GR8 Financial Sense Podcast

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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. Investment advisory services are provided by Advance Capital Management, Inc. Contact Us:

Ryan Sheffer and James Walsh


    • May 13, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 15m AVG DURATION
    • 57 EPISODES


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    Latest episodes from GR8 Financial Sense Podcast

    Episode 57 - April 2026

    Play Episode Listen Later May 13, 2025 17:47


    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)

    Episode 56 - March 2025

    Play Episode Listen Later Mar 31, 2025 18:24


    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)

    Episode 55 - February 2025

    Play Episode Listen Later Mar 7, 2025 19:46


    Recorded March 5, 2025In 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 o Demand vs Supply Economy (8:32)o DOGE (11:25)o Are they taking my Social Security? (13:53)• Looking Ahead (16:51)

    Episode 54 - January 2025

    Play Episode Listen Later Feb 12, 2025 20:00


    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)

    Episode 53 - January 2025

    Play Episode Listen Later Jan 14, 2025 20:27


    Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:Market UpdatePortfolio UpdateMarket WeaknessPost-Election DigestionUS Dollar Wrecking BallCrypto – Is it time?Looking Ahead – Short Term 2025 Looking Ahead – Longer Term

    Episode 52 - December 2024

    Play Episode Listen Later Dec 26, 2024 18:10


    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)

    Episode 51 - November 2024

    Play Episode Listen Later Nov 5, 2024 16:36


    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)

    Episode 50 - October 2024

    Play Episode Listen Later Oct 15, 2024 21:35


    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)

    Episode 49 - September 2024

    Play Episode Listen Later Sep 11, 2024 14:49


    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)

    Episode 48 - August 2024

    Play Episode Listen Later Aug 13, 2024 20:48


    In this month's episode, we cover these topics:Market UpdatePortfolio UpdateRevisit Risk/VolatilityLong Term StoryOpportunitiesTone of the FedEconomic Mixed BagLooking ahead

    Episode 47 - July 2024

    Play Episode Listen Later Jul 17, 2024 20:31


    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)

    Episode 46 - June 2024

    Play Episode Listen Later Jun 20, 2024 17:49


    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

    Episode 45 - May 2024

    Play Episode Listen Later May 14, 2024 16:01


    You can watch the video version here: https://acadviser.wistia.com/medias/4lyoc3u5rzRecorded May 6, 2024Advance 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.

    Episode 44 - April 2023

    Play Episode Listen Later Apr 10, 2024 17:50


    Episode 43 - March 2023

    Play Episode Listen Later Mar 12, 2024 19:08


    You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3divRecorded March 6, 2024Advance 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.

    Episode 42 - February 2023

    Play Episode Listen Later Feb 14, 2024 17:53


    Video version: https://acadviser.wistia.com/medias/y391yl27h9Investment advisory services provided by Advance Capital Management, a registered investment adviser.

    Episode 41 - January 2024

    Play Episode Listen Later Jan 22, 2024 18:01


    Watch the video version of the podcast here: https://acadviser.wistia.com/medias/4vr80udsnzInvestment advisory services provided by Advance Capital Management.

    Episode 40 - December 2023

    Play Episode Listen Later Dec 14, 2023 20:44


    Watch the video version here: https://acadviser.wistia.com/medias/4gpsp8viz8Investment advisory services provided by Advance Capital Management.

    Episode 39 - November 2023

    Play Episode Listen Later Nov 14, 2023 14:10


    Watch the video version at: https://acadviser.wistia.com/channels/utduvhdp8xInvestment advisory services are provided by Advance Capital Management, Inc.

    Episode 38 - October 2023

    Play Episode Listen Later Oct 12, 2023 14:51


    You can watch the video version of this episode here: https://acadviser.wistia.com/medias/94wnm5avokInvestment advisory services are provided by Advance Capital Management, Inc.

    Episode 37 - September 2023

    Play Episode Listen Later Sep 11, 2023 20:29


    Watch the video version here: https://acadviser.wistia.com/medias/uifvv0tmq0Investment advisory services are provided by Advance Capital Management, Inc.

    Episode 36 - August 2023

    Play Episode Listen Later Aug 18, 2023 16:26


    Watch the video version here: https://acadviser.wistia.com/medias/dfv2bvl4xe

    Episode 35 - July 2023

    Play Episode Listen Later Aug 17, 2023 19:07


    You can watch the video version of this episode here: https://acadviser.wistia.com/medias/wkkhbyzqq6Investment advisory services are provided by Advance Capital Management, Inc.

    Episode 34 - June 2023

    Play Episode Listen Later Jun 9, 2023 17:19


    Video version of this podcast can be found at: https://acadviser.wistia.com/medias/wg6u8bk3p2Investment advisory services are provided by Advance Capital Management, Inc.

    Episode 33 - May 2023

    Play Episode Listen Later May 11, 2023 16:05


    You can watch the video version of this episode here: https://acadviser.wistia.com/medias/cwkyzuxi5sAdvisory 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.

    Episode 32 - April 2023

    Play Episode Listen Later Apr 13, 2023 16:01


    Watch the video version of this episode here: https://acadviser.wistia.com/medias/qrelvzke7y

    Episode 31 - March 2023

    Play Episode Listen Later Mar 13, 2023 16:26


    You can watch the video version of this episode here: https://acadviser.wistia.com/medias/9fokh47u8o#

    Episode 30 - February 2023

    Play Episode Listen Later Feb 10, 2023 15:25


    Watch the video version of this episode at: https://acadviser.wistia.com/medias/7rbsqr4ri8

    Episode 29 - January 2023

    Play Episode Listen Later Jan 17, 2023 16:26


    You can watch the video version of this episode here: https://acadviser.wistia.com/medias/2gr6cgnmzh

    Episode 28 - December 2022

    Play Episode Listen Later Dec 13, 2022 12:55


    You can watch the video version here: https://acadviser.wistia.com/medias/w5z9ovyifl#

    Episode 27 - November 2022

    Play Episode Listen Later Nov 17, 2022 15:25


    If you prefer to watch a video version instead, you can access that here: https://acadviser.wistia.com/medias/dfg3687t3e

    Episode 26 - October 2022

    Play Episode Listen Later Oct 24, 2022 16:26


    To watch the video version of this episode, go to: https://acadviser.wistia.com/medias/316y15gfe6

    Episode 25 - September 2022

    Play Episode Listen Later Sep 13, 2022 12:55


    You can watch the video version of this episode here: https://acadviser.wistia.com/medias/tox9ddevm4

    Episode 24 - August 2022

    Play Episode Listen Later Aug 19, 2022 11:22


    If you prefer to watch a video version instead, you can access that here: https://acadviser.wistia.com/medias/ilny4ad5pl

    Episode 23 - July 2022

    Play Episode Listen Later Jul 15, 2022 13:34


    Watch the video version at: https://acadviser.wistia.com/medias/vdv0qa30vq

    Episode 22 - June 2022

    Play Episode Listen Later Jun 10, 2022 9:39


    Watch video version here: https://acadviser.wistia.com/medias/mbyi1r55ry

    Episode 21 - May 2022

    Play Episode Listen Later May 12, 2022 14:08


    You can watch the video version at: https://acadviser.wistia.com/medias/t2t3qp28sb

    Episode 20 - April 2022

    Play Episode Listen Later Apr 14, 2022 14:08


    Watch the video version at: https://acadviser.wistia.com/medias/gmkzwmts1u

    Episode 19 - March 2022

    Play Episode Listen Later Mar 14, 2022 13:18


    Watch the video version of this episode here: https://acadviser.wistia.com/medias/2lxymwn21g#

    Episode 18 - February 2022

    Play Episode Listen Later Feb 11, 2022 12:11


    Watch the video version of this podcast here: https://acadviser.wistia.com/medias/d39aa1re1f(This is our 17th regular monthly episode.)

    Episode 17 - January 2022

    Play Episode Listen Later Feb 9, 2022 9:07


    Watch the video version here: https://acadviser.wistia.com/medias/nd65wfo2l0

    Episode 16 - December 2021

    Play Episode Listen Later Dec 13, 2021 11:02


    Click here to watch the video version: https://acadviser.wistia.com/medias/ep5yiscshz

    Episode 15 - November 2021

    Play Episode Listen Later Nov 11, 2021 8:34


    Video version: https://acadviser.wistia.com/medias/gtvo7z9b34

    Episode 14 - October 2021

    Play Episode Listen Later Oct 11, 2021 13:39


    You can watch the video version of the podcast here: https://acadviser.wistia.com/medias/lguarkmmrk

    Episode 13 - Special Edition Anatomy of Volatility

    Play Episode Listen Later Oct 6, 2021 9:31


    Episode 12 - September 2021

    Play Episode Listen Later Sep 10, 2021 11:44


    You can watch the video version of this podcast here: https://acadviser.wistia.com/medias/7jmmlqas61

    Episode 11 - August 2021

    Play Episode Listen Later Aug 18, 2021 12:35


    If you prefer to watch a video version instead, you can access that here: https://acadviser.wistia.com/medias/glrnp1og84

    Episode 10 - July 2021

    Play Episode Listen Later Jul 19, 2021 12:43


    If you prefer to watch a video version instead, you can access that here: https://acadviser.wistia.com/medias/1rpmrbori6

    Episode 9 - June 2021

    Play Episode Listen Later Jun 16, 2021 10:04


    Watch video version here: https://acadviser.wistia.com/medias/5qfmvqmoq7

    Episode 8 - May 2021

    Play Episode Listen Later May 14, 2021 9:07


    For the video version, visit:https://acadviser.wistia.com/medias/i79k06ma42#

    Episode 7 - April 2021

    Play Episode Listen Later Apr 13, 2021 15:41


    For the video version, visit:https://acadviser.wistia.com/medias/oreuvhx5v3

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