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.
47: Make Sure Your Parents Are Straight
Oct 03, 2021
Show notes
If you don’t take the time to get your parents financial profile in order, it could put their finances in jeopardy--and ultimately yours! Over 15% of middle-aged adults are providing financial support to both an aging parent and a child, at the same time. For African-Americans, more than half find themselves unexpectedly "sandwiched" between caring for an older person and a child under the age of 18. This episode focuses on how to get your parents finances in order to ensure they can age gracefully and independently. We highlight specific conversations and topics you need to have with them to make sure all bases are covered under any circumstance.
46: Save the World While Saving Money
Sep 26, 2021
Show notes
While our expertise is in wealth management, personal finance and entrepreneurship, we do know that climate change is a very real thing. And not only will it have an impact on the environment but it can also deep impact on your wallet. On this episode we talk about the ramifications climate change can have on your bank account; as well as, ways to save money while also saving the environment.
45: FIRE (Financially Independent & Retiring Early)
Sep 19, 2021
Show notes
According to a recent Gallup poll, the average expected retirement age is 66. Thirty years ago, the average American projected retiring at age 60. What does this mean? On average, Americans are expected to work longer and retire later in life--or maybe not! There is a new Millennial movement called "F.I.R.E.", Financially Independent and Retiring Early. How early? 20 - 30 years early! It's not easy but it's very possible and on this episode we are discussing how to adopt this way of life to retire in your 30s or 40s.
44: How to Buy a Business
Sep 12, 2021
Show notes
We just bought a new business together last month and what we have realized is that most of the advice we give is only on building a brand new business. But what about buying one? On this episode we give you all the steps on how to buy an existing business and give you a little insight into our recent purchase.
43: Adulting 101 & Your Financial Glossary
Sep 05, 2021
Show notes
Are you tired of being lost in financial conversations? Are you feeling left behind in your attempt at "financial adulting"? No worries! On this episode we break down basic concepts and key words every adult must master to build wealth and be financially responsible.
42: The Wealth Gap of the Middle Class
Aug 22, 2021
Show notes
Keeping liquid savings on hand in case of an emergency is one area where Americans of all income brackets are falling short--especially the "middle class." But what is this middle class? Is it defined by a salary range, household income or aspirational possessions? And is being in the "middle class" all it's chalked up to be? On this episode we answer all these questions while addressing the wealth gap of the middle class and how to thrive in it.
41: Can I Borrow a Dollar?
Aug 15, 2021
Show notes
No matter how much you earn, "getting by" is still a struggle for most people. 78% of full-time U.S. workers say they are living check-to-check and 56% say they are in over their heads with debt. Even those making over six figures say they struggle to make ends meet with with nearly in 10 of those making $100k+ living paycheck-to-paycheck. So what does all of this mean? It means that we are all accustomed to borrowing money and taking out loans at some point in our adult lives. This episode talks about how to do it--and when to not do it at all.
40: DIY Estate Planning
Aug 08, 2021
Show notes
We recently did two episodes on estate planning: “Estate Planning” and “Trust Fund Babies.” This week's show focuses on giving you the the do-it-yourself (DIY) version. We are highlighting ways to get your entire estate plan done for little or no money whatsoever--and that's with or without the help of a lawyer. We hope that by eliminating all of the financial obstacles and making estate planning super simple there will be nothing stopping you from getting yours done today.
39: Hateration, BRICs & Valuation
Aug 01, 2021
Show notes
Who is Jerome and why is he hating on all of our bank accounts? What's a BRIC and how should you use the term at dinner parties? What are some of the most expensive stocks right now and how do we spot them? This episode is our quarterly Market update on what's happening in the economy and how it's effecting your portfolio today.
38: Estate Planning
Jul 25, 2021
Show notes
Research shows that only 44% of Americans have a Will. Leaving the majority of Americans with no estate plan at all; with 47% stating "they just haven't got around to it" and 29% believing they don't have enough assets to leave to anyone. On this episode, we discuss what goes into an estate plan and why now is the time to "get around to it" no matter how little you may (think you) have in assets.
Our TOPPODCAST Picks 
Stay Connected
