Your Money Momentum Global Wealth Advisors

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 beginners. Here are some links to the books mentioned if you want some good reads for younger family members this holiday season:
Rich Dad Poor Dad Liar’s Poker Simple Wealth Inevitable Wealth The Big Short Watch it on YouTube
Find it Fast: Cash is King Central Bank Roundup:
00:00—Intro
01:58—Rates, core inflation and spending
05:15—Jobs numbers
08:50—Strength of the dollar
Cash is King in Five Good Minutes (OK, 11 minutes):
09:09—Money market rates
14:38—What is a duration risk  
16:51—CDs and municipal bonds
Mailbag:
20:43—Will there be more bank failures?
22:43—How do political seasons affect the markets?
24:12—What are the best investing books for beginners?
Listen in to the Your Money Momentum podcast published twice monthly. If you like this Cash is King episode, check out our previous show Building an Efficient Income Stream 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 | Twitter  | YouTube

If you’re looking to create a tax-efficient income stream, we might have one answer. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II begin digging into building a tax-efficient income stream using municipal bonds. They also discuss the current market situation and what we might expect for the rest of the year. Be sure to stay tuned for the mid-month podcast where they plan to cover the changing face of ESG and the resulting backlash. Find it Fast: Building an Efficient Income Stream Financial Update:
00:00—Intro
01:26—Market update and the magnificent 7
07:18—Worldwide inflation, the economy, and consumers
12:05—Cost of capital and yen carry trade
15:12—Borrowing cost and downgrade
15:40—Fixed income
16:22—Housing and commodities
18:24—Commodities and real assets
22:03—U.S. dollar
Tax-Efficient Income Strategies:
23:12—Municipal bonds as a powerful vehicle
Final Thoughts:
32:50—Rapinoe’s missed goal and the state of politics
Listen in to the Your Money Momentum podcast published twice monthly. If you like the tax avoidance strategies episode, check out our previous show Trump Tax Cuts May Expire 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 | Twitter  | YouTube

When the Trump tax cuts go away at the end of 2025, will everyone’s taxes increase? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the implications for taxpayers and which increases and reductions are going to catch people off guard. They also discuss a few tax avoidance strategies that people can begin adopting now. Watch for more tax strategies in our next mid-month podcast in August. You can also get a free copy of our tax strategy guide by signing up at: http://eepurl.com/dEbIFX Find it Fast: Tax Avoidance Strategies  Tax Avoidance Strategies:
00:00—Intro
01:05—End of the Trump tax cuts end of 2025
02:30—Which increases and reductions are going to catch people off guard?
03:30—Strategies you can adopt now and later
Roleplay:
08:36—Bank of America discrepancies and potential bailout
10:36—Santander windfall profit tax
12:00—Fed interest rates continue or pause
13:03—Lower CPA exams
Central Bank Roundup:
15:15—Bank of Germany bond hit
19:11—Dollar dominance and the debt issue
22:20—Bank of Japan currency intervention
Listen in to the Your Money Momentum podcast published twice monthly. If you like the tax avoidance strategies episode, check out our previous show Midyear 2023 Update 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 | Twitter  | YouTube

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 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II hold an in-depth discussion on the current conditions, stress in the market, and some positive news. They also offer up a couple of bold predictions about the equity market and just how many rate hikes the Fed has in them for 2023. Watch Tom and Kevin on YouTube: https://youtu.be/I8JqlVowQd0
Find it Fast: Midyear 2023 Update:
00:00—Intro
01:27—Market update
09:30—The S&P 5000 resurrected
16:14—Role of the US dollar
18:01—Stress in the market
20:20—Positive market news
22:42—Factors like quality, volatility, momentum, and high-dividend

Bold Predictions:
23:32— Equity market reversion
25:18—Will there be more than two rate hikes?
Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast Merger Mania.
The Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook  | Instagram | Twitter  | YouTube

Investors want to know what’s up with the merger mania in the news lately. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II question bank crisis profits, the lithium market, and Fed bank bailouts. They also discuss market stress, the doughnut effect, and Nostra-Thomas finds out what the heck Zelda soup is. Find it Fast: Merger Mania  Central Bank Roundup:
00:00—Intro
01:25—Interest rate skip or pause
Headlines:
05:14—Banks earn profit despite “crisis”
09:45—Lithium merger mania
Something or Nothing:
11:54—Fed bank bailouts vs quantitative easing
13:58—Inflation overseas
Tossup:
15:59—VIX or volume for market stress
18:05—The doughnut effect
Nostra-Thomas:
20:28—How long with the Fed keep rates high?
22:18—Will the G7 continue to dominate?
24:15—Zelda soup
Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous podcast Value of a College Degree, or watch our latest video session at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook  | Instagram | Twitter  | YouTube
 
This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NJ, NM, NY, NC, OH, OK, OR, PA, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank / financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Advisor. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. Global Wealth Advisors Headquarters is located at 4400 State Hwy 121, Ste. 200, Lewisville, TX 75056, (972) 930-1238, or at info@gwadvisors.net.

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 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the hyperbolic rise of Nvidia, the debt ceiling, and whether the economy will have a hard landing. They also share the average annual incomes for several popular college degrees. Find it Fast: The Value of a College Degree  Month-end Update:
00:00—Intro
00:57—Markets in May and Nvidia’s rise
07:47—Debt ceiling
Headlines:
07:06—Federal budget and a hard landing
18:41—G7 meeting
20:45—Value of a college degree 
Bold Predictions:
25:13—Worth of arts and antiques
27:15—Accuracy of magazine covers
Real Estate:
28:39—Home prices
Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous podcast College Update, or watch our latest video session at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook  | Instagram | Twitter  | YouTube