Your Money Momentum Podcast

10/31/2024

What is the difference between tax planning and tax advice? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Tom and Kevin discuss the strategies used to lower your lifetime tax bill. Listen in:

Understand tax planning vs tax advice and how it can impact your lifetime tax bill. Get specialist insights from financial advisors.

07/29/2024

If you’ll be retiring soon, you may wonder how you’ll pay for it. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Tom and chat about ways to plan your withdrawal rates in retirement so your money lasts as long as possible. They also discuss whether India will take over the number one spot as a world superpower: https://www.gwadvisors.net/podcast/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

07/29/2024

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, Tom and Kevin discuss how the average investor can take advantage of them and the risks involved. Check out our latest podcast episode: https://www.gwadvisors.net/podcast/what-are-structured-products/

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.

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

07/29/2024

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, Tom and Kevin 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.

Check out our latest podcast episode: https://www.gwadvisors.net/podcast/price-of-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

06/24/2024

You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Tom and Kevin offer an insurance shopping guide with strategies for shopping around and lowering your property and casualty insurance costs. Listen in:

You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED

06/03/2024

What should investors be doing during an election year? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II host Global Wealth Advisors’ Chief Investment Officer Keith Sprauer. They discuss how election years affect the market and how politics plays into the mix. They also jump into topics like meme stocks, public official trading, and HELOCs in the Something or Nothing segment. Listen in: https://www.gwadvisors.net/podcast/election-year-and-the-markets/

What should investors be doing during an election year? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and

05/13/2024

If you’re wondering whether there will be an interest rate cut this year, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Tom and Kevin discuss whether investors can expect a rate cut or increase along with what some other countries are doing. Check out our latest podcast episode:

If you’ve wondering whether there will be an interest rate cut this year, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL

05/06/2024

If you’re invested in the market and want a more specific definition for some of the jargon and topics in the news lately, this podcast episode is dedicated to you. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Tom and Kevin II unzip the mailbag and answer your top six questions about the market and what the jargon might mean to you. Check out our latest podcast episode:

If you’re invested in the market and want a more specific definition for some of the jargon and topics in the news lately, this podcast episode is

04/15/2024

If you’re invested in the stock market, how do you pick your stocks? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Tom and Kevin discuss the different types of analysis when selecting stocks, technical vs fundamental analysis, qualitative vs quantitative analysis, and evaluating and identifying a process. Check out our latest podcast episode: https://www.gwadvisors.net/podcast/picking-good-stocks/

04/15/2024

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, Tom and Kevin discuss the specifics of life insurance and the flexibility available. They also investigate whether AI, gold, US debt, and tech dividends are something to watch. Check out our latest podcast episode:

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

03/11/2024

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Tom and Kevin 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. *This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency. Check out our latest podcast episode:

Handcuffing employees to companies often occurs by granting employer stock. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™

02/15/2024

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Tom and Kevin 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. Check out our latest podcast episode:

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for