Episodes
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If you’re invested in the market and want a more specific definition for some of the jargon and topics in the news lately, this podcast episode is dedicated to you. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II unzip the mailbag and answer your top six questions about the market and what it might mean to you.
Find it Fast:
Mailbag:
00:00—Intro
01:10—What are yield curve inversions?
04:36—What are credit spreads?
08:40—What is the impact of immigration on housing and fertility?
15:08—Expat life can I retire abroad?
18:53—What drives the stock market?
23:06—What do I need to know about private equity?
Bold Predictions:
26:39—The Masters
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about the types of mailbag questions we receive, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube -
If you’re invested in the stock market, how do you pick your stocks? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the different types of analysis when selecting stocks including technical vs fundamental analysis, qualitative vs quantitative analysis, and evaluating and identifying a process.
Find it Fast:
Individual Stock Picking
00:00—Intro
01:05—Technical analysis vs fundamental analysis
04:25—Qualitative vs quantitative analysisSomething or Nothing
19:03—Bond restructuring
21:52—If the economy is doing well at current rates, why change them?
24:41—What Texas can teach about housing?
27:58—Supplemental leverage ratio
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about the strategies for picking good stocks be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube -
Missing episodes?
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Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, gold, US debt, and tech dividends are something to watch.
Find it Fast: Life Insurance Strategies
About Life Insurance
00:00—Intro
00:58—Insurance strategies
01:30—Term life
05:23—Permanent insurance
09:32—Investment options
13:00—Caution neededSomething or Nothing
14:28—Artificial intelligence
16:46—Gold
21:02—Interest payment on US debt
23:12—Tech dividends
26:09—CPI print hotter than expectedBold Predictions
27:10—March MadnessThis material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about insurance strategies be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
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Handcuffing employees to companies often occurs by granting employer stock. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics around non-qualified stock-based compensation, employee stock purchase plans, and margin of safety involved with employer stock programs. They also cover the crypto rally* as well as high-yield savings accounts and why you should consider the tax implications of cash.
Watch it on our YouTube channel: https://youtu.be/cVjn61TDPtA
Find it Fast:
Employer Stock
00:00—Intro
01:09—Stock purchase plans
04:51—Tax loss harvesting
05:45—When to sell or diversify
08:24—Employee stock purchase plansCentral Bank Roundup
12:51—PCE number
15:57—Australia and New ZealandMailbag
19:53—Crypto*
21:31—High-yield savings account losses*This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about employer stock options, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
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In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income Tax Strategy Guide.
Find it Fast: Avoiding Capital Gains Tax
Capital Gains
00:00—Intro
01:11—When are you taxed?
04:51—Tax loss harvesting
06:48—Wash sale strategy
08:31—Two ways to avoid capital gains tax entirelySomething or Nothing
12:53—Elon Musk ditching Delaware
16:56—Maersk suspended dividend
19:01—KoBold startup finds massive copper deposit
21:10—Turkey hyperinflation
24:43—CAPE ratioThis material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about avoiding capital gains tax, listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
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Do you go into the market making investments based on what your friends and family are doing, or do you think you’re immune to influences? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the various types of stock market bias you may not realize you have that can derail your portfolio. For additional information on bias, check out our guide on Avoiding Investment Bias.
Find it Fast:
Stock Market Bias
00:00—Intro
01:19—Psychology of investing biasCentral Bank Roundup
11:37—Powell speaksThis material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
Listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
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If you have the option through your employer-sponsored retirement plan to make non-deductible contributions to an IRA after you max out your 401(k) limits, you may be able to use a Backdoor Roth. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the specifics. Work with your CPA or financial advisor before you make these rollovers. We also discuss long-standing financial trends, the potential for a Eurozone downturn, and emerging markets debt.
Find it Fast: Backdoor Roth IRA Rollover
Backdoor Roth Strategy
00:00—Intro
1:30—New contribution limits
2:50—After-tax backdoor rollover to Roth IRA for income-restricted investors
8:15—Step rule transactionHeadlines
12:50—Are long-standing financial trends like the 0% interest rates over?
15:00—Is the Eurozone headed for another downturn?
17:02—Emerging markets debt issuance hits a record
19:37—DeepMind using AI to reduce drug development timesReview and Outlook
21:55—Review bold prediction that S&P 500 nearly hit 5,000
22:10—How the market changes during an election year
27:01—Are we currently in a recession?This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
Listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
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People are wondering if we should still be concerned about a recession. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss inflation, the four pillars of recession, and lowering interest rates. They also discuss the Goldilocks scenario and sovereign debt crisis.
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Find it Fast: Four Pillars of Recession
Monthly Review:
00:00—Intro
00:30—November in review
05:50—Four pillars of recession
15:20—Housing prices increasingBold Predictions:
18:46—December market
22:00—Recession delay by election seasonThis material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
Listen in to the Your Money Momentum podcast published twice monthly. If you like this end-of-year planning episode, check out our previous show End of Year Planning, or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
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At this point, you’re probably wondering if the Fed is shooting darts, or if they actually know what they’re doing when it comes to interest rates. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the Fed, Japanese equities, and dig into some end-of-year planning strategies.
Watch the video podcast on YouTube [Insert YouTube link]
Find it Fast:
Central Bank Roundup:
00:00—Intro
02:00—Will the Fed hike again? Is the Fed shooting darts?
06:58—Bank of Japan and Japanese equitiesRole Play:
10:44—JP Morgan Jamie Dimon
13:05—ARK Invest Cathy Wood
14:48—Open AI Sam Altman
17:12—Stephen A. Schwarzman
19:23—Venture Capital and Mark AndersonFive Good Minutes: Taxes and end-of-year planning
21:17—Tax loss harvesting
23:50—Charitable giving
25:36—Pre-tax accounts like 401(k) and IRA
27:27—Changes for 2024This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.
Listen in to the Your Money Momentum podcast published twice monthly. If you like this end-of-year planning episode, check out our previous show Open Enrollment Tips, or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
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In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several financial topics including the big sell-off, reinvestment risk, and bond laddering. They also offer a bold prediction on whether rates have peaked.
Watch the video podcast on YouTube
Find it Fast: October ReviewThe Month of October Review:
00:00—Intro
00:41—October’s sell-off
10:28—Five good minutes on reinvestment risk
16:21—Bond ladderingBold Predictions:
21:19—NFL
22:27—Have rates peaked?Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show Open Enrollment Tips, or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
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What are wealth markers and why should we care? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several interesting topics including mortgage rates, debt to GDP, and Crypto. They also discuss how Ireland’s rise correlates to increased wealth.
If you’ll be signing up for Medicare soon or know someone who is, watch the Medicare Tips video Tom and Kevin mentioned at Your Money Momentum.
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Find it Fast: Watching Wealth MarkersSomething or Nothing:
00:00—Intro
02:42—Ireland’s rise in SUVs
05:33—23-Year high in mortgage rates
11:18—Oil merger mania
15:10—Debt to GDP
17:20—MicrolinoMailbag Questions:
19:35—Crypto*
23:27—BondsListen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show Open Enrollment Tips, or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | Twitter | YouTube
*This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. Global Wealth Advisors Headquarters is located at 4400 State Hwy 121, Ste. 200, Lewisville, TX 75056, (972) 930-1238, or at [email protected].
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Feeling like you relived the entirety of 2022 in September? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II dig into last month’s numbers and spend several good minutes discussing tips for employee open enrollment. Find it Fast:
Month-End Financial Update:
00:00—Intro
01:11—Market review with chartsA Few Good Minutes:
14:18—Open enrollment tipsBold Predictions:
19:52—Banking failures
21:30—Sports
Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show Cash is King, or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | Twitter | YouTube
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If cash is king, what do you do with it? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss what to do with your cash. Listen in as they dig into money market accounts, treasury bills, CDs, and municipal bonds. They also answer your questions about the future of bank failures, how political seasons affect the market, and the best books for beginners. Here are some links to the books mentioned if you want some good reads for younger family members this holiday season:
Rich Dad Poor Dad Liar’s Poker Simple Wealth Inevitable Wealth The Big ShortWatch it on YouTube
Find it Fast: Cash is KingCentral Bank Roundup:
00:00—Intro
01:58—Rates, core inflation and spending
05:15—Jobs numbers
08:50—Strength of the dollarCash is King in Five Good Minutes (OK, 11 minutes):
09:09—Money market rates
14:38—What is a duration risk
16:51—CDs and municipal bondsMailbag:
20:43—Will there be more bank failures?
22:43—How do political seasons affect the markets?
24:12—What are the best investing books for beginners?Listen in to the Your Money Momentum podcast published twice monthly. If you like this Cash is King episode, check out our previous show Building an Efficient Income Stream or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | Twitter | YouTube
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If you’re looking to create a tax-efficient income stream, we might have one answer. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II begin digging into building a tax-efficient income stream using municipal bonds. They also discuss the current market situation and what we might expect for the rest of the year. Be sure to stay tuned for the mid-month podcast where they plan to cover the changing face of ESG and the resulting backlash. Find it Fast: Building an Efficient Income Stream
Financial Update:
00:00—Intro
01:26—Market update and the magnificent 7
07:18—Worldwide inflation, the economy, and consumers
12:05—Cost of capital and yen carry trade
15:12—Borrowing cost and downgrade
15:40—Fixed income
16:22—Housing and commodities
18:24—Commodities and real assets
22:03—U.S. dollarTax-Efficient Income Strategies:
23:12—Municipal bonds as a powerful vehicleFinal Thoughts:
32:50—Rapinoe’s missed goal and the state of politicsListen in to the Your Money Momentum podcast published twice monthly. If you like the tax avoidance strategies episode, check out our previous show Trump Tax Cuts May Expire or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | Twitter | YouTube
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When the Trump tax cuts go away at the end of 2025, will everyone’s taxes increase? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the implications for taxpayers and which increases and reductions are going to catch people off guard. They also discuss a few tax avoidance strategies that people can begin adopting now. Watch for more tax strategies in our next mid-month podcast in August. You can also get a free copy of our tax strategy guide by signing up at: http://eepurl.com/dEbIFX Find it Fast: Tax Avoidance Strategies
Tax Avoidance Strategies:
00:00—Intro
01:05—End of the Trump tax cuts end of 2025
02:30—Which increases and reductions are going to catch people off guard?
03:30—Strategies you can adopt now and laterRoleplay:
08:36—Bank of America discrepancies and potential bailout
10:36—Santander windfall profit tax
12:00—Fed interest rates continue or pause
13:03—Lower CPA examsCentral Bank Roundup:
15:15—Bank of Germany bond hit
19:11—Dollar dominance and the debt issue
22:20—Bank of Japan currency interventionListen in to the Your Money Momentum podcast published twice monthly. If you like the tax avoidance strategies episode, check out our previous show Midyear 2023 Update or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | Twitter | YouTube
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We’ve hit the midyear mark and investors want to know what to expect during the next half of this year. In episode 67 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II hold an in-depth discussion on the current conditions, stress in the market, and some positive news. They also offer up a couple of bold predictions about the equity market and just how many rate hikes the Fed has in them for 2023. Watch Tom and Kevin on YouTube: https://youtu.be/I8JqlVowQd0
Find it Fast:Midyear 2023 Update:
00:00—Intro
01:27—Market update
09:30—The S&P 5000 resurrected
16:14—Role of the US dollar
18:01—Stress in the market
20:20—Positive market news
22:42—Factors like quality, volatility, momentum, and high-dividend
Bold Predictions:
23:32— Equity market reversion
25:18—Will there be more than two rate hikes?Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast Merger Mania.
The Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | Twitter | YouTube
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Investors want to know what’s up with the merger mania in the news lately. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II question bank crisis profits, the lithium market, and Fed bank bailouts. They also discuss market stress, the doughnut effect, and Nostra-Thomas finds out what the heck Zelda soup is. Find it Fast: Merger Mania
Central Bank Roundup:
00:00—Intro
01:25—Interest rate skip or pauseHeadlines:
05:14—Banks earn profit despite “crisis”
09:45—Lithium merger maniaSomething or Nothing:
11:54—Fed bank bailouts vs quantitative easing
13:58—Inflation overseasTossup:
15:59—VIX or volume for market stress
18:05—The doughnut effectNostra-Thomas:
20:28—How long with the Fed keep rates high?
22:18—Will the G7 continue to dominate?
24:15—Zelda soupListen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous podcast Value of a College Degree, or watch our latest video session at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | Twitter | YouTube
This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NJ, NM, NY, NC, OH, OK, OR, PA, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank / financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Advisor. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. Global Wealth Advisors Headquarters is located at 4400 State Hwy 121, Ste. 200, Lewisville, TX 75056, (972) 930-1238, or at [email protected].
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For those wondering if there is still value in holding a college degree, listen in as we review some interesting stats. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the hyperbolic rise of Nvidia, the debt ceiling, and whether the economy will have a hard landing. They also share the average annual incomes for several popular college degrees. Find it Fast: The Value of a College Degree
Month-end Update:
00:00—Intro
00:57—Markets in May and Nvidia’s rise
07:47—Debt ceilingHeadlines:
07:06—Federal budget and a hard landing
18:41—G7 meeting
20:45—Value of a college degreeBold Predictions:
25:13—Worth of arts and antiques
27:15—Accuracy of magazine coversReal Estate:
28:39—Home pricesListen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous podcast College Update, or watch our latest video session at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
Find us: LinkedIn | Facebook | Instagram | Twitter | YouTube
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Do you wear a monkey suit or not? College students in graduation mode are wondering how they will move up in their first job. In this college update episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer advice to new grads entering the workforce. They also dig into a few market headlines, and Nostra-Thomas makes a comeback with some sage opinions about the cost of college tuition, cows, and fake meat. Finally, they round out the show by hitting the mailbag and answering your questions. Find it Fast: College Update
College Update:
00:00—Intro
01:18—New grads and jobsHeadlines:
07:06—More bank failures
12:24—Do the pros outperform the market?Nostra-Thomas:
16:16—College board claims tuition is falling
18:30—How low will the volatility index (VIX) go?
20:11—Does fake meat have legs or is it just a fad?
23:09—KRE, selloffs, and regional banksMailbag:
25:10—Boardgames
27:15—Ladder CDs
29:53—OutroListen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous podcast Paying Your Fair Share, or watch our latest video session at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
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We keep hearing that the wealthy don’t pay their fair share, but what exactly does that mean? In episode 63 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, you’ll watch CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II give their end-of-month recap for April, including discussion on equity markets, the debt ceiling, gold and the dollar, the housing market, and taxes. Be sure to listen to the end for outtakes.
Find it Fast: Paying Your Fair ShareEnd-of-Month Recap:
01:14—Equity markets
08:49—60/40 Split
13:14—Debt ceiling and Fed meeting
17:33—Gold and the dollar
21:04—Housing market
23:29—Taxes and paying your fair share
This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast Central Bank and Recession. Watch the video session at: Your Money Momentum
The Your Money Momentum podcast is produced by: Pamela Engstrom
Music by: PWISBY "Ruff"
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