Don Sowa's MoneyTalk Podcast Por Cumulus Providence arte de portada

Don Sowa's MoneyTalk

Don Sowa's MoneyTalk

De: Cumulus Providence
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7p-8p

Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.

Sowa Financial Group Inc.

24 Albion Rd. Ste. 340

Lincoln, RI 02865

(401) 434-8090

2025 Cumulus Providence Economía
Episodios
  • What Clients Want to Know

    What Clients Want to Know
    May 21 2025
    Donna welcomes listeners into the office, addressing some of the questions that her clients have been asking, including: Can I use a 60 day rollover for bridge financing? When does it make sense to use a debt consolidation loan? What should I consider when buying a second home in retirement? How do I line up my retirement income sources? And, should I prioritize paying off my mortgage in retirement? Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/19/2025; Original Air Dates: 6/5/2023, 4/29/2024 & 2/3/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

    See omnystudio.com/listener for privacy information.
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    42 m
  • Finding Your Work/Life Balance

    Finding Your Work/Life Balance
    May 20 2025
    Burnout is all too common in corporate America today, and for those trying to decide if itâs time to jump ship to a new career it can be a scary and uncertain time. Nathan talks with Dave Lubelczyk, founder of The Dream Catapult, to discuss his journey of leaving the corporate world behind to help individuals rewrite their story and pursue a lifestyle that better reflects their true values. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Dave Lubelczyk; Air Date: 5/16/2025; Original Air Date: 2/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

    See omnystudio.com/listener for privacy information.
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    42 m
  • Homeowners Take Another Hit

    Homeowners Take Another Hit
    May 19 2025
    Property tax revenue has plummeted since the pandemic, prompting local governments to raise taxes on property owners. Donna and Nathan discuss the factors that have led to this, and the fallout for homeowners. Also on MoneyTalk, current financial scams to be on the lookout for, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/15/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

    See omnystudio.com/listener for privacy information.
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    43 m
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