About this episode
The episode discusses DIY tax filing best practices and offers lessons for new retirees.
Today we have been seeing a decrease in the supply of CPAs, leaving more and more taxpayers on their own to prepare their filings. Donna and Nathan offer some DIY tax filing best practices to take a like bit of the stress out of your tax season. Also, on MoneyTalk, 7 lessons for new retirees, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 5/7/2026. 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
Hosts: Donna Sowa Allard, Nathan Beauvais
Topics covered
- tax filing
- retirement
- financial advice
- DIY tax preparation
- stress management
Keywords
- tax hacks
- CPAs
- tax season
- retirees
- financial planning
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