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

Mitch and Jonathon are in the booth this week to talk about financial planning, estate considerations, and insurance for children with special needs and their families. Thanks to the Walkner Condon client and listener who requested a podcast on this topic! If there's a financial topic that you're curious about, let us know at info@walknercondon.com.

This week, Clint & Keith are in the booth for a special episode about one of their favorite things-- wine! They talk about their favorite local spots for good wines as well as getting into the world of wine as investment. Also in this episode-- Keith takes us to school on French wine regions and Clint makes him explain his elitist aversion to Californian wines!

This week, Jonathon is in the booth with Owner and Head Coach of the Badger Track Club, Scott Brinen, to talk about how running and track can benefit individuals as well as our community at large. Badger Track Club also partners with Athletes Without Limits to integrate athletes with intellectual and developmental disabilities into mainstream and Paralympic sport. Links from this episode: Badger T...

Nate and Mitch are in the booth this week with Matt Winzenreid of Matt Winzenried Real Estate Partners to talk about how the Dane County real estate market was interrupted by COVID-19 earlier this year, as well as how it's looking for the next half of 2020.

Keith and Clint discuss what causes inflation (and deflation), how monetary policy has an impact on inflation, and why Keith hates gold so very, very much.

It may feel as though 2020 has already been a decade long, but we're not even halfway through yet! Clint and Nate podcast remotely this week to discuss possible scenarios for the markets in the next half of this unprecedented year.

This week, Clint and Hannah podcast remotely to reveal the horrors of her COVID-19 experience! (They also recap HBO's The Wire, which she watched in its entirety over two feverish weeks.)

Local Madison Estate Planning Attorneys Maggie Premo and Tim Sugar join Nate and Mitch to discuss planning for the incapacity to make financial decisions for yourself or your loved ones.

Clint & Nate are podcasting remotely this week and getting real about the COVID-19 crisis.

This week, Keith chats remotely with Jonathon about what media has been getting them through the monotony of quarantine. Spoiler alert: Jonathon got a puppy, and no one is immune to the magic of Tiger King!

This week, Keith chats remotely with Forward Madison FC's Kuba Krzyzostaniak. Kuba is the Director of Fan Engagement & Digital Media for Madison's much-beloved professional soccer team, and shares his experiences working in social media marketing both in the US and abroad.

Clint and Nate are back this week with another remote pod! They reflect on the lessons learned so far from coronavirus and its impact on our lives and the economy.

No one is in the booth this week, but that didn't stop Nate and Clint from podcasting remotely! They're talking about quarantine, 1987's "Black Monday," and finding the bottom of the market.

Nate, Clint, and Jon summarize the web conference call we had with Bob Carey of First Trust in regards to current market conditions, COVID-19, and what to expect going forward.

Clint and Keith are in the booth once again to tackle the Secure Act! This week, they get some new insights from guest expert Christopher Schmidt of Boardman & Clark. (He's an attorney AND a certified public accountant!)

Financial advisors Mitch and Jonathon are back in the booth this week to put coronavirus market fears into historical context.

This week in the booth, Jonathon sits down with Bill Schultz, executive director of The Miracle League of Dane County, to talk about his mission to make baseball accessible to every child. You can check out The Miracle League here: https://www.danecountymiracleleague.com/

On this episode, advisors Keith Poniewaz and Clint Walkner discuss the movie "Miracle," transitions, w-2 v 1099, and maximizing your benefits and minimizing your taxes when you move from being an employee to self-employed.

Mitch and Hannah join Nate in the booth once again to update us on their current educational pursuits-- Mitch is getting his CFP and Hannah is studying for the Series 65 exam. Topics covered include designations, estate planning, what’s next, and a strikingly handsome new associate producer named Alf.

This week, Clint, Nate, Keith, and Hannah talk about the Democratic primaries in Iowa and New Hampshire, as well as what possible market effects we might see based on the 2020 election. Predictions are made, speculation is had, and Alf is in the booth!

On this week's suddenly timely podcast, Keith Poniewaz is joined by Scott McDonell, the Dane County Clerk, to discuss the mechanics of elections, the worrying influence of social media mis- (and dis-) information on elections, and how Wisconsin's decentralized system is good for elections (but tough to drive to in February).

Can you be financially independent without real estate? Is real estate the key to financial independence? This week on Gimme Some Truth, Nate and Keith cut through the hype on one of the questions they get most often: "Should I buy a rental property?"

What does your retirement look like? Some people have planned (financially) for retirement but don't have a plan on how they will actually spend their time once they stop working. Nate, Clint, and Mitch are in the booth this week to discuss what they've seen people do during their "retirement."

This week, our resident professor, Dr. Keith Poniewaz, is in the booth with Clint to talk about the ways academic faculty can take full advantage of the unique financial offerings of the university system. They also discuss how habits developed by graduate students can become patterns of poor investing by professors, as well as pertinent tips on where to find the best "discount tweed."

This week, Nate, Jonathon, and Mitch are in the booth for the first podcast of the decade! During this time of resolutions, they discuss personal and professional goals and how to break a long-term goal into more manageable "sub-goals" along the way.