Walkner Condon Financial Advisors

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, everyone at Walkner Condon reveals their picks for THE GREATEST CHRISTMAS SONG OF ALL TIME! A few candidates for the worst Christmas song also come up, hot takes abound, and Keith dares us all to say anything bad about a holiday classic. From all of us at Walkner Condon, we wish you happy holidays and a prosperous new year! --- Send in a voice message: https://anchor.fm/walkner-condon/message

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 index is up 26% this year.) --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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! --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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 some funds to use those principles to inform your financial plan. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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 position. --- Send in a voice message: https://anchor.fm/walkner-condon/message

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! --- Send in a voice message: https://anchor.fm/walkner-condon/message

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 why you want to be on Monroe Street on September 14th. --- Send in a voice message: https://anchor.fm/walkner-condon/message