All Episodes
Don Sowa's MoneyTalk — 141 episodes
The Final Approach to Retirement
Claiming Social Security Early
The American Revolution
Can We Fix Social Security?
The Legacy of Alan Greenspan
Dealing with Debt
In Gold We Trusted
The RI Millionaire’s Tax
Rethinking the 4% Rule
The Facts on Reverse Mortgages
Trump Accounts
Why Capitalism Works
Americans are Saving
Alternative Valuation Date
Commodities & Stock Options
Rental Property Taxes
Brokerage vs IRA
Gambling vs Investing
Longevity Planning
What's Driving Your Investments?
Inherited Account Options
Understanding Workplace Accounts
What is Money?
Taxes After Retirement
Financial Planning Tips with Nathan
The Stages of Retirement Planning
Roth Conversions and RMDs
Inheriting Accounts
Putting Interest Rates in Perspective
MoneyTalk Soup
Tax Hacks
Business Entity Breakdown
Big Mistakes
Sequence of Returns Risk
HSA: A Tax Unicorn
The Race to Connect America
Identifying Your Money Scripts
Paying Taxes in Retirement
You Asked for It
The Struggle to Reform Social Security
What Caused the Great Depression
Budget Building
When to Claim Social Security
The Urgent vs The Important
Variable Rate Debt
What’s Driving Your investments?
Last Minute Tax Tips
Annuities Within Your 401(k)
The Art and Science of Wealth Management
Front-Loading Your Retirement Spending
Proceed at Your Own Risk
Smart Giving
Building Your Emergency Fund
The Big Three
Rethinking the 60/40 Model
Timing Medicare & Social Security
Umbrella Insurance
The Battle for Social Security
The Final Approach to Retirement
Evergreen Tax Tips
Does Your Advisor’s Age Matter?
DIY Investing Traps
Flaws in Retirement Simulations
The Iranian Oil Crisis
Active vs. Passive Management
Closing in on Retirement
Intro to Estate Planning
Diversifying with Commodities
Why You Should Freeze Your Credit
The Hardship Trap
Final Year Before Retirement
Creating a Social Security Plan
Don’t Lose Sleep Over Money
Gift Tax Misconceptions
How Much Can I Afford to Withdraw?
What Is Money?
A Retirement Plan for the Rest of Us
Breaking Ground on Your Estate Plan
The Art and Science of Wealth Management
Lessons from the Next Generation
Anatomy of a Financial Plan
How to Protect Your Estate
Final Approach to Retirement
Estate Planning Failures
A Retirement Well Spent
Income Tax Talk
You’re Asking For It
Seeking Financial Compatibility
DIY Investor Traps
Redzone Retirement Planning
Breaking Ground on Your Estate Plan
The 3 Goals of a Roth Conversion
Different Taxes for Different Income
How to Retire Happy
Striking a Balance with Financial Support
Annuities: The Cost of Guaranteed Income
The Zero Tax Population
New Roth Rules & IRA Limits
Selling Your Business In-House
Playing Catchup Just Got Harder
Inherited IRA Withdrawal Rules
Longevity Planning
Developing Your Business Exit Strategy
IRA Mistakes
An Open Letter to Millennials
Getting Wealthy vs Staying Wealthy
Finding the Funding
Fairness is Relative
The K-Shaped Economy
The Work/Life Balancing Act
A Stubborn Housing Market
New Job, New Plan
Bypassing Roth Income Limits
Launching Your Estate Plan
Dividend Paying ETFs
The Home Investment Dilemma
Lessons from the Oracle
The Eras of Financial Life
Paying Taxes in Retirement
Playing Offense in the Insurance Game
The 3 Phases of Retirement
Year-End Checklist
Aging Alone
Getting a Handle on Bonds
The Battle for Social Security
Trials of a 1st Year Retiree
Business Entity Breakdown
Benchmarking Your Retirement Readiness
Can Money Buy Happiness?
The Adjustable Rate Trap
Is it Time For a CPA?
Social Security Mistakes to Avoid
Financial Prompting
Crafting a Roth Conversion Strategy
Proceed at Your Own Risk
Estate Planning Failures
What They Don’t Tell You About Retirement
Governing Investor Behavior
Retirement Meeting Prep
How to Retire Happy
Direct Indexing: Scaling Up Your Portfolio