33 episodes

Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money.

The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, risk management, income tax planning and business succession. We’ll bring you expert market observations and interviews showcasing real-life examples of how others successfully accumulate, preserve and protect wealth, how they provide for those they care about most, and how they stay on track in meeting their retirement goals.

As experts in the field, our commentary has been seen in U.S. News and World Report, The Wall Street Journal, Nasdaq, Investopedia, 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 in time for your morning commute.

Global Wealth Advisors 4400 State Hwy 121, Suite 200, Lewisville, TX 75056. Phone: (972) 930-1238.

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

Your Money Momentum Global Wealth Advisors

    • Business
    • 4.9 • 12 Ratings

Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money.

The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, risk management, income tax planning and business succession. We’ll bring you expert market observations and interviews showcasing real-life examples of how others successfully accumulate, preserve and protect wealth, how they provide for those they care about most, and how they stay on track in meeting their retirement goals.

As experts in the field, our commentary has been seen in U.S. News and World Report, The Wall Street Journal, Nasdaq, Investopedia, 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 in time for your morning commute.

Global Wealth Advisors 4400 State Hwy 121, Suite 200, Lewisville, TX 75056. Phone: (972) 930-1238.

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

    Part Two: Currency, Emerging Markets, and Windfalls

    Part Two: Currency, Emerging Markets, and Windfalls

    This week we have a mixed bag of financial market topics.  In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley as they discuss the US dollar and other currency, what’s going on in emerging markets such as China and Afghanistan, how college athletes may now be compensated through endorsements, and what to do with windfall.  As referenced in the podcast, we are providing a link to the George Soros op-ed published in the Wall Street Journal.
    Guest Bio: Kevin M. Curley, II, CFP®
    Kevin is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems where he was honored by the Villanova University Alumni Association as a 2017 Young Alumni Medallion recipient. He holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. Working in financial services since 2009, Kevin enjoys helping guide high net worth families through a comprehensive wealth management system.
    Host Bio: Tom Kennedy, CFP®
    Tom joined Global Wealth Advisors (GWA) in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He also serves as host of the Ask Tom Anything Facebook page, a GWA program sharing video updates, commentary on hot topics, and fielding questions.
    Tom graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein, and FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.  
    Find it Fast
    1:10        US Dollar
    7:39        China and Afghanistan
    10:05      Soros article on China Conflict
    11:51      Emerging markets and allocating a portfolio
    14:00      Globalization
    16:29      College athlete endorsements
    25:21      What to do with a windfall              
    Listen in to Your Money Momentum published every other Friday, just in time for your morning commute.
    Music: PWISBY "Ruff"
    Find us: LinkedIn  |  Facebook  |  Twitter  |  YouTube

    • 28 min
    Episode One: Housing Market, Financial Market Returns, and China

    Episode One: Housing Market, Financial Market Returns, and China

    The market certainly has been interesting this year. From increased costs for houses, to interest rates, to China, there is a lot to unpack in this week’s show. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley as they discuss three financial topics including potential causes for the hot housing market, financial market returns, and China’s role in the market.   Guest Bio: Kevin M. Curley, II, CFP®
    Kevin is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems where he was honored by the Villanova University Alumni Association as a 2017 Young Alumni Medallion recipient. He holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. Working in financial services since 2009, Kevin enjoys helping guide high net worth families through a comprehensive wealth management system.
    Host Bio: Tom Kennedy, CFP®
    Tom joined Global Wealth Advisors (GWA) in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He also serves as host of the Ask Tom Anything Facebook page, a GWA program sharing video updates, commentary on hot topics, and fielding questions.
    Tom graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein, and FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.
    Find it Fast
    1:15        Housing market
    3:46        Continuing real estate market increases
    7:10        First time homebuyers
    10:32      Interest rates and market returns
    15:15      Bond market
    18:45      China and the market              
    Listen in to Your Money Momentum published every other Friday, just in time for your morning commute.
    Music: PWISBY "Ruff"
    Find us: LinkedIn  |  Facebook  |  Twitter  |  YouTube

    • 26 min
    Midyear Market Recap 2021

    Midyear Market Recap 2021

    It has certainly been a crazy start to the year when it comes to the market. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors President Kris Maksimovich for a midyear recap. With the comical sparring we have come to appreciate, they offer us a year-to-date report card before jumping into a bulls vs. bears discussion on inflation, interest rates, oil, the technology/stay-at-home stocks, and cryptocurrency*.
    *This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.
    Guest Bio: Kris Maksimovich, AIF®, CRPC®, CRC®
    Kris is an Accredited Investment Fiduciary ®, Chartered Retirement Planning Counselor ™, Certified Retirement Counselor, and has passed the CERTIFIED FINANCIAL PLANNER ™ certification exam. He holds FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network ® and is a graduate of Southwest Missouri State University with a Bachelor of Science in Finance.
    Host Bio: Tom Kennedy, CFP®
    Tom joined Global Wealth Advisors (GWA) in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He also serves as host of the Ask Tom Anything Facebook page, a GWA program sharing video updates, commentary on hot topics, and fielding questions.
    Tom graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein, and FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.
    Find it Fast
    1:52        YTD Summary
    3:08        Inflation
    5:50        Interest Rates
    9:48        Oil
    12:50      Tech Stocks/Stay-at-Home Stocks
    15:57      Cryptocurrency
    18:50      Headwinds and Tailwinds
    21:15      COVID-19 effect on the market
    22:42      International markets and oil
    24:42      Collectibles         
    Listen in to Your Money Momentum published every other Friday, just in time for your morning commute.
    Music: PWISBY "Ruff"
    Find us: LinkedIn  |  Facebook  |  Twitter  |  YouTube

    • 26 min
    Mortgages and Refinancing: What You Need to Know

    Mortgages and Refinancing: What You Need to Know

    With current interest rates low and a housing market that is hot, this week we host a lending professional who shares the latest information on mortgages and refinancing.  In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy chats with Mortgage Loan Officer Cori Scherer about the current climate of the mortgage business.  They discuss how first-time homebuyers can frame their situation in the best possible light, the perils of credit scores and how to improve them, various types of loan rates, and the best time to refinance.
    Guest Bio: Cori Scherer
    Cori Scherer is a mortgage lender for U.S. Bank. She specializes in single-family, residential mortgage loans, business development, and client relations.  She is passionate about financial wellness and educating clients on ways to improve their financial health by sharing tips, reviews, and information on her Instagram account at @corischerer.  Cori has worked in mortgage lending in the Houston area for the past three years and holds a Bachelor of Arts from the University of Arizona.
    Host Bio: Tom Kennedy
    Tom joined Global Wealth Advisors (GWA) in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He also serves as host of the Ask Tom Anything Facebook page, a GWA program sharing video updates, commentary on hot topics, and fielding questions.
    Tom graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein, and FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.
    Find it Fast
    5:12        What to do as a first-time homebuyer
    6:26        What defines a good credit score for top-tier rate
    7:56        Risk and interest rates
    8:44        Other factors lenders look at
    10:53      Mortgage insurance
    13:40      Determining what you can afford
    15:10      Rates and types of terms
    17:40      Current rates
    18:30      How to know when to refinance
    20:17      The effects COVID-19 has had on mortgage lending
    21:51      Red flags for lenders
    22:50      Improving your credit score
    Listen in to Your Money Momentum published every other Friday, just in time for your morning commute.
    Music: PWISBY "Ruff"
    Find us: LinkedIn  |  Facebook  |  Twitter  |  YouTube

    • 28 min
    Should We Expect Insurance Premiums to Increase in this Economy?

    Should We Expect Insurance Premiums to Increase in this Economy?

    The last eight years has brought some of the craziest weather conditions insurance agent Nick Klein can recall.  In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy chats with Nick about changes we can expect in the insurance industry. Together, they examine deductibles, shopping rates, umbrella policies, life insurance, and increasing health insurance costs.   
    Guest Bio: Nick Klein
    Nick Klein is co-owner and Vice President of HI Agency located in North Texas. He has been in the industry since 2005 and has been named a top insurance agent by both D Magazine and Texas Monthly in their annual lists for the last six years. Nick and his team help clients in 12 states with a variety of their insurance needs including property, casualty, auto, life, and health.  He holds a Bachelor of Business Administration from Howard Payne University and spends his free time involved in his daughter’s activities, and with his church and local community.
    Host Bio: Tom Kennedy
    Tom joined Global Wealth Advisors (GWA) in 2018 and became a managing partner in 2021. He serves as our host of Your Money Momentum, a GWA podcast on financially related topics. He also serves as host of the Ask Tom Anything Facebook page, a GWA program sharing video updates, commentary on hot topics, and fielding questions.
    Tom graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein. Additionally, he holds FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.
    Find it Fast
    Property and Casualty Insurance
    6:02        How industry has changed
    7:32        Changes in deductibles and what’s covered
    11:05      Should you be shopping rates?
    14:04      Consider changes and work from home
    15:25      How do they determine which carriers to work with?
    17:55      Reviewing coverage and getting quotes
    19:58      Umbrella policies
     
    Life and Health Insurance
    23:03      Who should have it and how much
    26:43      App can help you determine how much life insurance you need
    27:23      Health insurance costs
     
    Listen in to Your Money Momentum published every other Friday, just in time for your morning commute.
    Music: PWISBY "Ruff"
    Find us: LinkedIn  |  Facebook  |  Twitter  |  YouTube

    • 34 min
    Should Investors be Afraid of Biden’s Policies?

    Should Investors be Afraid of Biden’s Policies?

    Investors don’t seem to be scared away by the new administration’s policies in Washington. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy takes a dive into the pros and cons of President Biden’s policy changes. He examines the sectors impacted by the vaccine rollout and stimulus, what increasing the corporate tax rate might look like, and the potential for breaking up big tech.
    Host Bio: Tom Kennedy
    Tom joined Global Wealth Advisors (GWA) in 2018 and became a managing partner in 2021. He serves as our host of Your Money Momentum, a GWA podcast on financially related topics. He also serves as host of the Ask Tom Anything Facebook page, a GWA program sharing video updates, commentary on hot topics, and fielding questions.
    Tom graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein. Additionally, he holds FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

    • 31 min

Customer Reviews

4.9 out of 5
12 Ratings

12 Ratings

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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