Walkner Condon Financial Advisors

Clint and Nate talk about their traditions surrounding the holidays and family. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

Nate and Clint run through the list of financial topics to get on top of before the end of the year. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

Clint and Keith chat about the disconnect between Consumer Sentiments negative trends and the actual market data that shows an upswing. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

Nate Condon chats with Megan Jerabek about the NIL Rule changes and the Supreme Courts decision regarding student athletes --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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

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