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

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Are market fluctuations stressing you out? You're not alone. In this episode of Gimme Some Truth, financial advisors, Nate Condon and Andrew Klein, discuss how to manage fear during uncertain markets, drawing on lessons from the past and offering clear strategies for the present.🔍

Discover:

Why market fear happens and how to handle it

Emotional traps investors fall into

Strategic actions to take in turbulent times

How to protect and optimize your long-term financial plan

This episode is packed with actionable advice, whether you're saving for retirement, managing a volatile portfolio, or just trying to make sense of the financial headlines in 2025.📌

Timestamps

0:00 – Intro: Why this market feels different

1:10 – The role of planning in volatile markets

2:18 – Comparing now vs. 2008 market behavior

3:17 – Emotional triggers: fear, control, and anxiety

4:21 – Why investors panic during uncertain times

5:22 – The media’s influence on market fear

6:24 – Behavioral finance: losses vs. gains

7:26 – Strategy 1: Building the right investor mindset

8:46 – Strategy 2: Strategic portfolio positioning

11:06 – Risk tolerance, rebalancing, and allocation

13:15 – Understanding what you actually own

14:47 – Strategy 3: Dollar-cost averaging during downturns

16:20 – How planning software stress-tests your finances

17:35 – Visualizing worst-case scenarios in financial plans

19:15 – Long-term planning vs. short-term panic

20:40 – Final thoughts: Financial cycles and confidence

22:00 – Advisor support and next steps

🔔 Subscribe for more market commentary, financial planning advice, and mindset strategies for investors.  @walknercondon 

#marketvolatility #financialplanning #investormindset #recession2025 #retirementplanning #longterminvesting #moneymindset #investmentstrategy

For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/i-bought-stocks-navigating-tariffs-volatility-and-market-drawdowns-in-2025/

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Are you making costly tax mistakes without even knowing it? In this episode of Gimme Some Truth, tax pros from WC Tax Services reveal common personal and business tax errors—from filing misconceptions to missed deductions, backdoor Roth mishaps, and LLC misclassifications. Learn how to protect your wallet, avoid IRS penalties, and streamline your tax filing strategy.

📌 Timestamps:00:00 – Introduction & Guest Welcome

01:00 – How Common Are Tax Mistakes?

02:45 – Why the Tax Code Is So Confusing

04:30 – Common Personal Mistake #1: Tax Extension Myths

06:10 – Penalties: Filing Late vs Paying Late

08:00 – Mistake #2: Overlooked Deductions and Credits

10:10 – Mistake #3: Cost Basis Misreporting

13:00 – Mistake #4: Backdoor Roth IRA Errors

15:00 – DIY Taxes vs Hiring a Professional

16:30 – Business Mistake #1: Estimated Taxes Mismanagement

18:10 – Business Mistake #2: Ignoring Form 1065 for Partnerships

19:50 – Business Mistake #3: Misunderstanding LLC Tax ClassificationTopics Covered:IRS tax filing errors

Tax extension deadlines vs payment deadlines

Deduction and credit eligibility

Cost basis issues with stocks & inheritance

Backdoor Roth conversion trapsEstimated quarterly tax payments for freelancers

Filing requirements for partnerships (Form 1065)

LLC vs S-Corp vs Sole Prop tax elections

Benefits of hiring a tax professional

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#taxmistakes #smallbusinesstaxes #taxtips #financialplanning

Explore the world of bonds with Mitch and Evan in this episode of Gimme Some Truth. Learn the key differences between bonds and stocks, how yield curves influence the market, and what recent market trends mean for investors. Discover how interest rates impact bond prices, the risks and rewards of long-term Treasuries, and practical strategies to navigate today’s fixed-income market.📌 Topics Covered:Bonds vs. stocks: Key distinctionsYield curves explained: Normal vs. invertedHow inflation shaped the 2022 bond marketMarket trends for 2023-2024 and beyondPractical fixed-income strategiesJ.P. Morgan Guide to the Markets: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/00:00 - Introduction: Welcome and team introductions.02:12 - Overview: Bonds vs. stocks explained.05:19 - Bonds and interest rates: The inverse relationship.07:56 - Yield curves: Normal vs. inverted.11:00 - 2022 bond market challenges: Inflation and interest rate hikes.12:03 - 2023 inverted yield curve: Short-term vs. long-term bonds.13:38 - 2024 bond market overview: A shift toward normal yield curves.16:15 - Fixed income dynamics: Impact of interest rate changes.17:46 - 30-year Treasury Bonds: Risks and rewards.19:21 - Speculative investing in bonds: Understanding strategies.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

In this episode of Gimme Some Truth, hosts Nate Condon and Clint Walkner sit down with special guest Ryan Smith from Guild Mortgage to discuss the challenges of buying a home in 2025. With rising interest rates, low housing inventory, and a competitive market, homebuyers need to be strategic to secure the best deals.

What You’ll Learn:

✅ How rising mortgage rates impact home affordability

✅ The housing supply shortage and its effect on buyers

✅ Smart mortgage strategies to win in a competitive market

✅ Creative financing options to improve your loan approval chances

✅ The importance of pre-approval and how to strengthen your offer

💰 Looking to buy a home in 2025? Learn tips and strategies to navigate the real estate market and avoid costly mistakes!

🔔 Subscribe for more real estate insights! Like & share if you found this helpful! @walknercondon

0:00 - Introduction: Home Buying in 2025

0:40 - Guest Introduction: Ryan Smith from Guild Mortgage

1:11 - How the Mortgage Industry Has Changed

2:16 - Housing Market Challenges: Supply & Demand Issues

3:49 - Mortgage Strategies to Make a Stronger Offer

4:52 - Why Sellers Prefer Offers With Fewer Contingencies

6:27 - Why Pre-Approval is More Important Than Ever

8:34 - FHA vs. Conventional Loans: What’s Best?

9:36 - Why Gifted Money for Homebuyers is More Common

12:16 - The Long-Term Value of Real Estate

13:51 - Should You Consider a Temporary Rate Buydown?

15:58 - The Benefits of a 30-Year Fixed Mortgage

18:35 - Final Advice for Homebuyers in 2025

#BuyingAHouse2025 #RealEstateMarket #HomeBuyingTips #MortgageRates #HousingMarket #FirstTimeHomebuyer #HomeLoan #GuildMortgage

Contact information for Ryan Smith:

For more on this topic and others check out the blog on our website

Visit our website for more financial planning resources and educational information

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📌 In this episode of "Gimme Some Truth," we continue our Money with Purpose series, focusing on historic women who transformed the financial world. From breaking barriers in banking to reshaping economic policies, these trailblazing women paved the way for financial equality.

🔔 Subscribe for more insightful discussions on finance and investing!📖

Topics Covered & Timestamps:

0:00 - Welcome & Introduction to Money with Purpose

0:40 - Why financial history matters for women

1:32 - Maggie Lena Walker: First woman to charter a U.S. bank

3:12 - Overcoming racial and gender barriers in banking6:45 - Muriel Siebert: First woman on the NYSE

7:30 - How Muriel Siebert had to fight for her place

9:10 - The challenges women faced in Wall Street history

11:07 - Ernesta Procope: Pioneering Black-owned insurance company

12:07 - How she revolutionized insurance access

14:14 - Janet Yellen: First female U.S. Treasury Secretary

16:32 - Janet Yellen’s impact on economic policy

18:21 - How these women continue to inspire change

19:54 - Key takeaways & final thoughts

📢 What’s your favorite financial trailblazer? Drop a comment below!💡

More Resources:📊 2025 Market Outlook: https://walknercondon.com/market-outlook-guide-2025/👍 If you found this video helpful,

LIKE & SUBSCRIBE for more insights on finance, investing, and economic empowerment!

SUBSCRIBE:   @walknercondon  @usexpatinvesting 

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n this episode of Gimme Some Truth, financial advisor, Alicia Vande Ven, CFP® and estate planning attorney, Notesong Srisopark-Thompson, break down the key differences between wills, trusts, and beneficiary designations. Learn why probate is best avoided, when to transition from a will to a trust, and the importance of funding your trust properly. We also explore how financial planners and estate attorneys collaborate to protect your legacy.

Whether you’re just starting or revisiting your estate plan, this episode offers valuable tips to secure your family's future. Don't miss it!

Featured Guest:Notesong Srisopark-Thompson Senior Associate at Laffey, Sebranek, Auby & Ristau, S.C. https://www.lsar.law/notesong-thompson Topics Covered:Wills vs. Trusts: What’s the difference?Why beneficiary designations override your will.Probate court explained and how to avoid it.When to upgrade your estate plan with a trust.Cost considerations for estate planning.Introduction: Alicia and Notesong introduce the continuation of their estate planning discussion. (00:00:05)

Key Differences: Will, Trust, and Beneficiary Designation: Explanation of how these estate planning tools differ and their specific purposes. (00:00:35)

Understanding Probate and Why to Avoid It: Discussion on what probate is and its implications for estate planning. (00:01:37)

The Role of a Will in Estate Planning: Explanation of the importance of wills and their limitations. (00:03:11)

Trusts as a Tool to Avoid Probate: Introduction to revocable living trusts and their benefits. (00:03:41)

When to Transition from a Will to a Trust: Identifying life stages or financial circumstances when creating a trust is advisable. (00:07:53)

The Importance of Funding a Trust: Explanation of why updating account beneficiaries and funding a trust is crucial. (00:12:06)

Beneficiary Designations vs. Wills: How beneficiary designations on accounts override wills. (00:04:12)

Cost Implications of Estate Planning: Discussion on the financial impact of working with an estate planning attorney versus the potential costs of not planning. (00:08:55)

The Collaborative Role of Financial Planners and Estate Attorneys: How financial planners and attorneys work together to ensure seamless estate and financial planning. (00:14:11)

Learn the fundamentals of estate planning in this informative episode of Gimme Some Truth, featuring guest estate planning attorney, Notesong Srisopark-Thompson.

Discover the latest 2025 financial market trends, AI breakthroughs, and tax policy changes that could shape your investments. This episode of Gimme Some Truth covers Deep Seek AI’s impact on tech stocks, market overvaluation risks, S&P 500 concentration issues, and upcoming tax reforms. Learn how to navigate potential market corrections, portfolio diversification strategies, and political uncertainties that may influence global trade and economic stability. Stay ahead of market trends and make informed financial decisions in 2025!

Join us in this episode of Gimme Some Truth as we welcome Ian Beardsley to the Walkner Condon Financial Advisors team! Ian shares his inspiring journey from public accounting to financial advising, highlighting his passion for helping individuals and families. Discover how his global experiences, corporate expertise, and collaborative approach are making a difference in the world of financial planning. Don't miss this engaging introduction to one of our newest team members!