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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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Your exclusive podcast for exceptionally accomplished people who want to grow knowledge and resources. Ultra High Net Worth Podcast is a global community of the most successful and their insights. We want our families to flourish, collaborate and create a better world for all. This podcast is a trusted resource to learn from each other, navigate the most important global issues, find life changing opportunities. Providing very busy people and families the voice of value while inspiring others.
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Podcasts from the world’s leading mortgage broker for prominent, high profile, high net worth individuals. Whether you are purchasing a high value primary residence, holiday home or buy-to-let property, it isn’t easy to secure the best high value mortgage without expert help. More than anything, you don’t want your dream property to slip through your fingers while you navigate the market alone. In the case of foreign currency mortgages, they can be taken out on both overseas and UK property ...
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show series
 
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/ --- Send in a voice message: http…
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Prepare to be whisked away on a journey through the frontiers of synthetic biology and deep tech with James Wang of Creative Ventures VC. Our latest Ultra High Network podcast unveils the seismic shifts in the pharmaceutical industry and the vital role living organisms play in the advent of new drug creation. James and I will walk you through the i…
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This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece. Read the Walkner Condon 2024 Market Outlook here: ⁠https://walknercondon.com/2024-market-outlook-2/⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message…
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My guest today spent over 30 years as a fund manager with organisations like Investec and Hambro and has always managed to combine that role with writing about investing for a wider audience. He has written for the Daily and Sunday Telegraph and the Times, but is perhaps best known for his frequent articles in Money Week, Britain’s best selling fin…
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My guest today is a former Vice President of ABN Amro who has carved out a niche as one of the UK’s leading experts on investing in gold. Money Week magazine asked him to produce their Metals & Miners newsletter while he then worked with the legendary US investor Jim Rickards to set up the Gold Speculator service. He’s a regular speaker at industry…
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My guest today may be the person for whom the word polymath was invented. He’s an author, a comedian, a TV presenter, a voiceover artist and an expert on precious metals and crypto currencies where his articles can be read in almost every issue of Money Week magazine. He also publishes the Flying Frisby on substack, an investment bulletin read by o…
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Ready to uncover the ins and outs of the American oil industry? Join us on an enlightening expedition as we sit down with RJ Burr, the CEO and President of Panex. With his deep-rooted family history in the oil business, RJ brings to the table a wealth of knowledge and unique insights about the industry that fuels the daily lives of countless people…
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My guest today mirrored my own career path in providing billing systems for telecoms companies before joining the board of a silicon valley CRM software company for six years. His exit from that company has enabled him to pursue his passion, which is promoting the philosophy and ideas of one of my favourite authors, Ayn Rand. In 2012 he co-founded …
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My guest today is a former officer in the Grenadier Guards who then went into the city and started a 25 year career in fund management. From 1998 to 2015 he was Head of Absolute Return at HSBC Global Asset Management with $3bn under management. He was then Chief Investment Officer at Newscape until 2018 before heading up the Multi Asset team at Atl…
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Ever wonder about the giant leap of faith it takes to plunge into the mysterious realm of index funds? Our guest today, Kevin T Carter, who is the founder and Chief Investment Officer at EMQQ Global, shares his thrilling journey of 30-years in the investment world, and the influence of 'A Random Walk Down Wall Street' on his career. Carter speaks c…
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I find it easy to empathise with my guest today because he had a long and successful corporate career with multinationals before redundancy forced him to turn his hobby into a business. For me it was a career in IT followed by a move into alternative investments. For him, board level roles with major distillers and packaging companies followed by a…
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My guest today is an inspiring example of how to overcome adversity in your private life and limited opportunities in your business life. She has used her own story as the basis for helping women around the world to gain a mix of confidence and financial freedom by overcoming self limiting beliefs. She’s the author of fifteen books and the founder …
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There are serial entrepreneurs and there are serious serial entrepreneurs. My guest today is in the latter category, at one point having set up at least one new business every year for thirty years. Trained as an engineer, that disciplined approach has stayed with him in all his business ventures which include Cosworth Engineering, Quantel, Classic…
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Mitch DeWitt and Nate Condon talk about the HOT TOPIC that piqued everyone's interest this year. Times have changed, and getting a 3% APR on a loan feels like a long lost dream. Where are we at today with #interestrates, and when might they fall? #financialnews #usinterestrates #finances #heloc #loans #financialadvice #financialplanning --- Send in…
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My guest today has spent more than thirty years helping property investors to structure their portfolio in the most tax efficient way for themselves and, equally important, for their children. It won’t have escaped your attention that taxes are rising all over the world as governments realise they’ve made spending commitments they can no longer aff…
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Alicia and Polly are back to discuss talking to your kids about money. It sounds so simple, yet can be a complicated topic. Listen to these two #womeninfinance discuss how they talk to their own kids about money, and why it is important. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message…
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My guest today describes himself as an ordinary bloke from Norwich who does a lot of stuff, makes a lot of mistakes but has done OK overall. He’s an ex RAF pilot who quit flying after 8 years to become a full time trader on the financial markets. It took six years to really learn his craft so by necessity he became a business owner so he could use …
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Picture yourself stepping into the shoes of a billionaire investor, navigating market trends with an asset-class agnostic approach. That's exactly what we uncover with our esteemed guest, Ben Fraser of Aspen Funds and the Invest Like a Billionaire podcast co host, revealing the unique strategies applied by his investment fund. Adhering to a family-…
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Our expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco.PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested…
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The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dr…
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My guest today doesn’t do anything by halves. With his wife Leanne he made his first foray into property investing after a Robert Kiyosaki event and went on to become the biggest private landlord in Scotland. From there it was a short step into property development and construction, before he expanded into mergers and acquisitions, where the Carlin…
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My guest today started his career with accountancy giant Ernst & Young where he worked with some of the largest global companies, including Royal Dutch Shell and Coca-Cola across the UK, US Middle East & Africa . He then did an MBA at Cranfield before setting up his own accounting firm so he could work with and learn from SME businesses. He engaged…
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My guest today is someone I’ve known for something like fifteen years and who has always impressed me on at least two levels – for his erudite wordsmithing that turns the dry subject of investing into works of literature and for his astute observations on everything from macroeconomics to the more dystopian side of where our society seems to be hea…
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My guest today has got to be the best known stock market pundit in the UK. His red bow tie and braces have been synonymous with sage advice about the financial world for at least three decades, most recently on GB News and Talk TV. What you may not know about him is that he was a key player in the Big Bang in the City of London in the 1980s includi…
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#luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC. EXEC is a highly curated hotel, travel, lifestyle, and business benefits program providing access to exceptional brands and experiences. It powers the benefits and perks programs of some of the world's leading associations and organizations.htt…
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Job loss is one of the toughest things you can experience in your career. Hopefully it leads to greener pastures for most, but recovery from the shock is a jarring task. We wanted to make it easier for you. Here is a run-down of the financial checklist you should consider if you find yourself in this difficult situation. Pensions, health insurance,…
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Welcome to the Ultra High Net Worth Podcast. Your exclusive podcast for exceptionally accomplished people who want to grow knowledge and resources. Ultra High Net Worth Podcast is a global community of the most successful and their insights. We want our families to flourish, collaborate and create a better world for all. This podcast is a trusted r…
  continue reading
 
What type of financial advisor is right for you? Breaking down what it means to be a FEE-ONLY financial advisor. CFP's Mitch DeWitt and Alicia Vande Ven dig into the differences between advisors and why you should consider FEE-ONLY. Also, the important questions you should ask when choosing a financial advisor. --- Send in a voice message: https://…
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In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …
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In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …
  continue reading
 
If you have extra cash on the sidelines and don't want to put it to work in the stock market, where are conservative places you can consider? Alicia Vande Ven and Clint Walkner discuss savings account, CDs, treasury bills and bonds, ETFs, and the advantages and drawbacks of each solution. --- Send in a voice message: https://podcasters.spotify.com/…
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Nate Condon and Clint Walkner discuss the early positive start to the stock market, what it might mean for equities going forward, and how the bear market of 2022 into 2023 is impacting investor's psyche....also a bit more about the words "intimated" and "tangential". --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-cond…
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On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P.Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P.Morgan Guide to the Markets, talks about the data in the guide and ho…
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