Finding Your Work/Life Balance

Don Sowa's MoneyTalk

24:35

It’s the very first episode of The Big Pitch with Jimmy Carr and our first guest is Phil Wang! And Phil’s subgenre is…This Place is Evil. We’re talking psychological torture, we’re talking gory death scenes, we’re talking Lorraine Kelly?! The Big Pitch with Jimmy Carr is a brand new comedy podcast where each week a different celebrity guest pitches an idea for a film based on one of the SUPER niche sub-genres on Netflix. From ‘Steamy Crime Movies from the 1970s’ to ‘Australian Dysfunctional Family Comedies Starring A Strong Female Lead’, our celebrity guests will pitch their wacky plot, their dream cast, the marketing stunts, and everything in between. By the end of every episode, Jimmy Carr, Comedian by night / “Netflix Executive” by day, will decide whether the pitch is greenlit or condemned to development hell! Listen on all podcast platforms and watch on the Netflix Is A Joke YouTube Channel . The Big Pitch is a co-production by Netflix and BBC Studios Audio. Jimmy Carr is an award-winning stand-up comedian and writer, touring his brand-new show JIMMY CARR: LAUGHS FUNNY throughout the USA from May to November this year, as well as across the UK and Europe, before hitting Australia and New Zealand in early 2026. All info and tickets for the tour are available at JIMMYCARR.COM Production Coordinator: Becky Carewe-Jeffries Production Manager: Mabel Finnegan-Wright Editor: Stuart Reid Producer: Pete Strauss Executive Producer: Richard Morris Executive Producers for Netflix: Kathryn Huyghue, Erica Brady, and David Markowitz Set Design: Helen Coyston Studios: Tower Bridge Studios Make Up: Samantha Coughlan Cameras: Daniel Spencer Sound: Charlie Emery Branding: Tim Lane Photography: James Hole…

about a year ago 42:29

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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, CFPÂ®, CIMAÂ®; Special Guest: Dave Lubelczyk; Air Date: 2/7/2025; 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.

100 episodes

#Business #WPRO

Finding Your Work/Life Balance

Don Sowa's MoneyTalk

published about a year ago

MP3•Episode home

See omnystudio.com/listener for privacy information.

100 episodes

#Business #WPRO

All episodes

1
Retirement Planning Moves 42:28

1 day ago42:28

42:28

Retirement planning is all about balance, and the moves you make can only make sense if they are part of a broader strategy that youâre willing to stick to. Donna and Nathan discuss some strategic moves that you can make along the road to retirement to put you in the best position to meet your long term goals. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®; Air Date: 5/29/2025; Original Air Date: 5/23/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

1
Should You Invest in REITs? 42:09

4 days ago42:09

42:09

Real estate is the only asset class that has historically kept up with stocks, but investing in property can be time consuming and expensive, that is unless you invest in REITs. Nathan and Steve discuss the different types of Real Estate Investment Trusts, how they work, and the benefits and drawbacks of passive real estate investing. Also, on our MoneyTalk Moment in Financial History we cover the controversial legacy of âThe Match Kingâ, Ivar Kreuger, who was responsible for many of the financial products we still use today, as well as one of the biggest Ponzie schemes of the 20th century. Hosts: Nathan Beauvais CFPÂ®, CIMAÂ® & Steven Beauvais; Air Date: 5/28/2025; Original Air Dates: 8/16/2023 & 12/27/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

1
One Big Beautiful Benefit Cut 41:43

5 days ago41:43

41:43

The passing of the One Big Beautiful Bill by the House has garnered much attention for its tax implications, but another focus area of the bill that will impact millions of Americans is Medicare. Donna and Nathan discuss how to prepare for the changes coming down the pike for Medicare beneficiaries and providers due to the new budget bill. Also on MoneyTalk, upcoming changes to IRA catch-up contribution rules stemming from the SECURE Act 2.0, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/27/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

1
Estate Planning Failures 41:51

6 days ago41:51

41:51

If you are one of the millions of Americans who doesn’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate planning attorney and long time friend of the show, Paul Brule, to discuss some of the most common estate planning mistakes and how to avoid them. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Special Guest: Paul Brule; Air Date: 5/23/2025; Original Air Date: 3/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

1
Early Withdrawal Exceptions 42:02

7 days ago42:02

42:02

Over the years the IRS has added more and more exceptions to the IRA early withdrawal penalty, and although we always encourage savings discipline, under certain circumstances having the ability to access your money can make a world of difference. Donna and Nathan discuss the various exceptions to the 10% IRA early withdrawal penalty, and how to know if you qualify. Also on MoneyTalk, the problem with spending too little in retirement, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/22/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

1
The Transcontinental Railroad 42:05

11 days ago42:05

42:05

No innovation contributed more to westward expansion and American progress than the transcontinental railroad, but the road to that progress was paved in corruption and brutality. On this addition of our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of the first transcontinental railroad, and the greed, ambition and lives sacrificed to make it all possible. Also on MoneyTalk, how to choose your investment vehicle. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 5/21/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

1
A Retirement Plan for the 21st Century 42:20

12 days ago42:20

42:20

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, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®; 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.…

1
What Clients Want to Know 41:32

13 days ago41:32

41:32

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.…

1
Finding Your Work/Life Balance 42:24

14 days ago42:24

42:24

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, CFPÂ®, CIMAÂ®; 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.…

1
Homeowners Take Another Hit 42:48

15 days ago42:48

42:48

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.…

1
Why Titling Matters 42:54

15 days ago42:54

42:54

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.…

1
Gen-X vs Boomers in Retirement 42:21

19 days ago42:21

42:21

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.…

1
Setting Your Financial Priorities 41:26

20 days ago41:26

41:26

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.…

1
How to Organize Your Business 42:01

21 days ago42:01

42:01

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.…

1
Planning by the Decade 42:14

22 days ago42:14