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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 out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
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show series
 
The words ‘budget’ and ‘budgeting’ often carry negative connotations: “It’s not in the budget” or “let’s sit down and take a look at the budget.” For high-net-worth families and individuals, it might not be the negative connotations as much as a budget seeming unnecessary if you have comfortable salaries and a disposable income cushion. And while w…
 
While this episode spans 40 minutes (long for us!) and has a variety of topics, there are comparisons to be drawn between the discussion of how pointless jumping jacks are and the meat of the episode. That is, the recent market happenings over the past year reveal issues in how financial media outlets cover financial news on a daily – and even hour…
 
Here in Wisconsin, it’s still very much summer. But for some investors, winter has set in – crypto winter, that is. In this episode, Clint Walkner – who came dressed for the occasion – and Nate Condon discuss the sharp downturn in the cryptocurrency markets. Cryptos like Bitcoin, Ethereum, and Dogecoin have all plunged more than 40% in the last yea…
 
Walkner Condon is committed to producing educational content to better inform our listeners, viewers, readers, and current clients on the myriad financial topics. That's how this podcast came about. But we’re also committed to the continuing education and career advancement of our staff members. In this episode, Polly Price – who began her journey …
 
In this episode with Toby Johncox, head of mortgage sales for Enness Global mortgages, he looks at how sentiment has changed towards investing in purchasing property in the UK. There have been quite drastic changes recently on private or super-prime London assets with appetite sky high. The market is hot even with interest rate rises and people are…
 
Enness Global's Head of Corporate Finance, Scott Monks, talks to Abhishek Sachdev, CEO of Vedanta Hedging, about how large corporates and SMEs can manage the cost of funds risk in an interest rate rising environment by using hedging products. We've seen multiple interest rate rises in the UK, the Fed raising rates and rate rises in the EU, because …
 
This episode featuring Zara Akbar, head of securities-backed lending at Enness Global, focuses, not surprisingly on securities-based lending: what are the key benefits and why it's such a powerful tool when it comes to generating liquidity. Then it covers the types of securities against which you can generate liquidity. There is particular emphasis…
 
There’s a new face – and voice – here at Walkner Condon. In this installment of Gimme Some Truth, we get to know Alicia Vande Ven, the newest fee-only financial advisor on our team that works with clients locally in the Madison area (and around the country). Alicia has quite the background – from working in Human Resources at Epic Systems in Madiso…
 
After hosting our State of the Market Webinar on July 13, we thought it important to cover similar subjects from that webinar in a more condensed, audio-friendly fashion. Nate Condon and Clint Walkner team up to explore trends in the market through the first half of 2022. They go over year-to-date stocks and bonds performance – plus a look back on …
 
After somehow finding themselves in a somewhat brief 10-minute aside about Kraft Mac & Cheese, Taco Bell, Disneyland, and waterparks, Clint Walkner and Nate Condon dive into another installment of their journey of going from working in the Broker-Dealer (BD) space to owning and operating a Fee-Only Registered Investment Advisor (RIA) firm. In this …
 
Like many episodes of Gimme Some Truth, this one on liability was developed from lots of advanced legwork, methodically sculpted until it reached its culmination at the time of recording. Well, that's not quite true. Clint Walkner – one of the founding partners of Walkner Condon – shared a personal anecdote about his own liability coverage a few mi…
 
"With chaos, comes opportunities." What we often hear from clients and prospective clients in times of market downturn is something along the lines of, "Should I still stay invested? Or should I wait until things smooth out and re-enter later? While we certainly understand the sentiment behind wanting to get out when things are going poorly, the st…
 
Thinking of starting your own independent Registered Investment Advisor (RIA) Firm? Or maybe mulling a move from one of the big wirehouses to an RIA? A few years back (circa 2019), the co-founders of Walkner Condon Financial Advisors – Nate Condon and Clint Walkner – sat down on Gimme Some Truth to discuss their journey from the Broker-Dealer world…
 
We've covered Exchange-Traded Funds – commonly referred to as ETFs – in myriad ways on Gimme Some Truth previous to this episode. But we've never truly dedicated an episode to ETFs. So this is us doing exactly that, zooming out to go over the basics of ETFs, their history, how they compare with mutual funds, and more. Mitch DeWitt, MBA, and Jonatho…
 
"It's kind of like the track runner that's getting started, gets his feet in the blocks, and then tumbles and falls down. That's pretty much what bonds are this year." Not only is Clint's imagery very descriptive at the outset of this episode (he must've aced high school English class), but it's also quite accurate in terms of how the bond market h…
 
"Did anything work in the first quarter?" That poignant question posed by Syl Michelin, a Chartered Financial Analyst, to open this episode is more or less the underlying sentiment three months into 2022. But although it feels like the first quarter was an all-around flop, there were some things that worked from an investment standpoint in the open…
 
"You're not going to take deliveries of oil and store them in your basement." So if you're not buying and selling barrels of oil and holding them at your house, which Syl Michelin points out as a rather cumbersome commodity investing option, how do you invest in commodities as an everyday investor? And what does that look like? While we've neglecte…
 
With all the negative news lately, it can feel like a daunting, uphill climb to find the positive pieces of information on a day-to-day basis. So instead of discussing inflation, the financial impact of Russia's invasion of Ukraine, or any of the other myriad topics in the news cycle, we decided to shake things up on this edition of Gimme Some Trut…
 
Maybe you've thought about how you might invest more sustainably, responsibly, or equitably. Or maybe you've actually heard the term 'ESG' or 'ESG' investing. Regardless of whether you fall into one of those camps, or even if you haven't thought much about sustainable investing (regular investing can be complicated enough, as it is), it has certain…
 
It's the most wonderful time of the year! Whoops, off by a few months there. It's not, in fact, the most wonderful time of the year because it's – drumroll, please – tax season. Sorry, Andy Williams, your catchy holiday tune is no good here. But as dreadful as tax time can be, it's still an important part of any financial situation. Whether you wit…
 
On the heels of releasing our second annual Market & Investment Outlook Guide, we brought our resident Chartered Financial Analyst (CFA®), Syl Michelin, into the studio to dissect his piece, and the last year, and look forward to what 2022 may have in store. Walkner Condon co-founders Nate Condon and Clint Walkner – who also jump-started this very …
 
There are many year-end memes floating around the internet – those who frequent social media know what we're talking about – referencing how painstakingly long, yet shockingly short, 2021 has felt (seriously, the stuck boat was this year?). But, like it or not, 2022 is bearing down on us. And reflecting on the last 12 months, and looking ahead with…
 
Taking the next step in a relationship – cohabitation, marriage, domestic partnership – comes with plenty of new challenges, even for the dynamic of the relationship alone. But moving in together, or moving into new legal territory, can also change how the relationship functions in terms of finances. Who pays what bills? Do we have a joint account …
 
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-po…
 
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. After a long absence on the po…
 
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). For those who recall our conversation – this podcast – on holiday lighting from last year (and the lengths one sh…
 
Toby Johncox, Head of Mortgage Sales at Enness Global Mortgages outlines the process of financing a London property in a dialogue with Regal London MENA Director Fahd Abu Aisha. The international mortgage landscape is quite a complicated one, specifically when you consider high net worth, and ultra high net worth clients, so Enness provides time by…
 
Enness MD, Hugh Wade-Jones, talks to Lawrence Okolie, WBO Cruiserweight Champion, Author and Rapper, about winning a world title and how that feels. But also about goal setting and how hard he has worked over a number of years. How does it feel to the team? Did it feel like a major milestone and how do you go up a level from there?…
 
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? …
 
Enness Global work seamlessly with a huge number of international private client advisers to create real estate finance solutions for their clients and prospects. They can help solve problems, release equity, create liquidity and help with the acquisition of property in a way that compliments your service and goals. We are happy to act as a soundin…
 
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 …
 
Tony Keterman (CEO) and Mark Palmer (CCO) both of Hamilton Court FX discuss the current business climate with the CEO of Enness Global, Islay Robinson. Islay discusses the challenges he has had to overcome, how the property market has changed, where the market is going and how he has been able to strengthen his business model to ensure Enness Globa…
 
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 th…
 
Hugh Wade-Jones, MD of Enness Global talks about how things are changing regarding multiple homes for the High Net Worth community. Multiple homes once seen as luxuries are now very much viewed as a necessity by the HNW community. There has been a huge spike in mortgage enquiries for the Riviera, by Parisians and Brits especially, as well as surgin…
 
The opening session of an International Property Series, which will cover a variety of jurisdictions over the next 6 months. In this first session, we discussed the key tax, legal, wealth structuring and finance considerations for HNW clients investing in French Real Estate. We were delighted to be joined by: Hugh Wade-Jones - Managing Director, En…
 
In the weekly series Toby Johncox, Head of Mortgage Sales, Enness Global Mortgages, hosted Nicolas Roux, Founder of Rive Gauche London, the full service luxury interior design company. The topic of the webinar was ‘How to maximise the value of your luxury property purchase‘. Nicolas works with high net worth international homeowners, property inves…
 
Toby Johncox of Enness Global and Jordan Williams from Artorius talk about the importance of fully understanding your investment portfolio, exposure to risks and protecting wealth for future generations. They talk about the 5 most important things to consider when it comes to understanding and preserving family wealth: Understand your investment po…
 
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 He…
 
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…
 
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. So…
 
Hugh Wade-Jones, MD of Enness Global talks about how things are changing regarding multiple homes for the High Net Worth community. Multiple homes once seen as luxuries are now very much viewed as a necessity by the HNW community. There has been a huge spike in mortgage enquiries for the Riviera, by Parisians and Brits especially, as well as surgin…
 
In this podcast Toby Johncox of Enness Global and Carlton Crabbe of Capital for Life talk about “Life insurance and the alternative solutions to protecting your wealth.” For the past 20 years, Carlton has advised high net worth clients on complex issues such as global tax and offshore structuring. He is the CEO of Capital for Life based in Dubai, w…
 
Toby Johncox of Enness Global is joined by Nicolas Roux, Founder of Rive Gauche London, the full service luxury interior design company. Nicolas works with high net worth international homeowners, property investors, property developers and 5 star hotels to deliver beautiful couture design and interior. With over fifteen years of experience behind …
 
As we approach August and the start of college, many incoming freshmen are putting a lot of thought into what their major – or majors – might be. Some have known for years what they want their degree to be, while others may take several more years, and several declarations of majors, to settle on the one they feel is right. In this episode of Gimme…
 
This week's guest on Gimme Some Truth is Erik Skjervem, who works in sales for MacDonald & Owen Lumber Company, a national lumber company with locations in Wisconsin, Kentucky, and Pennsylvania. With the price of lumber soaring to hard-to-fathom heights over the last several months, many of us have heard accounts of how that skyrocketing price of l…
 
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