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GR8 Financial Sense Podcast

GR8 Financial Sense Podcast

By: Ryan Sheffer James Walsh and Derek Van Solkema
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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 60 - July 2025

    Episode 60 - July 2025
    Aug 25 2025

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

    • Market Update (Starts at 0:28)
    • Portfolio Update (1:21)
    • Market Influencers: Trade Deals, AI and the Fed (1:59)
    • Impact of One Big Beautiful Bill Act (5:19)
    • OBBBA Impact: Households (7:03)
    • OBBBA Impact: Corporations (8:16)
    • OBBBA Impact: The Economy (8:45)
    • Looking ahead (10:38)
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    13 mins
  • Episode 59 - June 2025

    Episode 59 - June 2025
    Jul 14 2025

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

    • Market Update (Starts at 1:08)
    • Portfolio Update (2:13)
    • Historic Market Movements (3:43)
    • Impact of Trade Deal with China (5:46)
    • Predictions for Second Half of the Year (7:33)
    • US Dollar Depreciation Analysis (10:16)
    • Geopolitical Factors Affecting the Market (13:28)
    • Looking ahead (16:16)
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    18 mins
  • 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)
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    14 mins
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