All Episodes
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals — 287 episodes
Big Announcements: New HQ, a Promotion & a Retirement | Gimme Some Truth
How to Tap Into Your Portfolio Without Triggering Capital Gains Tax — Box Spread Portfolio Loans Explained
Non-Qualified Deferred Compensation (NQDC)— Risks, Rewards & What to Know Before You Elect
Wisconsin Retirement System Explained — What Every WRS Participant Should Know
Why Retirement Is Harder Than You Think, Part 2: Hidden Costs, Tax Traps & Tough Conversations
Gifting Money to Family: Tax Rules, Common Mistakes & What You Need to Know in 2026
Why Retirement Is Harder Than You Think: Emotional and Financial Realities Explained
AI and Value Investing: Is the Growth Stock Era Over?
Q1 2026 Analysis: Geopolitical Tensions, The Saas Selloff, and Volatility Returns
Abbott Acquires Exact Sciences: Planning Opportunities for Employees with Company Stock
Is the U.S. Dollar Losing Reserve Currency Status? The Data Says…
Rethinking Portfolio Strategy: The Rise of Alternative Investments
Iran War & Stock Market: What Every Investor Needs to Know
2026 Market Outlook: 5 Forces That Could Reshape Stocks This Year
Is the S&P 500 Too Concentrated? What Investors Need to Know
Walkner Condon Releases Its 2026 Market Outlook: Key Considerations for Investors
What Causes a Market Bubble? Psychology, FOMO & High Valuations
Is Gold Still a Safe Haven? Breaking Down the Recent Spike
Prediction Markets Explained: Investing or Just Gambling?
Should You Itemize Again? The Expanded SALT Deduction Breakdown
Long-Term Care Insurance 101: Myths, Costs, and Modern Options
Maximize Your Cash in 2025: Smart Strategies for Today’s Financial Landscape
Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management
How to Access Liquidity Without Selling Investments | Pledged Asset Lines
Understanding Equity Compensation: A Guide to Stock Options and Planning
Navigating Your Epic Equity: From Vesting to Exit Planning
Investor Insights: Q3 Recap and Q4 Themes to Watch
Social Security’s Uncertain Future: Risks, Insights, and Strategies
Is the S&P 500 Really Diversified? The Hidden Risks Investors Ignore
How the GENIUS Act Could Reshape Crypto, Stablecoins, and Digital Payments
Rethinking Social Security: When Might Claiming Benefits Early Be in Your Best Interest?
Are US Stocks Overvalued? Tariffs, AI & Market Risk Debate
Walkner Condon Acquires King Financial Group, LLC | Meet Andy King
Understanding Alternative Investments | Private Equity, Real Estate, Crypto & More
First-Time Home Buyer Challenges: Real Experiences, Budget Planning, and Hidden Costs
Looking Ahead After Tax Season: Estimated Taxes and Financial Preparation
How to Conquer Market Fear | Investment Strategies for Volatile Times (2025 Insights)
Top 8 Common Tax Mistakes to Avoid This Year | Tips for Individuals & Small Businesses
Understanding Bonds: Yield Curves, Market Trends, and Investment Tips
🏠 Home Buying Challenges in 2025: Rising Rates, Low Inventory & Smart Strategies
Money with Purpose | Trailblazing Women Who Changed Finance Forever
Estate Planning Made Simple: Will, Trust, or Beneficiary Designation?
Estate Planning Made Simple: Why is Estate Planning Important?
2025 Market & AI Disruptions: How Politics, Technology & Taxes Impact Your Investments
A CPA’s Leap into Financial Advising | Meet Ian Beardsley
2025 Market Outlook & Insights: Syl & Clint Discuss Economic Trends, AI, and Investment Strategies
Money with Purpose: How Women Can Reframe Conversations About Money
Embrace the Change: Navigating Life's Big Shifts with Confidence
Retirement Planning for UW System and State of Wisconsin Employees
How to Make Navigating Required Minimum Distributions (RMDs) Less Taxing
Essential Year-End Financial Checklist: Maximize Savings & Tax Benefits for 2024
Nate and Clint's Foray Into A.U.A. (Ask Us Anything!)
"Don't Fight The Fed"?! Our Current Thoughts and Historical Context on Fed Rate Cuts
An Introduction to Index Investing
Three Important Factors When Opening a Health Savings Account (HSA)
A Deeper Dive into Andrew Klein's Career, Financial Advisor and Career Changer
Roth IRAs: Opportunities and Pitfalls
Navigating Blended Families Finances
Economic and Market Update Featuring Andrew Opdyke, CFA - Economist
Polly's Housing Market Experience
The Upcoming Year at Walkner Condon
Vetting Domestic Brokerages 2024 Edition
Evan Waltz: New Kid In The Firm
Charitable Giving with Anna January - Market Report 2024
Timing the Market - 2024 Market Report
Housing Market "New Normal" - Market Report 2024
Soft Landing and Bonds - Market Report 2024
Recency Bias - Market Report 2024
What Year Is It? - 2024 Market Report
Gimme Some Truth: Holiday Traditions
Gimme Some Truth: End of the Year Checklist
Gimme Some Truth: Vibe Session about Consumer Sentiment
NIL Rules Change with Megan Jerabek
HOT TOPIC! Interest Rates...How rising rates can actually help you with your deposits.
Talking to Your Kids About Money
Finding Opportunities in the Global Bond Market with PIMCO's Tina Adatia
Retirement: Have a plan!
Luxury Travel Abroad!
Financial Checklist for Job Loss
Business Valuation and Financial Planning
An Introduction to Direct Indexing
Women in Finance Part 2!
Women in Finance!
The Bull Market is Here! Let's break it down.
State of the Firm: Walkner Condon
What type of financial advisor is right for you? Questions you should ask.
A Discussion on the Secure Act 2.0: Part 2
A Discussion on the Secure Act 2.0: Part 1
Cash is Trash or King? Where to Maximize Cash Returns Right Now
Early Market Expectations
A "Guide to the Markets" Conversation with J.P.Morgan Asset Management
Financial Gifting Strategies for Grandparents: Ways to Pass Wealth onto Younger Generations
The Next Generation of Financial Advisors: What Happens When Your Advisor Retires?
Investing in Commercial Real Estate, with Real Estate Analyst Jorgio Hopkins
Financial Markets Q3 Recap: "Trepidation in the Markets"
Should We Be Freaking Out Right Now? Comparing Stock Market Conditions Between 2018 & 2022
"Budgeting" for High-Net-Worth Families: How to Think about Cash Flow Management
Jumping Jacks Are Pointless: Inflation, Rate Hikes & The Problem with Financial Media Outlets
Crypto Winter: The Rocky Ride of Cryptocurrencies in 2022
Passing the Series 65 Exam: Polly's Journey to Becoming a Financial Advisor
Meet Our New Financial Advisor: Alicia Vande Ven – Candidate for CFP® Certification & "Geek with a Tan"
BONUS: 2022 Mid-Year Review – Inflation, Interest Rates & Performance
Scaling an RIA: From 2 to 10 and Beyond – Advisors, Support Staff & Space Constraints
Is Your Home Still Covered? A Quick Conversation on Liability, Property & Casualty, and Umbrella Coverage
"Finding" the Bottom: Time In The Market Is More Important Than Timing It
From Broker-Dealer to Independent RIA - 10 Years Into Owning Our Financial Planning Firm
ETFs Explained: What are Exchange-Traded Funds? History, Differences with Mutual Funds and More
What's Happening in the Bond Market? The Scoop on Bonds' Start to 2022
Bonus Episode: Financial Markets Recap for Q1 2022 – Conflict & Commodities
What are Commodities in Investing? A Primer on Commodities and Their Place in a Portfolio
Shootin' the Breeze with Clint & Nate - Pt. 2
ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing
Filing Your 2021 Taxes – A Primer of What to Know for This Year's Tax Season
2022 Market & Investment Outlook: Inflation, Interest Rate Hikes, Volatility – It Only Gets Harder from Here
New Year's Resolutions for Your Financial Life
How should we handle finances in our marriage, relationship or partnership?
Our Top Three Investing, Finance & Money Book Recommendations
Our End-of-Year Financial Planning & Investing To-Do List for the Remainder of 2021
A Conversation on Cryptocurrency and the Direction (and Potential) of Digital Currencies
Selling or Leaving Your Business? Why a Business Succession Plan is Key, with Jonathon Jordan, Certified Exit Planning Advisor
An Update on the Madison Real Estate Market with Charlie Wills and Ryan Smith
Past Performance is Not Indicative of Future Results: An Investing Lesson from the Ryder Cup
Understanding Updates to the University of Wisconsin System's 403(b) Supplemental Retirement Program
The Intersection Between Investing Style and Golf: Patrick Cantlay vs. Bryson DeChambeau
Why Should I Hire (or Fire) a Financial Advisor?
Picking a College Major (From a Parent's Perspective)
Let's Talk Lumber: An Insider Perspective on the Lumber Industry & the Inflation Journey with Erik Skjervem
Boom or Bubble: Understanding the Madison Real Estate Market with Associate Broker Matt Winzenried
Trust Administration: Understanding the Option of a Corporate Trustee
Meet Polly: Getting to Know the Newest Member of Walkner Condon Financial Advisors
The Mega Backdoor Roth Conversion – What is it & how can it be utilized?
Welcome to NFTs: An Intro to Non-Fungible Tokens, NBA Top Shot & Digital Collectibles
The Small Business Struggle in COVID-19 | Derek Lee, owner of Madison's Pizza Brutta
Electric Avenue: Exploring the Electric Vehicle Trend
A Case for Factor Investing
A Year In Review (Since COVID)& Markets in Pandemics
GameStop, WTF
What to Know About Stimulus Package 2.0
World Cup for Retirees: France vs. Portugal
Season of Hope: Nate's Optimistic Outlook
Put it in Perspective: The Market in a Contested Election
Not-So-Risky Business: Utilizing Insurance to Manage Risk
Achievement Unlocked: Mitch Passed the CFP Board Exam!
How America Saves 2020
Meet Syl!
Meet Stan!
Tech for Remote Working & Learning
Nitty Gritty Refi
The Supply of Safety
Insurance Post-COVID
Dollar Dollar Bills Y'all
Out of Nowhere: Nate's Life-Changing Health Scare
Financial Planning for Special Needs Families
The Wine Episode with Clint & Keith
On Track with Scott Brinen of the Badger Track Club
Real Estate After COVID with Matt Winzenreid
Inflation 101
The Second Half of 2020: What Are The Possibilities?
Firsthand COVID
Elder Care Questions: Planning for Incapacity
Gimme Some Realism!
Quarantine Boredom Cures
A Conversation with Kuba Krzyzostaniak of Forward Madison FC
Financial Lessons of Coronavirus
Bunker Edition!
Market Analysis Recap - Robert Carey of First Trust
Ask an Attorney: The SECURE Act II
Coronavirus, the Markets, and the Importance of Context
Miracle League with Bill Schultz
From Employee to Employer
Part Two: The Office Education Series
Presidential Candidates and the Markets
The Election Episode!
Should I Buy A Rental Property?
Envisioning Your Retirement
Professorial Investing Tutorial 101
Month by Month: The Annual Goal Breakdown
The Stock Market is Up. Are You Actually Better Off?
Taking Control of Your Finances: December Budgeting
From L'Etoile to Monroe Street: Itaru Nagano & Patrick Sierra talk "Fairchild"
Schwatmeritrade: The Merger
Part One: The Office Education Series
Recent Financial News Updates, William Roth & That Other Guy
Cheers to Monroe St!
Shootin' the Breeze with Clint & Nate
Don't Fall Behind
The Race to Zero: Trading Commissions Go To Zero for Custodians, What Does It Mean for You?
The Value of an Advisor
"Creative Destruction" and the Evolution of Industry
Financial Planning and ESG Investing
Penny Wise, Pound Foolish
Back-to-School
Andrew Luck's Retirement
"What is Retirement?" Part 3
Conversations with Orange
What is "Retirement"? Part 2: The Baby Boomer Edition
What is "Retirement"? Survey
Resume & Interview Tips
The Americana Edition: Breaking Down the Best of July 4th
Investing In Yourself
What Clint and Nate Did: Our Financial Decisions
Father's Day Special featuring Ken Poniewaz: Everlasting Quality
Mitch, Keith, and Chris Rock: Lessons in Career Changes
Financial Planning Tips To Avoid
Owning Adversity feat. Israel Lopez
Teenage Boys Stink featuring Kyle LaFond of American Provenance
Building a Shaky Foundation: A Whole Life Conversation
Dr. Robb Warren on running a practice and maintaining balance
Flipping houses is easy...or is it?
Affordable Dental Care and "The Gap" featuring Krysta Wetzel
The Future of Madison
What Makes an Ideal Client?
The yield curve is inverted - oh no!?
(Financial) Spring Cleaning
Cybersecurity with Mike Bauhs
Conference takeaways & how it relates to the client experience
Past, Present, & Future of Investing In Taxable Accounts
Three Mistakes to Avoid when Completing a Home Improvement Project
Failing Forward featuring Charlie Wills
Facts Don't Care About Your Feelings
A Baby and a Business: The Birth of Roe & Co. - Dan & Leah Roe
From Madison to The World: An Introduction to Keith Poniewaz
Charitable Giving
Deli Meats & Such - Nonsensical Musings from Nate & Clint
Time Horizon & Investing
The IRS is allowing me to contribute MORE money towards retirement?!
Should We Be Freaking Out Right Now?
Midterm Elections and the Markets
A Discussion on RISING INTEREST RATES
Annuities
ROTH-ification!
What did Clint learn from his visit to J.P. Morgan?
FAFSA Q&A
What's in a Name?
3 Questions You Should Not Ask Your Advisor (or should you?)
CATS - Cute animals or investment process?
Year to Date Market Review
When should I hire a Financial Advisor?
Meet the President and CEO, Make-A-Wish Wisconsin: Patti Gorsky
How Will Rising Interest Rates Affect My Debt?
Money Smart Kids Make Money Smart Adults
Meet a Madison Entrepreneur - Zach Blumenfeld
Long Term Care
What will happen to Social Security and Medicare?
Building a Successful Real Estate Team with Matt Winzenried
What should a modern financial planning practice look like?
Choosing A College Major
Fiduciary or Pretender
Get to know a Madison nonprofit: Meet Jessie Lerner from Sustain Dane
Home Renovation
My Stock is Better than Your Stock
Investing Near A Peak
Fatherhood
Reversion To The Mean
Get To Know: Clint Walkner
Medicare 101 with Guest Nick Schreck of Expedition Retirement
Get to Know: Nate Condon
All Things Real Estate with guest Charlie Wills
Clint's Bitcoin Decision
A Glimpse Into the Mortgage Industry with Guest Ryan Smith
Property and Casualty Insurance (with Guest Jason Guttenberg)
Quick-Hit Podcast: Important Tax Information
Meet Mitch DeWitt, Walkner Condon's New Financial Advisor
2017 In the Markets: As Good as it Gets?
Financial (and non-financial) New Year's Resolutions
"FOMO" of Bitcoin, Cryptocurrency and more
A Look at the GOP's New Tax Law
Insurance Basics with Guest Rod Crandall - Gimme Some Truth, Ep. 20
Walkner Condon's New Advisor: Jonathon Jordan
"Taking a Look at the GOP's new Tax Reform Proposal" - Gimme Some Truth, Ep. 18
An Important TD Ameritrade Announcement - Gimme Some Truth, Ep. 17
"Fee Only vs Fee-Based: Walkner Condon Decision Making" - Gimme Some Truth, Ep. 16
"Jumping Into College Savings Plans" - Gimme Some Truth, Ep. 15
"Overrated/Underrated: Investing Edition" - Gimme Some Truth, Ep. 14
"HSAs - the Future of Retirement Saving?" - Gimme Some Truth, Ep. 13
"Dysfunction in Washington? The Markets Don't Mind" - Gimme Some Truth, Ep. 12
"What Financial Advice Would You Give Your Younger Self?" - Gimme Some Truth, Ep. 11
"Getting Into Financial Services" - Gimme Some Truth, Ep. 9
"The Shift to ETFs" - Gimme Some Truth, Ep. 8
"By The Numbers: 401Ks, 403Bs, 457.." - Gimme Some Truth, Ep. 7
"Estate Planning 101" with guest Megan Jerabek - Gimme Some Truth, Ep. 6
"Laying Up, in Golf & Investing" - Gimme Some Truth, Ep. 5
"Clients and Their Alternative Facts" - Gimme Some Truth, Ep. 4
"The Ins and Outs of Variable Annuities" - Gimme Some Truth, Ep. 3
"The ABCs (and sometimes Is and Rs) of Mutual Funds" - Gimme Some Truth, Episode 2
"Conflicts of Interest in the Financial Industry" - Gimme Some Truth, Episode 1
"Peeling Back the Onion" - Gimme Some Truth, Preview