Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.

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!

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.

Mitch and Jonathon talk about credit cards, debt, and how rising interest rates will affect just about everybody.

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.

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.

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.

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.

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.

Nate, Clint, and Mitch talk about what a modern financial planning firm should look like. How up-to-date is your current advisor?

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.

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.

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.

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.

Clint and Nate talk about trading individual stocks, why some people do it, and why others do not.

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.