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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.
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Retirement Meeting Prep

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Manage episode 515287495 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.
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.

  continue reading

100 episodes

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iconShare
 
Manage episode 515287495 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.
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.

  continue reading

100 episodes

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