The Momentum Advisors Show

willispolk@gmail.com

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Booking Overview

A personal-finance and entrepreneurship advice show focused on wealth building, tax strategy, legal matters, and financial legacy, with recurring interviews featuring specialized professionals such as financial advisors, tax experts, and judges or attorneys. PR agencies could credibly pitch credentialed practitioners, firm founders, estate-planning specialists, and entrepreneurship experts with practical expertise; booking difficulty is medium.

Metrics

Episodes: 274

Frequency: Biweekly

Rating: 4.9/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

Contact Information

willispolk@gmail.com

For verified host and producer emails, sign up to view.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Practicing professionals with specialized expertise in personal finance, tax planning, law, estate planning, wealth management, or entrepreneurship; firm founders and credentialed legal or financial authorities are a strong fit.
Required Achievements:  
Founding or leading a professional services firm, Established expertise in tax, legal, or wealth-management practice, Professional authority in a specialized financial or legal field

Recent Guest Discussions

Monique Holaman - Lawsuits, Special Needs Trusts, Guardianships, And Foreclosures

Alleson Tate - Tax Mistakes And Advanced Strategies For Optimizing Taxes

Recent Topics

Personal Finance, Wealth Management, Entrepreneurship, Tax Planning, Financial Legacy

Episodes

Here's the recent few episodes on
The Momentum Advisors Show
:

273: Are We Going to Court or Throwing Hands? A Conversation with the Honorable Judge Monique Holaman

July 26, 2026

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.

272: Advanced Tax Planning with Alleson Tate

July 13, 2026

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.

271: They are Dancing on the Grave of Uncle Nearest

June 28, 2026

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.

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