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/

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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/

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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 avoid surprises next April, this episode is packed with tips! 📈

⏰ Timestamps:

00:00 – Welcome: After Tax Day reflections

01:00 – Transition from volunteer to professional tax preparation

03:00 – Why estimated tax payments matter

05:00 – How capital gains and bank interest affect your taxes

08:00 – Using federal and state online tools for estimated payments

10:00 – Tracking estimated payments properly

13:00 – Tax loss harvesting and gain harvesting explained

16:00 – Benefits of direct indexing in tax strategies

18:00 – Asset location: How to minimize taxable income

20:00 – Adjusting withholding for pensions, Social Security, and multiple incomes

24:00 – How donor-advised funds help manage charitable giving

27:00 – Importance of keeping accurate financial records

30:00 – Recommended tools and apps for expense tracking

33:00 – Monthly habits for easy tax preparation

35:00 – Key takeaways for a successful 2025 tax season

🔍 In This Video, You’ll Learn:

✅ How to avoid tax penalties with proper estimated payments

✅ Why asset location can save you money

✅ How to organize your financial records throughout the year

✅ Smart charitable giving strategies with donor-advised funds

✅ How to adjust withholding correctly for multiple incomes

👉 Subscribe for more tax planning advice, financial strategies, and smart money management tips!

#AfterTaxDay #TaxPlanning #EstimatedTaxes #FinancialPlanning #MoneyTips #TaxStrategies2025

SUBSCRIBE: @walknercondon

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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 traps investors fall into

Strategic actions to take in turbulent times

How to protect and optimize your long-term financial plan

This episode is packed with actionable advice, whether you're saving for retirement, managing a volatile portfolio, or just trying to make sense of the financial headlines in 2025.📌

Timestamps

0:00 – Intro: Why this market feels different

1:10 – The role of planning in volatile markets

2:18 – Comparing now vs. 2008 market behavior

3:17 – Emotional triggers: fear, control, and anxiety

4:21 – Why investors panic during uncertain times

5:22 – The media’s influence on market fear

6:24 – Behavioral finance: losses vs. gains

7:26 – Strategy 1: Building the right investor mindset

8:46 – Strategy 2: Strategic portfolio positioning

11:06 – Risk tolerance, rebalancing, and allocation

13:15 – Understanding what you actually own

14:47 – Strategy 3: Dollar-cost averaging during downturns

16:20 – How planning software stress-tests your finances

17:35 – Visualizing worst-case scenarios in financial plans

19:15 – Long-term planning vs. short-term panic

20:40 – Final thoughts: Financial cycles and confidence

22:00 – Advisor support and next steps

🔔 Subscribe for more market commentary, financial planning advice, and mindset strategies for investors. @walknercondon

#marketvolatility #financialplanning #investormindset #recession2025 #retirementplanning #longterminvesting #moneymindset #investmentstrategy

For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/i-bought-stocks-navigating-tariffs-volatility-and-market-drawdowns-in-2025/

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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 tax filing strategy.

📌 Timestamps:00:00 – Introduction & Guest Welcome

01:00 – How Common Are Tax Mistakes?

02:45 – Why the Tax Code Is So Confusing

04:30 – Common Personal Mistake #1: Tax Extension Myths

06:10 – Penalties: Filing Late vs Paying Late

08:00 – Mistake #2: Overlooked Deductions and Credits

10:10 – Mistake #3: Cost Basis Misreporting

13:00 – Mistake #4: Backdoor Roth IRA Errors

15:00 – DIY Taxes vs Hiring a Professional

16:30 – Business Mistake #1: Estimated Taxes Mismanagement

18:10 – Business Mistake #2: Ignoring Form 1065 for Partnerships

19:50 – Business Mistake #3: Misunderstanding LLC Tax ClassificationTopics Covered:IRS tax filing errors

Tax extension deadlines vs payment deadlines

Deduction and credit eligibility

Cost basis issues with stocks & inheritance

Backdoor Roth conversion trapsEstimated quarterly tax payments for freelancers

Filing requirements for partnerships (Form 1065)

LLC vs S-Corp vs Sole Prop tax elections

Benefits of hiring a tax professional

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#taxmistakes #smallbusinesstaxes #taxtips #financialplanning

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 navigate today’s fixed-income market.📌 Topics Covered:Bonds vs. stocks: Key distinctionsYield curves explained: Normal vs. invertedHow inflation shaped the 2022 bond marketMarket trends for 2023-2024 and beyondPractical fixed-income strategiesJ.P. Morgan Guide to the Markets: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/00:00 - Introduction: Welcome and team introductions.02:12 - Overview: Bonds vs. stocks explained.05:19 - Bonds and interest rates: The inverse relationship.07:56 - Yield curves: Normal vs. inverted.11:00 - 2022 bond market challenges: Inflation and interest rate hikes.12:03 - 2023 inverted yield curve: Short-term vs. long-term bonds.13:38 - 2024 bond market overview: A shift toward normal yield curves.16:15 - Fixed income dynamics: Impact of interest rate changes.17:46 - 30-year Treasury Bonds: Risks and rewards.19:21 - Speculative investing in bonds: Understanding strategies.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

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 mortgage rates impact home affordability

✅ The housing supply shortage and its effect on buyers

✅ Smart mortgage strategies to win in a competitive market

✅ Creative financing options to improve your loan approval chances

✅ The importance of pre-approval and how to strengthen your offer

💰 Looking to buy a home in 2025? Learn tips and strategies to navigate the real estate market and avoid costly mistakes!

🔔 Subscribe for more real estate insights! Like & share if you found this helpful! @walknercondon

0:00 - Introduction: Home Buying in 2025

0:40 - Guest Introduction: Ryan Smith from Guild Mortgage

1:11 - How the Mortgage Industry Has Changed

2:16 - Housing Market Challenges: Supply & Demand Issues

3:49 - Mortgage Strategies to Make a Stronger Offer

4:52 - Why Sellers Prefer Offers With Fewer Contingencies

6:27 - Why Pre-Approval is More Important Than Ever

8:34 - FHA vs. Conventional Loans: What’s Best?

9:36 - Why Gifted Money for Homebuyers is More Common

12:16 - The Long-Term Value of Real Estate

13:51 - Should You Consider a Temporary Rate Buydown?

15:58 - The Benefits of a 30-Year Fixed Mortgage

18:35 - Final Advice for Homebuyers in 2025

#BuyingAHouse2025 #RealEstateMarket #HomeBuyingTips #MortgageRates #HousingMarket #FirstTimeHomebuyer #HomeLoan #GuildMortgage

Contact information for Ryan Smith:

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