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

o Demand vs Supply Economy (8:32)

o DOGE (11:25)

o Are 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)