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
Latest episodes
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41 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…
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40 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…
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42 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 ea…
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42 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 discus…
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42 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 ne…
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42 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 d…
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38 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…
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42 min
Estate Planning Fails
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 wh…
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42 min
Home Sellers Losing Leverage
Mortgage rates have crept back up to three-year highs, and the pressure that has plagued home buyers is now catching up to the other side of the transaction. Donna and Nathan discu…
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43 min
What’s Driving Your Investments?
There are a variety of investment vehicles at your disposal, and knowing how and when to use one vs. another requires a good understanding of their mechanics. Nathan breaks down th…
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41 min
Unpopular Fixes for Social Security
It’s no secret that the Social Security program is in need of major reform, but surveys show that Americans feel extremely conflicted about the proposed solutions. Donna and Nathan…
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42 min
Big Retirement Decisions
Retirement is crunch time for making decisions on many of those issues that you may have been putting off, and tackling them all at once can be a bit overwhelming. Donna takes us t…
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42 min
4 Retirement Mistakes that Can't Be Undone
Making mistakes just means you're human, and they can be a powerful learning tool, but survival depends on avoiding those mistakes that cannot be fixed. Donna and Nathan discuss fo…
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42 min
Are Bonds Back?
With bond yields on the rise in 2026, we've seen renewed interest in active fixed income funds, but these funds can vary broadly in their risk exposure, and may not look as impress…
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42 min
The Complicated Legacy of Henry Ford
Henry Ford is credited for his innovative use of the assembly line, his obsession with maximizing efficiency, and creating the five day work week, but there’s a much darker layer t…
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42 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…
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42 min
Playing Offense in the Insurance Game
When dealing with insurance companies it can often feel the chips are stacked against you, and it’s the insurance adjuster’s job to even the scales. Nathan welcomes Andy Gurczak, F…
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43 min
Changing Your Money Mindset
Financial advisors live in a world of numbers, but when it comes to determining client suitability and risk tolerance, a fiduciary must go beyond the numbers to explore the qualita…
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42 min
The Big 3 Stock Indices
You have likely heard of the three primary US stock indices, the Dow Jones Industrial Average, the S&P500 and the Nasdaq, but many people don’t have a clear understanding of which…
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41 min
Non-Spousal Inheritance
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…