Mitch and Hannah join Nate in the booth once again to update us on their current educational pursuits-- Mitch is getting his CFP and Hannah is studying for the Series 65 exam. Topics covered include designations, estate planning, what’s next, and a strikingly handsome new associate producer named Alf.

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From Employee to Employer

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 intersection of financial planning, investing, and everyday life.

Disclosure: walknercondon.com/podcast