Your Money Momentum

著者： Global Wealth Advisors
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  • サマリー

  • Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accumulate, preserve and protect wealth, and stay on track in meeting your retirement goals. The variety of topics covered by this show includes market news, the economy, investment strategies, retirement planning, estate planning, risk management, income tax planning, and business succession. As specialists in the financial services field, our commentary has been seen in U.S. News and World Report, The Wall Street Journal, Nasdaq, Investopedia, Kiplinger, CNBC, and Yahoo! Finance, among others. Our goal is to help you make smarter decisions about your complex financial life. Please subscribe for free and listen in every other Friday just in time for your morning workout or commute. Global Wealth Advisors 4400 State Hwy 121, Suite 200, Lewisville, TX 75056 (972) 930-1238 | info@gwadvisors.net | www.gwadvisors.net 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.
    ©2024 Global Wealth Advisors
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  • Tax Efficient Asset Allocation Strategies

    Tax Efficient Asset Allocation Strategies
    2024/08/29

    You may feel confident with your asset allocation strategies, but how do you know if you’ve optimized them for tax efficiency? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss asset allocation location buckets and which bucket for which account. They also cover recent Central Bank activity and what you might expect in the coming month. #assetallocation #investmentstrategies #wealthmanagement

    Find it Fast: Asset Allocation Strategies

    Tax Efficiency:
    00:00—Intro
    01:29—Asset allocation location
    05:16—Which bucket for which account

    Dr. Doom
    11:02—The everything ETF and indirect exposure

    Central Bank Roundup
     14:58—Lower rates are coming
    19:52—Japan chaos and Yenmageddon
    23:42—Sweden eases policy early

    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 tax-efficient asset allocation strategies available to you, 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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    28 分
  • SECURE Act 2.0 Changes on Retirement Savings

    SECURE Act 2.0 Changes on Retirement Savings
    2024/08/15

    If you’re looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the effects of the SECURE Act 2.0 on retirement savings including business owners, retirees, and employer-sponsored plans.

    Find it Fast:

    Retirement Savings Plans
    00:00—Intro
    01:16—SECURE Act 2.0 effects
    02:25—Change in RMD rules and penalty changes
    05:30—SEPP & SIMPLE IRAs Roth options and new limits
    08:08—529 leftover funds rollovers into ROTH
    10:17—Qualified charitable contribution changes
    11:35—Employer matching and student loan payments
    12:16—ABLE plans
    13:05—Low-income and gig workers savers match

    Toss Up
    14:06—Wealth taxes
    17:20—Achieving longer lifespans
    20:28—Warren Buffet’s cash
    23:54—Working from home
    25:20—Elections and sell-offs

    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 changes SECURE 2.0 made on retirement savings, 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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    30 分
  • Preparing for Retirement: Withdrawal Rates

    Preparing for Retirement: Withdrawal Rates
    2024/07/23

    If you’ll be retiring soon, you may wonder how you’ll pay for it. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about ways to plan your withdrawal rates in retirement so your money lasts as long as possible. They also discuss interest rates, the Chinese regional bank crisis, and whether India will take over the number one spot as a world superpower.

    Find it Fast:

    Withdrawal rates and how much do I need for retirement?
    00:00—Intro
    01:44—What do I need to know about withdrawal rates?

    Central Bank Roundup
    10:35—Interest rates
    14:04—China regional banking crisis

    Something or Nothing
    16:27—Chinese robo taxis
    19:33—India stock market
    22:45—Shadow banking
    26:24—Peloton convertible notes

    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 safe withdrawal rates, 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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    30 分

あらすじ・解説

Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accumulate, preserve and protect wealth, and stay on track in meeting your retirement goals. The variety of topics covered by this show includes market news, the economy, investment strategies, retirement planning, estate planning, risk management, income tax planning, and business succession. As specialists in the financial services field, our commentary has been seen in U.S. News and World Report, The Wall Street Journal, Nasdaq, Investopedia, Kiplinger, CNBC, and Yahoo! Finance, among others. Our goal is to help you make smarter decisions about your complex financial life. Please subscribe for free and listen in every other Friday just in time for your morning workout or commute. Global Wealth Advisors 4400 State Hwy 121, Suite 200, Lewisville, TX 75056 (972) 930-1238 | info@gwadvisors.net | www.gwadvisors.net 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.
©2024 Global Wealth Advisors
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