Roth 401Ks in High Demand

Don Sowa's MoneyTalk

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1
Andrianna Natsoulas: Don't Cage Our Oceans 40:50

منذ 3 أيام40:50

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40:50

“That's taxpayer’s money that is going to support research and development and pilot projects to develop a food system that is based on environmental destruction and greed and disregard for animals, fish, and any of the other marine mammals that might be around it.” - Andrianna Natsoulas Andrianna Natsoulas is the campaign director for Don't Cage Our Oceans, an organization that exists to keep our oceans free from industrial fish farms. Offshore finfish farming is the mass cultivation of finfish in marine waters, in underwater or floating net pens, pods, and cages. Offshore finfish farms are factory farms that harm public health, the environment, and local communities and economies that rely on the ocean and its resources. Don’t Cage Our Oceans are a coalition of diverse organizations working together to stop the development of offshore finfish farming in the United States through federal law, policies, and coalition building. And, although it is not yet happening, right now the US Administration and Congress are promoting this kind of farming, which would be nothing short of disastrous for the oceans, the planet and the people and animals who live here. dontcageouroceans.org…

منذ عام واحد 41:53

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The Roth 401k is a relatively new option in employer sponsored plans, but its popularity has quickly skyrocketed, and for good reason. Nathan discusses why the Roth 401k has been so widely adopted, and who should be taking advantage of it. Also on MoneyTalk, Nathan walks us through the phases of retirement, and Stock Trivia: Two Truths and a Lie. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 12/27/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

100 حلقات

#Business #WPRO

Don Sowa's MoneyTalk

Roth 401Ks in High Demand

Don Sowa's MoneyTalk

published منذ عام واحد

MP3•منزل الحلقة

See omnystudio.com/listener for privacy information.

100 حلقات

#Business #WPRO

كل الحلقات

Don Sowa's MoneyTalk

1
The Challenge of Diversification 42:11

منذ 3 أيام42:11

42:11

To achieve diversification you need a mix of non-correlated assets, but over recent years the correlation gap between stocks to bonds has closed, 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, investing with a short time horizon, and inherited debt scenarios. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/24/2025; Original Air Dates: 8/24/2023, 6/4/2024 & 6/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
Basics of Financial Planning 41:51

منذ 4 أيام41:51

41:51

A good financial plan translates your values and goals into decisive actions, and acts as a roadmap for future decision making. Donna and Nathan discuss the benefits, timing, and process of developing a financial plan. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/21/2025; Original Air Date: 11/22/2022. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
Retirement Milestones 41:46

منذ 5 أيام41:46

41:46

People love to celebrate milestone birthdays, and as retirement planners we are no different. Donna and Nathan run through the 7 retirement milestone ages and why they matter. Also on MoneyTalk, understanding where your investments fall on the risk ladder. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; 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.…

Don Sowa's MoneyTalk

1
10 Reasons to Save for Retirement 41:29

منذ 8 أيام41:29

41:29

If after 3+ decades of MoneyTalk, if we haven’t sold you on the importance for saving for retirement, then we’re really doing something wrong! But just in case you need more convincing, Donna and Nathan offer 10 reasons to save for retirement, including: Social Security likely won’t be enough to live on, people are living longer, new 401K features make saving easier than ever, and more. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/18/2025; Original Air Date: 8/11/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
Getting Started With Estate Planning 41:44

منذ 8 أيام41:44

41:44

Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building out their estate plan. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 2/17/2025; Original Air Date: 11/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
A Guide to Social Security 42:15

منذ 9 أيام42:15

42:15

Social Security is one of those universal retirement topics that touches just about everyone, and as such we like to give it its proper attention here on the MoneyTalk show. Nathan covers the information you need to know around Social Security rules, legislation, and the history of the programâs implementation. Also on MoneyTalk, altenrnative sources of investment income. Host: Nathan Beauvais, CFPÂ®, CIMAÂ®; Air Date: 2/14/2025; Original Air Dates: 8/3/2023 & 5/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
More Housing Turmoil 42:17

منذ 9 أيام42:17

42:17

We all know how rough the housing market has been over recent years, and although buyers are beginning to show up again, we’re simultaneously seeing in uptick in houses previously for sale being delisted. Donna and Nathan discuss the economic factors behind this grave mismatch in the supply and demand for housing. Also on MoneyTalk, why we should take caution with financial advice on social media, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/13/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
Are You Overpaying the Government? 23:54

منذ 15 يومًا23:54

23:54

The IRS is anticipating higher tax returns for 2024 due to an increase in the standard deduction, and adjustments to the tax brackets and Earned Income Tax Credit. Nathan explains the drawbacks of getting a big tax return, and how to adjust your withholds so more of your money can be put to work for you. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 2/12/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
Carried Interest, Credit Card Rates & Gifting 42:19

منذ 16 يومًا42:19

42:19

Donna and Nathan let the listeners take the drivers seat, taking questions on topics including: Trump’s surprising position on the carried interest loophole, how skyrocketing credit card rates have impacted debtors, and when gift tax needs to be considered. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/11/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
Changing Your Mind on Money 42:03

منذ 16 يومًا42:03

42:03

We try our best to be intentional and calculated with how we manage our money, but until we acknowledge those involuntary forces behind our decisions, it’s hard to succeed in meeting our money goals. Donna and Nathan discuss the field of behavioral finance, and insights from the late Daniel Kahneman about the biases that drive our decisionmaking around money. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/10/2025; Original Air Date: 3/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
Finding Your Work/Life Balance 42:29

منذ 17 يومًا42:29

42:29

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.…

Don Sowa's MoneyTalk

1
401K Participation Surges 42:08

منذ 19 يومًا42:08

42:08

A recent study shows that, for the first time in nearly 50 years, half of private sector workers are contributing to a 401K. Donna and Nathan discuss the factors contributing to this increased participation, and whether this trend will be enough to close the retirement savings gap in our country. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/6/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
How Fear Moves Markets 42:09

منذ 22 يومًا42:09

42:09

The VIX is an index that measures market volatility, or the rate of fluctuation in the price of securities over a given period, which is why it is known as "The Fear Index". Donna and Nathan offer context to help us understand what drives periods of volatility, and why investor fear tends to feed on itself. Also, on our MoneyTalk Moment in Financial History, how the current President's aggressive use of tarriffs is actually a return to the revenue policies of the early US government. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/5/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
What to Do With Your Inheritance 42:18

منذ 23 يومًا42:18

42:18

One of the most common questions we hear has to do with decisions around money received, particularly when that money was not planned for, like an inheritance. Donna discusses the process of determining how to use that money to best serve your particular needs. Also on MoneyTalk, the removal of the government pension offset and Windfall Elimination Provision for social security, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/4/2025; Original Air Date: 1/16/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

Don Sowa's MoneyTalk

1
What Are Clients Asking? 42:01

منذ 24 يومًا42:01

42:01

Donna welcomes listeners into the office, addressing some of the questions she’s been hearing from clients over the past few weeks, including: Can I use a 60 day rollover for bridge financing? When should I consider a debt consolidation loan? What should I consider when buying a second home in retirement? And, do I need a trust? Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 2/3/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…

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