<p> In this month's episode, we cover these topics:</p><ul><li>Market Update (Starts at 0:19)</li><li>Portfolio Update (1:50)</li><li>Trade & Tariff Deals (2:15)</li><li>Interest Rates/Bonds/Deficits – The Big Beautiful Bill (4:00)</li><li>Estate Planning Components (6:59)</li><li>Roth/Traditional IRA (8:42)</li><li>Warren Buffett's Retirement and Legacy (9:36)</li><li>Looking Ahead (11:49) </li></ul>

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)

<p> In this month's episode, we cover these topics:</p><ul><li>Market Update (Starts at 0:19)</li><li>Portfolio Update (1:50)</li><li>Trade &amp; Tariff Deals&nbsp;(2:15)</li><li>Interest Rates/Bonds/Deficits – The Big Beautiful Bill (4:00)</li><li>Estate Planning Components (6:59)</li><li>Roth/Traditional IRA (8:42)</li><li>Warren Buffett's Retirement and Legacy (9:36)</li><li>Looking Ahead (11:49) </li></ul>

Episode 58 - May 2025

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:

Business

Education

Investing

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:

Share Episode 58 - May 2025

Sign up to save your podcasts

Episode 58 - May 2025

Episode 58 - May 2025