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All Episodes

The Momentum Advisors Show — 276 episodes

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Title
1

276: The Expat’s Guide to Building Wealth in the Caribbean - featuring Khalil Revan

2

275: Surviving The Current Administration (Part 2) – A Conversation with Talynn Sharp

3

274: Still D.R.E. / Surviving This Administration

4

273: Are We Going to Court or Throwing Hands? A Conversation with the Honorable Judge Monique Holaman

5

272: Advanced Tax Planning with Alleson Tate

6

271: They are Dancing on the Grave of Uncle Nearest

7

270: My Mayor is Muslim… Life Lessons from Knicks in 5

8

269: Breaking Down the K-shaped Economy

9

268: Lessons from the FIRE

10

267: The Next Big Thing- Breaking Down IPOs and Meme Coins

11

266: Money Math and The Co-Holding Paradox

12

265: When Grandma’s Money Is Funny

13

263: Making Good Money… Still Broke…

14

262: College D-Day, Supportive Involvement and Bad Gospel Grammar

15

261: A Public Conversation about “Private Credit”

16

260: Fighting the Iran War (At Home)

17

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

18

258: War, What Is It Good For?

19

257: Dirty Money: The Deportation Industrial Complex and The Cost of Resistance

20

256: Financial Market Review: Moving Fast and Breaking Things

21

255: Black leadership: 10 for 10

22

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

23

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

24

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

25

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

26

250: Domino Effect; The Doorknob is on the Inside

27

249: Black Card Revoked

28

248: The 50 Year Mortgage and other Mortgage Strategies

29

247: Atomic Habits™ for Building Wealth

30

246: Bad Advice Travels Fast (Especially on TikTok)

31

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

32

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

33

243: The Mamdani Effect

34

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

35

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

36

240: Stop Spending Money Like a Drug Dealer

37

239: Options Trading 101 (For Dummies)

38

238: Another Government Shutdown / The Growth Scare

39

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

40

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

41

235: Investing in the AI Revolution

42

234: A Tough Week for America

43

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

44

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

45

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

46

230: 401(k) Decay

47

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

48

228: Three Trillion in the Hole

49

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

50

226: Tapping That (Home Equity)

51

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

52

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

53

223: The True Cost of Mass Deportations

54

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

55

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

56

220: Parenting Advice This Summer

57

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

58

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

59

217: ETA: Entrepreneurship through Acquisition

60

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

61

215: Know When to Hold ‘Em

62

214: America’s “Slip is Showing”

63

213: Money Conversations with Jack and Jill

64

Preview Episode

65

212: Generational Wealth Part 2 — The Software

66

211: Is it time to panic?

67

210: Generational Wealth Part 1 – The Hardware

68

209: What Women Want

69

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

70

207: Your Age and Your Money

71

206: Buckle up: Financial Market Update

72

205: If only we knew / Boycotting the government

73

204: America is on Fire

74

203: Fading Heroes 2: Diapers to Diapers

75

202: When Our Heroes Start to Fade

76

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

77

200: Recap 2024

78

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

79

198: The American Dream?

80

197: Inflation Situation

81

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

82

195: Cryptomania

83

194: Protecting Your Legacy… Introducing Asset Protection Trusts

84

193: The election is over. Now what?

85

192: Think Long Think Right

86

191: Are We Better Off?

87

190: The Search for (Income) Yield

88

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

89

188: Climate change and your pocketbook

90

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

91

186: Bad Business

92

185: Kamalanomics

93

184: What's in the Bag?

94

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

95

182: Financial Lessons from the Paris Olympics

96

181: All Eyes on Jerome

97

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

98

179: Prediction Markets, The Presidency and The Privilege Wheel

99

178: Lessons from Microsoft’s Single Point of Failure

100

177: What’s on your bucket list?

101

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

102

175: Keep That Same Energy / The Summer Contract

103

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

104

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

105

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

106

171: COGS - Cost of Getting Sick

107

170: Stop Trippin’

108

169: Financial Literacy to Financial Fluency

109

168: All The Treadmills

110

167: The Tuition Treadmill + The New FAFSA

111

166: The Questions

112

165: The Sista Tax

113

164: Mortgage Madness

114

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

115

162: Allan was Wrong!

116

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

117

160: Why Should White Guys Have All the Fun: Byron Allen Edition

118

159: Market Update: Wipe Me Down

119

158: Mo' Money, No Problems

120

157: Triumph Over Tragedy

121

156: The Katt Williams School of Business

122

155: Kwanzaa for Christmas

123

154: The (Wildly Common) Untold Stories of Financial Triumph

124

153: Wildin' Out: Common Life Mistakes That Will Cost You

125

152: Am I Rich?

126

151: Thankfulness, Testimonies, Gratitude & Miracles

127

150: The Money Date

128

149: That Ain't All Your Money

129

148: End of the Year Planning

130

147: Battle of the (Financial) Sexes

131

146: Lending Your Money with Purpose

132

145: Morgan State University: You Can't Stop Wakanda

133

144: The Collapse of the U.S. Dollar and the Beyoncé Effect

134

143: A.I.--and We're Not Talking About Allen Iverson

135

142: The Fire and Desire of Interest Rates

136

141: The Budget Buffet

137

140: Investment Mistakes

138

139: How to Move Away

139

138: The Martha's Vineyard Tumble

140

137: Actually Paying for College

141

136: Building Your Own Black Wall Street

142

135: Bump Them Grown Ass Kids

143

134: The Hardest Thing Ever

144

133: It's My Birthday--Again!

145

132: Entrepreneurship by Any Means Necessary

146

131: Debt: What, Why, How Much and When?

147

130: How to Get an Inheritance

148

129: Financial Advice for New Graduates--of All Ages

149

128: Knockin' Boots & Making Babies

150

127: My Father Died

151

126: Tighten Up

152

125: Spring Cleaning & Unclaimed Assets

153

124: How to Build Wealth at Every Age

154

123: Is Your Cash App and Other Digital Money Safe?

155

122: Momma I'm a Millionaire

156

121: Robbing Peter to Pay Paul

157

120: What Happens When the Banks Fail

158

119: My Parents Are Moving In

159

118: Are You Buying, Selling or Staying?

160

117: Birthday's and Black History

161

116: It's Time to Ask for Help

162

115: The Curious Case of Allan's Lost Wallet

163

114: Quarterly Market Commentary: Beauty & the Beast--and Beyoncé

164

113: The New (Tax) Sheriff in Town

165

112: Bump Your Bank

166

111: The Inflation Diet

167

110: Damar Hamlin, the NFL, and Income Protection

168

109: Increase Your Network to Increase Your Net Worth

169

108: Christmas Shenanigans

170

107: How Safe Are Your Accounts?

171

106: Til Death Do Us Part... or Nah

172

105: Christmas Gift Giving

173

104: Resilience and Grit Are Key

174

103: Crypto Crash

175

102: Elections, Politics the Discotheque

176

101: We're in a Flood and a Draught

177

100: Our 100th Episode

178

99: The FAFSA or the SHASTA?

179

98: The Oxpecker, Rhinoceros, and New Entrepreneur

180

97: Stocks: The Prequel

181

96: What You Must Know Before You Start Investing--That Most People Never Learn

182

95: The Mis-education (of All of us)

183

94: Financial Fears

184

93: 21 Questions (to Ask Your Financial Advisor)

185

92: Student Loan Relief? Joe Did.

186

91: Alternative Investments

187

90: Living My Best Life

188

89: Opting Out of a Recession

189

88: The Art of Getting Robbed

190

87: The Business of Tipping

191

86: It Ain't All Bad

192

85: How to Travel Better

193

84: Tiffany's Birthday Celebration: 40 Questions for 40 Years

194

83: Something's Fishy in the Job Market

195

82: Celebrating Juneteenth

196

81: HENRY to HER, Part Two of High Income to High Wealth

197

80: Going from High Income to High Wealth

198

79: Your Investments are (Probably) Funding Gun Violence

199

78: It's Time to Fight Back

200

77: Scammer Vibes

201

76: Blood in the (Financial) Streets

202

75: Is the Government Moving the Needle on Your Finances?

203

74: Fine Print (The Devil is in the Details)

204

73: The Sharing Economy

205

72: Unfair Isaac- our guide to managing your credit score

206

71: Fly or Fly Trap?

207

70: The Best Advice You've Never Heard

208

69: Good Times: How to Retire with more than enough Money

209

68: What's Happening with Russia and How it Impacts Your Finances

210

67: It's Our Anniversary

211

66: Get Off the Menu and Get Your Seat at the Table

212

65: The New Tax Laws

213

64: WTF is Going on in the Market Right Now?

214

63: Investing vs Trading

215

62: Building a Socially Responsible Portfolio

216

61: TikTok Financial Advice

217

60: "Won't You Be My (Financial) Neighbor?"

218

59: How to Buy a Car

219

58: New Years (Financial) Resolutions

220

57: Positively Wealthy!

221

56: Before You Quit Your Job

222

55: Year-End Adult-ing Checklist

223

54: Smartsgiving

224

53: Your Ride or Die: Homeowners, Auto & Umbrella Insurance

225

52: Open Enrollment

226

51: Financially Responsible Parenting

227

50: Homecoming, Anbesol & What's Happening in the Economy

228

49: Financial Warning Signs

229

48: Financial Predators

230

47: Make Sure Your Parents Are Straight

231

46: Save the World While Saving Money

232

45: FIRE (Financially Independent & Retiring Early)

233

44: How to Buy a Business

234

43: Adulting 101 & Your Financial Glossary

235

42: The Wealth Gap of the Middle Class

236

41: Can I Borrow a Dollar?

237

40: DIY Estate Planning

238

39: Hateration, BRICs & Valuation

239

38: Estate Planning

240

37: The New Millionaire

241

36: Not Your Broke Best Friend

242

35: Summer Spending

243

34: Bankruptcy

244

33: Your Money Mind

245

32: You Don't Need a Financial Advisor (Yet!)

246

31: Your Generation, Part II

247

30: The Tulsa Massacre & Your Generation

248

29: Two Steps Forward or Two Steps Back?

249

28: Money Conversation with Bae

250

27: Paying for College

251

26: Biden-omics

252

25: Trust Fund Baby

253

24: Born Again Homebuyer

254

23: Franchising 101

255

22: Where the Money Resides: Compound Interest

256

21: A Thief in the Night

257

20: The "Stimmy" is Not For Red Lobster

258

19: Good Ass Ways to Make Money

259

18: An LLC is Not a Business

260

17: Passive & Residual Income

261

16: Is Your Money Racist?

262

15: Cooperative Economics

263

14: Don't Blow It

264

13: Bubble Trouble, Bubble Guts & Bubble Butts

265

12: Secret to Building Wealth

266

11: Financial Mistakes At Any Age

267

10: DIY Financial Calendar

268

9: Goals! How Many of Us Have Them?

269

8: The IPO Mixtape

270

7: Determining Your Net Worth

271

6: ​No Body Wash for Christmas

272

5: Get On Board

273

4: STD: Sexually Transmitted Debt

274

3: Investing 101

275

2: Opportunity Doesn't Knock

276

1: Have Your cake and Edith Too