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All Episodes

Don Sowa's MoneyTalk — 100 episodes

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Title
1

The Parental Financier

2

Relocating in Retirement

3

Estate Planning Fails

4

Home Sellers Losing Leverage

5

What’s Driving Your Investments?

6

Unpopular Fixes for Social Security

7

Big Retirement Decisions

8

4 Retirement Mistakes that Can't Be Undone

9

Are Bonds Back?

10

The Complicated Legacy of Henry Ford

11

The Final Approach to Retirement

12

Playing Offense in the Insurance Game

13

Changing Your Money Mindset

14

The Big 3 Stock Indices

15

Non-Spousal Inheritance

16

Financial Rules of Thumb

17

Unlocking the Potential of Your 401k

18

Dawn of the Tokenized Stock Era

19

Social Security Misconceptions

20

Black Friday 1869

21

You Asked For It

22

Chasing Yield

23

Evolution of the Pension Plan

24

College or Trade?

25

RMDs & Roth Conversions

26

Strategic Use of Debt

27

Stopping 401k Leakage

28

It’s Different Every Time

29

The Cost/Benefit of Active Management

30

The New Deal

31

10 Reasons to Save for Retirement

32

Portfolio Nightmares

33

Bonds 101

34

The History of Social Security with Nathan

35

Investing Behaviors Amongst Generations

36

Taking Steps for Succesful Retirement

37

Bond Talk with Nathan

38

Retirement Milestones

39

Maintaining Your Estate Plan

40

A Boost for 401k Participation

41

The Iranian Oil Crisis

42

Questions from Clients

43

Prepping Your Estate

44

Diversifying with Commodities

45

The Sunk Cost Fallacy

46

Asset Allocation Strategies

47

An AI Over-Correction

48

Trump Accounts Explained

49

Should I Do a Roth Conversion?

50

Traditional vs. Roth IRAs

51

Component of a Financial Plan

52

The F.I.R.E. Movement

53

Intro to Estate Planning

54

You’re Asking For It

55

The New Face of the Fed

56

The Eerie Railroad War

57

How Advisors are Employing AI

58

Forming Healthy Retirement Habits

59

Imperfect But Useful Models

60

The Final Approach to Retirement

61

Claiming Social Security Early

62

The American Revolution

63

Can We Fix Social Security?

64

The Legacy of Alan Greenspan

65

Dealing with Debt

66

In Gold We Trusted

67

The RI Millionaire’s Tax

68

Rethinking the 4% Rule

69

The Facts on Reverse Mortgages

70

Trump Accounts

71

Why Capitalism Works

72

Americans are Saving

73

Alternative Valuation Date

74

Commodities & Stock Options

75

Rental Property Taxes

76

Brokerage vs IRA

77

Gambling vs Investing

78

Longevity Planning

79

What's Driving Your Investments?

80

Inherited Account Options

81

Understanding Workplace Accounts

82

What is Money?

83

Taxes After Retirement

84

Financial Planning Tips with Nathan

85

The Stages of Retirement Planning

86

Roth Conversions and RMDs

87

Inheriting Accounts

88

Putting Interest Rates in Perspective

89

MoneyTalk Soup

90

Tax Hacks

91

Business Entity Breakdown

92

Big Mistakes

93

Sequence of Returns Risk

94

HSA: A Tax Unicorn

95

The Race to Connect America

96

Identifying Your Money Scripts

97

Paying Taxes in Retirement

98

You Asked for It

99

The Struggle to Reform Social Security

100

What Caused the Great Depression