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

Keith and Mitch have a conversation about their experiences with making a career change; both of them have backgrounds outside of financial planning. They discuss motivations behind making a career change, planning & networking to make the career change actually occur, additional education & training requirements, and (potentially) financial considerations. Lastly, Milwaukee's Polish Moon is discu...

Jon and Nate discuss financial planning tips to avoid. We are bombarded with tips and suggestions from talking heads on TV and in the news that are presented as absolute truths. We talk through our thoughts on a few of these "tips" and why they should be questioned, if not, avoided, altogether.

Clint speaks with Israel Lopez, an entrepreneur that has a great story overcoming adversity. Once homeless, Israel was on his own at an early age yet still managed to play college football, graduated college, and went on to law school at UW-Madison. After graduation, he worked as a lawyer and found an interest in technology startup companies. Israel's most recent project is Politiscope, an app tha...

Keith & Nate chat with Kyle LaFond, founder of American Provenance, a company that makes natural prep & maintenance products for men & women. Kyle goes through the challenges of managing a small business that is growing rapidly. This business was born out of a simple idea he had when he was a teacher - to make a deodorant that is both effective and free of many of the chemicals found in current pr...

Clint and Nate discuss a topic that has been on an uptick lately: whole life insurance policies. When do they make sense and when are they oversold? Listen to find out.

Jonathon and Mitch talk with Dr. Robb Warren of Warren Family Dental. Dr. Warren has owned a couple of dental practices, is incredibly charitable with his time and resources, and always strives to preserve his priorities and maintain balance in his life.

Have you ever thought, "I should just flip a house and make a bunch of money"? It isn't as easy as it seems. Matt Winzenried from Realty Executives joins Nate & Mitch to discuss his experience, successes, and challenges with executing a "flip".

Mitch has a conversation with Krysta Wetzel, the Executive Director of Affordable Dental Care, Inc. Krysta talks about the gap between qualifying for state assistance and the ability to afford traditional dentistry costs. About half of those that retire and lose dental insurance will not make it back to the dentist.

On this week's podcast, Keith and Nate discuss the future of Madison with President of Downtown Madison, Inc. Jason Ilstrup. Jason identifies the key issues facing Madison's downtown (transport and equality) and the various methods they are using to solve these problems.

Keith, Jonathon, & Clint discuss the characteristics of an ideal client (spoiler: it isn't "having a ton of money"). Being a good FIT is a hugely important topic for Walkner Condon and their clients.

Clint, Nate & Keith talk about the phenomenon of an inverted yield curve: what does it mean, should we worry, and what can we interpret from it?

Keith and Mitch are in the booth to discuss spring cleaning - in their homes as well as with their financial matters. They discuss a few actionable ideas that people could revisit this time of year, including IRA contributions, savings strategies, and what to do with your tax documents.

Clint & Nate talk to Mike Bauhs, an expert in cybersecurity with Palo Alto Networks. Cybersecurity is always relevant, especially during tax time. They talk about the different types of cybersecurity risks that can affect you personally or an entire organization.

Jonathon, Mitch, & Nate provide an update on their trip to San Diego for the TD Ameritrade conference. The Walkner Condon team sought to find ways to continuously enhance the client experience and to leverage technology along the way.

Clint & Keith discuss investing in taxable accounts. We explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. As index fund popularity grew, exchange-traded funds (ETFs) have grown significantly in popularity. As we look towards the future...

Nate & Mitch talk about their experiences with home improvement projects, building a new home, and moving into a new home. They bring up three (unfortunately common) mistakes that you should be able to avoid with the appropriate planning.

This week Mitch and Clint sit down with Charlie Wills to discuss failure. Charlie is exploring how sharing his failures empowers others to take chances and use the lessons learned to make themselves more successful. In addition to leading a team of Realtors at his own real estate business at First Weber, Charlie is a former University of Wisconsin basketball player who played in a Final Four.

Nate & Clint discuss how markets will move....regardless of how you feel about it. They hit on some relevant behavioral finance topics along the way.

Dan and Leah Roe have started their own business consulting company after a successful career in public accounting, experience at a healthcare startup, starting a culture-based non-profit, and the birth of their first child. We discuss how risk is viewed by entrepreneurs as well as the impact of small changes in efficiency leading to large outcomes.

The partners of Walkner Condon Financial Advisors introduce Keith Poniewaz, Financial Advisor and Director of International Advisory Services. Keith has an impressive (and credentialed) background, spent several years overseas, and has served many expatriates with their complex financial planning needs. Welcome, Keith!

Mitch & Nate discuss charitable giving. They discuss why it is a big deal (hundreds of billions of dollars are charitably given each year), why giving can be a great thing, and some pitfalls to avoid.

Nate & Clint debate pressing items such as the best sandwich type, if it is ok to offer sweet pickles when dill is expected (spoiler: it isn't), and if your children should finish their plate clean. Why discuss these topics? To show an inside glimpse into the personalities that make up the culture at Walkner Condon Financial Advisors.

Jonathon & Mitch talk about time horizon and its significance when it comes to investing. They talk about helping investors understand their goals, why they are investing, and how their time horizons can change.

Mitch and Jonathon discuss how people can be putting more money into tax-advantaged accounts. The IRS increased the amounts that people can contribute towards 401(k), 403(b), IRAs (Roth included), and HSAs for 2019.

Nate, Mitch, and Clint discuss a question that comes up during volatile times in the market: "should I be freaking out right now?". They discuss recent trends, volatility over the history of the markets, and how this is all linked to your financial plan.