Podcasts about Money Talk

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

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.

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.

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.

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.

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.

The Carney government will face a final confidence vote on the 2025 Federal Budget later today, and whether or not it will pass is still up in the air. On today's show: The U.S. Senate has passed a bill aimed at ending the weeks-long government shutdown, with 8 Democrats breaking party ranks to move the plan forward. Vassy's interview with Government House Leader Steven MacKinnon about the upcoming budget vote. Vassy speaks with former White House National Security Advisor John Bolton on what's at stake for Trump's tariff agenda, particularly if the Supreme Court rules against IEEPA tariffs. Money Talk with John Klotz: Do you need an emergency fund? The Daily Debrief Panel - featuring Zain Velji, Tom Mulcair, and Tim Powers. CTV National News Quebec Bureau Chief Genevieve Beauchemin explains why thousands of doctors packed Montreal's Bell Centre on Sunday to protest Quebec's healthcare reform.

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.

You pay into the social security system your whole life, and when it's finally time to claim your benefits, what should feel like a moment to celebrate often becomes a moment of confusion where the wrong decision can carry life long consequences. Donna and Nathan discuss mistakes people make with their social security benefits, and how to avoid them. Also on MoneyTalk, the good and the bad of using target date funds, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 10/30/2025. 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.

A Roth conversion can be a great strategic tool for reducing overall tax burden, minimizing RMDs, and achieving certain estate planning goals, but only under very specific circumstances. Donna and Nathan run through the variables in the Roth conversion decision process, who benefits most, and the consequences of getting it wrong. Also on MoneyTalk, balancing competing goals, and Special Guest Stock Trivia. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 10/28/2025; Original Air Dates: 11/27/2022 & 10/19/2023. 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.

AI chat bots have streamlined the information gathering process, but as with any model, their output is only as good as their input, so when it comes to personal finance questions, the wrong prompts can lead to costly mistakes. Donna walks us through the process of prompt engineering AI chat bots to assist with financial decision making, and what types of questions should be left to a professional. Also on MoneyTalk, managing retiree healthcare costs. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 10/27/2025. 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.

Advisors on This Week's Show Kyle Tetting Art Rothschild Steve Giles (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Oct. 27-31, 2025) Significant Economic Indicators & Reports Monday An indicator of demand for manufactured products, the Commerce Department's report on durable goods orders, was unavailable because of the federal government shutdown. Tuesday Housing prices continued slowing in August, according to the S&P Cotality Case-Shiller national home price index. The measure showed a 1.5% year-to-year gain in residential prices, the lowest in more than two years and below the overall inflation rate for the fourth straight month. An S&P analyst said the housing market has been trying to find a sustainable equilibrium following its post-pandemic boom. He added, "(H)omeowners are watching their real equity erode while buyers face the dual challenge of elevated prices and high borrowing costs." The Conference Board said its consumer confidence index moved sideways in October. The index dipped slightly from September with lower expectations offsetting consumers' marginally higher opinion of the present situation. The business research group said pessimism about the future continued to suggest an impending recession for the ninth month in a row. Prices and inflation remained the top concerns among survey respondents. Mentions of tariffs declined from earlier surveys but stayed elevated. Some consumers expressed dismay about the federal government shutdown. Wednesday The National Association of Realtors said its pending home sales index was unchanged in September and down 0.9% from the year before. The trade association said lower mortgage rates and increased wealth effect – from record-high stock prices and elevated home values – could not overcome apparent softening in the job market.  The pending sales index remained more than 25% below its 2001 base, which the Realtors consider a normal level of sales activity. As expected, the Federal Open Market Committee lowered short-term lending rates by one quarter of a percentage point for the second time in six weeks. The Federal Reserve Board's policy-making body said continued consideration of slowing labor markets prompted it to loosen monetary control, though it also expressed reluctance to lower rates while inflation stayed above the long-term target of 2%. The September Consumer Price Index showed broad inflation rising at a 3% annual rate, although more complete data reports have been curtailed by the federal government shutdown. Thursday The broadest measure of U.S. economic output, the quarterly report on gross domestic product, was not available from the Bureau of Economic Analysis because of the federal government shutdown. The GDP report includes the Fed's preferred measure of inflation, the personal consumption expenditure index. The Labor Department's report on initial unemployment insurance claims was not available for the fifth week in a row because of the federal government shutdown. Friday The Bureau of Economic Analysis did not release its consumer spending report for September because of the federal government shutdown. Market Closings for the Week Nasdaq – 23725, up 520 points or 2.2% Standard & Poor's 500 – 6840, up 49 points or 0.7% Dow Jones Industrial – 47563, up 356 points or 0.8% 10-year U.S. Treasury Note – 4.10%, down 0.10 point

If you are one of the millions pof Americans who doesn't have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate planning attorney and long time friend of the show, Paul Brule, to discuss some of the most common estate planning mistakes and how to avoid them. Hosts: Nathan Beauvais CFP®, CIMA®, CPWA® & Steven Beauvais; Special Guest: Paul Brule; Air Date: 10/24/2025; Original Air Date: 3/24/2023. 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.

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Send us a Text Message and suggest a topic or guest!Ever feel like money talks with your spouse turn into a maze of receipts, blame, and “we'll do this when life slows down”? Let's change the script.We close our money and marriage series with a simple, powerful exercise that helps you move from logistics and conflict to compassion and clarity—no perfect plan required. With a pen, two sheets of paper, and 30 minutes, you'll uncover the stories you each carry about money, the beliefs you absorbed growing up, and the hopes you want to build together.You'll hear:• why waiting for the perfect time keeps you stuck• how stories shape money beliefs and reactions• questions that uncover childhood scripts and adult triggers• practices to build empathy before budgets• inviting God into marriage and money through prayerDid you love this episode? Send me an email (jordan@familiesofcharacter.com) and tell me what surprised you! What did you learn about your spouse through the exercise? Or what new dream did you discover together? And if this episode was a favorite, share it with a friend!Support the showGive $20 to keep the mic on. We're a 501 c(3) non-profit and produce this show for parents around the globe.Discover the secrets to building a connected + thriving family. All you'll need is a few minutes of your week—it's easy!Looking for things to combat boredom and bolster growth in your kids? Check out our Tame the Tech Bundle and the Best Me I Can Be Journal!our website

Brady is back on a Monday night, talking about John Stanton's comments in the Seattle Times. Did they go far enough? Did they ultimately matter?Also, how much money do the Mariners actually have to spend this offseason and what are the early contract projections on Naylor, Suarez and Polanco?Also, we spoke earlier this month to Tacoma Rainiers broadcasters Andy Helwig and Rylee Pay, and now's the time to play them.

Hablamos de la inevitable venta de Warner Bros., probablemente a David Ellison, y de cómo es 100% seguro que algo que no restaurará es el ortoverso; y en dudosas decisiones artísticas, Bob Iger canceló una potencial película de Kylo Ren que Adam Driver junto con Steven Soderbergh estaban desarrollando. Luego hablamos de algunos de los […]

In this episode of Funky Friday, Cam Newton sits down with Joey Bada$$ for an unfiltered conversation about music, mental health, and relationships. They break down the New York rap scene, the impact of social media and streaming, and how Joey stays grounded while chasing purpose over clout. From therapy and emotional growth to love, loyalty, and navigating life in the public eye, this episode is all about courage, creativity, and self-discovery. Don't miss this deep dive with one of hip-hop's most influential voices.00:00 – “People Still Gotta Unlock Themselves” — Joey Bada$$00:57 – Cam Brings Joey In02:15 – The State of New York Rap07:52 – The Craft: How Joey Build His Art16:40 – When Clout Meet Culture35:32 – Juggling Life, Legacy & Lyrics35:56 – The Power of Isolation38:53 – From Bars to Big Screen40:34 – Game Within the Game42:40 – Money Talk & Mindset01:08:07 – Black Men, Therapy & Healing01:11:18 – The Monogamy Conversation01:15:05 – Growth Ain't Pretty, But It's Necessary01:29:01 – Public Life, Private Love01:35:09 – Celebratin' Each Other's Wins

Social Security raises, earnings, interest rates, other news hitting investors - from Kyle Tetting, Adam Baley & Mike Hoelzl.

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.

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.

We try to take a calculated approach to decision making with our money, but more often than not, those decisions are driven by emotions. Donna and Nathan use the framework of behavioral finance to explain the role the investment advisor can play in helping to offset some of our counterproductive tendencies. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 10/21/2025; Original Air Date: 1/27/2023. 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.

KI als Finanzberatung? Ich analysiere die Antworten von ChatGPT und gebe dir meine wichtigsten Learnings mit. Jetzt Podcastfolge anhören.

While index funds have their benefits, customization has never been one of them, that is - until now. Donna and Nathan discuss how the technology behind direct indexing is allowing investors to design their own specialized portfolio to benchmark an index, while using sophisticated tax efficiency strategies unavailable with traditional index funds. Also on MoneyTalk, getting your ducks in a row before retirement, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®, CPWA®; Air Date: 10/16/2025. 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.

Kyle Tetting and Tom Pappenfus review developments in the markets and economy and their effects on long-term investors.

Being mortgage free is the dream for most homeowners, but even if you have the available cash to pay off your house, it may be a tough decision in a high savings rate environment. Donna and Nathan answer a MoneyTalk hotline question from a listener who is grappling with this very decision. Also on MoneyTalk, deciding whether to rent or buy, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 10/14/2025. 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.

If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but a growing number of Americans today receive income from multiple sources, each of which may be taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: social security, pensions, dividends and interest, capital gains, retirement accounts, life insurance proceeds, annuities, and real estate sales. Also on MoneyTalk, a social security refresher. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 10/9/2025; Original Air Dates: 4/9/2024 & 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.

Growth in life is largely about learning from your mistakes, but at a certain point in our journey we will no longer have the benefit of time to recover from those mistakes, so having a plan is essential. Nathan discusses some common mistakes to be mindful of as we prepare for retirement, including: outliving your assets, favoring accumulation over distribution, failing to account for inflation, and much more. Also on MoneyTalk, valuable takeaways from Hans Rosling's book, “Factfulness: Ten Reasons We're Wrong About the World-and Why Things Are Better Than You Think.” Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Daniel Sowa; Air Date: 10/10/2025; Original Air Date: 6/12/2023. 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.

Episode 196: Smart Money Moves for Family Vacations with Skyler Fleming For most families, the biggest obstacle to taking that dream trip isn't time—it's money. The good news? With a little planning and some smart financial strategies, you can make vacations happen without draining your savings or piling on debt. In this episode, Rob talks with Skyler Fleming, Certified Financial Planner and host of the Money Talks podcast. Skyler shares practical tips to help families budget, save, and plan so travel dreams can become travel memories. From avoiding credit card traps to involving kids in the budgeting process, this conversation is packed with actionable advice for making travel financially doable—and fun. What You'll Learn in This Episode: Why “splurging comfortably” is possible with the right budgetThe first steps families should take when creating a vacation budgetCommon costs families forget to plan for (and how to avoid surprise expenses)How far in advance you should start saving for a big tripSimple savings strategies that won't eat into everyday essentialsThe truth about credit card rewards—and how to use them wiselyFun ways to involve kids in vacation budgeting and decision-makingWhy planning ahead reduces pressure and makes vacations more enjoyable About Our Guest Skyler Fleming is a Certified Financial Planner and the host of the Money Talks podcast, where he helps people build strong money habits. His practical, down-to-earth approach helps families think differently about budgeting and saving so they can enjoy life—and travel—without financial stress. Learn more at MoneyTalk.show. Resources & Links Visit Skyler's website: MoneyTalk.showListen to the Money Talks podcast on your favorite platformFollow The Family Vacationer on Instagram and Substack Don't Miss Rob's upcoming book, The Family Vacationer: A Parent's Guide to Meaningful Travel, is on the way! Filled with stories and tips to help you make your trips more meaningful, it's coming soon—stay tuned for details.

Kyle Tetting, Art Rothschild and Dave Sandstrom give investors insights on the shutdown, China, bonds, balance and more.

We can all agree that we are in the midst of a challenging housing market, but it may surprise you to learn that the cost of a median priced home in ounces of gold today is the same as it was back in 2008. Donna and Nathan discuss how looking at the big economic picture can reframe our understanding of the real condition of a particular financial market. Also on MoneyTalk, how restricted stock units work, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 10/7/2025. 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.

Ever wonder what a financial advisor really tells you? In this candid episode, we pull back the curtain on our recent meeting with an independent financial advisor. We're sharing the surprising truths we learned, the validation we received, and the exact steps we're taking to strengthen our financial future. This isn't about complex theories; it's a real-life look at how an outside perspective can illuminate your path and empower you to move forward with confidence. We discovered that while we are doing very well and are on track with our goals, there were crucial blind spots we had completely missed. If you've been curious about working with a professional or just want to see how a real financial plan gets refined, this episode is for you.       Our website: www.forbetterandworth.com Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlight Connect with us: Instagram: @forbetterandworth YouTube: @forbetterandworth Ericka: @erickayoungofficial Chris: @1cbyoung  

For early baby boomers, the transfer of wealth to the next generation typically took place at death, but today we are seeing far more retirees beginning to transfer their wealth while still living, which can require a more complex level of estate planning. Donna discusses estate planning considerations for those looking to begin the wealth transfer process early. Also on MoneyTalk, the benefits of a trust in estate planning, and mistakes investors make when times are good. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 10/6/2025; Original Air Dates: 7/10/2023, 4/22/2024 & 8/4/2025. 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.