Soft Landing and Bonds - Market Report 2024
Gimme Some Truth
by Walkner Condon Financial Advisors
1w ago
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message ..read more
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Recency Bias - Market Report 2024
Gimme Some Truth
by Walkner Condon Financial Advisors
2w ago
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: --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message ..read more
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What Year Is It? - 2024 Market Report
Gimme Some Truth
by Walkner Condon Financial Advisors
3w ago
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/⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message ..read more
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Gimme Some Truth: Holiday Traditions
Gimme Some Truth
by Walkner Condon Financial Advisors
2M ago
Clint and Nate talk about their traditions surrounding the holidays and family. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message ..read more
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Luxury Travel Abroad!
Gimme Some Truth
by Walkner Condon Financial Advisors
2M ago
#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. https://www.joinexec.com #privatejets #financialadvice #expatlife #travel #travelabroad --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message ..read more
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Financial Checklist for Job Loss
Gimme Some Truth
by Walkner Condon Financial Advisors
2M ago
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, life insurance...the list goes on. We hope this list helps keep you organized in those first few weeks. #jobloss #healthinsurance #financialadvice #financialplanning #lifeinsurance --- Send in a voice message: https://podcasters.spotify.com/pod/show ..read more
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An Introduction to Direct Indexing
Gimme Some Truth
by Walkner Condon Financial Advisors
2M ago
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? --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message ..read more
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Women in Finance Part 2!
Gimme Some Truth
by Walkner Condon Financial Advisors
2M ago
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message ..read more
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Financial Gifting Strategies for Grandparents: Ways to Pass Wealth onto Younger Generations
Gimme Some Truth
by Walkner Condon Financial Advisors
2M ago
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 Gimme Some Truth comes in. Nate and Mitch gather in our somewhat festive studio to discuss financially-minded gift options that have the potential to keep on giving – contributions to accounts like a 529 savings plan, 401k, or Roth IRA for your younger ..read more
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The Next Generation of Financial Advisors: What Happens When Your Advisor Retires?
Gimme Some Truth
by Walkner Condon Financial Advisors
2M ago
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 advisors at Walkner Condon – Alicia Vande Ven, Candidate for CFP® Certification, M.S.; Mitch DeWitt, CFP®, MBA; and Polly Price – to discuss the future of advising, a future they'll be a part of. Alica, Mitch, and Polly each draw on statist ..read more
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