
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…
287 afleveringen · business
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
- 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
- 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