『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
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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 個人ファイナンス 経済学
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  • Episode 72 - July 2026

    Episode 72 - July 2026
    2026/08/21

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

    • Market Overview (starts at 0:45)
    • Portfolio Updates (1:31)
    • Tech and Financial Market Trends (2:27)
    • Market Cleansing and AI Sustainability (3:43)
    • Risk of Excessive Leverage (5:08)
    • Asset Class Rotation Trends (7:21)
    • Asset Allocation & Tax Efficiency Strategies (8:38)
    • Looking ahead (11:26)
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    13 分
  • Episode 71 - June 2026

    Episode 71 - June 2026
    2026/07/13

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

    • Market Overview (starts at 0:37)
    • Portfolio Updates (2:44)
    • Importance of Diversification (5:00)
    • Impact of the Largest IPO in History (7:13)
    • New Fed Chair Update (9:24)
    • Inflation and Economic Indicators (12:11)
    • Understanding Withdrawal Rates (15:15)
    • Looking ahead (19:09)
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    21 分
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