The Momentum Advisors Show

With mid-term elections upon us, we need to dive deep into potential policy changes and their economic impacts. To break it all down, we’re bringing in the big guns: Dr. Khalilah Harris, Esq.—political consultant, Executive Director of the Public Justice Center in Baltimore, MD, and frequent MSNBC contributor. Today, we are giving you some political history and prediction-market insights on what is going down at the polls.

But more importantly, did you vote yet?

Many people view capitalism as evil. What if it can be used to make the world a better place?

Today, we are having a special conversation with one of the world's top social impact investors, Bobby Turner. He breaks down his playbook for generating strong financial returns while delivering affordable housing to working-class families and expanding children’s access to education and healthcare. Bobby leads a $3 billion firm proving you can do well for investors while doing good for the world.

It's homecoming season. This week we are at Tennessee State University's homecoming discussing the history of HBCUs, their continued relevance and how they help black people move up the economic ladder. Today's guests are Lamark Holley of Morgan State University and Passion Smith of Hampton University.

Our guest this week went from being the first in her family to graduate from college to working for a billionaire to leaving the corporate rat race to launch a beauty business as a loctician. In the conversation, we break down entrepreneurship and civic engagement on the path to building wealth.

https://www.instagram.com/buildwithbriana/

Last week we took you into the annual meeting of the Morgan and Holmes investment club. This week we take you back into that meeting for the second half where we strategize on how the investment club can get to the next level.

nvestment clubs have been around for over a century, but today, they are driving a powerful movement of wealth-building in the Black community.

This week, we’re taking you inside the annual meeting of Morgan and Holmes LLC—an investment club founded in 2019 by a group of Morgan State University alumni. Tune in as these brothers share their journey, breakdown their strategy, and reveal the strange and interesting ways they’ve grown their collective fortune - from vintage purses to hard money loans.

How do you turn calculated risks into long-term wealth? This week, we’re in Phoenix Arizona with a former Baltimore dentist who relocated across the country to acquire his own dental practice. We break down his exact playbook for business ownership, real estate investing, and wealth building. Whether you're a doctor looking to go independent or an aspiring business owner, this story is packed with major keys.

How did a fake 49ers player trick 26 different women into handing over more than $1.3 million? This week we tackle (pun intended) the high-stakes world of modern deception. We break down the intricate design of romance scams, pyramid schemes, email phishing and those accidental text messages you keep receiving.

Fraud is a full time job, so this week we lean on Mervin Bourne Esquire for backup — he is a former Assistant US Attorney and Deputy Attorney General and Allan’s God Baby Daddy!

Does the approach of your next birthday make you feel like you’re behind on your financial or life goals? From retirement savings to home ownership, the traditional "milestone timeline" often leaves us feeling like we're falling short.

Join us as we dive into Oprah’s "Life Starts at 44" philosophy, and showcase how iconic careers—from Morgan Freeman to top Fortune 500 CEOs—were built well past 30.

Plus, Tech Executive Aliah Summers joins the show to share how she navigated single motherhood, a non-traditional career path, and the pivotal "Lexus moment" that changed her financial trajectory forever.

This week, we're heading to Saint Maarten to sit down with an old friend from New Jersey who moved to the Caribbean 20 years ago to completely reimagine his life and career.

We unpack a brief history of the island and dive into the real entrepreneurial opportunities waiting for bold Americans. From acquiring an investment property that doubles as a short-term rental to securing an international job transfer, we break down your best options under the sun.

Last week we gave economic and financial tips and strategies for making the most of these last 2 years in the current presidential administration. This week is very different. We are taking a microscopic look at the negative impact on Black students at PWIs and discussing ideas for revitalizing the Black community.

Andrea is back, and she’s kicking things off with a special announcement you won’t want to miss!

Plus, with midterm elections around the corner, we’ve officially reached the halfway mark of the current presidential administration. Regardless of where you stand politically, staying informed on recent policy shifts is essential. Today, we're sharing actionable strategies to help you not just survive, but truly thrive in the years ahead

Poor understanding of the law can cost you money, opportunities, and peace of mind. From commercial leases to foreclosure battles, too many people sign contracts they don’t fully understand — and pay the price later.

In this episode, Judge Monique Holaman joins us to break down the legal pitfalls she sees most often in civil court. We talk lawsuits, guardianships, special needs trusts, estate planning, foreclosures, and the everyday legal mistakes people don’t realize they’re making.

We are bringing in a special guest this week to shine some light on common mistakes people make when doing their own taxes and high-level strategies for optimizing your tax situation. Alleson is the Founder of Avere Wealth in Atlanta.

At first, we were all so proud of the company that was created to honor the Black man who taught Jack Daniels how to make whiskey. Now, the company is stumbling and critics are having a field day.

Today we offer an alternate take on the situation and share some life and business lessons that can be learned.

The NY Knicks just pulled off the impossible – winning a world championship in a David and Goliath moment. In attaining this victory, the team made some important decisions that made all the difference. Today, we celebrate this team of diverse talent, with players coming together from multiple cultural backgrounds, and pinpoint some life and business lessons we can all take away from Allan’s favorite team.

Once a quarter we sit down and take a look at what’s really happening in the financial markets. This week, we are talking about the K‑shaped economy—a split reality where the top arm of the “K” is doing great, powered by high-income households, asset owners, and fast‑growing technology, while the bottom arm is slipping under the pressure of high borrowing costs, stubborn inflation, and high gasoline prices.

We are breaking down our views on stocks, bonds and crypto and reminding you that now is a great time to sit down with your financial advisor!

Legal Disclaimer:

This podcast is for informational and educational purposes only and should not be considered financial, investment, tax, or legal advice. The views and opinions expressed are those of the hosts and are based on information believed to be reliable at the time of recording, but no representation or warranty is made as to their accuracy or completeness.
Any references to markets, prices, or economic conditions are subject to change and may be influenced by a variety of factors, including unforeseen geopolitical or market
developments. Any forward-looking statements are speculative and should not be relied upon as guarantees of future performance.

The FIRE movement — Financially Independent, Retiring Early — is built around the idea that young people can break from traditional career paths and retire in their 20s, 30s, or 40s. Some followers take an extreme approach, saving up to 75% of every paycheck, which isn’t realistic for most people. But the philosophy behind FIRE still offers valuable lessons about intentional spending, disciplined saving, and designing a life you actually want.

This week we glean insights from FIRE and offer a “diet” version that may work for you.

SpaceX filed paperwork this week to launch one of the largest IPOs (initial public offerings) in history, and we may see several record‑setting public debuts before year-end. At the same time, a flood of new Meme coins (a speculative type of cryptocurrency) is hitting the market—sometimes dozens a day.

This week, we break down these fast‑moving investment trends and lay out some steps for evaluating new investments.

Legal Disclaimer: This podcast does not provide personalized investment recommendations. Before making any
financial or investment decisions, you should consult with a qualified professional who can assess your individual circumstances. Investing involves risk, including the potential loss of principal. Any products, companies, or services mentioned are for illustrative purposes only and do
not constitute endorsements or recommendations.

Making day-to-day money decisions can be incredibly confusing when you are juggling competing priorities like paying off debt, investing for the future, and building a savings cushion. Wouldn’t it be great if you had a simple framework for your money math?

In this episode, we give you some rules of thumb for decision-making and break down "The Co-Holding Paradox"—the costly psychological trap where millions of consumers choose to keep low-yield cash sitting in a savings account while simultaneously carrying high-interest revolving credit card debt.