『GR8 Financial Sense Podcast』のカバーアート

GR8 Financial Sense Podcast

GR8 Financial Sense Podcast

著者： Ryan Sheffer and Derek Van Solkema
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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 個人ファイナンス 経済学
エピソード
  • Episode 67 - February 2026

    Episode 67 - February 2026
    2026/03/13

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

    • Market Overview (starts at 01:00)
    • Portfolio Updates (03:24)
    • US-Iran Conflict (04:19)
    • Impact on Oil Prices (07:06)
    • New Fed Chair Nomination (8:22)
    • Corporate Earnings (10:22)
    • Client Communications from Schwab (11:53)
    • Looking ahead (13:57)
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    16 分
  • Episode 66 - January 2026

    Episode 66 - January 2026
    2026/02/17

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

    • Market Overview (starts at 01:27)
    • Portfolio Adjustments and Strategies (3:00)
    • Precious Metals Insights (5:54)
    • Fed Chair Nominations (10:12)
    • Quantitative Easing (12:04)
    • Fraud Awareness During Tax Season (13:46)
    • Tax Form Questions (15:44)
    • Looking ahead (17:20)
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    20 分
  • Episode 65 - December 2025

    Episode 65 - December 2025
    2026/01/21

    Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:

    • Market Overview (starts at 01:00)
    • Portfolio Update (3:05)
    • Irony in December (5:45)
    • Resilient Economics (7:58)
    • Record US Corporate Earnings (9:42)
    • Summary of 2025 (12:42)
    • Interest Rates and Economic Stability (17:18)
    • Looking ahead (20:00)
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    21 分
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