The Tara Granahan Show 9am-Noon
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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 ...
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The Matt Allen Show Noon-3pm
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If you were to be told 10 years ago that today you’d be earning more than 5% on a money market, you would probably laugh, but how this new reality and the resulting flood of money into risk free assets will impact investors in the long run is no laughing matter. Donna and Nathan discuss how Americans may be falling into the cash trap. Also on Money…
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Sometimes a client will come in thinking that their portfolio may need some slight adjustments, only to discover that what they really need is portfolio triage. Donna takes us through some examples of client portfolio nightmares, and how they came to pass. Also on MoneyTalk, what does retirement mean to you? Host: Donna Sowa Allard, CFP®, AIF®; Air…
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Former Gubernatorial Candidate Ashley Kalus - Her Run for Governor and Whether or Not She'd Run Again
18:58
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With more and more people saving a portion of their money on a Roth basis, the next generation of retirees will have greater opportunities for maximizing tax efficiency when it comes to taking retirement income. Donna and Nathan discuss the importance of order of distribution when it comes to drawing from your retirement assets. Also on MoneyTalk, …
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The vast majority of Americans will eventually have to think about Medicare planning, and knowing the rules ahead of time can help you when trying to project your retirement expenses. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also on MoneyTalk, unwinding the …
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With innovative new products entering the market every year, understanding how an investment impacts your portfolio risk can be a challenge. Donna discusses how to compare risk among various alternative investment products. Also on MoneyTalk, planning for the cost of healthcare in retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/17/2024…
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The one element of financial planning that requires the most collaboration between advisor and client is goal setting, and to do it right takes time and thoughtful consideration. Nathan and Steve discuss how to approach the process of establishing and prioritizing your financial goals. Also, on our MoneyTalk Moment in Financial History Nathan and D…
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Having property passed down to you may sound like good fortune, but how to handle it is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, the European Central Bank announces their first rate cut in 5 years, the SEC puts pressure on meme stocks, and Stock Trivia: Tw…
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When shopping mutual funds, sorting through the vast number of categories can be a bit like picking from a ten page French restaurant menu. Nathan and Steve explain the differences between the various fund categories to help you make sense of the many available options. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of…
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To achieve diversification you need a mix of non-correlated assets, but over recent years the correlation gap between stocks and bonds has been closing, 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, family budge…
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Inflows into actively managed funds have just surpassed those in passive funds for the first time in nearly 3 years, so why the sudden shift? Donna and Nathan discuss how the ongoing challenges within the bond market are creating opportunities for fund managers to add value. Also on MoneyTalk, how to plan for short term expenses, and Stock Trivia: …
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For early baby boomers, the transfer of wealth to the next generation typically took place at death, but today we are seeing far more retirees beginning to transfer their wealth while still living, which can require a more complex estate planning process. Donna discusses estate planning considerations for those looking to begin the wealth transfer …
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1
Prof. William Jacobson Equal Protection Project - Letter to RI Foundation on Raced Based Grants and Scholarships
17:03
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AG Peter Neronha - Lead Paint Registry, Possibly Running for Gov or Lt Gov, Inspector General
19:57
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Small business owners often think of the company that they are growing as their ultimate retirement plan, only to discover too late that they’ve underestimated their future financial needs. Donna discusses retirement plan options for the self employed, and the importance of prioritizing yourself as you focus on building your business. Also on Money…
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You might think that with the high cost of education today, having too much college savings would be the least of your concerns. But there are many circumstances in which 529 balances remain unused, particularly today when more and more children are opting to forgo college for alternate paths. Donna and Nathan discuss new options for unused 529 sav…
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Rep. Matt Dawson - Bill to Set Statute of Limitations on Legal Action over Washington Bridge
15:26
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