Best Pamela Engstrom Podcasts (2024)

1
Don’t Pay the Sticker Price for College 34:57

2d ago34:57

34:57

If you’re shocked by the price of college, wait until you find out which schools might offer little-known discounts. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss ways to lower the price of college, strategies to pay for it, and student loans. As mentioned by Kevin in …

1
Property and Casualty Insurance Shopping Guide 27:04

21d ago27:04

27:04

You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer an insurance shopping guide with strategies for shopping around and lowering your property and casualty insurance costs. P & C …

1
Election Year and the Markets 31:43

1M ago31:43

31:43

What should investors be doing during an election year? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II host Global Wealth Advisors’ Chief Investment Officer Keith Sprauer. They discuss how election years affect the market and how politics plays into the mix. They also jump into…

1
Interest Rate Update 15:21

2M ago15:21

15:21

If you’ve wondering whether there will be an interest rate cut this year, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II give another rousing round of Central Bank Roundup and discuss whether investors can expect a rate cut or increase along with what some oth…

1
Your Top 6 Market Questions Answered 29:55

3M ago29:55

29:55

If you’re invested in the market and want a more specific definition for some of the jargon and topics in the news lately, this podcast episode is dedicated to you. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II unzip the mailbag and answer your top six questions about the mark…

1
Picking Good Stocks: What Do You Look For? 32:04

3M ago32:04

32:04

If you’re invested in the stock market, how do you pick your stocks? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the different types of analysis when selecting stocks including technical vs fundamental analysis, qualitative vs quantitative analysis, and evaluating an…

1
Life Insurance Strategies 29:46

4M ago29:46

29:46

Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, …

1
About Employer Stock Programs 29:27

4M ago29:27

29:27

Handcuffing employees to companies often occurs by granting employer stock. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics around non-qualified stock-based compensation, employee stock purchase plans, and margin of safety involved with employer stock progr…

1
Avoiding Capital Gains 28:19

5M ago28:19

28:19

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income T…

1
Stock Market Bias 20:43

5M ago20:43

20:43

Do you go into the market making investments based on what your friends and family are doing, or do you think you’re immune to influences? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the various types of stock market bias you may not realize you have that can derail yo…

1
Backdoor Roth IRA Rollover Strategy 32:37

5M ago32:37

32:37

If you have the option through your employer-sponsored retirement plan to make non-deductible contributions to an IRA after you max out your 401(k) limits, you may be able to use a Backdoor Roth. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the specifics. Work with your…

1
Four Pillars of Recession 24:01

7M ago24:01

24:01

People are wondering if we should still be concerned about a recession. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss inflation, the four pillars of recession, and lowering interest rates. They also discuss the Goldilocks scenario and sovereign debt crisis. [Embed podc…

1
End-of-Year Planning 30:52

7M ago30:52

30:52

At this point, you’re probably wondering if the Fed is shooting darts, or if they actually know what they’re doing when it comes to interest rates. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the Fed, Japanese equities, and dig into some end-of-year planning strategies…

1
October Review 24:34

8M ago24:34

24:34

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several financial topics including the big sell-off, reinvestment risk, and bond laddering. They also offer a bold prediction on whether rates have peaked. Watch the video podcast on YouTube Find it Fast: October Review The M…

1
Watching the Wealth Markers 30:22

8M ago30:22

30:22

What are wealth markers and why should we care? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several interesting topics including mortgage rates, debt to GDP, and Crypto. They also discuss how Ireland’s rise correlates to increased wealth. If you’ll be signing up for Me…

1
Open Enrollment Tips 24:20

9M ago24:20

24:20

Feeling like you relived the entirety of 2022 in September? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II dig into last month’s numbers and spend several good minutes discussing tips for employee open enrollment. Find it Fast: Month-End Financial Update: 00:00—Intro 01:11—Mark…

1
Cash is King 28:08

10M ago28:08

28:08

If cash is king, what do you do with it? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss what to do with your cash. Listen in as they dig into money market accounts, treasury bills, CDs, and municipal bonds. They also answer your questions about the future of bank failur…

1
Building an Efficient Income Stream 35:24

11M ago35:24

35:24

If you’re looking to create a tax-efficient income stream, we might have one answer. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II begin digging into building a tax-efficient income stream using municipal bonds. They also discuss the current market situation and what we might …

1
Tax Avoidance Strategies 31:07

12M ago31:07

31:07

When the Trump tax cuts go away at the end of 2025, will everyone’s taxes increase? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the implications for taxpayers and which increases and reductions are going to catch people off guard. They also discuss a few tax avoidanc…

1
Midyear 2023 Update 27:31

1y ago27:31

27:31

We’ve hit the midyear mark and investors want to know what to expect during the next half of this year. In episode 67 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II hold an in-depth discussion on the current conditions, stress in the market, and some positive news. They also offer up a couple …

1
Merger Mania 27:47

1y ago27:47

27:47

Investors want to know what’s up with the merger mania in the news lately. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II question bank crisis profits, the lithium market, and Fed bank bailouts. They also discuss market stress, the doughnut effect, and Nostra-Thomas finds out w…

1
The Value of a College Degree 33:32

1y ago33:32

33:32

For those wondering if there is still value in holding a college degree, listen in as we review some interesting stats. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the hyperbolic rise of Nvidia, the debt ceiling, and whether the economy will have a hard landing. T…

1
College Update 30:57

1y ago30:57

30:57

Do you wear a monkey suit or not? College students in graduation mode are wondering how they will move up in their first job. In this college update episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer advice to new grads entering the workforce. They also dig into a few market headline…

1
Paying Your Fair Share 28:37

1y ago28:37

28:37

We keep hearing that the wealthy don’t pay their fair share, but what exactly does that mean? In episode 63 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, you’ll watch CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II give their end-of-month recap for April, including discussion on equity markets, the debt ceiling, gold and the dollar, the ho…

1
Central Bank and Recession 28:29

1y ago28:29

28:29

Welcome to our first-ever video podcast! In episode 62 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, you’ll get to watch CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II hold another Central Bank Roundup, this time covering the central bank and recession. They also talk about interest rates and inflation and dig into the latest financial he…

1
Quarter End Market Update 20:20

1y ago20:20

20:20

Is the move in yields for fixed income giving investors a bit of a scare? In episode 61 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover quarter end details including fixed-income volatility, commodities, and real estate. They also dig into some bold predictions about the Masters. Find it …

1
Headlines Edition Midmonth Podcast 29:42

1+ y ago29:42

29:42

In the headlines edition of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss a variety of headlines including interest rates, commercial real estate, global banks and Credit Suisse. They also revisit headlines over the last couple of weeks ago. Find it Fast in the Headlines Edition: Central…

1
Failing Banks, Runs, and the FDIC 19:58

1+ y ago19:58

19:58

Investors are wondering just how safe their money is. With the recent news unfolding, we’ve been fielding numerous calls since late last week about the failing banks including Silicon Valley Bank (SVB) and Signature Bank. In episode 59 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the b…

1
Saddle Up for the Housing Industry 28:37

1+ y ago28:37

28:37

As investors grow weary of getting spurred by the Fed, they’re wondering if the pain will continue with the housing industry. In episode 58 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the housing market, where it’s headed, and dig their heels in for another rip-roaring Central Bank …

1
The Personal Finance Edition 32:20

1+ y ago32:20

32:20

Check out the personal finance edition. In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the retirement age, marriage and money, and what economists get wrong. You’ll also get a visit from Nostra-Thomas and discussion on whether GM buying a lithium mine and facial recogn…

1
Are We There Yet? Is This a Potential Rally? 23:54

1+ y ago23:54

23:54

Is this the rally investors have been hoping for or should we continue to exercise caution? In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II review market activities over the past month and discuss any potential rally conditions for the months to come. They also offer their bold pr…

1
Secure Act 2.0 35:56

1+ y ago35:56

35:56

Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, …

1
Bold Predictions and Hot Takes for 2023 28:42

1+ y ago28:42

28:42

In episode 54 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II revisit the pain of 2022 and make some bold predictions of their own for 2023. Definitely worth a listen for Tom and Kevin’s hot takes as they discuss the housing market, gold, whether a wealth tax will make the rounds, and crypto. F…

1
Recession and the Fed’s Lost Credibility 30:16

1+ y ago30:16

30:16

In episode 53 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II dissect the signs of recession including the market, the potential for a housing crash, and the Fed’s loss of credibility. They also give their year in review and thoughts on the Russia-Ukraine war, the potential end of Donald Trump’…

1
What Happened to the 60/40 Portfolio? 31:44

1+ y ago31:44

31:44

Many investors are wondering if they can look for stability in the 60/40 portfolio again, or if they should continue to hit pause on the fixed-income market. In episode 52 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer a detailed look at the end-of-year numbers, the fixed income market a…

1
Correlation in Recession Indicators 29:59

1+ y ago29:59

29:59

Many investors are wondering if there is any correlation between recession indicators. In episode 51 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer a detailed discussion on equities, commodities, fixed income, interest rates, jobs, and the potential for earnings revisions. They also chat…

1
Bailouts and the Dollar 30:58

1+ y ago30:58

30:58

Many investors are wondering if things could possibly be worse or if the election will improve the market. In episode 50 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the International Monetary Fund bailouts of sovereign debt, the strength of the dollar, mergers and acquisitions and d…

1
Central Bank Roundup and the Election 25:00

1+ y ago25:00

25:00

September was definitely an ugly month in the markets. In episode 49 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer their monthly review and update. Listen in as Tom and Kevin chat about fixed income, the dollar, and mortgage rates. In the Central Bank Roundup segment, they cover the thr…

1
How Will the Credit Crisis Affect Us? 31:27

2y ago31:27

31:27

In episode 48 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer their mid-month review. Listen in as Tom and Kevin discuss interest rates and the credit crisis, housing and mortgage rates, and India’s explosive growth. You’ll also hear our Nostra-Thomas and Mailbag segments where Tom and Ke…

1
End of Month Market Update 28:55

2y ago28:55

28:55

In episode 47 of Your Money Momentum, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer their end of month market review. Listen in as Tom and Kevin discuss aggressive swings and earnings, central bank meetings, the state of international energy, and housing affordability. Episode 47: End of Month Market Review Fi…

1
Is an Economic Hurricane Coming? 30:41

2y ago30:41

30:41

In episode 46 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the inflation reduction act, common measures of inflation, signs of recession, and the Dow Theory. Listen in as Tom and Kevin introduce a couple of new features called Nostra-Thomas, Roleplay, and Good Cop-Bad Cop. Episode 46…

1
Is it a Recession or Not? 26:48

2y ago26:48

26:48

Everyone wants to know if we’re nearing the bottom and if a recession will be short-lived. In episode 45 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the fed’s bold interest rate moves, recession and earnings, and the drop in demand for home sales. They also consider whether the EU w…

1
Something or Nothing & Odds Makers 18:03

2y ago18:03

18:03

In episode 44 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley peer down the financial market rabbit hole as they take a look at the latest economic news. In this show, you’ll get their take on Japan’s answer to the economy, venture capital tech startups, Turkey’s unusual plan to fight inflation, and t…

1
Midyear Market Update with Tom and Kevin 35:20

2y ago35:20

35:20

By Global Wealth Advisors

1
Is the Market Ready to Settle Down? 32:03

2y ago32:03

32:03

Investors are wondering if inflation is slowing yet and whether they can open their eyes and breathe again. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley discuss the current state of the market and its reaction to the Fed’s interest rate hikes, inflation and debt, the value averaging…

1
Is More Volatility on the Horizon? 32:52

2y ago32:52

32:52

The market has offered an interesting ride in recent days. Couple that with woes of negative GDP and the Fed’s promise to hike interest rates. It’s not surprising that investors are wondering if they should expect more market volatility in the days ahead. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy…

1
Are Investors Looking at Signs of Recession? 36:07

2y ago36:07

36:07

With a war in Ukraine, staggering inflation, and the talk of recession, investors are concerned about the state of the market. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley dissect a smorgasbord of topics including the yield curve inversion, bond market, equities, and mortgage rates.…

1
What Will it Mean for the Markets as Russia Flexes its Muscles? 29:18

2+ y ago29:18

29:18

Investors are wondering what to expect in the market now that Russia is making moves. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley discuss the Russian market and economy, surprises in gold, the Fed’s anticipated rate increases, and if we’re in market correction territory. They also …

1
Should we take investor trends seriously? 31:52

2+ y ago31:52

31:52

When investment pundits start a trend, how do you assess whether it will work for you? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley examine asset allocation strategies including equity, 60/40, alternatives, 50/30/20, and some of the currently fashionable strategies making the rounds…

1
Should we expect a doomsday or do investors have a bright spot for 2022? 24:36

2+ y ago24:36

24:36

By now it should be obvious that inflation hasn’t been transitory. For 2022, the question on many people’s minds is whether it will continue to be sticky. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley look under the blanket of inflation and its effect on the financial market. Along w…

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