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

Clint, Nate, and Mitch are in the booth this week to discuss the implications of a shocking new FT-Peterson poll. According to the data, 61% of Americans said that stock movements had little or no effect on their financial well being. Only 40% of those surveyed said the stock market has been going up in 2019, and 18% even said it decreased. (The S&P 500 has been hovering at record highs, and the i...

Nate and Clint discuss whether or not budgeting is an effective way to manage your finances, the tools that can be used for those that use budgets, and radio personalities gone wrong.

This week, Jonathon and Keith sit down with Itaru Nagano and Patrick Sierra. The former top chef of L'Etoile and his business partner talk about why they chose Monroe Street for their new venture, their background at Madison's premier fine dining restaurant, and Itaru's passion for perfect culinary technique. Fairchild will be opening later this Spring in the former Jac's space on Monroe Street.

Clint, Keith, and Nate discuss the news of a merger between two of the biggest custodians in the United States, TD Ameritrade and Schwab. After explaining how they’ll be monitoring the merger to ensure a consistent experience for their clients, they also cover how the merger will affect the industry at large and global customers.

Mitch and Hannah join Nate in the booth this week to talk about their current educational pursuits-- Mitch is getting his CFP and Hannah is beginning her studies for the Series 65 exam. Topics covered include super powers, Mark Wahlberg, Franz Ferdinand, and the benefits of a workplace committed to continuing professional education.

Clint and Nate discuss a few financial items that may impact our clients financially, including contribution limit increases, the potential change in advertising rules from the SEC, and qualified charitable distributions (QCDs). We also discuss William Roth and that other guy, as well as a modest proposal for a 28th amendment.

This week, Mitch and Keith sit down with Garth Beyer to talk about his new Monroe St business, Garth's Brew Bar. He's an open book about what it takes to start your own business, and they delve into Garth's history with Madison, craft beer, and his love of a well-thought-out, community bar. Garth's will open on Monroe St in early December.

Today on Gimme Some Truth, Clint and Nate shoot the breeze on the first snow day of the season, covering everything from family to discount shopping tips, Warby Parker, and how to decide if you need an air fryer. They also pitch a personal-finance themed Disney princess movie!

Nate and Mitch are back in the booth to discuss soup, technology, and low (or zero) trading costs. A theme throughout this episode is "if you aren't growing or investing in technology, you're falling behind." Not only does that apply to the world at large, but specifically to financial advisory practices, as well.

On this week's special edition of the "Gimme Some Truth" podcast, Clint and Keith discuss the winners and losers from the recent decisions by several major custodians (Charles Schwab, TD Ameritrade, and Interactive Brokers) to go to zero commission trading for ETFs and stocks.

What is the value of an advisor? Jonathon and Mitch discuss some of the components that bring value to clients. Topics include behavioral coaching, financial planning, tax advantageous investing, rebalancing, and more.

Nate and Clint discuss how business models are changing in many companies, moving into subscription models and introducing other product lines that deepen the relationship between customer and company. We mention #apple, #ticketmaster, and others.

This week on the podcast, financial advisors Mitch DeWitt and Keith Poniewaz talk "trends" before turning to something that has often been described as an investing "trend": Environmental, Social, Governance or ESG investing. In addition to talking about what ESG means (and it doesn't mean the same thing to every investor), they discuss how true ESG investing should extend beyond simply picking so...

This week's podcast discusses the old adage "penny wise, pound foolish" and applies it to modern products and services (with a detour through Antonio Brown and Seinfeld along the way). To that end, Clint, Nate, and Keith also ask where might it make sense for you to spend the extra dollar? The answer isn't the same for everyone.

It's Back-to-School week on Gimme Some Truth! Keith, Nate, and Clint discuss the merits of different college majors, plus what conversations to have with your kids before freshman orientation to maximize the value of their college experience.

This week, Clint and Keith delve into Andrew Luck's retirement and don't talk about its relevance to the Colts or fantasy football drafts. Instead, they discuss the relevance of Andrew's situation to those of our clients: while our clients may not have the 24 million dollar bonus Andrew does, they should work with their financial planner and family if the "time is right" to leave their current pos...

Nate & Mitch wrap up the mini-series discussing the Transamerica Retirement Survey of Workers. They discuss the similarities and differences of how Millennials and Gen Xers approach the topic of retirement. For the Millennial and Gen X listeners: send us a note if the survey findings resonate with you!

In this week's podcast, Nate and Keith talk with Carol "Orange" Schroeder, one of Monroe Street's best-known residents, owner of Orange Tree Imports, and founder of the Monroe Street Merchants Association. They discuss the history of Monroe Street (and Orange's personal history and the history of the Orange Tree building itself), the recent construction projects, the future of Monroe Street and wh...

Nate & Mitch are back in the booth for the second installment of "What is Retirement?". They continue the discussion on the findings from Transamerica's Retirement Survey of Workers but specifically focus on one generation: Baby Boomers. Listen to hear some interesting, and sometimes surprising, numbers from the survey (or because you love hearing from Walkner Condon Financial Advisors!).

Nate & Mitch kick off a mini-series that was inspired by Transamerica's Retirement Survey of Workers. They discuss trends on retirement in America and workers' perceptions on saving, investing for retirement, and ultimately how they envision the "retirement" phase of their lives. Nate & Mitch also give a preview of future podcasts including how different generations approach retirement.

Clint & Nate offer tips on resumes and interviewing, from the perspective of business owners. Walkner Condon Financial Advisors is going through a hiring process at the time of this recording, and Clint & Nate thought it would be a great time to share!

The entire Walkner Condon team discusses great songs that represent America and July 4th, fair use, a t-shirt giveaway, and gives no financial advice worth noting.

This week Mitch and Clint discuss the article from the Wall Street Journal, "The Best Financial Advice I Ever Got". Link to article: (https://www.wsj.com/articles/the-best-financial-advice-i-ever-got-11560737220) As a continuing series, they discuss the advice in the article "Invest 2% of Your Income in You", how time and money are intertwined but both have a significant amount of value.

Nate and Clint discuss the personal financial decisions they have faced in their families and the business. Included is a discussion on the changes their spouses have encountered due to job changes, construction issues, and their own investing strategies.

This week's podcast features Keith, his father Ken, and Ken's shoe care tips. While they do talk about shoes (including what you should buy for a recent graduate and the importance of shoe trees), it's really about taking care of things: buy well-made products, take care of them and they'll last forever.