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 .
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August 16, 2026Episode 27559 min
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 the Black community.
August 13, 2026Episode 27449 min
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 recent policy shifts is essential. Today, we're sharing actionable strategies to help you not just survive, but truly thrive in the years ahead
July 26, 2026Episode 27353 min
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 she sees most often in civil court. We talk lawsuits, guardianships, special needs trusts, estate planning, foreclosures, and the everyday legal mistakes people don’t realize they’re making.
July 13, 2026Episode 27254 min
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.
June 28, 2026Episode 27150 min
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 be learned.
June 21, 2026Episode 27051 min
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 cultural backgrounds, and pinpoint some life and business lessons we can all take away from Allan’s favorite team.
June 7, 2026Episode 26954 min
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 bottom arm is slipping under the pressure of high borrowing costs, stubborn inflation, and high gasoline prices. We are breaking down our views on stocks, bonds and crypto and reminding you that now is a great time to sit down with your financial advisor! Legal Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial, investment, tax, or legal advice. The views and opinions expressed are those of the hosts and are based on information believed to be reliable at the time of recording, but no representation or warranty is made as to their accuracy or completeness. Any references to markets, prices, or economic conditions are subject to change and may be influenced by a variety of factors, including unforeseen geopolitical or market developments. Any forward-looking statements are speculative and should not be relied upon as guarantees of future performance.
May 31, 2026Episode 2681 hr 2 min
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 people. But the philosophy behind FIRE still offers valuable lessons about intentional spending, disciplined saving, and designing a life you actually want. This week we glean insights from FIRE and offer a “diet” version that may work for you.
May 24, 2026Episode 26753 min
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 a day. This week, we break down these fast‑moving investment trends and lay out some steps for evaluating new investments. Legal Disclaimer: This podcast does not provide personalized investment recommendations. Before making any financial or investment decisions, you should consult with a qualified professional who can assess your individual circumstances. Investing involves risk, including the potential loss of principal. Any products, companies, or services mentioned are for illustrative purposes only and do not constitute endorsements or recommendations.
May 17, 2026Episode 26657 min
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 of thumb for decision-making and break down "The Co-Holding Paradox"—the costly psychological trap where millions of consumers choose to keep low-yield cash sitting in a savings account while simultaneously carrying high-interest revolving credit card debt.
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