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 he built King Financial Group, and what lies ahead for their clients.

Whether you're a client, a fellow advisor, or just curious about how financial advisors plan their own retirement transitions—this episode offers a candid, behind-the-scenes look at the heart of wealth management.

📍 Timestamps:

00:08 – Welcome + Introducing Andy King

00:48 – Andy's Background: From Madison to Notre Dame

01:43 – Founding King Financial Group in 2010

02:41 – Why Andy Chose Walkner Condon for Succession

03:59 – The Challenges of Finding the Right Fit

05:06 – The Value of Staying Local vs. National Aggregators

06:00 – Building Client Trust Through Thoughtful Transitions

06:30 – Starting in a Living Room: The Early Days of King Financial

07:06 – Andy's Second Home in San Antonio: The Story Behind It

09:19 – Managing a Financial Firm from Two States

10:24 – Why San Antonio Was the Right Move

10:46 – Final Thoughts + Welcoming Andy to the Team

11:00 – Disclosures

👉 Learn more at: https://walknercondon.com

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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 should know before diving in.

Whether you're a high-net-worth investor or someone exploring portfolio diversification beyond stocks and bonds, this episode delivers clear explanations and real-world examples to help you understand risks, rewards, and opportunities in today’s alternatives landscape.

🔔 Subscribe for more investment insights: @walknercondon

⏱️ Timestamps:

0:00 – Welcome & Episode Introduction

0:25 – What Are Alternative Investments?

1:20 – Accredited vs. Qualified Investors

2:40 – Interval Funds & Easier Access

4:15 – Why Alternatives Are Gaining Popularity

5:00 – Risks & Fees Associated with Alternatives

6:10 – Introduction to Private Equity

8:00 – Venture Capital vs. Late-Stage Equity

10:00 – Private Equity Risk vs. Reward

11:00 – Understanding Private Debt

13:00 – Examples of Private Lending (Cannabis Industry)

15:10 – Fixed Income vs. Floating Rate Debt

17:00 – Risks of Private Debt & Redemption Limits

18:15 – Real Estate: Equity vs. Debt Structures

20:30 – Student Housing & Development Projects

23:00 – Exit Strategies & Liquidity Events

24:00 – Commodities as Traditional Alternatives

25:00 – Crypto: Bitcoin, Ethereum, ETFs, and Risks

26:00 – Hedge Funds: Market Neutral & Diversification

26:45 – Final Thoughts on Diversifying with Alternatives

Key Topics Covered:

How alternative investments differ from traditional assets

Private equity and venture capital strategies

Private lending, risk profiles, and yields

Real estate investing: development, remodeling, and student housing

Cryptocurrency exposure through ETFs and wallets

Hedge fund strategies and market neutrality

Why portfolio diversification matters now more than ever

For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/

Visit our website for more financial planning resources and educational information: https://www.walknercondon.com

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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 smart and confident when making the biggest purchase of your life!

⏰ Timestamps:

00:00 – Introduction: Real experiences in home buying

01:00 – Moving from starter home to second home

03:00 – First steps: Planning after marriage

06:00 – Choosing realtors and getting pre-approved

08:00 – Creating a realistic home buying budget

10:00 – Hidden costs of homeownership

12:00 – Hiring movers and handling surprise expenses

14:00 – 30-Year Fixed vs Adjustable-Rate Mortgage (ARM)

16:00 – The importance of a good realtor in a hot market

18:00 – Managing emotions in a competitive buying market

20:00 – Bidding strategies and final thoughts

🔍 Topics Covered:

How to budget for your first home

Understanding hidden costs beyond the mortgage

Choosing between fixed-rate and ARM mortgages

Why a realtor is crucial in competitive markets

Tips to stay financially disciplined and avoid emotional decisions

👍 Don't forget to Like, Comment, and Subscribe for more expert real estate, finance, and life planning advice!

#HomeBuyingTips #FirstTimeHomeBuyer #RealEstateAdvice #MortgageTips

SUBSCRIBE: @walknercondon

For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/

Visit our website for more financial planning resources and educational information: https://www.walknercondon.com

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