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A tartalmat a The North Star biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a The North Star vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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The Momentum Advisors Show
Mind megjelölése nem lejátszottként
Manage series 2938954
A tartalmat a The North Star biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a The North Star vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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 & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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210 epizódok
Mind megjelölése nem lejátszottként
Manage series 2938954
A tartalmat a The North Star biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a The North Star vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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 & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
…
continue reading
210 epizódok
Minden epizód
×T
The Momentum Advisors Show

In honor of International Women’s Day and Women’s history month, we are dedicating this week’s show to all of the ladies! Join us as we quiz Allan’s knowledge with some intriguing statistics about women and provide advice that’s specially tailored for the better half of the population!
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The Momentum Advisors Show

1 208: It could all be so simple (the plight and joy of Black financial advisors) 1:02:41
1:02:41
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As we conclude Black History Month, we're diving into the experience of being financial advisors (who happen to be Black). Join us as we explore the joy and pain of the profession, and discuss why you might consider working with—or even becoming—one of us.
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The Momentum Advisors Show

1 207: Your Age and Your Money 1:03:25
1:03:25
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Generational divides aren't just about music and fashion – they extend to money. This episode dives into the distinct financial perspectives of Baby Boomers, Gen X, Millennials, and Gen Z, revealing their blind spots and key traits. Plus, we'll provide tailored financial advice for each generation.
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The Momentum Advisors Show

1 206: Buckle up: Financial Market Update 1:07:29
1:07:29
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This week, we're tackling the pressing question: How will the new administration's actions shape the economy and financial markets? Tune in as we offer actionable insights and strategies to adapt your portfolio amidst expected market turbulence. With volatility on the horizon, brace yourself for a bumpy ride ahead. Buckle up!…
With boycotts sweeping the nation in response to recent government and corporate actions, how can everyday citizens make their voices heard? In this episode, we delve into the power of historical boycotts and discover the potential each of us holds to use our wallets and investments to incite change.…
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The Momentum Advisors Show

1 204: America is on Fire 1:00:19
1:00:19
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We are only a few weeks into 2025 and we are already facing intense wildfires and multiple plane crashes. But what truly captured our focus this week is the attack on our fundamental values through the war on Diversity, Equity, and Inclusion (DEI). In this episode, we explore the ramifications of the President's executive orders on our lifestyle and financial well-being. We also discuss how you can make your voice heard through impactful investments and mindful spending. Join us for a vital conversation on safeguarding our values during these turbulent times.…
In the circle of life, we transition from being cared for as babies to needing assistance as seniors. In this second episode of our series, we dive into the essential steps you should consider implementing in your parents' lives today. From updating beneficiary forms to canceling unnecessary subscriptions and safeguarding against romance scams—we provide a comprehensive game plan for managing your parents' affairs with confidence.…
As adult children increasingly reach out with concerns about their parents' and grandparents' finances, a troubling trend emerges: despite having sufficient resources, aging loved ones are struggling to stay on top of their financial responsibilities due to memory decline. Unpaid bills, service disconnections, and collection calls are becoming all too common. In this first episode of a two-part series, we’ll dive into essential actions you can take now to protect your family's elders and ensure their financial stability before it’s too late.…
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The Momentum Advisors Show

1 201: New Year - OLD You + Budget Baby Steps (bbS) 1:02:26
1:02:26
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Welcome to 2025! As we ring in the new year, many of us are eager to reinvent ourselves. But let’s face it—the “old you” is the one doing all the heavy lifting! Join us this week as we offer advice to help your current self pave the way for a fresh start. Plus, we'll provide you with a micro-dose of easy financial tweaks that can lead to significant rewards throughout the year. Get ready to embark on your transformation journey with practical tips and small, impactful changes.…
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The Momentum Advisors Show

Allan and Andrea recap 2024’s top episodes, covering investing, generational wealth, and financial freedom. Tune in for key lessons and prepare for a prosperous 2025!
America is a nation of consumers. Two-thirds of our economy relies on us buying stuff. And thanks to technology – from Buy Now, Pay Later to the endless stream of ads – shopping has never been easier. But for many, this ease comes at a cost. In this episode, we delve into tips and strategies on how to recognize whether you have a problem and how to fix it.…
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The Momentum Advisors Show

Many young people today struggle financially, often feeling like they must abandon traditional goals such as homeownership and retirement. This week, we unpack what it truly means to achieve a better financial life than your parents and how you can navigate your way to your piece of the American Dream.…
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The Momentum Advisors Show

Inflation numbers are currently under control. However, the long-term cumulative effects of inflation will be felt for years to come. Plus, the upcoming presidential administration could trigger a resurgence in higher prices. This week, we discuss practical strategies and ideas for what to do IF inflation were to make a comeback.…
Exposing kids to investments early in life helps prepare them for successful financial lives. As we enter the holiday season, we break down ways to give stocks and cryptocurrency as gifts to the young people in your life.
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The Momentum Advisors Show

This week, Bitcoin approached an all time high of $100,000 after trading below $20k just 2 years ago. While the wind is at the back of crypto enthusiasts, we want to take a minute to walk thru the pros and cons of digital currencies.
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