Your Money Momentum

Global Wealth Advisors
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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.

  1. NOV 26

    What to Expect After the Presidential Election

    Is it possible for tips and social security not to be taxed? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the presidential election results and dive into central bank news and how the market is reacting to the incoming Trump administration. #taxstrategy #financialadvice #wealthmanagement #election2024  [Embed podcast player] Find it Fast: 00:00—Intro 01:01—Election thoughts 09:03—Revisit of magazine covers and headlines as indicators Central Bank Roundup: 18:32—Will there be more interest rate cuts? 20:40—What’s next? 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 this informative podcast, 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 on: LinkedIn | Facebook  | Instagram | X| YouTube The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank or 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. The Global Wealth Advisors headquarters is located at 4400 State Hwy 121, Ste. 200, Lewisville, TX 75056, (972) 930-1238, or info@gwadvisors.net.

    27 min

  2. OCT 28

    What to Expect with the Presidential Election

    If you’re wondering what to expect with the presidential election, listen in for some tips on potential changes you might wish to make in your portfolio depending upon the election outcome. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the presidential election and some of the tax policy being floated by the candidates. To get the Tax Cut and Jobs Act Sunset Provision Comparison Guide for 2025 that was mentioned in this podcast, reach us at info@gwadvisors.net and we’ll be happy to send it to you. #taxstrategy #financialadvice #wealthmanagement #election2024 Find it Fast:  00:00—Intro 01:02—Election thoughts 07:59—What to expect with taxes, capital gains, and pledges made 12:15—Ordinary income tax rate  Trump Tax Cuts: 15:22—Tax Cut and Jobs Act sunset comparisons 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 the potential effects of the presidential election, 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 on: LinkedIn | Facebook  | Instagram | X| YouTube

    22 min

  3. OCT 15

    Tax Planning vs Tax Advice

    What is the difference between tax planning vs tax advice?  In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss planning versus advice and the potential strategies used to lower your lifetime tax bill. #taxstrategy #financialadvice #wealthmanagement Find it Fast: What You Need to Know: 00:00—Intro 01:20—Tax planning vs tax advice 05:24—Technology and modeling strategies out Roleplay 11:07—Rate cut 14:24—Dock workers 15:56—S&P 15,000 prediction 18:21—Losing a fortune with Pelton 20:26—Founder of Barnes and Noble 22:32—Bond market vs. stock market 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 tax planning and 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 The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank or 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.

    27 min

  4. AUG 29

    Tax Efficient Asset Allocation Strategies

    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 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss asset allocation location buckets and which bucket for which account.  They also cover recent Central Bank activity and what you might expect in the coming month. #assetallocation #investmentstrategies #wealthmanagement Find it Fast: Asset Allocation Strategies Tax Efficiency: 00:00—Intro 01:29—Asset allocation location 05:16—Which bucket for which account Dr. Doom 11:02—The everything ETF and indirect exposure Central Bank Roundup 14:58—Lower rates are coming 19:52—Japan chaos and Yenmageddon 23:42—Sweden eases policy early 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 the tax-efficient asset allocation strategies available to you, 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

    28 min

  5. AUG 15

    SECURE Act 2.0 Changes on Retirement Savings

    If you’re looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the effects of the SECURE Act 2.0 on retirement savings including business owners, retirees, and employer-sponsored plans. Find it Fast:  Retirement Savings Plans 00:00—Intro 01:16—SECURE Act 2.0 effects 02:25—Change in RMD rules and penalty changes 05:30—SEPP & SIMPLE IRAs Roth options and new limits 08:08—529 leftover funds rollovers into ROTH 10:17—Qualified charitable contribution changes 11:35—Employer matching and student loan payments 12:16—ABLE plans 13:05—Low-income and gig workers savers match Toss Up 14:06—Wealth taxes 17:20—Achieving longer lifespans 20:28—Warren Buffet’s cash 23:54—Working from home 25:20—Elections and sell-offs 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 changes SECURE 2.0 made on retirement savings, 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

    30 min

  6. JUL 23

    Preparing for Retirement: Withdrawal Rates

    If you’ll be retiring soon, you may wonder how you’ll pay for it.  In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about ways to plan your withdrawal rates in retirement so your money lasts as long as possible. They also discuss interest rates, the Chinese regional bank crisis, and whether India will take over the number one spot as a world superpower. Find it Fast:  Withdrawal rates and how much do I need for retirement? 00:00—Intro 01:44—What do I need to know about withdrawal rates? Central Bank Roundup 10:35—Interest rates 14:04—China regional banking crisis Something or Nothing 16:27—Chinese robo taxis 19:33—India stock market 22:45—Shadow banking 26:24—Peloton convertible notes 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 safe withdrawal rates, 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

    30 min

  7. JUL 11

    What are Structured Products?

    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. Find it Fast:  What are Structured Products 00:00—Intro 01:15—The definition of structured products 06:27—Who does this make sense for and who should skip it? 07:52—What are the levels? 09:50—How do you buy them? 10:55—What are the risks and benefits? Nostra-Thomas 12:46—Are stocks at risk for a loss decade? 15:43—Political shakeups 17:15—What is the next crisis? 19:42—Is low volatility here to stay? 22:16—What is the current trading temperature? Structured products are complex, illiquid investments whose returns may be based on the underlying price movements of a single security, a basket of securities, an index, a commodity, a debt issuance, and/or a foreign currency. Many economic and market factors will affect the value of structured products, and such factors may offset or magnify one another. Risk factors may include interest rate levels, implied volatility, and time remaining to maturity. Other risks may apply. Please carefully review the disclosure document or offering memorandum before investing. 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 structured products, 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

    25 min

  8. JUN 25

    Don’t Pay the Sticker Price for College

    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 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss ways to lower the price of college, strategies to pay for it, and student loans. As mentioned by Kevin in the podcast, you can check out: collegeaidpro.com to view some of the material discussed. [Embed podcast player] Watch the video podcast version on YouTube [link] Find it Fast:  Price of College Paying for College 00:00—Intro 00:41—Which colleges offer discounts? 09:41—Finding free money 13:20—Student loans Toss-up 15:56—Value of college 18:20—Published or net cost 19:18—Hybrid or on-site work 22:00—Inflation vs recession 24:08—MRNA for cancer treatment 26:36—Low birth rates and immigration or robots 29:01—Asset allocation 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 reducing the cost of college, 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

    35 min
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About

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.

Information

  • Creator
    Global Wealth Advisors
  • Years Active
    2019 - 2024
  • Episodes
    94
  • Rating
    Clean
  • Copyright
    ©2024 Global Wealth Advisors
  • Show Website
    Your Money Momentum

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