Best Walkner Condon Financial Advisors Podcasts (2024)

1
"Don't Fight The Fed"?! Our Current Thoughts and Historical Context on Fed Rate Cuts 17:32

2d ago17:32

17:32

When the Fed cuts rates, what does it say about the economy? Does it mean we are on the cusp of a recession, or might it be a bullish signal? Nate, Clint, and Syl sit down to speak about the most recent Fed rate cut in September 2024 and also what it means in the context of prior rate cuts.

1
An Introduction to Index Investing 18:43

12d ago18:43

18:43

Discover more about the world of index investing in our video podcast. We dive into the history of index funds, starting with the creation of the S&P 500 and the revolutionary move by Vanguard in 1976. Learn the differences between major indexes like the Dow Jones and Russell 2000, and explore the rise of Exchange Traded Funds (ETFs), which offer t…

1
Three Important Factors When Opening a Health Savings Account (HSA) 18:46

26d ago18:46

18:46

Polly, Clint, and Nate discuss some important factors around HSA accounts - did you know you can invest the proceeds into stocks, bonds, and funds? We discuss how HSAs have some similar properties to Roth IRAs and then an added benefit of being tax deductible on top of tax free if used for medical expenses. We also caution people how to appropriate…

1
A Deeper Dive into Andrew Klein's Career, Financial Advisor and Career Changer 19:14

1M ago19:14

19:14

In this episode we get to know Andrew Klein, our newest financial advisor that recently joined us at Walkner Condon. Andrew is a career changer - very briefly considered a career in education, and worked at ESPN in Madison. After pivoting to financial services, he began his career at MassMutual and focused on helping his clients with retirement inc…

1
Roth IRAs: Opportunities and Pitfalls 15:34

2M ago15:34

15:34

Mitch & Alicia are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool and how it can be part of a “tax-diversified” strategy. Mitch & Alicia discuss when it makes sense for Roth retirement contributions vs. tax-deferred contribu…

1
Navigating Blended Families Finances 25:38

4M ago25:38

25:38

Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance

1
Economic and Market Update Featuring Andrew Opdyke, CFA - Economist 32:16

5M ago32:16

32:16

Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of m…

1
Polly's Housing Market Experience 28:27

5M ago28:27

28:27

Polly shares her journey of selling a home to finding and buying the ideal place with Nate. This story covers the emotional rollercoaster and the complex steps of their housing journey. #RealEstateJourney

1
The Upcoming Year at Walkner Condon 26:32

6M ago26:32

26:32

Nate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon

1
Vetting Domestic Brokerages 2024 Edition 34:43

6M ago34:43

34:43

Tune in with Nate and Mitch as they dive into picking the perfect brokerage for your money path. #finance #investing

1
Evan Waltz: New Kid In The Firm 22:33

7M ago22:33

22:33

On this podcast meet the newest member of Walkner Condon, Evan Waltz. Hear about his journey here and what it took.

1
Charitable Giving with Anna January - Market Report 2024 31:55

7M ago31:55

31:55

In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions.Read the 2024 Market Report here:https://walknercondon.com/2024-market-outlook-2/…

1
Timing the Market - 2024 Market Report 21:58

7M ago21:58

21:58

Mitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice.

1
Housing Market "New Normal" - Market Report 2024 31:48

8M ago31:48

31:48

Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets.

1
Soft Landing and Bonds - Market Report 2024 31:17

8M ago31:17

31:17

Mitch and Keith are talking about their articles for our 2024 Market Report.Keith talks about his piece on bonds and Mitch talks about piece on the possibility of a soft landing.

1
Recency Bias - Market Report 2024 30:57

8M ago30:57

30:57

Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market.Read the article here:

1
What Year Is It? - 2024 Market Report 33:30

8M ago33:30

33:30

This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece. Read the Walkner Condon 2024 Market Outlook here: ⁠https://walknercondon.com/2024-market-outlook-2/⁠

1
Gimme Some Truth: Holiday Traditions 31:44

10M ago31:44

31:44

Clint and Nate talk about their traditions surrounding the holidays and family.

1
Gimme Some Truth: End of the Year Checklist 34:25

10M ago34:25

34:25

Nate and Clint run through the list of financial topics to get on top of before the end of the year.

1
Gimme Some Truth: Vibe Session about Consumer Sentiment 23:34

11M ago23:34

23:34

Clint and Keith chat about the disconnect between Consumer Sentiments negative trends and the actual market data that shows an upswing.

1
NIL Rules Change with Megan Jerabek 32:10

11M ago32:10

32:10

Nate Condon chats with Megan Jerabek about the NIL Rule changes and the Supreme Courts decision regarding student athletes

1
HOT TOPIC! Interest Rates...How rising rates can actually help you with your deposits. 25:39

1y ago25:39

25:39

Mitch DeWitt and Nate Condon talk about the HOT TOPIC that piqued everyone's interest this year. Times have changed, and getting a 3% APR on a loan feels like a long lost dream. Where are we at today with #interestrates, and when might they fall? #financialnews #usinterestrates #finances #heloc #loans #financialadvice #financialplanning…

1
Talking to Your Kids About Money 36:53

1y ago36:53

36:53

Alicia and Polly are back to discuss talking to your kids about money. It sounds so simple, yet can be a complicated topic. Listen to these two #womeninfinance discuss how they talk to their own kids about money, and why it is important.

1
Finding Opportunities in the Global Bond Market with PIMCO's Tina Adatia 37:06

1y ago37:06

37:06

Our expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco.PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested…

1
Retirement: Have a plan! 27:41

1y ago27:41

27:41

The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dr…

1
Luxury Travel Abroad! 26:49

1y ago26:49

26:49

#luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC. EXEC is a highly curated hotel, travel, lifestyle, and business benefits program providing access to exceptional brands and experiences. It powers the benefits and perks programs of some of the world's leading associations and organizations.htt…

1
Financial Checklist for Job Loss 27:05

1y ago27:05

27:05

Job loss is one of the toughest things you can experience in your career. Hopefully it leads to greener pastures for most, but recovery from the shock is a jarring task. We wanted to make it easier for you. Here is a run-down of the financial checklist you should consider if you find yourself in this difficult situation. Pensions, health insurance,…

1
Business Valuation and Financial Planning 23:12

1y ago23:12

23:12

Clint Walkner and Jonathan Jordan go over the business valuation process and how it fits into your financial planning. Also, Luke Combs #fastcar is quite the hit...who sang it better, him or Tracy Chapman? Debate away!

1
An Introduction to Direct Indexing 34:59

1y ago34:59

34:59

On this week's episode of Gimme Some Truth Syl Michelin, Stan Farmer, and Nate Condon talk about Direct Indexing. What is it? How does it work? What should you know about it?

1
Women in Finance Part 2! 25:50

1+ y ago25:50

25:50

Polly Price and Alicia Vande Ven sit down to discuss how they made the career switch to finance. Hear about what obstacles they faced and what their favorite parts about finance are.

1
Women in Finance! 11:01

1+ y ago11:01

11:01

Alicia Vande Ven & Polly Price sit down with our intern Kaitlin Jordan to discuss being a woman in the male dominated financial field.

1
The Bull Market is Here! Let's break it down. 15:28

1+ y ago15:28

15:28

Financial Advisors Clint Walkner and Nate Condon talk about what it means to be in a Bull Market. All your questions answered.

1
State of the Firm: Walkner Condon 24:53

1+ y ago24:53

24:53

Clint Walkner and Nate Condon dive into the state of the firm from new hires, to new software, to classic films we shamefully have never seen. Get all the updates on what is going down in Madison, Wisconsin on Monroe Street.

1
What type of financial advisor is right for you? Questions you should ask. 25:19

1+ y ago25:19

25:19

What type of financial advisor is right for you? Breaking down what it means to be a FEE-ONLY financial advisor. CFP's Mitch DeWitt and Alicia Vande Ven dig into the differences between advisors and why you should consider FEE-ONLY. Also, the important questions you should ask when choosing a financial advisor.…

1
A Discussion on the Secure Act 2.0: Part 2 24:21

1+ y ago24:21

24:21

In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …

1
A Discussion on the Secure Act 2.0: Part 1 26:30

1+ y ago26:30

26:30

In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …

1
Cash is Trash or King? Where to Maximize Cash Returns Right Now 21:02

1+ y ago21:02

21:02

If you have extra cash on the sidelines and don't want to put it to work in the stock market, where are conservative places you can consider? Alicia Vande Ven and Clint Walkner discuss savings account, CDs, treasury bills and bonds, ETFs, and the advantages and drawbacks of each solution.

1
Early Market Expectations 22:33

1+ y ago22:33

22:33

Nate Condon and Clint Walkner discuss the early positive start to the stock market, what it might mean for equities going forward, and how the bear market of 2022 into 2023 is impacting investor's psyche....also a bit more about the words "intimated" and "tangential".

1
A "Guide to the Markets" Conversation with J.P.Morgan Asset Management 37:29

1+ y ago37:29

37:29

On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P.Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P.Morgan Guide to the Markets, talks about the data in the guide and ho…

1
Financial Gifting Strategies for Grandparents: Ways to Pass Wealth onto Younger Generations 33:10

2y ago33:10

33:10

The holiday season is upon us, and so is the stress of what to get for the loved ones in our lives. You could purchase the latest toy or technology. But what if you want to step outside of the proverbial gift box and do something for your kids or grandkids that will last longer than the newest version of the iPhone? That’s where this episode of Gim…

1
The Next Generation of Financial Advisors: What Happens When Your Advisor Retires? 31:12

2y ago31:12

31:12

How old is your financial advisor? For many, the image that first comes to mind of a financial advisor is an older man. And there’s data to back that up. Around 40% of financial advisors are set to retire in the next 10 years, which will ultimately shake up the advising landscape. In this episode of Gimme Some Truth, we gathered our three youngest …

1
Investing in Commercial Real Estate, with Real Estate Analyst Jorgio Hopkins 28:49

2y ago28:49

28:49

In this brand-new episode of Gimme Some Truth, we delve into a topic we haven’t covered previously on the podcast – Commercial Real Estate. MLG Capital real estate analyst Jorgio Hopkins – a Madison native and UW-Madison grad – sits down with Walkner Condon's Jonathon Jordan, CFP, CEPA, and Nate Condon to cover the basics of this potential investin…

1
Financial Markets Q3 Recap: "Trepidation in the Markets" 51:30

2y ago51:30

51:30

How did the markets fare in the third quarter? What trends are unfolding this year? And what’s on the horizon for the rest of the year? Nate Condon and Clint Walkner unearth the answers to those questions (and more) in this bonus episode of Gimme Some Truth, our Q3 market recap. Armed with data from JPMorgan’s Guide to the Markets, Clint & Nate exp…

1
Should We Be Freaking Out Right Now? Comparing Stock Market Conditions Between 2018 & 2022 36:05

2y ago36:05

36:05

Is it 2018 again? Several of the financial factors at play this year are very evocative of four years ago. So much so, in fact, that Walkner Condon financial advisors Mitch DeWitt and Nate Condon thought about just re-posting this 2018 market commentary episode titled, “Should We Be Freaking Out Right Now?” Instead, we thought better of that idea a…

1
"Budgeting" for High-Net-Worth Families: How to Think about Cash Flow Management 38:19

2y ago38:19

38:19

The words ‘budget’ and ‘budgeting’ often carry negative connotations: “It’s not in the budget” or “let’s sit down and take a look at the budget.” For high-net-worth families and individuals, it might not be the negative connotations as much as a budget seeming unnecessary if you have comfortable salaries and a disposable income cushion. And while w…

1
Jumping Jacks Are Pointless: Inflation, Rate Hikes & The Problem with Financial Media Outlets 41:31

2y ago41:31

41:31

While this episode spans 40 minutes (long for us!) and has a variety of topics, there are comparisons to be drawn between the discussion of how pointless jumping jacks are and the meat of the episode. That is, the recent market happenings over the past year reveal issues in how financial media outlets cover financial news on a daily – and even hour…

1
Crypto Winter: The Rocky Ride of Cryptocurrencies in 2022 33:08

2y ago33:08

33:08

Here in Wisconsin, it’s still very much summer. But for some investors, winter has set in – crypto winter, that is. In this episode, Clint Walkner – who came dressed for the occasion – and Nate Condon discuss the sharp downturn in the cryptocurrency markets. Cryptos like Bitcoin, Ethereum, and Dogecoin have all plunged more than 40% in the last yea…

1
Passing the Series 65 Exam: Polly's Journey to Becoming a Financial Advisor 27:21

2y ago27:21

27:21

Walkner Condon is committed to producing educational content to better inform our listeners, viewers, readers, and current clients on the myriad financial topics. That's how this podcast came about. But we’re also committed to the continuing education and career advancement of our staff members. In this episode, Polly Price – who began her journey …

1
Meet Our New Financial Advisor: Alicia Vande Ven – Candidate for CFP® Certification & "Geek with a Tan" 24:17

2y ago24:17

24:17

There’s a new face – and voice – here at Walkner Condon. In this installment of Gimme Some Truth, we get to know Alicia Vande Ven, the newest fee-only financial advisor on our team that works with clients locally in the Madison area (and around the country). Alicia has quite the background – from working in Human Resources at Epic Systems in Madiso…

1
BONUS: 2022 Mid-Year Review – Inflation, Interest Rates & Performance 40:58

2y ago40:58

40:58

After hosting our State of the Market Webinar on July 13, we thought it important to cover similar subjects from that webinar in a more condensed, audio-friendly fashion. Nate Condon and Clint Walkner team up to explore trends in the market through the first half of 2022. They go over year-to-date stocks and bonds performance – plus a look back on …

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Walkner Condon Financial Advisors Podcasts

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