Episodios

  • 215: Know When to Hold ‘Em

    215: Know When to Hold ‘Em
    Apr 27 2025
    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 tackle this vital decision. We'll guide you through the proper steps from picking a stock to buy to understanding the often-difficult decision of when to sell. We also cover the week's most important market news.
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    1 h y 6 m
  • 214: America’s “Slip is Showing”

    214: America’s “Slip is Showing”
    Apr 13 2025
    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 the dollar. America’s global position as a safe haven in times of economic trouble may be slipping away. Today, we discuss how policy mistakes could push the country into a recession and what to do in your own portfolio and financial life to prepare for this uncertain future.
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    59 m
  • 213: Money Conversations with Jack and Jill

    213: Money Conversations with Jack and Jill
    Apr 6 2025
    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. The initial plan was to lead a conversation with mothers around navigating wealth inequities. However, with tariffs announced, and a historic sell-off in the stock market, we pivoted to take questions on protecting and preserving wealth in times of uncertainty.
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    1 h y 11 m
  • Preview Episode

    Preview Episode
    Mar 30 2025
    The Momentum Advisors podcast is all about wealth building, investing and entrepreneurship. In this special preview episode, Allan Boomer and Andrea Gray share what’s ahead for the show, including fresh topics, new perspectives, and what listeners can expect in upcoming episodes.
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    3 m
  • 212: Generational Wealth Part 2 — The Software

    212: Generational Wealth Part 2 — The Software
    Mar 30 2025
    n the second installment of our series, we explore the leadership aspects of establishing generational wealth. This includes strategies for guiding the next generation through financial education and involving them in the legacy planning process. We also shine a spotlight on inspiring examples of Black families, outside of sports and entertainment, who are successfully cultivating enduring wealth.
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    1 h
  • 211: Is it time to panic?

    211: Is it time to panic?
    Mar 23 2025
    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 of tariff updates and government layoffs. Join us as we break down these pressing issues, provide historical context, and offer practical ideas to help you navigate your next financial moves.
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    1 h y 5 m
  • 210: Generational Wealth Part 1 – The Hardware

    210: Generational Wealth Part 1 – The Hardware
    Mar 16 2025
    Have you ever wondered how families like the Hermès, Kennedy, and Walton dynasties build wealth that spans generations? We find that generational wealth is a common aspiration, yet many of us are unsure of how to achieve it. In today’s episode, we'll delve into the strategies used by these famous families, highlight inspiring examples from the Black community, and share actionable advice on how you can start creating generational wealth today.
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    58 m
  • 209: What Women Want

    209: What Women Want
    Mar 9 2025
    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 Allan’s knowledge with some intriguing statistics about women and provide advice that’s specially tailored for the better half of the population!
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    57 m
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