Clint and Nate discuss a few financial items that may impact our clients financially, including contribution limit increases, the potential change in advertising rules from the SEC, and qualified charitable distributions (QCDs). We also discuss William Roth and that other guy, as well as a modest proposal for a 28th amendment.

Recent Financial News Updates, William Roth & That Other Guy

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

Business

Investing

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

Share Recent Financial News Updates, William Roth & That Other Guy

Sign up to save your podcasts

Recent Financial News Updates, William Roth & That Other Guy

Recent Financial News Updates, William Roth & That Other Guy

More shows like Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

This American Life

The Joe Rogan Experience

Planet Money

The Daily

Up First from NPR

BiggerPockets Money Podcast

Investment Fund Secrets

The Personal Finance Podcast

New Planner Podcast

Series 65 Exam Podcast