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.

What to Expect with the Presidential Election 10/28/2024

Tax Planning vs Tax Advice 10/15/2024

Tax Planning vs Tax Advice What is the difference between tax planning vs tax advice? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ 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: 00:00—Intro 01:20—Tax planning vs tax advice 05:24—Technology and modeling strategies out Roleplay 11:07—Rate cut 14:24—Dock workers 15:56—S&P 15,000 prediction 18:21—Losing a fortune with Pelton 20:26—Founder of Barnes and Noble 22:32—Bond market vs. stock market 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 tax planning and 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: | | | | The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank or 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]. /episode/index/show/gwadvisors/id/33468112

Tax Efficient Asset Allocation Strategies 08/29/2024

SECURE Act 2.0 Changes on Retirement Savings 08/15/2024

Preparing for Retirement: Withdrawal Rates 07/23/2024

What are Structured Products? 07/11/2024

What are Structured Products? 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, CERTIFIED FINANCIAL PLANNER™ 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 Products00:00—Intro 01:15—The definition of structured products 06:27—Who does this make sense for and who should skip it? 07:52—What are the levels? 09:50—How do you buy them? 10:55—What are the risks and benefits? Nostra-Thomas12:46—Are stocks at risk for a loss decade? 15:43—Political shakeups 17:15—What is the next crisis? 19:42—Is low volatility here to stay? 22:16—What is the current trading temperature? 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. 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 structured products, 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: | | | | /episode/index/show/gwadvisors/id/32099072

Don’t Pay the Sticker Price for College 06/25/2024

Property and Casualty Insurance Shopping Guide 06/07/2024

Election Year and the Markets 05/22/2024

Interest Rate Update 05/10/2024

Your Top 6 Market Questions Answered 04/16/2024

Picking Good Stocks: What Do You Look For? 04/01/2024

Life Insurance Strategies 03/14/2024

About Employer Stock Programs 03/04/2024

Avoiding Capital Gains 02/15/2024

Stock Market Bias 02/02/2024

Backdoor Roth IRA Rollover Strategy 01/23/2024

Four Pillars of Recession 11/30/2023

End-of-Year Planning 11/21/2023

October Review 11/15/2023

Watching the Wealth Markers 10/27/2023

Open Enrollment Tips 10/04/2023

Cash is King 09/14/2023

Building an Efficient Income Stream 08/08/2023

Tax Avoidance Strategies 07/12/2023

Midyear 2023 Update 06/28/2023

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]. /episode/index/show/gwadvisors/id/27151428

The Value of a College Degree 06/02/2023

College Update 05/11/2023

Paying Your Fair Share 05/04/2023

Your Money Momentum

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