The North Star

The Momentum Advisors Show

Business EN ↓ 272 episodes

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 .

Author

The North Star

Category

Business

Podcast website

www.thenorthstar.com

Latest episode

Jun 28, 2026

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Episodes

97: Stocks: The Prequel 02.10.2022

What's a stock? What's a return? Yea, most of us know the answers to these questions. But how do you get a stock to pay you rent? How do you find the really "cheap" stocks where you make your money back really quickly? These--and some important others--are the answers we really want you to know before you ever buy your first share. Thankfully, it's never too late to learn.

96: What You Must Know Before You Start Investing--That Most People Never Learn 25.09.2022

Most people have a basic understanding of how to invest their money: open an account, buy some stocks, bonds, or other investment vehicles. Well, there's a lot more you need to know before you take these two steps, that are crucial to your overall investment plan. And guess what? Most people don't know them and miss out on all the real benefits to investing. On this episode we tell you the most im...

95: The Mis-education (of All of us) 18.09.2022

The Mis-education of the Negro, written in 1933, describes how the educational system in America was designed to teach Black people that we are inferior. Leveraging quotes from the book, we explore ALL of the ways we ALL have been Mis-educated in regards to careers, achievement, entrepreneurship and wealth-building

94: Financial Fears 11.09.2022

77% of Americans report feeling anxious about their financial situation. Are you afraid to think about retirement, affording a house, or paying for your child’s education? Do you have a poverty mindset or a scarcity mindset? Neither? You're still likely to be dealing with fear and stress around your wealth and financial strategy. This episode helps you identify your financial fears and how to over...

93: 21 Questions (to Ask Your Financial Advisor) 04.09.2022

To get the most value from your financial advisor, you must ask the right questions. On this episode ,we provide key strategic questions for you to ask your existing--or future--financial advisor so that you can quickly sort through who is the best fit for you. And just for fun, we answer all of these key questions ourselves so that you know what a suitable answer should sound like.

92: Student Loan Relief? Joe Did. 28.08.2022

This week the White House announced Joe Biden's Student Loan Forgiveness Plan and we couldn't be more excited--and confused. On this episode we talk about what the plan includes, who qualifies for student loan forgiveness, and how this impacts student loans moving forward. We also highlight ways to capitalize on this program to get you closer to your overall wealth building goals.

91: Alternative Investments 21.08.2022

We've all heard about stocks, bonds, and cold-hard cash but what else should be in your investment strategy? Maybe hedge funds, commodities, or real assets? Are you a luxury watch or rare wine collector? What about baseball cards, comic books, or coins? If so, these are all alternative investments that should be considered a vital part of your portfolio and overall wealth management strategy. On t...

90: Living My Best Life 14.08.2022

Recently, the Mega Million jackpot was among the largest lottery prizes in history at over $1 Billion. If you were to win the lottery for any amount of money, how much would you need to live your ideal life? This is a question that was recently asked across 33 countries and the answers will surprise you. On this episode, we talk about how much money is "enough" to get you to your best life and how...

89: Opting Out of a Recession 07.08.2022

Inflation is at (or near) its highest level in decades and our country’s economic growth declined for two quarters in a row. What does all of this mean? That we may be in a recession. Luckily, you can choose to opt out and not participate. On this episode, we remove the panic and worry from the term "recession" and highlight the things you can do to reduce--or even eliminate--the impact it has on...

88: The Art of Getting Robbed 31.07.2022

Robbery can happen to anybody but this week it hit close to home for the Momentum Team—and that pastor on live stream. With our team member we were able to help him quickly recover but it got us thinking, do you know what to do if something like this happens to you. If you’ve been the victim of a theft, burglary, or fraud here are the important steps to take to recoup your losses and ensure your f...

87: The Business of Tipping 24.07.2022

The world is open and we are all "outside". Not only are we traveling and going out to eat but, we are hiring and utilizing service providers now more than ever. And with all of these experiences comes one common thread: tipping! Are you a good tipper? Do you know when and how much you're supposed to tip? Do you know how vital gratuity is to the economy? Do you know tipping started as a result of...

86: It Ain't All Bad 17.07.2022

Everyone is worried about a recession. Inflation rates are rising at a record-breaking pace. The news is telling you the end is near. Layoffs are starting and don't get us started on the supply chain issues. BUT with all of that, there is a lot of positive movement happening in the world right now as it pertains to your financial future and that is what we are highlighting on this episode. We talk...

85: How to Travel Better 10.07.2022

Yes, we are Financial Advisors but we are also world travelers--especially Tiffany! Today’s show is about saving money and time while traveling this summer all while having a great time.

84: Tiffany's Birthday Celebration: 40 Questions for 40 Years 03.07.2022

It is Tiffany's 40th birthday and we are switching things up to learn more about your favorite podcast co-host. On this episode, Allan is allowing the listeners to get to know Tiffany better by asking her forty questions for her 40 years on this Earth. There is no doubt you will be shocked by some of these answers, as Tiffany allows herself to be a bit more vulnerable on air. Happy 40th Birthday,...

83: Something's Fishy in the Job Market 26.06.2022

There’s a shift happening in the job market--and it's not the one you've been hearing about. While the news continues to highlight "The Great Resignation" you may need to look twice before quitting that job. With more job openings than ever, and the lowest unemployment rate we've had in years, employees may be getting tricked into making less money and receiving less benefits. On this episode we t...

82: Celebrating Juneteenth 19.06.2022

As we celebrate Juneteenth, brands across the country are launching products, events and marketing strategies to try and cash in on the holiday. Here’s the problem: Monetizing the celebration of Black freedom contradicts the very sentiment that drives Juneteenth. Black people were among this country’s first forms of currency, and the celebration of Juneteenth reminds us of that not-so-distant past...

81: HENRY to HER, Part Two of High Income to High Wealth 12.06.2022

Last week we started talked about how to transition from high income to high wealth. On this episode we continue that conversation to help you build wealth in all areas of your life; because your financial wealth can easily be eclipsed by lack of wealth in several other areas. Tune in to learn about why you don't want to be a H.E.N.R.Y. all of your life; and how you really want to become a H.E.R.

80: Going from High Income to High Wealth 05.06.2022

Are you finally in a position where you're receiving a great income? Where you're making more than you've ever made before and you are now feeling a lot more comfortable affording your wants and needs. If so, the big question is: but are you building wealth? On this week's episode we discuss how people who are finally making “good money” can transition from simply making a substantial income to ac...

79: Your Investments are (Probably) Funding Gun Violence 29.05.2022

In the aftermath of several mass shootings in one week, many Americans want to do something--anything--to help but, feel helpless. Petitions, donations and voting are all clear ways to start a path towards change but there is a very effective and immediate impact you can have from the comfort of your living room: changing your investments. Most investors are completely oblivious to how they are--a...

78: It's Time to Fight Back 22.05.2022

Although we've talked about how to hedge against inflation before, we have NEVER seen anything like this. Inflation is up 8% - 14% from just last year on every day items like water, fish, produce. This is no longer something you can ignore or budget for; inflation at this pace is requiring you to fight back! On this episode we talk about ways to fight against short-term and long-term inflation rig...

77: Scammer Vibes 15.05.2022

The emergence and domination of social media, peer-to-peer payments, rideshare platforms and online networking has created the perfect environment for scams. Americans are getting scammed out of their money at an alarming pace and oftentimes they don't even realize it. On this episode we are bringing awareness to the most popular scams of 2022, that we are almost positive you--or someone you know-...

76: Blood in the (Financial) Streets 08.05.2022

The global stock market is down around 13% and the bond market is down 10%. In the last 45 years, there has only been one other year when stocks and bonds were down at the same time. What should you do? Stick with the plan even though the world looks bleak? Or abandon ship? On this episode we tell you what to do and the benefits of being a contrarian.

75: Is the Government Moving the Needle on Your Finances? 01.05.2022

Whether you believe it or not, the government has been very busy--and what they've been working on should put a little extra change in your pocket. On this episode we talk about The Secure Act 2.0, new tax breaks, emerging 401k benefits from employers and (actual) student loan forgiveness.

74: Fine Print (The Devil is in the Details) 24.04.2022

On today's episode, The Momentum Advisors talk about the importance of reading and understanding the fine print within a credit card contract. 

73: The Sharing Economy 17.04.2022

Communities of people have shared the use of assets for thousands of years but, the advent of the internet and smartphones has made it easier for asset owners and those seeking to use those assets to find each other. This dynamic is referred to as the "share economy". Sharing economies allow individuals and groups to make money from underused or idle assets; such as parked cars, spare bedrooms, sw...

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