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GR8 Financial Sense Podcast  

GR8 Financial Sense Podcast

Author: Ryan Sheffer, James Walsh and Derek Van Solkema

Hosted by Ryan Sheffer, CFP, MSF, James Walsh, CMFC, and Derek Van Solkema, CFP, financial advisers at Advance Capital Management. Each month, Ryan, James 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:
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Language: en-us

Genres: Business, Education, Investing

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Episode 66 - January 2026
Episode 66
Tuesday, 17 February, 2026

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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