Walkner Condon Financial Advisors

Jonathon, Mitch, & Nate provide an update on their trip to San Diego for the TD Ameritrade conference. The Walkner Condon team sought to find ways to continuously enhance the client experience and to leverage technology along the way. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint & Keith discuss investing in taxable accounts. We explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. As index fund popularity grew, exchange-traded funds (ETFs) have grown significantly in popularity. As we look towards the future, are we looking at once again buying a large basket of individual stocks to manage taxation and risk? We discuss the new trend of "direct indexing". --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate & Mitch talk about their experiences with home improvement projects, building a new home, and moving into a new home. They bring up three (unfortunately common) mistakes that you should be able to avoid with the appropriate planning. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week Mitch and Clint sit down with Charlie Wills to discuss failure. Charlie is exploring how sharing his failures empowers others to take chances and use the lessons learned to make themselves more successful. In addition to leading a team of Realtors at his own real estate business at First Weber, Charlie is a former University of Wisconsin basketball player who played in a Final Four. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate & Clint discuss how markets will move....regardless of how you feel about it. They hit on some relevant behavioral finance topics along the way. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Dan and Leah Roe have started their own business consulting company after a successful career in public accounting, experience at a healthcare startup, starting a culture-based non-profit, and the birth of their first child. We discuss how risk is viewed by entrepreneurs as well as the impact of small changes in efficiency leading to large outcomes. --- Send in a voice message: https://anchor.fm/walkner-condon/message

The partners of Walkner Condon Financial Advisors introduce Keith Poniewaz, Financial Advisor and Director of International Advisory Services. Keith has an impressive (and credentialed) background, spent several years overseas, and has served many expatriates with their complex financial planning needs. Welcome, Keith! --- Send in a voice message: https://anchor.fm/walkner-condon/message

Mitch & Nate discuss charitable giving. They discuss why it is a big deal (hundreds of billions of dollars are charitably given each year), why giving can be a great thing, and some pitfalls to avoid. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate & Clint debate pressing items such as the best sandwich type, if it is ok to offer sweet pickles when dill is expected (spoiler: it isn't), and if your children should finish their plate clean. Why discuss these topics? To show an inside glimpse into the personalities that make up the culture at Walkner Condon Financial Advisors. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Jonathon & Mitch talk about time horizon and its significance when it comes to investing. They talk about helping investors understand their goals, why they are investing, and how their time horizons can change. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Mitch and Jonathon discuss how people can be putting more money into tax-advantaged accounts. The IRS increased the amounts that people can contribute towards 401(k), 403(b), IRAs (Roth included), and HSAs for 2019. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate, Mitch, and Clint discuss a question that comes up during volatile times in the market: "should I be freaking out right now?". They discuss recent trends, volatility over the history of the markets, and how this is all linked to your financial plan. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Mitch, Jonathon, and Clint talk about midterm elections and the markets. They discuss what has happened in the markets historically during the months before and after midterm elections, what the polls are saying (and how they can be wrong), and how all of this affects financial plans. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate and Clint bring in two special guests for this week's episode to discuss the housing market, mortgages, and interest rates. Charlie Wills of First Weber makes a second appearance on the podcast to offer his real estate expertise and Dave Grauwels of Waterstone Mortgage chips in from the lending side of the equation. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Jonathon & Mitch talk about annuities. Some people have a negative reaction when they hear "annuity" but others experience peace of mind when they own an annuity. There are times when annuities can be a good fit for a retirement plan and there are times when annuities are not appropriate. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate & Clint discuss Roth strategies and how they have helped some (but not all) clients. Believe it or not, there is more to the Roth discussion than simply opening a Roth IRA! --- Send in a voice message: https://anchor.fm/walkner-condon/message

Mitch interviews Clint to learn about the key takeaways from his trip to J.P. Morgan's ETF Symposium in New York City. ETFs, passive vs. active investing, big banks, and diversity in the financial services industry are discussed. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Jonathon & Mitch talk about the FAFSA (Free Application for Federal Student Aid), who should complete the application and why, and things to be prepared for when completing the FAFSA. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Nate, 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

Clint 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