Sinopsis
Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area.Check out our "Gimme Some Truth" Podcast to hear about market concepts, investment trends, financial planning tips and more.
Episodios
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A Glimpse Into the Mortgage Industry with Guest Ryan Smith
14/02/2018 Duración: 34minRyan Smith of Waterstone Mortgage joins us this week to give us some valuable insight into the mortgage industry. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Property and Casualty Insurance (with Guest Jason Guttenberg)
07/02/2018 Duración: 27minClint, Nate and Jonathon sit down with guest Jason Guttenburg to discuss Property and Casualty insurance. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Quick-Hit Podcast: Important Tax Information
31/01/2018 Duración: 10minOn this short, quick-hit Gimme Some Truth, Clint & Nate break down some important things you should be keeping in mind when doing your taxes this year. We get many of these questions every year from our clients, so be sure to listen in! --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Meet Mitch DeWitt, Walkner Condon's New Financial Advisor
24/01/2018 Duración: 25minWalkner Condon is growing...again! Listen to this episode to learn all about our new advisor, Mitch DeWitt. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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2017 In the Markets: As Good as it Gets?
17/01/2018 Duración: 23minClint, Nate and Jon take a look at how the markets fared in 2017, and what to expect going forward. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Financial (and non-financial) New Year's Resolutions
10/01/2018 Duración: 24minHappy New Year! With 2018 starting up, we thought it would be helpful to share some financial New Year's Resolutions. Listen to find out what you can do in 2018 with your money (and to find out what Clint, Nate and Jonathon are hoping to do in 2018). --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"FOMO" of Bitcoin, Cryptocurrency and more
03/01/2018 Duración: 28minThis week on Gimme Some Truth, Clint, Nate and Jonathon talk about the all-the-rage Bitcoin and cryptocurrencies. If you're experiencing "FOMO" or fear of missing out on these investments, give this episode a listen... --- Send in a voice message: https://anchor.fm/walkner-condon/message
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A Look at the GOP's New Tax Law
27/12/2017 Duración: 23minIn this episode, Clint, Nate and Jonathon take a look at the new tax law and what it might mean for you. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Insurance Basics with Guest Rod Crandall - Gimme Some Truth, Ep. 20
06/12/2017 Duración: 23minThis week on Gimme Some Truth, we bring in a friend of ours from the insurance industry, Rod Crandall. Give it a listen for some important info on insurance, and reach out to us if you'd like to speak with Rod. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Walkner Condon's New Advisor: Jonathon Jordan
15/11/2017 Duración: 29minWe're thrilled to announce that the Walkner Condon financial advisory team is growing. Listen to this episode to meet our new advisor, Jonathon Jordan. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"Taking a Look at the GOP's new Tax Reform Proposal" - Gimme Some Truth, Ep. 18
01/11/2017 Duración: 22minEveryone's favorite topic, taxes! A new tax reform proposal is currently in the spotlight, but what does it mean for you? We discuss in this week's episode of Gimme Some Truth. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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An Important TD Ameritrade Announcement - Gimme Some Truth, Ep. 17
18/10/2017 Duración: 15minIn this episode, Clint & Nate discuss a very important announcement related to TD Ameritrade that will affect all clients. Please give it a listen. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"Fee Only vs Fee-Based: Walkner Condon Decision Making" - Gimme Some Truth, Ep. 16
27/09/2017 Duración: 21minThe 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. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"Jumping Into College Savings Plans" - Gimme Some Truth, Ep. 15
30/08/2017 Duración: 25minThe cost of college has changed dramatically in recent years, which means paying for it has changed as well. This week on Gimme Some Truth, we take a look at the multiple different ways to approach saving for college. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"Overrated/Underrated: Investing Edition" - Gimme Some Truth, Ep. 14
16/08/2017 Duración: 19minFor many, it's almost time for fantasy football drafts to get started. In that vein, we're taking a look at things that are overrated and underrated in investing. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"HSAs - the Future of Retirement Saving?" - Gimme Some Truth, Ep. 13
09/08/2017 Duración: 19minThis week on Gimme Some Truth, we talk about the growing popularity of HSAs. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"Dysfunction in Washington? The Markets Don't Mind" - Gimme Some Truth, Ep. 12
02/08/2017 Duración: 16minIt's no secret that things are a bit hectic in Washington, DC right now. However, the markets are still going nowhere but up at the moment. Clint and Nate discuss how politics and the markets can both play off of or act independently of each other. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"What Financial Advice Would You Give Your Younger Self?" - Gimme Some Truth, Ep. 11
19/07/2017 Duración: 22minWe asked our clients and friends to respond to the question, "if you could give your younger self one piece of financial advice, what would it be?" On this week's Gimme Some Truth, we share some of our favorite responses to the question and discuss. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"Getting Into Financial Services" - Gimme Some Truth, Ep. 9
05/07/2017 Duración: 26minThis week on Gimme Some Truth, Clint & Nate talk about what it's like getting started in the financial services industry. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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"The Shift to ETFs" - Gimme Some Truth, Ep. 8
28/06/2017 Duración: 23minThe industry has been shifting more and more towards ETFs in recent years. On this week's Gimme Some Truth, Clint & Nate explore why. --- Send in a voice message: https://anchor.fm/walkner-condon/message