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
-
Put it in Perspective: The Market in a Contested Election
11/11/2020 Duración: 23minThe 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: 26minJonathon 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: 26minClint & 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: 24minThis 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: 17minWe 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: 19minWe 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: 24minThis 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: 22minThis 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: 15minThis 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: 21minThis 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: 25minThis 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: 28minThis 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: 22minMitch 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: 29minThis 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: 25minThis 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: 22minNate 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
-
Inflation 101
28/05/2020 Duración: 27minKeith and Clint discuss what causes inflation (and deflation), how monetary policy has an impact on inflation, and why Keith hates gold so very, very much. --- Send in a voice message: https://anchor.fm/walkner-condon/message
-
The Second Half of 2020: What Are The Possibilities?
20/05/2020 Duración: 26minIt may feel as though 2020 has already been a decade long, but we're not even halfway through yet! Clint and Nate podcast remotely this week to discuss possible scenarios for the markets in the next half of this unprecedented year. --- Send in a voice message: https://anchor.fm/walkner-condon/message
-
Firsthand COVID
13/05/2020 Duración: 24minThis week, Clint and Hannah podcast remotely to reveal the horrors of her COVID-19 experience! (They also recap HBO's The Wire, which she watched in its entirety over two feverish weeks.) --- Send in a voice message: https://anchor.fm/walkner-condon/message
-
Elder Care Questions: Planning for Incapacity
06/05/2020 Duración: 25minLocal Madison Estate Planning Attorneys Maggie Premo and Tim Sugar join Nate and Mitch to discuss planning for the incapacity to make financial decisions for yourself or your loved ones. --- Send in a voice message: https://anchor.fm/walkner-condon/message