Financial Planning Tips with Nathan
From Don Sowa's MoneyTalk by Cumulus Providence
May 22, 2026 · 42 min
About this episode
Nathan discusses important topics when choosing a financial planner and shares his favorite educational reads.
In this episode of Don Sowa's MoneyTalk, Nathan discusses important topics when choosing a financial planner. Also, on MoneyTalk, Nathan shares some of his favorite reads that has helped educate him throughout his years in the industry. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 5/20/2026. 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.
People in this episode
Host: Donna Sowa Allard
Guest: Nathan Beauvais
Topics covered
- financial planning
- choosing a financial planner
- financial education
- book recommendations
Keywords
- financial planner
- financial planning tips
- investment education
- personal finance
- money management
Mentioned in this episode
Organizations: Cumulus Providence
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