Podcasts about Gimme Some Truth

In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions.The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape.

In this episode of Gimme Some Truth, Clint and Nate dive into the world of pledged asset lines—also known as securities-backed loans. They break down how these loans work, when investors might consider using them, and how they compare to traditional lending tools like home equity lines of credit (HELOCs).You'll learn:

In this episode of Gimme Some Truth, Nate Condon and Clint Walkner are joined by Mitch DeWitt, CFP®, MBA. Together they help break down the complex world of equity compensation. We explain what equity compensation is, why it matters for financial planning, and the different types of stock options employees may encounter.The discussion covers the tax implications of stock options, potential pitfalls to avoid, and key strategies to incorporate equity compensation into a long-term plan. Whether you're an employee receiving stock options or simply interested in understanding how they fit into wealth-building, this episode provides practical insights to navigate equity compensation with confidence.Timestamps00:00 – Introduction to Equity Compensation01:22 – Understanding Stock Options04:44 – Types of Stock Options and Their Tax Implications10:31 – Common Pitfalls and Planning Strategies16:48 – Conclusion and Final ThoughtsREAD THE BLOG POST FOR MORE INFO: https://walknercondon.com/blog/six-things-to-know-about-employee-stock-options/

How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning?In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond.Check out our new Epic Stock Financial Planning Guidewww.walknercondon.com/epic

How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning?In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond.Check out our new Epic Stock Financial Planning Guide⁠www.walknercondon.com/epic⁠

In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead.They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year.Key Topics CoveredQ3 Market Recap – Momentum in U.S. and international stocksGlobal Market Trends – International equities and broader outlookEconomic Resilience – How the economy withstands tariffs and headwindsFederal Reserve & Rates – Possible interest rate cuts and their impactInflation & Currency Shifts – Managing volatility in a changing marketConsumer Spending & Housing – Real estate trends shaping demandQ4 Outlook – Key themes and expectations for the coming quarterEpisode Timestamps00:00 – Introduction and Overview00:37 – Q3 Market Recap01:52 – International Stocks and Broader Market Trends03:11 – Economic Resilience and Tariffs05:19 – Federal Reserve Policies and Interest Rates07:58 – Currency and Inflation Concerns12:17 – Consumer Spending and Real Estate14:18 – Q4 Outlook and Themes19:22 – Conclusion and Final ThoughtsREAD THE BLOG POST FOR MORE INFO: https://walknercondon.comhttps://walknercondon.com/blog/2025-q3-investment-summary/

In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead.They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year.Key Topics CoveredQ3 Market Recap – Momentum in U.S. and international stocksGlobal Market Trends – International equities and broader outlookEconomic Resilience – How the economy withstands tariffs and headwindsFederal Reserve & Rates – Possible interest rate cuts and their impactInflation & Currency Shifts – Managing volatility in a changing marketConsumer Spending & Housing – Real estate trends shaping demandQ4 Outlook – Key themes and expectations for the coming quarterEpisode Timestamps00:00 – Introduction and Overview00:37 – Q3 Market Recap01:52 – International Stocks and Broader Market Trends03:11 – Economic Resilience and Tariffs05:19 – Federal Reserve Policies and Interest Rates07:58 – Currency and Inflation Concerns12:17 – Consumer Spending and Real Estate14:18 – Q4 Outlook and Themes19:22 – Conclusion and Final ThoughtsREAD THE BLOG POST FOR MORE INFO: https://usexpatinvesting.com/blog/2025-q3-investment-summary/

In this episode of Gimme Some Truth, we take a closer look at the future of Social Security and what it means for retirement planning. Mitch shares insights into the projected depletion of the Social Security Trust Fund by 2033, highlighting that while the headlines can be alarming, Social Security payments have never been missed.We explore the origins of Social Security, the impact of demographic shifts, and the political and funding challenges shaping its outlook. The conversation also reviews potential legislative reforms — including retirement age adjustments, tax changes, and benefit modifications.Finally, we emphasize the importance of stress-testing financial plans so individuals can prepare for possible changes and uncertainties in the system.Timestamps00:00 – Introduction and Topic Overview00:50 – Current State of Social Security02:07 – Historical Context and Trust Fund Details05:26 – Future Projections and Potential Solutions07:07 – Political Challenges and Demographic Impact12:54 – Possible Changes and Recommendations14:50 – Conclusion and Final ThoughtsREAD THE BLOG POST FOR MORE INFO: https://walknercondon.com/blog/is-social-security-going-away/

In this episode of Gimme Some Truth, Nate, Mitch, and Stan discuss recent changes to Portugal's Non-Habitual Residence (NHR) tax program and their impact on US expats.They cover the origins and benefits of the NHR program, the implications of the US–Portugal tax treaty, and why a recent arbitration ruling confirmed that US citizens should not be taxed on capital gains in Portugal due to the treaty's savings clause.The conversation also includes practical guidance on working with accountants, understanding new tax rules, and preparing for life abroad. For Americans living in Portugal—or considering the move—this episode delivers essential insights into the evolving international tax landscape.Timestamps00:00 – Introduction to the Episode00:30 – Understanding NHR: What It Is and Why It Matters01:12 – The Rise and Fall of the Original NHR Program01:38 – Tax Implications for US Expats in Portugal03:26 – The Capital Gains Tax Controversy07:58 – Recent Developments and Legal Challenges10:23 – Practical Advice for Expats17:57 – Conclusion and Final Thoughts18:43 – Disclaimer and Additional Information

In this episode of Gimme Some Truth, hosts Clint Walkner and Syl Michelin take a closer look at the S&P 500 index, separating fact from fiction. Many investors assume the S&P 500 is broadly diversified and a true reflection of the U.S. economy—but the reality is more complex.We break down the history and performance of the S&P 500, uncover the truth about its concentration in mega-cap tech stocks and select sectors, and explain why relying on it as a sole investment strategy carries significant risks. You'll also learn how global factors influence the index and why diversification may not be what it seems.If you want to make smarter, more informed investment decisions, this episode will help you rethink your approach to the S&P 500 and portfolio diversification.Episode Breakdown:00:00 – Introduction and Fun Fact about the S&P 50001:07 – Debunking the Diversification Myth02:52 – Sector Concentration in the S&P 50006:14 – Global Influence on the Index09:19 – Risks of Using the S&P 500 as a Sole Investment Strategy14:49 – Conclusion and Final Thoughts

In this episode of Gimme Some Truth, hosts Clint Walkner and Keith Poniewaz break down the fast-changing world of cryptocurrency and stablecoins, focusing on how the new GENIUS Act legislation affects expats and global investors.We cover everything from the basics of crypto and stablecoins to their real-world applications, highlighting the benefits, challenges, and risks these digital assets bring. Learn how the GENIUS Act is reshaping cross-border transactions, what it means for international remittances, and the tax implications and regulatory concerns expats should prepare for.Whether you're an expat managing money abroad, a crypto-curious investor, or simply interested in the future of digital currencies, this episode will give you valuable insights into how cryptocurrency and stablecoins may transform financial planning and global investing.Read the blog post for more information on the GENIUS Act: https://usexpatinvesting.com/blog/what-the-genius-act-means-for-us-expats/ Episode Breakdown:00:00 – Introduction and Today's Topic00:38 – Understanding Crypto and Stablecoins05:29 – Legislation and the GENIUS Act Explained07:39 – Practical Uses and Challenges of Stablecoins17:45 – Tax Implications and Regulatory Concerns22:04 – Investment Perspectives and Final ThoughtsFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting#expatfinance #InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast

In this episode of Gimme Some Truth, we explore the GENIUS Act, a groundbreaking bipartisan law that brings much-needed regulatory clarity to stablecoins and the broader crypto market.

In this episode of Gimme Some Truth, financial advisors Nate Condon and Clint Walkner explore whether it makes sense to claim Social Security early—as early as age 62 or 63—rather than waiting until 70.

In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today's most pressing topics:

In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today's most pressing topics:

In this episode of Gimme Some Truth, Clint and Nate welcome Andy King, the newest advisor joining Walkner Condon Financial Advisors. Andy brings decades of experience, a deep commitment to his clients, and a thoughtful approach to succession planning. Along with his assistant Regan Miller, Andy shares why he chose to merge with Walkner Condon, how he built King Financial Group, and what lies ahead for their clients.Whether you're a client, a fellow advisor, or just curious about how financial advisors plan their own retirement transitions—this episode offers a candid, behind-the-scenes look at the heart of wealth management.

En esta era de relativismo la pregunta de Pilato en el Evangelio según Juan (capítulo 18) no puede ser más actual: "¿Qué es la verdad?. Cuando la mayoría decide lo que es verdadero o falso, según un criterio puramente subjetivo, la pregunta ya no es si algo es cierto, sino si funciona, me sirve o me hace sentir bien. Para muchos, ya no hay una verdad objetiva. Cuando Bono retoma las palabras del actual Premio Nobel de Literatura, Bob Dylan, "A lo largo de la torre del vigía" (All Along The Watchtower) en una actuación por sorpresa del grupo irlandés U2 en el Embarcadero de San Francisco en 1987, le añade la frase "Tres acordes y la verdad", que se convierte en todo un motivo para su vida y su obra. Su impresionante versión se puede ver con una deslumbrante fotografía en blanco y negro en la película "Rattle & Hum", cuyo libro oficial está escrito por su amigo evangélico, el poeta y periodista musical Steve Turner. John Lennon pedía "algo de verdad" (Gimme Some Truth" en su primer disco sin los Beatles en 1971, donde está su famoso "Imagina". Hace la canción cuando todavía no ha acabado la guerra del Vietnam con la producción de Phil Spector y la guitarra de George Harrison. La escuchamos en la versión del grupo británico Kula Shaker en 2022. La verdad nos parecerá triste, pero "lo que no tiene es remedio", dice Joan Manuel Serrat en una de sus más emocionantes canciones del disco de 1986, "Cada loco con su tema". Las palabras de Pilato en la Buena Noticia según Juan (capítulo 18) están en el contexto del proceso de Jesús, primero judío y luego romano, uno por blasfemia y otro por rebeldía. El juicio según la ley judía tiene tres fases: primero ante Anás, el sumo sacerdote reconocido por los judíos y luego Caifás, nombrado por los romanos (en el que se centran los otros tres evangelios) y la mañana siguiente ante el Sanedrín. La primera película que dirigió Robert Redford para una nueva productora independiente fue "La conspiración" (2010). Es la sorprendente historia del proceso a una mujer llamado Mary Surratt por su supuesta participación en el asesinato del presidente Lincoln. Protagonizada por un joven James McAvoy como abogado reticente de la misteriosa acusada que hace una irreconocible Robin Wright, nos lleva a la cuestión misma de la verdad ante un juicio que está ya determinado por los prejuicios de todos los que en él forman parte. José de Segovia la comenta con la banda sonora original de Mark Isham y Bryce Dessner para la serie "Manhunt", sobre la búsqueda de los responsables del magnicidio. "El propiciatorio" (The Mercy Seat) es una de esas canciones del australiano Nick Cave, directamente inspiradas en la Biblia. La graba con su grupo The Bad Seeds en 1988, pero ha tenido versiones tan conocidas como la que hizo Johnny Cash poco antes de morir. La oímos en una actuación para la radio KRCW de Santa Mónica en 2013 con la atormentada voz del condenado a muerte que "dice la verdad, pero no tiene miedo a morir". Escuchamos finalmente la propia voz de Pilato en la versión música musical de "El proceso" de Jesús (The Trial) que hizo el hijo del ministro anglicano Adrian Snell con la Roya Philarmonic Orchestra en 1980, pero esta vez en la versión que hizo ahora el músico inglés con holandeses y la orquesta de la iglesia del predicador John Stott en Londres, All Souls en 2024. El papel que hacía Richard Barnes en el Superstar de Londres en 1972, lo hace ahora el neerlandés Chiel Naber.

In this episode of Gimme Some Truth, we dive deep into alternative investments—exploring everything from private equity and private debt to real estate, commodities, crypto, and hedge funds. Nate Condon and Clint Walkner from Walkner Condon Financial Advisors explain how access to these investment options has evolved and what individual investors should know before diving in.Whether you're a high-net-worth investor or someone exploring portfolio diversification beyond stocks and bonds, this episode delivers clear explanations and real-world examples to help you understand risks, rewards, and opportunities in today's alternatives landscape.

Thinking about buying your first home or upgrading to a new one?

This episode of Gimme Some Truth, International edition, explores recent discussions surrounding the weakening of the US dollar and the role of currency diversification in managing financial risk. Topics include changes in global markets, impacts on investments, and practical approaches to building diversified portfolios without requiring international relocation.Timestamps:00:00 – Introduction to US Dollar Trends00:31 – Currency Diversification and Historical Context01:55 – Cash Flows and Currency Exposure Abroad04:07 – Impact of Dollar Weakness on Retirees and Expats06:17 – Types of Dollar vs. Non-Dollar Assets09:04 – Dollar-Hedged vs. Unhedged Investments10:44 – Gold, Commodities, and Currency Hedges13:24 – Preparing for Dollar Decline vs. Reacting to It15:35 – Portfolio Construction for Currency Diversification18:32 – Misconceptions About Diversification Strategies20:00 – Concluding Observations on Currency Risk✅ Subscribe for detailed discussions on markets, diversification, and financial risk management.SUBSCRIBE  @walknercondon   @usexpatinvesting  For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting

Tax Day might be over, but smart financial planning never stops!

Are market fluctuations stressing you out? You're not alone. In this episode of Gimme Some Truth, financial advisors, Nate Condon and Andrew Klein, discuss how to manage fear during uncertain markets, drawing on lessons from the past and offering clear strategies for the present.

Are you making costly tax mistakes without even knowing it? In this episode of Gimme Some Truth, tax pros from WC Tax Services reveal common personal and business tax errors—from filing misconceptions to missed deductions, backdoor Roth mishaps, and LLC misclassifications. Learn how to protect your wallet, avoid IRS penalties, and streamline your tax filing strategy.

Explore the world of bonds with Mitch and Evan in this episode of Gimme Some Truth. Learn the key differences between bonds and stocks, how yield curves influence the market, and what recent market trends mean for investors. Discover how interest rates impact bond prices, the risks and rewards of long-term Treasuries, and practical strategies to navigate today's fixed-income market.

In this episode of Gimme Some Truth, hosts Nate Condon and Clint Walkner sit down with special guest Ryan Smith from Guild Mortgage to discuss the challenges of buying a home in 2025. With rising interest rates, low housing inventory, and a competitive market, homebuyers need to be strategic to secure the best deals.What You'll Learn:✅ How rising mortgage rates impact home affordability✅ The housing supply shortage and its effect on buyers✅ Smart mortgage strategies to win in a competitive market✅ Creative financing options to improve your loan approval chances✅ The importance of pre-approval and how to strengthen your offer

In this episode of Need to Know, Ross Coulthart and Bryce Zabel discuss the latest developments in the UAP conversation, particularly the lack of action from the new U.S. administration despite previous campaign promises. They highlight the role of key figures like John Ratcliffe, the new CIA director, and Marco Rubio, the new Secretary of State, both of whom have previously acknowledged the reality of unexplained aerial phenomena. The conversation also delves into Elon Musk's recent claims that he would know about secret UAP programs if they existed—claims that Ross and Bryce find naive, given the compartmentalized nature of classified government projects. The episode also explores the broader implications of disclosure, touching on government secrecy, potential geopolitical ramifications, and the upcoming documentary The Age of Disclosure, which promises to feature high-level insiders speaking out about UAPs. Additionally, the hosts discuss Richard Dolan's new book on USOs (Unidentified Submerged Objects) and the historical significance of cases like Kecksburg and the Betty and Barney Hill abduction. The ongoing mystery of military drone incursions and their potential ties to UAP phenomena is another major talking point, with Ross expressing frustration over media and government responses. They close by considering the possibility that foreign powers like Russia or China might take the lead on disclosure, potentially forcing the U.S. to respond. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Bulletin talks about tradwives and theobros, Trump and Ukraine, and Eric Adams in New York City. Find us on Youtube. This week we discuss the downfall of the popular online tradwife “Patriarchy Hannah” with Nicole Martin. Then, we talk about President Trump's Truth Social post about Ukraine. Finally, we cover the federal prosecutors who've resigned following appeals to dismiss the NYC mayor Eric Adams's corruption case. GO DEEPER WITH THE BULLETIN: Join the conversation at our Substack. Find us on YouTube. Mark your calendars for our next Tuesday Night Live on March 11 Rate and review the show in your podcast app of choice. ABOUT THE BULLETIN: The Bulletin is a weekly (and sometimes more!) current events show from Christianity Today hosted and moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor in chief) and Mike Cosper (director, CT Media). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more. “The Bulletin” is a production of Christianity Today Producer: Clarissa Moll Associate Producer: Leslie Thompson Editing and Mix: TJ Hester Music: Dan Phelps Executive Producers: Erik Petrik and Mike Cosper Senior Producer: Matt Stevens Learn more about your ad choices. Visit podcastchoices.com/adchoices

n this episode of Gimme Some Truth, financial advisor, Alicia Vande Ven, CFP® and estate planning attorney, Notesong Srisopark-Thompson, break down the key differences between wills, trusts, and beneficiary designations. Learn why probate is best avoided, when to transition from a will to a trust, and the importance of funding your trust properly. We also explore how financial planners and estate attorneys collaborate to protect your legacy.Whether you're just starting or revisiting your estate plan, this episode offers valuable tips to secure your family's future. Don't miss it!Featured Guest:Notesong Srisopark-Thompson Senior Associate at Laffey, Sebranek, Auby & Ristau, S.C. https://www.lsar.law/notesong-thompson Topics Covered:Wills vs. Trusts: What's the difference?Why beneficiary designations override your will.Probate court explained and how to avoid it.When to upgrade your estate plan with a trust.Cost considerations for estate planning.Introduction: Alicia and Notesong introduce the continuation of their estate planning discussion. (00:00:05)Key Differences: Will, Trust, and Beneficiary Designation: Explanation of how these estate planning tools differ and their specific purposes. (00:00:35)Understanding Probate and Why to Avoid It: Discussion on what probate is and its implications for estate planning. (00:01:37)The Role of a Will in Estate Planning: Explanation of the importance of wills and their limitations. (00:03:11)Trusts as a Tool to Avoid Probate: Introduction to revocable living trusts and their benefits. (00:03:41)When to Transition from a Will to a Trust: Identifying life stages or financial circumstances when creating a trust is advisable. (00:07:53)The Importance of Funding a Trust: Explanation of why updating account beneficiaries and funding a trust is crucial. (00:12:06)Beneficiary Designations vs. Wills: How beneficiary designations on accounts override wills. (00:04:12)Cost Implications of Estate Planning: Discussion on the financial impact of working with an estate planning attorney versus the potential costs of not planning. (00:08:55)The Collaborative Role of Financial Planners and Estate Attorneys: How financial planners and attorneys work together to ensure seamless estate and financial planning. (00:14:11)

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)

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!

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!

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

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

This episode of Gimme Some Truth for Expats dives into wealth taxes and their implications for expats living abroad. Discover how wealth taxes differ from income taxes, explore policies in countries like France, Spain, and Portugal, and learn how offshore assets are taxed. We also cover strategies for navigating international tax systems effectively. A must-watch for expats managing finances across borders. #WealthTaxes #Expats #InternationalTaxes #OffshoreAssets #TaxPlanning #GlobalFinance

With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.

In this episode of Gimme Some Truth, Syl, Keith and Stan discuss the importance of international allocation in portfolios. Despite years of US outperformance, international markets remain a pillar of a well diversified allocation, in both equity and fixed income. In this discussion, we share insight and look at index data to help investors with their own international allocation decisions.

Featuring new music from global roots label Putumayo, and many others. A small segment of songs of mermaids and sirens. Songs of Truth and of Reconciliation, too. Plus concert previews galore and a few surprises along the way!

In this installment of Gimme Some Truth, Keith, Stan and Syl discuss how residing abroad can effect one of the most common decisions US investors make - rolling over their employer-sponsored retirement plan (401k, 403b, TSPP) to an IRA. While this decision is frequently presented as a "no brainer" for Americans in the US, the various tax treaties the US has with foreign countries frequently render this decision more complicated for Americans residing or thinking about residing abroad as certain countries will tax different types of plans differently.

We've made it near the end of the first leg of the Dark Matter tour! With the last stop in Seattle happening as this episode airs, we thought it would obviously be appropriate to cover a show that took place in Pearl Jam's hometown. Since we've covered many of the well known Seattle shows in past episodes (check out the archive to listen, lots of good ones!) we're turning to a benefit show from 2001 in which the band didn't go out and tour on. The Groundwork Benefit was put together to help the Food and Agriculture Organization to solve world hunger. This night featured acts like Alanis Morrisette and R.E.M. as the headliners alongside Pearl Jam. It's only a 10-song set, and since it's still in the shadow of Binaural, the album has a heavy presence at this show. No Ten or Vs. songs were played, but we do get an early version of a Riot Act song over a year before the album release. We'll talk about John Lennon song Gimme Some Truth and how Ed initially wanted to play that during the Tribute To Heroes performance after 9/11, but it became a staple of Pearl Jam's touring circuit during the Iraq War. But the song that's going to resonate the most is a rare closing set performance of Long Road. It's a ten minute version that features Rahat Fateh Ali Khan, the nephew of Nusrat who recorded a version of Long Road with Ed for the Dead Man Walking soundtrack. One of the most heartfelt versions of Long Road that you'll ever hear. Along with that, we'll talk about Ed making a guest appearance during R.E.M.'s set to sing People Have The Power and It's The End Of The World As We Know It, and also a little bit of the Athens alternative legends teasing Better Man. Javier joins in for this one, and we'll spend a lot of time talking about our upcoming trip to see the band in Seattle! Just to note, in this episode I may have made some small but rare mistakes regarding facts that I do apologize for. We'll also mention the audio from the YouTube video mixing the guitars really low, but the bootleg that we play in the episode sounds completely normal. A lot of 4am bedtimes in the last month, I'm sure you all understand! Visit the Concertpedia for all of our post-show recap write ups - http://liveon4legs.com Contact the Show - liveon4legspodcast@gmail.com Donate to the Show and listen to all of the reaction episodes from this tour - http://patreon.com/liveon4legs

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

Nate and Clint run through the list of financial topics to get on top of before the end of the year. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

Keith and Stan talk about the updates to the situation surrounding NHR policies in Portugal. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Clint and Keith chat about the disconnect between Consumer Sentiments negative trends and the actual market data that shows an upswing. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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 generations of loved ones. And while it's a holiday-minded topic, as Nate reminds us, these types of gifts don't have to be given just during the holidays. Questions about this topic or other things you'd like us to cover in future episodes? Send us an email at podcast@walknercondon.com. LINKS Investor.gov Compound Interest Calculator: https://bit.ly/3Wr8LUi Watch on YouTube: https://youtu.be/2LTfuwc_6t4 Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice message: https://anchor.fm/walkner-condon/message

Episode 248: In New York City on the 8th of December, 1980, the world was rocked by the murder of influential rock and roll icon, artist, sometimes controversial activist and dad John Lennon. After an evening recording session at the Record Plant, John Lennon and his wife, artist Yoko Ono returned to their Central Park West apartment building, The Dakota. As John and Yoko approached the entrance to the building, they passed a man for whom, only hours earlier, Lennon had signed an autograph. The man, Mark David Chapman, 25, watched the couple walk by and then pulled a .38 special from his coat and unloaded on John Lennon, shooting him in the back four times. The deadly hollow point bullets tore through the former Beatle, mortally wounding him. He was pronounced dead at Roosevelt Hospital later. When police arrived, they found Chapman patiently reading his book, Catcher in the Rye.  Sources: JOHN LENNON. GIMME SOME TRUTH. The Beatles This Is: The Beatles | Spotify Playlist This is: John Lennon | Spotify Playlist John Lennon's “bigger than Jesus” quote | Slate 23 December 1969: John Lennon and Yoko Ono meet Canadian prime minister Pierre Trudeau | The Beatles Bible The Catcher in the Rye | Summary, Analysis, Reception, & Facts | Britannica Two Marks — Mark David Chapman, the man who killed John Lennon — Crime Library BBC NEWS | Entertainment | John Lennon killer ‘wanted fame' BBC ON THIS DAY | 8 | 1980: John Lennon shot dead Learn more about your ad choices. Visit megaphone.fm/adchoices

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 statistics they gathered related to the theme of the episode, opening up the floor to cover what that means for clients of financial advisors, the implications for the businesses of those retiring advisors, and more. Questions about this topic or other things you'd like us to cover in future episodes? LINKS 40% of Advisory Assets to Transition in Next 10 Years: http://bit.ly/3Ey1GKq Watch on YouTube: https://youtu.be/sPPjGnw-k7s Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice message: https://anchor.fm/walkner-condon/message

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 investing avenue. They go over the essentials of the sector, how broader investing themes like COVID-19 & interest rates have impacted commercial real estate, and how potential investors can access these types of investments. Questions about this topic or other topics you'd like us to cover in future episodes? Send us an email at podcast@walknercondon.com. LINKS Watch on YouTube Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice message: https://anchor.fm/walkner-condon/message

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 explore the drivers of inflation, U.S. market outperformance, bonds, and more. Questions related to this podcast or topics you'd like us to cover in future episodes of Gimme Some Truth? Send an email to podcast@walknercondon.com. LINKS JPMorgan: Guide to the Markets Watch on YouTube Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice message: https://anchor.fm/walkner-condon/message

SUMMARY After the new year, John approaches the Beatles with a new outlook and a new idea for the future. The trial separation, John predicts, “will either be a death or a Rebirth.” And John has made his choice! Episode Three delves into John's hopes and fears for the fate of Lennon/McCartney in 1970, and then ties in some pertinent quotes from 1980 which show how he processed and framed the breakup in later years and the philosophical outlook he ultimately achieved.  And of course we continue the unfolding drama of the standoff between the estranged partners in Phase Two of the Trial Separation.   SOURCES Scene and Heard, BBC (Feb 6, 1970) “A Hard Day's Write” by Steve Turner (October 1994) Audio snippet Interview w/ David Sheff (1980) “Living Together” St. Regis Interview, Peter McCabe and Robert Schonfeld (1971) “It's Difficult to Believe John and Paul Have Fallen Out” by Mike Hennessey, Record Mirror (March 13, 1971) Scene and Heard, BBC (Feb 6, 1970) Interview w/ Roy Shipston Disc and Music Echo (Feb 28, 1970) Many Years from Now by Barry Miles (1997) “All We Are Saying,”by David Sheff (1980) Interview snippet about Jealousy (audio) (1971) Gimme Some Truth (2000) by Andrew Solt John Lennon's #IMAGINE50 Listening Party on Twitter Playboy Interview with Paul and Linda McCartney: Interviewed by Joan Goodman Article ©1984 Playboy Press Man on the Run by Tom Doyle (2013)   PLAYLIST Instant Karma JOHN LENNON (1970) Eleanor Rigby, Julia (Transition) THE BEATLES (2006) Lovely Linda PAUL MCCARTNEY (1970) Valentine Day PAUL MCCARTNEY (1970) The Long and Winding Road THE BEATLES (1970) You Know My Name THE BEATLES (1970)