Shows
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsNavigating Your Epic Equity: From Vesting to Exit PlanningHow does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning?In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond.Check out our new Epic...
2025-10-1625 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsIs the S&P 500 Really Diversified? The Hidden Risks Investors IgnoreIn this episode of Gimme Some Truth, hosts Clint Walkner and Syl Michelin take a closer look at the S&P 500 index, separating fact from fiction. Many investors assume the S&P 500 is broadly diversified and a true reflection of the U.S. economy—but the reality is more complex.We break down the history and performance of the S&P 500, uncover the truth about its concentration in mega-cap tech stocks and select sectors, and explain why relying on it as a sole investment strategy carries significant risks. You’ll also learn how global fact...
2025-08-2516 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCrypto and Stablecoins Explained: What Expats Need to Know About the GENIUS ActIn this episode of Gimme Some Truth, hosts Clint Walkner and Keith Poniewaz break down the fast-changing world of cryptocurrency and stablecoins, focusing on how the new GENIUS Act legislation affects expats and global investors.We cover everything from the basics of crypto and stablecoins to their real-world applications, highlighting the benefits, challenges, and risks these digital assets bring. Learn how the GENIUS Act is reshaping cross-border transactions, what it means for international remittances, and the tax implications and regulatory concerns expats should prepare for.Whether you’re an ex...
2025-08-1926 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsRethinking Social Security: When Might Claiming Benefits Early Be in Your Best Interest?In this episode of Gimme Some Truth, financial advisors Nate Condon and Clint Walkner explore whether it makes sense to claim Social Security early—as early as age 62 or 63—rather than waiting until 70.📊 They challenge the traditional advice to delay benefits and explain how early Social Security claiming can support meaningful lifestyle choices like travel, hobbies, and enjoying retirement while you're still young and active.Key topics covered:Pros and cons of claiming Social Security at 62, 63, or full retirement ageHealth, longevity, and spe...
2025-08-0415 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsWalkner Condon Acquires King Financial Group, LLC | Meet Andy KingIn this episode of Gimme Some Truth, Clint and Nate welcome Andy King, the newest advisor joining Walkner Condon Financial Advisors. Andy brings decades of experience, a deep commitment to his clients, and a thoughtful approach to succession planning. Along with his assistant Regan Miller, Andy shares why he chose to merge with Walkner Condon, how he built King Financial Group, and what lies ahead for their clients.Whether you're a client, a fellow advisor, or just curious about how financial advisors plan their own retirement transitions—this episode offers a candid, behind-the-scenes look at the heart of...
2025-06-1912 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsUnderstanding Alternative Investments | Private Equity, Real Estate, Crypto & MoreIn this episode of Gimme Some Truth, we dive deep into alternative investments—exploring everything from private equity and private debt to real estate, commodities, crypto, and hedge funds. Nate Condon and Clint Walkner from Walkner Condon Financial Advisors explain how access to these investment options has evolved and what individual investors should know before diving in.Whether you're a high-net-worth investor or someone exploring portfolio diversification beyond stocks and bonds, this episode delivers clear explanations and real-world examples to help you understand risks, rewards, and opportunities in today’s alternatives landscape.🔔 Subscribe for more investm...
2025-05-2726 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsLooking Ahead After Tax Season: Estimated Taxes and Financial PreparationTax Day might be over, but smart financial planning never stops! 🧾 In this episode of Gimme Some Truth, Clint Walkner and Alicia Vande Ven, CFP® share actionable strategies for handling estimated tax payments, improving your tax efficiency, and staying organized all year long. Whether you're self-employed, managing investments, or just want to avoid surprises next April, this episode is packed with tips! 📈⏰ Timestamps:00:00 – Welcome: After Tax Day reflections01:00 – Transition from volunteer to professional tax preparation03:00 – Why estimated tax payments matter05:00 – How capital gains and bank interest affect your taxes...
2025-04-2818 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsHow to Conquer Market Fear | Investment Strategies for Volatile Times (2025 Insights)Are market fluctuations stressing you out? You're not alone. In this episode of Gimme Some Truth, financial advisors, Nate Condon and Andrew Klein, discuss how to manage fear during uncertain markets, drawing on lessons from the past and offering clear strategies for the present.🔍 Discover:Why market fear happens and how to handle itEmotional traps investors fall intoStrategic actions to take in turbulent timesHow to protect and optimize your long-term financial planThis episode is packed with actionable advice, whether you're saving for retirement, man...
2025-04-1423 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals🏠 Home Buying Challenges in 2025: Rising Rates, Low Inventory & Smart StrategiesIn this episode of Gimme Some Truth, hosts Nate Condon and Clint Walkner sit down with special guest Ryan Smith from Guild Mortgage to discuss the challenges of buying a home in 2025. With rising interest rates, low housing inventory, and a competitive market, homebuyers need to be strategic to secure the best deals.What You’ll Learn:✅ How rising mortgage rates impact home affordability✅ The housing supply shortage and its effect on buyers✅ Smart mortgage strategies to win in a competitive market✅ Creative financing options to improve your loan approval c...
2025-03-1727 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsFrom Sharpie Notes to Living Abroad: Introducing Tahlia!🎉 Meet Tahlia Micoley, the newest addition to Walkner Condon Financial Advisors! From studying finance to navigating international taxation, she brings a unique perspective—plus a Sharpie-fueled approach to note-taking! 🖊️.🎙️ Meet Tahlia! – Introduction & background (0:38)🌍 Living Abroad Challenges – Banking, visas, and dealing with bureaucracy (1:10)📖 The Power of Writing for Learning – Why handwriting notes is better than typing (3:45)🏦 Studying Finance & Career Growth – Transitioning from university to wealth management (6:29)💡 Working in Financial Advisory – Key insights from the job & what surprised her (9:57)💰 Understanding International Taxation – How tax rules differ across countries (14:03)🇫🇷 Why France’s Tax Treaty is Surprisingly Good – Uniqu...
2025-03-1020 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsThe Upcoming Year at Walkner CondonNate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon
2024-04-2226 minGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsEverything You Need to Know About Direct IndexingOn this week's episode of Gimme Some Truth Syl Michelin, Stan Farmer, and Nate Condon talk about Direct Indexing. What is it? How does it work? What should you know about it?
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2023-07-1834 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsState of the Firm: Walkner CondonClint Walkner and Nate Condon dive into the state of the firm from new hires, to new software, to classic films we shamefully have never seen. Get all the updates on what is going down in Madison, Wisconsin on Monroe Street.
2023-05-1124 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsThe Next Generation of Financial Advisors: What Happens When Your Advisor Retires?How old is your financial advisor? For many, the image that first comes to mind of a financial advisor is an older man. And there’s data to back that up. Around 40% of financial advisors are set to retire in the next 10 years, which will ultimately shake up the advising landscape.
In this episode of Gimme Some Truth, we gathered our three youngest advisors at Walkner Condon – Alicia Vande Ven, Candidate for CFP® Certification, M.S.; Mitch DeWitt, CFP®, MBA; and Polly Price – to discuss the future of advising, a future they'll be a part of. Alica, Mitch, and...
2022-11-2531 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsInvesting in Commercial Real Estate, with Real Estate Analyst Jorgio HopkinsIn this brand-new episode of Gimme Some Truth, we delve into a topic we haven’t covered previously on the podcast – Commercial Real Estate. MLG Capital real estate analyst Jorgio Hopkins – a Madison native and UW-Madison grad – sits down with Walkner Condon's Jonathon Jordan, CFP, CEPA, and Nate Condon to cover the basics of this potential investing avenue. They go over the essentials of the sector, how broader investing themes like COVID-19 & interest rates have impacted commercial real estate, and how potential investors can access these types of investments.
Questions about this topic or other topics you'd like us to...
2022-11-1228 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsFinancial Markets Q3 Recap: "Trepidation in the Markets"How did the markets fare in the third quarter? What trends are unfolding this year? And what’s on the horizon for the rest of the year?
Nate Condon and Clint Walkner unearth the answers to those questions (and more) in this bonus episode of Gimme Some Truth, our Q3 market recap. Armed with data from JPMorgan’s Guide to the Markets, Clint & Nate explore the drivers of inflation, U.S. market outperformance, bonds, and more.
Questions related to this podcast or topics you'd like us to cover in future episodes of Gimme Some Truth? Send...
2022-10-2151 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsShould We Be Freaking Out Right Now? Comparing Stock Market Conditions Between 2018 & 2022Is it 2018 again? Several of the financial factors at play this year are very evocative of four years ago. So much so, in fact, that Walkner Condon financial advisors Mitch DeWitt and Nate Condon thought about just re-posting this 2018 market commentary episode titled, “Should We Be Freaking Out Right Now?”
Instead, we thought better of that idea and decided on using a few audio highlights of that episode in a fresh recording with advisors Mitch, Nate, and Polly Price. They cover the similarities in mortgage rates, yield curve, and the Federal Funds Rate, and once again pose the...
2022-10-0836 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals"Budgeting" for High-Net-Worth Families: How to Think about Cash Flow ManagementThe words ‘budget’ and ‘budgeting’ often carry negative connotations: “It’s not in the budget” or “let’s sit down and take a look at the budget.”
For high-net-worth families and individuals, it might not be the negative connotations as much as a budget seeming unnecessary if you have comfortable salaries and a disposable income cushion. And while we’re not fans of the word ‘budget’ either, we felt it was important to put the word front and center to jumpstart the conversation about what high-net-worth families should think about when it comes to the topic.
In this episode, Clint Wal...
2022-09-2338 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsCrypto Winter: The Rocky Ride of Cryptocurrencies in 2022Here in Wisconsin, it’s still very much summer. But for some investors, winter has set in – crypto winter, that is. In this episode, Clint Walkner – who came dressed for the occasion – and Nate Condon discuss the sharp downturn in the cryptocurrency markets. Cryptos like Bitcoin, Ethereum, and Dogecoin have all plunged more than 40% in the last year. Crypto investing platforms like Voyager have filed for bankruptcy – Clint has first-hand knowledge of this, unfortunately. And there’s a lot of uncertainty about the future of crypto assets.
Clint & Nate start by trying to pinpoint what type of asset crypto is...
2022-08-2633 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsPassing the Series 65 Exam: Polly's Journey to Becoming a Financial AdvisorWalkner Condon is committed to producing educational content to better inform our listeners, viewers, readers, and current clients on the myriad financial topics. That's how this podcast came about. But we’re also committed to the continuing education and career advancement of our staff members.
In this episode, Polly Price – who began her journey at Walkner Condon as a client service specialist – discusses her path to passing the Series 65 exam. The Series 65 is the licensing needed to become a financial advisor, and it's a big step toward Polly's goal of advising in a full-time role.
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2022-08-1927 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsThe Rise of the Dollar: Exploring the Factors at Play in the Renewed Strength of the DollarThis was an episode that first appeared on the Gimme Some Truth feed, but we felt the topic was just as important to U.S. expats and Americans living abroad. After all, the currency markets obviously carry international implications. And as Syl points out, the strength of the dollar means it's a great time to be an American traveling abroad (as long as you can get there in a somewhat inexpensive fashion).
Syl Michelin, a Chartered Financial Analyst and U.S. expat financial advisor, sits down with Nate Condon – one of the founding partners of Walkner Condon – to di...
2022-07-3031 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsMeet Our New Financial Advisor: Alicia Vande Ven – Candidate for CFP® Certification & "Geek with a Tan"There’s a new face – and voice – here at Walkner Condon. In this installment of Gimme Some Truth, we get to know Alicia Vande Ven, the newest fee-only financial advisor on our team that works with clients locally in the Madison area (and around the country).
Alicia has quite the background – from working in Human Resources at Epic Systems in Madison, owning a homemade candle business, becoming a financial advisor, and being the parents of three kids. And outside of work, as she likes to put it, she enjoys being outdoors just as much as being indoors. Find out m...
2022-07-2924 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsBONUS: 2022 Mid-Year Review – Inflation, Interest Rates & PerformanceAfter hosting our State of the Market Webinar on July 13, we thought it important to cover similar subjects from that webinar in a more condensed, audio-friendly fashion.
Nate Condon and Clint Walkner team up to explore trends in the market through the first half of 2022. They go over year-to-date stocks and bonds performance – plus a look back on stocks and bonds – treasuries and mortgages, inflation, the inverted yield curve, and more.
Questions, comments, or anything else you'd like us to cover on the markets so far in 2022? Don't hesitate to reach out to us via email at...
2022-07-2240 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsDollar Strength: Is the Dollar Getting Stronger or are Other Currencies Underperforming?With a team of advisors who work with clients in the Madison area and a separate team of advisors who work with Americans living abroad, there's probably more ongoing conversation about currency in the Walkner Condon office than in most other firms our size. Which is exactly how this episode about the strength of the U.S. dollar came to be.
After an office conversation about the strength of the dollar vs. the Euro, Nate Condon and Syl Michelin, CFA, decided to take their conversation to the studio to discuss it more in-depth. They cover the importance o...
2022-07-1431 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsScaling an RIA: From 2 to 10 and Beyond – Advisors, Support Staff & Space ConstraintsAfter somehow finding themselves in a somewhat brief 10-minute aside about Kraft Mac & Cheese, Taco Bell, Disneyland, and waterparks, Clint Walkner and Nate Condon dive into another installment of their journey of going from working in the Broker-Dealer (BD) space to owning and operating a Fee-Only Registered Investment Advisor (RIA) firm.
In this episode of B-D to Fee-Only RIA, Clint and Nate focus on scaling in terms of staffing, spacing, and technology. After starting as just Nate and Clint for the first five years, Walkner Condon grew to a third advisor in 2017 and a fourth advisor in 2018. T...
2022-07-0632 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsIs Your Home Still Covered? A Quick Conversation on Liability, Property & Casualty, and Umbrella CoverageLike many episodes of Gimme Some Truth, this one on liability was developed from lots of advanced legwork, methodically sculpted until it reached its culmination at the time of recording. Well, that's not quite true. Clint Walkner – one of the founding partners of Walkner Condon – shared a personal anecdote about his own liability coverage a few minutes before the scheduled recording, and it snowballed from there. But, nonetheless, it's an important subject, with an actionable ending for you, the listener, from Clint.
So, what would happen if your home burned down tomorrow? If you're a household employer, what...
2022-06-1716 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals"Finding" the Bottom: Time In The Market Is More Important Than Timing It"With chaos, comes opportunities."
What we often hear from clients and prospective clients in times of market downturn is something along the lines of, "Should I still stay invested? Or should I wait until things smooth out and re-enter later?
While we certainly understand the sentiment behind wanting to get out when things are going poorly, the statistics tell a different story, especially when it comes to the proximity of the best and worst days. As Syl Michelin, CFA, alludes to in the episode – the quote featured above – some of the best days come during period...
2022-05-2731 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsFrom Broker-Dealer to Independent RIA - 10 Years Into Owning Our Financial Planning FirmThinking of starting your own independent Registered Investment Advisor (RIA) Firm? Or maybe mulling a move from one of the big wirehouses to an RIA?
A few years back (circa 2019), the co-founders of Walkner Condon Financial Advisors – Nate Condon and Clint Walkner – sat down on Gimme Some Truth to discuss their journey from the Broker-Dealer world to the independent RIA space. Now, it's been 10 years since Nate and Clint first opened the doors to their financial planning firm. Plenty has happened in the last few years alone, much less the last 10.
In this bonus episode of G...
2022-05-1937 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsETFs Explained: What are Exchange-Traded Funds? History, Differences with Mutual Funds and MoreWe've covered Exchange-Traded Funds – commonly referred to as ETFs – in myriad ways on Gimme Some Truth previous to this episode. But we've never truly dedicated an episode to ETFs. So this is us doing exactly that, zooming out to go over the basics of ETFs, their history, how they compare with mutual funds, and more.
Mitch DeWitt, MBA, and Jonathon Jordan, CEPA – two of the three Certified Financial Planner™ professionals in the Walkner Condon office – sit down to cover an introductory look at ETFs, including how Mitch is, in fact, slightly older than the first established ETF, SPDRs (Ticke...
2022-05-1327 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsWhat's Happening in the Bond Market? The Scoop on Bonds' Start to 2022"It's kind of like the track runner that's getting started, gets his feet in the blocks, and then tumbles and falls down. That's pretty much what bonds are this year."
Not only is Clint's imagery very descriptive at the outset of this episode (he must've aced high school English class), but it's also quite accurate in terms of how the bond market has fared to open 2022. Many investors have bonds as at least a small part of their portfolio's holdings. But while bonds are typically viewed as a less risky investment with less volatility than things like i...
2022-04-2916 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsBonus Episode: Financial Markets Recap for Q1 2022 – Conflict & Commodities"Did anything work in the first quarter?"
That poignant question posed by Syl Michelin, a Chartered Financial Analyst, to open this episode is more or less the underlying sentiment three months into 2022. But although it feels like the first quarter was an all-around flop, there were some things that worked from an investment standpoint in the opening stanza of the year.
Syl and Stan Farmer, CFP® – one of Syl's counterparts from Walkner Condon's team of U.S. expat financial advisors – recap their main takeaways from the first quarter, the role of commodities, the impact of intern...
2022-04-0526 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsWhat are Commodities in Investing? A Primer on Commodities and Their Place in a Portfolio"You're not going to take deliveries of oil and store them in your basement."
So if you're not buying and selling barrels of oil and holding them at your house, which Syl Michelin points out as a rather cumbersome commodity investing option, how do you invest in commodities as an everyday investor? And what does that look like?
While we've neglected to cover commodities on the podcast previously, it's been discussed more and more because of inflation, rising oil prices in early 2022, and a higher interest rate environment. Clint Walkner – a commodities auditor in a pr...
2022-04-0133 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsTaxes for U.S. Expats and Americans in Portugal, with Mark Van der Linden - Cross Border Tax LawYou can’t spell ‘expat’ without tax. In all seriousness, and because of the complexities of being an American outside of the U.S., it can feel like life abroad revolves around taxes. While our team of financial advisors, who specialize in working with U.S. expats, have discussed taxes previously – not to mention the myriad acronyms – there are tax experts who specifically focus on tax consulting and preparation for expats. One of those experts is Cross Border Tax Law's Mark Vanderlinden, our featured guest on this episode.
A native of the Netherlands who lives in New York – an e...
2022-03-2527 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsShootin' the Breeze with Clint & Nate - Pt. 2With all the negative news lately, it can feel like a daunting, uphill climb to find the positive pieces of information on a day-to-day basis. So instead of discussing inflation, the financial impact of Russia's invasion of Ukraine, or any of the other myriad topics in the news cycle, we decided to shake things up on this edition of Gimme Some Truth and talk about – well, nothing. More specifically, Nate and Clint (along with our mostly trusty producer, Dan) cover the development of this very podcast from its early days to future hopes of venturing into the video – or maybe...
2022-03-1828 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsAmerican Moving to Switzerland: Financial Planning and Investing Factors to Know as a U.S. ExpatNot only is Walkner Condon Financial Advisors' Syl Michelin, CFA, a native of France, but he also spent several years living in Switzerland and holds a Swiss passport. His wealth of knowledge on investing and financial planning as an American in Switzerland is perhaps exceeded only by the copious cliches about watches and chocolate (though, surprisingly, there was only one such reference in this episode). But, as Syl, Stan Farmer, and Keith Poniewaz make note of in this introduction to Switzerland – another in our series of episodes about key countries for U.S. expats – there is much more to life i...
2022-03-1125 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) InvestingMaybe you've thought about how you might invest more sustainably, responsibly, or equitably. Or maybe you've actually heard the term 'ESG' or 'ESG' investing. Regardless of whether you fall into one of those camps, or even if you haven't thought much about sustainable investing (regular investing can be complicated enough, as it is), it has certainly been a burgeoning area within investing over the last few years. Google Trends shows it as recently hitting its peak search interest – a 100 on a 100-point scale – in October 2021. Mitch DeWitt, CFP®, MBA, is joined by Keith Poniewaz, Ph.D. – a member of Walkner C...
2022-03-0424 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsFiling Your 2021 Taxes – A Primer of What to Know for This Year's Tax SeasonIt's the most wonderful time of the year! Whoops, off by a few months there. It's not, in fact, the most wonderful time of the year because it's – drumroll, please – tax season. Sorry, Andy Williams, your catchy holiday tune is no good here. But as dreadful as tax time can be, it's still an important part of any financial situation. Whether you withheld too much and you're about to get a veritable pile of cash from Uncle Sam, or you did the opposite, and you're on the verge of forking over a chunk of change, there are myriad factors at pla...
2022-02-1826 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsTop 5 Destinations for U.S. Expats in 2022 – Best Countries for Investing as an American AbroadAre you an American seriously contemplating a move abroad? Or maybe you're closer to the early stages of that process, thinking about the possibilities of living somewhere outside of the U.S.?
Even if you fall into the latter group – and a move might not be imminent in 2022 – this episode seeks to unearth the most favorable destinations for U.S. expats. And while food, culture, and climate are important components to consider, our trio of U.S. expat financial advisors – Stan Farmer, Keith Poniewaz, and Syl Michelin – hones in on these locales from an investing perspective. After all, the fina...
2022-02-1130 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats2022 Market & Investment Outlook for U.S. ExpatsAfter a holiday hiatus, and a lot of time spent on our 2022 Investment & Market Outlook Guide, our team of U.S. expat financial advisors is back with our first installment of Gimme Some Truth for Expats in 2022. Syl Michelin, our resident CFA® (Chartered Financial Analyst), again headlined this year’s guide with his market outlook piece, a comprehensive look at the year that was in 2021 and what may be on the horizon in 2022, along with factors to keep in mind.
Together, Syl; Syan Farmer, CFP®, J.D.; and Keith Poniewaz, Ph.D., dig deeper into Syl’s piece...
2022-01-2822 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals2022 Market & Investment Outlook: Inflation, Interest Rate Hikes, Volatility – It Only Gets Harder from HereOn the heels of releasing our second annual Market & Investment Outlook Guide, we brought our resident Chartered Financial Analyst (CFA®), Syl Michelin, into the studio to dissect his piece, and the last year, and look forward to what 2022 may have in store. Walkner Condon co-founders Nate Condon and Clint Walkner – who also jump-started this very podcast – weigh in with their thoughts, incorporating each of their pieces from the guide. (Nate wrote on index funds, while Clint covered how it only gets harder from here).
If you have any questions about how the markets have started the year, infla...
2022-01-2626 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsMoving to Germany as a U.S. Expat - Financial & Investing Considerations to Keep in MindWe continue our country-specific journey for U.S. expats with another stop in Western Europe – Germany. Though we haven't dedicated a lot of written content previously to Germany – it's one of our New Year's resolutions to change that! – we know from visitors to our website for U.S. expats that it must be right up there among top destinations. Including the U.S., Germany ranks as our third-highest source of visitors, behind only the U.K, which was our first country-specific destination in our most recent episode. And, several sources back that claim up, listing the number of Americans in Germ...
2021-12-2321 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsNew Year's Resolutions for Your Financial LifeThere are many year-end memes floating around the internet – those who frequent social media know what we're talking about – referencing how painstakingly long, yet shockingly short, 2021 has felt (seriously, the stuck boat was this year?). But, like it or not, 2022 is bearing down on us. And reflecting on the last 12 months, and looking ahead with anticipation, or dread, to the next 12 months, is a natural part of this yearly territory in which we currently find ourselves.
So as cliché as New Year's resolutions might be (new year, new me!), they're not going anywhere, unlike the folks who commit t...
2021-12-2325 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsMoving to the UK as an American: Financial Implications for U.S. Expats in the United KingdomWhile our first three episodes have focused more broadly on the U.S. expat experience and the hangups that typically complicate life for Americans abroad, this installment seeks to hone in on a specific destination – the United Kingdom.
America's long, and somewhat tumultuous relationship with the UK – particularly Great Britain (*ahem* 1776) – makes it a logical place to start our journey of the key countries where U.S. expats wind up. And while the UK is more than one country (thanks to Ted Lasso for this phenomenal quip on the often befuddling breakdown of the UK), it's right up there...
2021-12-1720 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsHow should we handle finances in our marriage, relationship or partnership?Taking the next step in a relationship – cohabitation, marriage, domestic partnership – comes with plenty of new challenges, even for the dynamic of the relationship alone. But moving in together, or moving into new legal territory, can also change how the relationship functions in terms of finances. Who pays what bills? Do we have a joint account for some things? Or is there one account for everything? And what would happen if the relationship ends?
Having a FICO® score as a dating app field is a bit far-fetched, but not finding out about key financial facts until that next re...
2021-12-0926 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsTaxes for Americans Abroad & U.S. Expats with Leo Zimny, CPA & Tax Director at Expat U.S. TaxThough this episode originally aired on our main Gimme Some Truth feed prior to the launch of Gimme Some Truth for Expats, the topic of taxes is a vital one when it comes to the U.S. expat experience. That's why we felt it was imperative to include this introduction to U.S. expat taxes as part of the GST for Expats feed. You can read more about the episode below from the original description.
Walkner Condon international advisors Keith Poniewaz and Stan Farmer bring U.S. expat tax expert Leo Zimny, CPA, on the show to c...
2021-12-0827 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsWhat is the Best Brokerage for Expats?So what's the best brokerage for U.S. expats?
If that's not the question we hear most, then it certainly ranks right up there for the most-asked financial question when it comes to being an American abroad and trying to invest. Like any oft-searched, idiosyncratic inquiry, this question has no one right – or wrong – answer. The best version of a succinct response? "It depends."
Our team of expat advisors – Stan Farmer, CFP®, J.D.; Syl Michelin, CFA®; and Keith Poniewaz, Ph.D. – shed some light on a subject that can be frustrating and nerve-wracking, whether you're alread...
2021-11-3025 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsOur Top Three Investing, Finance & Money Book RecommendationsWith lots of traveling time coming up as we approach the holiday season – and perhaps some additional indoor time for those of us in wintery climes – we thought it'd be a great opportunity to transform this episode into a mini-book club of sorts.
While the phrase 'finance book' may conjure up thoughts of a thick college textbook printed in a six-point font, we can assure you that these recommendations from Clint and Nate are far from that type of finance. Walkner Condon Financial Advisors' founding partners each share their top three books related to business, investing, or money...
2021-11-2532 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsAn Introduction to Financial Planning & Investing for U.S. Expats: The Top Financial Issues for Americans AbroadIn our first episode of Gimme Some Truth for Expats, Keith Poniewaz (Ph.D.), Stan Farmer (CFP®, J.D.) and Syl Michelin (CFA®) bring their first-hand knowledge as expats to the table to set the stage for the podcast, as they outline the key financial complications for Americans outside of the U.S.
Unfortunately, being an American and moving abroad doesn't mean smooth sailing when it comes to avoiding Uncle Sam and those U.S. taxes. Keith, Stan, and Syl detail what citizenship-based taxation means, something that makes the U.S. particularly unique on the taxation front. As...
2021-11-1921 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsOur End-of-Year Financial Planning & Investing To-Do List for the Remainder of 2021Christmas music is on the radio, which means we're somewhere between Halloween and New Year’s Eve. But before we get to the end of the year and start thinking about some New Year's resolutions, there's still some time left to make sure your 2021 to-do items are checked off, and that includes your financial to-do list.
After a long absence on the podcast – somehow almost two months! – Mitch is back on the airwaves with Nate to cover the top items to have on your financial radar as we wrap up 2021. From Required Minimum Distributions – spoiler: they're back in 2021...
2021-11-1126 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsA Conversation on Cryptocurrency and the Direction (and Potential) of Digital CurrenciesIn a moment, the real reason you came here for this episode: Cryptocurrency. For now, a brief aside (in the style of a choose-your-own-adventure novel, you may skip past the next paragraph if you wish to get to the meat of the podcast).
For those who recall our conversation – this podcast – on holiday lighting from last year (and the lengths one should or should not go to decorate their home), you may remember Clint saying he was dead set against paying a company to do it for him. Even if you don't remember, we dredged up the audio...
2021-10-2732 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsSelling or Leaving Your Business? Why a Business Succession Plan is Key, with Jonathon Jordan, Certified Exit Planning AdvisorThere is a preponderance of Baby Boomers who have turned 65 over the last decade. About 10,000 Baby Boomers have hit the traditional retirement age milestone every day since 2011, and everyone in that generation will be 65 by 2030. And while many may be retiring, what about those who own their businesses and can't simply just ride into the sunset?
That's a difficult question and one that applies to more than just the business owners in the Baby Boomer generation. Selling or leaving a business can be a complex situation, often years in the making. In this episode, Walkner Condon's Jonathon J...
2021-10-2226 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsReviewing the Markets: Evaluating Q3 & A Look Ahead to Q4 2021Walkner Condon's Syl Michelin, a Chartered Financial Analyst, is joined by Stan Farmer, CFP®, J.D., and Walkner Condon co-founder Clint Walkner to break down the most recent quarter of 2021 and look ahead to the final quarter of the year. (Where did the time go in 2021?) The three discuss a somewhat turbulent last three months – at least, more so than we've seen since 2020 – how September has a reputation for being the worst month for the S&P historically (although you can't game it, as Clint reminds us), and more. --- Send in a voice message: https://anchor.fm/walkner...
2021-10-0728 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsThe Intersection Between Investing Style and Golf: Patrick Cantlay vs. Bryson DeChambeauEven while watching golf, it's difficult for Nate's mind to not drift toward how the sport might have parallels with investing and financial planning. So it should come as no surprise that after watching this past weekend's 2021 BMW Championship, which saw Patrick Cantlay edge Bryson DeChambeau in a six-hole playoff, Nate had styles of investing on his mind, connected to the opposing styles of Cantlay and DeChambeau. Nate is joined in the booth by Keith Poniewaz – another golf fanatic and member of Walkner Condon's team of U.S. expat financial advisors – to break down the match, and, more importantly, discus...
2021-09-0124 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsWhy Should I Hire (or Fire) a Financial Advisor?It seems like it'd be an obvious answer to the main question posed by the title of this podcast. But the truth is, we hear a number of different reasons when it comes to prospective clients describing why they're seeking out a financial advisor. For some, it's simply because a family member has one, and so it feels like the right path to follow. Some turn to an advisor after a large life event. And there are others who simply want the peace of mind of having a guiding hand when it comes to something as important as finances.
2021-08-1326 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsPicking a College Major (From a Parent's Perspective)As we approach August and the start of college, many incoming freshmen are putting a lot of thought into what their major – or majors – might be. Some have known for years what they want their degree to be, while others may take several more years, and several declarations of majors, to settle on the one they feel is right. In this episode of Gimme Some Truth, we revisit a topic that we've covered previously on the podcast to view it from a different angle, the perspective of a parent with college-aged children. Walkner Condon's Jonathon Jordan, who graduated from James...
2021-07-2922 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsQuarter 2 Market Recap: Tech Gets Its Groove Back, Perplexing Price-to-Earnings, and Potential Impact of New PolicyClint teams up with Walkner Condon's Chartered Financial Analyst®, Syl Michelin, and Stan Farmer – a financial advisor for U.S. expats – to discuss the second quarter and look ahead to Q3 of 2021. In another good quarter that has seen the S&P hover around all-time highs, things started rather uneventfully but then changed in June, as the tech sector got its groove back. The trio takes a trip down memory lane, framing the current tech atmosphere in terms of the late 90s and early 2000s, including a comparison between the Bulletin Board System of internet yesteryear and the new age...
2021-07-1631 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsMeet Polly: Getting to Know the Newest Member of Walkner Condon Financial AdvisorsWith a new addition to Walkner Condon's growing team, Nate and Clint provide a special bonus episode of Gimme Some Truth to get to know Polly Price. After spending most of her career in fundraising and development roles with non-profits, including an internship with Chicago's Field Museum – hence the cover art for the episode – Polly had a desire to move into the financial planning industry, which helped bring her to Walkner Condon Financial Advisors. She gives insight into her career thus far, pinpoints what she's looking forward to in her new role as Client Services Specialist, and reveals her obses...
2021-05-0524 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsMarket Recap for Q1 2021 & Outlook for Q2We bring our Chartered Financial Analyst® Syl Michelin into the studio along with fellow international advisor Stan Farmer, CFP®, J.D., to break down the first quarter of 2021. Syl and Stan go in-depth on their key takeaways from Q1, including bonds, sector rotation, and more, while also providing a glimpse ahead at Q2. Syl and Stan each make references to pieces published on our website at the end of 2020. Here's Syl's 2020 market recap and 2021 outlook in which he explores quantitative easing. Stan covered the evolution of the S&P 500, posing the question, "Where do we go from her...
2021-04-2126 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsAn Intro to Taxes for Americans Abroad: Leo Zimny, Tax Director, Expat U.S. TaxWith tax deadline day coming, Walkner Condon international advisors Keith Poniewaz and Stan Farmer bring U.S. expat tax expert Leo Zimny, CPA, on the show to cover the basics of taxes for Americans abroad. While many people would prefer to steer clear of the topic of taxes, they are an integral part of a holistic financial plan, especially for U.S. expats and Americans considering a move abroad. Zimny, who is Tax Director for Expat U.S. Tax, touches on his career, which started with PwC, and his transition to working with international individuals, along with some key...
2021-04-0827 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsThe Small Business Struggle in COVID-19 | Derek Lee, owner of Madison's Pizza BruttaCOVID-19 has presented seemingly endless challenges, as we all try to adapt to living in a pandemic. For small business owners, COVID-19 has not only magnified those challenges, it’s jeopardized their very livelihoods. As of the latest data in mid-March, nearly one-third of businesses remained closed nationally, while more than 40% of small businesses reported debt over $100,000 in 2020, up 25 percent from 2019. (source: https://tracktherecovery.org/)
This week on Gimme Some Truth, we explore a local perspective of this struggle for small businesses over the last year. Nate Condon, one of the founding partners of Walkner Condon Financial Ad...
2021-04-0130 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsGreetings from Bermuda: Discussing Digital Nomad Visas With Glenn Jones, CEO of Bermuda Tourism AuthorityKeith and Stan virtually escape the Wisconsin winter for an episode, welcoming Bermuda Tourism Authority interim CEO Glenn Jones onto the podcast to dive into the topic of Digital Nomad Visas. COVID-19 has helped bring to light the numerous opportunities for Americans looking to work remotely for extended periods, while tourist hot spots like Bermuda have simultaneously sought to expand their offerings in new ways to combat the impact of the pandemic. The show covers the basics of Bermuda's program, including how to apply and qualifications that need to be met, Bermuda's strong response to the pandemic, tax implications...
2021-03-1728 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsA Case for Factor InvestingFramed by recent lessons in stock and market volatility from GameStop and the Wall St. Bets subreddit saga, Keith and Stan from Walkner Condon's international team walk through the concept of factor investing, its role in diversification and risk management, and how it can be applied.
2021-02-2627 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsA Case for Non-U.S. EquitiesOver the last 12 years, U.S. equities have outperformed the rest of the world. Nevertheless, they play an important role in a portfolio. This episode explores why we need to be careful with recency bias and also examines why international equities are still important to a portfolio.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2021-02-0323 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals2021 Market Outlook: Where We Came From & What's on the HorizonClint brings Syl Michelin, a Chartered Financial Analyst®, on Gimme Some Truth to deconstruct what happened in 2020 and forward to 2021. They discuss monetary policy, the economy, and more - including Syl's take on bitcoin and Tesla's meteoric rise in 2020.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2021-01-2027 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsClint's Categorical Christmas: A Sampling of Holiday SongsClint's one-hit wonder Christmas song podcast is no more, as he's back in the booth for the now-annual episode. Featuring insight from the rest of the Walkner Condon staff, this year's episode seeks to identify the best songs in various Christmas song categories.
2020-12-1829 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsGoing Global: A Look at the Currency MarketsThe Walkner Condon International team of Keith, Syl and Stan travel the world of currency and discuss the trend of the US dollar along with steps they take to protect clients' interests when it comes to currency.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2020-12-1031 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsThe Art of Tax PlanningAnna Lautenbach – Walkner Condon's newest member and one of the founding partners of Walkner Condon Tax Services – joins Clint to explore tax planning and tax consultation and discusses how to get the most out of the tax services you use or are thinking about using.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2020-12-0921 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsMeet Anna Lautenbach, CFP®, M.A. (Acct.), M.Sc. (Mgmt)Anna Lautenbach, the newest member of the Walkner Condon team and one of the founding partners of Walkner Condon Tax Services, sits down with Clint to talk about her background.
2020-11-1820 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsLeaving the Country - As An ExpatStan — someone who has written quite a bit about the financial implications of expatriation — joins Keith on the podcast to explore "covered" expat status and the tax effects of the expatriation decision.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2020-10-2929 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsAnalyze This: Q3 Markets Into Q4This week on the podcast, Syl and Keith join Jonathon to recap the last quarter in the markets, with Syl providing some CFA analytics and international flair!--- Send in a voice message: https://anchor.fm/walkner-condon/message
2020-10-2326 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsAchievement Unlocked: Mitch Passed the CFP Board Exam!Clint & Mitch are in the booth this week to share some exciting news... Mitch passed his CFP Board Exam! In this episode, they break down what being a Certified Financial Planner means and how that expertise benefits Walkner Condon clients. (And, in case you're counting, that brings Mitch to not one, but two designations he can put after his name!)
2020-10-0826 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsMeet Syl!We have a couple of very exciting additions at Walkner Condon this week! In this introductory conversation with Syl Michelin, CFA®, Clint and Keith talk with him about his background as a French native and expat financial advisor, and his new role as Director of Portfolio Strategy at Walkner Condon!
2020-09-0119 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsMeet Stan!We have a couple of very exciting additions at Walkner Condon this week! In this introductory conversation with Stan Farmer, CFP®, Clint and Keith talk with him about his background living abroad in Angola, Portugal, and Dubai, his experience as an expat financial advisor, and his new role as Director of International Financial Planning at Walkner Condon!
2020-09-0117 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsFinancial Planning for Special Needs FamiliesMitch and Jonathon are in the booth this week to talk about financial planning, estate considerations, and insurance for children with special needs and their families.
Thanks to the Walkner Condon client and listener who requested a podcast on this topic! If there's a financial topic that you're curious about, let us know at info@walknercondon.com.
2020-07-0122 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsThe Christmas Song EpisodeThis week, everyone at Walkner Condon reveals their picks for THE GREATEST CHRISTMAS SONG OF ALL TIME! A few candidates for the worst Christmas song also come up, hot takes abound, and Keith dares us all to say anything bad about a holiday classic. From all of us at Walkner Condon, we wish you happy holidays and a prosperous new year!
2019-12-2328 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsA Conversation About Expat Financial PlanningIn this conversation, Clint and Keith discuss how the Walkner Condon GAPP process informs how we select and build a financial plan for our clients in order to most effectively handle the risks facing Americans abroad that other financial advisors don't address.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2019-10-0318 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsIntroduction to HannahIn this week's episode, Clint, Jon, and Nate welcome Hannah to the Walkner Condon team. The conversation ranges from the freedom of taking control of your personal finances to Lizzo, and Clint reads the hilarious email that got Hannah an interview in the first place.
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2019-08-1419 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsWhat is "Retirement"? Part 2: The Baby Boomer EditionNate & Mitch are back in the booth for the second installment of "What is Retirement?". They continue the discussion on the findings from Transamerica's Retirement Survey of Workers but specifically focus on one generation: Baby Boomers. Listen to hear some interesting, and sometimes surprising, numbers from the survey (or because you love hearing from Walkner Condon Financial Advisors!).
2019-07-3127 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsResume & Interview TipsClint & Nate offer tips on resumes and interviewing, from the perspective of business owners. Walkner Condon Financial Advisors is going through a hiring process at the time of this recording, and Clint & Nate thought it would be a great time to share!
2019-07-1727 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsHalftime: 2019 So FarThis is Walkner Condon's market recap for the first half of 2019. We expanded the subject matter to include our thoughts on the domestic and international markets as well as recent legislative and political developments and the impact they will have on the markets moving forward. We welcome your thoughts, questions and comments.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2019-07-1043 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsThe Americana Edition: Breaking Down the Best of July 4thThe entire Walkner Condon team discusses great songs that represent America and July 4th, fair use, a t-shirt giveaway, and gives no financial advice worth noting.
2019-07-0324 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsWhat Makes an Ideal Client?Keith, Jonathon, & Clint discuss the characteristics of an ideal client (spoiler: it isn't "having a ton of money"). Being a good FIT is a hugely important topic for Walkner Condon and their clients.
2019-04-0324 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsConference takeaways & how it relates to the client experienceJonathon, Mitch, & Nate provide an update on their trip to San Diego for the TD Ameritrade conference. The Walkner Condon team sought to find ways to continuously enhance the client experience and to leverage technology along the way.
2019-03-0624 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsPotential Pitfalls For Expat InvestingClint talks with Keith, the Director of International Advisory Services, on some important considerations for American expats and some potential pitfalls to avoid. There are a lot of complexities with international investing and they share a few items to consider.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2019-01-2823 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsFrom Madison to The World: An Introduction to Keith PoniewazThe partners of Walkner Condon Financial Advisors introduce Keith Poniewaz, Financial Advisor and Director of International Advisory Services. Keith has an impressive (and credentialed) background, spent several years overseas, and has served many expatriates with their complex financial planning needs. Welcome, Keith!
2019-01-1628 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals2018 Highlights & a Glimpse into 2019The entire Walkner Condon team is back in the booth to jumpstart the 2019 season of Gimme Some Truth. They talk about highlights from 2018 and address some exciting things to come from the firm in 2019.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2019-01-1018 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsDeli Meats & Such - Nonsensical Musings from Nate & ClintNate & Clint debate pressing items such as the best sandwich type, if it is ok to offer sweet pickles when dill is expected (spoiler: it isn't), and if your children should finish their plate clean. Why discuss these topics? To show an inside glimpse into the personalities that make up the culture at Walkner Condon Financial Advisors.
2018-12-0526 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsQuarterly Market Review: 2018 Q3Clint and Nate discuss what has happened in the markets in the third quarter of 2018. They talk about some of the surprising developments over the last few months and what that means for investors.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2018-10-1034 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsCATS - Cute animals or investment process?Clint takes the podcast booth by storm in what appears to to be the first solo episode of Gimme Some Truth. He talks about CATS - an acronym that he came up with to describe the disciplines that we build into our portfolios at Walkner Condon.
2018-08-2222 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsMeet Hanna, our summer intern!Nate, Mitch, and Jonathon sit down with Hanna Kaufman, Walkner Condon's intern for the summer of 2018. She completed the Personal Finance program at UW-Madison and will be pursuing her CFP.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2018-06-0615 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsGet to know a Madison nonprofit: Meet Jessie Lerner from Sustain DaneJessie Lerner, the Executive Director of Sustain Dane, was welcomed into the Walkner Condon studio. Mitch and Clint chat with Jessie about Sustain Dane, challenges that nonprofits face, and events to look for in 2018 in the Madison, WI area.
2018-05-0729 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsGet To Know: Clint WalknerContinuing our "Get to Know" mini-series, we learn a bit more about Clint Walkner, one of the co-founders and financial advisors at Walkner Condon.
2018-03-2827 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsGet to Know: Nate CondonOn this week's Gimme Some Truth, learn a bit more about Nate Condon, one of the co-owners and financial advisors at Walkner Condon.
2018-03-1431 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsAll Things Real Estate with guest Charlie WillsThis week on Gimme Some Truth, Walkner Condon welcomes Madison-area realtor Charlie Wills to discuss all things real estate.
2018-02-2832 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsMeet Mitch DeWitt, Walkner Condon's New Financial AdvisorWalkner Condon is growing...again! Listen to this episode to learn all about our new advisor, Mitch DeWitt.
2018-01-2425 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsYour End of 2017 Financial To-Do List - Gimme Some Truth, Ep. 21On this week's Gimme Some Truth, Clint and Nate break down a few things you should be looking to finish up with your finances before 2017 ends.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2017-12-1312 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsWalkner Condon's New Advisor: Jonathon JordanWe're thrilled to announce that the Walkner Condon financial advisory team is growing. Listen to this episode to meet our new advisor, Jonathon Jordan.
2017-11-1629 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals"Fee Only vs Fee-Based: Walkner Condon Decision Making" - Gimme Some Truth, Ep. 16The distinction between Fee-Only and Fee-Based financial advisors is a more and more common discussion being had in our industry. We're taking a look at it for you in this podcast, as well as in our video blog, which you can find at walknercondon.com.
2017-09-2721 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals"2017 Mid-Year Update" - Gimme Some Truth, Ep. 10With July in full swing, we figured it was time to give an in-depth mid-year update on the markets. We dive into several topics ranging from investments to the political climate and what this could mean for your money in the second half of 2017.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2017-07-1230 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals"Peeling Back the Onion" - Gimme Some Truth, PreviewWelcome to "Gimme Some Truth," the new podcast from Walkner Condon Financial Advisors! We'll be diving into some topics soon, but for now, enjoy Clint, Nate and Kevin's sneak preview of what to expect going forward.
2017-04-2604 min