Your Money Momentum
Take a Journey With Your Money Momentum Financial Specialists
Your Money Momentum is a podcast that delivers information on personal financial planning, investing and wealth management with our engaging hosts, CERTIFIED FINANCIAL PLANNER™ practitioners Tom Kennedy and Kevin M. Curley II from Global Wealth Advisors. Tom and Kevin bring you 30 minutes of knowledgeable discussion, strategy, and practical advice aimed at helping you build momentum with your money.
The variety of topics covered by this podcast includes market news, investment strategies, retirement planning, estate planning, risk management, income tax planning, and business succession. Our podcast brings you specialized market observations and interviews, showcasing real-life examples of how others successfully accumulate, preserve and protect wealth, how they provide for those they care about most, and how they stay on track in meeting their retirement goals.
Podcast Host: TOM KENNEDY, CFP®
Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021. With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics. He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate. In 2021 he was elected to serve on the board for United Against Human Trafficking, and more recently was voted Vice-Chair. He assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce the risk of revictimization. He holds the FINRA Series 6, 7, 63, and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.
Podcast Cohost: KEVIN M. CURLEY, II, CFP®
Kevin joined Global Wealth Advisors in our Dallas, Texas office in 2017 and serves as our cohost of Your Money Momentum. He is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems and holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He was honored in 2017 to receive the Young Alumni Medallion through the Villanova University Alumni Association. With an eye on giving back to the community, he served as a member of the Dallas Breakfast Group 2016 Community Leaders Program, where he worked to increase business executive and civic leader participation in local community affairs. He was also named to the Dallas Regional Chamber 2015 Leadership Dallas, a ten-month program where he gained a deeper understanding of the critical issues facing the Dallas area community and businesses. Finally, he supports the Vogel Alcove program to help improve the lives of homeless children in Dallas.
Where We’ve Been Seen
As financial planning specialists in the field, GWA advisor’s articles and commentary have appeared on well-known sites such as Forbes, U.S. News and World Report, The Wall Street Journal, Kiplinger, Nasdaq, Investopedia, CNBC, and Yahoo! Finance, and Nerds Eye View with Michael Kitces among others. Our goal is to help you make smarter decisions about your complex financial life, so you can live more and worry less. Please subscribe to Your Money Momentum for free and listen to the latest topics during your morning commute.
For even more information on financial planning topics, check out our blog articles, social media pages, and case studies where you will find in-depth analysis, links to financial planning tools, and information related to our podcast topics. Look for us on Facebook, LinkedIn, Twitter, and YouTube.