Best WPRO Podcasts (2025)

1
Should You Invest in REITs? 42:09

3h ago42:09

42:09

Real estate is the only asset class that has historically kept up with stocks, but investing in property can be time consuming and expensive, that is unless you invest in REITs. Nathan and Steve discuss the different types of Real Estate Investment Trusts, how they work, and the benefits and drawbacks of passive real estate investing. Also, on our …

1
Michelle San Miguel Jeremy Bernfeld RI PBS - Investigative Report on Washington Bridge 17:18

4h ago17:18

17:18

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Dr. Pat Conley - RI Statehood Day 14:11

20h ago14:11

14:11

See omnystudio.com/listener for privacy information.By WPRO

1
One Big Beautiful Benefit Cut 41:43

20h ago41:43

41:43

The passing of the One Big Beautiful Bill by the House has garnered much attention for its tax implications, but another focus area of the bill that will impact millions of Americans is Medicare. Donna and Nathan discuss how to prepare for the changes coming down the pike for Medicare beneficiaries and providers due to the new budget bill. Also on …

1
Aaron Guckian Executive Director RI Dental Association - RI Dentist Shortage 15:56

22h ago15:56

15:56

See omnystudio.com/listener for privacy information.By WPRO

1
Estate Planning Failures 41:51

2d ago41:51

41:51

If you are one of the millions of 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 p…

1
Author and Journalist David Zweig - His New Book " An Abundance of Caution: American Schools, the Virus, and a Story of Bad Decisions" 42:03

2d ago42:03

42:03

See omnystudio.com/listener for privacy information.By WPRO

1
Sen. Jessica de la Cruz - Settlement in 6-10 Connector Lawsuit 12:49

2d ago12:49

12:49

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Early Withdrawal Exceptions 42:02

3d ago42:02

42:02

Over the years the IRS has added more and more exceptions to the IRA early withdrawal penalty, and although we always encourage savings discipline, under certain circumstances having the ability to access your money can make a world of difference. Donna and Nathan discuss the various exceptions to the 10% IRA early withdrawal penalty, and how to kn…

1
The Transcontinental Railroad 42:05

7d ago42:05

42:05

No innovation contributed more to westward expansion and American progress than the transcontinental railroad, but the road to that progress was paved in corruption and brutality. On this addition of our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of the first transcontinental railroad, and the greed, ambition and lives …

1
Lt. Gov. Sabina Matos - Settlement in 6-10 Connector Lawsuit, Inspector General, and more 17:08

7d ago17:08

17:08

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Speaker Joe Shekarchi - Settlement in 6-10 Connector Lawsuit, Inspector General, and more 13:02

7d ago13:02

13:02

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
RI AG Peter Neronha - Settlement in 6-10 Connector Lawsuit 16:06

7d ago16:06

16:06

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
A Retirement Plan for the 21st Century 42:20

8d ago42:20

42:20

The 401(k) has been the primary retirement savings vehicle for decades, but with workers frequently changing jobs and cashing out their small 401(k)s, many believe itâs time for a solution more fitting for the times. Donna and Nathan discuss some of the proposals circulating for a new workplace retirement plan to help fill the gap in retirement sav…

1
House of Hope Executive Director Laura Jaworski - Update on Pallet Shelters 34:31

8d ago34:31

34:31

See omnystudio.com/listener for privacy information.By WPRO

1
What Clients Want to Know 41:32

9d ago41:32

41:32

Donna welcomes listeners into the office, addressing some of the questions that her clients have been asking, including: Can I use a 60 day rollover for bridge financing? When does it make sense to use a debt consolidation loan? What should I consider when buying a second home in retirement? How do I line up my retirement income sources? And, shoul…

1
Tech Time with Chris the Tech Guy from Tech911 5-20-25 14:34

10d ago14:34

14:34

See omnystudio.com/listener for privacy information.By WPRO

1
Finding Your Work/Life Balance 42:24

11d ago42:24

42:24

Burnout is all too common in corporate America today, and for those trying to decide if itâs time to jump ship to a new career it can be a scary and uncertain time. Nathan talks with Dave Lubelczyk, founder of The Dream Catapult, to discuss his journey of leaving the corporate world behind to help individuals rewrite their story and pursue a lifest…

1
WPRI Tim White - Verdict in North Kingstown "Naked Fat Test" Trial 16:28

10d ago16:28

16:28

See omnystudio.com/listener for privacy information.By WPRO

1
Homeowners Take Another Hit 42:48

11d ago42:48

42:48

Property tax revenue has plummeted since the pandemic, prompting local governments to raise taxes on property owners. Donna and Nathan discuss the factors that have led to this, and the fallout for homeowners. Also on MoneyTalk, current financial scams to be on the lookout for, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®,…

1
Why Titling Matters 42:54

11d ago42:54

42:54

When Shakespeare asked, "What's in a name?", he clearly wasn't talking about financial accounts, because the way we title our accounts has great bearing over who controls them, the limits of that control, and their tax treatment. Nathan and Steve take us through some scenarios that highlight the importance of being intentional about the types of ac…

1
Gov. Dan McKee - President Biden's Cancer Diagnosis, Budget, Pawtucket Soccer Stadium, and more 35:18

11d ago35:18

35:18

See omnystudio.com/listener for privacy information.By WPRO

1
Bekah Berger 92 PRO FM - Real Housewives of RI 15:35

15d ago15:35

15:35

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Gen-X vs Boomers in Retirement 42:21

15d ago42:21

42:21

As with every generation, Gen-Xers and Baby Boomers grew up with very different experiences, so it’s no surprise that they have approached retirement savings very differently. Donna and Nathan discuss the factors that have led to this generational divergence in retirement planning. Also on MoneyTalk, choosing the right type of business entity, and …

1
Ken Schneider President RI Coalition for Israel - Palestinian Flag at Providence City Hall 13:56

16d ago13:56

13:56

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Setting Your Financial Priorities 41:26

16d ago41:26

41:26

As a young family with a lifetime of major expenses ahead of you, it can be hard to know where your savings should go. Donna offers guidance on how to use your resources to put you in the best position to achieving both your early and late stage financial goals. Also on MoneyTalk, planning a Roth conversion around the sunsetting of the TCJA, and ho…

1
Tech Time with Chris the Tech Guy from Tech911 5-14-25 15:49

17d ago15:49

15:49

See omnystudio.com/listener for privacy information.By WPRO

1
Nick Fede Exec. Dir. RI Liquor Owners Collaborative - Bottle Bill 10:22

17d ago10:22

10:22

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Rep. Jason Knight - Bottle Bill 6:57

17d ago6:57

6:57

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Paul Palumbo Owner Roberto's Ristorante - Bottle Bill 11:15

17d ago11:15

11:15

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
How to Organize Your Business 42:01

17d ago42:01

42:01

Business owners can choose from a variety of entity types when organizing their business for limited liability, and deciding which to use depends largely on which type serves their best interest in terms of taxes. Nathan discusses the different options for registering your business and the benefits and drawbacks of each. Also on MoneyTalk, 10 thing…

1
WPRI Tim White - Closing Arguments in North Kingstown "Naked Fat Test" Trial 18:54

17d ago18:54

18:54

See omnystudio.com/listener for privacy information.By WPRO

1
Brenda Jacob RI Rifle and Revolver Association - Assault Weapons Ban 12:51

17d ago12:51

12:51

See omnystudio.com/listener for privacy information.By WPRO

1
Planning by the Decade 42:14

18d ago42:14

42:14

As you age, your financial priorities will change with you, so when we create a financial plan it is often useful to look at each decade separately, allowing your plan to evolve to meet the needs of each moment. Donna and Nathan discuss the typical areas of focus that come with each decade as you journey toward retirement. Also on MoneyTalk, Stock …

1
Nick Albanese - His Movie "Charles Street" 6:18

19d ago6:18

6:18

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
How Stock Options Work 41:54

21d ago41:54

41:54

Companies often use stock options as an incentive to attract talent, and while highly coveted, they are also highly complex and often misunderstood. Donna and Nathan discuss two common types of stock options, RSUs and non-qualified stock options, and how they work. Also on MoneyTalk, 7 milestone ages in retirement planning, and Stock Trivia: Two Tr…

1
Steven Feinberg Exec. Dir. RI Film and TV Office - Real Housewives of RI 9:14

22d ago9:14

9:14

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Sen. Lou Raptkis and Sen. Jessica de la Cruz - Inspector General 22:29

23d ago22:29

22:29

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Len Lardaro URI Economics Professor - Current Conditions Index Data for March 16:57

24d ago16:57

16:57

See omnystudio.com/listener for privacy information.By WPRO

1
Common Retirement Mistakes 42:11

24d ago42:11

42:11

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…

1
Nick Fede Exec. Dir. RI Liquor Owners Collaborative - Bottle Bill 15:24

25d ago15:24

15:24

See omnystudio.com/listener for privacy information.By WPRO

1
Ned Jones RIMTA President - Bill to end Exemption from Sales Tax on Boats 15:44

25d ago15:44

15:44

See omnystudio.com/listener for privacy information.By WPRO

1
Rep. John Lombardi - Bill to end Exemption from Sales Tax on Boats 14:36

26d ago14:36

14:36

See omnystudio.com/listener for privacy information.By WPRO

1
The Evolution of Target Date Funds 41:41

25d ago41:41

41:41

Nearly 1/3 of 401(K) assets are held in target date funds, and with recent statistics showing the composition of these funds becoming riskier, some are questioning how this might impact investors in the long term. Donna and Nathan discuss why target date funds are becoming more aggressive, and how to use them appropriately in your portfolio. Also o…

1
John Marion Common Cause RI - New Senate President Valarie Lawson 16:47

26d ago16:47

16:47

See omnystudio.com/listener for privacy information.By WPRO

1
Pawtucket Mayor Don Grebien - Opening of Centreville Bank Stadium 15:45

26d ago15:45

15:45

See omnystudio.com/listener for privacy information.By WPRO

1
Rep. Jon Brien Rep. Megan Cotter Rep. Marie Hopkins - Bill to Protect Access to Affordable Medications 20:46

26d ago20:46

20:46

See omnystudio.com/listener for privacy information.By Cumulus Providence

1
Ways to Catch Up 41:41

28d ago41:41

41:41

When you’re young, it’s easy to get paralyzed worrying about how you should be saving for retirement, but the first and most important step is to just be saving. Donna and Nathan discuss strategies you can follow to catch up on your retirement savings if you feel like you’ve fallen behind. Also, on our MoneyTalk Moment in Financial History we discu…

1
A Run on Social Security 42:01

29d ago42:01

42:01

With spending cuts taking place at nearly all levels of government, many soon-to-be retirees are being prompted to claim their Social Security benefits early, potentially accelerating the timeline in which the system reaches insolvency. Donna and Nathan discuss how this trend may impact peoples’ ability to retire, and what measures are being consid…