PODCAST · business
The Momentum Advisors Show
by The North Star
The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
Episodes
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283: HBCUs as a tool for Generational Wealth
It's homecoming season. This week we are at Tennessee State University's homecoming discussing the history of HBCUs, their continued relevance and how they help black people move up the economic ladder. Today's guests are Lamark Holley of Morgan State University and Passion Smith of Hampton...
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282: (Sister)Loc’d In for Profits – A Conversation with Lerato Beauty’s Briana Gilchrist
Our guest this week went from being the first in her family to graduate from college to working for a billionaire to leaving the corporate rat race to launch a beauty business as a loctician. In the conversation, we break down entrepreneurship and civic engagement on the path to building wealth....
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281: Investing Well Together Part 2: Growing an Investment Club Into a Private Equity Fund
Last week we took you into the annual meeting of the Morgan and Holmes investment club. This week we take you back into that meeting for the second half where we strategize on how the investment club can get to the next level.
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280: Black Investment Clubs: Investing Well Together- featuring Morgan and Holmes LLC
nvestment clubs have been around for over a century, but today, they are driving a powerful movement of wealth-building in the Black community. This week, we’re taking you inside the annual meeting of Morgan and Holmes LLC—an investment club founded in 2019 by a group of Morgan State University...
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279: Buying a (Dental) Business In A Strange Land – With Dr. Ahmed Collins
How do you turn calculated risks into long-term wealth? This week, we’re in Phoenix Arizona with a former Baltimore dentist who relocated across the country to acquire his own dental practice. We break down his exact playbook for business ownership, real estate investing, and wealth building....
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278: A (Daejon) Love Story: Avoiding Romance and Other Scams featuring Mervin Bourne Esq.
How did a fake 49ers player trick 26 different women into handing over more than $1.3 million? This week we tackle (pun intended) the high-stakes world of modern deception. We break down the intricate design of romance scams, pyramid schemes, email phishing and those accidental text messages you...
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277: Milestone Moments: Why Your 40s or 50s Might Be Your Real Starting Point (with Aliah Summers)
Does the approach of your next birthday make you feel like you’re behind on your financial or life goals? From retirement savings to home ownership, the traditional "milestone timeline" often leaves us feeling like we're falling short. Join us as we dive into Oprah’s "Life Starts at 44"…
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276: The Expat’s Guide to Building Wealth in the Caribbean - featuring Khalil Revan
This week, we're heading to Saint Maarten to sit down with an old friend from New Jersey who moved to the Caribbean 20 years ago to completely reimagine his life and career. We unpack a brief history of the island and dive into the real entrepreneurial opportunities waiting for bold Americans.…
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275: Surviving The Current Administration (Part 2) – A Conversation with Talynn Sharp
Last week we gave economic and financial tips and strategies for making the most of these last 2 years in the current presidential administration. This week is very different. We are taking a microscopic look at the negative impact on Black students at PWIs and discussing ideas for revitalizing…
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274: Still D.R.E. / Surviving This Administration
Andrea is back, and she’s kicking things off with a special announcement you won’t want to miss! Plus, with midterm elections around the corner, we’ve officially reached the halfway mark of the current presidential administration. Regardless of where you stand politically, staying informed on...
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273: Are We Going to Court or Throwing Hands? A Conversation with the Honorable Judge Monique Holaman
Poor understanding of the law can cost you money, opportunities, and peace of mind. From commercial leases to foreclosure battles, too many people sign contracts they don’t fully understand — and pay the price later. In this episode, Judge Monique Holaman joins us to break down the legal pitfalls...
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272: Advanced Tax Planning with Alleson Tate
We are bringing in a special guest this week to shine some light on common mistakes people make when doing their own taxes and high-level strategies for optimizing your tax situation. Alleson is the Founder of Avere Wealth in Atlanta.
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271: They are Dancing on the Grave of Uncle Nearest
At first, we were all so proud of the company that was created to honor the Black man who taught Jack Daniels how to make whiskey. Now, the company is stumbling and critics are having a field day. Today we offer an alternate take on the situation and share some life and business lessons that can…
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270: My Mayor is Muslim… Life Lessons from Knicks in 5
The NY Knicks just pulled off the impossible – winning a world championship in a David and Goliath moment. In attaining this victory, the team made some important decisions that made all the difference. Today, we celebrate this team of diverse talent, with players coming together from multiple...
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269: Breaking Down the K-shaped Economy
Once a quarter we sit down and take a look at what’s really happening in the financial markets. This week, we are talking about the K‑shaped economy—a split reality where the top arm of the “K” is doing great, powered by high-income households, asset owners, and fast‑growing technology, while the...
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268: Lessons from the FIRE
The FIRE movement — Financially Independent, Retiring Early — is built around the idea that young people can break from traditional career paths and retire in their 20s, 30s, or 40s. Some followers take an extreme approach, saving up to 75% of every paycheck, which isn’t realistic for most…
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267: The Next Big Thing- Breaking Down IPOs and Meme Coins
SpaceX filed paperwork this week to launch one of the largest IPOs (initial public offerings) in history, and we may see several record‑setting public debuts before year-end. At the same time, a flood of new Meme coins (a speculative type of cryptocurrency) is hitting the market—sometimes dozens…
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266: Money Math and The Co-Holding Paradox
Making day-to-day money decisions can be incredibly confusing when you are juggling competing priorities like paying off debt, investing for the future, and building a savings cushion. Wouldn’t it be great if you had a simple framework for your money math? In this episode, we give you some rules…
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265: When Grandma’s Money Is Funny
Nearly half of all Black and Hispanic seniors over the age of 65 are living dangerously close to the poverty line. On today’s show we give financial strategies for surviving retirement on very little and a list of resources for assistance. Please share this very special episode with your older...
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264: Draft Season — Momma I Made It!
This spring will give rise to many new millionaires across the NFL, NBA, WNBA and other professional sports. Additionally, many of us regular folk will be experiencing new high-paying careers, promotions at work, raises and bonuses. This week we give advice to those who are leveling up…
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263: Making Good Money… Still Broke…
Then we saw a headline this week that read: Americans With Higher Incomes Are Starting to Fall Behind on Payments. It reminds us of the fact that even as we make more money, we can still have financial problems. On this week’s show we share wealth-building advice for the high income earner.
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262: College D-Day, Supportive Involvement and Bad Gospel Grammar
We are approaching the day when aspiring college students must decide on a university. How do we, as the caring adults in their lives, practice “supportive involvement” and guide them towards the best decision -- one that balances their future goals with your family’s financial readiness? This...
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261: A Public Conversation about “Private Credit”
There’s a growing list of issues weighing on the markets — the war involving Iran, tensions in the Strait of Hormuz, and rising chatter about a potential new “credit crisis” emerging in private credit. But what is Private Credit? Today, we’ll break down this asset class and explore how it may...
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260: Fighting the Iran War (At Home)
The Iran conflict is pushing oil and gasoline prices higher, raising inflation fears, and stoking economic worries. While you cannot control what’s happening overseas, there are many things you can do to keep things under control at home. This week we share some budget and investment thoughts…
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259: Getting Your Money’s Worth (Out of Your Financial Advisor)
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 true that studies show financial advisors help investors earn higher returns and add to their client’s net worths over time, not everyone is happy with...
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258: War, What Is It Good For?
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, killing innocent people and shaking up the global economy. On this episode, we break down the consequences of the war against Iran, and the impact on you…
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257: Dirty Money: The Deportation Industrial Complex and The Cost of Resistance
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 consumers and investors, we are stuffing the pockets of the very companies that are supporting these controversial initiatives. This week, we…
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256: Financial Market Review: Moving Fast and Breaking Things
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 outlook for the market and economy in 2026? Join us this week as we break down our views for what’s to expect for investors.
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255: Black leadership: 10 for 10
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 jobs, there are currently a record ten Fortune 500 companies with Black CEOs. In honor of Black History Month, we are shining light on some inspiring...
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254: Stop “Supporting” Black Businesses, Buy Their Stuff; Black Unicorns
Less than 1% of venture-capital-backed startups will achieve a valuation in excess of $1 billion. Despite Black-led technology startups receiving less than half of 1 one percent of all venture-funding, there are SEVERAL black-led Unicorns. On this first episode of Black History Month, we…
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253: Return of the S.A.L.T. – Big Tax Refunds, Big Distractions
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 number of social safety net programs like SNAP and Medicaid, and important departments like the Environmental Protection Agency and National Science...
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252: Creating Young Moguls; M.O.T.s for Tots
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 of investments — Money, Opportunity and Time. We also give kids, parents and rich aunties alike the tools for getting started with an investment...
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251: Colonization Playbook 2026: Making Sense of Venezuela, Greenland and the Sanctuary Cities
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 cities and is making plans towards “acquiring” Greenland. With so much change happening so quickly, what moves should you be making in your...
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250: Domino Effect; The Doorknob is on the Inside
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 over a piece the size of the Eiffel Tower. Instead of coming up with a laundry list of goals for 2026, what if you focused on one big thing that...
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249: Black Card Revoked
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 whose Black Card will be revoked for Christmas – Andrea’s or Allan’s? Join us as we cut up with our special guest Baron Hilliard of Momentum Advisors.
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248: The 50 Year Mortgage and other Mortgage Strategies
Mortgage rates are finally becoming affordable again and there a range of options for existing homeowners and potential buyers. This week, we are joined by mortgage expert Makeda Fryson of Greenway Mortgage, who leads us through strategies for every borrower.
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247: Atomic Habits™ for Building Wealth
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 great investment, but a series of tiny habits like avoiding credit spending, maxing out their 401ks every year, and not taking loans or withdrawals.…
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246: Bad Advice Travels Fast (Especially on TikTok)
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 of the worst advice seems to get the most likes! This week, we will walk through some of the most egregious examples of bad advice we’ve seen…
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245: Blueprint for the Black Community: A Conversation with the CEO of Nexus Community Partners - Repa Mekha (Part 2)
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 community, including distributing $50 million in grants directly to Black families.
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244: Blueprint for the Black Community: A Conversation with the CEO of Nexus Community Partners - Repa Mekha (Part 1)
We come to you today from “The Collective Sum,” a gathering of Black community leaders in Minneapolis. Join us in a conversation about community building through investing in “the Four ‘Ships” — Leadership, Authorship, Stewardship and Ownership. Introducing Nexus Community Partners, a leading...
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243: The Mamdani Effect
The election of Zohran Mamdani as New York CIty’s mayor was controversial for some because he is a self-proclaimed “Democratic Socialist.” His policy ideas include things like free childcare and government-owned grocery stores — all to benefit the people. While Republicans are pointing fingers…
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242: Credit Cards: Trap or Treasure/Pimp or Be Pimped
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 card debt, with an average interest rate of 22.8%! This episode exposes credit card traps and gives advice on how to turn your credit cards into...
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241: Peanut Butter, Jelly and the “Low Hire / Low Fire” Economy
This year's financial markets have been a roller coaster, delivering strong—yet volatile—returns. Federal Reserve Chairman Jerome Powell describes the current labor market as "low hiring and low firing," where job openings have dried up but mass layoffs haven't materialized. With a new wave of...
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240: Stop Spending Money Like a Drug Dealer
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 faster. This episode reveals the shocking truth that high-income earners often make worse financial decisions than low-income earners. It all started...
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239: Options Trading 101 (For Dummies)
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 know what they are doing? Whether your goal is to trade options for speculation or to hedge a stock investment, we will educate you on these…
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238: Another Government Shutdown / The Growth Scare
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. While we may not be in a recession, we are experiencing a “growth scare” - a rise in economic anxiety. Join us this week as we break down strategies…
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237: Big Changes to the Same Old 401(k)
The retirement account that has been around for nearly 50 years hasn’t changed much… until now. Starting next year, everything is different. We’re diving into the major new investment options—private equity, hedge funds, and crypto—that could redefine your portfolio. We also cover major changes…
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236: Negotiating (While Black), Featuring Damali Peterman. Be Who You Are to Get What You Want.
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 table. We sit down with attorney and author Damali Peterman, who literally wrote the book on the subject. She'll reveal the key principles you need to...
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235: Investing in the AI Revolution
Artificial intelligence is increasingly becoming a crucial part of our daily lives. With economists estimating that this technology could add $15.7 trillion to the global economy by 2030, a key question remains: are you positioned to profit from this growth? This week we are breaking down all the...
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234: A Tough Week for America
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, though, with all the difficult events happening across the country — an assassination, a school shooting and death threats targeting Black college...
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ABOUT THIS SHOW
The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
HOSTED BY
The North Star
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