Podcasts about Money Talk

  • 1,127PODCASTS
  • 6,610EPISODES
  • 44mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Jan 28, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about Money Talk

Show all podcasts related to money talk

Latest podcast episodes about Money Talk

WPRV- Don Sowa's MoneyTalk
Different Taxes for Different Income

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Jan 28, 2026 41:49 Transcription Available


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, when to consider a Roth conversion, and how IRRMA impacts Medicare premiums. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/26/2026; Original Air Date: 4/9/2024. 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.

WPRV- Don Sowa's MoneyTalk
Striking a Balance with Financial Support

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Jan 27, 2026 41:46 Transcription Available


In today’s inflated economy, it’s rare to find a financially independent young adult, but supporting your children without healthy boundaries is a sure way to stunt their growth and potentially threaten your retirement goals. Donna and Nathan discuss how to provide balanced financial assistance to your kids without sacrificing your own future security. Also, on MoneyTalk, why some retirees are getting a higher tax bill than they planned for, and how to know if you need a trust. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/22/2026. 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.

Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Jan. 23, 2026

Landaas & Company Money Talk Podcast

Play Episode Listen Later Jan 23, 2026 24:20


Kyle Tetting, Dave Sandstrom and Mike Hoelzl talk about a bumpy week for stocks and what's important for long-term investors.

AllAboutTRH Podcast - All About The Truth
Reza Farahan Interview + Amanda & Kyle Separation, RHOBH Money Talk, and a Leaked DM

AllAboutTRH Podcast - All About The Truth

Play Episode Listen Later Jan 22, 2026 31:30


On today's episode of AllAboutTRH, we're joined by Reza Farahan from Bravo's newest series The Valley: Persian Style. Reza opens up about how he was asked to join the show, who he still keeps in touch with from Shahs of Sunset, and responds to Mike Shouhed being upset that he wasn't included in the cast. He also shares behind-the-scenes insight on the new show and what viewers can expect moving forward. Before diving into our interview with Reza, we break down the biggest pop culture headlines of the week, including the latest on Summer House stars Amanda Batula and Kyle Cooke and their reported separation, how the newest The Real Housewives of Beverly Hills star Amanda Frances claims to be making over $400K a month, and the leaked DM involving Whitney Rose that has fans talking. It's a packed episode with exclusive insight, candid reactions, and all the Bravo and pop culture tea you don't want to miss.  Follow Us On ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Us On ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Us On ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Patreon ⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

WPRV- Don Sowa's MoneyTalk
The Zero Tax Population

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Jan 22, 2026 39:58 Transcription Available


After the tax breaks built into the One Big Beautiful Bill, it is estimated that 42% of Americans will pay zero income tax, and if you were wondering how that could be possible, you’re not alone! Donna and Nathan walk us through five different scenarios of households that would end up paying no income taxes under the current tax system. Also, on MoneyTalk, 529s and other college tools, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/20/2026; Original Air Dates: 12/28/2023 & 10/2/2025. 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.

Der Madame Moneypenny Podcast mit Natascha Wegelin
Du willst Rendite UND Sicherheit? Ich zeige dir, wie. – Moneytalk | Episode #443 (Wiederholung)

Der Madame Moneypenny Podcast mit Natascha Wegelin

Play Episode Listen Later Jan 20, 2026 25:01 Transcription Available


Sicherheit UND Rendite? Du kannst beides gleichzeitig haben, wenn du in ETFs investierst. Erfahre in dieser Folge, wie du das Sicherheits-Rendite-Dilemma für dich auflöst. Jetzt anhören.

WPRV- Don Sowa's MoneyTalk
New Roth Rules & IRA Limits

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Jan 20, 2026 41:32 Transcription Available


High earners over age 50, a group traditionally excluded from Roth participation, are now being required to make their catch-up contributions on a Roth basis, an ironic pivot intended to bolster near term government revenue. Donna and Nathan discuss the various changes to retirement account rules and limits to keep you on the right side of the regulators. Also, on MoneyTalk, investing in international markets, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 1/15/2026. 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.

Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Jan. 16, 2026

Landaas & Company Money Talk Podcast

Play Episode Listen Later Jan 16, 2026 25:17


Kyle Tetting, Adam Baley and Kendall Bauer provide insights into the latest developments affecting long-term investors.

WPRV- Don Sowa's MoneyTalk
Playing Catchup Just Got Harder

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Jan 15, 2026 40:35


Starting in 2026, higher income workers over 50 are required to make 401k catchup contributions on a Roth basis, one of the more controversial provisions of the SECURE Act 2.0. Donna discusses how this change reduces the potential for tax deferred growth for those affected while increasing government revenue, and some of the likely implementation hurdles. Also, on MoneyTalk, considerations for the year leading up to retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 1/12/2026. 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.

WPRV- Don Sowa's MoneyTalk
Inherited IRA Withdrawal Rules

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Jan 12, 2026 41:05


Inheriting money from a spouse is a pretty straightforward process, but when money is passed down from parents or other family members, the rules get a bit more complicated. Donna and Nathan discuss the process of distributing assets from a non-spousal inheritance. Also, on MoneyTalk, Stock Trivia: Battle of the Sowas. —Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features, and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an index annuity for its features, costs, risks, and how the variables are calculated. — Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 1/6/2026; Original Air Date: 7/1/2025. 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.

Teddi Tea Pod With Teddi Mellencamp
Queen of Money Talk (RHOBH Recap)

Teddi Tea Pod With Teddi Mellencamp

Play Episode Listen Later Jan 9, 2026 39:06 Transcription Available


We have a special guest co-host to recap RHOBH… RHOC’s Katie Ginella! Katie spills that she doesn’t talk to Sutton but she does talk to Avi. Plus, Tamra reveals which RHOBH housewife she would NOT be friends with.See omnystudio.com/listener for privacy information.

Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Jan. 9, 2026

Landaas & Company Money Talk Podcast

Play Episode Listen Later Jan 9, 2026 27:00


Advisors Kyle Tetting, Art Rothschild & Mike Hoelzl discuss a new labor report and other news affecting long-term investors.

WPRV- Don Sowa's MoneyTalk
Longevity Planning

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Jan 7, 2026 41:17


Retirement planning is mainly focused on the math, but there is much more to aging than surviving financially, and today’s advisors are taking a more holistic approach to serving their senior clients. Donna discusses how longevity planning is providing a more comprehensive solution to the needs of the retirement community. Also, on MoneyTalk, hurdles you may face during your first year of retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 1/5/2026. 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.

WPRV- Don Sowa's MoneyTalk
An Open Letter to Millennials

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Jan 5, 2026 42:24


As we age, it's only natural to look to the next generation with hopes that they won't make the same mistakes that we did. Donna and Nathan reflect on the lessons that the previous generations can impart on millennials as they struggle to pave their way through the challenges of today's world. Also on MoneyTalk, how niche retirement communities are reshaping the expectations of incoming retirees, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/23/2025; Original Air Dates: 5/16/2024 & 4/25/2024. 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.

Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Jan. 2, 2026

Landaas & Company Money Talk Podcast

Play Episode Listen Later Jan 2, 2026 20:35


Landaas investment advisors Kyle Tetting, Kendall Bauer and John Sandstrom highlight 2025 developments impacting investments.

WPRV- Don Sowa's MoneyTalk
Getting Wealthy vs Staying Wealthy

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Dec 29, 2025 41:53


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.

Annex Wealth Management Show
Money Talk - The Annex Wealth Management Show | (Sunday) 12/28/25

Annex Wealth Management Show

Play Episode Listen Later Dec 28, 2025 36:45 Transcription Available


Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Dec. 26, 2025

Landaas & Company Money Talk Podcast

Play Episode Listen Later Dec 26, 2025 28:21


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

Aging With Grace
140 - Money Talk

Aging With Grace

Play Episode Listen Later Dec 25, 2025 33:14


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

Annex Wealth Management Show
Money Talk - The Annex Wealth Management Show | (Sunday) 12/21/25

Annex Wealth Management Show

Play Episode Listen Later Dec 21, 2025 35:29 Transcription Available


Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Dec. 19, 2025

Landaas & Company Money Talk Podcast

Play Episode Listen Later Dec 19, 2025 20:28


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

WPRV- Don Sowa's MoneyTalk
The K-Shaped Economy

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Dec 18, 2025 41:39


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.

WPRV- Don Sowa's MoneyTalk
Fairness is Relative

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Dec 18, 2025 42:09


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.

The Big 550 KTRS
Money Talk 12 14 25

The Big 550 KTRS

Play Episode Listen Later Dec 17, 2025 56:51


Money Talk 12 14 25 by

WPRV- Don Sowa's MoneyTalk
A Stubborn Housing Market

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Dec 15, 2025 41:55


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.

Annex Wealth Management Show
Money Talk - The Annex Wealth Management Show | (Sunday) 12/14/25

Annex Wealth Management Show

Play Episode Listen Later Dec 14, 2025 36:19 Transcription Available


Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Dec. 12, 2025

Landaas & Company Money Talk Podcast

Play Episode Listen Later Dec 12, 2025 19:43


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

The Big 550 KTRS
Money Talk 12-7-25

The Big 550 KTRS

Play Episode Listen Later Dec 11, 2025 57:04


Money Talk 12-7-25 by

The Big 550 KTRS
Money Talk 11-30-25

The Big 550 KTRS

Play Episode Listen Later Dec 11, 2025 57:03


Money Talk 11-30-25 by

The Big 550 KTRS
Money Talk 11-23-25

The Big 550 KTRS

Play Episode Listen Later Dec 11, 2025 56:55


Money Talk 11-23-25 by

The Table with Anthony ONeal
We Split Our $150,000 Wedding—The Real Money Talk Most Couples Avoid

The Table with Anthony ONeal

Play Episode Listen Later Dec 10, 2025 49:04 Transcription Available


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:

WPRV- Don Sowa's MoneyTalk
Dividend Paying ETFs

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Dec 10, 2025 42:41


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.

WPRV- Don Sowa's MoneyTalk
Launching Your Estate Plan

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Dec 10, 2025 41:22


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.

WPRV- Don Sowa's MoneyTalk
Bypassing Roth Income Limits

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Dec 10, 2025 41:30


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.

Annex Wealth Management Show
Money Talk - The Annex Wealth Management Show | (Sunday) 12/07/25

Annex Wealth Management Show

Play Episode Listen Later Dec 7, 2025 36:24 Transcription Available


Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Dec. 5, 2025

Landaas & Company Money Talk Podcast

Play Episode Listen Later Dec 5, 2025 20:11


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

WPRV- Don Sowa's MoneyTalk
Paying Taxes in Retirement

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Dec 2, 2025 41:52


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.

WPRV- Don Sowa's MoneyTalk
The Eras of Financial Life

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Dec 2, 2025 42:20


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.

Take Back Retirement
125: Incremental Steps, Lasting Impact: How Small Changes Lead to Financial Success with Meg Wheeler, CPA

Take Back Retirement

Play Episode Listen Later Dec 1, 2025 41:06


"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.

Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Nov. 28, 2025

Landaas & Company Money Talk Podcast

Play Episode Listen Later Nov 28, 2025 20:27


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

WPRV- Don Sowa's MoneyTalk
Year-End Checklist

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Nov 25, 2025 41:53


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.

Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Nov. 21, 2025

Landaas & Company Money Talk Podcast

Play Episode Listen Later Nov 21, 2025 19:57


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

Real Estate Bestie
307: Money Talk: How to Build Financial Stability Using Profit First with Coach Matt Plumer

Real Estate Bestie

Play Episode Listen Later Nov 20, 2025 53:20


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

The Big Story
Financial literacy is easier than you think

The Big Story

Play Episode Listen Later Nov 20, 2025 21:53


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

WPRV- Don Sowa's MoneyTalk

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.

Michigan Insider
009 - B1G money talk 111425

Michigan Insider

Play Episode Listen Later Nov 14, 2025 13:16


B1G money talkSee omnystudio.com/listener for privacy information.

Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday Nov. 14, 2025

Landaas & Company Money Talk Podcast

Play Episode Listen Later Nov 14, 2025 20:47


Kyle Tetting, Dave Sandstrom and Tom Pappenfus discuss the shutdown, earnings, interest rates and what matters to investors.

GT Church
Money Talk$: Week 1 // GT West Lawn

GT Church

Play Episode Listen Later Nov 12, 2025 42:53


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.

GT Church
Money Talk$: Week 1 // GT North

GT Church

Play Episode Listen Later Nov 12, 2025 45:15


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.

GT Church
Money Talk$ - Week 1 // Midweek Podcast

GT Church

Play Episode Listen Later Nov 12, 2025 53:21


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.