Retirement planning is all about balance, and the moves you make can only make sense if they are part of a broader strategy that youâre willing to stick to. Donna and Nathan discuss some strategic moves that you can make along the road to retirement to put you in the best position to meet your long term goals. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/29/2025; Original Air Date: 5/23/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

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