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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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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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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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...
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If youโre 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 ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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:00:00โIntro 01:10โWhat are yield curve inversions? 04:36โWhat are credit spreads? 08:40โWhat is the impact of...
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If youโre invested in the stock market, how do you pick your stocks? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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 Picking00:00โIntro 01:05โTechnical analysis vs fundamental analysis 04:25โQualitative vs quantitative analysis Something or...
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Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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 Insurance00:00โIntro 00:58โInsurance strategies 01:30โTerm life...
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Handcuffing employees to companies often occurs by granting employer stock. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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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In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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 Gains00:00โIntro 01:11โWhen are you taxed? 04:51โTax loss harvesting06:48โWash sale strategy 08:31โTwo ways to avoid capital gains tax...
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Do you go into the market making investments based on what your friends and family are doing, or do you think youโre immune to influences? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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 Bias00:00โIntro 01:19โPsychology of investing bias Central Bank...
info_outlineIn this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข 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.
Watch the video podcast on YouTube
Find it Fast: October Review
The Month of October Review:
00:00โIntro
00:41โOctoberโs sell-off
10:28โFive good minutes on reinvestment risk
16:21โBond laddering
Bold Predictions:
21:19โNFL
22:27โHave rates peaked?
Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show Open Enrollment Tips, 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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