GR8 Financial Sense Podcast: Recent Episodes
Ryan Sheffer and James Walsh
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. Contact Us: Email Ryan (mailto:rsheffer@acadviser.com), Connect on LinkedIn (https://www.linkedin.com/in/ryan-sheffer-b5984010/) Email James (mailto:jwalsh@acadviser.com), Connect on LinkedIn (https://www.linkedin.com/in/james-j-walsh-216622152/) Disclosure: https://www.acadviser.com/disclosure/ (https://www.acadviser.com/disclosure/)
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)
In this month's episode, we cover these topics:
- Market & Portfolio Overview (starts at 1:09)
- Differences Between Dow vs. S&P (02:51)
- Market Performance in May (05:00)
- Outlook on Oil Prices (07:12)
- Fed Chair Confirmation (08:12)
- Discussion on Roth IRA Conversions (10:00)
- Importance of Financial Planning (12:59)
- Looking ahead (17:00)
In this month's episode, we cover these topics:
- Market Overview (starts at 00:53)
- Portfolio Updates (01:39)
- Oversold Market and Stabilization (02:23)
- Corporate Earnings Insights (04:10)
- Discussion on AI Investments (06:30)
- Use Cases for AI as a Firm (9:40)
- Federal Reserve Update (11:16)
- Looking ahead (13:16)
In this month's episode, we cover these topics:
- Market Overview (starts at 02:00)
- Portfolio Updates (03:01)
- Market Impact of Geopolitical Conflict (03:45)
- Impact on Oil Prices (06:11)
- Geopolitical Risks to Portfolios (8:36)
- Structural Risks to Portfolios (10:27)
- Understanding Normal Market Behavior (11:46)
- Looking ahead (13:38)
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)
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)
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)
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)
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)
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)
In this month's episode, we cover these topics:
- Market Update (Starts at 0:32)
- Investment Strategies in Changing Markets (1:57)
- Federal Reserve Meeting Insights from Jackson Hole (3:46)
- Understanding Breadth of Market (4:55)
- Strong Corporate Earnings (8:04)
- Housing, Consumer and Jobs Reports (9:00)
- International Market Trends (12:31)
- Looking ahead (14:35)
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)
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)
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)
In this month's episode, we cover these topics:
- Market Update (starts at 0:43)
- Portfolio Update (1:47)
- Volatility Bonanza (4:41)
- What Caused It (5:55)
- What Did We See (during volatility in April) – Underlying Themes (7:18)
- Strategic Uncertainty (9:55)
- GDP – Recession and the Market (13:55)
- Looking Ahead (15:42)
In this month's episode, we cover these topics:
- Market Update (starts at 0:42)
- Portfolio Update (1:21)
- Seasonality of the Market (2:53)
- Anatomy of Concern (4:29)
- Does President Trump Have a Plan? (8:39)
- CD's Maturing? Money Market vs. CD's (12:13)
- Tax Efficiency (13:56)
- Looking Ahead (15:45)
Recorded March 5, 2025
In this month's episode, we cover these topics:
•Market Update (starts at 0:59)
•Portfolio Update (3:00)
•Anticipated Weakness (5:16)
•Frequentism (6:32)
•Lesson in Economies
oDemand vs Supply Economy (8:32)
o DOGE (11:25)
oAre they taking my Social Security? (13:53)
•Looking Ahead (16:51)
In this month's episode, we cover these topics:
- Market Update (starts at 0:39)
- Portfolio Update (1:30)
- Tariffs – Strengthening Dollar? (4:36)
- Tariffs – Art of the Deal? (7:55)
- Tariffs – Opportunities? (9:14)
- Confidence in your Advisor (11:52)
- Added Dimension (15:00)
- Looking Ahead (17:13)
Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:
- Market Update
- Portfolio Update
- Market Weakness
- Post-Election Digestion
- US Dollar Wrecking Ball
- Crypto – Is it time?
- Looking Ahead – Short Term 2025
- Looking Ahead – Longer Term
In this month's episode, we cover these topics:
- Market Update (starts at 1:01)
- Portfolio Update (1:48)
- Post Election Market Movement - Short Term (2:23)
- Post Election Market Movement - Bigger Picture (5:09)
- Cabinet and Congress will be different (9:20)
- Treasure Secretary & the Fed (11:19)
- Tariffs (13:23)
- Looking Ahead (16:02)
In this month's episode, we cover these topics:
- Market Update (starts at 1:01)
- Portfolio Update (5:32)
- Election Positioning (6:44)
- Buyers & Sellers on BOTH sides (7:42)
- Removing Emotion (9:26)
- Absolute Power…..It is NOT (10:16)
- Outcome Trade? (11:52)
- Looking Ahead (13:44)
In this month's episode, we cover these topics:
- Market Update (starts at 0:35)
- Portfolio Update (2:28)
- Philosophy Behind the Allocation (3:12)
- Structure of the Portfolio (6:50)
- Rate Cut (9:38)
- Inflation Sanity Check (15:55)
- Forward Valuations (17:07)
- Looking Ahead (18:38)
In this month's episode, we cover these topics:
- Market Update (starts at 0:44)
- Portfolio Update (2:09)
- What is NOT normal... (3:25)
- Election (5:14)
- Jackson Hole – Take Jerome Powell at his word? (7:24)
- Jackson Hole – Turbulance (10:26)
- Veracity of Markets (11:20)
- Looking Ahead (12:54)
In this month's episode, we cover these topics:
- Market Update
- Portfolio Update
- Revisit Risk/Volatility
- Long Term Story
- Opportunities
- Tone of the Fed
- Economic Mixed Bag
- Looking ahead
In this month's episode, we cover these topics:
Market Update (starts at 0:50)
Portfolio Update (2:00)
Investor Sentiment/”Higher Still” (3:45)
Not all Indices are Equal (8:55)
Two Sides to the Risk (12:05)
Mid-Year Look Back (15:00)
Remember this environment (16:40)
Looking ahead (18:35)
In this month's episode, we cover these topics:
Market Update (starts at 1:50)
Portfolio Update (3:00)
Earnings & Fundamentals (4:50)
The “Machine” (6:30)
What do you do? (9:50)
Data Dump (13:20)
Looking ahead (15:45)
You can watch the video version here: https://acadviser.wistia.com/medias/sia1mbdjgq
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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.
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.
Video version: https://acadviser.wistia.com/medias/y391yl27h9
Investment advisory services provided by Advance Capital Management, a registered investment adviser.
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Investment advisory services provided by Advance Capital Management.
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Investment advisory services provided by Advance Capital Management.
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Investment advisory services are provided by Advance Capital Management, Inc.
You can watch the video version of this episode here: https://acadviser.wistia.com/medias/94wnm5avok
Investment advisory services are provided by Advance Capital Management, Inc.
Watch the video version here: https://acadviser.wistia.com/medias/uifvv0tmq0
Investment advisory services are provided by Advance Capital Management, Inc.
You can watch the video version of this episode here: https://acadviser.wistia.com/medias/wkkhbyzqq6
Investment advisory services are provided by Advance Capital Management, Inc.
Video version of this podcast can be found at: https://acadviser.wistia.com/medias/wg6u8bk3p2
Investment advisory services are provided by Advance Capital Management, Inc.
You can watch the video version of this episode here: https://acadviser.wistia.com/medias/cwkyzuxi5s
Advisory services offered through Advance Capital Management, an investment adviser registered with the U.S. Securities & Exchange Commission. 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. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
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(This is our 17th regular monthly episode.)
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