In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Kevin Curley in their fourth installment of witty banter. This time they cover Bitcoin, metaverse, corporate earnings, economy and the Fed, and the Biden administration’s tax proposal.
Guest Bio: Kevin M. Curley, II, CFP®
Kevin is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems where he was honored by the Villanova University Alumni Association as a 2017 Young Alumni Medallion recipient. He holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. Working in financial services since 2009, Kevin enjoys helping guide high net worth families through a comprehensive wealth management system.
Host Bio: Tom Kennedy, CFP®
Tom joined Global Wealth Advisors (GWA) 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 also serves as host of the Ask Tom Anything Facebook page, a GWA program sharing video updates, commentary on hot topics, and fielding questions.
Tom 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. He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein, and FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.
Bitcoin, Metaverse, Economy, and the Tax Proposal: Find it Fast
4 :44 Metaverse Technology and Facebook
8:40 Supply Chain
9:45 Corporate Earnings and Stock Buybacks
11:45 Economy, Debt and the Fed
16:05 Infrastructure, Climate and Social Bills
19:45 Potential for Recession
21:02 Tax Proposal
*This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.
Listen in to Your Money Momentum published every other Friday, just in time for your morning commute.