Episodios

  • A Retirement Plan for the 21st Century

    A Retirement Plan for the 21st Century
    May 22 2025
    The 401(k) has been the primary retirement savings vehicle for decades, but with workers frequently changing jobs and cashing out their small 401(k)s, many believe itâs time for a solution more fitting for the times. Donna and Nathan discuss some of the proposals circulating for a new workplace retirement plan to help fill the gap in retirement savings. Also on MoneyTalk, 7 milestone ages in retirement, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/20/2025; Original Air Date: 2/20/2025. 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
  • 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
  • Why Titling Matters

    Why Titling Matters
    May 19 2025
    When Shakespeare asked, "What's in a name?", he clearly wasn't talking about financial accounts, because the way we title our accounts has great bearing over who controls them, the limits of that control, and their tax treatment. Nathan and Steve take us through some scenarios that highlight the importance of being intentional about the types of accounts you open, and how you choose to tile them. Also, on our MoneyTalk Moment in Financial History Nathan and Daniel tell the infamous story of one of the first major US railroads, the Eerie, and the war that ensued between Cornelius Vanderbilt, Daniel Drew, James Fisk and Jay Gould. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Special Guest: Daniel Sowa; Air Date: 5/14/2025; Original Air Date: 1/8/2025. 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
  • Gen-X vs Boomers in Retirement

    Gen-X vs Boomers in Retirement
    May 15 2025
    As with every generation, Gen-Xers and Baby Boomers grew up with very different experiences, so it’s no surprise that they have approached retirement savings very differently. Donna and Nathan discuss the factors that have led to this generational divergence in retirement planning. Also on MoneyTalk, choosing the right type of business entity, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/13/2025. 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
  • Setting Your Financial Priorities

    Setting Your Financial Priorities
    May 14 2025
    As a young family with a lifetime of major expenses ahead of you, it can be hard to know where your savings should go. Donna offers guidance on how to use your resources to put you in the best position to achieving both your early and late stage financial goals. Also on MoneyTalk, planning a Roth conversion around the sunsetting of the TCJA, and how to handle inherited retirement accounts. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/12/2025. 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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    41 m
  • How to Organize Your Business

    How to Organize Your Business
    May 13 2025
    Business owners can choose from a variety of entity types when organizing their business for limited liability, and deciding which to use depends largely on which type serves their best interest in terms of taxes. Nathan discusses the different options for registering your business and the benefits and drawbacks of each. Also on MoneyTalk, 10 things you should know about bonds, and understanding the different investment categories. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 5/9/2025. 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
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