Walkner Condon Financial Advisors

What is the value of an advisor? Jonathon and Mitch discuss some of the components that bring value to clients. Topics include behavioral coaching, financial planning, tax advantageous investing, rebalancing, and more. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate and Clint discuss how business models are changing in many companies, moving into subscription models and introducing other product lines that deepen the relationship between customer and company. We mention #apple, #ticketmaster, and others. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week on the podcast, financial advisors Mitch DeWitt and Keith Poniewaz talk "trends" before turning to something that has often been described as an investing "trend": Environmental, Social, Governance or ESG investing. In addition to talking about what ESG means (and it doesn't mean the same thing to every investor), they discuss how true ESG investing should extend beyond simply picking some funds to use those principles to inform your financial plan. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week's podcast discusses the old adage "penny wise, pound foolish" and applies it to modern products and services (with a detour through Antonio Brown and Seinfeld along the way). To that end, Clint, Nate, and Keith also ask where might it make sense for you to spend the extra dollar? The answer isn't the same for everyone. --- Send in a voice message: https://anchor.fm/walkner-condon/message

It's Back-to-School week on Gimme Some Truth! Keith, Nate, and Clint discuss the merits of different college majors, plus what conversations to have with your kids before freshman orientation to maximize the value of their college experience. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Clint and Keith delve into Andrew Luck's retirement and don't talk about its relevance to the Colts or fantasy football drafts. Instead, they discuss the relevance of Andrew's situation to those of our clients: while our clients may not have the 24 million dollar bonus Andrew does, they should work with their financial planner and family if the "time is right" to leave their current position. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate & Mitch wrap up the mini-series discussing the Transamerica Retirement Survey of Workers. They discuss the similarities and differences of how Millennials and Gen Xers approach the topic of retirement. For the Millennial and Gen X listeners: send us a note if the survey findings resonate with you! --- Send in a voice message: https://anchor.fm/walkner-condon/message

In this week's podcast, Nate and Keith talk with Carol "Orange" Schroeder, one of Monroe Street's best-known residents, owner of Orange Tree Imports, and founder of the Monroe Street Merchants Association. They discuss the history of Monroe Street (and Orange's personal history and the history of the Orange Tree building itself), the recent construction projects, the future of Monroe Street and why you want to be on Monroe Street on September 14th. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate & Mitch are back in the booth for the second installment of "What is Retirement?". They continue the discussion on the findings from Transamerica's Retirement Survey of Workers but specifically focus on one generation: Baby Boomers. Listen to hear some interesting, and sometimes surprising, numbers from the survey (or because you love hearing from Walkner Condon Financial Advisors!). --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate & Mitch kick off a mini-series that was inspired by Transamerica's Retirement Survey of Workers. They discuss trends on retirement in America and workers' perceptions on saving, investing for retirement, and ultimately how they envision the "retirement" phase of their lives. Nate & Mitch also give a preview of future podcasts including how different generations approach retirement. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint & Nate offer tips on resumes and interviewing, from the perspective of business owners. Walkner Condon Financial Advisors is going through a hiring process at the time of this recording, and Clint & Nate thought it would be a great time to share! --- Send in a voice message: https://anchor.fm/walkner-condon/message

The entire Walkner Condon team discusses great songs that represent America and July 4th, fair use, a t-shirt giveaway, and gives no financial advice worth noting. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week Mitch and Clint discuss the article from the Wall Street Journal, "The Best Financial Advice I Ever Got". Link to article: (https://www.wsj.com/articles/the-best-financial-advice-i-ever-got-11560737220) As a continuing series, they discuss the advice in the article "Invest 2% of Your Income in You", how time and money are intertwined but both have a significant amount of value. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate and Clint discuss the personal financial decisions they have faced in their families and the business. Included is a discussion on the changes their spouses have encountered due to job changes, construction issues, and their own investing strategies. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week's podcast features Keith, his father Ken, and Ken's shoe care tips. While they do talk about shoes (including what you should buy for a recent graduate and the importance of shoe trees), it's really about taking care of things: buy well-made products, take care of them and they'll last forever. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Keith and Mitch have a conversation about their experiences with making a career change; both of them have backgrounds outside of financial planning. They discuss motivations behind making a career change, planning & networking to make the career change actually occur, additional education & training requirements, and (potentially) financial considerations. Lastly, Milwaukee's Polish Moon is discussed. Don't know what it is? Listen to find out. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Jon and Nate discuss financial planning tips to avoid. We are bombarded with tips and suggestions from talking heads on TV and in the news that are presented as absolute truths. We talk through our thoughts on a few of these "tips" and why they should be questioned, if not, avoided, altogether. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint speaks with Israel Lopez, an entrepreneur that has a great story overcoming adversity. Once homeless, Israel was on his own at an early age yet still managed to play college football, graduated college, and went on to law school at UW-Madison. After graduation, he worked as a lawyer and found an interest in technology startup companies. Israel's most recent project is Politiscope, an app that strives to give a balanced view of legislation and politics. Israel discusses the process around raising money for startups, and the challenges he faces in growing an idea into an app and taking it all the way to exit. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Keith & Nate chat with Kyle LaFond, founder of American Provenance, a company that makes natural prep & maintenance products for men & women. Kyle goes through the challenges of managing a small business that is growing rapidly. This business was born out of a simple idea he had when he was a teacher - to make a deodorant that is both effective and free of many of the chemicals found in current products. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint and Nate discuss a topic that has been on an uptick lately: whole life insurance policies. When do they make sense and when are they oversold? Listen to find out. --- Send in a voice message: https://anchor.fm/walkner-condon/message