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GR8 Financial Sense Podcast

By: Ryan Sheffer and James Walsh
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  • Summary

  • Hosted by Ryan Sheffer, CFP, MSF, and James Walsh, CMFC, financial advisers at Advance Capital Management. Each month, Ryan and James tackle 8 financial and investment topics in approximately 8 minutes, 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
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Episodes
  • Episode 45 - May 2024

    Episode 45 - May 2024
    May 14 2024

    You can watch the video version here: https://acadviser.wistia.com/medias/4lyoc3u5rz

    Recorded May 6, 2024

    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.
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    16 mins
  • Episode 44 - April 2023

    Episode 44 - April 2023
    Apr 10 2024

    You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3div

    Recorded April 6, 2024

    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.
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    18 mins
  • Episode 43 - March 2023

    Episode 43 - March 2023
    Mar 12 2024

    You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3div

    Recorded March 6, 2024

    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.
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    19 mins
Economics Personal Finance
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