Your Money Momentum

Your Money Momentum

Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accumulate, preserve and protect wealth, and stay on track in meeting your retirement goals. The variety of topics covered by this show includes market news, the economy, investment strategies, retirement planning, estate planning, risk management, income tax planning, and business succession. As specialists in the financial services field, our commentary has been seen in U.S. News and World Report, The Wall Street Journal, Nasdaq, Investopedia, Kiplinger, CNBC, and Yahoo! Finance, among others. Our goal is to help you make smarter decisions about your complex financial life. Please subscribe for free and listen in every other Friday just in time for your morning workout or commute. Global Wealth Advisors 4400 State Hwy 121, Suite 200, Lewisville, TX 75056 (972) 930-1238 | info@gwadvisors.net | www.gwadvisors.net Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Financial Planning services offered through Global Wealth Advisors are separate and unrelated to Commonwealth.

Episodes

April 1, 2024 32 mins

Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, gold, US debt, and tech dividends are something to watch.

Find it Fa...

Mark as Played
March 4, 2024 29 mins

Handcuffing employees to companies often occurs by granting employer stock. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics around non-qualified stock-based compensation, employee stock purchase plans, and margin of safety involved with employer stock programs. They also cover the crypto rally* as well as high-yield savings...

Mark as Played
February 15, 2024 28 mins

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income Tax Strategy Guide.

Mark as Played
February 2, 2024 20 mins

Do you go into the market making investments based on what your friends and family are doing, or do you think you’re immune to influences? In this episode of

Mark as Played
January 23, 2024 32 mins

If you have the option through your employer-sponsored retirement plan to make non-deductible contributions to an IRA after you max out your 401(k) limits, you may be able to use a Backdoor Roth.  In this episode of Read more

Mark as Played
November 30, 2023 24 mins

People are wondering if we should still be concerned about a recession. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss inflation, the four pillars of recession, and lowering interest rates. They also discuss the Goldilocks scenario and sovereign debt crisis.

[Embed podcast player]

Watch the video podcast version on YouTube [Insert YouTu...

Mark as Played
November 21, 2023 30 mins

At this point, you’re probably wondering if the Fed is shooting darts, or if they actually know what they’re doing when it comes to interest rates. In this episode of  Read more

Mark as Played
November 15, 2023 24 mins

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several financial topics including the big sell-off, reinvestment risk, and bond laddering. They also offer a bold prediction on whether rates have peaked.

 

Watch the video podcast on YouTube

Find it Fast: October Review

The Month of October Review:
00:00—Intro
00:41—October’s sell-...

Mark as Played
October 27, 2023 30 mins

What are wealth markers and why should we care? In this episode of 𝙔𝙤𝙪𝙧 Read more

Mark as Played
October 4, 2023 24 mins

Feeling like you relived the entirety of 2022 in September? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 ...

Mark as Played
September 14, 2023 28 mins

If cash is king, what do you do with it? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss what to do with your cash. Listen in as they dig into money market accounts, treasury bills, CDs, and municipal bonds. They also answer your questions about the future of bank failures, how political seasons affect the market, and the best books for ...

Mark as Played
August 8, 2023 35 mins

If you’re looking to create a tax-efficient income stream, we might have one answer. In this episode of 𝙔𝙤𝙪𝙧 Read more

Mark as Played
July 12, 2023 31 mins

When the Trump tax cuts go away at the end of 2025, will everyone’s taxes increase? In this episode of 𝙔𝙤𝙪𝙧

Mark as Played
June 28, 2023 27 mins

We’ve hit the midyear mark and investors want to know what to expect during the next half of this year. In episode 67 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩�...

Mark as Played
June 14, 2023 27 mins

Investors want to know what’s up with the merger mania in the news lately. In this episode of 𝙔𝙤𝙪𝙧 𝙈...

Mark as Played
June 2, 2023 33 mins

For those wondering if there is still value in holding a college degree, listen in as we review some interesting stats. In this episode of 𝙔𝙤𝙪𝙧 Read more

Mark as Played
May 11, 2023 30 mins

Do you wear a monkey suit or not? College students in graduation mode are wondering how they will move up in their first job. In this college update episode of 𝙔𝙤𝙪𝙧 Read more

Mark as Played
May 4, 2023 28 mins

We keep hearing that the wealthy don’t pay their fair share, but what exactly does that mean?  In episode 63 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮

Mark as Played
April 21, 2023 28 mins

Welcome to our first-ever video podcast! In episode 62 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, you’ll get to watch CERTIFIED FINANCIAL PLANNER

Mark as Played

Popular Podcasts

    Start your day with The Bright Side, a new daily podcast from Hello Sunshine. Co-hosted by journalist, TV host, and podcaster, Danielle Robay and Emmy-nominated journalist, host, and producer, Simone Boyce, The Bright Side brings your daily dose of culture and inspiration – with the latest trends, celebrity interviews, and real conversations with women doing amazing things while navigating life’s transitions, big and small. The Bright Side is a talk show created to inspire, educate, and empower women as they tackle life each day and add joy to their morning routines. Join Danielle and Simone and the Hello Sunshine community every weekday for entertainment, culture, wellness, books, and more.

    Ways To Win

    Winning is an everyday mindset, and the coaches are here to help. Hosts Craig Robinson and John Calipari use their on-court wisdom to solve your off-court problems. Hosted on Acast. See acast.com/privacy for more information.

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.