Everand Logo

Welcome to Everand!

  • Discover this podcast and so much more

    Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

    (Financial) Spring Cleaning

    (Financial) Spring Cleaning

    FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

    Start listeningView podcast show

    (Financial) Spring Cleaning

    FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

    ratings:
    Length:
    25 minutes
    Released:
    Mar 20, 2019
    Format:
    Podcast episode

    Description

    Keith and Mitch are in the booth to discuss spring cleaning - in their homes as well as with their financial matters. They discuss a few actionable ideas that people could revisit this time of year, including IRA contributions, savings strategies, and what to do with your tax documents.

    ---

    Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
    Released:
    Mar 20, 2019
    Format:
    Podcast episode

    Titles in the series (100)

    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