Shuffle for fans
Chatbot

Gimme Some Truth | Financial Planning & Investing Advice for Everyday Life

Business

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter outRead more

Popular episodes

Our Top Three Investing, Finance & Money Book Recommendations

Nov 25 • 32:57

With lots of traveling time coming up as we approach the holiday season – and perhaps some additional indoor time for those of us in wintery climes – we thought it'd be a great opportunity to transform this episode into a mini-book club of sorts. While the phrase 'finance book' may conjure up thoughts of a thick college textbook printed in a six-point font, we can assure y...

Our End-of-Year Financial Planning & Investing To-Do List for the Remainder of 2021

Nov 11 • 26:30

Christmas music is on the radio, which means we're somewhere between Halloween and New Year’s Eve. But before we get to the end of the year and start thinking about some New Year's resolutions, there's still some time left to make sure your 2021 to-do items are checked off, and that includes your financial to-do list....

A Conversation on Cryptocurrency and the Direction (and Potential) of Digital Currencies

Oct 27 • 32:54

In a moment, the real reason you came here for this episode: Cryptocurrency. For now, a brief aside (in the style of a choose-your-own-adventure novel, you may skip past the next paragraph if you wish to get to the meat of the podcast). ...

Selling or Leaving Your Business? Why a Business Succession Plan is Key, with Jonathon Jordan, Certified Exit Planning Advisor

Oct 22 • 26:06

There is a preponderance of Baby Boomers who have turned 65 over the last decade. About 10,000 Baby Boomers have hit the traditional retirement age milestone every day since 2011, and everyone in that generation will be 65 by 2030. And while many may be retiring, what about those who own their businesses and can't simply just ride into the sunset? ...

An Update on the Madison Real Estate Market with Charlie Wills and Ryan Smith

Oct 14 • 29:17

When we last saw the Madison real estate market from a realtor's perspective – this episode with Matt Winzenried in June – things were looking red hot, what we dubbed the 'Mad' real estate market. So, as the weather begins to cool and we head toward winter, we thought it'd be a good time to check back in on how things are going in Madison. Charlie Wills from Charlie Wills ...

Reviewing the Markets: Evaluating Q3 & A Look Ahead to Q4 2021

Oct 7 • 28:58

Walkner Condon's Syl Michelin, a Chartered Financial Analyst, is joined by Stan Farmer, CFP®, J.D., and Walkner Condon co-founder Clint Walkner to break down the most recent quarter of 2021 and look ahead to the final quarter of the year. (Where did the time go in 2021?) The three discuss a somewhat turbulent last three months – at least, more so than we've seen since 2020...

Past Performance is Not Indicative of Future Results: An Investing Lesson from the Ryder Cup

Oct 1 • 20:53

For the second time in the last month, Nate and Keith are together in the booth to draw parallels between the game of golf and investing. With the Ryder Cup in Wisconsin, and after a year of waiting because of the pandemic, golf was certainly top of mind for many across the state, and the country, in the last week. And while Europe has dominated the U.S. as of late in the ...

Understanding Updates to the University of Wisconsin System's 403(b) Supplemental Retirement Program

Sep 15 • 20:18

Formerly the UW Tax-Sheltered Annuity (TSA) 403(b) Program, the UW 403(b) Supplemental Retirement Program (SRP) has recently undergone a name change along with several other changes. With more than 24,000 faculty and staff, UW-Madison is easily one of the largest employers in Dane County – the largest non-government employer in Dane County is UW Health with 9,938 employers...

The Intersection Between Investing Style and Golf: Patrick Cantlay vs. Bryson DeChambeau

Aug 31 • 24:03

Even while watching golf, it's difficult for Nate's mind to not drift toward how the sport might have parallels with investing and financial planning. So it should come as no surprise that after watching this past weekend's 2021 BMW Championship, which saw Patrick Cantlay edge Bryson DeChambeau in a six-hole playoff, Nate had styles of investing on his mind, connected to t...

Why Should I Hire (or Fire) a Financial Advisor?

Aug 13 • 26:11

It seems like it'd be an obvious answer to the main question posed by the title of this podcast. But the truth is, we hear a number of different reasons when it comes to prospective clients describing why they're seeking out a financial advisor. For some, it's simply because a family member has one, and so it feels like the right path to follow. Some turn to an advisor aft...

Check out similar podcasts

Plauschangriff
Rocket Beans TV
Citation Needed
Citation Needed Media
Srsly Wrong
Srsly Wrong
Red Eye Report
Red Eye Report
TwitterBlogCareersPress KitCommunity GuidelinesTerms of ServicePrivacy Policy
© 2021 Akora Labs, Inc.