
À propos de ce 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…
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
À propos de ce 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…
Épisodes récents
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- How to Tap Into Your Portfolio Without Triggering Capital Gains Tax — Box Spread Portfolio Loans Explained20 juil. · 16 min
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- Wisconsin Retirement System Explained — What Every WRS Participant Should Know22 juin · 22 min
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- 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 avr. · 23 min