
Über diesen Podcast
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…
287 Folgen · business
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Über diesen Podcast
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…
Neue Folgen
- Big Announcements: New HQ, a Promotion & a Retirement | Gimme Some Truth31. Aug. · 22 Min.
- How to Tap Into Your Portfolio Without Triggering Capital Gains Tax — Box Spread Portfolio Loans Explained20. Juli · 16 Min.
- Non-Qualified Deferred Compensation (NQDC)— Risks, Rewards & What to Know Before You Elect6. Juli · 18 Min.
- Wisconsin Retirement System Explained — What Every WRS Participant Should Know22. Juni · 22 Min.
- Why Retirement Is Harder Than You Think, Part 2: Hidden Costs, Tax Traps & Tough Conversations8. Juni · 18 Min.
- Gifting Money to Family: Tax Rules, Common Mistakes & What You Need to Know in 202625. Mai · 22 Min.
- Why Retirement Is Harder Than You Think: Emotional and Financial Realities Explained11. Mai · 26 Min.
- AI and Value Investing: Is the Growth Stock Era Over?27. Apr. · 23 Min.
- Q1 2026 Analysis: Geopolitical Tensions, The Saas Selloff, and Volatility Returns20. Apr. · 19 Min.
- Abbott Acquires Exact Sciences: Planning Opportunities for Employees with Company Stock13. Apr. · 19 Min.