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

Walkner Condon's Managing Partners, Clint Walkner and Nate Condon sit down in their brand-new podcast studio to break down the biggest changes at Walkner Condon Financial Advisors this year— from a stunning new headquarters that brings four offices together under one roof, to major staff promotions, a retirement announcement, and the philosophy behind sustainable, client-first growth as the firm surpasses $1.25 billion in assets under management.In this episode of Gimme Some Truth, you'll hear about the team's new state-of-the-art studio and building, Alicia's promotion to partner, Evan's promotion, Andy King's upcoming retirement, how Walkner Condon structures its advisory teams for redundancy and collaboration, and why the firm has no "finish line" when it comes to growth.Timestamps:0:00 – Welcome back & new studio reveal0:34 – Behind the scenes of the new studio design1:48 – New building: bringing four offices into one3:54 – Staff update: Alicia promoted to partner5:27 – Big news: Andy King announces retirement10:00 – Why team structure & collaboration matter15:35 – Philosophy on growth: no finish line19:46 – Hitting $1.25 billion in assets under management20:47 – Thank you to clients & closing thoughtsSubscribe @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

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/🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondonInstagram: https://www.instagram.com/walknercondon/Twitter/X: https://twitter.com/walknercondon

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.👉 Timestamps:00:00 Introduction00:20 What Is Long-Term Care Insurance?01:28 Costs and Statistics in Wisconsin04:08 Personal Experiences and Proactive Planning07:41 Traditional vs. Modern Long-Term Care Options13:39 Options for Older Individuals17:33 Planning, Underwriting, and Eligibility24:52 Final Thoughts🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondon

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.🕒 Episode Chapters00:00 – Introduction & Guest Overview01:03 – Understanding Section 351 Funds01:50 – Meb Faber’s Experience and Insights03:45 – Use Cases and Fund Mechanics06:21 – Diversification & Portfolio Structure09:24 – Real-World Context & Applications14:25 – Broader Market Perspectives28:02 – Closing Thoughts & Disclaimers🎙️ Connect with Meb FaberWebsite (Cambria Investment Management): https://cambriafunds.comPodcast – The Meb Faber Show: https://mebfaber.com/podcastTwitter/X: https://twitter.com/MebFaber🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondonInstagram: https://www.instagram.com/walknercondon/

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/🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondonInstagram: https://www.instagram.com/walknercondon/