show episodes
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
Join internationally known business performance expert and author, Pamela S. (“Pam”) Harper, Founding Partner and CEO of Business Advancement Inc., and her business partner/husband D. Scott (“Scott”) Harper, an internationally known innovation expert, for thought-provoking conversations with visionary leaders who are transforming the face of business. Each week, a new show focuses on sparking fresh insights, inspiration, and immediately useful ideas to take you and your organization to new h ...
 
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show series
 
This week we have a mixed bag of financial market topics. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley as they discuss the US dollar and other currency, what’s going on in emerging markets such as China and Afghanistan, how college athletes may now be compen…
 
We discuss what is behind the increasing push for C-suites to lead "business innovation," and why this emphasis is only going to grow as the many forces of complexity and change intensify. You'll gain insights on: Why business innovation impacts every aspect of your company The paradox of "readiness" for business innovation Three immediately useful…
 
The market certainly has been interesting this year. From increased costs for houses, to interest rates, to China, there is a lot to unpack in this week’s show. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley as they discuss three financial topics including pot…
 
It has certainly been a crazy start to the year when it comes to the market. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors President Kris Maksimovich for a midyear recap. With the comical sparring we have come to appreciate, they offer us a year-to-date report card before …
 
Scott and I are tackling the tough issue of maintaining your company's culture over time - without losing what makes you stand out as you keep creating new value for customers, employees, partners, and other stakeholders. You'll gain insights on: The challenge as well as opportunities for preserving your company's culture when everyone isn't in one…
 
We speak with Mark Levy, a differentiation expert who has worked with a wide range of corporations, brands, thought leaders, political campaigns, entertainment, products, services, books, and speeches. Mark is also a speaker, podcaster, and author who has written for the NY Times and has written or co-written five books, including “Accidental Geniu…
 
Scott and I speak with Charlene Wheeless, a renowned communications visionary, author, and keynote speaker. She leads her namesake communications and business advisory firm, Charlene Wheeless LLC, and she is the senior advisor for equity and justice at APCO Worldwide, a global advisory, and advocacy communications consultancy. She has been featured…
 
With current interest rates low and a housing market that is hot, this week we host a lending professional who shares the latest information on mortgages and refinancing. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy chats with Mortgage Loan Officer Cori Scherer about the current climate of the mortga…
 
The last eight years has brought some of the craziest weather conditions insurance agent Nick Klein can recall. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy chats with Nick about changes we can expect in the insurance industry. Together, they examine deductibles, shopping rates, umbrella policies, li…
 
We speak with Fotini Iconomopoulos, an award-winning negotiation consultant, keynote speaker, and MBA instructor. She is regularly featured in the media and is the author of the new book "Say Less, Get More — Unconventional Negotiation Techniques to Get What You Want.” (Harper Collins) For the last decade, Fotini has been empowering Fortune 500 exe…
 
Investors don’t seem to be scared away by the new administration’s policies in Washington. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy takes a dive into the pros and cons of President Biden’s policy changes. He examines the sectors impacted by the vaccine rollout and stimulus, what increasing the co…
 
We speak with Tendayi Viki, an award-winning thought leader, author, and corporate innovation expert. We discuss insights from his third book, “Pirates In The Navy: How Innovators Drive Transformation.” As Associate Partner at Strategyzer, Tendayi works with companies to develop their internal ecosystems so they can innovate for the future while ma…
 
We speak with Lawrence "Larry" Siff, CEO of Neptune Advisors and the C Level Community. We discuss the key to developing holistic insight to build broader and deeper perspectives for boards and management to optimize a company's growth and create long-term value. Larry has advised hundreds of CEOs and boards on maximizing corporate value. He holds …
 
With interest rates so low, how can you strategically use municipal bonds in your portfolio? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy and Alliance Bernstein Assistant Vice President Jason Mertz take a look at the bond market. Together, they examine how it works and the current environment and str…
 
Find out by listening to Episode 188. Scott and I speak with returning guest Peter R. Gleason, CEO of the National Association of Corporate Directors (NACD) about highlights from their Blue Ribbon Commission report "Fit for the Future." Peter is a recognized expert in board leadership and corporate governance issues. He serves as a member of NACD's…
 
Emerging markets generally hold some characteristics of a developed market such as in the U.S., but they do not fully meet the standards. That said, they still make up more than half of the global GDP and warrant a closer look. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy hosts Luis Lemus with Contin…
 
Visit the Show notes page for Episode 187 To thank you for listening to our podcast series for the past 6 years, we have put together a 15-minute episode featuring our responses to the top questions some of you have asked us about game-changing business growth. These include: “Why is ‘game-changing business growth’ an increasing priority?” “What do…
 
No doubt, 2020 left a lasting impression on many investors. With the effects of COVID-19, a contentious election season, and multiple stimulus bills, investors are sure to question if the coming year will lead to more of the same. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy hosts Brad McMillan, the …
 
View this Episode's Show Notes Scott and I were shocked and saddened by the news that a recent guest on Growth Igniters® Radio, Dr. Gail Hayes, unexpectedly passed away after a brief illness. She was a Race Relations Consultant, Speaker, award-winning book author, and media personality. (see bio below). To honor Dr. Gail’s memory, we are revisiting…
 
Three strategic leadership podcasts for navigating through ambiguity Even if you’ve heard them before, you’ll gain new value when you revisit the three Growth Igniters® Radio episodes highlighted below. Taken together, they create a compelling series of calls for strategic leadership to create more opportunities in 2021. You’ll find out more about:…
 
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy chats with U.S. charitable fund gift specialist Eileen Tam about charitable giving as part of estate planning. Eileen serves as Vice President of Product Management at Eaton Vance and she shares a wealth of knowledge with those who may be interested in charitable giving but are unaware of wha…
 
How can embracing turbulence help you and your teams innovate during a crisis? Find out by listening to Episode 172. Scott and I speak with Amy Lee Segami, President and Managing Principal of Segami Studios and Consulting, about leading yourself and others through times of crisis. She is a former engineer turned award-winning artist and entrepreneu…
 
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy chats about bitcoins and cryptocurrency with Kris Maksimovich, President and Founder of Global Wealth Advisors. Topics covered include the history of bitcoin, how cryptocurrency works as an investment, how blockchain polices transactions, overall security, and the broad variety available. For…
 
How can you build a more powerful legacy in your business and in your life? Find out by listening to Episode 177. Scott and I speak with “Dr. Jann” Freed. She is a leadership development consultant, author, and speaker who is particularly interested in helping people over 50 find meaning and purpose beyond their careers. She does this through the u…
 
What are more boards looking for in CEOs, C-Suite, and Sr. Executives? Find out by listening on-the-go to Episode 152. Scott and I speak with Peter R. Gleason, President & CEO of the National Association of Corporate Directors (NACD). He is a recognized expert on board leadership and corporate governance issues. He serves as a member of NACD’s nati…
 
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy chats with Dave Seymour about investing in real estate rental property. The topics discussed cover the current real estate landscape under COVID-19, the job market and working from home. They also cover the basics of investing, strategies used, and pros and cons. For additional information on…
 
What does COVID-19 on campus look like in the throes of a pandemic? No doubt about it, college students have been impacted in many unique ways. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, guest host Kevin M. Curley, II discusses how COVID-19 has changed the college student experience with intern Colin Meany. In this show, Kevin and Colin chat about how…
 
What does it take to “see around corners” and gain a strategic advantage? Find out by listening on-the-go to Episode 168. Scott and I are speaking with Professor Rita Gunther McGrath. She is a world-renowned thought leader and a professor at Columbia Business School where she directs the popular Leading Strategic Growth and Change program. She is w…
 
The cost of cybersecurity is high, not just for businesses in their attempt to protect themselves and their customers, but to people who fall prey to phishing, malware and ransomware. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy discusses ways to protect yourself with cybersecurity expert and professor William Whitney. In this show Tom …
 
How does a virtual C-Suite impact key alliances and critical decisions? Find out by listening on-the-go to Episode 183. Scott and I speak with Nancy Halpern, Founder of the firm Political IQ. She is a nationally recognized leadership consultant who diagnoses political dysfunction in organizations. She leverages her thought leadership and intellectu…
 
This week we have a special guest host standing in for Tom Kennedy. GWA’s own Kevin M. Curley, II, CFP® takes a stab at the election, which is one of the most anticipated and contentious races in recent years. In this special episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢 Kevin discusses the upcoming election and a couple specific national races. He also offers so…
 
Leadership lessons from the 23rd Secretary of the U.S. Air Force Download and listen-on-the-go to Episode 162. Scott and I speak with Deborah Lee (“Debbie”) James, who served as the 23rd Secretary of the United States Air Force, with responsibility for 660,000 military and civilian personnel and a budget of nearly $140 billion. Debbie has a three-d…
 
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy answers the top 10 questions on retirement plans that he normally gets from clients. You’ll hear discussion on 401(k), IRA, and pension options and what to do with your retirement plan if you’ve recently been laid-off from your job. Follow these links for more information. You can dig into wh…
 
Beyond ethics, what is the compelling business case for promoting racial equity? Find out by listening on-the-go to Episode 182. Scott and I speak with Dr. Gail Hayes, a Race Relations Consultant, Speaker, award-winning book author and media personality who is internationally recognized as a communicator who ignites the atmosphere with contagious e…
 
How do you stay balanced under conditions of constant crises and extreme ambiguity? Find out by listening on-the-go to Episode 181. Scott and I discuss the difference between leading through “ordinary crises” and the avalanche of major crises happening in today’s environment. We also discuss why the ability to beat burnout in the C-Suite has gone f…
 
Are you wondering if environment, social and governance (ESG) investing is just a tree hugger fad? Perhaps you feel called to invest with your conscience and want to know more. With the help of a top expert in the field, we examine ESG investing and discuss whether it can be a worthwhile venture. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Ken…
 
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy talks asset allocation in a COVID-19 world with Wasif Latif from Victory Capital. In this show they discuss growth versus value, market reaction to the pandemic, and the international market. For additional information on the market please follow our blog at gwadvisors.net and keep up with ou…
 
In the middle of a crisis, what is most important to keep in mind? Find out by listening- on-the-go to Episode 180. In this episode, Scott and I share our own experience of Tropical Storm Isaias (we’re OK), and the reminder of an essential principle we keep actively in mind when the stakes are high and time is short: There’s always more to the stor…
 
Wondering what the impact of COVID-19 has been on the healthcare industry? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy chats with Dr. Chad McClintick, medical director of the Saint Luke’s Surgery Center. In this show they discuss development of a possible coronavirus vaccine, how practitioners can restructure their processes, the media…
 
Congratulations to Adam Bryant and Kevin Sharer on the publication of their new book “THE CEO TEST: Mastering the Challenges that Make or Break All Leaders” (Harvard Business Review Press). To mark this event we’re revisiting our summer 2020 conversation with Adam, when we previewed some of the highlights of this book. Adam Bryant is Managing Direc…
 
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢 host Tom Kennedy and GWA Founder and President Kris Maksimovich give a 2020 midyear market recap and forward look for the rest of the year. They also share their views on the national debt, taxes and the biggest disappointments and surprises of the year so far. For a more in-depth look at 2020, please check ou…
 
What is a powerful way to create shared commitment to a vision? Find out by listening to Episode 178. Scott and I speak with Todd Cherches, CEO and Cofounder of BigBlueGumball, a New York City-based consulting firm specializing in leadership development, public speaking, and executive coaching. He is also the author of VisuaLeadership: Leveraging t…
 
Wondering what the impact of COVID-19 is on the commercial real estate market? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy chats with Bryant Lach, vice president of Jones Lang LaSalle Brokerage about the commercial real estate market, supply and demand, the appetite for ESG and how the market has adapted, and the effects of coronavirus…
 
How has the Second City Improvisation Theater been improvising through crises? Find out by listening to Episode 176. Scott and I speak with returning guest Kelly Leonard, Executive Director Of Insights And Applied Improvisation at Second City Works, the business arm of the Second City Improvisation Theater. His book, “Yes, And,” received rave revie…
 
This episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢 finds host Tom Kennedy and Global Wealth Advisors Wealth Manager Kevin Curley providing strategies for a down market. They’ll discuss investing in your retirement account, 529 Plans and making the most of your mortgage. They’ll also dig deep into savings and tax strategies that make sense now and offer some thoug…
 
Help individuals and groups cope with emotions from major reorganizations, layoffs & more One of the biggest leadership issues coming from the COVID-19 pandemic combined with the volatile economy is how to help yourself and others cope with the many emotions triggered by major changes such as large-scale reorganizations, layoffs, pay cuts, and much…
 
As part of the ravages of COVID-19, many people lost their jobs or had their hours cut and are seeking new employment. Many small businesses have had to cut back dramatically or even shutter altogether. To help you reach a “better normal” once it’s possible to get back to work, now is a good time to update your personal brand, resume, and social me…
 
What is critical for overcoming stakeholder pushback to your vision? Find out by listening- on-the-go to Episode 174. If you are re-envisioning your company’s future direction to better respond to changing needs and emerging opportunities triggered by the COVID-19 pandemic and economic volatility, this episode falls under the category of “must list…
 
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