Podcasts about momentum advisors

The Momentum Advisors podcast is all about wealth building, investing and entrepreneurship. In this special preview episode, Allan Boomer and Andrea Gray share what's ahead for the show, including fresh topics, new perspectives, and what listeners can expect in upcoming episodes.

Allan Boomer, the CIO of Momentum Advisors, shares his journey from a working-class background to an internship at Merrill and later landing at Goldman. In this episode, he discusses leaving Goldman to gain the ability to act as a true fiduciary in independence, the role of diversity as his “superpower,” his vision for a “100-year business,” his focus on long-term growth, and more.

Hey everyone, it's Shaun here, and today we're bringing you a throwback episode of The Momentum Advisors Show. This one originally aired on August 20th, and it's all about a place with a rich history and a unique spirit—Martha's Vineyard. Now, Martha's Vineyard holds a special place in many hearts, especially in the Black community. It's a place known for its rich Black history, and it's often celebrated as 'for us, by us.' But there's so much more to Martha's Vineyard than meets the eye. In this episode, The Momentum Advisors take us on a journey through the island's history, its thriving entrepreneurship, and the wealth that's both generated and celebrated there. It's a deep dive into a place that holds a unique space in the tapestry of Black culture in America. So, whether you're familiar with Martha's Vineyard or just curious to learn more, this episode has something special in store for you. Tune in and let's explore the history and prosperity of Martha's Vineyard together. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jayson Samuelson, of the PartnersFinancial Charitable Foundation and Will Platt, Managing Partner, Momentum Advisors join the podcast to talk about their involvement with the PF Charitable Foundation, including: • The success of the fundraiser held during the March Idea Forum; • The ways in which to solicit a grant from the PFCF for other charities; • The positive impact those grants have had on the recipients.

Today, on The Breakdown, we're featuring another episode of The Momentum Advisors Show that was originally released on April 16th. This episode is all about building wealth at every stage of life. Whether you believe you're too young or too old, let me tell you, you're wrong. The Momentum Advisors dive into the key steps you can take at any age to create financial freedom and security. From your twenties to your sixties and beyond, they provide a comprehensive decade-by-decade guide on how to grow your wealth. It's never too early or too late to start building the life you desire. So, tune in and let's discover the strategies to make your financial dreams a reality at every stage of your journey. To listen to more episodes, go now to Apple Podcasts or Spotify and search for “The Momentum Advisors Show.” Subscribe there for FREE and listen to the whole podcast (Episode 90). Love and appreciate you all. Shaun Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on The Breakdown, we're featuring an episode of The Momentum Advisors Show that was originally released on November 27th, 2022. Get ready to dive into the power of resilience and grit! We all face obstacles on our wealth journey, and sometimes it's challenging to find that one thing we need to bounce back. Well, the answer is right here: resilience. In this episode, The Momentum Advisors discuss the incredible value of this intangible asset that is crucial for accomplishing your financial, professional, and personal goals. Discover how resilience can propel you forward and help you overcome any challenges that come your way. So, join us as we explore the key to resilience and unlock the strength you need to thrive on your journey to success. The episode title says it all: "Resilience and Grit are Key." To listen to more episodes, go now to Apple Podcasts or Spotify and search for “The Momentum Advisors Show.” Subscribe there for FREE and listen to the whole podcast (Episode 104). Love and appreciate you all. Shaun Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey everyone, today on The Breakdown, we have another episode of The Momentum Advisors that originally aired on August 14th, 2022. I know we've all dreamed of hitting it big and winning millions of dollars, but have you ever stopped to think about how much money is really enough to make your ideal life a reality? Well, that's exactly what this episode explores. Tiffany and Allan break down a recent survey that asked people from 33 countries just how much money they would need to live their best lives. The answers might surprise you! And even if you don't win the Mega Millions jackpot, they offer some valuable insights on how to make it happen. So, tune in and let's talk about how we can all live our best lives, whether we hit the lottery or not. To listen to today's FULL EPISODE go now to Apple Podcasts or Spotify and search for “The Momentum Advisors Show.” Subscribe there for FREE and listen to the whole podcast (Episode 90). Love and appreciate you all. Shaun Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode of The Breakdown, we're revisiting an important topic in light of recent financial news. As the FDIC prepares to take over First Republic Bank, we're airing an episode of The Momentum Advisors that originally aired on March 19th. In this episode, they discuss what happens when banks fail and provide insight into the recent failures of Silicon Valley Bank and Signature Bank. They also delve into the history of bank failures in the US and offer tips on how to protect yourself if this happens to your bank in the future. It's a timely and informative episode that you won't want to miss. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's throwback episode, we're re-visiting one of our favorite episodes from Tiffany Hawkins & Allan Boomer from The Momentum Advisors. Have you ever thought about where your investment dollars are really going? Chances are, they're not being invested in the communities that matter most to you. In fact, they could be supporting institutions that go against your values, such as immigration, prison complexes, racism, and excess gun usage. In this eye-opening episode, we're asking the tough question: "Is Your Money Racist?" and providing you with the tools to take control of your investments and ensure they align with your values. Don't miss out on this important conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's time to stop being afraid to ask for help when it comes to your money. On this episode of The Momentum Advisors, our financial experts (Tiffany Hawkins & Alan Boomer) discuss the common mistakes people make with their finances and why it's so difficult to ask for financial help. They provide actionable tips and strategies to help you overcome your fears and get the financial help you need. Don't wait until it's too late, tune in now and take the first step towards financial success! Learn more about your ad choices. Visit megaphone.fm/adchoices

Get ready to learn how to choose the best financial advisor for your needs with The Momentum Advisors. On this episode, Allan Boomer and Tiffany Hawkins provide valuable insight on the key questions you should ask your financial advisor. From sorting through their qualifications to learning their investment philosophy, these strategic questions will help you find the perfect match. Plus, they even provide answers to these questions to give you an idea of what to expect from a suitable financial advisor. Tune in to this episode for essential financial advice that you won't want to miss. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we welcome another episode of the The Momentum Advisors! Today's episode is all about the growing trend of people quitting their jobs to pursue new business ventures or career paths. But before you take that leap, there are important things to consider to ensure your success. Allan Boomer and Tiffany Hawkins will guide you through the key factors you need to keep in mind before making the move. Don't miss out on this valuable insight. And be sure to tune in tomorrow for the next episode, where we'll continue the discussion on making strategic career moves. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we're thrilled to feature another episode of The Momentum Advisors, a podcast from The North Star network that's dedicated to equipping listeners with the tools they need to take charge of their finances. And make sure to tune in tomorrow for the next installment of this series, where they'll continue to provide valuable insights on investing and financial literacy. Original Air date: March 7, 2021 We hear a lot of people talking about starting LLCs. Their goals when starting these legal structures is to create additional sources of income and to create a financial legacy for their families. In the end, many people are simply filing papers to start a business--without ACTUALLY starting the business. On this episode, we help you understand how to really start a business and guess what? It has nothing to do with paperwork. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we're excited to share another episode of The Momentum Advisors, an The North Star production that's all about empowering you to take control of your financial future. Be sure to find and subscribe to The Momentum Advisors on your favorite podcasting platform! Original Airdate: September 25, 2022 Most people have a basic understanding of how to invest their money: open an account, buy some stocks, bonds, or other investment vehicles. Well, there's a lot more you need to know before you take these two steps, that are crucial to your overall investment plan. And guess what? Most people don't know them and miss out on all the real benefits to investing. On this episode we tell you the most important thing you need to know when getting started with investing your money. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's special episode of The Breakdown I want to introduce to some of you, and reintroduce to others, my dear friends Allan Boomer and Tiffany Hawkins of Momentum Advisors who give some of the smartest financial advice around. At The North Star we are proud to produce The Momentum Advisors show and today we are playing a full episode for you to check out. They are amazing. My wife and I learn so much from them each and every week and know you will too. You can listen to their podcast on Apple Podcasts and Spotify and subscribe there for free by searching for "Momentum Advisors." Please also leave a great review for them, OK? Episode Title: The Mis-education (of All of us) "The Mis-education of the Negro, written in 1933, describes how the educational system in America was designed to teach Black people that we are inferior. Leveraging quotes from the book, we explore ALL of the ways we ALL have been Mis-educated in regards to careers, achievement, entrepreneurship and wealth-building." Learn more about your ad choices. Visit megaphone.fm/adchoices

It's out 100th episode and we've decided to celebrate with all of our listeners. We are taking the day off from teaching and advising to have some fun answering completely unexpected questions about ourselves. Tune in to learn more about your Momentum Advisors as we enjoy Episode 100.

Stepping into the impending recession is not the easiest thing to do. Sometimes it is laced with fear, anxiety, stress and lots of doubt. In this episode, Lolita talks directly to you. Using the word STEP, Lolita leaves you with four considerations to begin to STEP differently and more intently, as we look to thrive in a recession. Are you ready? Lean into each of these considerations, as Lolita engages with a live audience via Clubhouse, YouTube, Facebook (Coaching, Cocktails & Conversations), and Linked In. Be sure to leave Lolita a 5-star review and tell the world what you took away - https://podcasts.apple.com/us/podcast/coaching-cocktails-conversations/id1513247012 PLUS, others will experience all of the juiciness that you hear from Coaching, Cocktails & Conversations! Show Breakdown: Minute 2.24 - Shout out to Momentum Advisors - my saving grace Minute 5.00 - Celebrating our Listeners Minute 13.24 - A Soul Work Exercise for You Minute 22.00 - Live Engagement Minute 26.57 - An Invitation for You, From Lolita Minute 31.09 - Sharing on the Creative Process Minute 49.00 - Lolita Shares meaning of her First Book Minute 54.00 - Exciting news!!! Minute 55.19 - PhD Win: A True Story of Stepping up Minute 57.00 - Thank You Stay Connected with Lolita via: Group Coaching - https://www.lolitawalker.com/groupcoaching Private FB Group -https://www.facebook.com/groups/coachingcocktailsconversations YouTube - https://www.youtube.com/channel/UCcj7pMlERV0VW4m0JDp18bQ

On today's episode, The Momentum Advisors talk about the importance of reading and understanding the fine print within a credit card contract. 

On April 4th, we ran a classic episode from our friends Allan Boomer and Tiffany Hawkins of The Momentum Advisors titled "Is Your Money Racists?" I need a couple more days to recover from my recent neck surgery so the team at The North Star is going to run a great action oriented follow-up to that Episode. We hope you enjoy! The terms "ESG", "socially responsible" and "impact investing" are ongoing buzzwords in the financial services industry. But what does it all actually mean? Regardless of the confusing industry jargon, the essence of it all is aligning your portfolio with your values—without sacrificing returns. More than that, it presents greater opportunity for you to see stronger returns. On this episode, we teach you how to do it whether you're dealing with a financial advisor, HR department or you self-manage your investments.

How did college life at Morgan State University prepare Allan to be an entrepreneur? What are the benefits of investing in a 401K plan at work?How God-given talent and personal effort are the foundation to his success?Why is it important for people to always do their best and apply themselves?Allan Boomer is the Managing Partner and Chief Investment Officer of Momentum Advisors and has been in the financial industry for over 20 years, and has spent the bulk of his career advising institutional clients, and wealthy families. Prior to founding Momentum, Allan spent 7 years at Goldman Sachs, where he was a Vice President in the firm's Investment Management Division. While at Goldman, he managed a $450 million investment portfolio on a team that oversaw $7 billion in client assets. Allan began his career at Merrill Lynch in 1995.Allan holds an MBA in Finance, Accounting and Entrepeneurship from the NYU Stern School of Business, where he was both a Robert F. Toigo Fellow, and a Consortium for Graduate Study in Management Fellow. He also holds undergraduate degree in business from Morgan State University.Allan co-hosts a weekly radio show on wealth-building and entrepreneurship on SiriusXM, called The Momentum Advisors.Connect with Allan BoomerInstagram:          https://www.instagram.com/boomboom4realWebsite:             https://www.momentum-advisors.comSign up for the Real Estate Wholesaling Mastermind Course with Chris Jefferson: https://www.startflippingdeals.com/webreg?via=kerwyn Join the Abundance Community with Ash Cash: https://www.abundancecommunitynetwork.com/share/du3ialP1qUVHr_qBPurchase Malik's First Job: Financial Principles for Teens: www.maliksfirstjob.com Start your own podcast with Buzzsprout https://www.buzzsprout.com/?referrer_id=1847701Follow Malik's First Job on Social Media Facebook:          https://www.facebook.com/maliksfirstjobInstagram:          https://www.instagram.com/maliksfirstjobTwitter:               https://www.twitter.com/maliksfirstjob

I have to be out this week, so the staff is going to replay some of their favorite episodes from throughout the podcast network we have developed here at The North Star. Here's an episode from The Momentum Advisors from the end of summer that breaks down the wealth gap of the middle class. A very important topic of our times.  [From The Momentum Advisors] Keeping liquid savings on hand in case of an emergency is one area where Americans of all income brackets are falling short--especially the "middle class." But what is this middle class? Is it defined by a salary range, household income or aspirational possessions? And is being in the "middle class" all it's chalked up to be? On this episode we answer all these questions while addressing the wealth gap of the middle class and how to thrive in it.

I have to be out this week, so the staff is going to replay some of their favorite episodes from throughout the podcast network we have developed here at The North Star. Today, is a recent episode from The Momentum Advisors that we feel is right on time. Enjoy.  [From The Momentum Advisors] The end of the year always seems to sneak up on us. After Thanksgiving, the buzz of the holiday season keeps us busy through the New Year and all of our financial, health and tax planning become distant thoughts until 2022. Not this year! On this episode, we make your year-end adult-ing planning a priority; because when the year ends there's no going back.

CREATING WEALTH VIA INVESTMENTS   When is the best time to invest? Must you have a certain amount of money before getting started? And, what about environmental conditions that might propel the stock market into a tailspin causing extreme fluctuations like the motion of a see-saw?  How can I win at this? What if I lose?  These are all valid questions. Guest expert, Allan Boomer of Momentum Advisors, is here to provide context & insights as you consider the investment process. Learn more about your ad choices. Visit megaphone.fm/adchoices

While I'm on the road this week, the staff at The North Star will be playing some of our favorite episodes from some of our other podcast series. Today, here's one of our favorites from Sick Empire.  On this episode of Sick Empire we explore the health of Black wealth. Host Branden Janese interviews two brilliant financial pundits, Tiffany Hawkins and Allan Boomer of The Momentum Advisors. You'll hear candid conversations surrounding Black finances. We dive into topics surrounding the health of the Black dollar. You'll hear how Black folks have overcome the history of trauma surrounding finances and what the future looks like for Black economics.

While I'm away on vacation, the staff at The North Star will be playing some of our favorite episodes from some of our other podcast series. Today, here's an episode of Momentum Advisors from February where they broke down cooperative economics. It's a great one! Be sure to subscribe to them on your favorite podcasting platform! The fourth principle of Kwanzaa is "Ujamaa": Cooperative Economics. This is often defined as coming together to build and maintain our own businesses and real estate to profit from them, together. Black people have been building and benefitting from cooperative economics for decades, particularly in parts of the economy where we've been cut out by major institutions. In this episode, we explore the various ways you can capitalize on cooperative economics today. 

While I'm away on vacation, the staff at The North Star will be playing some of our favorite episodes from some of our other podcast series. Today, here's the latest episode of Momentum Advisors. Be sure to subscribe to them on your favorite podcasting platform! Rai and Blanca sit with activist, leader, wife, mom, and all-around badass, Carmen Perez about her identity as a Chicana woman. She also discusses Black and Brown co-conspiratorship and how this differs from allyship. Carmen also reveals never-before discussed details about her time as a primary organizer for The Women's March and how white, liberal women failed the women of color on that organizing team.

While I'm away on vacation, the staff at The North Star will be playing some of our favorite episodes from some of our other podcast series. Today, here's the latest episode of Momentum Advisors. Be sure to subscribe to them on your favorite podcasting platform! COVID has created “a tale of 2 cities” where many people are struggling and a similar number of people are wealthier than ever. Between strong stock market performance and an even stronger housing market, we are seeing more people become millionaires than ever before. This episode discusses how these new millionaires are made, strategies to help them deal with their newfound wealth and tips on how you can be next in line.

While I'm away on vacation, the staff at The North Star will be playing some of our favorite episodes from some of our other podcast series. Today, here's a very special episode of The Momentum Advisors. Be sure to subscribe to them on your favorite podcasting platform! In this episode, Allan and Tiffany speak on the 100th anniversary of the Tulsa Massacre that destroyed “Black Wall Street” in 1921. It was a horrible tragedy that is a major cause for today's wealth gap in the Black community. On this episode, we are highlighting how to approach building generational wealth in spite of all the systemic setbacks and obstacles, like the Tulsa Massacre. We are breaking down strategies for building wealth in your family no matter how much you're starting with.

Financial and investment advisor, Tiffany Hawkins of The Momentum Advisors, joins Rai and Blanca for a conversation about women of color and our money. Why is there a wealth gap between white women and women of color, and what can we do about it today? Listen to find out how women of color can grow our wealth! 

Queen & J. are two womanist race nerds talking liberation, politics, and pop-culture over tea. Drink up! On this episode… It’s a panniversary! One year after the first shutdown in the US we’re still living in a global pandemic and it may be affecting you more than you know. Then, the anti-Black obsession with how low-income folks spend their stimmy. Supporting the Asian community in a time of crisis and when social media solidarity goes wrong This week’s hot list: Smoothies, routines, therapy, and a luxury purchase! The pandemic’s anniversary effect, the grief effect, who we are now and how we can reset. Stimmy shaming, The North Star, The Momentum Advisors podcast, and why they need to mind the business that pays them. Doing things for the likes - is it clout or solidarity? Mutual funding, learning tools for AAPI solidarity, #stopasianhate, and more. EPISODE TIMESTAMPS Libations: 2:48 Donation Libations: 8:53 Affirmations: 14:46 Panniversery: 16:10 Resources to support the AAPI community: 39:31 Pay Black women: 46:05 Mind your stimulus business: 49:08 Performative Solidarity: 1:11:21 Tweet us while you listen! #teawithqj @teawithqj and add #podin on Twitter to help others discover Tea with Queen and J. podcast! WEBSITE www.TeaWithQueenAndJ.com SOCIAL MEDIA Twitter: twitter.com/teawithqj Instagram: Instagram.com/teawithqj Facebook: www.facebook.com/TeawithQueenandJ Tumblr: teawithqueenandj.tumblr.com EMAIL & SPONSOR INQUIRIES teawithqueenandj@gmail.com DONATE www.paypal.me/teawithqj OR www.patreon.com/teawithqj Queen’s Amazon wishlist: https://www.amazon.com/hz/wishlist/ls/CXV9ZDWZ3PP9?ref_=wl_share J.’s Amazon wishlist: https://www.amazon.com/hz/wishlist/ls/1NP09USMPJ0TB?ref=cm_sw_em_r_wl_ip_VEVWdvdDDemm Send us snail mail: Tea with Queen and J. P.O. Box 1617 229 East 85th Street New York, NY 10028 NEWS THAT’S NOT NEWS: Support the AAPI Community fund https://www.gofundme.com/c/act/stop-aapi-hate Anti-Asain Violence Resources https://anti-asianviolenceresources.carrd.co/ PAY BLACK WOMEN Help Lisa’s family cover her funeral expenses: https://www.gofundme.com/f/xxcn6-funeral-arrangements?utm_campaign=p_cp+share-sheet&utm_medium=copy_link_all&utm_source=customer NOTES AND EXTRA TEA Annie (@annie_wu_22) and Solanje's IG live discussion re #stopasianhate graphic: https://www.instagram.com/tv/CMnyVvFlU-8/?utm_source=ig_web_copy_link This week’s closing clip features the viral stimulus check TikTok video, singer unknown: https://twitter.com/thatstylersart/status/1368264046928084999?s=20 This episode was created, hosted, and produced by Naima Lewis Muhammad & Janicia Francis with editorial support from Candice Jones Libations to our friend’s Domingo, Tokunbo, and D. Sindayiganza who help keep this show running by paying and supporting Black women. Opening song by Ohene Cornelius Segment Music by Chad Milner

In this episode, Andy interviews Earl Carr. Earl is a faithful husband and intentional father and he works as a financial advisor during his free time. He currently is the Vice President of International Research at Momentum Advisors and Adjunct Instructor at NYU's Center for Global Affairs. He is serious about his faith and sharing his faith to his kids. In this interview, he shares his personal struggles and battles against greed. He writes with conviction and I encourage you to read his work in Forbes Magazine and other places, like the article he wrote on faith during 2020. Read his article below. “And then they came after me: Contextualizing Faith, The China Virus & black lives matter” The Winter Faith Podcast is focused on creating conversations to promote emotional and spiritual growth through tough conversations about faith, apathy, and everything in between. Podcast music by Josh Cleveland. Purchase his album Root of a Man on Apple Music and Amazon Music. Follow @winterfaithpodcast on Instagram, Twitter, and join the Winter Faith Podcast on Facebook. Follow Andy @winterfaithandy Instagram and Twitter. Subscribe to the Winter Faith Podcast on Apple, Anchor, or Spotify. Support the show for as little as $1 a month on Patreon. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/winterfaithpod/message

Opportunity doesn't knock, it just lays there. In the past year, Black Americans have been receiving attention from corporations, politicians and funding institutions in a way that's never been seen before--and may never be seen again. In this episode, we discuss how to improve your financial situation in the current "Black Lives Matter" climate before the opportunities are taken off the table. ---- While the team at The North Star takes a holiday break, we are using this week to run the top episodes from our other podcasts. We hope you enjoy and give our other shows a listen!

On this episode of Sick Empire we explore the health of Black wealth. Host Branden Janese interviews two brilliant financial pundits, Tiffany Hawkins and Allan Boomer of The Momentum Advisors. You'll hear candid conversations surrounding Black finances. We dive into topics surrounding the health of the Black dollar. You’ll hear how Black folks have overcome the history of trauma surrounding finances and what the future looks like for Black economics.

Join us this week to learn how the movie Trading Places inspired Allan Boomer to build Momentum Advisors.

The Momentum Advisors show, hosted by financial experts Tiffany Hawkins and Allan Boomer, is a new podcast of The North Star that addresses the pillars of financial and economic justice as a tool of Black liberation. Tune in every Sunday on your preferred podcasting platform.

Scott Wapner and the investment committee debate if anything can stop big tech and Apple as it heads toward a $2 trillion market-cap. Josh Brown also unveils his new buy. Plus, 4 hot stock picks from Tiffany McGhee of Momentum Advisors

Given what's happening around the country and globe, we're dropping a special episode of our Advisor Lab podcast today, separate from our regular schedule. We wanted to have a timely, actionable conversation – one centered around diversity and taking action within financial services. Our goal of this conversation was to push the discussion beyond the surface level and dive into specifics on what we can be doing to progress our industry forward. We're joined by Allan Boomer and Tiffany Mcghee, Partners at Momentum Advisors, one of the fastest growing RIAs and also a practice built by diverse leaders and one that encapsulates what diversity-led means in every aspect. We cover it all, what you can do today and tomorrow to not only progress the conversation but build a better performing team in the future.

Good People, Today I had the opportunity to talk with the one and only Tiffany Hawkins, COO of Momentum Advisors.I brought Tiffany on the show because of her incredible story of a woman navigating the business world, becoming exceptionally successful, and then she lost it all, and eventually found success again. Throughout the podcast, Tiffany takes us through her entire journey so far. She tells the story about how, from a very early age, Tiffany always knew what she wanted her life to look like. Whenever her gut told her she took a wrong turn, she made drastic course corrections until she finally achieved the life she was looking for. But, once she achieved all of her goals and dreams, she knew that she needed to find true meaning for her life and work. Tiffany’s story is one of authenticity, continuous growth, and it all revolves around the idea of being who you are versus who society tells you to be. Close your eyes and open your ears and take a listen. I’ll see you soon. Some Questions I Ask: Were there times when you didn’t trust your gut when making a decision? (10:38)What was your first company? What did you do? (18:40)If you had a daughter, what type of live advice would you give her? (31:20)Tell us about financial freedom. (50:48)Why did you decide to move to New Jersey? (1:03:59) In This Episode, You Will Learn: Tiffany’s personal and professional truth. (5:21)How Tiffany realized that who she is, is on purpose. (9:23)What honestly happens when you achieve all your goals. (10:55)How Tiffany went from living on top of the world to becoming homeless. (14:40)Why Tiffany never accepts “no” as an answer. (42:34)Connect with Tiffany Hawkins: LinkedInInstagramMomentum Advisors See acast.com/privacy for privacy and opt-out information.

In this episode of Advisor Lab, we sit down with Tiffany Mcghee, Partner and Head of Institutional Investment Services and Alternative Investments and Manager Research at Momentum Advisors. We hear her story of starting Montentum and the learnings she and her team had as they built a $500M+ Financial Planning and Investment Advisory firm.

Good People, Today I had the pleasure of reconnecting with an old college friend of mine: Allan Boomer. He is a successful franchise investor and financial planner. After college, he went off to earn his MBA at NYU Stern and then worked for Goldman Sachs for 7 years before deciding it was time to start his own firm. Now, he is the Managing Partner of Momentum Advisors and the Co-Host of The Momentum Advisors show on SiriusXM. I’ve always admired Allan and his persistent entrepreneurial spirit. Throughout our conversation, Allan shares stories about the foundation of his success today, and how his life was transformed with a single sentence. It all boils down to just doing your best in all things, no matter what it looks like, and no matter what expectations are set out for you at the get-go. Allan also shares some financial insights and strategies for managing money. Specifically, we talk about how to teach children about money, and how to find a trustworthy financial advisor that fits your needs as your wealth grows. Allan’s story is inspirational and provides practical financial advice. We cover a lot in this conversation. So sit back, relax, and take a listen. I’ll see you soon. Some Questions I Ask: Can you tell the story about the day you decided to leave the corporate world? (14:27)What steps should people take when searching for a financial advisor? (20:56)How would you recommend parents talk to kids about money? (26:54)What do you love about money management? (43:14)In This Episode, You Will Learn: Why it’s important to always do your best and never just skate by. (6:16)Why you should follow your dream. (11:11)What 3 elements to look for when hiring a financial advisor. (21:05)The benefits of putting your kids in a position to develop a love for entrepreneurship. (28:35)How Allan combats what’s broken within the financial services industry. (44:28)Connect with Allan Boomer: Momentum AdvisorsTwitter See acast.com/privacy for privacy and opt-out information.

If you didn't already know Girls Run The World you should take a listen to this episode of Hedgeye "In The Arena" with Momentum Advisors Partner and former portfolio manager Tiffany McGhee who joins host Daryl Jones for our 12th installment. This is a motivating and insightful segment, Tiffany and Daryl discuss many topics including:Building a successful book of clients at Merrill Lynch after struggling to get started (Tiffany has now managed $6 billion dollars in assets in her career)Being an integral part of starting Momentum Advisors in 2012 ("being an entrepreneur is like jumping without a net")The current financial landscape - Financial Advisors vs RIAs The importance of having a specialty and being excellent

Allan Boomer and Tiffany Hawkins, Momentum Advisors, talk about growing up as a preacher's kid (Allan) and a Jehovah Witness (Tiffany) and how they have evolved (or in Allan's case, not so much).

Southern University alum and Vice President at Momentum Advisors, Chad Roberson discusses overcoming biases, championing diversity on Wall Street, and making the transition to a minority-owned financial planning and investment advisory firm.

On this show, we talked about Wall Street’s unnecessary complexity and why it’s important to simplify and have fun with investing with Tiffany Mcghee, Partner at Momentum Advisors and Creator of StocSavvy.  Listen to learn the value of setting up a mock portfolio to learn about trading stocks! For the Difference Making Tip, scan ahead to 20:14. You can learn more about Tiffany at StocSavvy.com, Facebook, Twitter , Instagram and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

On Episode 31 of “That’s What I’m Saying!” the Podcast, Shaun and Ny talk about the latest drama going on with Kimora Lee Simmons latest husband and the idea of celebrating Christmas early this year. (11:16) On the Woke Minute the ladies discuss the lynching of Danye Jones and other suspicious deaths of black activists and others across the country. And, in light of the mid-term elections, the ladies give their opinions on various issues effecting the votes. (24:41) On the Weekend D**k Report, the ladies offer advice to a listener about the etiquette of dating apps. (30:37) During the “I Reminisce, I Reminisce” Minute, the ladies show love for Ambitionz Az A Ridah” the 1996 single from the late Tupac Shakur. (33:50) The episode ends with the ladies showing their support for the black owned business, Momentum Advisors.