Walkner Condon Financial Advisors

This week in the booth, Jonathon sits down with Bill Schultz, executive director of The Miracle League of Dane County, to talk about his mission to make baseball accessible to every child. You can check out The Miracle League here: https://www.danecountymiracleleague.com/ --- Send in a voice message: https://anchor.fm/walkner-condon/message

On this episode, advisors Keith Poniewaz and Clint Walkner discuss the movie "Miracle," transitions, w-2 v 1099, and maximizing your benefits and minimizing your taxes when you move from being an employee to self-employed. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Mitch and Hannah join Nate in the booth once again to update us on their current educational pursuits-- Mitch is getting his CFP and Hannah is studying for the Series 65 exam. Topics covered include designations, estate planning, what’s next, and a strikingly handsome new associate producer named Alf. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Clint, Nate, Keith, and Hannah talk about the Democratic primaries in Iowa and New Hampshire, as well as what possible market effects we might see based on the 2020 election. Predictions are made, speculation is had, and Alf is in the booth! --- Send in a voice message: https://anchor.fm/walkner-condon/message

On this week's suddenly timely podcast, Keith Poniewaz is joined by Scott McDonell, the Dane County Clerk, to discuss the mechanics of elections, the worrying influence of social media mis- (and dis-) information on elections, and how Wisconsin's decentralized system is good for elections (but tough to drive to in February). --- Send in a voice message: https://anchor.fm/walkner-condon/message

Can you be financially independent without real estate? Is real estate the key to financial independence? This week on Gimme Some Truth, Nate and Keith cut through the hype on one of the questions they get most often: "Should I buy a rental property?" --- Send in a voice message: https://anchor.fm/walkner-condon/message

What does your retirement look like? Some people have planned (financially) for retirement but don't have a plan on how they will actually spend their time once they stop working. Nate, Clint, and Mitch are in the booth this week to discuss what they've seen people do during their "retirement." --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, our resident professor, Dr. Keith Poniewaz, is in the booth with Clint to talk about the ways academic faculty can take full advantage of the unique financial offerings of the university system. They also discuss how habits developed by graduate students can become patterns of poor investing by professors, as well as pertinent tips on where to find the best "discount tweed." --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Nate, Jonathon, and Mitch are in the booth for the first podcast of the decade! During this time of resolutions, they discuss personal and professional goals and how to break a long-term goal into more manageable "sub-goals" along the way. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, everyone at Walkner Condon reveals their picks for THE GREATEST CHRISTMAS SONG OF ALL TIME! A few candidates for the worst Christmas song also come up, hot takes abound, and Keith dares us all to say anything bad about a holiday classic. From all of us at Walkner Condon, we wish you happy holidays and a prosperous new year! --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint, Nate, and Mitch are in the booth this week to discuss the implications of a shocking new FT-Peterson poll. According to the data, 61% of Americans said that stock movements had little or no effect on their financial well being. Only 40% of those surveyed said the stock market has been going up in 2019, and 18% even said it decreased. (The S&P 500 has been hovering at record highs, and the index is up 26% this year.) --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate and Clint discuss whether or not budgeting is an effective way to manage your finances, the tools that can be used for those that use budgets, and radio personalities gone wrong. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Jonathon and Keith sit down with Itaru Nagano and Patrick Sierra. The former top chef of L'Etoile and his business partner talk about why they chose Monroe Street for their new venture, their background at Madison's premier fine dining restaurant, and Itaru's passion for perfect culinary technique. Fairchild will be opening later this Spring in the former Jac's space on Monroe Street. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint, Keith, and Nate discuss the news of a merger between two of the biggest custodians in the United States, TD Ameritrade and Schwab. After explaining how they’ll be monitoring the merger to ensure a consistent experience for their clients, they also cover how the merger will affect the industry at large and global customers. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Mitch and Hannah join Nate in the booth this week to talk about their current educational pursuits-- Mitch is getting his CFP and Hannah is beginning her studies for the Series 65 exam. Topics covered include super powers, Mark Wahlberg, Franz Ferdinand, and the benefits of a workplace committed to continuing professional education. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint and Nate discuss a few financial items that may impact our clients financially, including contribution limit increases, the potential change in advertising rules from the SEC, and qualified charitable distributions (QCDs). We also discuss William Roth and that other guy, as well as a modest proposal for a 28th amendment. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Mitch and Keith sit down with Garth Beyer to talk about his new Monroe St business, Garth's Brew Bar. He's an open book about what it takes to start your own business, and they delve into Garth's history with Madison, craft beer, and his love of a well-thought-out, community bar. Garth's will open on Monroe St in early December. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Today on Gimme Some Truth, Clint and Nate shoot the breeze on the first snow day of the season, covering everything from family to discount shopping tips, Warby Parker, and how to decide if you need an air fryer. They also pitch a personal-finance themed Disney princess movie! --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate and Mitch are back in the booth to discuss soup, technology, and low (or zero) trading costs. A theme throughout this episode is "if you aren't growing or investing in technology, you're falling behind." Not only does that apply to the world at large, but specifically to financial advisory practices, as well. --- Send in a voice message: https://anchor.fm/walkner-condon/message

On this week's special edition of the "Gimme Some Truth" podcast, Clint and Keith discuss the winners and losers from the recent decisions by several major custodians (Charles Schwab, TD Ameritrade, and Interactive Brokers) to go to zero commission trading for ETFs and stocks. --- Send in a voice message: https://anchor.fm/walkner-condon/message