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The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
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 ...
 
What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:Jeremy@wealthenjoyment.com/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
 
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Financial Advice

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Financial Advice

RUG MEDIA LLC

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Financial Advice is recorded weekdays at 12pm PST in the qNFT HUB Discord, live and unedited. Topics include regular updates from the team on all QUANTUM.TECH projects, crypto current events, NFT space drama, and more. We regularly have special guests join us ranging from artists discussing their own projects to industry experts providing insights into the more technical aspects of crypto and NFTs. Will there be financial advice? Maybe. Will the live recording screw up from time to time? Pro ...
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
 
Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
 
Learn how to build wealth towards a comfortable and rewarding future with these practical tips and insights from an experienced investor. [Not a certified financial professional so please do your own research before making financial decisions]
 
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show series
 
In this episode we discuss the choice between the Traditional 401(K) and the Roth 401(K)โดย Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
 
How old is your financial advisor? For many, the image that first comes to mind of a financial advisor is an older man. And there’s data to back that up. Around 40% of financial advisors are set to retire in the next 10 years, which will ultimately shake up the advising landscape. In this episode of Gimme Some Truth, we gathered our three youngest …
 
In honor of his sweet Boston Terrier, Oliver, who recently passed, Jeremy does a little different podcast. He talks about three of the dogs he’s owned, including Ghost, the street rescue bouncy boxer mix, Kona, the sweet black lab x greyhound, and Oliver, Jeremy’s little bear. He uses their example to explain why having an emergency savings account…
 
In this brand-new episode of Gimme Some Truth, we delve into a topic we haven’t covered previously on the podcast – Commercial Real Estate. MLG Capital real estate analyst Jorgio Hopkins – a Madison native and UW-Madison grad – sits down with Walkner Condon's Jonathon Jordan, CFP, CEPA, and Nate Condon to cover the basics of this potential investin…
 
How many investments should you own if your only goal is to have your investments be worth as much as possible? The answer may surprise you. But Jeremy doesn’t recommend that strategy, and he uses a case study to explain why. Finally, Jeremy talks about his excitement for the upcoming Thanksgiving holiday – reach out to him if you want the recipe h…
 
Sometimes when you think outside the box, you can find value you never expected. Jeremy discusses times he’s had to look for ideas when what he wanted wasn’t available, and how Life Insurance can be a useful tool in retirement planning, while still being incredibly valuable in the darkest of moments. He also introduces us to the Tall Tales contests…
 
Jeremy reminisces about his grandmothers, and compares the ways they were each prepared for end of life care. He then discusses the various ways people can plan to pay for their long term care, including nursing home care, assisted living, and home care. Finally, he wants to know how you are preserving your favorite photos. Do you scrapbook? Have y…
 
How did the markets fare in the third quarter? What trends are unfolding this year? And what’s on the horizon for the rest of the year? Nate Condon and Clint Walkner unearth the answers to those questions (and more) in this bonus episode of Gimme Some Truth, our Q3 market recap. Armed with data from JPMorgan’s Guide to the Markets, Clint & Nate exp…
 
In this episode Emma Crossick talks about two contrasting stories. Firstly she talks about Nyasia who is flourishing financially by taking the advice of Alan Moran at Interface Financial Planning. On the other hand is Cynthia who while remaining a client seems to go her own way when it comes to advice.…
 
Is it 2018 again? Several of the financial factors at play this year are very evocative of four years ago. So much so, in fact, that Walkner Condon financial advisors Mitch DeWitt and Nate Condon thought about just re-posting this 2018 market commentary episode titled, “Should We Be Freaking Out Right Now?” Instead, we thought better of that idea a…
 
Can John Adams advise us on when we should convert to a Roth IRA? No. But Jeremy definitely thinks you should consider Roth IRA's right now. Speaking of John Adams, Jeremy has always enjoyed historical stories, both real and imagined. Find out why he likes Poldark, a show he watched on Amazon Prime.โดย Jeremy Udell
 
In this episode Emma Crossick talks about how we all make mistakes but how they can sometimes lead to success. This is the story of Brian & Elena. Brian signed up to a pension plan which he discovered was a mistake. Alan Moran came to his aid and proceeded to help.โดย Alan Moran
 
In this episode we discuss the market's recent dip into bear market territoryโดย Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
 
In this episode Emma Crossick taalks about how Interface Financial Planning has helped Monica. After her husband left her, she was in need of some friendly and unstanding support with her finances. This is where Alan Moran stepped in to help.โดย Alan Moran
 
The words ‘budget’ and ‘budgeting’ often carry negative connotations: “It’s not in the budget” or “let’s sit down and take a look at the budget.” For high-net-worth families and individuals, it might not be the negative connotations as much as a budget seeming unnecessary if you have comfortable salaries and a disposable income cushion. And while w…
 
Are you fascinated by the world of startups, and really dying to capture some of that unicorn magic for your own portfolio? But that's hard if you’re not a millionaire because no credible founder is going to take a few thousand rupees or a few hundred dollars. So is there a way to directly invest in a startup when you don't have a lot of money? Dis…
 
While this episode spans 40 minutes (long for us!) and has a variety of topics, there are comparisons to be drawn between the discussion of how pointless jumping jacks are and the meat of the episode. That is, the recent market happenings over the past year reveal issues in how financial media outlets cover financial news on a daily – and even hour…
 
Daphne came to Interface Financial Planning for her first meeting just about 15 years ago. She’d had a successful career and a relationship “Down South” but the failing health of her mother had brought her back to her hometown, Birmingham to act as her mother’s carer for her last couple of years. Listen to how Alan helped Daphne on her life journey…
 
Here in Wisconsin, it’s still very much summer. But for some investors, winter has set in – crypto winter, that is. In this episode, Clint Walkner – who came dressed for the occasion – and Nate Condon discuss the sharp downturn in the cryptocurrency markets. Cryptos like Bitcoin, Ethereum, and Dogecoin have all plunged more than 40% in the last yea…
 
Can you live a happy, financially secure life, even if you start investing only in your 30s? Or if you start so late, do you need to boost your returns with day trading derivatives or crypto? Not really. Today we talk with Prasenjit Dasgupta, who shares with us how he's built wealth despite just starting in his 30s Our Guest Today Prasenjit Dasgupt…
 
In this episode Emma Crossick talks to Alan Moran about how he has been analysing the costs of running his electric car and also feeling a little smug every time that he drives past a garage and sees the rising cost of petrol!โดย Alan Moran
 
Walkner Condon is committed to producing educational content to better inform our listeners, viewers, readers, and current clients on the myriad financial topics. That's how this podcast came about. But we’re also committed to the continuing education and career advancement of our staff members. In this episode, Polly Price – who began her journey …
 
We talk about the importance of saving and investing, and just overall managing your finances well. But what if your specific needs aren't easily addressed with the one-size-fits-all kinds of products that you have in the market today? Women, in particular, face very specific issues around expenses, credit and disproportionate impacts of difficult …
 
In this episode Emma Crossick talks to Alan Moran about how he has become an authorised advisor for funeral planning by the FCA. Funeral advice in now regulated and as such has made Alan to jump on board and get authorised. It's not a subject many people want to talk about but as you will hear it's very important to do so.…
 
In this episode Emma Crossick talke to Alan Moran about how his website is becoming a centre for education and financial knowledge. Not just for his existing clients but for anyone visiting his website and wishing to learnโดย Alan Moran
 
There’s a new face – and voice – here at Walkner Condon. In this installment of Gimme Some Truth, we get to know Alicia Vande Ven, the newest fee-only financial advisor on our team that works with clients locally in the Madison area (and around the country). Alicia has quite the background – from working in Human Resources at Epic Systems in Madiso…
 
In this episode we discuss live-work balance and the importance of taking time off to rechargeโดย Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
 
After hosting our State of the Market Webinar on July 13, we thought it important to cover similar subjects from that webinar in a more condensed, audio-friendly fashion. Nate Condon and Clint Walkner team up to explore trends in the market through the first half of 2022. They go over year-to-date stocks and bonds performance – plus a look back on …
 
In this episode Emma Crossick talks to Alan Moran about how a recent incident involving his web site has made him think about his online security. By following some simple rules you can stop the scammers from accessing your data.โดย Alan Moran
 
After somehow finding themselves in a somewhat brief 10-minute aside about Kraft Mac & Cheese, Taco Bell, Disneyland, and waterparks, Clint Walkner and Nate Condon dive into another installment of their journey of going from working in the Broker-Dealer (BD) space to owning and operating a Fee-Only Registered Investment Advisor (RIA) firm. In this …
 
Like many episodes of Gimme Some Truth, this one on liability was developed from lots of advanced legwork, methodically sculpted until it reached its culmination at the time of recording. Well, that's not quite true. Clint Walkner – one of the founding partners of Walkner Condon – shared a personal anecdote about his own liability coverage a few mi…
 
"With chaos, comes opportunities." What we often hear from clients and prospective clients in times of market downturn is something along the lines of, "Should I still stay invested? Or should I wait until things smooth out and re-enter later? While we certainly understand the sentiment behind wanting to get out when things are going poorly, the st…
 
Thinking of starting your own independent Registered Investment Advisor (RIA) Firm? Or maybe mulling a move from one of the big wirehouses to an RIA? A few years back (circa 2019), the co-founders of Walkner Condon Financial Advisors – Nate Condon and Clint Walkner – sat down on Gimme Some Truth to discuss their journey from the Broker-Dealer world…
 
We've covered Exchange-Traded Funds – commonly referred to as ETFs – in myriad ways on Gimme Some Truth previous to this episode. But we've never truly dedicated an episode to ETFs. So this is us doing exactly that, zooming out to go over the basics of ETFs, their history, how they compare with mutual funds, and more. Mitch DeWitt, MBA, and Jonatho…
 
In this episode Emma Crossick talks to Alan Moran about how the future of Interface Financial Planning looks in great shape. The main reason for this optimism is that Alan's son Tom has recently qualified as an IFA and is already a well know face with Interfaces clients.โดย Alan Moran
 
"It's kind of like the track runner that's getting started, gets his feet in the blocks, and then tumbles and falls down. That's pretty much what bonds are this year." Not only is Clint's imagery very descriptive at the outset of this episode (he must've aced high school English class), but it's also quite accurate in terms of how the bond market h…
 
In this episode we discuss the Federal Reserve and the relationship between interest rates and inflation.โดย Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
 
In this episode Emma Crossick talks to Alan Moran about why new clients to Interface Financial Planning have to have their Wills and Lasting Powers of Attorney in place. This not only puts your mind at ease that your affairs will be in order if you die. It is also eases the burden on your family when dealing with your affairs after you have gone.…
 
"Did anything work in the first quarter?" That poignant question posed by Syl Michelin, a Chartered Financial Analyst, to open this episode is more or less the underlying sentiment three months into 2022. But although it feels like the first quarter was an all-around flop, there were some things that worked from an investment standpoint in the open…
 
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