
Over deze 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
Over deze 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…
Recente afleveringen
- AI in Financial Advising: What It Can (and Can't) Do | Gimme Some Truth 202621 sep · 20 min
- Direct Indexing 101: The Tax-Saving Strategy High-Net-Worth Investors Use7 sep · 16 min
- 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 jul · 16 min
- Non-Qualified Deferred Compensation (NQDC)— Risks, Rewards & What to Know Before You Elect6 jul · 18 min
- Wisconsin Retirement System Explained — What Every WRS Participant Should Know22 jun · 22 min
- Why Retirement Is Harder Than You Think, Part 2: Hidden Costs, Tax Traps & Tough Conversations8 jun · 18 min
- Gifting Money to Family: Tax Rules, Common Mistakes & What You Need to Know in 202625 mei · 22 min
- Why Retirement Is Harder Than You Think: Emotional and Financial Realities Explained11 mei · 26 min
- AI and Value Investing: Is the Growth Stock Era Over?27 apr · 23 min