Retirement Meeting Prep

from Don Sowa's MoneyTalk · host Cumulus Providence

What are your goals for retirement? What will your retirement expenses look like? Is your retirement income structured to keep up with inflation? These are just a few of the questions you will need to be ready to answer when first meeting with a financial advisor, and for many people, that may be the first time they’ve even thought about them. Donna and Nathan discuss how to prepare for the retirement planning process with your advisor. Also on MoneyTalk, the critical role of social security for our retirement community. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 10/20/2025; Original Air Date: 9/23/2025. 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 41 minutes long.

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This episode was published on October 23, 2025.

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