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  • The American Revolution

    The American Revolution
    2026/07/01
    With our nation celebrating its 250th anniversary, we thought it appropriate to take a look back at how it all began. On this edition of our MoneyTalk Moment in Financial History, Nathan takes us on a journey back to the American Revolution to examine the fiscal policies, economic conditions, and bold new political thinking that drove the early colonists to wage war against their British oppressors. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 6/26/2026. 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.
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    42 分
  • How Advisors are Employing AI

    How Advisors are Employing AI
    2026/07/16
    Whether or not AI poses a future threat to certain professional jobs, like that of the financial advisor, it is currently providing exciting enhancements to the services they offer. Donna and Nathan discuss some of the ways that AI is helping fiduciaries better serve their clients. Also on MoneyTalk, Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 7/14/2026; Original Air Date: 6/20/2023. 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.
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    42 分
  • Claiming Social Security Early

    Claiming Social Security Early
    2026/07/02
    More people today are claiming social security at 62 than are waiting until age 70, suggesting that retirees are considering more than just maximizing their benefits when deciding when to claim. Donna and Nathan examine the deciding factors for those who choose to claim social security early. Also on MoneyTalk, how to navigate volatility, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 6/30/2026. 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.
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    42 分
  • Non-Spousal Inheritance

    Non-Spousal Inheritance
    2026/09/25
    Inheriting money from a spouse is a pretty straightforward process, but when money is passed down from parents or other family members, the rules get a bit more complicated. Donna and Nathan discuss the process of distributing assets from a non-spousal inheritance. Also on MoneyTalk, Stock Trivia: Battle of the Sowas. —Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features, and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an index annuity for its features, costs, risks, and how the variables are calculated.— Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 9/22/2026; Original Air Date: 7/1/2025. 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.
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    41 分
  • The Final Approach to Retirement

    The Final Approach to Retirement
    2026/07/06
    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: 6/29/2026; Original Air Dates: 2/5/2024 & 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.
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    41 分
  • Imperfect But Useful Models

    Imperfect But Useful Models
    2026/07/15
    Financial planning projections typically rely on formulaic models, but it’s important to know that even the best of these models are far from perfect. Donna and Nathan discuss why these imperfect projection models are still useful depending on how they are used in your financial plan. Also on MoneyTalk, the process of choosing an advisor, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 7/2/2026. 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.
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    42 分
  • Forming Healthy Retirement Habits

    Forming Healthy Retirement Habits
    2026/07/15
    Managing money can be hard enough when you have steady wages coming in, but when it’s time to turn off the faucet and survive on your savings, many struggle with the shift in mindset. Donna discusses lifestyle habits you can employ as you approach retirement if you are concerned about your ability to make your money last. Also on MoneyTalk, the practical and psychological benefits of keeping an emergency fund, and Roth IRA income and contribution limits. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/13/2026. 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.
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    41 分
  • The Eerie Railroad War

    The Eerie Railroad War
    2026/07/21
    When we think of the innovations that contributed to the rise of the industrial age, the steam locomotive is arguably the most impactful of them all. Without the railroad system, the westward expansion of the US and the exponential economic growth of the late 19th and 20th centuries could not have occurred. In this edition of our MoneyTalk Moment in Financial History, Nathan tells 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. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 7/15/2026; Original Air Date: 3/6/2024. 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.
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    42 分