Your Money Momentum Global Wealth Advisors
-
- Business
-
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.
-
Life Insurance Strategies
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 Fast: Life Insurance Strategies
About Life Insurance
00:00—Intro
00:58—Insurance strategies
01:30—Term life
05:23—Permanent insurance
09:32—Investment options
13:00—Caution needed
Something or Nothing
14:28—Artificial intelligence
16:46—Gold
21:02—Interest payment on US debt
23:12—Tech dividends
26:09—CPI print hotter than expected
Bold Predictions
27:10—March Madness
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about insurance strategies be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube -
- video
About Employer Stock Programs
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 accounts and why you should consider the tax implications of cash.
Watch it on our YouTube channel: https://youtu.be/cVjn61TDPtA
Find it Fast:
Employer Stock
00:00—Intro
01:09—Stock purchase plans
04:51—Tax loss harvesting
05:45—When to sell or diversify
08:24—Employee stock purchase plans
Central Bank Roundup
12:51—PCE number
15:57—Australia and New Zealand
Mailbag
19:53—Crypto*
21:31—High-yield savings account losses
*This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about employer stock options, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube -
Avoiding Capital Gains
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.
Find it Fast: Avoiding Capital Gains Tax
Capital Gains
00:00—Intro
01:11—When are you taxed?
04:51—Tax loss harvesting
06:48—Wash sale strategy
08:31—Two ways to avoid capital gains tax entirely
Something or Nothing
12:53—Elon Musk ditching Delaware
16:56—Maersk suspended dividend
19:01—KoBold startup finds massive copper deposit
21:10—Turkey hyperinflation
24:43—CAPE ratio
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about avoiding capital gains tax, listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube -
Stock Market Bias
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 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the various types of stock market bias you may not realize you have that can derail your portfolio. For additional information on bias, check out our guide on Avoiding Investment Bias.
Find it Fast:
Stock Market Bias
00:00—Intro
01:19—Psychology of investing bias
Central Bank Roundup
11:37—Powell speaks
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
Listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube -
Backdoor Roth IRA Rollover Strategy
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 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the specifics. Work with your CPA or financial advisor before you make these rollovers. We also discuss long-standing financial trends, the potential for a Eurozone downturn, and emerging markets debt.
Find it Fast: Backdoor Roth IRA Rollover
Backdoor Roth Strategy
00:00—Intro
1:30—New contribution limits
2:50—After-tax backdoor rollover to Roth IRA for income-restricted investors
8:15—Step rule transaction
Headlines
12:50—Are long-standing financial trends like the 0% interest rates over?
15:00—Is the Eurozone headed for another downturn?
17:02—Emerging markets debt issuance hits a record
19:37—DeepMind using AI to reduce drug development times
Review and Outlook
21:55—Review bold prediction that S&P 500 nearly hit 5,000
22:10—How the market changes during an election year
27:01—Are we currently in a recession?
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
Listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube -
Four Pillars of Recession
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 YouTube link]
Find it Fast: Four Pillars of Recession
Monthly Review:
00:00—Intro
00:30—November in review
05:50—Four pillars of recession
15:20—Housing prices increasing
Bold Predictions:
18:46—December market
22:00—Recession delay by election season
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
Listen in to the Your Money Momentum podcast published twice monthly. If you like this end-of-year planning episode, check out our previous show End of Year Planning, or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
Customer Reviews
My top go-to podcast now!
This podcast is a gem! The content is not only insightful but also presented in such an engaging way that keeps me coming back for more. A must-listen for anyone looking to be both entertained and informed.
Great Podcast
Very helpful podcast with Tom and his guests. Caters to all listeners, easy to follow, keeps it light and informative.