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.
67: It's Our Anniversary
Feb 27, 2022
Show notes
For this week’s black history moment we want to tell you the story of how we created one of the largest black-owned wealth management firms in the country, as well as, give you advice on how you can build and grow your business. February 2022 marks our Ten Year Anniversary as a firm and we want to celebrate with our listeners! Edited 2 Se
66: Get Off the Menu and Get Your Seat at the Table
Feb 20, 2022
Show notes
Do you feel like "the man's" foot is on your neck? Are you always wondering how are you supposed to get ahead in a capitalist society? Well we know all about that and on this episode we're giving you the answers. It's time for you to get a seat at the table and not only be on the menu. Let's stop missing out on everyday opportunities to grow wealth and influence.
65: The New Tax Laws
Feb 13, 2022
Show notes
By now you should have your 1099s and W2 forms which means it's officially tax time! This episode is to help you prepare for filing your 2021 taxes. It is super important to know about all the tax changes that happened last year that could impact your refund this tax season--and your tax planning next tax season.
64: WTF is Going on in the Market Right Now?
Feb 06, 2022
Show notes
For those who are paying attention, the stock market is seeing red in a major way right now. Is this the first time the stock market has been down this much? Of course not. But what does it all mean? What's actually happening and should you be panicking? This week's podcast answers these questions and more. We also explain why this may be a great time for you and your wealth building portfolio.
63: Investing vs Trading
Jan 30, 2022
Show notes
Investing and trading are becoming extremely popular. This is partly because markets have had strong returns--and also because of social media. People love talking about their winnings but not so much about their losing. On this episode we breakdown the differences between being an investor and trading. We also help you understand which of the two is right for you.
62: Building a Socially Responsible Portfolio
Jan 23, 2022
Show notes
The terms "ESG", "socially responsible" and "impact investing" are ongoing buzzwords in the financial services industry. But what does it all actually mean? Regardless of the confusing industry jargon, the essence of it all is aligning your portfolio with your values—without sacrificing returns. More than that, it presents greater opportunity for you to see stronger returns. On this episode, we teach you how to do it whether you're dealing with a financial advisor, HR department or you self-manage your investments.
61: TikTok Financial Advice
Jan 16, 2022
Show notes
Scrolling through TikTok, you come across a huge range of videos, from new dances to someone encouraging you to invest in Tesla. Financial TikTok, also known as "FinTok", is where individuals share advice on topics from investing to cryptocurrency to saving for retirement. Yet, just like a big chunk of the news you find on social media, there are lots of FinToks containing misinformation. On this episode, we're analyzing--and correcting--the most popular Financial TikTop advice.
60: "Won't You Be My (Financial) Neighbor?"
Jan 09, 2022
Show notes
Do you remember "Mr. Rogers Neighborhood", where he would walk through the neighborhood and introduce you to all the important people in his life? Have you ever thought about who is in your neighborhood? What about your financial neighborhood? Having a well-rounded team of professionals in your "neighborhood", working in harmony on your behalf, is a game changer for your wealth. On this episode we uncover and clarify possible roles on your financial team and how they should work together--in all areas ranging from buying a house to getting a divorce.
59: How to Buy a Car
Jan 02, 2022
Show notes
If you’ve spent the past few months dreaming of a new car in your driveway, you’re probably looking at models, comparing deals and evaluating what add-ons you can afford. Buying a car is a big investment; you’ll need to think about the cost, financing options and negotiating tactics before heading to the dealership. On this episode we walk you through all the necessary steps to buying a car; and we highlight the common car buying mistakes that we want you to avoid.
58: New Years (Financial) Resolutions
Dec 26, 2021
Show notes
New Year’s resolutions don’t have to be reserved for diets and exercise. Sometimes the area of your life that really needs attention is your finances. As 2021 ends and 2022 begins, it's a great time to commit to your money goals, budget better, pay down debt, ditch bad habits and improve your financial picture to reach your goals. This episodes highlights specific--achievable--goals to set for your financial new year. If you want 2022 to be a better year for your money, consider making these financial New Year’s resolutions.
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