Walkner Condon Financial Advisors

Tim Sugar, from Fiduciary Partners, joins Clint & Mitch in the booth to discuss corporate trustees. Many people (naturally) designate a family member as a trustee to administer a trust, not knowing that a corporate trustee was an option. Tim explains when it makes sense to entertain hiring a professional for trust administration and some of the pitfalls that can be avoided from doing so. --- Send in a voice message: https://anchor.fm/walkner-condon/message

With a new addition to Walkner Condon's growing team, Nate and Clint provide a special bonus episode of Gimme Some Truth to get to know Polly Price. After spending most of her career in fundraising and development roles with non-profits, including an internship with Chicago's Field Museum – hence the cover art for the episode – Polly had a desire to move into the financial planning industry, which helped bring her to Walkner Condon Financial Advisors. She gives insight into her career thus far, pinpoints what she's looking forward to in her new role as Client Services Specialist, and reveals her obsession with DMB (Dave Matthews Band, for those uninitiated).  --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint and Mitch dig into a host of retirement strategies on the way to explaining and exploring the Mega Backdoor Roth strategy. Together, they define 401(k)s, IRAs, the role of a Roth, and where a backdoor Roth conversion might come in, building up to the Mega Backdoor Roth conversation. It is a strategy that allows high-income earners that can't directly contribute to a Roth IRA to get a sizeable amount of money into their Roth bucket, tax efficiently. But the Mega Backdoor Roth isn't available to everyone; tune in to learn the pieces that need to be in place for the strategy to be a viable option. For those looking to do some additional reading on retirement and the difference between a 401(k) and an IRA, here's a blog from Mitch on the subject.  --- Send in a voice message: https://anchor.fm/walkner-condon/message

What do Twitter CEO Jack Dorsey and NFL quarterback Tom Brady have in common? Outside of their celebrity status, Dorsey and Brady are two of the bigger names that have entered into the non-fungible token, or NFT, space in recent weeks. Dorsey sold his first-ever tweet for $2.9 million, while Brady announced his new NFT company, Autograph, at the start of April. Their moves are part of a burgeoning interest in NFTs, a topic that has, quite literally, skyrocketed from one to 100 in search interest since mid-February, according to Google Trends. In this episode, Clint, Mitch, and Dan dive headfirst into NFTs and Digital Collectibles, as Mitch unsuccessfully attempts to purchase an NBA Top Shot pack while recording. Clint and Mitch also frame the conversation from their perspective as financial advisors, discussing NFT's role as investments, where cryptocurrency fits in, and what could lie ahead. --- Send in a voice message: https://anchor.fm/walkner-condon/message

COVID-19 has presented seemingly endless challenges, as we all try to adapt to living in a pandemic. For small business owners, COVID-19 has not only magnified those challenges, it’s jeopardized their very livelihoods. As of the latest data in mid-March, nearly one-third of businesses remained closed nationally, while more than 40% of small businesses reported debt over $100,000 in 2020, up 25 percent from 2019. (source: https://tracktherecovery.org/) This week on Gimme Some Truth, we explore a local perspective of this struggle for small businesses over the last year. Nate Condon, one of the founding partners of Walkner Condon Financial Advisors, is joined by another of Madison’s Monroe St. business owners, Derek Lee of Pizza Brutta. We cover the trajectory of the last year, challenges faced, decisions made, and changes that might stick in the years to come. --- Send in a voice message: https://anchor.fm/walkner-condon/message

We take a spin down Electric Avenue to talk about everything EVs – from what electric vehicles are on (or will be on)the market to tax credits to factors shaping the production and overall trend. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Framed by recent lessons in stock and market volatility from GameStop and the Wall St. Bets subreddit saga, Keith and Stan from Walkner Condon's international team walk through the concept of factor investing, its role in diversification and risk management, and how it can be applied. --- Send in a voice message: https://anchor.fm/walkner-condon/message

It's been just over a year since Wisconsin recorded its first case of the coronavirus. Clint and Mitch cover everything we've learned since then, including how the record-highs for the market we're currently seeing are far from what they expected at this time in 2020, when the impact and duration of COVID-19 were still unknown. --- Send in a voice message: https://anchor.fm/walkner-condon/message

The question on everyone's lips is "What is going on with GameStop?" In this podcast, Keith, Clint, and Stan describe what "shorting" a stock is, what a short squeeze is, and why the concerted efforts of Redditors have put a short squeeze on GameStop and driven up the price an incredible amount in a short time. From there, they look back at the (not so) recent history of the market and discuss this in the context of the dot com boom of the late 90s—along with analyzing some of the more nefarious activities of traders and speculators in that era. Finally, the three explain why this trade should be avoided (both for financial and legal reasons) and explain the SEC's reputation and history on cracking down on some of these sorts of market manipulations... --- Send in a voice message: https://anchor.fm/walkner-condon/message

With the second stimulus bill recently passing, Anna Lautenbach, CFP®, MAcc, EA, jumps back into the booth with Clint to break down some of the key takeaways from the new package, including the second round of stimulus payments, updates to the Paycheck Protection Program, and other tax impacts of the legislation. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Keith welcomes Syl and Stan into the booth to examine two emerging places for US expats, France and Portugal. With Syl's French roots and Stan's knowledge of Portugal from his time living there, the duo compares and contrasts each country's case for attracting U.S. retirees. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint's one-hit wonder Christmas song podcast is no more, as he's back in the booth for the now-annual episode. Featuring insight from the rest of the Walkner Condon staff, this year's episode seeks to identify the best songs in various Christmas song categories. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Ahead of a big surgery, Nate visits with Clint to provide an update on his health progression and delves into the finer points of holiday decorating. --- Send in a voice message: https://anchor.fm/walkner-condon/message

The 2020 presidential election is in the books – well, kind of. With the results still being contested, Jon and Clint use the 2000 election as a reference point in looking at how the markets have fared over the last week and what might be on the horizon. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Jonathon is back in the booth with Brendon DeRouin to discuss utilizing insurance to manage risk and any of the changes that we can look forward to in the future. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint & Mitch are in the booth this week to share some exciting news... Mitch passed his CFP Board Exam! In this episode, they break down what being a Certified Financial Planner means and how that expertise benefits Walkner Condon clients. (And, in case you're counting, that brings Mitch to not one, but two designations he can put after his name!) --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Clint and Mitch dive into Vanguard's 2020 edition of "How America Saves". They discuss how people are saving for retirement through their employer plans, 401(k) plan design, and how automating your savings and investment strategy can pay off over the long haul. --- Send in a voice message: https://anchor.fm/walkner-condon/message

We have a couple of very exciting additions at Walkner Condon this week! In this introductory conversation with Stan Farmer, CFP®, Clint and Keith talk with him about his background living abroad in Angola, Portugal, and Dubai, his experience as an expat financial advisor, and his new role as Director of International Financial Planning at Walkner Condon! --- Send in a voice message: https://anchor.fm/walkner-condon/message

We have a couple of very exciting additions at Walkner Condon this week! In this introductory conversation with Syl Michelin, CFA®, Clint and Keith talk with him about his background as a French native and expat financial advisor, and his new role as Director of Portfolio Strategy at Walkner Condon! --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Mitch is in the booth with Eric Sharpf, VP of Business Development at Automation Arts, a company specializing in home and business technology integration in Madison. The necessity of working and learning from home this year has meant that many of us have had to stretch the limits of our technical expertise. In this episode, Eric shares some tips for making your home a bit more Zoom call-friendly! --- Send in a voice message: https://anchor.fm/walkner-condon/message