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

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life.Disclosure: walknercondon.com/podcast
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Estate Planning Made Simple: Why is Estate Planning Important?
4 February 2025
Estate Planning Made Simple: Why is Estate Planning Important?

Learn the fundamentals of estate planning in this informative episode of Gimme Some Truth, featuring guest estate planning attorney, Notesong Srisopark-Thompson. Discover why creating a will or trust is essential for protecting your family and assets. This episode addresses common challenges, including overcoming the cost barrier, choosing guardians, and aligning your estate plan with financial goals. Whether you're starting out or updating existing documents, this episode provides actionable advice to help you plan for the future with confidence. Perfect for families, parents, and anyone seeking clarity on estate planning! Featured Guest: Notesong Srisopark-Thompson Senior Associate at Laffey, Sebranek, Auby & Ristau, S.C. https://www.lsar.law/notesong-thompson Introduction to Estate Planning: Hosts introduce the episode and guest estate planning attorney. (00:00:05) Why Estate Planning Matters: Discussion on the importance of having a will and how it impacts your family. (00:00:36) Barriers to Creating an Estate Plan: Common reasons people avoid estate planning, including cost and emotional discomfort. (00:03:44) Consequences of Not Having a Will: How the state decides for you if no legally binding will exists. (00:04:47) Estate Planning for Parents: Why guardianship and financial management are critical for families with children. (00:06:20) Trusts and Financial Safeguards: The role of trusts in protecting assets and ensuring proper financial management. (00:06:51) Deciding Key Roles in an Estate Plan: How to choose guardians and financial decision-makers. (00:07:53) Updating Your Estate Plan: The importance of reviewing and revising your estate documents as life changes. (00:10:58) Pitfalls of Online Will Services: Limitations of online templates and why working with an attorney is beneficial. (00:14:09) Coordinating Estate and Financial Planning: How financial and estate planning work together to protect your legacy. (00:19:23)

24 min
2025 Market & AI Disruptions: How Politics, Technology & Taxes Impact Your Investments
31 January 2025
2025 Market & AI Disruptions: How Politics, Technology & Taxes Impact Your Investments

Discover the latest 2025 financial market trends, AI breakthroughs, and tax policy changes that could shape your investments. This episode of Gimme Some Truth covers Deep Seek AI’s impact on tech stocks, market overvaluation risks, S&P 500 concentration issues, and upcoming tax reforms. Learn how to navigate potential market corrections, portfolio diversification strategies, and political uncertainties that may influence global trade and economic stability. Stay ahead of market trends and make informed financial decisions in 2025! 🚀 AI Disruption: Deep Seek vs. Nvidia – The rise of Deep Seek AI and its impact on computing costs (0:39) 📉 Stock Market Reactions – How recent AI innovations triggered volatility in tech stocks (1:09) 💻 The Future of AI Computing Power – Deep Seek’s efficiency vs. traditional high-power GPU models (3:22) 📊 S&P 500 Tech Dominance – Why 9 out of 10 top S&P 500 companies are tech firms (6:55) ⚖️ Political & Tax Changes in 2025 – How new government policies may affect markets (14:12) 💰 The Potential of a Consumption Tax – Could the U.S. shift from an income tax model? (16:35) 🌍 Tariffs & Trade Policy Concerns – How proposed tariffs might impact the global economy (19:47) 📈 Managing Investment Risks in 2025 – Strategies to avoid overexposure in tech-heavy portfolios (21:18) 🛑 Market Corrections & Business Cycles – Predicting economic downturns beyond political factors (22:50) 🎯 The Future of Investing – Preparing for an uncertain 2025 market with smart portfolio decisions (23:31)

23 min
A CPA’s Leap into Financial Advising | Meet Ian Beardsley
20 January 2025
A CPA’s Leap into Financial Advising | Meet Ian Beardsley

Join us in this episode of Gimme Some Truth as we welcome Ian Beardsley to the Walkner Condon Financial Advisors team! Ian shares his inspiring journey from public accounting to financial advising, highlighting his passion for helping individuals and families. Discover how his global experiences, corporate expertise, and collaborative approach are making a difference in the world of financial planning. Don't miss this engaging introduction to one of our newest team members!

16 min
2025 Market Outlook & Insights: Syl & Clint Discuss Economic Trends, AI, and Investment Strategies
17 January 2025
2025 Market Outlook & Insights: Syl & Clint Discuss Economic Trends, AI, and Investment Strategies

Join Syl and Clint in this in-depth market recap, exploring the 2025 economic outlook, investment strategies, and key trends such as AI's transformative impact and bond market dynamics. Learn how the Federal Reserve's policies influence interest rates, the implications of inflation, and the future of equities. Gain valuable insights into navigating a momentum-driven market and preparing for potential corrections. Perfect for investors, financial advisors, and anyone keen on understanding market shifts in the coming years. 00:00 - Welcome & Introduction to Market Recap: Overview of the 2025 Market Outlook. 00:38 - Market Momentum Overview: Discussion on momentum-driven markets. 02:12 - Bond Market and Interest Rates: Changes in long-term interest rates and yield curve dynamics. 04:19 - Normalization of Interest Rates: The shift from low to more normal interest rates. 07:27 - AI: Bubble or Game Changer?: Insights on the adoption of AI and its market implications. 12:40 - Self-Driving Technology Progress: Discussion on advancements in autonomous vehicles. 13:10 - Creative Destruction from AI: Impact of AI on jobs and industries. 17:52 - Market Skewness Towards Large-Cap Stocks: Analysis of current market breadth and risks. 19:57 - High Consumer Optimism in Markets: Examination of consumer confidence survey results. 21:02 - Closing Thoughts & Call to Action: Final remarks and recommendations to check out the Market Outlook.

22 min
Money with Purpose: How Women Can Reframe Conversations About Money
6 January 2025
Money with Purpose: How Women Can Reframe Conversations About Money

This episode of Gimme Some Truth is an introduction into a series exploring how people can reframe conversations about money to focus on goals, purpose, and empowerment. Financial advisors Polly Price and Alicia Vande Ven, CFP® address societal taboos, financial education gaps, and the importance of shifting discussions from numbers to achieving life goals like retirement, education, and travel. Gain insights on asking better financial questions and building confidence in managing money. #WomenAndFinance #FinancialEmpowerment #MoneyWithPurpose #FinancialConfidence #MoneyManagement

20 min
Embrace the Change: Navigating Life's Big Shifts with Confidence
16 December 2024
Embrace the Change: Navigating Life's Big Shifts with Confidence

In this episode, Nate and Clint explore the challenges and benefits of embracing change, discussing why people often resist it and how to overcome it. Covering essential topics like adapting to retirement, managing life transitions, and building resilience, they share practical strategies for turning change into an opportunity for growth. Discover how to handle change in both personal and professional life, improve your mindset, and tackle daily challenges with confidence. Ideal for those preparing for retirement, facing life changes, or seeking ways to improve adaptability, this episode provides actionable insights for managing life’s big shifts. Tune in now to learn how to embrace change and use it to your advantage! 🎙️🌟 #EmbraceChange #LifeTransitions #PersonalGrowth #RetirementPlanning #mindsetshift

23 min
Retirement Planning for UW System and State of Wisconsin Employees
2 December 2024
Retirement Planning for UW System and State of Wisconsin Employees

In this episode of Gimme Some Truth, we explore essential retirement planning strategies specifically designed for employees of the University of Wisconsin (UW) System and the State of Wisconsin. Discover how to maximize your 403(b) and 457(b) plans, understand the benefits of the state pension system, and make the most of your investment options with providers like TIAA and Fidelity. Check out our blog for additional insights: Our Guide to the UW System Supplemental Retirement Program - https://walknercondon.com/blog/our-guidance-on-the-uw-system-supplemental-retirement-program/ We break down: * Key Differences Between 403(b) and 457(b) Plans: Learn which plan fits your retirement goals, including tax benefits and early withdrawal options. * Maximizing Contributions: Find out how UW and state employees can contribute to multiple retirement accounts, potentially doubling tax-advantaged savings for households. * Investment Choices with TIAA and Fidelity: Explore the advantages of these standardized plans, including low-cost options and diversified portfolios. * Catch-Up Provisions and Early Access: Understand how catch-up contributions and penalty-free withdrawals in 457(b) plans can benefit high-income earners and those nearing retirement. Whether you're early in your career, nearing retirement, or managing dual incomes in a household, this guide will help you understand your retirement planning options. Make the most of the powerful benefits available to UW System and State of Wisconsin employees to secure a financially stable future. Watch now to start planning for a better retirement! #RetirementPlanning #WisconsinEmployees #UWSystem #StateOfWisconsin #403b #457b #TIAA #Fidelity #FinancialPlanning #TaxBenefits

21 min
How to Make Navigating Required Minimum Distributions (RMDs) Less Taxing
18 November 2024
How to Make Navigating Required Minimum Distributions (RMDs) Less Taxing

In this video, we break down strategies to make Required Minimum Distributions (RMDs) less overwhelming and more tax-efficient. If you're approaching retirement or already retired, understanding RMD rules, age requirements, and the impact on your tax bracket is essential. We cover everything from the basics of RMDs to advanced strategies for minimizing tax implications and preserving wealth. Here's what you'll learn: *What Are RMDs and Why They Matter: Get a clear understanding of Required Minimum Distributions and why they're mandated. *Current RMD Age Requirements: Learn how the Secure Act 2.0 has updated RMD ages, including options for reducing taxable income through strategies like Roth conversions. *Qualified Charitable Distributions (QCDs): How to donate your RMD directly to charity, avoiding taxes and supporting causes you care about. *The Tax Implications of RMDs: Understand how large RMDs can push you into higher tax brackets and how to plan for it. *Tax Diversification and Asset Location: Why balancing tax-deferred, taxable, and Roth accounts can make a big difference in your retirement plan. Whether you're nearing RMD age or planning for the future, these insights will help you create a more tax-efficient retirement strategy. Don’t miss these expert tips on maximizing your retirement savings! Here are key timestamps from the video "How to Make Navigating RMDs Less Taxing," giving you direct access to specific discussions: Introduction to Required Minimum Distributions (RMDs) - 00:00 Definition and Importance of RMDs - 00:00:32 Age Requirement for RMDs (Currently 73) - 00:01:04 Changes Under Secure Act 2.0 - 00:02:07 Qualified Charitable Distributions (QCDs) Explained - 00:02:38 Roth Conversions as a Strategy - 00:04:10 Impacts of Large RMDs on Tax Brackets - 00:04:43 Key Milestones for Retirement Accounts (Age 55, 59½, etc.) - 00:05:13 Importance of Tax Diversification - 00:09:05 Managing Capital Gains and Asset Location - 00:09:52

14 min
Essential Year-End Financial Checklist: Maximize Savings & Tax Benefits for 2024
4 November 2024
Essential Year-End Financial Checklist: Maximize Savings & Tax Benefits for 2024

As 2024 comes to a close, it’s time to get your financial ducks in a row for the new year. Reviewing essential areas now can help you maximize tax efficiency, protect assets, and set up for a successful 2025. Here’s your year-end checklist to keep everything on track: Maximize Retirement Contributions – Ensure you’re making the most of 401(k), IRA, and HSA contributions. If you’re over 50, don’t forget those catch-up contributions! Review Tax and Estate Planning – Consider year-end strategies like Roth conversions, charitable donations, and estate updates to reduce taxable income. Evaluate Insurance Coverage – Double-check that your life, disability, and long-term care insurance meets your needs. Reviewing beneficiaries now can avoid future headaches. Manage Debt and Optimize Interest Rates – Look at mortgage rates, high-yield savings, and credit lines to make sure you’re getting the best rates before the new year. Update Investment Allocation – Rebalance your portfolio to align with your financial goals and take advantage of market opportunities. Get your financial ducks in a row before 2025, and start the new year feeling secure and prepared! #YearEndChecklist #FinancialPlanning #GetYourDucksInARow #TaxSavings

22 min
Nate and Clint's Foray Into A.U.A. (Ask Us Anything!)
22 October 2024
Nate and Clint's Foray Into A.U.A. (Ask Us Anything!)

In this episode, Nate and Clint spend some time diving into some crowdsourced questions, as we amend "Ask Me Anything (AMA)" to "Ask Us Anything (AUA)". We spend some time discussing things we have learned from our spouses, how Walkner Condon was named, and why Nate strong dislikes jeans in the office. We welcome questions for future episodes. send them along!

25 min
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