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.
117: Birthday's and Black History
Feb 26, 2023
Show notes
Today we celebrate our favorite co-host, Allan Boomer, as we observe his birthday and allow him to take over today's episode and talk about what he loves best: Black history. Today's unconventional episode doesn't talk about finance or wealth management at all but instead, highlights the legacy of Black people and the unspoken progress we continue to make in the United States. Happy Birthday Allan!
116: It's Time to Ask for Help
Feb 19, 2023
Show notes
Everyone makes mistakes when it comes to money--no matter how much or how little you have of it. Yet, money remains one of those common subjects where people never feel comfortable asking for help until it's way too late. On this episode, we discuss why it's so hard to ask for financial help, overcoming that, and how to successfully get the help you need. Because whether you like it or not, asking for help is the first step to saving your finances.
115: The Curious Case of Allan's Lost Wallet
Feb 12, 2023
Show notes
Two weeks ago, Allan lost his wallet outside of his local bagel shop. Within two hours of losing his wallet, all of Allan's accounts were hit with multiple transactions totaling several thousands of dollars in losses. On this episode, we will discuss what to do if your wallet is lost, how to prepare in advance and also best practices to protect your identity from fraud.
114: Quarterly Market Commentary: Beauty & the Beast--and Beyoncé
Feb 05, 2023
Show notes
On this episode we are sharing our proprietary market commentary for the last quarter and our projections for the year ahead. We discuss the blood bath that has taken place in the market but how and why we're optimistic for the year ahead. Tune in to hear what you can expect from your portfolio, what's getting more expensive, and what may be getting cheaper. And oh yeah, Beyoncé!
113: The New (Tax) Sheriff in Town
Jan 29, 2023
Show notes
It's tax season and this year things are going to look very different. There have been major changes to the tax laws and it's a guarantee that you're going to feel it--good and bad. Tune in to this episode to learn why your tax refund may be a lot less this year and how your portfolio's tax strategy just received a major boost. We also answer the age old question of how "the wealthy" avoid paying taxes--legally.
112: Bump Your Bank
Jan 22, 2023
Show notes
Statistics show that, on average, Americans stick with the same banking institution for over 17 years. That is longer than the average marriage. The question we are asking is: Why are we so loyal to banks that are rarely loyal to us--and should we be? The answer is discussed thoroughly on this episode as we highlight our issues with banks, why it's time to branch out, and what your options are.
111: The Inflation Diet
Jan 15, 2023
Show notes
In 2022, inflation reached levels unseen in four decades. But prices ballooned more rapidly for certain items than others, largely concentrated among food, fuel and airfare. On this episode we talk specifically about how inflation is impacting your weekly spending, the real reason behind these dramatic price increases, and how long we think it's going to last.
110: Damar Hamlin, the NFL, and Income Protection
Jan 08, 2023
Show notes
This week we all watched in awe as Damar Hamlin was given CPR multiple times on national TV. Hamlin, who was immediately treated after going into cardiac arrest during Monday Night Football, has shown “remarkable improvement” but, what will happen to his finances if he never plays football again? And for you the listener: what will happen to you and your family if you suffer an injury that keeps you from working? On this episode, we tell you how to focus on income protection against all odds--albeit temporary or permanent.
109: Increase Your Network to Increase Your Net Worth
Jan 01, 2023
Show notes
Happy New Year! We normally discuss the “hardware” of improving your net worth but, it is equally as important to focus on the “software.” When we think about our personal success a lot of it has to do with not just what we know but, also WHO we know. On this episode, we break down the value of a strong network, who you should be building relationships with in 2023, and how to do it effectively. We also give examples on how your network can really pay off in your wealth building strategy.
108: Christmas Shenanigans
Dec 25, 2022
Show notes
It's Christmas day and all we want to do is have fun with you guys. Tune in for a laid-back episode of holiday cheer, laughs, and even more of our usual antics. Merry Christmas y'all!
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