Year-End Checklist

from Don Sowa's MoneyTalk · host Cumulus Providence

Year-end is a time to remind ourselves what’s important…like where our money is going, and whether we’re on track for our financial goals. Donna and Nathan go over some of the items on your year-end planning checklist, including auditing unused subscriptions, maxing out tax advantaged accounts, doing a Roth conversion assessment, and much more. Also, on MoneyTalk, the unique benefits of HSAs, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/20/2025. 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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Year-End Checklist

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This episode is 41 minutes long.

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This episode was published on November 25, 2025.

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