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Gimme Some Options Podcasts

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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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Welcome to the real world of retail options trading. I'll be sharing my daily position adds and subtractions along with the whys and hows. You'll hear me humbly celebrate the winners and moan about the losers. And you'll be treated to occasional interviews with other options trading practitioners -- real grinders who are trying to extract money from the machines every day.
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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 t…
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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 concentra…
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In this episode of Gimme Some Truth, Clint and Nate dive into the world of pledged asset lines—also known as securities-backed loans. They break down how these loans work, when investors might consider using them, and how they compare to traditional lending tools like home equity lines of credit (HELOCs). You’ll learn: 🔹 What a pledged asset line i…
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How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning? In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax …
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In this episode of Gimme Some Truth, we take a closer look at the future of Social Security and what it means for retirement planning. Mitch shares insights into the projected depletion of the Social Security Trust Fund by 2033, highlighting that while the headlines can be alarming, Social Security payments have never been missed. We explore the or…
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In this episode of Gimme Some Truth, hosts Clint Walkner and Syl Michelin take a closer look at the S&P 500 index, separating fact from fiction. Many investors assume the S&P 500 is broadly diversified and a true reflection of the U.S. economy—but the reality is more complex. We break down the history and performance of the S&P 500, uncover the tru…
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In this episode of Gimme Some Truth, we explore the GENIUS Act, a groundbreaking bipartisan law that brings much-needed regulatory clarity to stablecoins and the broader crypto market. 💵 What are stablecoins? Why do they matter to investors and consumers? Unlike volatile assets like Bitcoin or Ethereum, stablecoins are pegged to the U.S. dollar and…
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In this episode of Gimme Some Truth, financial advisors Nate Condon and Clint Walkner explore whether it makes sense to claim Social Security early—as early as age 62 or 63—rather than waiting until 70. 📊 They challenge the traditional advice to delay benefits and explain how early Social Security claiming can support meaningful lifestyle choices l…
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In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today’s most pressing topics: 📈 U.S. stock market valuations 💰 Tariffs as hidden taxes 🧠 The future of artificial intelligence (AI) in investing Watch Sunny Syl vs. Skeptical Stan as they share bullish and bearish views on the economy, recessi…
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In this episode of Gimme Some Truth, Clint and Nate welcome Andy King, the newest advisor joining Walkner Condon Financial Advisors. Andy brings decades of experience, a deep commitment to his clients, and a thoughtful approach to succession planning. Along with his assistant Regan Miller, Andy shares why he chose to merge with Walkner Condon, how …
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In this episode of Gimme Some Truth, we dive deep into alternative investments—exploring everything from private equity and private debt to real estate, commodities, crypto, and hedge funds. Nate Condon and Clint Walkner from Walkner Condon Financial Advisors explain how access to these investment options has evolved and what individual investors s…
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Thinking about buying your first home or upgrading to a new one? 🏡 In this episode of Gimme Some Truth, Polly Price and Evan Waltz share their first-hand experiences and advice on navigating the home buying process — from budgeting and finding the right mortgage to dealing with hidden costs and emotional ups and downs. 🎯 Learn how to be financially…
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Tax Day might be over, but smart financial planning never stops! 🧾 In this episode of Gimme Some Truth, Clint Walkner and Alicia Vande Ven, CFP® share actionable strategies for handling estimated tax payments, improving your tax efficiency, and staying organized all year long. Whether you're self-employed, managing investments, or just want to avoi…
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Are market fluctuations stressing you out? You're not alone. In this episode of Gimme Some Truth, financial advisors, Nate Condon and Andrew Klein, discuss how to manage fear during uncertain markets, drawing on lessons from the past and offering clear strategies for the present.🔍 Discover: Why market fear happens and how to handle it Emotional tra…
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Are you making costly tax mistakes without even knowing it? In this episode of Gimme Some Truth, tax pros from WC Tax Services reveal common personal and business tax errors—from filing misconceptions to missed deductions, backdoor Roth mishaps, and LLC misclassifications. Learn how to protect your wallet, avoid IRS penalties, and streamline your t…
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Explore the world of bonds with Mitch and Evan in this episode of Gimme Some Truth. Learn the key differences between bonds and stocks, how yield curves influence the market, and what recent market trends mean for investors. Discover how interest rates impact bond prices, the risks and rewards of long-term Treasuries, and practical strategies to na…
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In this episode of Gimme Some Truth, hosts Nate Condon and Clint Walkner sit down with special guest Ryan Smith from Guild Mortgage to discuss the challenges of buying a home in 2025. With rising interest rates, low housing inventory, and a competitive market, homebuyers need to be strategic to secure the best deals. What You’ll Learn: ✅ How rising…
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📌 In this episode of "Gimme Some Truth," we continue our Money with Purpose series, focusing on historic women who transformed the financial world. From breaking barriers in banking to reshaping economic policies, these trailblazing women paved the way for financial equality. 🔔 Subscribe for more insightful discussions on finance and investing!📖 To…
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n this episode of Gimme Some Truth, financial advisor, Alicia Vande Ven, CFP® and estate planning attorney, Notesong Srisopark-Thompson, break down the key differences between wills, trusts, and beneficiary designations. Learn why probate is best avoided, when to transition from a will to a trust, and the importance of funding your trust properly. …
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Learn the fundamentals of estate planning in this informative episode of Gimme Some Truth, featuring guest estate planning attorney, Notesong Srisopark-Thompson. Discover why creating a will or trust is essential for protecting your family and assets. This episode addresses common challenges, including overcoming the cost barrier, choosing guardian…
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Discover the latest 2025 financial market trends, AI breakthroughs, and tax policy changes that could shape your investments. This episode of Gimme Some Truth covers Deep Seek AI’s impact on tech stocks, market overvaluation risks, S&P 500 concentration issues, and upcoming tax reforms. Learn how to navigate potential market corrections, portfolio …
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Join us in this episode of Gimme Some Truth as we welcome Ian Beardsley to the Walkner Condon Financial Advisors team! Ian shares his inspiring journey from public accounting to financial advising, highlighting his passion for helping individuals and families. Discover how his global experiences, corporate expertise, and collaborative approach are …
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Join Syl and Clint in this in-depth market recap, exploring the 2025 economic outlook, investment strategies, and key trends such as AI's transformative impact and bond market dynamics. Learn how the Federal Reserve's policies influence interest rates, the implications of inflation, and the future of equities. Gain valuable insights into navigating…
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This episode of Gimme Some Truth is an introduction into a series exploring how people can reframe conversations about money to focus on goals, purpose, and empowerment. Financial advisors Polly Price and Alicia Vande Ven, CFP® address societal taboos, financial education gaps, and the importance of shifting discussions from numbers to achieving li…
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In this episode, Nate and Clint explore the challenges and benefits of embracing change, discussing why people often resist it and how to overcome it. Covering essential topics like adapting to retirement, managing life transitions, and building resilience, they share practical strategies for turning change into an opportunity for growth. Discover …
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In this episode of Gimme Some Truth, we explore essential retirement planning strategies specifically designed for employees of the University of Wisconsin (UW) System and the State of Wisconsin. Discover how to maximize your 403(b) and 457(b) plans, understand the benefits of the state pension system, and make the most of your investment options w…
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In this video, we break down strategies to make Required Minimum Distributions (RMDs) less overwhelming and more tax-efficient. If you're approaching retirement or already retired, understanding RMD rules, age requirements, and the impact on your tax bracket is essential. We cover everything from the basics of RMDs to advanced strategies for minimi…
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As 2024 comes to a close, it’s time to get your financial ducks in a row for the new year. Reviewing essential areas now can help you maximize tax efficiency, protect assets, and set up for a successful 2025. Here’s your year-end checklist to keep everything on track: Maximize Retirement Contributions – Ensure you’re making the most of 401(k), IRA,…
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In this episode, Nate and Clint spend some time diving into some crowdsourced questions, as we amend "Ask Me Anything (AMA)" to "Ask Us Anything (AUA)". We spend some time discussing things we have learned from our spouses, how Walkner Condon was named, and why Nate strong dislikes jeans in the office. We welcome questions for future episodes. send…
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When the Fed cuts rates, what does it say about the economy? Does it mean we are on the cusp of a recession, or might it be a bullish signal? Nate, Clint, and Syl sit down to speak about the most recent Fed rate cut in September 2024 and also what it means in the context of prior rate cuts.
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Discover more about the world of index investing in our video podcast. We dive into the history of index funds, starting with the creation of the S&P 500 and the revolutionary move by Vanguard in 1976. Learn the differences between major indexes like the Dow Jones and Russell 2000, and explore the rise of Exchange Traded Funds (ETFs), which offer t…
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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 appropriate…
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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 inc…
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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 contribu…
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Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of m…
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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/…
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