Walkner Condon Financial Advisors

Informações:

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

  • What to Know About Stimulus Package 2.0

    06/01/2021 Duración: 18min

    With the second stimulus bill recently passing, Anna Lautenbach, CFP®, MAcc, EA, jumps back into the booth with Clint to break down some of the key takeaways from the new package, including the second round of stimulus payments, updates to the Paycheck Protection Program, and other tax impacts of the legislation. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • World Cup for Retirees: France vs. Portugal

    23/12/2020 Duración: 22min

    Keith welcomes Syl and Stan into the booth to examine two emerging places for US expats, France and Portugal. With Syl's French roots and Stan's knowledge of Portugal from his time living there, the duo compares and contrasts each country's case for attracting U.S. retirees. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Clint's Categorical Christmas: A Sampling of Holiday Songs

    18/12/2020 Duración: 29min

    Clint's one-hit wonder Christmas song podcast is no more, as he's back in the booth for the now-annual episode. Featuring insight from the rest of the Walkner Condon staff, this year's episode seeks to identify the best songs in various Christmas song categories. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Season of Hope: Nate's Optimistic Outlook

    02/12/2020 Duración: 31min

    Ahead of a big surgery, Nate visits with Clint to provide an update on his health progression and delves into the finer points of holiday decorating. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Put it in Perspective: The Market in a Contested Election

    11/11/2020 Duración: 23min

    The 2020 presidential election is in the books – well, kind of. With the results still being contested, Jon and Clint use the 2000 election as a reference point in looking at how the markets have fared over the last week and what might be on the horizon. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Not-So-Risky Business: Utilizing Insurance to Manage Risk

    03/11/2020 Duración: 26min

    Jonathon is back in the booth with Brendon DeRouin to discuss utilizing insurance to manage risk and any of the changes that we can look forward to in the future. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Achievement Unlocked: Mitch Passed the CFP Board Exam!

    08/10/2020 Duración: 26min

    Clint & Mitch are in the booth this week to share some exciting news... Mitch passed his CFP Board Exam! In this episode, they break down what being a Certified Financial Planner means and how that expertise benefits Walkner Condon clients. (And, in case you're counting, that brings Mitch to not one, but two designations he can put after his name!) --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • How America Saves 2020

    17/09/2020 Duración: 24min

    This week, Clint and Mitch dive into Vanguard's 2020 edition of "How America Saves". They discuss how people are saving for retirement through their employer plans, 401(k) plan design, and how automating your savings and investment strategy can pay off over the long haul. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Meet Stan!

    01/09/2020 Duración: 17min

    We have a couple of very exciting additions at Walkner Condon this week! In this introductory conversation with Stan Farmer, CFP®, Clint and Keith talk with him about his background living abroad in Angola, Portugal, and Dubai, his experience as an expat financial advisor, and his new role as Director of International Financial Planning at Walkner Condon! --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Meet Syl!

    01/09/2020 Duración: 19min

    We have a couple of very exciting additions at Walkner Condon this week! In this introductory conversation with Syl Michelin, CFA®, Clint and Keith talk with him about his background as a French native and expat financial advisor, and his new role as Director of Portfolio Strategy at Walkner Condon! --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Tech for Remote Working & Learning

    21/08/2020 Duración: 24min

    This week, Mitch is in the booth with Eric Sharpf, VP of Business Development at Automation Arts, a company specializing in home and business technology integration in Madison. The necessity of working and learning from home this year has meant that many of us have had to stretch the limits of our technical expertise. In this episode, Eric shares some tips for making your home a bit more Zoom call-friendly! --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Nitty Gritty Refi

    13/08/2020 Duración: 22min

    This week, Clint and Keith are joined by Jason Buckley, President of Select One Mortgage, to get into the nitty gritty details of refinancing your home in the current refi boom. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • The Supply of Safety

    05/08/2020 Duración: 15min

    This week, Clint & Keith talk about the supply of safe assets for investors and the work of Harvard economist, Emmanuel Farhi. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Insurance Post-COVID

    29/07/2020 Duración: 21min

    This week, Clint and Mitch speak with Rod Crandall, insurance guru, on how life (and other forms) of insurance will change post-COVID. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Dollar Dollar Bills Y'all

    22/07/2020 Duración: 25min

    This week, Keith Poniewaz and Clint Walkner are podcasting remotely to discuss investing and the US Dollar. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Out of Nowhere: Nate's Life-Changing Health Scare

    09/07/2020 Duración: 28min

    This week, Nate and Clint are back to podcasting remotely! Nate reveals the reason why he's currently working from home-- the life-altering health scare that is necrotizing pancreatitis. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Financial Planning for Special Needs Families

    01/07/2020 Duración: 22min

    Mitch and Jonathon are in the booth this week to talk about financial planning, estate considerations, and insurance for children with special needs and their families. Thanks to the Walkner Condon client and listener who requested a podcast on this topic! If there's a financial topic that you're curious about, let us know at info@walknercondon.com. --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • The Wine Episode with Clint & Keith

    24/06/2020 Duración: 29min

    This week, Clint & Keith are in the booth for a special episode about one of their favorite things-- wine! They talk about their favorite local spots for good wines as well as getting into the world of wine as investment. Also in this episode-- Keith takes us to school on French wine regions and Clint makes him explain his elitist aversion to Californian wines! --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • On Track with Scott Brinen of the Badger Track Club

    17/06/2020 Duración: 25min

    This week, Jonathon is in the booth with Owner and Head Coach of the Badger Track Club, Scott Brinen, to talk about how running and track can benefit individuals as well as our community at large. Badger Track Club also partners with Athletes Without Limits to integrate athletes with intellectual and developmental disabilities into mainstream and Paralympic sport. Links from this episode: Badger Track Club: www.badgertrackclub.com Athletes Without Limits: www.athleteswithoutlimits.org National W Club: www.nationalwclub.com --- Send in a voice message: https://anchor.fm/walkner-condon/message

  • Real Estate After COVID with Matt Winzenreid

    03/06/2020 Duración: 22min

    Nate and Mitch are in the booth this week with Matt Winzenreid of Matt Winzenried Real Estate Partners to talk about how the Dane County real estate market was interrupted by COVID-19 earlier this year, as well as how it's looking for the next half of 2020. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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