Walkner Condon Financial Advisors

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 103:55:08
  • 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

  • Essential Year-End Financial Checklist: Maximize Savings & Tax Benefits for 2024

    04/11/2024 Duração: 22min

    As 2024 comes to a close, it’s time to get your financial ducks in a row for the new year. Reviewing essential areas now can help you maximize tax efficiency, protect assets, and set up for a successful 2025. Here’s your year-end checklist to keep everything on track: Maximize Retirement Contributions – Ensure you’re making the most of 401(k), IRA, and HSA contributions. If you’re over 50, don’t forget those catch-up contributions! Review Tax and Estate Planning – Consider year-end strategies like Roth conversions, charitable donations, and estate updates to reduce taxable income. Evaluate Insurance Coverage – Double-check that your life, disability, and long-term care insurance meets your needs. Reviewing beneficiaries now can avoid future headaches. Manage Debt and Optimize Interest Rates – Look at mortgage rates, high-yield savings, and credit lines to make sure you’re getting the best rates before the new year. Update Investment Allocation – Rebalance your portfolio to align with your financial

  • Nate and Clint's Foray Into A.U.A. (Ask Us Anything!)

    22/10/2024 Duração: 25min

    In this episode, Nate and Clint spend some time diving into some crowdsourced questions, as we amend "Ask Me Anything (AMA)" to "Ask Us Anything (AUA)". We spend some time discussing things we have learned from our spouses, how Walkner Condon was named, and why Nate strong dislikes jeans in the office. We welcome questions for future episodes. send them along!

  • "Don't Fight The Fed"?! Our Current Thoughts and Historical Context on Fed Rate Cuts

    03/10/2024 Duração: 17min

    When the Fed cuts rates, what does it say about the economy? Does it mean we are on the cusp of a recession, or might it be a bullish signal? Nate, Clint, and Syl sit down to speak about the most recent Fed rate cut in September 2024 and also what it means in the context of prior rate cuts.

  • An Introduction to Index Investing

    23/09/2024 Duração: 18min

    Discover more about the world of index investing in our video podcast. We dive into the history of index funds, starting with the creation of the S&P 500 and the revolutionary move by Vanguard in 1976. Learn the differences between major indexes like the Dow Jones and Russell 2000, and explore the rise of Exchange Traded Funds (ETFs), which offer tax efficiency, intraday trading, and accessibility for smaller investors. We also break down key index construction methods, such as market-cap-weighted vs. equal-weighted indexes, and discuss how different approaches impact portfolio performance. Additionally, gain insights into factor indexing strategies and how modern investing has evolved beyond passive approaches, utilizing factors like size, momentum, and quality to enhance returns. This video is for anyone wanting to understand: The history and benefits of index investing How ETFs differ from mutual funds Why factor-based strategies are gaining popularity. The key differences in index construction

  • Three Important Factors When Opening a Health Savings Account (HSA)

    09/09/2024 Duração: 18min

    Polly, Clint, and Nate discuss some important factors around HSA accounts - did you know you can invest the proceeds into stocks, bonds, and funds? We discuss how HSAs have some similar properties to Roth IRAs and then an added benefit of being tax deductible on top of tax free if used for medical expenses. We also caution people how to appropriately look at HSAs in regards to balancing investments with timeframe and expected distributions.

  • A Deeper Dive into Andrew Klein's Career, Financial Advisor and Career Changer

    28/08/2024 Duração: 19min

    In this episode we get to know Andrew Klein, our newest financial advisor that recently joined us at Walkner Condon. Andrew is a career changer - very briefly considered a career in education, and worked at ESPN in Madison. After pivoting to financial services, he began his career at MassMutual and focused on helping his clients with retirement income and tax planning. In his spare time he loves Wisconsin sports, playing golf, and is also a fitness instructor and fitness enthusiast.

  • Roth IRAs: Opportunities and Pitfalls

    01/08/2024 Duração: 15min

    Mitch & Alicia are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool and how it can be part of a “tax-diversified” strategy. Mitch & Alicia discuss when it makes sense for Roth retirement contributions vs. tax-deferred contributions, as well as opportunistic times when someone could consider Roth as part of their plan, whether it is a young investor, pre-retiree, or those in retirement. Not only do people use Roth strategies in their own game of tax arbitrage, but Roth is also something to consider when it comes to legacy planning for the next generation! Lastly, there are things to watch out for when making a Roth vs. tax-deferred or a Roth Conversion strategy. Take a listen to find out more.

  • Navigating Blended Families Finances

    31/05/2024 Duração: 25min

    Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Economic and Market Update Featuring Andrew Opdyke, CFA - Economist

    17/05/2024 Duração: 32min

    Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of multinational corporations. We hope that this podcast will help to provide some insight on the current state of the economy and how the Fed may navigate the remainder of 2024. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Polly's Housing Market Experience

    06/05/2024 Duração: 28min

    Polly shares her journey of selling a home to finding and buying the ideal place with Nate. This story covers the emotional rollercoaster and the complex steps of their housing journey. #RealEstateJourney --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • The Upcoming Year at Walkner Condon

    22/04/2024 Duração: 26min

    Nate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Vetting Domestic Brokerages 2024 Edition

    10/04/2024 Duração: 34min

    Tune in with Nate and Mitch as they dive into picking the perfect brokerage for your money path. #finance #investing --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Evan Waltz: New Kid In The Firm

    22/03/2024 Duração: 22min

    On this podcast meet the newest member of Walkner Condon, Evan Waltz. Hear about his journey here and what it took. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Charitable Giving with Anna January - Market Report 2024

    08/03/2024 Duração: 31min

    In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions. Read the 2024 Market Report here: https://walknercondon.com/2024-market-outlook-2/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Timing the Market - 2024 Market Report

    01/03/2024 Duração: 21min

    Mitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Housing Market "New Normal" - Market Report 2024

    23/02/2024 Duração: 31min

    Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Soft Landing and Bonds - Market Report 2024

    16/02/2024 Duração: 31min

    Mitch and Keith are talking about their articles for our 2024 Market Report. Keith talks about his piece on bonds and Mitch talks about piece on the possibility of a soft landing. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Recency Bias - Market Report 2024

    09/02/2024 Duração: 30min

    Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market. Read the article here: --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • What Year Is It? - 2024 Market Report

    29/01/2024 Duração: 33min

    This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece. Read the Walkner Condon 2024 Market Outlook here: ⁠https://walknercondon.com/2024-market-outlook-2/⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Gimme Some Truth: Holiday Traditions

    20/12/2023 Duração: 31min

    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

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