The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
197: Inflation Situation
Dec 08, 2024
Show notes
Inflation numbers are currently under control. However, the long-term cumulative effects of inflation will be felt for years to come. Plus, the upcoming presidential administration could trigger a resurgence in higher prices. This week, we discuss practical strategies and ideas for what to do IF inflation were to make a comeback.
196: Stocks for Christmas; The Gift That Keeps on Giving
Dec 01, 2024
Show notes
Exposing kids to investments early in life helps prepare them for successful financial lives. As we enter the holiday season, we break down ways to give stocks and cryptocurrency as gifts to the young people in your life.
195: Cryptomania
Nov 24, 2024
Show notes
This week, Bitcoin approached an all time high of $100,000 after trading below $20k just 2 years ago. While the wind is at the back of crypto enthusiasts, we want to take a minute to walk thru the pros and cons of digital currencies.
194: Protecting Your Legacy… Introducing Asset Protection Trusts
Nov 17, 2024
Show notes
You are working hard to build your net worth, but how do you ensure everything you’ve built gets passed on to your heirs? This week we are breaking down some basic estate planning terms and also introducing you to a special type of Trust that is designed to protect your home and bank accounts from creditors.
193: The election is over. Now what?
Nov 10, 2024
Show notes
We are all either disappointed or elated after the election. The incoming President has made a bunch of bold predictions and his voters expect a much brighter future. This week, we'll dissect his campaign promises and explore what they could mean for your wallet and the economy.
192: Think Long Think Right
Nov 03, 2024
Show notes
Every day we are bombarded with important decisions to make. Some are of little consequence, like where to eat lunch. But other decisions really matter – like which job offer to take or home to purchase. In this episode, we break down the psychology behind decision making and the pitfalls to avoid. We also introduce you to two frameworks for making better decisions in your personal and financial lives.
191: Are We Better Off?
Oct 27, 2024
Show notes
Three years of high inflation has many households stretched, especially lower-income families. A popular question being asked of voters right now as we head into the election – Am I better off today than I was 5 years ago? On today’s show, we will discuss the state of the US economy and, more importantly, our collective PERSONAL economy. And if you are doing worse than you were in the past, we will give you some tips and strategies for improving your situation over time.
190: The Search for (Income) Yield
Oct 20, 2024
Show notes
The last 2 years have been great for folks with “extra money” because there have been a lot of opportunities to earn high yields on cash. However, with the Fed cutting interest rates, those opportunities are going to start to dry up over time. On today’s show, we break down a range of ways to earn income/yield on your money. We break down everything from High Yield Savings accounts to Dividend Stocks, and we also introduce you to REITs (Real Estate Investment Trusts) and BDCs (Business Development Companies).
189: Financial Regrets; You can’t kiss all the girls
Oct 13, 2024
Show notes
Seventy four percent of Americans have a financial regret. The biggest source of regret is inaction. When we don’t do something, we romanticize how much better our lives would have been had we chosen that direction. On today’s show, we will break down what causes (financial) regret and how to avoid this counterfactual emotion.
188: Climate change and your pocketbook
Oct 06, 2024
Show notes
It is becoming more and more apparent that global warming is causing a rise in weather-related disasters. Less than a week after Climate Week, the annual gathering of experts discussing climate action, Hurricane Helene wreaked havoc all over the South. In the 1990s and 2000s, the US averaged just 8 storms per year that caused more than a billion dollars in damage(adjusted for inflation). Last year, there were 28. This week, we are breaking down the connection between the environment and the cost of insurance and real estate.
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