Don’t Pay the Sticker Price for College
Your Money Momentum
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...
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Property and Casualty Insurance Shopping Guide
Your Money Momentum
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...
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Election Year and the Markets
Your Money Momentum
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...
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Interest Rate Update
Your Money Momentum
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...
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Your Top 6 Market Questions Answered
Your Money Momentum
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...
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Picking Good Stocks: What Do You Look For?
Your Money Momentum
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...
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Life Insurance Strategies
Your Money Momentum
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...
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About Employer Stock Programs
Your Money Momentum
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...
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Avoiding Capital Gains
Your Money Momentum
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...
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Stock Market Bias
Your Money Momentum
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...
info_outlineIf 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
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