Don Sowa's MoneyTalk

Hosted by Cumulus Providence

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Episodes

100

Latest episode

Oct 2026

Language

EN-US

About the show

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 Group Inc. 24 Albion Rd. Ste. 340 Lincoln, RI 02865 (401) 434-8090

Listen to episodes

60 recent

October 29, 202641 min

The Bet to Buildout AI

Anthropic recently secured the largest artificial intelligence infrastructure financing deal to date, the latest gamble among a trend of circular financing arrangements propping up the AI tech giants. Nathan highlighted the immense risk companies are taking on to meet the capacity needs of the frontier AI labs, and whether we should be concerned. Also on MoneyTalk, the surge in buy now/pay later loans, and Stock Trivia: Battle of the Sowas. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 10/27/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

October 29, 202641 min

The Final Approach to Retirement

That 10 year stretch of time leading up to retirement is a critical period when your strategic retirement plan gets accelerated to get you to your goal, and how you choose to focus your efforts and resources will make all the difference. Donna runs through 10 questions you should be asking yourself when planning for your final approach to retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 10/26/2026; Original Air Date: 9/23/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

October 27, 202642 min

Diversifying with Commodities

The traditional 60/40 portfolio has been disrupted over recent years by the increased correlation between stocks and bonds, driving investors to asset classes like commodities for diversification. Nathan speaks with Dan Cole, Principal at Quantix Commodities, to dig into how futures contracts function, how different types of commodities respond to inflation, and how they can fit into your portfolio. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Special Guest: Dan Cole, Quantix Commodities; Air Date: 10/23/2026; Original Air Date: 7/31/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

October 26, 202641 min

Banking Before the Fed

Bank runs, financial panics, and battles over who controls the nation’s money—this was the status quo for the American banking system before the Federal Reserve. On this edition of our MoneyTalk Moment in Financial History, we explore the crises and controversies that shaped our financial system and ultimately led to the Fed’s creation in 1913. Also on MoneyTalk, understanding the different credentials and licenses that advisors carry, and why they matter. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 10/21/2026 Original Air Date: 6/9/2023 & 1/11/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

October 23, 202640 min

Advanced Social Security Planning

Government programs are often complicated, and social security is a prime example. Donna and Nathan discuss some advanced social security questions, including whether claiming your social security benefit disqualifies you from claiming your spousal or survivors benefit, how claiming a divorced spouse’s benefit impacts your ability to claim another spousal benefit down the road, and more. Also on MoneyTalk, a deep dive into the world of behavioral finance. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 10/20/2026; Original Air Date: 9/23/2025 & 1/27/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

October 23, 202641 min

The F.I.R.E. Movement

The F.I.R.E. movement (Financially Independent, Retiring Early) is a growing lifestyle trend which emphasizes making extreme financial sacrifices today to set yourself up for an early retirement. Donna discusses some of the strategies used by F.I.R.E. movement followers to maximize their savings and current income while minimizing their expenses. Also on MoneyTalk, longevity planning in retirement, and financial considerations for re-entering the workforce. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 10/19/2026; Original Air Dates: 7/21/2026, 1/5/2026 & 6/3/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

October 21, 202641 min

Anatomy of a Financial Plan

Life is full of issues that are important, but not urgent, and one way to stop yourself from kicking the can down the road is through a well developed financial plan. Nathan discusses some of the key components of a financial plan, and how to decide what should be included in yours. Also on MoneyTalk, financial scams to avoid, and what to look for when researching mutual funds. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 10/16/2026 Original Air Date: 2/18/2026 & 8/8/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

October 19, 202642 min

The RMD Conundrum

Since the passing of the SECURE Act 2.0, the IRS age trigger for required minimum distributions has been raised to 73, but having a little extra time to grow your assets doesn’t necessarily mean there will be more money left when you pass. Donna and Nathan discuss RMD planning, and how to use the rules to your maximum benefit. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 10/15/2026; Original Air Date: 10/15/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

October 15, 202641 min

The Parental Financier

For this emerging generation of first-time homebuyers, it is becoming more common to see parents offering their kids a financial boost to even the playing field. Donna and Nathan discuss the pros and cons of gifting some of your child’s inheritance early to help with buying a home. Also on MoneyTalk, big mistakes made by big investors, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 10/13/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

October 14, 202637 min

Relocating in Retirement

Buying a second home is on the retirement bucket list for many of us, but what looks good on paper doesn’t always pan out in reality. Donna discusses some considerations for those looking to purchase a second home in retirement. Also on MoneyTalk, what to do with your 401(k) at retirement, order of distribution in retirement, and Stock Trivia: Battle of the Sowas. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 10/12/2026; Original Air Dates: 4/29/2024, 8/26/2024 & 7/24/2023. Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

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