Walkner Condon Financial Advisors

05/21/2026

Part 2 of Why Retirement Is Harder Than You Think is here! 🎙️

Clint and Nate are back with another episode of Gimme Some Truth, going even deeper into what retirement actually looks like when you're living it.

Part 2 gets into:

🔹 What happens when spouses have totally different visions of retirement — and haven't talked about it

🔹 Why "I'll just consult" is harder than it sounds once taxes, Medicare, and Social Security are involved

🔹 How gifting money to your kids can create expectations you never intended

🔹 Why transferring your house to your children is usually a tax mistake

🔹 The wellness spending nobody budgets for — trainers, supplements, red light therapy — it adds up fast

The biggest takeaway? The most valuable retirement tool isn't an investment — it's open communication with your spouse, your kids, and your advisor.

Give it a listen and let us know what hit home. 👇
🎧

Why Retirement Is Harder Than You Think, Part 2: Hidden Costs, Tax Traps & Tough Conversations

05/18/2026

We're officially in! 🎉

After a busy week of moving, our team is all settled into our new home office and we couldn't be more excited. Starting today, our doors are open and we look forward to welcoming clients to the new space.

This move represents an incredible milestone for our team — owning our own building and having a space that reflects the growth and commitment we bring to every client relationship.

If you're in the Verona area, stop by and say hello. We'd love to show you around.

📍 110 Enterprise Drive, Ste 103, Verona, WI 53593

See you there!

05/14/2026

It's Moving Day into Walkner Condon Financial Advisors new Verona Home Office! Open for in person meetings starting May 18th!

05/14/2026

BIG NEWS — we bought a building! 🎉

This week is moving week as we officially relocate our home office to 110 Enterprise Drive, Ste 103 in Verona. Years of growth have led to this moment and it feels amazing to have a space we can truly call our own.

We open our new space for in-person client meetings beginning May 18th.

New address. Same commitment to you. Our Monroe Street location remains open by appointment as well.

📍 110 Enterprise Drive, Ste 103, Verona
📅 See you May 18th!

04/28/2026

Nobody talks about the hard parts of retirement.

Not the money stuff — the "who am I now?" stuff.

The moment someone asks what you do and you don't have an answer. The friends you lose when you leave the office. The anxiety of watching your balance go down for the first time in your life.

In a recent episode of Gimme Some Truth, Nate Condon and Clint Walkner get into the retirement topics most financial advisors skip — the identity shifts, the emotional weight, and why the distribution phase is the most complex part of financial planning.

Whether you're 10 years out or stepping into retirement now, this one's worth a watch.

🎥 Watch now ⬇️

Why Retirement Is Harder Than You Think: Emotional & Financial Realities Explained

04/23/2026

New episode 🎙️

Q1 2026 was a lot — geopolitical tensions, a 10% market correction, oil above $100, and a major repricing in tech and SaaS.

Syl Michelin, CFA and Clint Walkner cut through the noise to break down what the market is actually telling us, including:

• Why the selloff looked more like a healthy reset than a recession signal
• The AI energy demand problem no one's talking about enough
• Whether bonds and international stocks deserve a bigger role in your portfolio

Watch the full breakdown ⬇️

Q1 2026 Analysis: Geopolitical tensions, the Saas Selloff, and Volatility Returns

04/21/2026

Bear markets are temporary. Your strategy shouldn't be.

Since 1928, every one of the 27 bear markets in the S&P 500 has been followed by a recovery — averaging 150% returns over 4.3 years. The catch? 42% of the market's best days happen during bear markets. You have to be in it to benefit from them.

Full breakdown on our blog 👇

Success isn't about timing the bear; it's about the discipline to outlast it." Brady Storhoff of Walkner Condon analyzes historical S&P 500 cycles to provide a roadmap for navigating market volatility.

03/30/2026

Is the dollar losing its reserve currency status — or is the narrative overblown?

On the latest Gimme Some Truth, we look at the data behind de-dollarization, central bank gold buying, and what it all means for your portfolio.

https://youtu.be/kfsqZskmge0

Is the U.S. dollar losing its status as the world’s reserve currency — or is the de-dollarization narrative overblown?In this episode of Gimme Some Truth, we...

03/26/2026

The Abbott/Exact Sciences merger closes Q2 2026 — and it comes with a real tax cliff for employees.

Clint and Mitch cover the $105 cash payout, RSU acceleration, 401(k) considerations, and ways to manage the 2026 tax spike.

https://youtu.be/R4dX5ILoxpU

With Exact Sciences stockholders officially approving the merger with Abbott on February 20, 2026, the Q2 closing date is fast approaching. For employees, th...

03/24/2026

New episode of Gimme Some Truth is out! 🎙️

We're talking Growth vs. Value, the AI build-out, S&P 500 concentration risk, and lessons from past market cycles — including a Pasta Picks break at 17:27. 🍝

https://youtu.be/t_W25TeLc6g

In this episode of Gimme Some Truth, we explore the massive shift happening in the markets. For over a decade, Growth stocks have dominated, but Artificial I...