Mitch interviews Clint to learn about the key takeaways from his trip to J.P. Morgan's ETF Symposium in New York City. ETFs, passive vs. active investing, big banks, and diversity in the financial services industry are discussed.

Jonathon & Mitch talk about the FAFSA (Free Application for Federal Student Aid), who should complete the application and why, and things to be prepared for when completing the FAFSA.

Nate, Clint, and Mitch discuss the many different titles that are found in the business of financial advice. Advisors, Consultants, Planners...the list goes on. They talk about resources, certifications, and other considerations that you should look at beyond the title of your advisor.

Nate, Clint, and Mitch discuss the many different titles that are found in the business of financial advice. Advisors, Consultants, Planners...the list goes on. They talk about resources, certifications, and other considerations that you should look at beyond the title of your advisor.

Clint and Mitch discuss a Forbes article that mentions three questions that you shouldn't ask your financial advisor. They discuss performance benchmarks relative to your portfolio, your returns compared to your neighbor's returns, and rising interest rates.

Clint takes the podcast booth by storm in what appears to to be the first solo episode of Gimme Some Truth. He talks about CATS - an acronym that he came up with to describe the disciplines that we build into our portfolios at Walkner Condon.

Nate and Clint kick off a new quarterly segment of Gimme Some Truth: The Quarterly Market Review. In the first installment they discuss what has happened in the markets so far in 2018.

Nate and Clint discuss when it is most appropriate to seek professional financial advice. This is a topic that many have wondered, but do not know where to start. Thank you to the listeners that requested this topic!

Jonathon and Clint discuss the mission of Make-A-Wish Foundation of Wisconsin with Patti Gorsky, wishes that stood out over the course of her career, and the challenges of fundraising after tax reform.

Mitch and Jonathon talk about credit cards, debt, and how rising interest rates will affect just about everybody.