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
Is it possible for tips and social security not to be taxed? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED...
What is the difference between tax planning vs tax advice? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮
You may feel confident with your asset allocation strategies, but how do you know if you’ve optimized them for tax efficiency? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 Read more
If you’re looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 Read more
If you’ll be retiring soon, you may wonder how you’ll pay for it. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 Read more
If you’re wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss why investment banks use them, how the average investor can take advantage of them, and the risks involved.
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If you’re shocked by the price of college, wait until you find out which schools might offer little-known discounts. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 Read more
You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 Read more
If you’re invested in the market and want a more specific definition for some of the jargon and topics in the news lately, this podcast episode is dedicated to you. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 Read more
If you’re invested in the stock market, how do you pick your stocks? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, ...
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.
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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...
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.
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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
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
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.
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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
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