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Walkner Condon | Financial Advisors in Madison WI
United States
เข้าร่วมเมื่อ 11 มี.ค. 2019
Based in the Monroe Street neighborhood in Madison, WI, we are fee-only, fiduciary financial advisors who help our clients look forward to their financial futures with confidence and clarity. In addition to serving those in the Madison area with their wealth management needs, we have a team of advisors who specialize in working with U.S. expatriates and Americans around the world. Questions, comments, or content you'd like us to cover? Let us know ➡️ info@walknercondon.com
🏠 Madison, WI-based financial planning: walknercondon.com
🌍 U.S. expat financial planning: usexpatinvesting.com
🏠 Madison, WI-based financial planning: walknercondon.com
🌍 U.S. expat financial planning: usexpatinvesting.com
Three Important Factors When Opening a Health Savings Account
Polly, Clint, and Nate discuss some important factors around HSA accounts - did you know you can invest the proceeds into stocks, bonds, and funds? We discuss how HSAs have some similar properties to Roth IRAs and then an added benefit of being tax deductible on top of tax free if used for medical expenses. We also caution people how to appropriately look at HSAs in regards to balancing investments with timeframe and expected distributions.
มุมมอง: 23
วีดีโอ
A Deeper Dive into Andrew Klein's Career, Financial Advisor and Career Changer
มุมมอง 3621 ชั่วโมงที่ผ่านมา
In this episode we get to know Andrew Klein, our newest financial advisor that recently joined us at Walkner Condon. Andrew is a career changer - very briefly considered a career in education, and worked at ESPN in Madison. After pivoting to financial services, he began his career at MassMutual and focused on helping his clients with retirement income and tax planning. In his spare time he love...
Roth IRAs: Opportunities and Pitfalls
มุมมอง 64หลายเดือนก่อน
Mitch & Alicia are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool and how it can be part of a “tax-diversified” strategy. Mitch & Alicia discuss when it makes sense for Roth retirement contributions vs. tax-deferred contributions, as well as opportunistic times when some...
Get to Know: Tahlia Micoley
มุมมอง 234หลายเดือนก่อน
As a native to Green Bay (Go Pack!), Tahlia was invigorated by sports, initially starting with soccer and now bouldering and weightlifting. Tahlia is also an avid reader and loves to journal to document her travels. Despite her love for books, her movie sense is stuck to movies of her yesteryear, like Kung Fu Panda. Tahlia attended the University of Wisconsin - Madison, where she earned a B.B.A...
Get To Know: Andrew Klein
มุมมอง 55หลายเดือนก่อน
Andrew was raised in New Richmond WI, a growing community in the northwestern part of the state. His parents, both farmers, instilled the importance of hard work and doing what you say you will do. He attended the University of Wisconsin-La Crosse where he graduated with a degree in Exercise and Sports Science. Andrew worked several years in marketing and business development for ESPN radio bef...
Get To Know: Mary Jo Staniszewski
มุมมอง 47หลายเดือนก่อน
Mary Jo Staniszewski joined Walkner Condon in 2023 with 25 years of experience in financial operations. Her career began in mutual fund servicing where she spent the next 15 years in back office operations along with regulatory compliance duties. Her wealth management journey started in 2014 where she spent the next decade processing many of the firm’s operational transactions. Her attention to...
Get to Know: Evan Waltz
มุมมอง 26หลายเดือนก่อน
Evan Waltz is a Client Service Specialist at Walkner Condon and is currently pursuing Certified Financial Planner™ certification. After being raised in Hartland, WI he graduated from the University of Wisconsin-Milwaukee with dual degrees in Supply Chain Management and IT Management. Since January 2024, he has served as a Client Service Specialist at Walkner Condon, focusing on creating seamles...
Get to Know: Syl Michelin
มุมมอง 46หลายเดือนก่อน
Syl Michelin is a Chartered Financial Analyst and fee-only, fiduciary financial advisor who works with cross-border families and American expatriates. Syl’s wealth management journey began in 2007 when he joined Citi Private Bank. He spent the following decade with Citi working as a Private Banker in some of the world’s financial hubs: Geneva, London, and most recently, New York City. In 2018, ...
Get to Know: Stan Farmer
มุมมอง 45หลายเดือนก่อน
A Certified Financial Planner™ (CFP®), Stan Farmer and his family live in Middleton, Wisconsin. He grew up in Columbia, Missouri, and Cedar Rapids, Iowa, but has lived and worked all over the world, from Minneapolis to Luanda (Angola), Dubai (U.A.E.) and Lisbon (Portugal). He began his career as an attorney and first became a financial advisor in 2004, joining the Minneapolis office of Merrill ...
Get to Know: Polly Price
มุมมอง 58หลายเดือนก่อน
Polly joined Walkner Condon in May 2021, bringing a background centered around nonprofit organizations and charitable giving. A UW-Madison alumna and Madison native, Polly most recently worked for PBS Wisconsin on its Legacy Giving team. Prior to moving back to Madison in 2018, she spent three years with The Rotary Foundation in Evanston, Illinois, and three years at Lincoln Park Zoo in Chicago...
Get to Know: Nate Condon
มุมมอง 41หลายเดือนก่อน
Nate was raised in Janesville by parents who fostered a strong belief in the entrepreneurial way of life. He attended the University of Wisconsin-Whitewater and graduated with honors. During his four years at Whitewater, he sold existing and new construction homes for his father’s real estate company, which led to starting his business career in lending. He worked in various lending roles over ...
Get To Know: Mitch DeWitt
มุมมอง 58หลายเดือนก่อน
A Certified Financial Planner™ - one of three CFP® professionals at Walkner Condon - Mitch DeWitt has been with the firm since 2018. Prior to joining Walkner Condon, Mitch worked at Merrill Lynch as a Financial Advisor. As part of his transition to financial planning, Mitch pursued his MBA from the University of Wisconsin-Madison, a degree program he completed in 2018. Before Mitch entered the ...
Get to Know: Clint Walkner
มุมมอง 97หลายเดือนก่อน
Clint Walkner lives in the Town of Middleton with his wife, Courtney, and their two children. A graduate of the University of Wisconsin, Clint earned a BBA in accounting and marketing. The Menomonee Falls, Wisconsin, native played for four years with the UW Marching Band. Clint started his career with MetLife Resources in 2001 helping schoolteachers and administrators primarily with retirement ...
Get To Know: Alicia Vande Ven
มุมมอง 27หลายเดือนก่อน
Alicia Vande Ven started with Walkner Condon in July 2022 and is one of five advisors who work with clients in the Madison area. After spending the first part of her career at Epic Systems, where she honed her love for - and expertise with - spreadsheets, Alicia eventually elected to pursue a Master’s degree in Personal Financial Planning from Kansas State University. While finishing her Master...
Navigating Blended Families Finances
มุมมอง 633 หลายเดือนก่อน
Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance
Economic and Market Update Featuring Andrew Opdyke, CFA - Economist
มุมมอง 1123 หลายเดือนก่อน
Economic and Market Update Featuring Andrew Opdyke, CFA - Economist
Vetting Domestic Brokerages 2024 Edition
มุมมอง 395 หลายเดือนก่อน
Vetting Domestic Brokerages 2024 Edition
Evan Waltz: Young Career Changer on the Path to Financial Advisor
มุมมอง 925 หลายเดือนก่อน
Evan Waltz: Young Career Changer on the Path to Financial Advisor
Charitable Giving with Anna January - Market Report 2024
มุมมอง 646 หลายเดือนก่อน
Charitable Giving with Anna January - Market Report 2024
Timing the Market - Market Report 2024
มุมมอง 656 หลายเดือนก่อน
Timing the Market - Market Report 2024
Housing Market "New Normal" - Market Report 2024
มุมมอง 506 หลายเดือนก่อน
Housing Market "New Normal" - Market Report 2024
Soft Landing and Bonds - Market Report 2024
มุมมอง 336 หลายเดือนก่อน
Soft Landing and Bonds - Market Report 2024
What Year Is It? - 2024 Market Outlook! Recession Worries and Economic Improvements
มุมมอง 647 หลายเดือนก่อน
What Year Is It? - 2024 Market Outlook! Recession Worries and Economic Improvements
Gimme Some Truth: End of the Year Financial Checklist
มุมมอง 1119 หลายเดือนก่อน
Gimme Some Truth: End of the Year Financial Checklist
Gimme Some Truth: Vibe Session about Consumer Sentiment
มุมมอง 929 หลายเดือนก่อน
Gimme Some Truth: Vibe Session about Consumer Sentiment
Incredibly awesome.
I'm doing pretty good on my CD. Thanks on your advice, I haven't heard this conversation on other financial advisors.
It doesn't matter what gender you are. Follow your passion, and watch out for the corporations trying to " fix" their numbers at the cost of your genuine passions and natural preferences.
I need a down payment for a house. You can gift to me.
What do you think about Michael Burry's latest short position?
I am an Indian resident If I pass the series 65 , Will I be allowed to join an existing RIA become an IAR in the US ? My main business will be in the US
I’m curious if the tech stocks, by nature of their business (instant, no supply chains) would be considered a leading type indicator and also subject to more noise. More in time with emotional response and less about strategic long term thinking. “Gimme now”. Which, given the modern democratisation of stock trading has made that index less valuable as a long term investment aid.
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Currently, both stocks and bonds are going down. So much for that old 60/40 rule to protect yourself. It looks like only iBonds have a shot at beating inflation right now.
Good video !
First viewer. 🏁