Couverture de GR8 Financial Sense Podcast

GR8 Financial Sense Podcast

GR8 Financial Sense Podcast

De : Ryan Sheffer and Derek Van Solkema
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 Hosted by Ryan Sheffer, CFP, MSF, and Derek Van Solkema, CFP, financial advisers at Advance Capital Management. Each month, Ryan 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 Economie Finances privées
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    Épisodes
    • Episode 64 - November 2025

      Episode 64 - November 2025
      Dec 15 2025

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

      • Market Overview and Portfolio Updates (starts at 00:34)
      • Understanding Investment Vehicles (03:29)
      • Active vs. Passive Investing (07:27)
      • Risk Adjusted Returns Explained (08:10)
      • How Markets Move (10:08)
      • AI Investments and Security (13:07)
      • Santa Clause Rally (17:18)
      • Looking Ahead (17:51)
      Afficher plus Afficher moins
      20 min
    • Episode 63 - October 2025

      Episode 63 - October 2025
      Nov 21 2025

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

      • Market Update (Starts at: 1:02)
      • Bond Market Insights (2:29)
      • Client Communications & Changes (3:45)
      • Year-End Financial Considerations (7:01)
      • Beneficiary Review Importance (9:06)
      • Charitable Contributions and Deadlines (9:55)
      • Market Focus (10:31)
      • Interest Rate Policy Discussion (15:09)
      • Looking Ahead (19:42)
      Afficher plus Afficher moins
      22 min
    • Episdoe 62 - September 2025

      Episdoe 62 - September 2025
      Oct 10 2025

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

      • Market Update (Starts at: 0:20)
      • Portfolio Update (1:30)
      • Reasons To/Not to Invest (2:13)
      • Positive Market Trends (4:41)
      • Role of Gold in Portfolios (6:12)
      • Federal Reserve Policy and Interest Rates (8:24)
      • Government Shutdown (10:40)
      • Looking ahead (12:14)
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      15 min
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