193 episodes

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

Gimme Some Truth | Financial Planning & Investing Advice for Everyday Life Walkner Condon Financial Advisors

    • Business
    • 5.0 • 19 Ratings

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

    Our Top Three Investing, Finance & Money Book Recommendations

    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, which includes a very obvious choice and several other choices that are a bit more nuanced. If you're looking for something to dig into over the holidays, or you're just in need of a new read, we'd highly suggest these. 

    Have you already read one or more of our suggestions? Or is your favorite book in this genre not on our list? Let us know by answering the Q&A in Spotify or send us a message (info@walknercondon.com). 


    ---

    Send in a voice message: https://anchor.fm/walkner-condon/message

    • 32 min
    Our End-of-Year Financial Planning & Investing To-Do List for the Remainder of 2021

    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 after a year hiatus – to Health Savings Accounts (HSAs) to realizing losses on investments, we cover a lot of ground to make sure there's a little something for everyone. 'Tis the giving season, after all.

    Questions on what we covered? Or wondering about something else we didn't go over? Drop us a voice message below or send us an email: info@walknercondon.com.


    ---

    Send in a voice message: https://anchor.fm/walkner-condon/message

    • 26 min
    A Conversation on Cryptocurrency and the Direction (and Potential) of Digital Currencies

    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 files to serve Clint the words he uttered not so long ago, as he prepares to use a company to decorate his house for the holidays this year. But in the true spirit of Walkner Condon's commitment to transparency (and the fact that he was called out by a loyal listener), Clint owns up to his misguided judgement and presents the apology track within the podcast. 

    And now, for the regularly scheduled programming – cryptocurrency. With Bitcoin trading more than four times higher than it was in October 2020 ($13,793.70 on Oct. 27, 2020; $60,437.10 on Oct. 26, 2021), we felt it was time to finally do an episode dedicated to crypto's whirlwind of a year. The Dogecoin saga of early 2021 already feels so long ago, doesn't it? Clint did this YouTube video earlier in the year, but a podcast allows for a much deeper dive. Nate and Clint cover what we've seen lately with crypto, its viability as an investment, and the potential of a digital, decentralized currency – and cryptocurrency's role in shaping one. 


    ---

    Send in a voice message: https://anchor.fm/walkner-condon/message

    • 32 min
    Selling or Leaving Your Business? Why a Business Succession Plan is Key, with Jonathon Jordan, Certified Exit Planning Advisor

    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 Jordan, who recently earned the Certified Exit Planning Advisor designation and is also a CFP®, chats with fellow advisor Keith Poniewaz about everything business succession planning. Jonathon details why he decided to pursue the CEPA designation, how there's much more to selling or leaving than having the face value of your business, and what components are part of a succession plan. 


    ---

    Send in a voice message: https://anchor.fm/walkner-condon/message

    • 26 min
    An Update on the Madison Real Estate Market with Charlie Wills and Ryan Smith

    An Update on the Madison Real Estate Market with Charlie Wills and Ryan Smith

    When we last saw the Madison real estate market from a realtor's perspective – this episode with Matt Winzenried in June – things were looking red hot, what we dubbed the 'Mad' real estate market. So, as the weather begins to cool and we head toward winter, we thought it'd be a good time to check back in on how things are going in Madison. Charlie Wills from Charlie Wills Team Real Estate Partners and Ryan Smith from Guild Mortgage join Nate to discuss the trends of late from both a buying/selling and lending perspective. Unlike last winter, this one is shaping up to be a bit more of the usual seasonal slowdown, according to Charlie and Ryan, as things trend back toward normal for the first time in what feels like forever. They explain the importance of being prepared, regardless of when you're trying to buy or sell; why waiting could cost you; and that there really are homes that have been on the market for more than 10 days. 


    ---

    Send in a voice message: https://anchor.fm/walkner-condon/message

    • 29 min
    Reviewing the Markets: Evaluating Q3 & A Look Ahead to Q4 2021

    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-condon/message

    • 28 min

Customer Reviews

5.0 out of 5
19 Ratings

19 Ratings

Top Podcasts In Business