81 episodes

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.

Your Money Momentum Global Wealth Advisors

    • Business
    • 4.9 • 16 Ratings

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

    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

    • 29 min
    • video
    About Employer Stock Programs

    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

    • 29 min
    Avoiding Capital Gains

    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

    • 28 min
    Stock Market Bias

    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

    • 20 min
    Backdoor Roth IRA Rollover Strategy

    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

    • 32 min
    Four Pillars of Recession

    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

    • 24 min

Customer Reviews

4.9 out of 5
16 Ratings

16 Ratings

bradchandlercoaching ,

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.

Joe Poduslenko ,

Great Podcast

Very helpful podcast with Tom and his guests. Caters to all listeners, easy to follow, keeps it light and informative.

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