214 episodes
Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals Walkner Condon Financial Advisors
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4.8 • 20 Ratings
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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
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Finding Opportunities in the Global Bond Market with PIMCO's Tina Adatia
Our expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals.
#globalbondmarket #bonds #pimco #fixedincome #expatlife #expats #investing #investingtips #movingabroad
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Retirement: Have a plan!
The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dream. It is important to have a plan so that you can maximize your retirement satisfaction.
#retirement #retiring #seniorcitizens #retirementsavings #financialadvice
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Luxury Travel Abroad!
#luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC.
EXEC is a highly curated hotel, travel, lifestyle, and business benefits program providing access to exceptional brands and experiences. It powers the benefits and perks programs of some of the world's leading associations and organizations.
https://www.joinexec.com
#privatejets #financialadvice #expatlife #travel #travelabroad
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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
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Business Valuation and Financial Planning
Clint Walkner and Jonathan Jordan go over the business valuation process and how it fits into your financial planning. Also, Luke Combs #fastcar is quite the hit...who sang it better, him or Tracy Chapman? Debate away!
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An Introduction to 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?
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