What to Expect with the Presidential Election
Your Money Momentum
If youโre 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 ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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 and weโll be...
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Tax Planning vs Tax Advice
Your Money Momentum
What is the difference between tax planning vs tax advice? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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: 00:00โIntro 01:20โTax planning vs tax advice 05:24โTechnology and modeling strategies out Roleplay 11:07โRate cut 14:24โDock workers 15:56โS&P...
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Tax Efficient Asset Allocation Strategies
Your Money Momentum
You may feel confident with your asset allocation strategies, but how do you know if youโve optimized them for tax efficiency? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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...
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SECURE Act 2.0 Changes on Retirement Savings
Your Money Momentum
If youโre looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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 Plans00:00โIntro 01:16โSECURE Act 2.0 effects 02:25โChange in RMD rules and penalty changes 05:30โSEPP & SIMPLE IRAs Roth options and...
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Preparing for Retirement: Withdrawal Rates
Your Money Momentum
If youโll be retiring soon, you may wonder how youโll pay for it. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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?00:00โIntro ...
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What are Structured Products?
Your Money Momentum
If youโre wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, youโre not alone. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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 Products00:00โIntro 01:15โThe definition of structured products 06:27โWho does this make sense for and who should skip...
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Donโt Pay the Sticker Price for College
Your Money Momentum
If youโre shocked by the price of college, wait until you find out which schools might offer little-known discounts. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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
Youโve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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 Guide00:00โIntro 01:33โInsurance costs on the rise 03:35โStrategies for saving money on insurance* Role Play12:39โAlex Rodriguez 13:53โSingapore 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 ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II host Global Wealth Advisorsโ 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 youโve wondering whether there will be an interest rate cut this year, youโre not alone. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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:00:00โIntro 01:23โWill there be an interest rate cut this year? 05:46โMortgage rates on the move 07:40โBank of...
info_outlineFeeling like you relived the entirety of 2022 in September? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II dig into last monthโs numbers and spend several good minutes discussing tips for employee open enrollment.
Find it Fast:
Month-End Financial Update:
00:00โIntro
01:11โMarket review with charts
A Few Good Minutes:
14:18โOpen enrollment tips
Bold Predictions:
19:52โBanking failures
21:30โSports
Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show Cash is King, 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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