The Momentum Advisors Show
Episodes
60: "Won't You Be My (Financial) Neighbor?"
09 Jan 2022
Contributed by Lukas
Do you remember "Mr. Rogers Neighborhood", where he would walk through the neighborhood and introduce you to all the important people in his life? Hav...
59: How to Buy a Car
02 Jan 2022
Contributed by Lukas
If you’ve spent the past few months dreaming of a new car in your driveway, you’re probably looking at models, comparing deals and evaluating what...
58: New Years (Financial) Resolutions
26 Dec 2021
Contributed by Lukas
New Year’s resolutions don’t have to be reserved for diets and exercise. Sometimes the area of your life that really needs attention is your finan...
57: Positively Wealthy!
19 Dec 2021
Contributed by Lukas
In our work as financial advisors, we are helping people grow their wealth and we are literally seeing people’s dreams come true right before our ve...
56: Before You Quit Your Job
05 Dec 2021
Contributed by Lukas
We are in the midst of the “Great Resignation” where more people are quitting their jobs than ever before to launch new businesses, go back to sch...
55: Year-End Adult-ing Checklist
28 Nov 2021
Contributed by Lukas
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 o...
54: Smartsgiving
21 Nov 2021
Contributed by Lukas
In the spirit of Thanksgiving, this episode focuses on the many ways to give to your favorite causes, charities and organizations. When most people th...
53: Your Ride or Die: Homeowners, Auto & Umbrella Insurance
14 Nov 2021
Contributed by Lukas
When is the last time you reviewed your homeowners and auto insurance? For most people, the answer is when you initially purchased your home or car an...
52: Open Enrollment
07 Nov 2021
Contributed by Lukas
Open Enrollment season is underway but, what does that actually mean for you? A LOT! Whether you get health insurance through your employer or from He...
51: Financially Responsible Parenting
31 Oct 2021
Contributed by Lukas
Due to more time spent at home during COVID, there has been a major spike in new pregnancies and childbirth. With that in mind, this show focuses on t...
50: Homecoming, Anbesol & What's Happening in the Economy
24 Oct 2021
Contributed by Lukas
Once every three months we like to give a snapshot of what’s happening in the financial markets and the economy. Is COVID still impacting our econom...
49: Financial Warning Signs
17 Oct 2021
Contributed by Lukas
A recent financial study finds that 75% of all Americans are living paycheck-to-paycheck and have little or nothing in the way of emergency savings. H...
48: Financial Predators
10 Oct 2021
Contributed by Lukas
On this episode, we call out what we consider to be financial predators. The bad guys and villains that are stealing money from right under our eyes. ...
47: Make Sure Your Parents Are Straight
03 Oct 2021
Contributed by Lukas
If you don’t take the time to get your parents financial profile in order, it could put their finances in jeopardy--and ultimately yours! Over 15% o...
46: Save the World While Saving Money
26 Sep 2021
Contributed by Lukas
While our expertise is in wealth management, personal finance and entrepreneurship, we do know that climate change is a very real thing. And not only ...
45: FIRE (Financially Independent & Retiring Early)
19 Sep 2021
Contributed by Lukas
According to a recent Gallup poll, the average expected retirement age is 66. Thirty years ago, the average American projected retiring at age 60. Wha...
44: How to Buy a Business
12 Sep 2021
Contributed by Lukas
We just bought a new business together last month and what we have realized is that most of the advice we give is only on building a brand new busines...
43: Adulting 101 & Your Financial Glossary
05 Sep 2021
Contributed by Lukas
Are you tired of being lost in financial conversations? Are you feeling left behind in your attempt at "financial adulting"? No worries! On this episo...
42: The Wealth Gap of the Middle Class
22 Aug 2021
Contributed by Lukas
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 cl...
41: Can I Borrow a Dollar?
15 Aug 2021
Contributed by Lukas
No matter how much you earn, "getting by" is still a struggle for most people. 78% of full-time U.S. workers say they are living check-to-check and 56...
40: DIY Estate Planning
08 Aug 2021
Contributed by Lukas
We recently did two episodes on estate planning: “Estate Planning” and “Trust Fund Babies.” This week's show focuses on giving you the the do-...
39: Hateration, BRICs & Valuation
01 Aug 2021
Contributed by Lukas
Who is Jerome and why is he hating on all of our bank accounts? What's a BRIC and how should you use the term at dinner parties? What are some of the ...
38: Estate Planning
25 Jul 2021
Contributed by Lukas
Research shows that only 44% of Americans have a Will. Leaving the majority of Americans with no estate plan at all; with 47% stating "they just haven...
37: The New Millionaire
18 Jul 2021
Contributed by Lukas
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 sto...
36: Not Your Broke Best Friend
11 Jul 2021
Contributed by Lukas
Children start learning about money as early as three years old and it will take them decades to fully understand wealth. So the key is to start early...
35: Summer Spending
04 Jul 2021
Contributed by Lukas
Summer is the time to cut loose. Unfortunately, it can also mean cutting loose financially. These sunny months bring endless opportunities for traveli...
34: Bankruptcy
27 Jun 2021
Contributed by Lukas
If you are deeply in debt and considering filing for bankruptcy, you are probably brimming with anxiety. Filing for bankruptcy can be complex and c...
33: Your Money Mind
20 Jun 2021
Contributed by Lukas
Your psychological view of money has a huge impact on your money decisions. Determining what to spend money on, how much to save and evaluating your “...
32: You Don't Need a Financial Advisor (Yet!)
13 Jun 2021
Contributed by Lukas
Are you asking yourself, do I need a financial advisor? For many people, the answer is 'NO'. Even though financial advisors can assist you with your m...
31: Your Generation, Part II
06 Jun 2021
Contributed by Lukas
This week we are continuing to highlight how to approach building generational wealth in spite of all the systemic setbacks and obstacles, like the Tu...
30: The Tulsa Massacre & Your Generation
30 May 2021
Contributed by Lukas
This week marks the 100th anniversary of the Tulsa Massacre that destroyed “Black Wall Street” in 1921. It was a horrible tragedy that is a major ...
29: Two Steps Forward or Two Steps Back?
23 May 2021
Contributed by Lukas
Most financial advisors want you to take baby steps toward your goals every year. While this works out well for most people, sometimes you have to do ...
28: Money Conversation with Bae
16 May 2021
Contributed by Lukas
Several studies find that arguing about money early on in a marriage is the number one predictor of divorce; while couples who talk openly and frequen...
27: Paying for College
09 May 2021
Contributed by Lukas
The average cost of college in the United States is over $35k per student, per year. While this cost has tripled in less than 20 years, we still inten...
26: Biden-omics
02 May 2021
Contributed by Lukas
President Biden has laid out a bunch of new economic and political plans: American Rescue Plan, American Jobs Plan, American Families Plan and the Mad...
25: Trust Fund Baby
25 Apr 2021
Contributed by Lukas
Society stereotypes "trust fund babies" as overprivileged, spoiled, adult-children who think they're superior to others and have no responsibilities. ...
24: Born Again Homebuyer
18 Apr 2021
Contributed by Lukas
The housing market is red hot and it’s because of COVID. Housing prices rose by 11.2% in January, which is the fastest growth of home prices since J...
23: Franchising 101
11 Apr 2021
Contributed by Lukas
We own several franchise businesses. Down from 9 total franchise locations, we currently own 4 and are building more at a rapid pace. Franchising is g...
22: Where the Money Resides: Compound Interest
04 Apr 2021
Contributed by Lukas
Chances are, you've heard of the term "compound interest," but do you know how it really works? If not, you're in the majority: 69% of Americans don't...
21: A Thief in the Night
28 Mar 2021
Contributed by Lukas
On today's episode of The Momentum Advisor Show, Tiffany and Allan talk about the importance of inflation and how you must invest in a way that protec...
20: The "Stimmy" is Not For Red Lobster
21 Mar 2021
Contributed by Lukas
With the passing of another historic stimulus package, we need to discuss who it impacts and how to make the most of this situation, in your personal ...
19: Good Ass Ways to Make Money
14 Mar 2021
Contributed by Lukas
So many people believe the only way to close the wealth gap is to get access to borrowed capital. Well, we don’t believe this to be true. The most e...
18: An LLC is Not a Business
07 Mar 2021
Contributed by Lukas
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...
17: Passive & Residual Income
28 Feb 2021
Contributed by Lukas
"Making money while you sleep” has a nice ring to it, doesn’t it? After all, one of the goals of financial independence is to build wealth that do...
16: Is Your Money Racist?
21 Feb 2021
Contributed by Lukas
When you contribute to your retirement savings do you know what your investments are contributing to? Are your investment dollars circulating wealth i...
15: Cooperative Economics
14 Feb 2021
Contributed by Lukas
The fourth principle of Kwanzaa is "Ujamaa": Cooperative Economics. This is often defined as coming together to build and maintain our own businesses ...
14: Don't Blow It
03 Feb 2021
Contributed by Lukas
A financial windfall is a large—and many times unexpected—financial gain; often the result of an inheritance, lawsuit settlement, property sale, s...
13: Bubble Trouble, Bubble Guts & Bubble Butts
31 Jan 2021
Contributed by Lukas
In 2021, there appears to be a renewed focus on investing but we are worried that certain investments are getting too much attention and someone will ...
12: Secret to Building Wealth
24 Jan 2021
Contributed by Lukas
We break down common themes we’ve observed from our clients, former clients and people we know who’ve built wealth. What separates people who actu...
11: Financial Mistakes At Any Age
17 Jan 2021
Contributed by Lukas
Getting older doesn't necessarily make you wiser! We've noticed some trends around mistakes people tend to make in their 20s, 30s, 40s, 50s, and 60s. ...
10: DIY Financial Calendar
10 Jan 2021
Contributed by Lukas
Whether or not you make financial New Year’s resolutions, you no doubt want to improve your bottom line in the coming year. With that in mind, we ha...
9: Goals! How Many of Us Have Them?
03 Jan 2021
Contributed by Lukas
It’s a new year! What audacious goals do you have for yourself? So many people focus on money as a goal as if it’s the key to happiness but it is ...
8: The IPO Mixtape
27 Dec 2020
Contributed by Lukas
This year there have been some major IPOs such as, AirBnB, DoorDash and Robinhood. But unfortunately, most people don't actually know what an IPO is, ...
7: Determining Your Net Worth
20 Dec 2020
Contributed by Lukas
Net worth is simply the difference between the value of what you own minus your liabilities, such as your mortgage, credit card debt, etc. Seems simpl...
6: No Body Wash for Christmas
13 Dec 2020
Contributed by Lukas
As the holidays are approaching their is often the urge to spend more than we need to on gifts. On this show, we identify alternative holiday gifting ...
5: Get On Board
06 Dec 2020
Contributed by Lukas
This week, Nasdaq filed a proposal with the Securities and Exchange Commission (SEC) that would require all 3000+ companies on their stock exchange to...
4: STD: Sexually Transmitted Debt
29 Nov 2020
Contributed by Lukas
Much like catching a physical STD, people can contract sexually transmitted debt from a romantic partner. Financial STDs affect millions more American...
3: Investing 101
22 Nov 2020
Contributed by Lukas
Foundational principles on what investing actually means and how to get started today. Whether you've never invested in a stock in your life or if you...
2: Opportunity Doesn't Knock
15 Nov 2020
Contributed by Lukas
Opportunity doesn't knock, it just lays there. In the past year, Black Americans have been receiving attention from corporations, politicians and fund...
1: Have Your cake and Edith Too
08 Nov 2020
Contributed by Lukas
The Momentum Advisors show, hosted by financial experts Tiffany Hawkins and Allan Boomer, is a new podcast of The North Star that addresses the pillar...