Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Walkner Condon Financial Advisors
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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

  1. Is the S&P 500 Too Concentrated? What Investors Need to Know

    13H AGO

    Is the S&P 500 Too Concentrated? What Investors Need to Know

    The S&P 500’s top 10 companies now represent over 40% of the index — the highest market concentration in modern history. What does that mean for investors? In this episode of Gimme Some Truth, we break down market concentration risk, the CAPE ratio (Shiller P/E), and how today’s valuations compare to the dot-com bubble. With U.S. large-cap stocks trading at historically elevated levels, we explore whether international diversification, emerging markets, and value-oriented strategies may offer better risk-adjusted opportunities. If you’re concerned about overexposure to the Magnificent Seven, high valuations, or portfolio risk heading into 2026, this discussion will help you think strategically about global asset allocation and long-term investing. 🎯 What You’ll Learn: - What market concentration risk means for the S&P 500 - How today compares to the 2000 dot-com bubble - What the CAPE ratio (Shiller P/E) tells us about valuations - U.S. CAPE (~40) vs. Germany (~19.7) and emerging markets - Why international diversification may matter more than ever - Lessons from 2000–2009 (U.S. -1% vs. emerging markets +9% annually) - How we are positioning portfolios for 2026 📊 Key Investment Insights: - S&P 500 forward P/E: ~31.5x - Portfolio positioning: ~18–19x P/E - Increased exposure to developed and emerging international markets - Rotation toward quality stocks, value investing, and dividend strength - Maintaining U.S. exposure while reducing concentration risk ⚖️ A Balanced Perspective: - AI may be structurally transformative (not just hype) - Mega-cap tech companies remain strategically positioned - Diversification does not mean abandoning U.S. markets - Global allocation may reduce volatility and valuation risk ⏱️ CHAPTERS: 0:00 Introduction 17:47 Market Concentration Risk Explained 18:17 Understanding the CAPE Ratio (Shiller P/E) 18:51 Historical S&P 500 Concentration Levels 19:44 Dot-Com Bubble Comparison (2000 vs Today) 20:52 Why the CAPE Ratio Matters for Investors 21:15 U.S. vs International Valuations 22:06 Emerging Markets Opportunity 22:49 Lessons from 2000–2009 Market Returns 27:14 Our Portfolio Strategy for 2026 28:17 Quality & Value Rotation Explained 29:21 Why We’re Not Abandoning U.S. Markets 30:10 Portfolio Valuation Metrics Compared to S&P 500 31:36 AI & Long-Term Growth Potential 33:04 India vs U.S. Market Valuations 35:07 Final Thoughts on Diversification 📚 Read the full Market Outlook: https://walknercondon.com/blog/the-rise-of-us-large-caps-2009-2025/ 📞 Schedule a portfolio review: www.walknercondon.com #MarketConcentration #Diversification #InternationalInvesting #CAPERatio #SP500 #PortfolioManagement #InvestmentStrategy SUBSCRIBE: @walknercondon For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

    19 min
  2. Walkner Condon Releases Its 2026 Market Outlook: Key Considerations for Investors

    JAN 19

    Walkner Condon Releases Its 2026 Market Outlook: Key Considerations for Investors

    In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon’s annual market outlook publication, and the key themes shaping the year ahead. Read the 2026 Market Outlook here: https://walknercondon.com/market-outlook-guide-2026/ The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and the evolving role of artificial intelligence in financial markets. Listeners are encouraged to evaluate their portfolios against these factors and consider how emerging risks and uncertainties may impact long-term strategy. This episode offers context around the thinking behind Walkner Condon’s 2026 Market Outlook and how investors can use it as a framework for navigating changing market conditions. 00:00 Introduction and Early-Year Market Reflections 00:33 Market Sentiment and Recent Financial Developments 01:36 2026 Market Outlook Overview 01:54 Building the 2026 Market Outlook Guide 04:13 Key Themes: Diversification, Risk, and Taxation 06:25 AI and Market Implications 11:43 Preparing Portfolios for Market Uncertainty 14:16 Conclusion and Invitation for Feedback For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

    16 min
  3. What Causes a Market Bubble? Psychology, FOMO & High Valuations

    12/29/2025

    What Causes a Market Bubble? Psychology, FOMO & High Valuations

    In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today’s elevated market environment.We explore classic examples like Tulip Mania, the Dot-Com Bubble, and other notable periods of irrational market enthusiasm. The team also examines current concerns surrounding AI valuations, cryptocurrency speculation, and whether today's market dynamics mirror past bubbles.You’ll learn:What defines a financial bubbleHow investor psychology, FOMO, and high valuations fuel unsustainable growthWhether modern trends like AI and crypto show signs of bubble behaviorHow bubbles can form even during strong economic conditionsPractical strategies for navigating “frothy” marketsWhy diversification and discipline matter more than everTimestamps:00:00 — Introduction to Investment Bubbles00:37 — What Creates a Financial Bubble?02:04 — Valuation Factors & Market Psychology05:40 — Historical Bubbles: Tulip Mania09:45 — Lessons from the Dot-Com Bubble14:38 — Are Today’s AI & Crypto Trends Bubbles?17:50 — Final Thoughts & Practical Investment AdviceIf you’re trying to understand whether markets are overheated—or want tools to help you navigate volatility—this episode offers clear insights and grounded perspective.👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondonInstagram: https://www.instagram.com/walknercondon/Twitter/X: https://twitter.com/walknercondon

    20 min
  4. Is Gold Still a Safe Haven? Breaking Down the Recent Spike

    12/29/2025

    Is Gold Still a Safe Haven? Breaking Down the Recent Spike

    Welcome to a new episode of Gimme Some Truth, filmed in our upgraded Verona studio! In this episode, we break down the recent surge in gold prices and why precious metals are once again dominating investor conversations. Clint and Nate explore key drivers behind gold’s rally—including market uncertainty, inflation pressures, global demand, and central bank gold purchases. We analyze how gold and silver behave during different market cycles, compare them to other asset classes, and discuss the risks, volatility, and long-term strategy considerations for investors. Whether you're evaluating gold as a hedge, a diversifier, or a tactical investment, this episode offers data-driven insights to help you make informed decisions in today’s shifting financial landscape. Timestamps: 00:00 — Welcome to the New Studio 00:36 — Why Precious Metals Are Heating Up 02:07 — Gold’s Price Surge & Market Drivers 04:15 — How to Approach Gold Investing 07:56 — Gold as a Portfolio Diversifier 13:41 — Final Thoughts & Investor Takeaways 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

    18 min
  5. Prediction Markets Explained: Investing or Just Gambling?

    12/22/2025

    Prediction Markets Explained: Investing or Just Gambling?

    In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation. We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the regulatory environment looks like today. The conversation also covers how prediction markets actually work, their impact on sports betting and investment portfolios, and whether they could eventually disrupt traditional gambling platforms and investment products. From potential returns and real-world use cases to risks, volatility, and long-term outlook, this episode breaks down everything investors need to know about this evolving asset class. Timestamps: 00:00 — Introduction to Prediction Markets 00:36 — Origins in Politics & Academia 01:49 — U.S. Regulation & Emerging Companies 03:51 — Evolution & Future of Prediction Markets 09:06 — Are Prediction Markets Investing or Gambling? 11:16 — Key Risks & Considerations 13:30 — Final Thoughts & Takeaways Read the blog - https://walknercondon.com/blog/how-prediction-markets-could-disrupt-gambling-sports-betting-and-traditional-investing/ 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon Instagram: https://www.instagram.com/walknercondon/ Twitter/X: https://twitter.com/walknercondon

    16 min
  6. Should You Itemize Again? The Expanded SALT Deduction Breakdown

    12/08/2025

    Should You Itemize Again? The Expanded SALT Deduction Breakdown

    The State and Local Tax (SALT) deduction is getting its biggest update in years. In this episode of Gimme Some Truth, Clint, Alicia, and Nate break down the new law that raises the federal SALT cap from $10,000 to $40,000 starting in 2025, with limits that phase out for higher-income households and a temporary window that currently runs through 2029. You’ll learn what counts as SALT (property taxes, state income taxes, and certain local taxes), who benefits most in high-tax states, and why the expanded cap could make itemizing attractive again—even for filers who have taken the standard deduction in recent years. The team also explains key planning moves like timing property tax payments, bunching deductions, and coordinating SALT with charitable and other itemized strategies to maximize tax savings before year-end. Whether you’re a high-income earner navigating the phase-out rules or a homeowner wondering if itemizing finally pays off, this conversation offers clear, practical guidance to help you take advantage of the new SALT limits while they last. Read the blog for additional information: https://walknercondon.com/blog/how-the-new-2025-salt-cap-works-and-tax-strategies-to-maximize-your-deductions/ Chapters 00:00 Introduction and Favorite Salts 00:43 What is SALT? 01:22 Changes in SALT Deduction Limits 01:35 Impact of the New SALT Cap 03:23 Strategies for Itemizing Deductions 03:45 Planning for Future Tax Years 04:33 Proactive Tax Planning Tips 07:31 High-Income Earners and SALT Cap Phase-Out 09:53 End-of-Year Tax Planning 11:35 Conclusion and Additional Resources 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

    13 min
  7. Long-Term Care Insurance 101: Myths, Costs, and Modern Options

    11/24/2025

    Long-Term Care Insurance 101: Myths, Costs, and Modern Options

    In this episode of Gimme Some Truth, hosts Clint and Nate sit down with insurance veteran Rod Crandall to explore how long-term care insurance can protect your financial future. Rod breaks down common misconceptions, explains how long-term care coverage fits into retirement planning, and shares his personal experience purchasing a policy. The conversation also covers: ✅ Current costs of long-term care in Wisconsin ✅ Different types of long-term care insurance (traditional vs. modern hybrid options) ✅ Underwriting and eligibility considerations ✅ Why proactive planning matters for financial security and family protection If you’re wondering whether long-term care insurance makes sense for your situation—or how to start planning—this discussion is a must-watch. 👉 Timestamps: 00:00 Introduction 00:20 What Is Long-Term Care Insurance? 01:28 Costs and Statistics in Wisconsin 04:08 Personal Experiences and Proactive Planning 07:41 Traditional vs. Modern Long-Term Care Options 13:39 Options for Older Individuals 17:33 Planning, Underwriting, and Eligibility 24:52 Final Thoughts 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

    29 min
  8. Maximize Your Cash in 2025: Smart Strategies for Today’s Financial Landscape

    11/19/2025

    Maximize Your Cash in 2025: Smart Strategies for Today’s Financial Landscape

    💰 Are you making the most of your cash? In this episode of Gimme Some Truth, Nate Condon and Mitch DeWitt break down cash management strategies that help you stay ahead in a changing financial world. Discover how to optimize your liquidity, earn higher yields, and protect your cash from inflation and interest rate shifts. Whether you’re holding cash for short-term goals or long-term flexibility, this conversation will help you make smarter, more confident financial decisions. 🔹 Topics Covered: 00:00 Introduction to Cash Management 01:01 The Changing Landscape of Cash 01:46 Making Smart Cash Decisions 02:33 High-Yield Savings Accounts 05:05 Treasury and Bond Options Explained 06:51 Understanding Liquidity Risk 11:28 Chasing Yield: Pros and Cons 13:46 Conclusion and Final Thoughts 💬 Key Takeaways: - Why cash management matters more than ever in 2025 - The pros and cons of high-yield savings accounts - How treasuries and short-term bonds fit into your strategy - Balancing yield with liquidity and safety 🌐 Learn more: https://walknercondon.com #CashManagement #FinancialPlanning #Investing #PersonalFinance #HighYieldSavings #TreasuryBonds #GimmeSomeTruthPodcast #WalknerCondon #WealthManagement 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

    15 min
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Ratings & Reviews

4.8
out of 5
20 Ratings

About

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

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