Walkner Condon Financial Advisors

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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

#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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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! --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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? --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

Alicia Vande Ven & Polly Price sit down with our intern Kaitlin Jordan to discuss being a woman in the male dominated financial field. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

Financial Advisors Clint Walkner and Nate Condon talk about what it means to be in a Bull Market. All your questions answered. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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.  --- Send in a voice message: https://anchor.fm/walkner-condon/message

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". --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

The holiday season is upon us, and so is the stress of what to get for the loved ones in our lives. You could purchase the latest toy or technology. But what if you want to step outside of the proverbial gift box and do something for your kids or grandkids that will last longer than the newest version of the iPhone? That’s where this episode of Gimme Some Truth comes in. Nate and Mitch gather in our somewhat festive studio to discuss financially-minded gift options that have the potential to keep on giving – contributions to accounts like a 529 savings plan, 401k, or Roth IRA for your younger generations of loved ones. And while it’s a holiday-minded topic, as Nate reminds us, these types of gifts don’t have to be given just during the holidays. 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 Investor.gov Compound Interest Calculator: https://bit.ly/3Wr8LUi Watch on YouTube: https://youtu.be/2LTfuwc_6t4 Walkner Condon

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? LINKS 40% of Advisory Assets to Transition in Next 10 Years: http://bit.ly/3Ey1GKq Watch on YouTube: https://youtu.be/sPPj

In this brand-new episode of Gimme Some Truth, we delve into a topic we haven’t covered previously on the podcast – Commercial Real Estate. MLG Capital real estate analyst Jorgio Hopkins – a Madison native and UW-Madison grad – sits down with Walkner Condon's Jonathon Jordan, CFP, CEPA, and Nate Condon to cover the basics of this potential investing avenue. They go over the essentials of the sector, how broader investing themes like COVID-19 & interest rates have impacted commercial real estate, and how potential investors can access these types of investments. Questions about this topic or other topics you'd like us to cover in future episodes? Send us an email at podcast@walknercondon.com.  LINKS Watch on YouTube Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice message: https://anchor.fm/walkner-condon/message