Walkner Condon Financial Advisors

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

Jonathon and Mitch talk with Dr. Robb Warren of Warren Family Dental. Dr. Warren has owned a couple of dental practices, is incredibly charitable with his time and resources, and always strives to preserve his priorities and maintain balance in his life. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Have you ever thought, "I should just flip a house and make a bunch of money"? It isn't as easy as it seems. Matt Winzenried from Realty Executives joins Nate & Mitch to discuss his experience, successes, and challenges with executing a "flip". --- Send in a voice message: https://anchor.fm/walkner-condon/message

Mitch has a conversation with Krysta Wetzel, the Executive Director of Affordable Dental Care, Inc. Krysta talks about the gap between qualifying for state assistance and the ability to afford traditional dentistry costs. About half of those that retire and lose dental insurance will not make it back to the dentist. --- Send in a voice message: https://anchor.fm/walkner-condon/message

On this week's podcast, Keith and Nate discuss the future of Madison with President of Downtown Madison, Inc. Jason Ilstrup. Jason identifies the key issues facing Madison's downtown (transport and equality) and the various methods they are using to solve these problems. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Keith, Jonathon, & Clint discuss the characteristics of an ideal client (spoiler: it isn't "having a ton of money"). Being a good FIT is a hugely important topic for Walkner Condon and their clients. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint, Nate & Keith talk about the phenomenon of an inverted yield curve: what does it mean, should we worry, and what can we interpret from it? --- Send in a voice message: https://anchor.fm/walkner-condon/message

Keith and Mitch are in the booth to discuss spring cleaning - in their homes as well as with their financial matters. They discuss a few actionable ideas that people could revisit this time of year, including IRA contributions, savings strategies, and what to do with your tax documents. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint & Nate talk to Mike Bauhs, an expert in cybersecurity with Palo Alto Networks. Cybersecurity is always relevant, especially during tax time. They talk about the different types of cybersecurity risks that can affect you personally or an entire organization. --- Send in a voice message: https://anchor.fm/walkner-condon/message