Episodes

  • Inheriting Accounts

    Inheriting Accounts
    May 14 2026
    Inheriting money can be a blessing, however depending on your relationship to the deceased and the account type, the rules on how you are taxed can be dramatically different. Donna and Nathan discuss stepped-up basis, non-spousal inherited IRA distributions, the 10 year rule, and more. Also on MoneyTalk, ways to catch up on your savings, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 5/7/2026; Original Air Dates: 7/9/2024 & 8/27/2024. 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 mins
  • Putting Interest Rates in Perspective

    Putting Interest Rates in Perspective
    May 14 2026
    One of the leading economic pain-points of recent years has been interest rates, but is today’s rate environment really that high from a historical perspective? Nathan takes us through the history of interest rates in the US, from the instability of the pre-central bank era, through the post-pandemic inflation. Also on MoneyTalk, overactive trading, real estate investing, and more. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 5/8/2026. 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 mins
  • MoneyTalk Soup

    MoneyTalk Soup
    May 13 2026

    Today on MoneyTalk, Donna discusses Roth Conversions, Custodial Roth IRAs, sources of the K-shaped economy, 60-day rollovers, debt consolidation, and new 401K features. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/11/2026. 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 mins
  • Tax Hacks

    Tax Hacks
    May 13 2026

    Today we have been seeing a decrease in the supply of CPAs, leaving more and more taxpayers on their own to prepare their filings. Donna and Nathan offer some DIY tax filing best practices to take a like bit of the stress out of your tax season. Also, on MoneyTalk, 7 lessons for new retirees, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 5/7/2026. 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 mins
  • Business Entity Breakdown

    Business Entity Breakdown
    May 11 2026
    How you choose to structure your business will have great bearing over how you are taxed, and how much liability you take on. Nathan discusses how each of the various types of business entities operate, how they differ, and why it is important to seek professional guidance when deciding which formation is right for you. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel tell a story of corruption and human sacrifice: the building of the second transcontinental railroad, the Northern Pacific. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 5/6/2026; Original Air Date: 11/7/2025. 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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    42 mins
  • Big Mistakes

    Big Mistakes
    May 7 2026

    Investing can be a humbling endeavor, and even the most successful investors have a few bets that they wish they could take back. Donna and Nathan discuss the fatal errors that led Mike Steinhardt, one of the nation’s most successful hedge fund managers, to lose over $800M in just four days. Also, on MoneyTalk, strategic asset allocation and market timing, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 5/5/2026; Original Air Dates: 2/23/2023 & 2/6/2024. 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 mins
  • Sequence of Returns Risk

    Sequence of Returns Risk
    May 6 2026

    As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also, on MoneyTalk, challenges for those aging alone. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/4/2026; Original Air Dates: 9/22/2025 & 11/17/2025. 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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    40 mins
  • HSA: A Tax Unicorn

    HSA: A Tax Unicorn
    May 5 2026

    The Health Savings Account is the only investment vehicle that features tax deductibility, tax free growth, and tax-free qualified withdrawals. Nathan discusses how HSAs work, who offers them and who should maximize their benefits. Also, on MoneyTalk, understanding the bond market, and employer stock option plans. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 5/1/2026. 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 mins