Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
By Walkner Condon Financial Advisors
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Episodes: 240
Description
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life.
Disclosure: walknercondon.com/podcast
| Episode | Date |
|---|---|
|
How to Make Navigating Required Minimum Distributions (RMDs) Less Taxing
|
Nov 18, 2024 |
|
Essential Year-End Financial Checklist: Maximize Savings & Tax Benefits for 2024
|
Nov 04, 2024 |
|
Nate and Clint's Foray Into A.U.A. (Ask Us Anything!)
|
Oct 22, 2024 |
|
"Don't Fight The Fed"?! Our Current Thoughts and Historical Context on Fed Rate Cuts
|
Oct 03, 2024 |
|
An Introduction to Index Investing
|
Sep 23, 2024 |
|
Three Important Factors When Opening a Health Savings Account (HSA)
|
Sep 09, 2024 |
|
A Deeper Dive into Andrew Klein's Career, Financial Advisor and Career Changer
|
Aug 28, 2024 |
|
Roth IRAs: Opportunities and Pitfalls
|
Aug 01, 2024 |
|
Navigating Blended Families Finances
|
May 31, 2024 |
|
Economic and Market Update Featuring Andrew Opdyke, CFA - Economist
|
May 17, 2024 |
|
Polly's Housing Market Experience
|
May 06, 2024 |
|
The Upcoming Year at Walkner Condon
|
Apr 22, 2024 |
|
Vetting Domestic Brokerages 2024 Edition
|
Apr 10, 2024 |
|
Evan Waltz: New Kid In The Firm
|
Mar 22, 2024 |
|
Charitable Giving with Anna January - Market Report 2024
|
Mar 08, 2024 |
|
Timing the Market - 2024 Market Report
|
Mar 01, 2024 |
|
Housing Market "New Normal" - Market Report 2024
|
Feb 23, 2024 |
|
Soft Landing and Bonds - Market Report 2024
|
Feb 16, 2024 |
|
Recency Bias - Market Report 2024
|
Feb 09, 2024 |
|
What Year Is It? - 2024 Market Report
|
Jan 29, 2024 |
|
Gimme Some Truth: Holiday Traditions
|
Dec 20, 2023 |
|
Gimme Some Truth: End of the Year Checklist
|
Dec 08, 2023 |
|
Gimme Some Truth: Vibe Session about Consumer Sentiment
|
Nov 14, 2023 |
|
NIL Rules Change with Megan Jerabek
|
Nov 08, 2023 |
|
HOT TOPIC! Interest Rates...How rising rates can actually help you with your deposits.
|
Sep 29, 2023 |
|
Talking to Your Kids About Money
|
Sep 25, 2023 |
|
Finding Opportunities in the Global Bond Market with PIMCO's Tina Adatia
|
Sep 12, 2023 |
|
Retirement: Have a plan!
|
Sep 11, 2023 |
|
Luxury Travel Abroad!
|
Aug 21, 2023 |
|
Financial Checklist for Job Loss
|
Aug 15, 2023 |
|
Business Valuation and Financial Planning
|
Jul 26, 2023 |
|
An Introduction to Direct Indexing
|
Jul 18, 2023 |
|
Women in Finance Part 2!
|
Jul 07, 2023 |
|
Women in Finance!
|
Jun 15, 2023 |
|
The Bull Market is Here! Let's break it down.
|
Jun 15, 2023 |
|
State of the Firm: Walkner Condon
|
May 11, 2023 |
|
What type of financial advisor is right for you? Questions you should ask.
|
Apr 21, 2023 |
|
A Discussion on the Secure Act 2.0: Part 2
|
Mar 14, 2023 |
|
A Discussion on the Secure Act 2.0: Part 1
|
Mar 07, 2023 |
|
Cash is Trash or King? Where to Maximize Cash Returns Right Now
|
Feb 24, 2023 |
|
Early Market Expectations
|
Feb 06, 2023 |
|
A "Guide to the Markets" Conversation with J.P.Morgan Asset Management
|
Feb 06, 2023 |
|
Financial Gifting Strategies for Grandparents: Ways to Pass Wealth onto Younger Generations
|
Dec 17, 2022 |
|
The Next Generation of Financial Advisors: What Happens When Your Advisor Retires?
|
Nov 25, 2022 |
|
Investing in Commercial Real Estate, with Real Estate Analyst Jorgio Hopkins
|
Nov 11, 2022 |
|
Financial Markets Q3 Recap: "Trepidation in the Markets"
|
Oct 20, 2022 |
|
Should We Be Freaking Out Right Now? Comparing Stock Market Conditions Between 2018 & 2022
|
Oct 07, 2022 |
|
"Budgeting" for High-Net-Worth Families: How to Think about Cash Flow Management
|
Sep 23, 2022 |
|
Jumping Jacks Are Pointless: Inflation, Rate Hikes & The Problem with Financial Media Outlets
|
Sep 09, 2022 |
|
Crypto Winter: The Rocky Ride of Cryptocurrencies in 2022
|
Aug 26, 2022 |
|
Passing the Series 65 Exam: Polly's Journey to Becoming a Financial Advisor
|
Aug 18, 2022 |
|
Meet Our New Financial Advisor: Alicia Vande Ven – Candidate for CFP® Certification & "Geek with a Tan"
|
Jul 29, 2022 |
|
BONUS: 2022 Mid-Year Review – Inflation, Interest Rates & Performance
|
Jul 22, 2022 |
|
Scaling an RIA: From 2 to 10 and Beyond – Advisors, Support Staff & Space Constraints
|
Jul 06, 2022 |
|
Is Your Home Still Covered? A Quick Conversation on Liability, Property & Casualty, and Umbrella Coverage
|
Jun 17, 2022 |
|
"Finding" the Bottom: Time In The Market Is More Important Than Timing It
|
May 27, 2022 |
|
From Broker-Dealer to Independent RIA - 10 Years Into Owning Our Financial Planning Firm
|
May 19, 2022 |
|
ETFs Explained: What are Exchange-Traded Funds? History, Differences with Mutual Funds and More
|
May 13, 2022 |
|
What's Happening in the Bond Market? The Scoop on Bonds' Start to 2022
|
Apr 29, 2022 |
|
Bonus Episode: Financial Markets Recap for Q1 2022 – Conflict & Commodities
|
Apr 05, 2022 |
|
What are Commodities in Investing? A Primer on Commodities and Their Place in a Portfolio
|
Apr 01, 2022 |
|
Shootin' the Breeze with Clint & Nate - Pt. 2
|
Mar 18, 2022 |
|
ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing
|
Mar 04, 2022 |
|
Filing Your 2021 Taxes – A Primer of What to Know for This Year's Tax Season
|
Feb 18, 2022 |
|
2022 Market & Investment Outlook: Inflation, Interest Rate Hikes, Volatility – It Only Gets Harder from Here
|
Jan 26, 2022 |
|
New Year's Resolutions for Your Financial Life
|
Dec 23, 2021 |
|
How should we handle finances in our marriage, relationship or partnership?
|
Dec 09, 2021 |
|
Our Top Three Investing, Finance & Money Book Recommendations
|
Nov 25, 2021 |
|
Our End-of-Year Financial Planning & Investing To-Do List for the Remainder of 2021
|
Nov 11, 2021 |
|
A Conversation on Cryptocurrency and the Direction (and Potential) of Digital Currencies
|
Oct 27, 2021 |
|
Selling or Leaving Your Business? Why a Business Succession Plan is Key, with Jonathon Jordan, Certified Exit Planning Advisor
|
Oct 22, 2021 |
|
An Update on the Madison Real Estate Market with Charlie Wills and Ryan Smith
|
Oct 14, 2021 |
|
Past Performance is Not Indicative of Future Results: An Investing Lesson from the Ryder Cup
|
Oct 01, 2021 |
|
Understanding Updates to the University of Wisconsin System's 403(b) Supplemental Retirement Program
|
Sep 15, 2021 |
|
The Intersection Between Investing Style and Golf: Patrick Cantlay vs. Bryson DeChambeau
|
Aug 31, 2021 |
|
Why Should I Hire (or Fire) a Financial Advisor?
|
Aug 13, 2021 |
|
Picking a College Major (From a Parent's Perspective)
|
Jul 29, 2021 |
|
Let's Talk Lumber: An Insider Perspective on the Lumber Industry & the Inflation Journey with Erik Skjervem
|
Jun 23, 2021 |
|
Boom or Bubble: Understanding the Madison Real Estate Market with Associate Broker Matt Winzenried
|
Jun 09, 2021 |
|
Trust Administration: Understanding the Option of a Corporate Trustee
|
May 19, 2021 |
|
Meet Polly: Getting to Know the Newest Member of Walkner Condon Financial Advisors
|
May 05, 2021 |
|
The Mega Backdoor Roth Conversion – What is it & how can it be utilized?
|
Apr 28, 2021 |
|
Welcome to NFTs: An Intro to Non-Fungible Tokens, NBA Top Shot & Digital Collectibles
|
Apr 14, 2021 |
|
The Small Business Struggle in COVID-19 | Derek Lee, owner of Madison's Pizza Brutta
|
Apr 01, 2021 |
|
Electric Avenue: Exploring the Electric Vehicle Trend
|
Mar 03, 2021 |
|
A Case for Factor Investing
|
Feb 25, 2021 |
|
A Year In Review (Since COVID)& Markets in Pandemics
|
Feb 17, 2021 |
|
GameStop, WTF
|
Jan 27, 2021 |
|
What to Know About Stimulus Package 2.0
|
Jan 06, 2021 |
|
World Cup for Retirees: France vs. Portugal
|
Dec 23, 2020 |
|
Clint's Categorical Christmas: A Sampling of Holiday Songs
|
Dec 18, 2020 |
|
Season of Hope: Nate's Optimistic Outlook
|
Dec 02, 2020 |
|
Put it in Perspective: The Market in a Contested Election
|
Nov 11, 2020 |
|
Not-So-Risky Business: Utilizing Insurance to Manage Risk
|
Nov 03, 2020 |
|
Achievement Unlocked: Mitch Passed the CFP Board Exam!
|
Oct 08, 2020 |
|
How America Saves 2020
|
Sep 17, 2020 |
|
Meet Syl!
|
Sep 01, 2020 |
|
Meet Stan!
|
Sep 01, 2020 |
|
Tech for Remote Working & Learning
|
Aug 21, 2020 |
|
Nitty Gritty Refi
|
Aug 13, 2020 |
|
The Supply of Safety
|
Aug 05, 2020 |
|
Insurance Post-COVID
|
Jul 29, 2020 |
|
Dollar Dollar Bills Y'all
|
Jul 22, 2020 |
|
Out of Nowhere: Nate's Life-Changing Health Scare
|
Jul 09, 2020 |
|
Financial Planning for Special Needs Families
|
Jul 01, 2020 |
|
The Wine Episode with Clint & Keith
|
Jun 24, 2020 |
|
On Track with Scott Brinen of the Badger Track Club
|
Jun 17, 2020 |
|
Real Estate After COVID with Matt Winzenreid
|
Jun 03, 2020 |
|
Inflation 101
|
May 28, 2020 |
|
The Second Half of 2020: What Are The Possibilities?
|
May 20, 2020 |
|
Firsthand COVID
|
May 13, 2020 |
|
Elder Care Questions: Planning for Incapacity
|
May 06, 2020 |
|
Gimme Some Realism!
|
Apr 29, 2020 |
|
Quarantine Boredom Cures
|
Apr 22, 2020 |
|
A Conversation with Kuba Krzyzostaniak of Forward Madison FC
|
Apr 15, 2020 |
|
Financial Lessons of Coronavirus
|
Apr 08, 2020 |
|
Bunker Edition!
|
Apr 01, 2020 |
|
Market Analysis Recap - Robert Carey of First Trust
|
Mar 21, 2020 |
|
Ask an Attorney: The SECURE Act II
|
Mar 19, 2020 |
|
Coronavirus, the Markets, and the Importance of Context
|
Mar 06, 2020 |
|
Miracle League with Bill Schultz
|
Mar 04, 2020 |
|
From Employee to Employer
|
Feb 26, 2020 |
|
Part Two: The Office Education Series
|
Feb 18, 2020 |
|
Presidential Candidates and the Markets
|
Feb 13, 2020 |
|
The Election Episode!
|
Feb 05, 2020 |
|
Should I Buy A Rental Property?
|
Jan 29, 2020 |
|
Envisioning Your Retirement
|
Jan 22, 2020 |
|
Professorial Investing Tutorial 101
|
Jan 15, 2020 |
|
Month by Month: The Annual Goal Breakdown
|
Jan 08, 2020 |
|
The Christmas Song Episode
|
Dec 23, 2019 |
|
The Stock Market is Up. Are You Actually Better Off?
|
Dec 18, 2019 |
|
Taking Control of Your Finances: December Budgeting
|
Dec 11, 2019 |
|
From L'Etoile to Monroe Street: Itaru Nagano & Patrick Sierra talk "Fairchild"
|
Dec 04, 2019 |
|
Schwatmeritrade: The Merger
|
Nov 27, 2019 |
|
Part One: The Office Education Series
|
Nov 20, 2019 |
|
Recent Financial News Updates, William Roth & That Other Guy
|
Nov 13, 2019 |
|
Cheers to Monroe St!
|
Nov 06, 2019 |
|
Shootin' the Breeze with Clint & Nate
|
Oct 30, 2019 |
|
Don't Fall Behind
|
Oct 16, 2019 |
|
The Race to Zero: Trading Commissions Go To Zero for Custodians, What Does It Mean for You?
|
Oct 03, 2019 |
|
The Value of an Advisor
|
Oct 02, 2019 |
|
"Creative Destruction" and the Evolution of Industry
|
Sep 25, 2019 |
|
Financial Planning and ESG Investing
|
Sep 18, 2019 |
|
Penny Wise, Pound Foolish
|
Sep 11, 2019 |
|
Back-to-School
|
Sep 03, 2019 |
|
Andrew Luck's Retirement
|
Aug 28, 2019 |
|
"What is Retirement?" Part 3
|
Aug 21, 2019 |
|
Conversations with Orange
|
Aug 07, 2019 |
|
What is "Retirement"? Part 2: The Baby Boomer Edition
|
Jul 31, 2019 |
|
What is "Retirement"? Survey
|
Jul 24, 2019 |
|
Resume & Interview Tips
|
Jul 17, 2019 |
|
The Americana Edition: Breaking Down the Best of July 4th
|
Jul 03, 2019 |
|
Investing In Yourself
|
Jun 26, 2019 |
|
What Clint and Nate Did: Our Financial Decisions
|
Jun 19, 2019 |
|
Father's Day Special featuring Ken Poniewaz: Everlasting Quality
|
Jun 12, 2019 |
|
Mitch, Keith, and Chris Rock: Lessons in Career Changes
|
Jun 05, 2019 |
|
Financial Planning Tips To Avoid
|
May 29, 2019 |
|
Owning Adversity feat. Israel Lopez
|
May 22, 2019 |
|
Teenage Boys Stink featuring Kyle LaFond of American Provenance
|
May 15, 2019 |
|
Building a Shaky Foundation: A Whole Life Conversation
|
May 08, 2019 |
|
Dr. Robb Warren on running a practice and maintaining balance
|
May 01, 2019 |
|
Flipping houses is easy...or is it?
|
Apr 24, 2019 |
|
Affordable Dental Care and "The Gap" featuring Krysta Wetzel
|
Apr 17, 2019 |
|
The Future of Madison
|
Apr 10, 2019 |
|
What Makes an Ideal Client?
|
Apr 03, 2019 |
|
The yield curve is inverted - oh no!?
|
Mar 27, 2019 |
|
(Financial) Spring Cleaning
|
Mar 20, 2019 |
|
Cybersecurity with Mike Bauhs
|
Mar 13, 2019 |
|
Conference takeaways & how it relates to the client experience
|
Mar 06, 2019 |
|
Past, Present, & Future of Investing In Taxable Accounts
|
Feb 27, 2019 |
|
Three Mistakes to Avoid when Completing a Home Improvement Project
|
Feb 20, 2019 |
|
Failing Forward featuring Charlie Wills
|
Feb 13, 2019 |
|
Facts Don't Care About Your Feelings
|
Feb 06, 2019 |
|
A Baby and a Business: The Birth of Roe & Co. - Dan & Leah Roe
|
Jan 23, 2019 |
|
From Madison to The World: An Introduction to Keith Poniewaz
|
Jan 16, 2019 |
|
Charitable Giving
|
Dec 12, 2018 |
|
Deli Meats & Such - Nonsensical Musings from Nate & Clint
|
Dec 05, 2018 |
|
Time Horizon & Investing
|
Nov 28, 2018 |
|
The IRS is allowing me to contribute MORE money towards retirement?!
|
Nov 14, 2018 |
|
Should We Be Freaking Out Right Now?
|
Nov 07, 2018 |
|
Midterm Elections and the Markets
|
Oct 31, 2018 |
|
A Discussion on RISING INTEREST RATES
|
Oct 24, 2018 |
|
Annuities
|
Oct 03, 2018 |
|
ROTH-ification!
|
Sep 26, 2018 |
|
What did Clint learn from his visit to J.P. Morgan?
|
Sep 19, 2018 |
|
FAFSA Q&A
|
Sep 12, 2018 |
|
What's in a Name?
|
Sep 05, 2018 |
|
3 Questions You Should Not Ask Your Advisor (or should you?)
|
Aug 29, 2018 |
|
CATS - Cute animals or investment process?
|
Aug 22, 2018 |
|
Year to Date Market Review
|
Aug 15, 2018 |
|
When should I hire a Financial Advisor?
|
Aug 08, 2018 |
|
Meet the President and CEO, Make-A-Wish Wisconsin: Patti Gorsky
|
Aug 01, 2018 |
|
How Will Rising Interest Rates Affect My Debt?
|
Jul 25, 2018 |
|
Money Smart Kids Make Money Smart Adults
|
Jul 18, 2018 |
|
Meet a Madison Entrepreneur - Zach Blumenfeld
|
Jul 03, 2018 |
|
Long Term Care
|
Jun 20, 2018 |
|
What will happen to Social Security and Medicare?
|
Jun 13, 2018 |
|
Building a Successful Real Estate Team with Matt Winzenried
|
May 30, 2018 |
|
What should a modern financial planning practice look like?
|
May 23, 2018 |
|
Choosing A College Major
|
May 16, 2018 |
|
Fiduciary or Pretender
|
May 10, 2018 |
|
Get to know a Madison nonprofit: Meet Jessie Lerner from Sustain Dane
|
May 07, 2018 |
|
Home Renovation
|
Apr 30, 2018 |
|
My Stock is Better than Your Stock
|
Apr 23, 2018 |
|
Investing Near A Peak
|
Apr 17, 2018 |
|
Fatherhood
|
Apr 11, 2018 |
|
Reversion To The Mean
|
Apr 04, 2018 |
|
Get To Know: Clint Walkner
|
Mar 28, 2018 |
|
Medicare 101 with Guest Nick Schreck of Expedition Retirement
|
Mar 21, 2018 |
|
Get to Know: Nate Condon
|
Mar 14, 2018 |
|
All Things Real Estate with guest Charlie Wills
|
Feb 28, 2018 |
|
Clint's Bitcoin Decision
|
Feb 19, 2018 |
|
A Glimpse Into the Mortgage Industry with Guest Ryan Smith
|
Feb 14, 2018 |
|
Property and Casualty Insurance (with Guest Jason Guttenberg)
|
Feb 07, 2018 |
|
Quick-Hit Podcast: Important Tax Information
|
Jan 31, 2018 |
|
Meet Mitch DeWitt, Walkner Condon's New Financial Advisor
|
Jan 24, 2018 |
|
2017 In the Markets: As Good as it Gets?
|
Jan 17, 2018 |
|
Financial (and non-financial) New Year's Resolutions
|
Jan 10, 2018 |
|
"FOMO" of Bitcoin, Cryptocurrency and more
|
Jan 03, 2018 |
|
A Look at the GOP's New Tax Law
|
Dec 27, 2017 |
|
Insurance Basics with Guest Rod Crandall - Gimme Some Truth, Ep. 20
|
Dec 06, 2017 |
|
Walkner Condon's New Advisor: Jonathon Jordan
|
Nov 15, 2017 |
|
"Taking a Look at the GOP's new Tax Reform Proposal" - Gimme Some Truth, Ep. 18
|
Nov 01, 2017 |
|
An Important TD Ameritrade Announcement - Gimme Some Truth, Ep. 17
|
Oct 18, 2017 |
|
"Fee Only vs Fee-Based: Walkner Condon Decision Making" - Gimme Some Truth, Ep. 16
|
Sep 27, 2017 |
|
"Jumping Into College Savings Plans" - Gimme Some Truth, Ep. 15
|
Aug 30, 2017 |
|
"Overrated/Underrated: Investing Edition" - Gimme Some Truth, Ep. 14
|
Aug 16, 2017 |
|
"HSAs - the Future of Retirement Saving?" - Gimme Some Truth, Ep. 13
|
Aug 09, 2017 |
|
"Dysfunction in Washington? The Markets Don't Mind" - Gimme Some Truth, Ep. 12
|
Aug 02, 2017 |
|
"What Financial Advice Would You Give Your Younger Self?" - Gimme Some Truth, Ep. 11
|
Jul 19, 2017 |
|
"Getting Into Financial Services" - Gimme Some Truth, Ep. 9
|
Jul 05, 2017 |
|
"The Shift to ETFs" - Gimme Some Truth, Ep. 8
|
Jun 28, 2017 |
|
"By The Numbers: 401Ks, 403Bs, 457.." - Gimme Some Truth, Ep. 7
|
Jun 21, 2017 |
|
"Estate Planning 101" with guest Megan Jerabek - Gimme Some Truth, Ep. 6
|
Jun 15, 2017 |
|
"Laying Up, in Golf & Investing" - Gimme Some Truth, Ep. 5
|
Jun 07, 2017 |
|
"Clients and Their Alternative Facts" - Gimme Some Truth, Ep. 4
|
May 31, 2017 |
|
"The Ins and Outs of Variable Annuities" - Gimme Some Truth, Ep. 3
|
May 24, 2017 |
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"The ABCs (and sometimes Is and Rs) of Mutual Funds" - Gimme Some Truth, Episode 2
|
Apr 26, 2017 |
|
"Conflicts of Interest in the Financial Industry" - Gimme Some Truth, Episode 1
|
Apr 26, 2017 |
|
"Peeling Back the Onion" - Gimme Some Truth, Preview
|
Apr 26, 2017 |