The Tara Granahan Show 9am-Noon
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Weekdays 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 ...
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The Matt Allen Show Noon-3pm
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RIDOT Director Peter Alviti - Washington Bridge
15:24
15:24
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Taxes tend to be a leading decision maker for voters, and with both sides of the divide stirring up disinformation about the opposition’s tax policies this election season, many are left unclear about the true fiscal agendas at play. Donna and Nathan walk us through the details of some of the more consequential tax proposals circulating during duri…
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When leaving a job, many people choose to roll over their existing 401(k) to an IRA, but what you may not know is that there can be benefits to leaving your money where it is. Donna takes us through some of the considerations when deciding what to do with your old 401(k). Also on MoneyTalk, how to determine if you need long-term care insurance, and…
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Rep. Enrique Sanchez - Voter Fraud Allegations Against Him
12:33
12:33
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Santos Javier Candidate for House District 9 - Voter Fraud Allegations Against Rep. Enrique Sanchez
14:49
14:49
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Tech Time with Chris the Tech Guy from Tech911 8-27-24
16:23
16:23
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Mark Perryman Patriot Subaru - Sale of Diesel and Electric Trucks
27:46
27:46
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Americans are always seeking opportunities to save on their taxes, and with healthcare costs for retirees continuing to rise, medical expenses are an often untapped area for tax savings. Donna and Nathan discuss how to identify which medical expenses are deductible, and which are not. Also on MoneyTalk, questions you should ask your financial advis…
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The Department of Labor is embroiled in a legal dispute with the insurance industry over legislation aimed at protecting consumers from inappropriate annuity sales practices. Donna and Nathan discuss both sides of the debate and explain why they believe the case against annuities may be being oversold. Also on MoneyTalk, who should be working with …
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Former Providence Mayor Joe Paolino - Recapping Day Three of the DNC
6:57
6:57
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Social Security is a core component of most Americans’ retirement plans, but it may surprise you to hear that it was highly controversial when initially proposed, and to get it passed Congress had to include complex provisions which still exist to this day. Donna and Nathan discuss the intricacies of the Social Security system, and the reasons why …
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Former Providence Mayor Joe Paolino - Recapping Day Two of the DNC
5:01
5:01
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Over the last few years we’ve witnessed the most rapid period of rate hikes in modern history, and nowhere can this be felt more prevalently than in the mortgage market. Nathan speaks with Mike Kidwell, loan officer at Leader Bank, to discuss the state of the US mortgage market, how to determine the right time to refinance, and how the transformati…
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Sally Hersey President RI Association of Realtors - July Housing Prices
15:50
15:50
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Tara Restaurant Review Bubbies Market and Deli
8:23
8:23
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Anastacia Williams - Running for House District 9
14:07
14:07
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Former Providence Mayor Joe Paolino - Recapping Day One of the DNC
9:47
9:47
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Each year on Black Friday American shoppers spend billions of dollars on goods, but what you may not know is that the original black Friday was anything but a boon for the economy. On this edition of our MoneyTalk Moment in Financial History, Nathan covers the events of Black Friday 1869, the historic market crash driven by plummeting gold prices, …
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Former Providence Mayor Joe Paolino - Checking in from the DNC
6:40
6:40
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If you are considering moving to a state with no income tax to reduce your cost of living, you may be in for a surprise. Donna and Nathan discuss how states that charge no personal income tax to attract new residents make up for it in other ways. Also on MoneyTalk, 7 lessons for new retirees, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sow…
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Len Lardaro URI Economics Professor - Kamala Harris's Economic Plan
11:26
11:26
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Dan McGowan Boston Globe - Providence Schools Report
14:43
14:43
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RI AG Peter Neronha - Washington Bridge, Presidential Election, ILO
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15:53
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Tech Time with Chris the Tech Guy from Tech911 8-14-24
15:41
15:41
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Eric Letendre Dog Trainer - Johnston Dog Ordinance
14:38
14:38
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Many investors who don’t anticipate needing their retirement assets for income seek out ways to limit their future required minimum distributions. Donna discusses strategies for minimizing RMDs to reduce your retirement tax burden. Also on MoneyTalk, 529 best practices, lining up your retirement income sources, and how to handle your mortgage in re…
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Former Providence Mayor Joe Paolino - Tim Walz Visiting RI and the Presidential Election
11:09
11:09
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Libertarian Vice Presidential Candidate Mike ter Maat with Jim Hummel
18:43
18:43
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The unfortunate truth is that most people are not saving enough in their early working years, when their dollars make the greatest impact on their future retirement portfolio, and each decade that passes brings its own unique set of demands on your finances. Donna takes us through the evolution of our financial needs throughout the decades. Host: D…
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Umbrella Insurance & Kids with Credit Cards
42:11
42:11
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On this episode, Donna and Nathan discuss umbrella insurance, and how to reinforce responsible use of credit cards with adult children. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-r…
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On this episode of MoneyTalk, Nathan takes us back to basics to make sense of topics that some find confusing, including: workplace accounts, investment vehicles, investment categories, and more. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 7/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation! …
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Tech Time with Chris the Tech Guy from Tech911 8-6-24
12:50
12:50
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Len Lardaro URI Economics Professor - Stock Market
14:48
14:48
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Len Lardaro URI Economics Professor - Stock Market
4:55
4:55
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The IRS recently provided clarification on inherited IRA distribution rules in response to confusion around the changes introduced in the SECURE Act 2.0. Donna and Nathan explain how this new information impacts inherited IRA holders, and the tax consequences for failing to follow the rules. Also on MoneyTalk, lessons on behavioral finance and Stoc…
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Gov Dan McKee - President Biden, Washington Bridge, and Education
40:24
40:24
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We spend a lot of time focusing on savings strategies, but at a certain point you’ll want to use that money, and the process for withdrawing from your assets should also be approached strategically. Donna and Nathan discuss how to make tax smart withdrawals from your investment accounts. Also on MoneyTalk, budgeting practices and frequently asked M…
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Tech Time with Chris the Tech Guy from Tech911 7-30-24
16:56
16:56
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Let’s be honest, none of us like thinking about our mortality, and unfortunately this can lead to procrastination with addressing important estate planning matters. Donna and Nathan discuss some of the more common estate planning mistakes and some simple steps you can take ensure that your assets are protected for the long haul. Also on MoneyTalk, …
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As money managers, we tend to consult history as a guidepost for where markets may be headed, and the further back you look, the clearer the picture often becomes. Nathan and Steve take us on a journey through 100 years of stock market returns, highlighting trends that may surprise you. Also, on our MoneyTalk Moment in Financial History we discuss …
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Attorney Joe Larisa - Constitutional Convention
14:59
14:59
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With the provisions of the Tax Cuts and Jobs Act set to sunset at the end of 2025, Americans are taking a closer look at their tax deferred retirement accounts and how they can act now to minimize their lifetime tax bill. Donna discusses three things you should think about if you are considering a Roth conversion to get ahead of expected tax increa…
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The rules on Inherited IRAs have changed since the passing of the SECURE Act 2.0, and if you’re not up to date on the details you may find yourself on the wrong side of some serious tax liability. Donna discusses the options for those receiving on non-spousal inherited IRAs. Also on MoneyTalk, 529 rollovers, qualified charitable distributions, and …
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Caller Ellen - Pressure from Women to Vote for Kamala Harris
12:47
12:47
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RI Secretary of State Gregg Amore - How President Biden Dropping out of Race Impacts RI Ballots
7:18
7:18
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The once vanilla market for passive investments has become more akin to a supermarket, with options tailored to every possible taste. Nathan and Steve discuss some of the more exotic and creative specialty funds available today, with focuses such as employee satisfaction, particular religious beliefs, gender diversity, obesity, and more. Also, on o…
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