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 | [email protected] | 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.
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Property and Casualty Insurance Shopping Guide
06/07/2024
Property and Casualty Insurance Shopping Guide
You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer an insurance shopping guide with strategies for shopping around and lowering your property and casualty insurance costs. P & C Shopping Guide00:00—Intro 01:33—Insurance costs on the rise 03:35—Strategies for saving money on insurance* Role Play12:39—Alex Rodriguez 13:53—Singapore shophouses 16:15—Oaktree Capital 18:46—Is the yield curve inversion is wrong 22:52—Recreational drugs for medical treatment *Global Wealth Advisors is neither endorsed by nor affiliated with any of the insurance companies mentioned. 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 insurance shopping guide, 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 podcast is produced by: Music by: "" Find us: | | | |
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Election Year and the Markets
05/22/2024
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 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. Find it Fast: How the election year affects the market Guest Speaker 00:00—Intro 01:36—History and election years 05:53—Does a divided government affect the market? 08:09—Tax cut bill sunsetting in 2025 10:24—What should investors be doing? Something or Nothing 14:05—Meme stocks 16:01—US worker hours vs Europe 18:09—Bird Flu 18:50—Watching public official trading 21:07—China space station 23:00—Will HELOCs drive the economy? 26:33—Divergence along political lines 28:45—Diverging monetary policy 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 listening to our market recap, 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 podcast is produced by: Music by: "" Find us: | | | |
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Interest Rate Update
05/10/2024
Interest Rate Update
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 PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II give another rousing round of Central Bank Roundup and discuss whether investors can expect a rate cut or increase along with what some other countries are doing. Find it Fast: Central Bank Roundup:00:00—Intro 01:23—Will there be an interest rate cut this year? 05:46—Mortgage rates on the move 07:40—Bank of England 11:30—Bank of Japan 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 more about what the Fed plans to do with interest 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 podcast is produced by: Music by: "" Find us: | | | |
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Your Top 6 Market Questions Answered
04/16/2024
Your Top 6 Market Questions Answered
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, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II unzip the mailbag and answer your top six questions about the market and what it might mean to you. Find it Fast: Mailbag:00:00—Intro 01:10—What are yield curve inversions? 04:36—What are credit spreads? 08:40—What is the impact of immigration on housing and fertility? 15:08—Expat life can I retire abroad? 18:53—What drives the stock market? 23:06—What do I need to know about private equity? Bold Predictions: 26:39—The Masters 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 types of mailbag questions we receive, 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 podcast is produced by: Music by: "" Find us: | | | |
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Picking Good Stocks: What Do You Look For?
04/01/2024
Picking Good Stocks: What Do You Look For?
If you’re invested in the stock market, how do you pick your stocks? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the different types of analysis when selecting stocks including technical vs fundamental analysis, qualitative vs quantitative analysis, and evaluating and identifying a process. Find it Fast: Individual Stock Picking00:00—Intro 01:05—Technical analysis vs fundamental analysis 04:25—Qualitative vs quantitative analysis Something or Nothing 19:03—Bond restructuring 21:52—If the economy is doing well at current rates, why change them?24:41—What Texas can teach about housing?27:58—Supplemental leverage 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 the strategies for picking good stocks 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 podcast is produced by: Music by: "" Find us: | | | |
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Life Insurance Strategies
03/14/2024
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 Insurance00:00—Intro 00:58—Insurance strategies 01:30—Term life 05:23—Permanent insurance 09:32—Investment options 13:00—Caution needed Something or Nothing14:28—Artificial intelligence 16:46—Gold 21:02—Interest payment on US debt 23:12—Tech dividends 26:09—CPI print hotter than expected Bold Predictions27:10—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 podcast is produced by: Music by: "" Find us: | | | |
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About Employer Stock Programs
03/04/2024
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 Roundup12:51—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
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Avoiding Capital Gains
02/15/2024
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 . Find it Fast: Avoiding Capital Gains Tax Capital Gains00:00—Intro 01:11—When are you taxed? 04:51—Tax loss harvesting06:48—Wash sale strategy 08:31—Two ways to avoid capital gains tax entirely Something or Nothing12:53—Elon Musk ditching Delaware 16:56—Maersk suspended dividend 19:01—KoBold startup finds massive copper deposit21:10—Turkey hyperinflation24:43—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 podcast is produced by: Music by: "" Find us: | | | |
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Stock Market Bias
02/02/2024
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 . Find it Fast: Stock Market Bias00:00—Intro 01:19—Psychology of investing bias Central Bank Roundup11:37—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 podcast is produced by: Music by: "" Find us: | | | |
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Backdoor Roth IRA Rollover Strategy
01/23/2024
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 Strategy00:00—Intro 1:30—New contribution limits 2:50—After-tax backdoor rollover to Roth IRA for income-restricted investors8:15—Step rule transaction Headlines12:50—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 record19:37—DeepMind using AI to reduce drug development times Review and Outlook21:55—Review bold prediction that S&P 500 nearly hit 5,000 22:10—How the market changes during an election year27:01—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 podcast is produced by: Music by: "" Find us: | | | |
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Four Pillars of Recession
11/30/2023
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 , or watch our latest video session on YouTube at Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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End-of-Year Planning
11/21/2023
End-of-Year Planning
At this point, you’re probably wondering if the Fed is shooting darts, or if they actually know what they’re doing when it comes to interest rates. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the Fed, Japanese equities, and dig into some end-of-year planning strategies. Watch the video podcast on YouTube [Insert YouTube link] Find it Fast: Central Bank Roundup: 00:00—Intro 02:00—Will the Fed hike again? Is the Fed shooting darts?06:58—Bank of Japan and Japanese equities Role Play: 10:44—JP Morgan Jamie Dimon 13:05—ARK Invest Cathy Wood 14:48—Open AI Sam Altman17:12—Stephen A. Schwarzman 19:23—Venture Capital and Mark Anderson Five Good Minutes: Taxes and end-of-year planning 21:17—Tax loss harvesting 23:50—Charitable giving 25:36—Pre-tax accounts like 401(k) and IRA 27:27—Changes for 2024 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. This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency. 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 , or watch our latest video session on YouTube at Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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October Review
11/15/2023
October Review
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several financial topics including the big sell-off, reinvestment risk, and bond laddering. They also offer a bold prediction on whether rates have peaked. Find it Fast: October Review The Month of October Review: 00:00—Intro 00:41—October’s sell-off 10:28—Five good minutes on reinvestment risk 16:21—Bond laddering Bold Predictions: 21:19—NFL 22:27—Have rates peaked? Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show , or watch our latest video session on YouTube at Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Watching the Wealth Markers
10/27/2023
Watching the Wealth Markers
What are wealth markers and why should we care? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several interesting topics including mortgage rates, debt to GDP, and Crypto. They also discuss how Ireland’s rise correlates to increased wealth. If you’ll be signing up for Medicare soon or know someone who is, watch the Medicare Tips video Tom and Kevin mentioned at [Embed podcast player] Watch the video podcast on YouTube [Insert YouTube link] Find it Fast: Watching Wealth Markers Something or Nothing: 00:00—Intro 02:42—Ireland’s rise in SUVs 05:33—23-Year high in mortgage rates 11:18—Oil merger mania 15:10—Debt to GDP 17:20—Microlino Mailbag Questions: 19:35—Crypto* 23:27—Bonds Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show , or watch our latest video session on YouTube at Your Money Momentum podcast is produced by: Music by: "" Find us: | | | | *This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency. 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. Global Wealth Advisors Headquarters is located at 4400 State Hwy 121, Ste. 200, Lewisville, TX 75056, (972) 930-1238, or at [email protected].
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Open Enrollment Tips
10/04/2023
Open Enrollment Tips
Feeling like you relived the entirety of 2022 in September? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II dig into last month’s numbers and spend several good minutes discussing tips for employee open enrollment. Find it Fast: Month-End Financial Update: 00:00—Intro 01:11—Market review with charts A Few Good Minutes: 14:18—Open enrollment tips Bold Predictions: 19:52—Banking failures21:30—Sports Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show or watch our latest video session on YouTube at Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Cash is King
09/14/2023
Cash is King
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: 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 or watch our latest video session on YouTube at Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Building an Efficient Income Stream
08/08/2023
Building an Efficient Income Stream
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 commodities18:24—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 or watch our latest video session on YouTube at Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Tax Avoidance Strategies
07/12/2023
Tax Avoidance Strategies
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: Find it Fast: Tax Avoidance Strategies Tax Avoidance Strategies: 00:00—Intro01:05—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 or watch our latest video session on YouTube at Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Midyear 2023 Update
06/28/2023
Midyear 2023 Update
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 . The Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Merger Mania
06/14/2023
Merger Mania
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 or watch our latest video session at . Your Money Momentum podcast is produced by: Music by: "" Find us: | | | | 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 [email protected].
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The Value of a College Degree
06/02/2023
The Value of a College Degree
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 meeting20:45—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 or watch our latest video session at . Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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College Update
05/11/2023
College Update
Do you wear a monkey suit or not? College students in graduation mode are wondering how they will move up in their first job. In this college update episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer advice to new grads entering the workforce. They also dig into a few market headlines, and Nostra-Thomas makes a comeback with some sage opinions about the cost of college tuition, cows, and fake meat. Finally, they round out the show by hitting the mailbag and answering your questions. Find it Fast: College Update College Update: 00:00—Intro 01:18—New grads and jobs Headlines:07:06—More bank failures 12:24—Do the pros outperform the market? Nostra-Thomas:16:16—College board claims tuition is falling 18:30—How low will the (VIX) go? 20:11—Does fake meat have legs or is it just a fad? 23:09—KRE, selloffs, and regional banks Mailbag: 25:10—Boardgames 27:15—Ladder CDs 29:53—Outro Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous podcast , or watch our latest video session at . Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Paying Your Fair Share
05/04/2023
Paying Your Fair Share
We keep hearing that the wealthy don’t pay their fair share, but what exactly does that mean? In episode 63 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, you’ll watch CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II give their end-of-month recap for April, including discussion on equity markets, the debt ceiling, gold and the dollar, the housing market, and taxes. Be sure to listen to the end for outtakes. Find it Fast: Paying Your Fair Share End-of-Month Recap: 01:14—Equity markets 08:49—60/40 Split 13:14—Debt ceiling and Fed meeting 17:33—Gold and the dollar 21:04—Housing market 23:29—Taxes and paying your fair share This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency. Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast . Watch the video session at: The Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Central Bank and Recession
04/21/2023
Central Bank and Recession
Welcome to our first-ever video podcast! In episode 62 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, you’ll get to watch CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II hold another Central Bank Roundup, this time covering the central bank and recession. They also talk about interest rates and inflation and dig into the latest financial headlines with their Oddsmakers and Something-or-Nothing segments. Watch for our next podcast where they’ll cover new grads and what to expect in the job market. Find it Fast in Central Bank and Recession Central Bank Roundup:01:40—Interest rates, recession, and inflation OddsMakers:06:40—Will the U.S. default on its debt? 09:23—Apple Card and savings account 15:09—Oracle buying shares Something or Nothing: 17:46—Italian birthrate 20:21—Life expectancy 25:09—Single-day settlement Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast The Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Quarter End Market Update
04/07/2023
Quarter End Market Update
Is the move in yields for fixed income giving investors a bit of a scare? In episode 61 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover quarter end details including fixed-income volatility, commodities, and real estate. They also dig into some bold predictions about the Masters. Find it Fast: Quarter End Market Update Market Update: 00:54—Equity market and fixed income 08:48—Dollar index 10:49—Commodities 11:53—Real estate Bold Predictions:16:00—March Madness victory lap 17:46—The Masters Listen in to Your Money Momentum published twice monthly. If you like this quarter end episode, check out our previous podcast . The Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Headlines Edition Midmonth Podcast
03/23/2023
Headlines Edition Midmonth Podcast
In the headlines edition of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss a variety of headlines including interest rates, commercial real estate, global banks and Credit Suisse. They also revisit headlines over the last couple of weeks ago. Find it Fast in the Headlines Edition: Central Bank Roundup:00:25—Is the Fed done raising interest rates? 04:13—Kenneth Rogoff and high interest rates for a decade 06:25—Is commercial real estate the next crisis? Headlines Edition:08:48—Global banks 11:10—Credit Suisse Winners and losers: 15:54—Predicting the weather 17:80—Trading and hedge funds Headline follow-ups: 19:35—French pension 20:40—London metal exchange and fake nickels 23:20—Silicon Valley Bank Listen in to Your Money Momentum published twice monthly. If you like the headlines edition, check out our previous podcast . The Your Money Momentum podcast is produced by: Music by: "" Find us: | | |
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Failing Banks, Runs, and the FDIC
03/13/2023
Failing Banks, Runs, and the FDIC
Investors are wondering just how safe their money is. With the recent news unfolding, we’ve been fielding numerous calls since late last week about the failing banks including (SVB) and . In episode 59 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the bank collapses, what the government is doing about them, and where the FDIC and SIPC come into play. Don’t forget to watch for our upcoming show dedicated to everyone’s favorite topic…taxes. Find it Fast: Failing Banks Run on the Banks: 01:10—Run on Silicon Valley Bank and Signature Bank 06:47—Bank Term Funding Program (BTFP) Contagion:07:30—PacWest Bancorp, Western Alliance Bank, and First Republic Bank 10:50—Interest rates and bond market movement Is Your Money Safe? 11:51—FDIC, multi-bank program, and SIPC 17:03—The custodian relationship Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast . The Your Money Momentum podcast is produced by: Music by: "" Find us: | | | |
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Saddle Up for the Housing Industry
03/08/2023
Saddle Up for the Housing Industry
As investors grow weary of getting spurred by the Fed, they’re wondering if the pain will continue with the housing industry. In episode 58 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the housing market, where it’s headed, and dig their heels in for another rip-roaring Central Bank Roundup. They also rope in the money market and what it’s been doing lately. To round out the show, they stampede toward a few bold predictions about the Final Four and Formula 1 racing. Stay tuned for our upcoming show dedicated to everyone’s favorite topic…taxes. Find it Fast: Housing Industry Financial Update: 01:36—A look at the market 07:12—Housing industry and mortgages Central Bank Roundup: 11:10—Feds fund rate and some stats 15:25—European Central Bank 18:60—Money market Bold Predictions23:27—Basketball 26:06—Formula 1 Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast . The Your Money Momentum podcast is produced by: Music by: "" Find us: | | |
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The Personal Finance Edition
02/16/2023
The Personal Finance Edition
Check out the personal finance edition. In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the retirement age, marriage and money, and what economists get wrong. You’ll also get a visit from Nostra-Thomas and discussion on whether GM buying a lithium mine and facial recognition is something or nothing. Find it Fast: Personal Finance Edition Headlines: The Personal Finance Edition 01:02—Retiring at age 62 in France 05:00—Marriage and money 10:10—What economists get wrong about personal finance Nostra-Thomas:16:30—Brazil and Argentina combined currency 18:53—Inflation and the Central Bank 20:45—The ISM manufacturing index Something or Nothing:22:26—General Motors buying into lithium mine 24:14—Facial recognition tech at Madison Square Garden 26:19—London metal exchange short squeeze 28:19—Coal prices and China Toss Up: 29:37—Worst and best airports in the world Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast The Your Money Momentum podcast is produced by: Music by: "" Find us: | | |
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Are We There Yet? Is This a Potential Rally?
02/07/2023
Are We There Yet? Is This a Potential Rally?
Is this the rally investors have been hoping for or should we continue to exercise caution? In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II review market activities over the past month and discuss any potential rally conditions for the months to come. They also offer their bold predictions on the Super Bowl and revisit Kevin’s “S&P 5000” prediction made in . Stay tuned for the mid-month podcast due out in two weeks. Find it Fast: Potential Rally End-of-Month Update: 01:35—A look at equities 04:35—Fixed income activity 07:56—Commodities 09:50—More interest rates 12:42—Jobs rate and unemployment 16:34—Real estate and housing market Bold Predictions:19:04—Super Bowl 21:00—Kevin’s S&P 5000 21:32—Will this potential rally be short-lived? Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast episode . The Your Money Momentum podcast is produced by: Music by: "" Find us: | | |
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