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A Retirement Plan for the 21st Century

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Manage episode 484248612 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://podcastplayer.com/legal.
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 savings. Also on MoneyTalk, 7 milestone ages in retirement, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/20/2025; Original Air Date: 2/20/2025. 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 484248612 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://podcastplayer.com/legal.
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 savings. Also on MoneyTalk, 7 milestone ages in retirement, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/20/2025; Original Air Date: 2/20/2025. 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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