HeyJaredGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
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.
- Indexed episodes, last 90 days
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- Sep 21, 2026
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- Jul 6, 2026
Latest episodes
AI in Financial Advising: What It Can (and Can't) Do | Gimme Some Truth 2026 (opens the original)
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Can AI replace your financial advisor? Clint Walkner and Nate Condon break down where artificial intelligence genuinely helps in investing, portfolio management, and financial planning — and where it still falls short. In this episode, we cover early AI adoption at our firm, how AI compares to the early internet boom, why AI valuations are moving at record speed, and why human oversight and real client relationships still can't be replaced by algorithms. ⏱️ TIMESTAMPS 0:00 – Introduction: AI's r
Direct Indexing 101: The Tax-Saving Strategy High-Net-Worth Investors Use (opens the original)
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Direct indexing has become one of the hottest strategies in investing — but what is it, and does it actually work? In this episode of Gimme Some Truth, Nate, Mitch and Clint break down how direct indexing works, why it can outperform traditional index funds and ETFs on an after-tax basis, and who should actually be using it. Topics covered in this episode: ✅ What direct indexing is and how it differs from traditional index fund investing ✅ Tax alpha explained: how direct indexing creates tax sav
Big Announcements: New HQ, a Promotion & a Retirement | Gimme Some Truth (opens the original)
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Walkner Condon's Managing Partners, Clint Walkner and Nate Condon sit down in their brand-new podcast studio to break down the biggest changes at Walkner Condon Financial Advisors this year— from a stunning new headquarters that brings four offices together under one roof, to major staff promotions, a retirement announcement, and the philosophy behind sustainable, client-first growth as the firm surpasses $1.25 billion in assets under management. In this episode of Gimme Some Truth, you'll hear
How to Tap Into Your Portfolio Without Triggering Capital Gains Tax — Box Spread Portfolio Loans Explained (opens the original)
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What if you could access the money in your investment account without selling a single share or triggering capital gains tax? In this episode of Gimme Some Truth, Ian and Alicia break down pledged asset lines (PALs) — what they are and how they work — and then introduce a newer, lesser-known alternative: the box spread portfolio loan. With lower interest rates, lower minimums, better tax treatment, and fewer restrictions on how you use the funds, box spread loans are quickly becoming a go-to str
Non-Qualified Deferred Compensation (NQDC)— Risks, Rewards & What to Know Before You Elect (opens the original)
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Non-qualified deferred compensation could be one of the most valuable benefits you're not using. In this episode of Gimme Some Truth, we break down NQDC — a powerful but often overlooked benefit available to executives and high earners at many public companies. They cover how it works, who it's for, the key risks involved, and why planning ahead is critical before open enrollment season hits. If you're a senior leader, executive, or high-income earner at a public company, this episode could save
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