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.
266: Money Math and The Co-Holding Paradox
May 17, 2026
Show notes
Making day-to-day money decisions can be incredibly confusing when you are juggling competing priorities like paying off debt, investing for the future, and building a savings cushion. Wouldn’t it be great if you had a simple framework for your money math? In this episode, we give you some rules of thumb for decision-making and break down "The Co-Holding Paradox"—the costly psychological trap where millions of consumers choose to keep low-yield cash sitting in a savings account while simultaneously carrying high-interest revolving credit card debt.
265: When Grandma’s Money Is Funny
May 11, 2026
Show notes
Nearly half of all Black and Hispanic seniors over the age of 65 are living dangerously close to the poverty line. On today’s show we give financial strategies for surviving retirement on very little and a list of resources for assistance. Please share this very special episode with your older family and friends and church members!
264: Draft Season — Momma I Made It!
Apr 26, 2026
Show notes
This spring will give rise to many new millionaires across the NFL, NBA, WNBA and other professional sports. Additionally, many of us regular folk will be experiencing new high-paying careers, promotions at work, raises and bonuses. This week we give advice to those who are leveling up financially, with an emphasis on the newly minted pro athletes.
263: Making Good Money… Still Broke…
Apr 19, 2026
Show notes
Then we saw a headline this week that read: Americans With Higher Incomes Are Starting to Fall Behind on Payments. It reminds us of the fact that even as we make more money, we can still have financial problems. On this week’s show we share wealth-building advice for the high income earner.
262: College D-Day, Supportive Involvement and Bad Gospel Grammar
Apr 12, 2026
Show notes
We are approaching the day when aspiring college students must decide on a university. How do we, as the caring adults in their lives, practice “supportive involvement” and guide them towards the best decision -- one that balances their future goals with your family’s financial readiness? This week, we poke a little fun at the grammar of gospel songs, while providing sage advice for the young scholars in your life.
261: A Public Conversation about “Private Credit”
Apr 06, 2026
Show notes
There’s a growing list of issues weighing on the markets — the war involving Iran, tensions in the Strait of Hormuz, and rising chatter about a potential new “credit crisis” emerging in private credit. But what is Private Credit? Today, we’ll break down this asset class and explore how it may impact investors and the broader economy.
260: Fighting the Iran War (At Home)
Mar 29, 2026
Show notes
The Iran conflict is pushing oil and gasoline prices higher, raising inflation fears, and stoking economic worries. While you cannot control what’s happening overseas, there are many things you can do to keep things under control at home. This week we share some budget and investment thoughts that should help you fight back.
Legal Disclaimer: This podcast does not provide personalized recommendations. Before making any financial or investment decisions, you should consult with a qualified professional who can assess your individual circumstances. Investing involves risk, including the potential loss of principal.
259: Getting Your Money’s Worth (Out of Your Financial Advisor)
Mar 22, 2026
Show notes
With so many tools for obtaining financial advice at our disposal, many people wonder if financial advisors are truly worth their fee. While it’s true that studies show financial advisors help investors earn higher returns and add to their client’s net worths over time, not everyone is happy with their advisor.
On this week’s show, we discuss the two-way responsibility of working with a financial advisor — focusing on the client’s duties, as well as the advisor’s.
258: War, What Is It Good For?
Mar 08, 2026
Show notes
In a few short weeks, we have deposed the leaders of two countries — this time violently murdering the leader of Iran. We are dropping bombs, killing innocent people and shaking up the global economy. On this episode, we break down the consequences of the war against Iran, and the impact on you as an investor.
257: Dirty Money: The Deportation Industrial Complex and The Cost of Resistance
Mar 01, 2026
Show notes
From mass deportations to the dismantling of Diversity, Equity, and Inclusion, many Americans are fed up with the actions of the president. And yet as consumers and investors, we are stuffing the pockets of the very companies that are supporting these controversial initiatives. This week, we shine a light on the movement to #ResistAndUnsubscribe, and highlight Corporate America’s involvement in the Deportation Industrial Complex.