Your Money Momentum

Is it possible for tips and social security not to be taxed? In this episode of 

If you're wondering what to expect with the presidential election, listen in for some tips on potential changes you might wish to make in your portfolio depending upon the election outcome. In this episode of

What is the difference between tax planning vs tax advice?  In this episode of

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

If you're looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of

If you'll be retiring soon, you may wonder how you'll pay for it.  In this episode of

If you're wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, you're not alone. In this episode of

If you're shocked by the price of college, wait until you find out which schools might offer little-known discounts. In this episode of

You've probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of

What should investors be doing during an election year? In this episode of

If you've wondering whether there will be an interest rate cut this year, you're not alone. In this episode of

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

If you're invested in the stock market, how do you pick your stocks? In this episode of

Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of

Handcuffing employees to companies often occurs by granting employer stock. In this episode of

In this episode of

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

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

People are wondering if we should still be concerned about a recession. In this episode of

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 

In this episode of

What are wealth markers and why should we care? In this episode of 

Feeling like you relived the entirety of 2022 in September? In this episode of 

If cash is king, what do you do with it? In this episode of

If you're looking to create a tax-efficient income stream, we might have one answer. In this episode of

When the Trump tax cuts go away at the end of 2025, will everyone's taxes increase? In this episode of

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

Investors want to know what's up with the merger mania in the news lately. In this episode of

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 

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

We keep hearing that the wealthy don't pay their fair share, but what exactly does that mean?  In episode 63 of

Welcome to our first-ever video podcast! In episode 62 of

Is the move in yields for fixed income giving investors a bit of a scare? In episode 61 of

In the headlines edition of

Investors are wondering just how safe their money is. With the recent news unfolding, we've been fielding numerous calls since late last week about the failing banks including Silicon Valley Bank (SVB) and Signature Bank. In episode 59 of

As investors grow weary of getting spurred by the Fed, they're wondering if the pain will continue with the housing industry. In episode 58 of 

Check out the personal finance edition. In episode 56 of 

Is this the rally investors have been hoping for or should we continue to exercise caution? In episode 56 of

Investors are wondering what's on the horizon with Secure Act 2.0. In episode 55 of

In episode 54 of

In episode 53 of

Many investors are wondering if they can look for stability in the 60/40 portfolio again, or if they should continue to hit pause on the fixed-income market. In episode 52 of

Many investors are wondering if there is any correlation between recession indicators. In episode 51 of

Many investors are wondering if things could possibly be worse or if the election will improve the market. In episode 50 of

September was definitely an ugly month in the markets. In episode 49 of

In episode 48 of

In episode 47 of Your Money Momentum, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer their end of month market review. Listen in as Tom and Kevin discuss aggressive swings and earnings, central bank meetings, the state of international energy, and housing affordability. Episode 47: End of Month Market Review Find it Fast 00:16—Market review 03:23—Aggressive swings 04:30—Earnings 05:40—Fed still raising rates 06:44—Central bank meetings 10:08—International inflation and energy strategies 12:22—Housing market and affordability 15:26—Headlines: Bed Bath & Beyond 19:21—Headlines: Airline news 12:14—Headlines: Oil and gas 24:58—Bold sports predictions Listen in to Your Money Momentum published twice monthly. Your Money Momentum podcast is produced by: Director of Communications, Pamela Engstrom, M.A. Music: PWISBY "Ruff" Find us: LinkedIn | Facebook  | Twitter  | YouTube

In episode 46 of

Everyone wants to know if we're nearing the bottom and if a recession will be short-lived. In episode 45 of

In episode 44 of