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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

By Walkner Condon Financial Advisors

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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The Next Generation of Financial Advisors: What Happens When Your Advisor Retires?

Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & IndividualsNov 25, 2022

00:00
31:12
Evan Waltz: New Kid In The Firm

Evan Waltz: New Kid In The Firm

On this podcast meet the newest member of Walkner Condon, Evan Waltz. Hear about his journey here and what it took.

Mar 22, 202422:33
Charitable Giving with Anna January - Market Report 2024

Charitable Giving with Anna January - Market Report 2024

In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions. Read the 2024 Market Report here: https://walknercondon.com/2024-market-outlook-2/

Mar 08, 202431:55
Timing the Market - 2024 Market Report

Timing the Market - 2024 Market Report

Mitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice.

Mar 01, 202421:59
Housing Market "New Normal" - Market Report 2024

Housing Market "New Normal" - Market Report 2024

Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets.

Feb 23, 202431:49
Soft Landing and Bonds - Market Report 2024

Soft Landing and Bonds - Market Report 2024

Mitch and Keith are talking about their articles for our 2024 Market Report. Keith talks about his piece on bonds and Mitch talks about piece on the possibility of a soft landing.

Feb 16, 202431:18
Recency Bias - Market Report 2024

Recency Bias - Market Report 2024

Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market. Read the article here:

Feb 09, 202430:57
What Year Is It? - 2024 Market Report
Jan 29, 202433:31
Gimme Some Truth: Holiday Traditions

Gimme Some Truth: Holiday Traditions

Clint and Nate talk about their traditions surrounding the holidays and family.

Dec 20, 202331:45
Gimme Some Truth: End of the Year Checklist

Gimme Some Truth: End of the Year Checklist

Nate and Clint run through the list of financial topics to get on top of before the end of the year.

Dec 08, 202334:26
Gimme Some Truth: Vibe Session about Consumer Sentiment

Gimme Some Truth: Vibe Session about Consumer Sentiment

Clint and Keith chat about the disconnect between Consumer Sentiments negative trends and the actual market data that shows an upswing.

Nov 14, 202323:34
NIL Rules Change with Megan Jerabek

NIL Rules Change with Megan Jerabek

Nate Condon chats with Megan Jerabek about the NIL Rule changes and the Supreme Courts decision regarding student athletes

Nov 08, 202332:11
HOT TOPIC! Interest Rates...How rising rates can actually help you with your deposits.

HOT TOPIC! Interest Rates...How rising rates can actually help you with your deposits.

Mitch DeWitt and Nate Condon talk about the HOT TOPIC that piqued everyone's interest this year. Times have changed, and getting a 3% APR on a loan feels like a long lost dream. Where are we at today with #interestrates, and when might they fall? #financialnews #usinterestrates #finances #heloc #loans #financialadvice #financialplanning

Sep 29, 202325:39
Talking to Your Kids About Money

Talking to Your Kids About Money

Alicia and Polly are back to discuss talking to your kids about money. It sounds so simple, yet can be a complicated topic. Listen to these two #womeninfinance discuss how they talk to their own kids about money, and why it is important.

Sep 25, 202336:54
Finding Opportunities in the Global Bond Market with PIMCO's Tina Adatia
Sep 12, 202337:07
Retirement: Have a plan!

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

Sep 11, 202327:42
Luxury Travel Abroad!

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

Aug 21, 202326:50
Financial Checklist for Job Loss

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

Aug 15, 202327:06
Business Valuation and Financial Planning

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!

Jul 26, 202323:13
An Introduction to Direct Indexing

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?

Jul 18, 202334:60
Women in Finance Part 2!

Women in Finance Part 2!

Polly Price and Alicia Vande Ven sit down to discuss how they made the career switch to finance. Hear about what obstacles they faced and what their favorite parts about finance are.

Jul 07, 202325:50
Women in Finance!

Women in Finance!

Alicia Vande Ven & Polly Price sit down with our intern Kaitlin Jordan to discuss being a woman in the male dominated financial field.

Jun 15, 202311:02
The Bull Market is Here! Let's break it down.

The Bull Market is Here! Let's break it down.

Financial Advisors Clint Walkner and Nate Condon talk about what it means to be in a Bull Market. All your questions answered.

Jun 15, 202315:28
State of the Firm: Walkner Condon

State of the Firm: Walkner Condon

Clint Walkner and Nate Condon dive into the state of the firm from new hires, to new software, to classic films we shamefully have never seen. Get all the updates on what is going down in Madison, Wisconsin on Monroe Street.

May 11, 202324:54
What type of financial advisor is right for you? Questions you should ask.

What type of financial advisor is right for you? Questions you should ask.

What type of financial advisor is right for you? Breaking down what it means to be a FEE-ONLY financial advisor. CFP's Mitch DeWitt and Alicia Vande Ven dig into the differences between advisors and why you should consider FEE-ONLY. Also, the important questions you should ask when choosing a financial advisor.

Apr 21, 202325:19
A Discussion on the Secure Act 2.0: Part 2

A Discussion on the Secure Act 2.0: Part 2

In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this legislation over two podcast episodes. This is part two.

Mar 14, 202324:21
A Discussion on the Secure Act 2.0: Part 1

A Discussion on the Secure Act 2.0: Part 1

In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this legislation over two podcast episodes. This is part one.

Mar 07, 202326:31
Cash is Trash or King? Where to Maximize Cash Returns Right Now

Cash is Trash or King? Where to Maximize Cash Returns Right Now

If you have extra cash on the sidelines and don't want to put it to work in the stock market, where are conservative places you can consider? Alicia Vande Ven and Clint Walkner discuss savings account, CDs, treasury bills and bonds, ETFs, and the advantages and drawbacks of each solution. 

Feb 24, 202321:02
Early Market Expectations

Early Market Expectations

Nate Condon and Clint Walkner discuss the early positive start to the stock market, what it might mean for equities going forward, and how the bear market of 2022 into 2023 is impacting investor's psyche....also a bit more about the words "intimated" and "tangential".

Feb 06, 202322:34
A "Guide to the Markets" Conversation with J.P.Morgan Asset Management

A "Guide to the Markets" Conversation with J.P.Morgan Asset Management

On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P.Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P.Morgan Guide to the Markets, talks about the data in the guide and how we can use it to make data-driven investment decisions. They discuss the state of inflation, macroeconomic trends, and positioning for U.S. and international markets going forward.

Note: This has been crossposted on our U.S expat focused Anchor feed as well and contains the same content.

Feb 06, 202337:29
Financial Gifting Strategies for Grandparents: Ways to Pass Wealth onto Younger Generations
Dec 17, 202233:10
The Next Generation of Financial Advisors: What Happens When Your Advisor Retires?

The Next Generation of Financial Advisors: What Happens When Your Advisor Retires?

How old is your financial advisor? For many, the image that first comes to mind of a financial advisor is an older man. And there’s data to back that up. Around 40% of financial advisors are set to retire in the next 10 years, which will ultimately shake up the advising landscape.

In this episode of Gimme Some Truth, we gathered our three youngest advisors at Walkner Condon – Alicia Vande Ven, Candidate for CFP® Certification, M.S.; Mitch DeWitt, CFP®, MBA; and Polly Price – to discuss the future of advising, a future they'll be a part of. Alica, Mitch, and Polly each draw on statistics they gathered related to the theme of the episode, opening up the floor to cover what that means for clients of financial advisors, the implications for the businesses of those retiring advisors, and more. 

Questions about this topic or other things you'd like us to cover in future episodes? Send us an email at podcast@walknercondon.com.

LINKS
40% of Advisory Assets to Transition in Next 10 Years: http://bit.ly/3Ey1GKq
Watch on YouTube: https://youtu.be/sPPjGnw-k7s
Walkner Condon's YouTube Channel
Contact Us
Meet with an Advisor

Nov 25, 202231:12
Investing in Commercial Real Estate, with Real Estate Analyst Jorgio Hopkins
Nov 11, 202228:50
Financial Markets Q3 Recap: "Trepidation in the Markets"
Oct 20, 202251:31
Should We Be Freaking Out Right Now? Comparing Stock Market Conditions Between 2018 & 2022
Oct 07, 202236:05
"Budgeting" for High-Net-Worth Families: How to Think about Cash Flow Management
Sep 23, 202238:20
Jumping Jacks Are Pointless: Inflation, Rate Hikes & The Problem with Financial Media Outlets

Jumping Jacks Are Pointless: Inflation, Rate Hikes & The Problem with Financial Media Outlets

While this episode spans 40 minutes (long for us!) and has a variety of topics, there are comparisons to be drawn between the discussion of how pointless jumping jacks are and the meat of the episode. That is, the recent market happenings over the past year reveal issues in how financial media outlets cover financial news on a daily – and even hourly – basis.

On the day of this recording, an otherwise pedestrian day in the markets, Clint pulls up one of the headlines from CNBC. That article seeks to attach reaction to Fed Chair Jerome Powell’s rate hike to the market movements, market movements that were less than 0.70% in both the Dow Jones and S&P 500. This spawns further discussion on how the financial media industry and its figureheads have trended toward being more forward-looking and predictive in recent years, forecasting that can be about as useful as jumping jacks. 

But that’s not all we cover in this episode. We also go into the recent rate hikes, inflation, proper jumping jack form (not that it matters, per Clint), and more.

LINKS
Contact Us
Meet with an Advisor

Sep 09, 202241:32
Crypto Winter: The Rocky Ride of Cryptocurrencies in 2022
Aug 26, 202233:08
Passing the Series 65 Exam: Polly's Journey to Becoming a Financial Advisor
Aug 18, 202227:22
Meet Our New Financial Advisor: Alicia Vande Ven – Candidate for CFP® Certification & "Geek with a Tan"

Meet Our New Financial Advisor: Alicia Vande Ven – Candidate for CFP® Certification & "Geek with a Tan"

There’s a new face – and voice – here at Walkner Condon. In this installment of Gimme Some Truth, we get to know Alicia Vande Ven, the newest fee-only financial advisor on our team that works with clients locally in the Madison area (and around the country). 

Alicia has quite the background – from working in Human Resources at Epic Systems in Madison, owning a homemade candle business, becoming a financial advisor, and being the parents of three kids. And outside of work, as she likes to put it, she enjoys being outdoors just as much as being indoors. Find out more about what makes her a self-proclaimed geek with a tan, what one of her favorite parts of financial planning is (hint: death and [blank]), and what drove her to go down the path of becoming an advisor.

LINKS
Alicia's Bio
Watch on YouTube
Walkner Condon's YouTube Channel
Contact Us
Meet with an Advisor

Jul 29, 202224:18
BONUS: 2022 Mid-Year Review – Inflation, Interest Rates & Performance

BONUS: 2022 Mid-Year Review – Inflation, Interest Rates & Performance

After hosting our State of the Market Webinar on July 13, we thought it important to cover similar subjects from that webinar in a more condensed, audio-friendly fashion. 

Nate Condon and Clint Walkner team up to explore trends in the market through the first half of 2022. They go over year-to-date stocks and bonds performance – plus a look back on stocks and bonds – treasuries and mortgages, inflation, the inverted yield curve, and more. 

Questions, comments, or anything else you'd like us to cover on the markets so far in 2022? Don't hesitate to reach out to us via email at podcast@walknercondon.com.

LINKS
Watch on YouTube
Watch State of the Market Webinar
State of the Market Presentation Slides
Walkner Condon's YouTube Channel
Contact Us
Meet with an Advisor

Jul 22, 202240:59
Scaling an RIA: From 2 to 10 and Beyond – Advisors, Support Staff & Space Constraints

Scaling an RIA: From 2 to 10 and Beyond – Advisors, Support Staff & Space Constraints

After somehow finding themselves in a somewhat brief 10-minute aside about Kraft Mac & Cheese, Taco Bell, Disneyland, and waterparks, Clint Walkner and Nate Condon dive into another installment of their journey of going from working in the Broker-Dealer (BD) space to owning and operating a Fee-Only Registered Investment Advisor (RIA) firm. 

In this episode of B-D to Fee-Only RIA, Clint and Nate focus on scaling in terms of staffing, spacing, and technology. After starting as just Nate and Clint for the first five years, Walkner Condon grew to a third advisor in 2017 and a fourth advisor in 2018. The trend of adding an advisor for a third consecutive year in 2019, with the addition of Keith Poniewaz, who was the first member of Walkner Condon's team of U.S. expat financial advisors. Then in 2020, the firm grew by two advisors – both of whom joined the expat team – as well as the firm's first full-time marketing staff member. In four years, Walkner Condon had gone from three total staff members to nine, necessitating another addition in 2021 – a second full-time client service specialist. 

That brings us to mid-2022. A move to add another advisor is in the works as of the publishing of this episode, bringing about another scaling concern – space constraints. At soon-to-be 11 total staff members split between two workspaces in the Walkner Condon building on Madison's Monroe Street, space is quickly running out. Walkner Condon moved to the current space in July 2016 and built out the separate suite in the building on Monroe St. and Glenway St. in 2018. Based on general consensus, 11 people between the two spaces seems to be the maximum for the current setup, which means another space option is in the not-do-far-off future.

And all that growth has also brought on the need to become more efficient with technology. One of the biggest pieces of that technology is the client web portal. Starting in mid-2021, Clint – the de-facto tech guru of the team – began the search to potentially replace Walkner Condon's existing web portal. That search ultimately culminated in early 2022 with the rollout of the new client portal, one of the biggest technology moves the firm had made, especially considering how large it had grown. 

While that's the what – and not-so-concise summary – of the scaling over the last several years, listen to the episode to get Clint and Nate's take on how it happened and why.

Questions about the episode or something specific you'd like to know more about? Send us an email at podcast@walknercondon.com or check out the links below. 

LINKS
Watch on YouTube
Walkner Condon's YouTube Channel
Meet with an Advisor
Contact Us

Jul 06, 202232:07
Is Your Home Still Covered? A Quick Conversation on Liability, Property & Casualty, and Umbrella Coverage

Is Your Home Still Covered? A Quick Conversation on Liability, Property & Casualty, and Umbrella Coverage

Jun 17, 202216:56
"Finding" the Bottom: Time In The Market Is More Important Than Timing It
May 27, 202231:12
From Broker-Dealer to Independent RIA - 10 Years Into Owning Our Financial Planning Firm

From Broker-Dealer to Independent RIA - 10 Years Into Owning Our Financial Planning Firm

Thinking of starting your own independent Registered Investment Advisor (RIA) Firm? Or maybe mulling a move from one of the big wirehouses to an RIA?

A few years back (circa 2019), the co-founders of Walkner Condon Financial Advisors – Nate Condon and Clint Walkner – sat down on Gimme Some Truth to discuss their journey from the Broker-Dealer world to the independent RIA space. Now, it's been 10 years since Nate and Clint first opened the doors to their financial planning firm. Plenty has happened in the last few years alone, much less the last 10.

In this bonus episode of GST, Nate and Clint circle back on that first conversation from a few years ago, discussing some of the more recent challenges faced as founding partners of an RIA. This conversation – one of several episodes to come over the next few months about starting an RIA – centers around the idea of staffing and firm culture. As Nate and Clint discuss, hiring the right staff and retaining them has continued to be a challenge throughout the life of Walkner Condon, particularly when it comes to support and administrative personnel. They discuss staffing as it relates to the adage, "It's not how much you can grow; it's how small can you stay," and being lean on staff on purpose.

They also dive into molding the firm's culture, including the now-trademarked phrase Comfortably Unique™, how the firm goes above and beyond just the name, and the challenges of having seven equity partners.

Questions about starting an RIA? Or ideas about other facets of this subject you'd like us to cover in future episodes of this mini-series? Let us know by using the link section below or by sending an email to podcast@walknercondon.com.

LINKS
Watch on YouTube
Walkner Condon's YouTube Channel
Contact Us

May 19, 202237:54
ETFs Explained: What are Exchange-Traded Funds? History, Differences with Mutual Funds and More

ETFs Explained: What are Exchange-Traded Funds? History, Differences with Mutual Funds and More

We've covered Exchange-Traded Funds – commonly referred to as ETFs – in myriad ways on Gimme Some Truth previous to this episode. But we've never truly dedicated an episode to ETFs. So this is us doing exactly that, zooming out to go over the basics of ETFs, their history, how they compare with mutual funds, and more.

Mitch DeWitt, MBA, and Jonathon Jordan, CEPA – two of the three Certified Financial Planner™ professionals in the Walkner Condon office – sit down to cover an introductory look at ETFs, including how Mitch is, in fact, slightly older than the first established ETF, SPDRs (Ticker: SPY), but too young to understand the wonders of listening to Poison on cassette with a Walkman – unlike Jonathon. 

A key part of the conversation involves contrasting ETFs with mutual funds, where Jonathon brings to the fore a great analogy involving piloting. And the subject of investing in ETFs vs. individual stocks also surfaces the idea of time in the market vs. trying to time the market, a common theme with how 2022 has gone so far in the markets, especially lately. Jonathon references the figure that if you missed out on the 10 best days in the market since 1930, your overall return would be 28%. And if you had stayed the course through the good days and bad, your return would be more than 17,000% (and that's not a typo).

Questions, comments or anything else? Don't hesitate to reach out to us via email at podcast@walknercondon.com.

LINKS
Jim Collins:  Good to Great
CNBC: Missing Out on the Top 10 Days in S&P Every Decade Since 1930
Investopedia: A Brief History of ETFs
Investopedia: ETF Guide
Watch on YouTube
Walkner Condon's YouTube Channel
Contact Us
Meet with an Advisor

May 13, 202227:09
What's Happening in the Bond Market? The Scoop on Bonds' Start to 2022
Apr 29, 202216:43
Bonus Episode: Financial Markets Recap for Q1 2022 – Conflict & Commodities
Apr 05, 202226:19
What are Commodities in Investing? A Primer on Commodities and Their Place in a Portfolio
Apr 01, 202233:23
Shootin' the Breeze with Clint & Nate - Pt. 2
Mar 18, 202228:28
ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing

ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing

Maybe you've thought about how you might invest more sustainably, responsibly, or equitably. Or maybe you've actually heard the term 'ESG' or 'ESG' investing. Regardless of whether you fall into one of those camps, or even if you haven't thought much about sustainable investing (regular investing can be complicated enough, as it is), it has certainly been a burgeoning area within investing over the last few years. Google Trends shows it as recently hitting its peak search interest – a 100 on a 100-point scale – in October 2021. Mitch DeWitt, CFP®, MBA, is joined by Keith Poniewaz, Ph.D. – a member of Walkner Condon's team of U.S. expat financial advisors – to explain and explore the basics of ESG investing, which is sometimes called SRI – Socially Responsible Investing. 

As Mitch and Keith explain, ESG investing isn't as simple as picking one 'ESG' fund and singlehandedly saving the planet. In fact, one fund might have completely different ESG ratings based on who is doing the rating, something Keith references in relation to this article from Bloomberg Businessweek. Together, they explain how the various ratings work, the ESG screening process, greenwashing, and more. 

LINKS
The ESG Mirage - Bloomberg Businessweek
Seven Things to Know about ESG Investing
Watch on YouTube
Walkner Condon's YouTube Channel
Contact Us
Meet with an Advisor

Mar 04, 202224:12