Welcome to a new episode of Gimme Some Truth, filmed in our upgraded Verona studio! In this episode, we break down the recent surge in gold prices and why precious metals are once again dominating investor conversations.
Clint and Nate explore key drivers behind gold’s rally—including market uncertainty, inflation pressures, global demand, and central bank gold purchases. We analyze how gold and silver behave during different market cycles, compare them to other asset classes, and discuss the risks, volatility, and long-term strategy considerations for investors.
Whether you're evaluating gold as a hedge, a diversifier, or a tactical investment, this episode offers data-driven insights to help you make informed decisions in today’s shifting financial landscape.
Timestamps:
00:00 — Welcome to the New Studio
00:36 — Why Precious Metals Are Heating Up
02:07 — Gold’s Price Surge & Market Drivers
04:15 — How to Approach Gold Investing
07:56 — Gold as a Portfolio Diversifier
13:41 — Final Thoughts & Investor Takeaways
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In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation.
We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the regulatory environment looks like today.
The conversation also covers how prediction markets actually work, their impact on sports betting and investment portfolios, and whether they could eventually disrupt traditional gambling platforms and investment products.
From potential returns and real-world use cases to risks, volatility, and long-term outlook, this episode breaks down everything investors need to know about this evolving asset class.
Timestamps:
00:00 — Introduction to Prediction Markets
00:36 — Origins in Politics & Academia
01:49 — U.S. Regulation & Emerging Companies
03:51 — Evolution & Future of Prediction Markets
09:06 — Are Prediction Markets Investing or Gambling?
11:16 — Key Risks & Considerations
13:30 — Final Thoughts & Takeaways
Read the blog - https://walknercondon.com/blog/how-prediction-markets-could-disrupt-gambling-sports-betting-and-traditional-investing/
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The State and Local Tax (SALT) deduction is getting its biggest update in years. In this episode of Gimme Some Truth, Clint, Alicia, and Nate break down the new law that raises the federal SALT cap from $10,000 to $40,000 starting in 2025, with limits that phase out for higher-income households and a temporary window that currently runs through 2029.
You’ll learn what counts as SALT (property taxes, state income taxes, and certain local taxes), who benefits most in high-tax states, and why the expanded cap could make itemizing attractive again—even for filers who have taken the standard deduction in recent years. The team also explains key planning moves like timing property tax payments, bunching deductions, and coordinating SALT with charitable and other itemized strategies to maximize tax savings before year-end.
Whether you’re a high-income earner navigating the phase-out rules or a homeowner wondering if itemizing finally pays off, this conversation offers clear, practical guidance to help you take advantage of the new SALT limits while they last.
Read the blog for additional information: https://walknercondon.com/blog/how-the-new-2025-salt-cap-works-and-tax-strategies-to-maximize-your-deductions/
Chapters
00:00 Introduction and Favorite Salts
00:43 What is SALT?
01:22 Changes in SALT Deduction Limits
01:35 Impact of the New SALT Cap
03:23 Strategies for Itemizing Deductions
03:45 Planning for Future Tax Years
04:33 Proactive Tax Planning Tips
07:31 High-Income Earners and SALT Cap Phase-Out
09:53 End-of-Year Tax Planning
11:35 Conclusion and Additional Resources
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Visit: https://walknercondon.com
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In this episode of Gimme Some Truth, hosts Clint and Nate sit down with insurance veteran Rod Crandall to explore how long-term care insurance can protect your financial future.
Rod breaks down common misconceptions, explains how long-term care coverage fits into retirement planning, and shares his personal experience purchasing a policy. The conversation also covers:
✅ Current costs of long-term care in Wisconsin
✅ Different types of long-term care insurance (traditional vs. modern hybrid options)
✅ Underwriting and eligibility considerations
✅ Why proactive planning matters for financial security and family protection
If you’re wondering whether long-term care insurance makes sense for your situation—or how to start planning—this discussion is a must-watch.
👉 Timestamps:
00:00 Introduction
00:20 What Is Long-Term Care Insurance?
01:28 Costs and Statistics in Wisconsin
04:08 Personal Experiences and Proactive Planning
07:41 Traditional vs. Modern Long-Term Care Options
13:39 Options for Older Individuals
17:33 Planning, Underwriting, and Eligibility
24:52 Final Thoughts
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💰 Are you making the most of your cash? In this episode of Gimme Some Truth, Nate Condon and Mitch DeWitt break down cash management strategies that help you stay ahead in a changing financial world.
Discover how to optimize your liquidity, earn higher yields, and protect your cash from inflation and interest rate shifts. Whether you’re holding cash for short-term goals or long-term flexibility, this conversation will help you make smarter, more confident financial decisions.
🔹 Topics Covered:
00:00 Introduction to Cash Management
01:01 The Changing Landscape of Cash
01:46 Making Smart Cash Decisions
02:33 High-Yield Savings Accounts
05:05 Treasury and Bond Options Explained
06:51 Understanding Liquidity Risk
11:28 Chasing Yield: Pros and Cons
13:46 Conclusion and Final Thoughts
💬 Key Takeaways:
- Why cash management matters more than ever in 2025
- The pros and cons of high-yield savings accounts
- How treasuries and short-term bonds fit into your strategy
- Balancing yield with liquidity and safety
🌐 Learn more: https://walknercondon.com
#CashManagement #FinancialPlanning #Investing #PersonalFinance #HighYieldSavings #TreasuryBonds #GimmeSomeTruthPodcast #WalknerCondon #WealthManagement
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In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions.
The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape.
🕒 Episode Chapters
00:00 – Introduction & Guest Overview
01:03 – Understanding Section 351 Funds
01:50 – Meb Faber’s Experience and Insights
03:45 – Use Cases and Fund Mechanics
06:21 – Diversification & Portfolio Structure
09:24 – Real-World Context & Applications
14:25 – Broader Market Perspectives
28:02 – Closing Thoughts & Disclaimers
🎙️ Connect with Meb Faber
Website (Cambria Investment Management): https://cambriafunds.com
Podcast – The Meb Faber Show: https://mebfaber.com/podcast
Twitter/X: https://twitter.com/MebFaber
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Visit: https://walknercondon.com
🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
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In this episode of Gimme Some Truth, Clint and Nate dive into the world of pledged asset lines—also known as securities-backed loans. They break down how these loans work, when investors might consider using them, and how they compare to traditional lending tools like home equity lines of credit (HELOCs).
You’ll learn:
🔹 What a pledged asset line is and how it functions
🔹 Real-world examples of how investors use them
🔹 The advantages and potential risks involved
🔹 How securities-based loans can provide liquidity without selling investments
🔹 What to consider before choosing this type of financing
Whether you’re curious about alternative lending options or want to understand the mechanics of borrowing against investments, this episode offers a clear and practical explanation.
Timestamps:
00:00 Introduction to Pledged Asset Lines
00:35 Defining Pledged Asset Lines
01:44 Example Scenario: Using a Pledged Asset Line
04:48 Advantages of Pledged Asset Lines
08:42 Potential Downsides and Considerations
12:16 Conclusion and Final Thoughts
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🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com
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We specialize in financial planning for Americans abroad:
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In this episode of Gimme Some Truth, Nate Condon and Clint Walkner are joined by Mitch DeWitt, CFP®, MBA. Together they help break down the complex world of equity compensation. We explain what equity compensation is, why it matters for financial planning, and the different types of stock options employees may encounter.
The discussion covers the tax implications of stock options, potential pitfalls to avoid, and key strategies to incorporate equity compensation into a long-term plan. Whether you’re an employee receiving stock options or simply interested in understanding how they fit into wealth-building, this episode provides practical insights to navigate equity compensation with confidence.
Timestamps
00:00 – Introduction to Equity Compensation
01:22 – Understanding Stock Options
04:44 – Types of Stock Options and Their Tax Implications
10:31 – Common Pitfalls and Planning Strategies
16:48 – Conclusion and Final Thoughts
READ THE BLOG POST FOR MORE INFO: https://walknercondon.com/blog/six-things-to-know-about-employee-stock-options/
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How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning?
In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond.
Check out our new Epic Stock Financial Planning Guide
🔎 Topics include:
Epic stock structure and evolution
Understanding 83(b) elections
Managing stock loans and risk
Using direct indexing and donor-advised funds
Planning for vesting, exit, and retirement
This content is for informational purposes only and not intended as tax or investment advice.
⏱️ Timestamps:
00:00 – Intro: What makes Epic stock unique
01:00 – Alicia’s background at Epic and initial exposure to equity
02:15 – How Epic’s stock plan has changed over time
04:30 – Why it's important to understand what you own
06:00 – Vesting, taxation, and the W-2 surprise
07:45 – 83(b) election explained: benefits and risks
10:30 – Exit planning: start early to expand your options
12:45 – When Epic stock becomes "real money"
14:10 – Investment strategy: what to consider before leaving
15:40 – Direct indexing for tax efficiency
17:00 – Donor-Advised Funds: grouping charitable giving
19:00 – Planning around fluctuating income and loan terms
21:15 – Why family and spouse income must be considered
23:00 – The role of personal goals in equity planning
24:30 – How to prepare for a financial planning meeting
Read our blog post on Donor-Advised Funds: https://walknercondon.com/blog/what-is-a-donor-advised-fund/
Read our blog post on Direct Indexing: https://walknercondon.com/blog/introduction-to-direct-indexing/
#EpicStock #EquityCompensation #83BElection #TaxPlanning2025 #DirectIndexing #DonorAdvisedFunds #GimmeSomeTruthPodcast #ExitPlanning #EmployeeStockPlans #EpicSystems
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
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In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead.
They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year.
Key Topics Covered
Q3 Market Recap – Momentum in U.S. and international stocks
Global Market Trends – International equities and broader outlook
Economic Resilience – How the economy withstands tariffs and headwinds
Federal Reserve & Rates – Possible interest rate cuts and their impact
Inflation & Currency Shifts – Managing volatility in a changing market
Consumer Spending & Housing – Real estate trends shaping demand
Q4 Outlook – Key themes and expectations for the coming quarter
Episode Timestamps
00:00 – Introduction and Overview
00:37 – Q3 Market Recap
01:52 – International Stocks and Broader Market Trends
03:11 – Economic Resilience and Tariffs
05:19 – Federal Reserve Policies and Interest Rates
07:58 – Currency and Inflation Concerns
12:17 – Consumer Spending and Real Estate
14:18 – Q4 Outlook and Themes
19:22 – Conclusion and Final Thoughts
READ THE BLOG POST FOR MORE INFO:
https://walknercondon.com
https://walknercondon.com/blog/2025-q3-investment-summary/
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🌍 Are You a U.S. Expat?
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In this episode of Gimme Some Truth, we take a closer look at the future of Social Security and what it means for retirement planning. Mitch shares insights into the projected depletion of the Social Security Trust Fund by 2033, highlighting that while the headlines can be alarming, Social Security payments have never been missed.
We explore the origins of Social Security, the impact of demographic shifts, and the political and funding challenges shaping its outlook. The conversation also reviews potential legislative reforms — including retirement age adjustments, tax changes, and benefit modifications.
Finally, we emphasize the importance of stress-testing financial plans so individuals can prepare for possible changes and uncertainties in the system.
Timestamps
00:00 – Introduction and Topic Overview
00:50 – Current State of Social Security
02:07 – Historical Context and Trust Fund Details
05:26 – Future Projections and Potential Solutions
07:07 – Political Challenges and Demographic Impact
12:54 – Possible Changes and Recommendations
14:50 – Conclusion and Final Thoughts
READ THE BLOG POST FOR MORE INFO:
https://walknercondon.com/blog/is-social-security-going-away/
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In this episode of Gimme Some Truth, hosts Clint Walkner and Syl Michelin take a closer look at the S&P 500 index, separating fact from fiction. Many investors assume the S&P 500 is broadly diversified and a true reflection of the U.S. economy—but the reality is more complex.
We break down the history and performance of the S&P 500, uncover the truth about its concentration in mega-cap tech stocks and select sectors, and explain why relying on it as a sole investment strategy carries significant risks. You’ll also learn how global factors influence the index and why diversification may not be what it seems.
If you want to make smarter, more informed investment decisions, this episode will help you rethink your approach to the S&P 500 and portfolio diversification.
Episode Breakdown:
00:00 – Introduction and Fun Fact about the S&P 500
01:07 – Debunking the Diversification Myth
02:52 – Sector Concentration in the S&P 500
06:14 – Global Influence on the Index
09:19 – Risks of Using the S&P 500 as a Sole Investment Strategy
14:49 – Conclusion and Final Thoughts
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In this episode of Gimme Some Truth, we explore the GENIUS Act, a groundbreaking bipartisan law that brings much-needed regulatory clarity to stablecoins and the broader crypto market.
💵 What are stablecoins?
Why do they matter to investors and consumers? Unlike volatile assets like Bitcoin or Ethereum, stablecoins are pegged to the U.S. dollar and backed by high-quality reserves—making them a powerful tool for payments, cross-border transfers, and financial stability.
🎙️ Our hosts dive into:
What the GENIUS Act means for crypto regulation in the U.S.
The differences between stablecoins, Bitcoin, and gold
Real-world uses of stablecoins for remittances, retailers, and digital payments
Key investment considerations for crypto assets
How this legislation could transform the future of money
📌 Timestamps:
00:00 – Intro
00:33 – What is the GENIUS Act?
03:49 – Stablecoins explained
06:47 – Real-world use cases
09:22 – Comparing stablecoins to Bitcoin & gold
13:10 – Crypto as an investment
18:07 – Final thoughts
👍 Don’t forget to like, subscribe, and share if you're interested in crypto, regulation, or smart investing strategies!
#GeniusAct #Stablecoins #CryptoRegulation #CryptocurrencyNews #DigitalAssets #Bitcoin #Ethereum #USDStablecoins #CryptoInvesting #GimmeSomeTruth #WalknerCondon #FinancialPodcast
In this episode of Gimme Some Truth, financial advisors Nate Condon and Clint Walkner explore whether it makes sense to claim Social Security early—as early as age 62 or 63—rather than waiting until 70.
📊 They challenge the traditional advice to delay benefits and explain how early Social Security claiming can support meaningful lifestyle choices like travel, hobbies, and enjoying retirement while you're still young and active.
Key topics covered:
Pros and cons of claiming Social Security at 62, 63, or full retirement age
Health, longevity, and spending factors to consider
How early retirement income strategies can align with your life goals
The role of personalized financial planning in Social Security decisions
If you're nearing retirement and wondering when to start Social Security, this episode offers a balanced, personalized perspective.
📺 Watch now to learn how to align your Social Security strategy with your unique goals.
⏱️ Timestamps:
00:00 – Introduction to Social Security and Conventional Wisdom
01:06 – The Case for Delaying Social Security
02:46 – Challenging Conventional Wisdom: Early Social Security Benefits
07:33 – Financial Flexibility and Personal Goals
07:55 – Considering Future Uncertainties
08:43 – Advisors' Role in Personalized Financial Planning
13:44 – Conclusion and Final Thoughts
#SocialSecurity #RetirementPlanning #FinancialPlanning #ClaimSocialSecurityEarly #GimmeSomeTruth #PersonalFinance #RetirementStrategy #walknercondon
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🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com
🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com
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In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today’s most pressing topics:
📈 U.S. stock market valuations
💰 Tariffs as hidden taxes
🧠 The future of artificial intelligence (AI) in investing
Watch Sunny Syl vs. Skeptical Stan as they share bullish and bearish views on the economy, recession risks, and fiscal policy. Hosted by Clint Walkner, this point-counterpoint format brings insight on navigating market volatility and uncovering opportunities in uncertain times.
🔍 Key topics include:
Are U.S. stocks overvalued?
How tariffs are impacting the economy
Treasury bonds and dollar strength
AI's potential to reshape markets and investing strategies
🕒 Timestamps:
00:00 Introduction
00:30 Investment Committee Dynamics
01:49 Stock Market Valuations
04:23 Economic Impact of Tariffs
12:58 Treasury Bonds & Dollar Outlook
22:33 AI and Future Market Predictions
31:41 Final Thoughts
💬 Don’t forget to like, comment, and subscribe for more on economic trends, investment strategy, and financial market insights.
@walknercondon @usexpatinvesting #StockMarket #Tariffs #ArtificialIntelligence #InvestingDebate #USEconomy #MarketOutlook #FinancialPlanning #RecessionRisk #TreasuryYields #aiinvesting
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
🎙 Subscribe for more insights @walknercondon #FinancialAdvisor #SuccessionPlanning #MadisonWI #WealthManagement #GimmeSomeTruth #WalknerCondon #SanAntonioLiving #RetirementPlanning #AndyKing #investmentadvice
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 ————————————————
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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/
Visit our website for more financial planning resources and educational information: https://www.walknercondon.com
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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/
Visit our website for more financial planning resources and educational information: https://www.walknercondon.com
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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
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
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