Walkner Condon Financial Advisors
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 102:30:57
- Mais informações
Informações:
Sinopse
Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area.Check out our "Gimme Some Truth" Podcast to hear about market concepts, investment trends, financial planning tips and more.
Episódios
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What's in a Name?
05/09/2018 Duração: 24minNate, Clint, and Mitch discuss the many different titles that are found in the business of financial advice. Advisors, Consultants, Planners...the list goes on. They talk about resources, certifications, and other considerations that you should look at beyond the title of your advisor. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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3 Questions You Should Not Ask Your Advisor (or should you?)
29/08/2018 Duração: 26minClint and Mitch discuss a Forbes article that mentions three questions that you shouldn't ask your financial advisor. They discuss performance benchmarks relative to your portfolio, your returns compared to your neighbor's returns, and rising interest rates. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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CATS - Cute animals or investment process?
22/08/2018 Duração: 22minClint takes the podcast booth by storm in what appears to to be the first solo episode of Gimme Some Truth. He talks about CATS - an acronym that he came up with to describe the disciplines that we build into our portfolios at Walkner Condon. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Year to Date Market Review
15/08/2018 Duração: 28minNate and Clint kick off a new quarterly segment of Gimme Some Truth: The Quarterly Market Review. In the first installment they discuss what has happened in the markets so far in 2018. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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When should I hire a Financial Advisor?
08/08/2018 Duração: 18minNate and Clint discuss when it is most appropriate to seek professional financial advice. This is a topic that many have wondered, but do not know where to start. Thank you to the listeners that requested this topic! --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Meet the President and CEO, Make-A-Wish Wisconsin: Patti Gorsky
01/08/2018 Duração: 22minJonathon and Clint discuss the mission of Make-A-Wish Foundation of Wisconsin with Patti Gorsky, wishes that stood out over the course of her career, and the challenges of fundraising after tax reform. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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How Will Rising Interest Rates Affect My Debt?
25/07/2018 Duração: 21minMitch and Jonathon talk about credit cards, debt, and how rising interest rates will affect just about everybody. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Money Smart Kids Make Money Smart Adults
18/07/2018 Duração: 22minHanna, a recent UW-Madison grad, talks about college budget considerations and paying her way through school. Nate and Mitch join her to discuss some financial topics that college students may overlook. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Meet a Madison Entrepreneur - Zach Blumenfeld
03/07/2018 Duração: 27minZach Blumenfeld of ThirdSpace and CultureCon joins Mitch and Clint for this week's episode of Gimme Some Truth. They discuss what culture means to an organization, how culture can be measured, and the "culture problem" that ThirdSpace is solving. Financial considerations for entrepreneurs is also discussed. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Long Term Care
20/06/2018 Duração: 27minJonathon and Clint talk about the need for long term care, the different types of care that it includes, and how to approach long term care from a financial perspective. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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What will happen to Social Security and Medicare?
13/06/2018 Duração: 26minClint and Mitch talk about the 2018 findings from the trustees of the Social Security and Medicare trust funds. They discuss the projected shortfall and what it means with respect to your financial plan. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Building a Successful Real Estate Team with Matt Winzenried
30/05/2018 Duração: 26minNate and Mitch talk with Matt Winzenried of Realty Executives. Matt has built a successful real estate practice in the Madison market focused on a team-based client service approach. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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What should a modern financial planning practice look like?
23/05/2018 Duração: 27minNate, Clint, and Mitch talk about what a modern financial planning firm should look like. How up-to-date is your current advisor? --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Choosing A College Major
16/05/2018 Duração: 22minJonathon and Mitch discuss how they decided on a college major and bring up some items to for the next generation to consider as they think about their future career. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Fiduciary or Pretender
10/05/2018 Duração: 12minNate and Clint talk about client standard of care in the financial services industry. They address the difference between the fiduciary standard and the suitability standard. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Get to know a Madison nonprofit: Meet Jessie Lerner from Sustain Dane
07/05/2018 Duração: 29minJessie Lerner, the Executive Director of Sustain Dane, was welcomed into the Walkner Condon studio. Mitch and Clint chat with Jessie about Sustain Dane, challenges that nonprofits face, and events to look for in 2018 in the Madison, WI area. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Home Renovation
30/04/2018 Duração: 31minClint and Nate talk about a topic that has come up frequently with clients: home renovation. They discuss the financial considerations and subjective factors of a home renovation. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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My Stock is Better than Your Stock
23/04/2018 Duração: 24minClint and Nate talk about trading individual stocks, why some people do it, and why others do not. --- Send in a voice message: https://anchor.fm/walkner-condon/message
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Investing Near A Peak
17/04/2018 Duração: 26minMany people comment, "with the stock market so high, shouldn't I just wait to invest during the next downturn?". Jonathon and Mitch discuss investing near an all-time stock market high. --- Send in a voice message: https://anchor.fm/walkner-condon/message