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Your Money Momentum

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Your Money Momentum

Your Top 6 Market Questions Answered

If you’re invested in the market and want a more specific definition for some of the jargon and...

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Picking Good Stocks: What Do You Look For?

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

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Life Insurance Strategies

Need or greed, using life insurance strategies can help protect your family and potentially add...

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Avoiding Capital Gains

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy...

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Stock Market Bias

Do you go into the market making investments based on what your friends and family are doing, or...

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Backdoor Roth IRA Rollover Strategy

If you have the option through your employer-sponsored retirement plan to make non-deductible...

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Four Pillars of Recession

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

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End-of-Year Planning

At this point, you’re probably wondering if the Fed is shooting darts, or if they actually know...

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October Review

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy...

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Watching the Wealth Markers

What are wealth markers and why should we care? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢,...

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Open Enrollment Tips

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

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Cash is King

If cash is king, what do you do with it? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED...

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Building an Efficient Income Stream

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

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Tax Avoidance Strategies

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

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Midyear 2023 Update

We’ve hit the midyear mark and investors want to know what to expect during the next half of this...

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Merger Mania

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

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The Value of a College Degree

For those wondering if there is still value in holding a college degree, listen in as we review...

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College Update

Do you wear a monkey suit or not? College students in graduation mode are wondering how they will...

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Paying Your Fair Share

We keep hearing that the wealthy don’t pay their fair share, but what exactly does that mean?  In...

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Central Bank and Recession

Welcome to our first-ever video podcast! In episode 62 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, you’ll get to...

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