Walkner Condon Financial Advisors

Informações:

Sinopsis

Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area.Check out our "Gimme Some Truth" Podcast to hear about market concepts, investment trends, financial planning tips and more.

Episodios

  • Polly's Housing Market Experience

    06/05/2024 Duración: 28min

    Polly shares her journey of selling a home to finding and buying the ideal place with Nate. This story covers the emotional rollercoaster and the complex steps of their housing journey. #RealEstateJourney --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • The Upcoming Year at Walkner Condon

    22/04/2024 Duración: 26min

    Nate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Vetting Domestic Brokerages 2024 Edition

    10/04/2024 Duración: 34min

    Tune in with Nate and Mitch as they dive into picking the perfect brokerage for your money path. #finance #investing --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Evan Waltz: New Kid In The Firm

    22/03/2024 Duración: 22min

    On this podcast meet the newest member of Walkner Condon, Evan Waltz. Hear about his journey here and what it took. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Charitable Giving with Anna January - Market Report 2024

    08/03/2024 Duración: 31min

    In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions. Read the 2024 Market Report here: https://walknercondon.com/2024-market-outlook-2/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Timing the Market - 2024 Market Report

    01/03/2024 Duración: 21min

    Mitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Housing Market "New Normal" - Market Report 2024

    23/02/2024 Duración: 31min

    Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Soft Landing and Bonds - Market Report 2024

    16/02/2024 Duración: 31min

    Mitch and Keith are talking about their articles for our 2024 Market Report. Keith talks about his piece on bonds and Mitch talks about piece on the possibility of a soft landing. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Recency Bias - Market Report 2024

    09/02/2024 Duración: 30min

    Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market. Read the article here: --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • What Year Is It? - 2024 Market Report

    29/01/2024 Duración: 33min

    This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece. Read the Walkner Condon 2024 Market Outlook here: ⁠https://walknercondon.com/2024-market-outlook-2/⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Gimme Some Truth: Holiday Traditions

    20/12/2023 Duración: 31min

    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

  • Gimme Some Truth: End of the Year Checklist

    08/12/2023 Duración: 34min

    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

  • Gimme Some Truth: Vibe Session about Consumer Sentiment

    14/11/2023 Duración: 23min

    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

  • NIL Rules Change with Megan Jerabek

    08/11/2023 Duración: 32min

    Nate Condon chats with Megan Jerabek about the NIL Rule changes and the Supreme Courts decision regarding student athletes --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • HOT TOPIC! Interest Rates...How rising rates can actually help you with your deposits.

    29/09/2023 Duración: 25min

    Mitch DeWitt and Nate Condon talk about the HOT TOPIC that piqued everyone's interest this year. Times have changed, and getting a 3% APR on a loan feels like a long lost dream. Where are we at today with #interestrates, and when might they fall? #financialnews #usinterestrates #finances #heloc #loans #financialadvice #financialplanning --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Talking to Your Kids About Money

    25/09/2023 Duración: 36min

    Alicia and Polly are back to discuss talking to your kids about money. It sounds so simple, yet can be a complicated topic. Listen to these two #womeninfinance discuss how they talk to their own kids about money, and why it is important. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Finding Opportunities in the Global Bond Market with PIMCO's Tina Adatia

    12/09/2023 Duración: 37min

    Our expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco. PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals. #globalbondmarket #bonds #pimco #fixedincome #expatlife #expats #investing #investingtips #movingabroad --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Retirement: Have a plan!

    11/09/2023 Duración: 27min

    The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dream. It is important to have a plan so that you can maximize your retirement satisfaction. #retirement #retiring #seniorcitizens #retirementsavings #financialadvice --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Luxury Travel Abroad!

    21/08/2023 Duración: 26min

    #luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC. EXEC is a highly curated hotel, travel, lifestyle, and business benefits program providing access to exceptional brands and experiences. It powers the benefits and perks programs of some of the world's leading associations and organizations. https://www.joinexec.com #privatejets #financialadvice #expatlife #travel #travelabroad --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

  • Financial Checklist for Job Loss

    15/08/2023 Duración: 27min

    Job loss is one of the toughest things you can experience in your career. Hopefully it leads to greener pastures for most, but recovery from the shock is a jarring task. We wanted to make it easier for you. Here is a run-down of the financial checklist you should consider if you find yourself in this difficult situation. Pensions, health insurance, life insurance...the list goes on. We hope this list helps keep you organized in those first few weeks. #jobloss #healthinsurance #financialadvice #financialplanning #lifeinsurance --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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