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Don Sowa's MoneyTalk

Cumulus Providence

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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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Is it Time for a Roth Conversion? 42:18

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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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Inherited IRA Pitfalls 43:26

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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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Exotic Investments 42:09

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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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What Traits Make a Good Advisor? 42:25

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Donna and Nathan discuss how experience and relatability weigh in to the decision of choosing a financial advisor, and non-retirement situations that prompt people to engage in financial planning. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/11/2024. Have a q…
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Inherited Accounts 42:31

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The shift from do-it-yourself financial planning to seeking the help of an advisor typically happens as you approach retirement, but other common triggers are unplanned life events, like inheriting money. Donna and Nathan discuss the rules and considerations around inheriting different types of financial accounts. Also on MoneyTalk, explaining the …
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The Cash Trap 41:59

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If you were to be told 10 years ago that today you’d be earning more than 5% on a money market, you would probably laugh, but how this new reality and the resulting flood of money into risk free assets will impact investors in the long run is no laughing matter. Donna and Nathan discuss how Americans may be falling into the cash trap. Also on Money…
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Client Portfolio Nightmares 42:05

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Sometimes a client will come in thinking that their portfolio may need some slight adjustments, only to discover that what they really need is portfolio triage. Donna takes us through some examples of client portfolio nightmares, and how they came to pass. Also on MoneyTalk, what does retirement mean to you? Host: Donna Sowa Allard, CFP®, AIF®; Air…
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An Efficient Approach to Retirement Income 42:40

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With more and more people saving a portion of their money on a Roth basis, the next generation of retirees will have greater opportunities for maximizing tax efficiency when it comes to taking retirement income. Donna and Nathan discuss the importance of order of distribution when it comes to drawing from your retirement assets. Also on MoneyTalk, …
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Choosing Your Medicare Plan 42:17

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The vast majority of Americans will eventually have to think about Medicare planning, and knowing the rules ahead of time can help you when trying to project your retirement expenses. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also on MoneyTalk, unwinding the …
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Is This a Risky Investment? 41:43

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With innovative new products entering the market every year, understanding how an investment impacts your portfolio risk can be a challenge. Donna discusses how to compare risk among various alternative investment products. Also on MoneyTalk, planning for the cost of healthcare in retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/17/2024…
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Goals-Based Planning 41:55

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The one element of financial planning that requires the most collaboration between advisor and client is goal setting, and to do it right takes time and thoughtful consideration. Nathan and Steve discuss how to approach the process of establishing and prioritizing your financial goals. Also, on our MoneyTalk Moment in Financial History Nathan and D…
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Inheriting a Home 42:59

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Having property passed down to you may sound like good fortune, but how to handle it is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, the European Central Bank announces their first rate cut in 5 years, the SEC puts pressure on meme stocks, and Stock Trivia: Tw…
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Mutual Fund Translator 42:54

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When shopping mutual funds, sorting through the vast number of categories can be a bit like picking from a ten page French restaurant menu. Nathan and Steve explain the differences between the various fund categories to help you make sense of the many available options. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of…
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The Challenge of Diversification 42:28

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To achieve diversification you need a mix of non-correlated assets, but over recent years the correlation gap between stocks and bonds has been closing, leaving investors unsure of where to go to manage their risk. Donna and Nathan discuss alternatives to bonds for those looking to build a well diversified portfolio. Also on MoneyTalk, family budge…
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The Resurgence of Active Management 42:18

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Inflows into actively managed funds have just surpassed those in passive funds for the first time in nearly 3 years, so why the sudden shift? Donna and Nathan discuss how the ongoing challenges within the bond market are creating opportunities for fund managers to add value. Also on MoneyTalk, how to plan for short term expenses, and Stock Trivia: …
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Sharing the Wealth 42:03

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For early baby boomers, the transfer of wealth to the next generation typically took place at death, but today we are seeing far more retirees beginning to transfer their wealth while still living, which can require a more complex estate planning process. Donna discusses estate planning considerations for those looking to begin the wealth transfer …
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