Podcast
The Momentum Advisors Show
Hosted by The North Star · EN
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.
36episodes
Episodes
Newest firstAll episodes
253: Return of the S.A.L.T. – Big Tax Refunds, Big Distractions
Feb 100:56:20Tap to summarizeIt’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 Foundation.This week we will break down all of the ways you can maximize your tax refund in light of the many tax cuts in place for 2025, including the return of the State and Local Tax (SALT) deduction.
Transcribe →252: Creating Young Moguls; M.O.T.s for Tots
Jan 2600:56:10Tap to summarizeStudies 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 account.
Transcribe →251: Colonization Playbook 2026: Making Sense of Venezuela, Greenland and the Sanctuary Cities
Jan 1800:51:43Tap to summarizeThe 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 portfolio and financial life?
Transcribe →250: Domino Effect; The Doorknob is on the Inside
Jan 400:54:05Tap to summarizeIn 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 would have a monumental impact on your financial life? We will offer a few examples and stories as inspiration, but ultimately, your choice of domino is completely up to you.
Transcribe →249: Black Card Revoked
Dec 2800:56:47Tap to summarizeAs 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.
Transcribe →235: Investing in the AI Revolution
Sep 2100:59:03Tap to summarizeArtificial 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 ways you can invest in AI, from individual stocks to specialized funds, ensuring you don't miss out on this generational opportunity. Sent from my iPhone
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234: A Tough Week for America
Sep 1400:26:57Tap to summarizeNormally 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 students. So, that's all we're talking about in this episode. We hope to be back to our usual format next week.
Transcribe →233: I’m Leaving— A Step by Step Guide for Moving Abroad; The View from London
Sep 701:03:56Tap to summarizeLooking for a way out of the current political climate? You're not alone. Over 5.5 million Americans have already moved abroad. In this episode, we'll tell you where people are going and what's motivating them to leave. We'll also cover the crucial steps to take before you go, including the surprising tax implications of becoming an expat. Plus, we'll share our own recent observations from a trip to London.
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232: Black Philanthropy Month Part 2: Minnesota Black Collective Foundation
Aug 2500:34:33Tap to summarizeThis week, we're talking with Lulete Mola, executive director of the Minnesota Black Collective Foundation. As one of the few social justice organizations with an endowment, they're leading the way in funding Black-led nonprofits. Join us as we dive into their work and explore the critical role of strategic planning in philanthropy.
Transcribe →231: Black Philanthropy Month Part 1: When Black Led Charities are No Longer the Flavor of the Month
Aug 1700:50:16Tap to summarizeAugust marks Black Philanthropy Month, a vital initiative launched in 2011 to champion funding equity and uplift philanthropic efforts within communities of African descent. This focus is more critical than ever, as the percentage of funding directed towards Black charities has decreased by over 30% since the surge in giving that followed George Floyd's death. In Part One of this two-part series, we'll dive into the fundamentals of philanthropy from the perspective of non-profit leaders. We'll explore the "5 T's of philanthropy" and discuss effective funding strategies designed to build a sustainable organization. You'll also get an introduction to the Minnesota Black Collective Foundation.
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