The Momentum Advisors Show

259: Getting Your Money’s Worth (Out of Your Financial Advisor)

22 Mar 2026

Contributed by Lukas

With so many tools for obtaining financial advice at our disposal, many people wonder if financial advisors are truly worth their fee. While it’s t...

258: War, What Is It Good For?

08 Mar 2026

Contributed by Lukas

In a few short weeks, we have deposed the leaders of two countries — this time violently murdering the leader of Iran. We are dropping bombs, killin...

257: Dirty Money – The Cost of Resistance

01 Mar 2026

Contributed by Lukas

From mass deportations to the dismantling of Diversity, Equity, and Inclusion, many Americans are fed up with the actions of the president. And yet as...

256: Financial Market Review: Moving Fast and Breaking Things

22 Feb 2026

Contributed by Lukas

The stock market produced another year of strong results in 2025, despite a whirlwind of policy changes that made our heads spin. But what is the outl...

255: Black leadership: 10 for 10

15 Feb 2026

Contributed by Lukas

Black players make up 70% of the NFL, but Black coaches went 0-10 in securing head coaching jobs this off-season.  Despite missing out on those 10 j...

254: Stop “Supporting” Black Businesses, Buy Their Stuff; Black Unicorns

08 Feb 2026

Contributed by Lukas

Less than 1% of venture-capital-backed startups will achieve a valuation in excess of $1 billion. Despite Black-led technology startups receiving less...

253: Return of the S.A.L.T. – Big Tax Refunds, Big Distractions

01 Feb 2026

Contributed by Lukas

It’s tax time and Americans are slated to receive a 25% increase in their tax refunds this year. But at what cost? Our government has also cut a num...

252: Creating Young Moguls; M.O.T.s for Tots

26 Jan 2026

Contributed by Lukas

Studies show that the earlier you introduce a young adult to investing, the wealthier they become. This week, we break down the basic building blocks ...

251: Colonization Playbook 2026: Making Sense of Venezuela, Greenland and the Sanctuary Cities

18 Jan 2026

Contributed by Lukas

The year 2026 is kicking with both feet. In just a few short weeks, the US has captured the President of Venezuela, has threatened to defund sanctuary...

250: Domino Effect; The Doorknob is on the Inside

04 Jan 2026

Contributed by Lukas

In physics, a single domino can knock over another domino that is 50% larger. If lined up properly, your single initial action could eventually knock ...

249: Black Card Revoked

28 Dec 2025

Contributed by Lukas

As we wrap up another year, we start the show highlighting some of our major moments from 2025. But more importantly, we play a game to figure out who...

248: The 50 Year Mortgage and other Mortgage Strategies

21 Dec 2025

Contributed by Lukas

Mortgage rates are finally becoming affordable again and there a range of options for existing homeowners and potential buyers. This week, we are join...

247: Atomic Habits™ for Building Wealth

15 Dec 2025

Contributed by Lukas

We recently met with a client family who was surprised to learn that they had become millionaires. Their ascension was not based on some singular grea...

246: Bad Advice Travels Fast (Especially on TikTok)

07 Dec 2025

Contributed by Lukas

Nearly 80% of Gen Z trusts the financial advice they receive on social media platforms like TikTok. While there are some good accounts to follow, some...

245: Blueprint for the Black Community: A Conversation with the CEO of Nexus Community Partners - Repa Mekha (Part 2)

01 Dec 2025

Contributed by Lukas

In a follow-up to last week's conversation with Repa Mekha, we are discussing the strategies Nexus Community Partners is using to uplift the Black com...

244: Blueprint for the Black Community: A Conversation with the CEO of Nexus Community Partners - Repa Mekha (Part 1)

23 Nov 2025

Contributed by Lukas

We come to you today from “The Collective Sum,” a gathering of Black community leaders in Minneapolis. Join us in a conversation about community b...

243: The Mamdani Effect

16 Nov 2025

Contributed by Lukas

The election of Zohran Mamdani as New York CIty’s mayor was controversial for some because he is a self-proclaimed “Democratic Socialist.” His p...

242: Credit Cards: Trap or Treasure/Pimp or Be Pimped

10 Nov 2025

Contributed by Lukas

Credit cards are a game of Pimp or Be Pimped, and the credit card companies are winning. Americans are sitting on a record $1.2 trillion of credit car...

241: Peanut Butter, Jelly and the “Low Hire / Low Fire” Economy

02 Nov 2025

Contributed by Lukas

This year's financial markets have been a roller coaster, delivering strong—yet volatile—returns. Federal Reserve Chairman Jerome Powell describes...

240: Stop Spending Money Like a Drug Dealer

26 Oct 2025

Contributed by Lukas

Are you a high-income earner who still struggles with money? You might be spending like a drug dealer—making it fast, and burning through it even fa...

239: Options Trading 101 (For Dummies)

20 Oct 2025

Contributed by Lukas

Stock options aren't just for Wall Street pros anymore. Last week's record trading volume proves everyday investors are diving in - but do they really...

238: Another Government Shutdown / The Growth Scare

12 Oct 2025

Contributed by Lukas

The government has shutdown every 2-3 years on average over the past 50 years. However, many people are worried that it feels different this time. Whi...

237: Big Changes to the Same Old 401(k)

05 Oct 2025

Contributed by Lukas

The retirement account that has been around for nearly 50 years hasn’t changed much… until now. Starting next year, everything is different. We’...

236: Negotiating (While Black), Featuring Damali Peterman. Be Who You Are to Get What You Want.

28 Sep 2025

Contributed by Lukas

Did you know your ability to negotiate directly impacts your ability to create wealth? This week, we are helping you to stop leaving money on the tabl...

235: Investing in the AI Revolution

21 Sep 2025

Contributed by Lukas

Artificial intelligence is increasingly becoming a crucial part of our daily lives. With economists estimating that this technology could add $15.7 tr...

234: A Tough Week for America

14 Sep 2025

Contributed by Lukas

Normally we start our shows with small talk and social commentary, and then we move into our financial topic for the day. This week was so heavy, thou...

233: I’m Leaving— A Step by Step Guide for Moving Abroad; The View from London

07 Sep 2025

Contributed by Lukas

Looking for a way out of the current political climate? You're not alone. Over 5.5 million Americans have already moved abroad. In this episode, we'll...

232: Black Philanthropy Month Part 2: Minnesota Black Collective Foundation

25 Aug 2025

Contributed by Lukas

This week, we're talking with Lulete Mola, executive director of the Minnesota Black Collective Foundation. As one of the few social justice organizat...

231: Black Philanthropy Month Part 1: When Black Led Charities are No Longer the Flavor of the Month

17 Aug 2025

Contributed by Lukas

August marks Black Philanthropy Month, a vital initiative launched in 2011 to champion funding equity and uplift philanthropic efforts within communit...

230: 401(k) Decay

10 Aug 2025

Contributed by Lukas

Our employer retirement plans, collectively holding over $12 trillion, are often our largest assets. For years, the conventional wisdom has been to ro...

229: Medicaid Divorce and other Strategies for Covering Healthcare Costs Later in Life

03 Aug 2025

Contributed by Lukas

Medicaid, the government health insurance program for individuals with limited income and assets, often becomes a crucial consideration for families a...

228: Three Trillion in the Hole

27 Jul 2025

Contributed by Lukas

The tax changes we previewed a few weeks ago are now law. Trump’s OBBBA (we are affectionately calling it the “One Blankity Blank Bill Act”) is ...

227: Baby Bears Leaving the Den; Advice for Mama/Papa Bear

20 Jul 2025

Contributed by Lukas

A record three million young adults are heading off to college this fall, and for many parents, this milestone brings a powerful mix of emotions: imme...

226: Tapping That (Home Equity)

13 Jul 2025

Contributed by Lukas

Homeowners have access to a record-breaking $35 trillion in home equity. With interest rates uncomfortably high, tapping into that wealth has become c...

225: The Quest for a Perfect Credit Score; The Credit Quiz

06 Jul 2025

Contributed by Lukas

A perfect 850 FICO score is a rare feat, held by just 1.54% of credit-holding Americans. This aspirational target is becoming even harder to attain as...

224: Advice for Newlyweds; Should We Jump the Broom or Slide the Paperwork (for a Domestic Partnership)

29 Jun 2025

Contributed by Lukas

Wedding season is in full swing! With over 2 million marriages annually, summer and fall are peak times for couples to say 'I do.' Beyond traditional ...

223: The True Cost of Mass Deportations

22 Jun 2025

Contributed by Lukas

Despite unauthorized immigrants comprising less than 5% of the American workforce, the government is pursuing mass deportations. The stated goal is to...

222: Marry the Home, Date the Rate: A Real Conversation About Real Estate (with Kim Primus)

15 Jun 2025

Contributed by Lukas

Whether it's scaling down, moving up, or diving into the home-buying market for the very first time, people are navigating a wide range of housing jou...

221: America’s Big (not so beautiful) Budget Bill / Recovering from “Maycember”

08 Jun 2025

Contributed by Lukas

Congress is weighing major tax cuts and small yet concerning budget reductions. In this episode, we break down how these shifts might impact you perso...

220: Parenting Advice This Summer

01 Jun 2025

Contributed by Lukas

Every parent wants their child to grow into a responsible, happy and hardworking adult—but how do you make that happen? With summer around the corne...

219: Prom day, graduation day and liberation day - Our quarterly review of current events and the market

25 May 2025

Contributed by Lukas

We’re witnessing a time of swift change, with government policies evolving rapidly and economic uncertainty increasing. As consumer confidence decli...

218: It’s Killing Us—Calculating the Cost of DOGE in Our Communities

18 May 2025

Contributed by Lukas

Government waste, fraud, and abuse make headlines, and tightening the belt sounds like common sense. But what's the real cost in Black and Brown commu...

217: ETA: Entrepreneurship through Acquisition

12 May 2025

Contributed by Lukas

The next generation of entrepreneurs isn’t starting from scratch—they’re taking over thriving businesses. As baby boomers retire, a massive oppo...

216: Budget Vampires (In Honor of ‘Sinners’)

04 May 2025

Contributed by Lukas

Sink your teeth into a conversation where we expose the companies and personal habits that quietly drain your budget. Without spoiling the movie Sinne...

215: Know When to Hold ‘Em

27 Apr 2025

Contributed by Lukas

Seeing red in your stock portfolio? You are not alone. The crucial question is: when do you hold, and when do you fold? In today’s episode, we tackl...

214: America’s “Slip is Showing”

13 Apr 2025

Contributed by Lukas

While many people and the stock market celebrated Trump’s 90 day pause on tariffs, we saw a different story unfolding in the bond market and with th...

213: Money Conversations with Jack and Jill

06 Apr 2025

Contributed by Lukas

We hosted a special live event at the Jack and Jill of America Eastern Region Children’s and Middle School Cluster at American Dream Mall in NJ.  T...

Preview Episode

30 Mar 2025

Contributed by Lukas

The Momentum Advisors podcast is all about wealth building, investing and entrepreneurship. In this special preview episode, Allan Boomer and Andrea G...

212: Generational Wealth Part 2 — The Software

30 Mar 2025

Contributed by Lukas

n the second installment of our series, we explore the leadership aspects of establishing generational wealth. This includes strategies for guiding th...

211: Is it time to panic?

23 Mar 2025

Contributed by Lukas

This week, we’re tackling the growing list of topics keeping investors up at night — from the 10% drop in the stock market to the constant stream ...

210: Generational Wealth Part 1 – The Hardware

16 Mar 2025

Contributed by Lukas

Have you ever wondered how families like the Hermès, Kennedy, and Walton dynasties build wealth that spans generations? We find that generational wea...

209: What Women Want

09 Mar 2025

Contributed by Lukas

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 All...

208: It could all be so simple (the plight and joy of Black financial advisors)

02 Mar 2025

Contributed by Lukas

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 j...

207: Your Age and Your Money

23 Feb 2025

Contributed by Lukas

Generational divides aren't just about music and fashion – they extend to money. This episode dives into the distinct financial perspectives of Baby...

206: Buckle up: Financial Market Update

16 Feb 2025

Contributed by Lukas

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 offe...

205: If only we knew / Boycotting the government

09 Feb 2025

Contributed by Lukas

With boycotts sweeping the nation in response to recent government and corporate actions, how can everyday citizens make their voices heard? In this e...

204: America is on Fire

02 Feb 2025

Contributed by Lukas

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 ...

203: Fading Heroes 2: Diapers to Diapers

19 Jan 2025

Contributed by Lukas

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 in...

202: When Our Heroes Start to Fade

12 Jan 2025

Contributed by Lukas

As adult children increasingly reach out with concerns about their parents' and grandparents' finances, a troubling trend emerges: despite having suff...

201: New Year - OLD You + Budget Baby Steps (bbS)

05 Jan 2025

Contributed by Lukas

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 ...

200: Recap 2024

29 Dec 2024

Contributed by Lukas

Allan and Andrea recap 2024’s top episodes, covering investing, generational wealth, and financial freedom. Tune in for key lessons and prepare for ...

199: Shopping Addiction: “It Just Keeps Calling Me”

22 Dec 2024

Contributed by Lukas

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 end...

198: The American Dream?

15 Dec 2024

Contributed by Lukas

Many young people today struggle financially, often feeling like they must abandon traditional goals such as homeownership and retirement. This week, ...

197: Inflation Situation

08 Dec 2024

Contributed by Lukas

Inflation numbers are currently under control. However, the long-term cumulative effects of inflation will be felt for years to come. Plus, the upcomi...

196: Stocks for Christmas; The Gift That Keeps on Giving

01 Dec 2024

Contributed by Lukas

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 gi...

195: Cryptomania

24 Nov 2024

Contributed by Lukas

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 enthusia...

194: Protecting Your Legacy… Introducing Asset Protection Trusts

17 Nov 2024

Contributed by Lukas

You are working hard to build your net worth, but how do you ensure everything you’ve built gets passed on to your heirs? This week we are breaking ...

193: The election is over. Now what?

10 Nov 2024

Contributed by Lukas

We are all either disappointed or elated after the election. The incoming President has made a bunch of bold predictions and his voters expect a much ...

192: Think Long Think Right

03 Nov 2024

Contributed by Lukas

Every day we are bombarded with important decisions to make. Some are of little consequence, like where to eat lunch. But other decisions really matte...

191: Are We Better Off?

27 Oct 2024

Contributed by Lukas

Three years of high inflation has many households stretched, especially lower-income families.  A popular question being asked of voters right now as...

190: The Search for (Income) Yield

20 Oct 2024

Contributed by Lukas

The last 2 years have been great for folks with “extra money” because there have been a lot of opportunities to earn high yields on cash. However,...

189: Financial Regrets; You can’t kiss all the girls

13 Oct 2024

Contributed by Lukas

Seventy four percent of Americans have a financial regret. The biggest source of regret is inaction. When we don’t do something, we romanticize how ...

188: Climate change and your pocketbook

06 Oct 2024

Contributed by Lukas

It is becoming more and more apparent that global warming is causing a rise in weather-related disasters. Less than a week after Climate Week, the ann...

187: Financial Advice for “N.I.L. Millionaires” (Featuring Will Platt)

29 Sep 2024

Contributed by Lukas

We are in the 3rd year of college (and high school) athletes being able to cash in on their Name, Image and Likeness (NIL) for endorsement deals. Tota...

186: Bad Business

22 Sep 2024

Contributed by Lukas

Sometimes the best laid plans in business simply don’t work out. Today, we tell the story of a family whose entrepreneurial journey isn’t going th...

185: Kamalanomics

15 Sep 2024

Contributed by Lukas

....

184: What's in the Bag?

08 Sep 2024

Contributed by Lukas

The truth about target date funds and other funds in your portfolio. When most people hear the word “fund,” they have no idea what it means. Is it...

183: Financial Self-Esteem and the Psychology of (Over)spending

01 Sep 2024

Contributed by Lukas

We define financial self-esteem as the intersection between financial literacy and self-image. This concept impacts how you spend money and work towar...

182: Financial Lessons from the Paris Olympics

18 Aug 2024

Contributed by Lukas

We all loved watching the games. But what can we learn from the biggest competitive sporting event in the world? On today’s show, we will discuss th...

181: All Eyes on Jerome

11 Aug 2024

Contributed by Lukas

Federal Reserve Chairman Jerome Powell is in the hot seat. The labor market is slowing down, the stock market is stumbling and interest rates are unco...

180: What Are My Options When Leaving A Job / The Fiduciary Movement

04 Aug 2024

Contributed by Lukas

With Americans changing jobs frequently, a staggering $1 trillion in 401(k) funds is rolled over each year. This week, we'll delve into strategies for...

179: Prediction Markets, The Presidency and The Privilege Wheel

28 Jul 2024

Contributed by Lukas

We all know what the polls and the pundits are saying about the election. But what does Wall Street think? This week, we break down a growing but obsc...

178: Lessons from Microsoft’s Single Point of Failure

21 Jul 2024

Contributed by Lukas

This week, Microsoft and CrowdStrike caused the world to temporarily grind to a halt. Flights were grounded, hospitals struggled, and emergency servi...

177: What’s on your bucket list?

14 Jul 2024

Contributed by Lukas

Most people have a “bucket list” - a list of things they want to do before they die. When’s the last time you thought about yours? Are there any...

176: Black Jobs and Other Distractions from the 5-Alarm Fire in the Supreme Court

07 Jul 2024

Contributed by Lukas

Check your social media and you will find endless stories about everything BUT the Supreme Court’s decision to grant full immunity for criminal acts...

175: Keep That Same Energy / The Summer Contract

30 Jun 2024

Contributed by Lukas

With electric vehicles gaining popularity, have you ever run the math to see if they are really worth it? Have you considered adding solar panels or b...

174: The old Jokers running for president and their impact on your pockets + The fun sponge.

23 Jun 2024

Contributed by Lukas

It’s election season. We have two elderly men running neck and neck in the presidential race and one candidate is gaining ground with Black men. Tod...

173: The War Against DEI; Put Your Money Where Your Mouth Is

17 Jun 2024

Contributed by Lukas

Diversity, Equity and Inclusion is under attack in America. This month, the Supreme Court stopped the Fearless Fund from making grants to black-women ...

172: Cost of Getting Sick, Getting Old and giving your dog Indian food

09 Jun 2024

Contributed by Lukas

Last week’s episode discussed the costs associated with a major illness like cancer and how your medical insurance works. This week, we are talking ...

171: COGS - Cost of Getting Sick

02 Jun 2024

Contributed by Lukas

We recently heard several stories of people whose financial situations got turned upside down due to illness. Often you hear of these situations where...

170: Stop Trippin’

26 May 2024

Contributed by Lukas

Three quarters of Americans are stressed about their personal finances. Many of us should be. But there are also many people with significant financia...

169: Financial Literacy to Financial Fluency

19 May 2024

Contributed by Lukas

Studies show that people with low levels of financial literacy are 5x more likely to have insufficient emergency savings, 6x more likely to live check...

168: All The Treadmills

12 May 2024

Contributed by Lukas

Last week we discussed “the tuition treadmill” which is the idea of running on an endless treadmill of paying tuition for multiple kids. We are fi...

167: The Tuition Treadmill + The New FAFSA

05 May 2024

Contributed by Lukas

There are more than 1 million families with multiple kids in college at the same time. For many of us, paying tuition feels like a treadmill that will...

166: The Questions

28 Apr 2024

Contributed by Lukas

As financial advisors, we get a lot of questions… Is the economy heading towards a recession? When will the Fed cut interest rates? What’s happeni...

165: The Sista Tax

21 Apr 2024

Contributed by Lukas

After a long break, we are back! There has been lots of talk this week about the pay disparity between WNBA players and NBA players. Despite dazzling ...

164: Mortgage Madness

03 Mar 2024

Contributed by Lukas

Most people are getting excited about "March Madness" but what we're seeing and hearing about even more is mortgage madness. Reports shows that a lot ...

163: It's a Miracle... I Hit the Jackpot!

25 Feb 2024

Contributed by Lukas

Have you heard the story about the Uber driver who won the lottery and was still driving Uber? Well, we have and we know it firsthand. On this episode...

162: Allan was Wrong!

18 Feb 2024

Contributed by Lukas

In the past 30 days, Allan and Tiffany have bought 2 cars: one for their business and one for Allan’s family. In times past, Allan was adamant about...

161: Friends... How Many of Us Have Them?

11 Feb 2024

Contributed by Lukas

What happens when one friends starts making considerably more--or less--than the rest of the friend ground? Do you feel like you have to change your f...