Benchmarking Your Retirement Readiness

from Don Sowa's MoneyTalk · host Cumulus Providence

One of the most common things new clients want to know is how their retirement assets measure up against their peers, and one of the first jobs of the advisor is to steer them away from this kind of thinking. Donna and Nathan discuss the process of assessing your financial health, and how to appropriately measure your progress. Also on MoneyTalk, income investing and the downsides of living off dividends. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/6/2025. 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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This episode is 42 minutes long.

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This episode was published on November 12, 2025.

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