GR8 Financial Sense Podcast cover art

GR8 Financial Sense Podcast

GR8 Financial Sense Podcast

By: Ryan Sheffer James Walsh and Derek Van Solkema
Listen for free

About this listen

 Hosted by Ryan Sheffer, CFP, MSF, James Walsh, CMFC, and Derek Van Solkema, CFP, financial advisers at Advance Capital Management. Each month, Ryan, James and Derek tackle 8 financial and investment topics, to keep you informed about the markets, economy and other current events that could be impacting your financial life. Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Contact Us:© 2021 Economics Personal Finance
Episodes
  • Episode 58 - May 2025

    Episode 58 - May 2025
    Jun 12 2025

    In this month's episode, we cover these topics:

    • Market Update (Starts at 0:19)
    • Portfolio Update (1:50)
    • Trade & Tariff Deals (2:15)
    • Interest Rates/Bonds/Deficits – The Big Beautiful Bill (4:00)
    • Estate Planning Components (6:59)
    • Roth/Traditional IRA (8:42)
    • Warren Buffett's Retirement and Legacy (9:36)
    • Looking Ahead (11:49)
    Show More Show Less
    14 mins
  • Episode 57 - April 2026

    Episode 57 - April 2026
    May 13 2025

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:43)
    • Portfolio Update (1:47)
    • Volatility Bonanza (4:41)
    • What Caused It (5:55)
    • What Did We See (during volatility in April) – Underlying Themes (7:18)
    • Strategic Uncertainty (9:55)
    • GDP – Recession and the Market (13:55)
    • Looking Ahead (15:42)
    Show More Show Less
    18 mins
  • Episode 56 - March 2025

    Episode 56 - March 2025
    Mar 31 2025

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:42)
    • Portfolio Update (1:21)
    • Seasonality of the Market (2:53)
    • Anatomy of Concern (4:29)
    • Does President Trump Have a Plan? (8:39)
    • CD's Maturing? Money Market vs. CD's (12:13)
    • Tax Efficiency (13:56)
    • Looking Ahead (15:45)
    Show More Show Less
    18 mins
No reviews yet