Podcasts about Money Talk

The road to becoming wealthy is often associated with risk taking but preserving that wealth typically requires a very different approach. Donna and Nathan discuss the difficulty many investors experience when the time comes to shift from a high risk to a conservative investment strategy. Also, on MoneyTalk, planning with a five-year time horizon, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/18/2025; Original Air Date: 1/10/2023. 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.

Kyle Tetting, Adam Baley and Dave Sandstrom talk about what long-time investors should consider planning for in 2026.

In this episode of the Aging with Grace podcast, host DG sits down with financial expert Emily Nelson to break down the essentials of money management at any age. Together, they discuss the basics of budgeting, the importance of building emergency funds, understanding insurance needs, and preparing for retirement. Emily Nelson shares practical advice for those with little or no savings, highlights the value of tracking spending, and explains key differences between financial tools like traditional and Roth IRAs. The conversation also touches on safeguarding against scams, the complexities of power of attorney, and the importance of naming beneficiaries. Whether you're just starting out or planning for your later years, this episode offers clear, actionable tips to help you take control of your financial future with confidence.Connect with Aging With Grace®️ at agingwithgraceinfo.org

Do you keep putting off "the money talk" with your partner? You're not alone. So many couples avoid talking about finances because of fear, shame, or past trauma, but silence creates stress, not safety. In this closing episode of the Love & Money Unfiltered series, Karen and Mauro tackle the emotions behind money avoidance and give you practical tools to start having honest, judgement-free financial conversations. This episode is your permission slip to speak up, listen better, and create a financially transparent relationship - without the drama.

Advisors on This Week's Show Kyle Tetting Adam Baley Dave Sandstrom (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Dec. 15-19, 2025) Significant Economic Indicators & Reports Monday No major announcements Tuesday Employers continued to add jobs in November amid signs of a weakening labor market, including the highest unemployment rate in four years. The shutdown-delayed employment report from the Bureau of Labor Statistics showed 64,000 more jobs in November after a 105,000-job decline in October, the third drop in five months. Federal jobs led the October fall as total employment stayed flat since April. Temporary help — considered a harbinger of hiring trends — reached its lowest level outside of the pandemic since 2012, amid recovery from the Great Recession. Because of the 43-day government shutdown, household data was not collected in October and had a higher margin of error in November. That data raised the seasonally adjusted unemployment rate rose to 4.6% in November, the highest since September 2021. The Commerce Department reported no change in retail sales in October. Eight of 13 major categories had higher sales. Decliners were led by car dealers, home-and-garden centers and bars and restaurants. Sales fell at gas stations because of lower prices. Excluding volatile car and gas sales, retailers generated 0.5 % more revenue than in September. About two-thirds of U.S. economic activity is driven by consumer spending, a majority of which is reflected in retail sales. Wednesday No major announcements Thursday The broadest measure of inflation showed a 2.7% annual pace in November. Because of the shutdown, the Bureau of Labor Statistics skipped its October report, the first miss  since 1948, but showed a lower Consumer Price Index increase for the first time since April, when the year-to-year rate was 2.3%. Inflation stayed above the long-range Federal Reserve target of 2% but was down from a four-decade high of 9.1% in June 2022. According to the incomplete report, gas prices were up 11% from the year before and shelter costs rose 3%. Excluding volatile costs for energy and food, the core CPI rose 2.6% from November 2024. The four-week moving average for initial unemployment claims rose for the second week in a row, the Labor Department reported. The gauge of employers' willingness to release workers was 40% below the long-term average and up 5% from the low just before the COVID-19 pandemic. Total jobless claims rose nearly 16% in the latest week to just below 2 million, up almost 2% from the year before. Friday Existing home sales rose 0.5% in November, a third consecutive increase, the National Association of Realtors reported. The annual sales rate of 4.1 million houses and condos was 1% below the year before; 2024 had the lowest sales in 30 years. An economist for the trade association said housing wealth was at an all-time high, so homeowners are in no hurry to list their properties. Low inventory has helped boost prices, rising to a median price of $409,200 in November, a 1.2% gain from the year before and the 29th consecutive increase. The University of Michigan's consumer sentiment index rose marginally in December, though it was 28.5% lower than the year before. Conditions for buying durable goods fell for the fifth month in a row as 63% of consumers surveyed foresaw a continuing rise in unemployment. Inflation expectations fell but remained higher than they were in January. Economists follow consumer sentiment as a leading indicator of consumer spending. Market Closings for the Week Nasdaq – 23286, up 91 points or 0.4% Standard & Poor's 500 – 6837, up 10 points or 0.1% Dow Jones Industrial – 48254, down 204 points or 0.4% 10-year U.S. Treasury Note – 4.15%, down 0.04 point

While 401k balances and the retirement account participation rate have been steadily increasing, nearly 40% of Americans are still at risk of being unable to sustain their present standard of living in retirement. Donna discusses the sharp economic divergence of the past generation between the asset accumulators and the income dependent. Also, on MoneyTalk, social security decision making, and bull market mistakes. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 12/15/2025. 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.

When it comes to money, notions of “fairness” can vary from person to person — and sometimes within ourselves. Nathan and Donna discuss some scenarios that highlight contradictions in what we consider to be fair when it comes to our money. Also, on MoneyTalk, ways that technology has complicated our financial lives, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/16/2025. 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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Conservative leader Pierre Poilievre says he won't step down ahead of his leadership review in January, even if another MP crosses the floor to hand the Carney Liberals a majority. Vassy Kapelos sits down with Poilievre for a year-end discussion. On today's show: Money Talk with John Klotz: How did we fare financially in 2025, and what should we be preparing for in 2026? The Daily Debrief Panel - featuring Graham Richardson, Sharan Kaur, and Laryssa Waler. Vassy speaks with former diplomat Michael Kovrig about the conviction of Hong Kong pro-democracy activist Jimmy Lai. Brian Kingston, the President of the Canadian Vehicle Manufacturers Association, discusses the implications of Ontario's Premier pivoting away from Ontario's E.V. business.

Since the recovery from the Great Financial Crisis, housing prices have been on a moon shot trajectory, and while the market has shown some signs of cooling, the odds of a meaningful downward price shift remain low. Donna and Nathan discuss the factors that contributed to the inflated housing market, and what it would take to bring the prices back down to earth. Also, on MoneyTalk, understanding your tax withholdings, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/11/2025. 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.

Kyle Tetting, Steve Giles and Tom Pappenfus recap the week's developments and the implications for long-term investors.

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What's up, family! Today I'm sitting down with my brother, Latera Whitfield, who's interviewed over 600 singles and married couples and just got married himself! We're talking about the REAL conversations behind love, money, marriage, and legacy—no fluff, just real talk.We break down:- Why intentionality is the key for singles and couples- The $150,000 wedding: Was it worth it? How did we pay for it?- Why most couples fight about money (and how to avoid it)- The truth about “financial infidelity” and secret accounts- How to build a marriage that supports BOTH your dreams- Why every couple needs a mission statement (not just love)- What it means to be a true provider in 2025- How to heal from past financial trauma and build together- If you're single, dating, engaged, or married—this episode is for you. Let's get it, family!MENTIONED IN THE SHOW:

With fewer companies paying dividends today than in the past, dividend paying ETFs and mutual funds have become less diversified. Donna and Nathan discuss some of the trade-offs investors make with dividend paying securities. Also on Money Talk, what to do with your home in retirement, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/4/2025; Original Air Date: 12/12/2024. 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.

There is a common misconception that estate planning is exclusively for the wealthy, but many of the legal tools that estate attorneys prepare for their clients are useful for people from all walks of life. Nathan speaks with estate attorney and longtime MoneyTalk contributor, Andy Nault, to discuss some estate planning documents that you should consider having in place, how to avoid some common mistakes, and much more. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Andy Nault; Air Date: 12/5/2025; Original Air Date: 6/6/2025. 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.

We love talking about the benefits of the Roth IRA, and if you are one of the investors who can’t make direct contributions to a Roth due to the income limits, there are a few workarounds that you may not know about. Donna discusses some of the strategies that high earners use to take advantage of the benefit of saving on a Roth basis. Also, on MoneyTalk, anchoring our lifestyle expectations to reality. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 12/8/2025. 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.

Dave Sandstrom, Mike Hoelzl and John Sandstrom talk about stock gains amid mixed economic signs. What it means for investors.

Navigating taxes doesn’t end when your 9-to-5 does, and in retirement the rules can feel even more confusing. Donna discusses some of the tax topics that tend to complicate the filing process for retirees, including social security, RMDs, quarterly estimates and more. Also, on MoneyTalk, considerations for relocating in retirement, and how to know if the income related monthly adjustment amount will affect you. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/24/2025. 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.

As you age, your financial priorities will change with you, so it is often useful to segment your financial plan into decades, allowing your plan to evolve to meet the needs of the moment. Donna and Nathan discuss the typical areas of focus that come with each decade as you journey toward retirement. Also on MoneyTalk, Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 11/25/2025; Original Air Date: 2/7/2023. 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.

"Creating safe spaces for people to talk about money is one of the most powerful things we can do right now to make the world better for change." -Meg Wheeler Our hosts Stephanie McCullough and Kevin Gaines sit down with Meg Wheeler, CPA and founder of the Equitable Money Project, who's on a mission to demolish the shame surrounding money conversations through accessible financial education. Her approach shows us that the path to financial confidence isn't about becoming an expert. It's about learning to simply talk about money without judgment. "Why should we know this when we've never been taught it in school?" Meg challenges the pervasive shame many people feel about their financial knowledge gaps. After all, we don't feel ashamed about not knowing brain surgery or environmental science because we were never taught those subjects either! The real problem isn't lack of knowledge, but the absence of safe spaces to discuss money openly. Meg's work centers on creating a community where people can share their financial stories without fear. She emphasizes that most people's situations aren't unique. Whether it's medical debt from our broken healthcare system or struggling with inconsistent business income, the factors contributing to financial challenges are systemic rather than personal failures. She suggests going for incremental progress rather than perfection. "Every quarter we want you to pick just one thing within one of those buckets to focus on," she explains, referring to her three-pillar framework: set up foundations, stabilize, and grow. This approach makes wealth-building feel achievable rather than overwhelming. Perhaps most powerfully, Meg advocates for teaching children about money early. Her eight-year-old has a debit card and checks his bank balance before purchases. Not because he's learning to become a financial professional, but because money should not be feared but normalized. Financial empowerment begins not with expertise, but with conversation, community, and compassion toward ourselves and others navigating the same challenges.   Key Topics ●      Meg's Path to Financial Education (02:26) ●      The Problem with "Financial Literacy" (04:28) ●      Why We Feel Shame About Money (05:21) ●      Information vs. Quality Education (05:56) ●      Creating Safe Spaces for Money Talk (14:07) ●      Teaching Kids About Money (16:13) ●      Learning the Language of Money (17:43) ●      The Three Pillars of Wealth Building (25:51) ●      Overcoming Emergency Fund Shame (26:54) ●      Business Owner Tips and Avoidance (33:00)   Resources: Equitable Money Project website   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

In the seasonal spirit of giving, Landaas investment advisors suggest strategic ways for investors to be charitable.

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.

Bonds prosper as stocks fall, delayed economic data - and other insights from Kyle Tetting, Art Rothschild and Steve Giles.

Talking about money isn't always easy, Bestie — especially when no one ever taught us how to truly manage it.

November is financial literacy month, and when it comes to finances, ignorance is certainly not bliss.With all the resources online, whether that be from TikToks or business blogs or even ChatGPT, it may seem intimidating to cut through all the noise to find out what works for you. But the reality is, educating yourself is easier than you think. All it takes is one conversation.Host Kris McCusker speaks to Gary Teelucksingh, co-founder of the Money Wise Institute and partner at Electric Mind. He's also the author of Roots of Prosperity: Building Legacies Beyond Wealth. The two discuss how to build financial habits that work for your personal lifestyle, and how the worst thing you could do for your money is NOT talk about it, regardless of how old you are. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstoryfpn on Twitter

Many people end up depending on their adult children for support as they age, but for seniors who don't have children nearby for help, it's crucial to create a plan to ensure that you have the support you need when that time comes. Donna discusses legal protections, human resources, and best practices for those preparing to age alone. Also on MoneyTalk, a breakdown of the various types of annuities. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/17/2025. 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.

We typically only hear about bonds when we experience spikes in interest rates or inflation, but understanding how bonds work helps us to better understand how the economy functions. Nathan takes us through 10 things you should know about bonds. Also on MoneyTalk, how different business entities function, and choosing your investment vehicles. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 11/14/2025; Original Air Dates: 1/26/2024 & 4/26/2024. 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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Kyle Tetting, Dave Sandstrom and Tom Pappenfus discuss the shutdown, earnings, interest rates and what matters to investors.

The first year of retirement is one of life's great paradigm shifts, and approaching it with a level of mindfulness is essential. Donna discusses the psychological hurdles that many face following their transition to retirement, and how to avoid getting tripped up. Also on MoneyTalk, how to reinforce financial goal-setting with young adults, and IRA FAQs. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/10/2025. 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.

In the podcast, Andrew is joined by Pastors Scott Kramer, Eric Goldsborough, and Scott Nagle to discuss the new sermon series "Money Talks," focusing on biblical financial principles like stewardship and the idea that God owns everything. They emphasize teaching these concepts to both new believers and youth, while addressing cultural pressures and sharing personal experiences about trusting God with finances.

Pastor Eric's message addresses the biblical perspective on money, emphasizing that God owns everything, and we are merely managers of His resources, responsible for using them wisely and generously. It challenges listeners to adopt a godly attitude towards wealth, encouraging them to prioritize eternal treasures over earthly possessions and trust God with their finances.

Pastor Scott explores the concept of "money talks," highlighting that God owns everything and that all possessions are His, urging us to adopt a biblical worldview and see ourselves as managers rather than owners of our resources. He encourages us to align our perspectives on money with biblical principles by understanding that everything we have comes from God.

Have you ever hesitated to recommend a treatment because you weren't sure your patient could afford it — or worried your fees would look like you're putting profit before care? Many private-practice providers freeze at the money conversation: we undercharge out of guilt, over-explain costs, or avoid talking about outcomes and value — and that leaves patients confused, underserved, or worse, exploited. That discomfort is exactly why this episode matters. The Roundtable pulls back the curtain on pricing, billing, and ethical care — we name the tension between value and access, then give you practical ways to hold both at once: clear upfront conversations about outcomes, flexible "plan B" options, warranties/refund approaches for devices, pro-bono funnels, and clinician-level boundaries that protect both patient outcomes and your team's sustainability. BY THE TIME YOU FINISH LISTENING, YOU'LL LEARN: How to frame cost conversations around value and outcomes (so patients see spending as investment, not just expense). Concrete strategies for setting and defending fee schedules while staying ethical and compassionate (including transparency, team conversations, and when to push back on insurer-driven rates). A practical, team-based clinical approach for complex concussion cases — what to assess first (vision, vestibular, neck, nervous-system regulation) and how to coordinate referrals. Real ways to increase access without going broke: pro-bono slots, low-cost/online resources, sliding plans, and negotiating efficient treatment doses that still get results. On this episode of The Roundtable we dig into the hard stuff — cost, billing, and caring for people in vulnerable positions — and we walk through a real, messy case study (Michelle's multi-system concussion) so you leave with both mindset shifts and actionable tools.    Join the Clinician's Edge to have Your Weekly Taste of Neuro Wisdom here: https://www.natashawilch.com/clinicians-edge   Visit Natasha's Website: https://www.natasha-wilch.com   Thank you to our sponsor Neuronic. Learn more about their photobiomodulation products and save $100 on your order by checking out their website here: https://www.neuronic.online/discount-handler?code=2568457

One of the most common things new clients want to know is how their retirement assets measure up against their peers, and one of the first jobs of the advisor is to steer them away from this kind of thinking. Donna and Nathan discuss the process of assessing your financial health, and how to appropriately measure your progress. Also on MoneyTalk, income investing and the downsides of living off dividends. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/6/2025. 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.

How you choose to structure your business will have great bearing over how you are taxed, and how much liability you take on. Nathan discusses how each of the various types of business entities operate, how they differ, and why it is important to seek professional guidance when deciding which formation is right for you. Also on MoneyTalk, the diversification challenge, and understanding investment categories. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 11/7/2025; Original Air Date: 12/10/2024. 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.

Kyle Tetting and Adam Baley offer investors insights on the latest developments in financial markets and the economy.

The great Notorious B.I.G. once said, “Mo money, mo problems”, and while some of us may scoff at this as something only rich people say, it is true that many of the worlds wealthiest people do not consider themselves happy. Donna and Nathan discuss this and other lessons offered by writer, Ben Carlson, in his blog post, “17 Thoughts About Money”. Also on MoneyTalk, big mistakes made by some history's most iconic investors. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/5/2025; Original Air Dates: 2/15/2024 & 10/2/2024. 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.

With many homeowners now saddled with unsustainably high mortgage payments, some are looking to adjustable rate mortgages as an alternative, gambling on the prospect of lower rates coming down the pipe. Donna and Nathan discuss the flawed assumptions and risks behind this strategy. Also on MoneyTalk, the shift back to active bond funds, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 11/4/2025. 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.

On this episode, we're focusing on the topic of money with financial translator and author of the Broke Millennial book series Erin Lowry. In 2013, Lowry began sharing money advice on her blog, Broke Millennial, and quickly became a trusted source for personal finance advice. Today, she's sharing how to approach money conversations in romantic relationships, why you might need a financial therapist, and the helpful scripts you can use when declining invitations to dinners that you just can't afford. Plus, in case you missed it, Nikki got engaged recently! So Lowry shares all her wedding and future planning advice with her. Tune in to hear Lowry's expert financial POV on everything from prenups to trad wives.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.