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Does Your Advisor’s Age Matter? episode artwork

EPISODE · Mar 25, 2026 · 41 MIN

Does Your Advisor’s Age Matter?

from Don Sowa's MoneyTalk · host Cumulus Providence

Finding a new advisor is all about seeking compatibility, and as much as investment philosophy and personality matter, age tends to be one of the factors that weighs heavily on the decision-making process. Donna and Nathan discuss how experience and relatability impact peoples’ choice when selecting a financial advisor. Also, on MoneyTalk, planning for the risks you won’t see coming, responsible use of credit cards for kids, and celebrity estate planning horror stories. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/23/2026; Original Air Dates: 7/20/2023, 7/2/2024 & 7/11/2024. 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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Does Your Advisor’s Age Matter?

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Frequently Asked Questions

How long is this episode of Don Sowa's MoneyTalk?

This episode is 41 minutes long.

When was this Don Sowa's MoneyTalk episode published?

This episode was published on March 25, 2026.

What is this episode about?

Finding a new advisor is all about seeking compatibility, and as much as investment philosophy and personality matter, age tends to be one of the factors that weighs heavily on the decision-making process. Donna and Nathan discuss how experience and...

Can I download this Don Sowa's MoneyTalk episode?

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