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Lessons for New Retirees

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Manage episode 478300723 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
One of your advisor’s jobs is to act as facilitator for you and your spouse, ensuring that all parties have a clear and active role in the financial decisions that impact them. Donna and Nathan discuss the benefits of having an all-in approach to managing your finances, and some of the planning topics that frequently come up. Also on MoneyTalk, the pros and cons of using target date funds, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/17/2025; Original Air Date: 8/13/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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Manage episode 478300723 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
One of your advisor’s jobs is to act as facilitator for you and your spouse, ensuring that all parties have a clear and active role in the financial decisions that impact them. Donna and Nathan discuss the benefits of having an all-in approach to managing your finances, and some of the planning topics that frequently come up. Also on MoneyTalk, the pros and cons of using target date funds, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/17/2025; Original Air Date: 8/13/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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