Walkner Condon Financial Advisors

Clint 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

Nate 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

Nate 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

Jonathon 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

Mitch 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

Hanna, 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

Zach 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

Jonathon 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

Clint 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

Nate 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

Nate, 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

Jonathon 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

Nate 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

Jessie 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

Clint 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

Clint 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

Many 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

Clint, Jonathon, and Mitch discuss different phases of fatherhood and the relevant financial topics that go along with it. --- Send in a voice message: https://anchor.fm/walkner-condon/message

In this episode of Gimme Some Truth, Nate and Mitch chat about "reversion to the mean" and if significant outperformance (or underperformance) is sustained over time. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Continuing our "Get to Know" mini-series, we learn a bit more about Clint Walkner, one of the co-founders and financial advisors at Walkner Condon. --- Send in a voice message: https://anchor.fm/walkner-condon/message