Podcasts about Gimme Some Truth

Moving to Europe? Before you pack your bags, make sure your finances are ready.In this episode of Gimme Some Truth, Nate, Stan, and Syl break down the most common — and costly — financial mistakes Americans make when moving abroad. From mishandling US retirement accounts to holding the wrong investments in a foreign country, these errors can cost you thousands in unnecessary taxes and penalties.Whether you're planning a move to France, Germany, the Netherlands, or anywhere in the EU, this video covers what you need to know about 529 plans, IRAs, 401(k)s, TSP rollovers, tax treaties, and building a portable investment portfolio.

Thinking about gifting money or assets to your kids or other family members? Before you write that check or transfer that stock, there are some important tax rules and planning pitfalls you need to understand.In this episode of Gimme Some Truth, Nate, Evan, and Polly break down everything you need to know about lifetime gifting — from the 2026 annual gift tax exclusion ($19,000 per recipient) to the lifetime gift tax exemption ($15 million individual / $30 million for married couples). They explain when you need to file Form 709, what types of assets you can gift, and why gifting appreciated stock can actually backfire thanks to the step-up in basis trap.The conversation goes beyond tax rules into the real-world side of gifting that most people overlook. How do you talk to your kids about receiving a large gift? What happens to your child's college financial aid if you gift them money at the wrong time? And why does relinquishing control over the gift matter more than most people realize?They also cover custodial accounts vs. 529 plans, the tax implications of gifting real estate, and the most common pitfalls advisors see when clients try to gift without a plan. Whether you're thinking about helping your kids with a down payment, funding a grandchild's education, or simply passing along wealth while you're alive to see it enjoyed, this episode gives you the framework to do it the right way.Topics covered:- What assets you can gift (cash, stock, real estate, and more)- 2026 annual gift tax exclusion ($19,000) and when to file Form 709- Lifetime gift tax exemption ($15M individual / $30M married)- The step-up in basis trap when gifting appreciated stock- Real estate gifting considerations- Why communication with gift recipients matters- How gifting affects college financial aid and FAFSA- Custodial accounts vs. 529 plans- Why relinquishing control is essential- Where to start before you gift- Common gifting pitfalls to avoidCheck out the related blog post for additional information - https://walknercondon.com/blog/gifting-to-family-members-what-to-know-before-you-give/ Chapters:0:00 – Introduction & Evan's CFP Journey1:49 – Polly's Milestone: First Tooth & the Tooth Fairy Economy3:03 – What Assets Can You Gift?4:50 – 2026 Annual Gift Tax Exclusion ($19,000) & Form 7096:13 – Lifetime Gift Tax Exemption ($15M Individual / $30M Married)6:50 – Gifting Stock: The Step-Up in Basis Trap9:04 – Real Estate & Other Asset Gifting Considerations9:57 – Why Communication with Recipients Matters11:37 – Impact on College Aid & FAFSA12:41 – Custodial Accounts & 529 Plans14:52 – The Importance of Relinquishing Control15:47 – Where to Start Before You Gift18:13 – Common Gifting Pitfalls to Avoid21:16 – Best Gifts We Ever Received21:56 – Closing Thoughts & Contact InformationSubscribe @walknercondon Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

What really happens when you retire? In this episode of Gimme Some Truth, hosts Nate Condon and Clint Walkner pull back the curtain on the social and financial realities of retirement — the identity shifts, emotional challenges, and money complexities that most people never see coming.Retirement isn't just a financial milestone — it's a major life transition. From the identity crisis that hits when you no longer have a job title, to the emotional weight of watching your portfolio balance go down instead of up, Nate and Clint explore the retirement planning topics that financial advisors rarely talk about. They cover the psychological phases of retirement, how to build structure and purpose after leaving work, why the distribution phase is the most complex part of financial planning, and how stress testing your retirement plan can bring real peace of mind.Whether you're 10 years out from retirement or stepping into it now, this conversation will help you understand what to expect — and how to prepare for the emotional and financial realities of life after work.Topics covered: retirement identity crisis, emotional phases of retirement, retirement planning psychology, building routines in retirement, losing work community, retirement portfolio drawdown anxiety, retirement spending planning, financial advisor for retirees, distribution phase financial planning, non-linear retirement spending, stress testing retirement plan, retirement readiness.

Thinking about moving to France or buying French real estate? In this episode of Gimme Some Truth, we talk with Philippe Henky from Squair Law, a French tax attorney with over 10 years of experience advising U.S. nationals on French tax law, estate planning, and cross-border real estate transactions.Philippe walks through the biggest financial and legal pitfalls Americans face when relocating to France — from inheritance taxes that can reach 45–60% to forced heirship rules that may override your U.S. estate plan. We cover practical strategies like usufruct (division of ownership), how to structure property purchases (share deal vs. asset deal), and why the difference between a holiday home and a primary residence matters more than you think.We also unpack a common source of confusion: the U.S.–France income tax treaty vs. the estate tax treaty, and why mixing them up can be costly. Plus, Philippe explains how French law treats U.S. trusts (spoiler: not the way you'd expect) and why you should always get your own notary and attorney when buying property in France.Whether you're planning a permanent move, purchasing a vacation home, or just exploring your options, this episode gives you the framework to make smarter decisions — ideally before you sign anything.Key topics covered: French inheritance tax rates (45–60%) and how to reduce your exposureUsufruct and division of ownership strategiesDo Americans need a French will? Understanding forced heirship rulesElecting U.S. law in a French willU.S.– France income tax treaty vs. estate tax treatyHow trusts are taxed under French lawBuying property in France: holiday home vs. primary residence structuringShare deal vs. asset deal when acquiring French real estateWhy you must plan before you buyChoosing your own notary and legal counsel

In this episode of Gimme Some Truth, we explore the massive shift happening in the markets. For over a decade, Growth stocks have dominated, but Artificial Intelligence might be the very catalyst that brings Value Investing back to the forefront.We break down the "AI Build-out" and why sectors typically labeled as "Value"—like Energy, Utilities, and Industrials—are becoming the backbone of the AI revolution. If you are worried about S&P 500 concentration risk and being too heavy in Big Tech, this episode is a must-watch.What we cover in this episode:- The Growth vs. Value Trade: Why the tide is turning after 15 years.- AI Disruption: How AI is actually challenging the valuation of traditional growth companies.- Concentration Risk: The dangers of a tech-heavy portfolio in today's market.- The AI Infrastructure Play: Which value sectors stand to gain the most from the AI build-out.- Market History: Lessons from past bubbles (2000, 2008) and how they apply to the AI boom.Don't let recency bias dictate your strategy. We discuss why now is the time to review your portfolio and ensure you aren't over-exposed to a single trade.

Join hosts Syl Michelin, CFA and Clint Walkner as they break down the key market themes from Q1 2026. In this episode, Syl and Clint cut through the headlines to focus on what the market is actually telling investors — covering geopolitical tensions, energy prices, AI infrastructure spending, the SaaS selloff, crypto, gold, bonds, and international stocks. From the 10% market correction to the value vs. growth repricing, they analyze what matters most for your portfolio in 2026.Whether you're evaluating US mega cap tech valuations after the selloff, considering international diversification, or wondering if bonds deserve a place in your portfolio, this episode delivers data-driven market analysis you can act on.Topics covered: Q1 2026 market recap, geopolitical risk and market corrections, oil prices in historical context, AI energy demand and infrastructure, SaaS creative destruction, value vs. growth investing, crypto and gold performance, market timing pitfalls, bond investing in 2026, international stocks vs. US stocks, non-USD diversification strategies.

In this episode of Gimme Some Truth, we are thrilled to introduce the newest member of our team, Felipe Quaassdorff. Joining Stan Farmer, Felipe brings a powerhouse of international experience—moving from Chile to the U.S. and earning his CFA charter along the way.Being an expat isn't just a career path for Felipe; it's a lived experience. We discuss the hurdles of starting from scratch in a new country, the nuances of cross-border wealth management, and how a deep background in equity research and fixed income creates a massive advantage for our clients.What you'll learn in this episode:- The Expat Journey: The personal and professional challenges of relocating internationally.- CFA + CFP Power: Why combining investment rigors with holistic planning is the gold standard.- Global Markets: How interest rates impact equity valuations and what that means for your portfolio in 2026.- The Tech Edge: A sneak peek at how we use AI tools like Notebook LM to better serve our community.Whether you are an American living abroad or a foreign national moving to the States, understanding the intersection of global markets and personal finance is key to your success.

Is the U.S. dollar losing its status as the world's reserve currency — or is the de-dollarization narrative overblown?In this episode of Gimme Some Truth, we separate fact from fiction on de-dollarization, global reserve currency shifts, and what the data actually says about the future of the U.S. dollar. With growing headlines about central banks buying gold, BRICS nations exploring alternatives, and tariff policies impacting currency markets, many investors are asking whether dollar dominance is fading.We examine reserve currency data, gold allocations, global liquidity dynamics, and why the U.S. dollar still represents roughly 55–60% of global reserves. More importantly, we discuss what this means for portfolio construction, currency diversification, international investing, and risk management in 2026 and beyond.If you're concerned about currency risk, inflation, or global capital flows, this breakdown provides historical perspective and practical investment strategy.

Moving to Japan as an American? The "Land of the Rising Sun" offers incredible culture and lifestyle, but for US citizens, it also brings a web of financial and tax complexities. In this episode of Gimme Some Truth, we break down exactly what you need to know to protect your wealth and stay compliant.In this video, we cover:- The 5-Year "Grace Period": How Japan's Non-Permanent Resident regime works (and why your first 5 years are tax-friendly).- The Global Tax Shift: What happens on year 6 when your worldwide income becomes taxable in Japan.- The Exit Tax: Why leaving Japan with assets over 100 million yen (~$600,000) could trigger a massive tax bill.- Investment Roadblocks: Why many US platforms (like Vanguard or Schwab) may limit your account once you move.- Inheritance & Gift Taxes: Japan's unique "Forced Heirship" rules vs. US testamentary freedom.Strategic planning is critical. Whether you are a corporate expat or moving long-term, understanding the interplay between US and Japanese tax laws can save you thousands.

What are alternative investments — and should they be part of your portfolio?In this episode of Gimme Some Truth, we break down alternative investments, including private equity, private debt, real estate, and venture capital, and explain how they compare to traditional stocks and bonds. If you're exploring portfolio diversification strategies or wondering whether alternative assets make sense for retail investors, this episode covers what you need to know.As alternative investments become more accessible, investors are increasingly considering them for non-correlated returns, asymmetric upside potential, and long-term wealth building. However, alternatives also come with unique risks — including liquidity constraints, higher fees, regulatory considerations, and complexity.

In this episode of Gimme Some Truth, we dive deep into the rapidly evolving situation in Iran and its immediate effects on global markets and the economy. Geopolitical events move fast, and while the instinct may be to react, history tells a much more nuanced story about market resilience.We break down the central role of oil prices, the strategic importance of the Strait of Hormuz, and why the U.S. economy's shift toward being an energy exporter changes the math on GDP drag compared to decades past.In this video, we discuss:- Historical Precedents: How markets recovered after the Gulf War, 9/11, and the Russia-Ukraine conflict.- Safe Haven Assets: Why gold, U.S. Treasuries, and the Dollar behave the way they do during uncertainty.- Sector Winners/Losers: A look at defense-related stocks, value stocks, and the potential for an AI value rotation.- The Power of Diversification: Why avoiding recency bias and sticking to a long-term plan is your best defense against volatility.Protect your portfolio from emotional decision-making. Watch until the end to hear our outlook on the "Soft Landing" and why leaning on professional advice is critical during times of war.

Most American investors don't realize that their brokerage relationship often "breaks" the moment they move overseas. In this episode of Gimme Some Truth, we discuss why U.S. retail brokerages are closing expat accounts and how to choose the right custodian before you relocate.From FATCA compliance to the "liquidation-only" trap, we break down the complexities of being a U.S. person living abroad. We also expose the dangers of using a "fake" U.S. address (like a relative's house) and why that strategy can lead to massive tax and legal headaches.What You'll Learn:- The FATCA Factor: Why foreign banks don't want U.S. clients and why U.S. banks don't want foreign addresses.- Account Freezes: Why your brokerage might give you a 30-day notice to move your assets.- The "Address Trap": The risks of using PO Boxes or family addresses to keep your account open.- Retail vs. Institutional: Why advisor-sponsored platforms often have broader international capabilities than standard retail accounts.- Country-Specific Rules: Why the "best" brokerage for an expat in Germany might be different than one in Japan.https://usexpatinvesting.com/blog/what-is-the-best-brokerage-for-expats/Timestamps:0:00 Welcome: The Expat Investing Crisis0:45 Why your current brokerage might not work abroad2:09 FATCA Explained: The pressure on expat banking3:40 Why there is no "one-size-fits-all" solution4:39 The Dangers of "Fake" U.S. Addresses6:31 Essential planning steps BEFORE you move8:47 Retail vs. Advisor-Led Institutional Accounts11:21 Why brokerages "kick out" international clients13:22 How to be proactive with your expat wealth14:24 Disclosures & Wrap UpRead the corresponding blog for more details: Are you planning a move or already living abroad? Our team specializes in cross-border wealth management. www.usexpatinvesting.com#ExpatInvesting #USExpats #FATCA #FinancialPlanning #MovingAbroad #CrossBorderWealth #BrokerageAccountsSUBSCRIBE: @usexpatinvestingFor 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/usexpatingvesting

What will drive markets in 2026?In this February 2026 episode of Gimme Some Truth, hosts Nate Condon and Clint Walkner examine five major market catalysts investors should watch this year: elevated U.S. equity valuations, international market rotation, a potential new Federal Reserve Chair, inflation's evolving target, and AI-driven volatility.The discussion expands on their published article featured in Walkner Condon's 2026 Market Outlook, outlining why stretched U.S. stock valuations may require record earnings growth to justify further gains — and why earnings misses are being punished more severely. They explore the reemergence of developed, emerging, and frontier international markets, the impact of a weakening U.S. dollar, and whether dollar strength could return later in 2026.Read the 2026 Market Outlook - https://walknercondon.com/market-outlook-guide-2026/ They also analyze the implications of a potential new Fed Chair, the political dynamics surrounding Jerome Powell, and how changes in Federal Reserve leadership could influence interest rates and overall market stability.On inflation, they consider whether the effective target is closer to 2.5%–3% and discuss how artificial intelligence may introduce longer-term deflationary forces. Finally, they examine the transition from large language models (LLMs) to agentic AI implementation in 2026 — and what automation, SaaS repricing, AI IPO activity, and increased market volatility could mean for investors.If you're focused on diversification, global equity exposure, Federal Reserve policy, inflation trends, AI investing, or the 2026 stock market outlook, this episode provides timely perspective.⏱️ Timestamps00:00 2026 Market Outlook01:52 Stretched U.S. Valuations & Earnings Risk03:54 International Market Rotation & Dollar Trends05:41 New Fed Chair & Policy Uncertainty08:01 Inflation Target Debate: 2% vs 2.5–3%09:29 AI Implementation Era & Market Volatility15:42 IPO Risks, Diversification & What's NextSUBSCRIBE: @walknercondon For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

The S&P 500's top 10 companies now represent over 40% of the index — the highest market concentration in modern history. What does that mean for investors?In this episode of Gimme Some Truth, we break down market concentration risk, the CAPE ratio (Shiller P/E), and how today's valuations compare to the dot-com bubble. With U.S. large-cap stocks trading at historically elevated levels, we explore whether international diversification, emerging markets, and value-oriented strategies may offer better risk-adjusted opportunities.If you're concerned about overexposure to the Magnificent Seven, high valuations, or portfolio risk heading into 2026, this discussion will help you think strategically about global asset allocation and long-term investing.

Kevin Warsh has been nominated as the next Federal Reserve Chair for 2026. What does this leadership shift mean for your wallet? In this episode of Gimme Some Truth, we analyze the Warsh nomination and its immediate impact on monetary policy, interest rates, and the global markets.As Jerome Powell prepares to hand over the gavel, Kevin Warsh brings a distinct philosophy to the FOMC—balancing a "hawkish" view on the Fed's balance sheet with a unique perspective on AI-driven productivity. We dive deep into whether this marks a regime change for inflation targets and how investors should position their portfolios for the "Warsh Era."

In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon's annual market outlook publication, and the key themes shaping the year ahead.Read the 2026 Market Outlook here: https://walknercondon.com/market-outlook-guide-2026/ The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and the evolving role of artificial intelligence in financial markets. Listeners are encouraged to evaluate their portfolios against these factors and consider how emerging risks and uncertainties may impact long-term strategy.This episode offers context around the thinking behind Walkner Condon's 2026 Market Outlook and how investors can use it as a framework for navigating changing market conditions.00:00 Introduction and Early-Year Market Reflections00:33 Market Sentiment and Recent Financial Developments01:36 2026 Market Outlook Overview01:54 Building the 2026 Market Outlook Guide04:13 Key Themes: Diversification, Risk, and Taxation06:25 AI and Market Implications11:43 Preparing Portfolios for Market Uncertainty14:16 Conclusion and Invitation for FeedbackFor more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon's annual market outlook publication, and the key themes shaping the year ahead.Read the 2026 Market Outlook here: ⁠https://walknercondon.com/market-outlook-guide-2026/ ⁠The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and the evolving role of artificial intelligence in financial markets. Listeners are encouraged to evaluate their portfolios against these factors and consider how emerging risks and uncertainties may impact long-term strategy.This episode offers context around the thinking behind Walkner Condon's 2026 Market Outlook and how investors can use it as a framework for navigating changing market conditions.00:00 Introduction and Early-Year Market Reflections00:33 Market Sentiment and Recent Financial Developments01:36 2026 Market Outlook Overview01:54 Building the 2026 Market Outlook Guide04:13 Key Themes: Diversification, Risk, and Taxation06:25 AI and Market Implications11:43 Preparing Portfolios for Market Uncertainty14:16 Conclusion and Invitation for FeedbackFor more on this topic and others check out the blog on our website: ⁠https://walknercondon.com/blog/ ⁠Visit our website for more financial planning resources and educational information: ⁠https://www.walknercondon.com⁠ ————————————————ADD US ON:LinkedIn: ⁠https://linkedin.com/company/walkner-condon-financial-advisors-llc ⁠Facebook: ⁠https://facebook.com/walknercondon

Portugal's NHR 2.0 tax regime is changing the landscape for expats—and especially Americans—looking to relocate, invest, or build businesses abroad. In this episode of Gimme Some Truth, hosts Nate Condon and Stan sit down with Zeev Fisher, founder of Fresh Portugal, to break down what the new Non-Habitual Resident (NHR 2.0) program really means.We explore the history and evolution of Portugal's NHR program, how the updated version impacts foreign residents, and what expats need to know about tax benefits, immigration strategy, and compliance. Zeev shares real-world insights from working with international clients, including American expats, entrepreneurs, and digital professionals navigating Portugal's legal and tax systems.This conversation also dives into:-The pros and cons of NHR 2.0-Common mistakes expats make when moving to Portugal-How Portugal is becoming a European tech and startup hub-Cultural adaptation and lifestyle considerations-Practical advice for tax planning, residency, and long-term relocationWhether you're considering moving to Portugal, optimizing your international tax strategy, or exploring opportunities in Europe, this episode delivers expert guidance and actionable insights.Learn more about Fresh Portugal at https://freshportugal.com⏱️ Timestamps00:00 Introduction & Guest Overview00:26 Discovering Fresh Portugal01:03 What Is Portugal's NHR 2.0?02:09 How Fresh Portugal Helps Expats05:22 Challenges of Relocating to Portugal07:57 Deep Dive Into NHR 2.010:28 Cultural Differences & Integration13:30 NHR 2.0: Implementation & Real Impact23:03 Portugal's Startup & Tech Opportunities28:05 Final Thoughts & What's NextRead the blog -

Welcome to a new episode of Gimme Some Truth, filmed in our upgraded Verona studio! In this episode, we break down the recent surge in gold prices and why precious metals are once again dominating investor conversations.Clint and Nate explore key drivers behind gold's rally—including market uncertainty, inflation pressures, global demand, and central bank gold purchases. We analyze how gold and silver behave during different market cycles, compare them to other asset classes, and discuss the risks, volatility, and long-term strategy considerations for investors.Whether you're evaluating gold as a hedge, a diversifier, or a tactical investment, this episode offers data-driven insights to help you make informed decisions in today's shifting financial landscape.Timestamps:00:00 — Welcome to the New Studio00:36 — Why Precious Metals Are Heating Up02:07 — Gold's Price Surge & Market Drivers04:15 — How to Approach Gold Investing07:56 — Gold as a Portfolio Diversifier13:41 — Final Thoughts & Investor Takeaways

In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today's elevated market environment.We explore classic examples like Tulip Mania, the Dot-Com Bubble, and other notable periods of irrational market enthusiasm. The team also examines current concerns surrounding AI valuations, cryptocurrency speculation, and whether today's market dynamics mirror past bubbles.You'll learn:What defines a financial bubbleHow investor psychology, FOMO, and high valuations fuel unsustainable growthWhether modern trends like AI and crypto show signs of bubble behaviorHow bubbles can form even during strong economic conditionsPractical strategies for navigating “frothy” marketsWhy diversification and discipline matter more than everTimestamps:00:00 — Introduction to Investment Bubbles00:37 — What Creates a Financial Bubble?02:04 — Valuation Factors & Market Psychology05:40 — Historical Bubbles: Tulip Mania09:45 — Lessons from the Dot-Com Bubble14:38 — Are Today's AI & Crypto Trends Bubbles?17:50 — Final Thoughts & Practical Investment AdviceIf you're trying to understand whether markets are overheated—or want tools to help you navigate volatility—this episode offers clear insights and grounded perspective.

In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation.We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the regulatory environment looks like today.The conversation also covers how prediction markets actually work, their impact on sports betting and investment portfolios, and whether they could eventually disrupt traditional gambling platforms and investment products.From potential returns and real-world use cases to risks, volatility, and long-term outlook, this episode breaks down everything investors need to know about this evolving asset class.Timestamps:00:00 — Introduction to Prediction Markets00:36 — Origins in Politics & Academia01:49 — U.S. Regulation & Emerging Companies03:51 — Evolution & Future of Prediction Markets09:06 — Are Prediction Markets Investing or Gambling?11:16 — Key Risks & Considerations13:30 — Final Thoughts & TakeawaysRead the blog - https://walknercondon.com/blog/how-prediction-markets-could-disrupt-gambling-sports-betting-and-traditional-investing/

The State and Local Tax (SALT) deduction is getting its biggest update in years. In this episode of Gimme Some Truth, Clint, Alicia, and Nate break down the new law that raises the federal SALT cap from $10,000 to $40,000 starting in 2025, with limits that phase out for higher-income households and a temporary window that currently runs through 2029. You'll learn what counts as SALT (property taxes, state income taxes, and certain local taxes), who benefits most in high-tax states, and why the expanded cap could make itemizing attractive again—even for filers who have taken the standard deduction in recent years. The team also explains key planning moves like timing property tax payments, bunching deductions, and coordinating SALT with charitable and other itemized strategies to maximize tax savings before year-end. Whether you're a high-income earner navigating the phase-out rules or a homeowner wondering if itemizing finally pays off, this conversation offers clear, practical guidance to help you take advantage of the new SALT limits while they last. Read the blog for additional information: https://walknercondon.com/blog/how-the-new-2025-salt-cap-works-and-tax-strategies-to-maximize-your-deductions/Chapters00:00 Introduction and Favorite Salts00:43 What is SALT?01:22 Changes in SALT Deduction Limits01:35 Impact of the New SALT Cap03:23 Strategies for Itemizing Deductions03:45 Planning for Future Tax Years04:33 Proactive Tax Planning Tips07:31 High-Income Earners and SALT Cap Phase-Out09:53 End-of-Year Tax Planning11:35 Conclusion and Additional Resources

In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation.We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the regulatory environment looks like today.The conversation also covers how prediction markets actually work, their impact on sports betting and investment portfolios, and whether they could eventually disrupt traditional gambling platforms and investment products.From potential returns and real-world use cases to risks, volatility, and long-term outlook, this episode breaks down everything investors need to know about this evolving asset class.Timestamps:00:00 — Introduction to Prediction Markets00:36 — Origins in Politics & Academia01:49 — U.S. Regulation & Emerging Companies03:51 — Evolution & Future of Prediction Markets09:06 — Are Prediction Markets Investing or Gambling?11:16 — Key Risks & Considerations13:30 — Final Thoughts & TakeawaysRead the blog - https://walknercondon.com/blog/how-prediction-markets-could-disrupt-gambling-sports-betting-and-traditional-investing/

In this episode of Gimme Some Truth, hosts Clint and Nate sit down with insurance veteran Rod Crandall to explore how long-term care insurance can protect your financial future.Rod breaks down common misconceptions, explains how long-term care coverage fits into retirement planning, and shares his personal experience purchasing a policy. The conversation also covers:✅ Current costs of long-term care in Wisconsin✅ Different types of long-term care insurance (traditional vs. modern hybrid options)✅ Underwriting and eligibility considerations✅ Why proactive planning matters for financial security and family protectionIf you're wondering whether long-term care insurance makes sense for your situation—or how to start planning—this discussion is a must-watch.

In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today's elevated market environment.We explore classic examples like Tulip Mania, the Dot-Com Bubble, and other notable periods of irrational market enthusiasm. The team also examines current concerns surrounding AI valuations, cryptocurrency speculation, and whether today's market dynamics mirror past bubbles.You'll learn:What defines a financial bubbleHow investor psychology, FOMO, and high valuations fuel unsustainable growthWhether modern trends like AI and crypto show signs of bubble behaviorHow bubbles can form even during strong economic conditionsPractical strategies for navigating “frothy” marketsWhy diversification and discipline matter more than everTimestamps:00:00 — Introduction to Investment Bubbles00:37 — What Creates a Financial Bubble?02:04 — Valuation Factors & Market Psychology05:40 — Historical Bubbles: Tulip Mania09:45 — Lessons from the Dot-Com Bubble14:38 — Are Today's AI & Crypto Trends Bubbles?17:50 — Final Thoughts & Practical Investment AdviceIf you're trying to understand whether markets are overheated—or want tools to help you navigate volatility—this episode offers clear insights and grounded perspective.

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, 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.

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?

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.

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