Walkner Condon Financial Advisors

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

Nate Condon and Clint Walkner discuss the early positive start to the stock market, what it might mean for equities going forward, and how the bear market of 2022 into 2023 is impacting investor's psyche....also a bit more about the words "intimated" and "tangential". --- Send in a voice message: https://anchor.fm/walkner-condon/message

On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P.Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P.Morgan Guide to the Markets, talks about the data in the guide and how we can use it to make data-driven investment decisions. They discuss the state of inflation, macroeconomic trends, and positioning for U.S. and international markets going forward. Note: This has been crossposted on our U.S expat focused Anchor feed as well and contains the same content. --- Send in a voice message: https://anchor.fm/walkner-condon/message

The holiday season is upon us, and so is the stress of what to get for the loved ones in our lives. You could purchase the latest toy or technology. But what if you want to step outside of the proverbial gift box and do something for your kids or grandkids that will last longer than the newest version of the iPhone? That’s where this episode of Gimme Some Truth comes in. Nate and Mitch gather in our somewhat festive studio to discuss financially-minded gift options that have the potential to keep on giving – contributions to accounts like a 529 savings plan, 401k, or Roth IRA for your younger generations of loved ones. And while it’s a holiday-minded topic, as Nate reminds us, these types of gifts don’t have to be given just during the holidays. Questions about this topic or other things you'd like us to cover in future episodes? Send us an email at podcast@walknercondon.com. LINKS Investor.gov Compound Interest Calculator: https://bit.ly/3Wr8LUi Watch on YouTube: https://youtu.be/2LTfuwc_6t4 Walkner Condon

How old is your financial advisor? For many, the image that first comes to mind of a financial advisor is an older man. And there’s data to back that up. Around 40% of financial advisors are set to retire in the next 10 years, which will ultimately shake up the advising landscape. In this episode of Gimme Some Truth, we gathered our three youngest advisors at Walkner Condon – Alicia Vande Ven, Candidate for CFP® Certification, M.S.; Mitch DeWitt, CFP®, MBA; and Polly Price – to discuss the future of advising, a future they'll be a part of. Alica, Mitch, and Polly each draw on statistics they gathered related to the theme of the episode, opening up the floor to cover what that means for clients of financial advisors, the implications for the businesses of those retiring advisors, and more.  Questions about this topic or other things you'd like us to cover in future episodes? LINKS 40% of Advisory Assets to Transition in Next 10 Years: http://bit.ly/3Ey1GKq Watch on YouTube: https://youtu.be/sPPj

In this brand-new episode of Gimme Some Truth, we delve into a topic we haven’t covered previously on the podcast – Commercial Real Estate. MLG Capital real estate analyst Jorgio Hopkins – a Madison native and UW-Madison grad – sits down with Walkner Condon's Jonathon Jordan, CFP, CEPA, and Nate Condon to cover the basics of this potential investing avenue. They go over the essentials of the sector, how broader investing themes like COVID-19 & interest rates have impacted commercial real estate, and how potential investors can access these types of investments. Questions about this topic or other topics you'd like us to cover in future episodes? Send us an email at podcast@walknercondon.com.  LINKS Watch on YouTube Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice message: https://anchor.fm/walkner-condon/message

How did the markets fare in the third quarter? What trends are unfolding this year? And what’s on the horizon for the rest of the year? Nate Condon and Clint Walkner unearth the answers to those questions (and more) in this bonus episode of Gimme Some Truth, our Q3 market recap. Armed with data from JPMorgan’s Guide to the Markets, Clint & Nate explore the drivers of inflation, U.S. market outperformance, bonds, and more. Questions related to this podcast or topics you'd like us to cover in future episodes of Gimme Some Truth? Send an email to podcast@walknercondon.com. LINKS JPMorgan: Guide to the Markets Watch on YouTube Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice message: https://anchor.fm/walkner-condon/message

Is it 2018 again? Several of the financial factors at play this year are very evocative of four years ago. So much so, in fact, that Walkner Condon financial advisors Mitch DeWitt and Nate Condon thought about just re-posting this 2018 market commentary episode titled, “Should We Be Freaking Out Right Now?” Instead, we thought better of that idea and decided on using a few audio highlights of that episode in a fresh recording with advisors Mitch, Nate, and Polly Price. They cover the similarities in mortgage rates, yield curve, and the Federal Funds Rate, and once again pose the question, ‘Should we be freaking out right now?’ Questions about this episode or other topics related to investing and retirement planning? Send us an email at podcast@walknercondon.com or head to the links section below. LINKS Should We Be Freaking Out Right Now - Original Episode As Fall Falls: A Market Prospective (Blog) Watch on YouTube Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice messag

The words ‘budget’ and ‘budgeting’ often carry negative connotations: “It’s not in the budget” or “let’s sit down and take a look at the budget.”  For high-net-worth families and individuals, it might not be the negative connotations as much as a budget seeming unnecessary if you have comfortable salaries and a disposable income cushion. And while we’re not fans of the word ‘budget’ either, we felt it was important to put the word front and center to jumpstart the conversation about what high-net-worth families should think about when it comes to the topic.  In this episode, Clint Walkner and Nate Condon are joined by Alicia Vande Ven, M.S., Candidate for CFP® Certification, to discuss cash flow management. Alicia draws on her background of scrupulously saving and spending during her college years, where she developed a cash flow management structure (and spreadsheet, of course) that she still uses to this day. Though her financial picture has changed, that cash flow management has adapted over the

While this episode spans 40 minutes (long for us!) and has a variety of topics, there are comparisons to be drawn between the discussion of how pointless jumping jacks are and the meat of the episode. That is, the recent market happenings over the past year reveal issues in how financial media outlets cover financial news on a daily – and even hourly – basis. On the day of this recording, an otherwise pedestrian day in the markets, Clint pulls up one of the headlines from CNBC. That article seeks to attach reaction to Fed Chair Jerome Powell’s rate hike to the market movements, market movements that were less than 0.70% in both the Dow Jones and S&P 500. This spawns further discussion on how the financial media industry and its figureheads have trended toward being more forward-looking and predictive in recent years, forecasting that can be about as useful as jumping jacks.  But that’s not all we cover in this episode. We also go into the recent rate hikes, inflation, proper jumping jack form (n