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Showing episodes and shows of
Walkner Condon Financial Advisors
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Acquires King Financial Group, LLC | Meet Andy King
In 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...
2025-06-19
12 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Understanding Alternative Investments | Private Equity, Real Estate, Crypto & More
In 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...
2025-05-27
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Looking Ahead After Tax Season: Estimated Taxes and Financial Preparation
Tax 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...
2025-04-28
18 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
How 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...
2025-04-14
23 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
🏠 Home Buying Challenges in 2025: Rising Rates, Low Inventory & Smart Strategies
In 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...
2025-03-17
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
A Deeper Dive into Andrew Klein's Career, Financial Advisor and Career Changer
In this episode we get to know Andrew Klein, our newest financial advisor that recently joined us at Walkner Condon. Andrew is a career changer - very briefly considered a career in education, and worked at ESPN in Madison. After pivoting to financial services, he began his career at MassMutual and focused on helping his clients with retirement income and tax planning. In his spare time he loves Wisconsin sports, playing golf, and is also a fitness instructor and fitness enthusiast.
2024-08-28
19 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
The Upcoming Year at Walkner Condon
Nate 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
2024-04-22
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Evan Waltz: New Kid In The Firm
On this podcast meet the newest member of Walkner Condon, Evan Waltz. Hear about his journey here and what it took.
2024-03-22
22 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
What Year Is It? - 2024 Market Report
This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece. Read the Walkner Condon 2024 Market Outlook here: https://walknercondon.com/2024-market-outlook-2/
2024-01-29
33 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Financial Checklist for Job Loss
Job loss is one of the toughest things you can experience in your career. Hopefully it leads to greener pastures for most, but recovery from the shock is a jarring task. We wanted to make it easier for you. Here is a run-down of the financial checklist you should consider if you find yourself in this difficult situation. Pensions, health insurance, life insurance...the list goes on. We hope this list helps keep you organized in those first few weeks. #jobloss #healthinsurance #financialadvice #financialplanning #lifeinsurance --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon...
2023-08-11
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Everything You Need to Know About Direct Indexing
On 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? --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
2023-07-18
34 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
State of the Firm: Walkner Condon
Clint 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.
2023-05-11
24 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
A "Guide to the Markets" Conversation with J.P.Morgan Asset Management
On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P.Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P.Morgan Guide to the Markets, talks about the data in the guide and how we can use it to make data-driven investment decisions. They discuss the state of inflation, macroeconomic trends, and positioning for U.S. and international markets going forward. Note: This has been crossposted on our U.S e...
2023-02-06
37 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Financial Gifting Strategies for Grandparents: Ways to Pass Wealth onto Younger Generations
The holiday season is upon us, and so is the stress of what to get for the loved ones in our lives. You could purchase the latest toy or technology. But what if you want to step outside of the proverbial gift box and do something for your kids or grandkids that will last longer than the newest version of the iPhone? That’s where this episode of Gimme Some Truth comes in. Nate and Mitch gather in our somewhat festive studio to discuss financially-minded gift options that have the potential to keep on giving – contributions to acco...
2022-12-17
33 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
The 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...
2022-11-25
31 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Investing in Commercial Real Estate, with Real Estate Analyst Jorgio Hopkins
In 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...
2022-11-12
28 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Financial 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...
2022-10-21
51 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Should We Be Freaking Out Right Now? Comparing Stock Market Conditions Between 2018 & 2022
Is 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...
2022-10-08
36 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 Management
The 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...
2022-09-23
38 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Crypto Winter: The Rocky Ride of Cryptocurrencies in 2022
Here 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...
2022-08-26
33 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Passing the Series 65 Exam: Polly's Journey to Becoming a Financial Advisor
Walkner 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. LINKS
2022-08-19
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Meet 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...
2022-07-29
24 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
BONUS: 2022 Mid-Year Review – Inflation, Interest Rates & Performance
After 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...
2022-07-22
40 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Dollar 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...
2022-07-14
31 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Scaling an RIA: From 2 to 10 and Beyond – Advisors, Support Staff & Space Constraints
After 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...
2022-07-06
32 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Is Your Home Still Covered? A Quick Conversation on Liability, Property & Casualty, and Umbrella Coverage
Like 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...
2022-06-17
16 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...
2022-05-27
31 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
From Broker-Dealer to Independent RIA - 10 Years Into Owning Our Financial Planning Firm
Thinking 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...
2022-05-19
37 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
ETFs Explained: What are Exchange-Traded Funds? History, Differences with Mutual Funds and More
We'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...
2022-05-13
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
What'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...
2022-04-29
16 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Bonus 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...
2022-04-05
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
What 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...
2022-04-01
33 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
Taxes for U.S. Expats and Americans in Portugal, with Mark Van der Linden - Cross Border Tax Law
You 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...
2022-03-25
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Shootin' the Breeze with Clint & Nate - Pt. 2
With 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...
2022-03-18
28 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
American Moving to Switzerland: Financial Planning and Investing Factors to Know as a U.S. Expat
Not 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...
2022-03-11
25 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing
Maybe 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...
2022-03-04
24 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Filing Your 2021 Taxes – A Primer of What to Know for This Year's Tax Season
It'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...
2022-02-18
26 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
Top 5 Destinations for U.S. Expats in 2022 – Best Countries for Investing as an American Abroad
Are 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...
2022-02-11
30 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
2022 Market & Investment Outlook for U.S. Expats
After 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...
2022-01-28
22 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
2022 Market & Investment Outlook: Inflation, Interest Rate Hikes, Volatility – It Only Gets Harder from Here
On 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...
2022-01-26
26 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
Moving to Germany as a U.S. Expat - Financial & Investing Considerations to Keep in Mind
We 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...
2021-12-23
21 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
New Year's Resolutions for Your Financial Life
There 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...
2021-12-23
25 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
Financial Planning & Investing as a U.S. Expat in the United Kingdom (UK)
While 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...
2021-12-17
20 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
How 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...
2021-12-09
26 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
Taxes for Americans Abroad & U.S. Expats with Leo Zimny, CPA & Tax Director at Expat U.S. Tax
Though 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...
2021-12-08
27 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
What 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...
2021-11-30
25 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Our Top Three Investing, Finance & Money Book Recommendations
With 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...
2021-11-25
32 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
An Introduction to Financial Planning & Investing for U.S. Expats: The Top Financial Issues for Americans Abroad
In 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...
2021-11-19
21 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Our End-of-Year Financial Planning & Investing To-Do List for the Remainder of 2021
Christmas 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...
2021-11-11
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
A Conversation on Cryptocurrency and the Direction (and Potential) of Digital Currencies
In 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...
2021-10-27
32 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Selling or Leaving Your Business? Why a Business Succession Plan is Key, with Jonathon Jordan, Certified Exit Planning Advisor
There 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...
2021-10-22
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Reviewing the Markets: Evaluating Q3 & A Look Ahead to Q4 2021
Walkner 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...
2021-10-07
28 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
The Intersection Between Investing Style and Golf: Patrick Cantlay vs. Bryson DeChambeau
Even 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...
2021-09-01
24 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Why 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.
2021-08-13
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Picking 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...
2021-07-29
22 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Quarter 2 Market Recap: Tech Gets Its Groove Back, Perplexing Price-to-Earnings, and Potential Impact of New Policy
Clint 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...
2021-07-16
31 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Meet Polly: Getting to Know the Newest Member of Walkner Condon Financial Advisors
With 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...
2021-05-05
24 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Market Recap for Q1 2021 & Outlook for Q2
We 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...
2021-04-21
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
An Intro to Taxes for Americans Abroad: Leo Zimny, Tax Director, Expat U.S. Tax
With 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...
2021-04-08
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
The Small Business Struggle in COVID-19 | Derek Lee, owner of Madison's Pizza Brutta
COVID-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...
2021-04-01
30 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Greetings from Bermuda: Discussing Digital Nomad Visas With Glenn Jones, CEO of Bermuda Tourism Authority
Keith 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...
2021-03-17
28 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
A Case for Factor Investing
Framed 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.
2021-02-26
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
A Case for Non-U.S. Equities
Over 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
2021-02-03
23 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
2021 Market Outlook: Where We Came From & What's on the Horizon
Clint 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
2021-01-20
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Clint's Categorical Christmas: A Sampling of Holiday Songs
Clint'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.
2020-12-18
29 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Going Global: A Look at the Currency Markets
The 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
2020-12-10
31 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
The Art of Tax Planning
Anna 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
2020-12-09
21 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Meet 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.
2020-11-18
20 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Leaving the Country - As An Expat
Stan — 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
2020-10-29
29 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Analyze This: Q3 Markets Into Q4
This 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
2020-10-23
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Achievement 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!)
2020-10-08
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Meet 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!
2020-09-01
19 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Meet 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!
2020-09-01
17 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Financial Planning for Special Needs Families
Mitch 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.
2020-07-01
22 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
The Christmas Song Episode
This 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!
2019-12-23
28 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
A Conversation About Expat Financial Planning
In 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
2019-10-03
18 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Introduction to Hannah
In 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. --- Send in a voice message: https://anchor.fm/walkner-condon/message
2019-08-14
19 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
What is "Retirement"? Part 2: The Baby Boomer Edition
Nate & 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!).
2019-07-31
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Resume & Interview Tips
Clint & 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!
2019-07-17
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Halftime: 2019 So Far
This 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
2019-07-10
43 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
The Americana Edition: Breaking Down the Best of July 4th
The 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.
2019-07-03
24 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
What 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.
2019-04-03
24 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Conference takeaways & how it relates to the client experience
Jonathon, 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.
2019-03-06
24 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Potential Pitfalls For Expat Investing
Clint 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
2019-01-28
23 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
From Madison to The World: An Introduction to Keith Poniewaz
The 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!
2019-01-16
28 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
2018 Highlights & a Glimpse into 2019
The 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
2019-01-10
18 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Deli Meats & Such - Nonsensical Musings from Nate & Clint
Nate & 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.
2018-12-05
26 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Quarterly Market Review: 2018 Q3
Clint 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
2018-10-10
34 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
CATS - 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.
2018-08-22
22 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Meet 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
2018-06-06
15 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Get to know a Madison nonprofit: Meet Jessie Lerner from Sustain Dane
Jessie 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.
2018-05-07
29 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Get To Know: Clint Walkner
Continuing 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.
2018-03-28
27 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Get to Know: Nate Condon
On this week's Gimme Some Truth, learn a bit more about Nate Condon, one of the co-owners and financial advisors at Walkner Condon.
2018-03-14
31 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
All Things Real Estate with guest Charlie Wills
This week on Gimme Some Truth, Walkner Condon welcomes Madison-area realtor Charlie Wills to discuss all things real estate.
2018-02-28
32 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Meet Mitch DeWitt, Walkner Condon's New Financial Advisor
Walkner Condon is growing...again! Listen to this episode to learn all about our new advisor, Mitch DeWitt.
2018-01-24
25 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Your End of 2017 Financial To-Do List - Gimme Some Truth, Ep. 21
On 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
2017-12-13
12 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon's New Advisor: Jonathon Jordan
We're thrilled to announce that the Walkner Condon financial advisory team is growing. Listen to this episode to meet our new advisor, Jonathon Jordan.
2017-11-16
29 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. 16
The 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.
2017-09-27
21 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
"2017 Mid-Year Update" - Gimme Some Truth, Ep. 10
With 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
2017-07-12
30 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
"Peeling Back the Onion" - Gimme Some Truth, Preview
Welcome 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.
2017-04-26
04 min