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Join hosts Syl Michelin, CFA and Clint Walkner as they break down the key market themes from Q1 2026. In this episode, Syl and Clint cut through the headlines to focus on what the market is actually telling investors — covering geopolitical tensions, energy prices, AI infrastructure spending, the SaaS selloff, crypto, gold, bonds, and international stocks. From the 10% market correction to the value vs. growth repricing, they analyze what matters most for your portfolio in 2026. Whether you're evaluating US mega cap tech valuations after the selloff, considering international diversification, or wondering if bonds deserve a place in your portfolio, this episode delivers data-driven market analysis you can act on. Topics covered: Q1 2026 market recap, geopolitical risk and market corrections, oil prices in historical context, AI energy demand and infrastructure, SaaS creative destruction, value vs. growth investing, crypto and gold performance, market timing pitfalls, bond investing in 2026, international stocks vs. US stocks, non-USD diversification strategies. 📌 Chapters: 0:00 – Introduction & Q1 2026 Market Overview 0:29 – Disconnect Between Headlines & Market Reality 1:27 – Geopolitical Tensions & the 10% Market Correction 2:35 – Oil Prices in Historical Context 3:55 – AI Infrastructure & the Energy Demand Problem 7:20 – The SaaS Apocalypse & Creative Destruction 9:55 – Value vs. Growth Repricing in Q1 2026 10:40 – US Mega Cap Tech Valuations After the Selloff 11:10 – Crypto & Gold Selloff Explained 13:54 – Why Timing the Market Around Events Fails 16:34 – International Stocks vs. US Stocks 17:57 – The Case for Bonds in 2026 18:54 – International Bonds & Non-USD Diversification Subscribe @walknercondon Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

With Exact Sciences stockholders officially approving the merger with Abbott on February 20, 2026, the Q2 closing date is fast approaching. For employees, this means unvested RSUs are accelerating, 401(k) holdings are shifting to cash, and a significant "tax cliff" is looming in 2026.In this deep dive, Clint Walkner and Mitch DeWitt break down the strategic financial moves Exact Sciences employees can make now to protect their windfall and minimize the IRS’s cut.What We Cover:- The $105 Cash Payout: How the all-cash deal impacts your RSUs, PSUs, and ESPP.- The 2026 Tax Spike: Why accelerated vesting could push you into a higher tax bracket and how to "bunch" deductions to fight back.- 401(k) & HSA Strategies: Should you pivot to Pre-Tax or Roth during a windfall year?- Risk Management: How to handle the uncertainty of future roles and potential layoffs post-merger.- Charitable Giving: Using Donor-Advised Funds (DAFs) to offset your 2026 gains.Timeline of the Deal:0:00 Deal Overview: The Abbott/Exact Sciences Merger1:00 Updates: What’s changed since the November announcement?3:43 Cash Deal Timing: Preparing for a Q2 2026 close5:12 2026 Tax Planning: Managing the "Windfall Year"9:04 Advanced Moves: Charity, DAFs, and Trading Windows10:43 Goal Assessment: What to do with the cash (Debt vs. Savings)14:12 Employment Risk: Liquidity and Emergency Reserves16:48 Next Steps: Coordinating with your Tax ProResources for Exact Sciences Employees:https://walknercondon.com/blog/what-happens-to-my-exact-sciences-stock-after-the-abbott-acquisition/Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

Is the U.S. dollar losing its status as the world’s reserve currency — or is the de-dollarization narrative overblown?In this episode of Gimme Some Truth, we separate fact from fiction on de-dollarization, global reserve currency shifts, and what the data actually says about the future of the U.S. dollar. With growing headlines about central banks buying gold, BRICS nations exploring alternatives, and tariff policies impacting currency markets, many investors are asking whether dollar dominance is fading.We examine reserve currency data, gold allocations, global liquidity dynamics, and why the U.S. dollar still represents roughly 55–60% of global reserves. More importantly, we discuss what this means for portfolio construction, currency diversification, international investing, and risk management in 2026 and beyond.If you’re concerned about currency risk, inflation, or global capital flows, this breakdown provides historical perspective and practical investment strategy.🎯 What You’ll Learn:- What de-dollarization really means- Why the de-dollarization narrative is trending now- The role of gold in central bank reserves- How tariff policy impacts U.S. dollar strength- Why the dollar remains the dominant global reserve currency (55–60%)- The liquidity advantage of U.S. capital markets- Where capital flows when investors reduce dollar exposure- How to position your portfolio for currency fluctuations💡 Key Insights:- Today’s dollar levels are similar to the 1990s — possibly normalization, not crisis- No viable alternative currency matches U.S. market depth and liquidity- Unhedged international stocks and bonds provide currency diversification- Every fiat currency depreciates over long time horizons- “The Death of the Dollar” narrative dates back to 1968📊 Portfolio Strategies for Currency Risk:- Invest in unhedged foreign equities and bonds- Consider precious metals and commodities as diversifiers- Understand how currency movements impact international returns- Maintain strategic global diversification⏱️ CHAPTERS:0:00 Introduction 16:16 De-Dollarization Explained16:58 Why De-Dollarization Is Trending17:47 Gold & Global Reserve Currency Shifts18:39 U.S. Dollar Policy & Political Impact19:56 Tariffs and Their Impact on the Dollar21:15 Dollar Normalization vs. Crisis Narrative21:51 Where Capital Flows When Leaving the Dollar22:34 The Data: Why the Dollar Is Still Dominant23:57 Why There’s No True Alternative Reserve Currency25:18 Portfolio Construction for Currency Risk26:25 Foreign Stocks & Currency Exposure28:52 “The Death of the Dollar” (1968 Perspective)30:26 Historical Context & Long-Term Trends31:38 Precious Metals & Commodity Allocation32:38 Final Thoughts📚 Read the full analysis: https://walknercondon.com/blog/de-dollarization-rise-of-currency-alternatives/📞 Talk to an advisor: www.walknercondon.com#dedollarization #USDollar #CurrencyMarkets #GlobalInvesting #ReserveCurrency #PortfolioStrategy #InternationalInvestingSUBSCRIBE: @walknercondon For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

What are alternative investments — and should they be part of your portfolio? In this episode of Gimme Some Truth, we break down alternative investments, including private equity, private debt, real estate, and venture capital, and explain how they compare to traditional stocks and bonds. If you're exploring portfolio diversification strategies or wondering whether alternative assets make sense for retail investors, this episode covers what you need to know. As alternative investments become more accessible, investors are increasingly considering them for non-correlated returns, asymmetric upside potential, and long-term wealth building. However, alternatives also come with unique risks — including liquidity constraints, higher fees, regulatory considerations, and complexity. 🎯 What You’ll Learn: What alternative investments are (private equity, private debt, venture capital, real estate) Why alternative assets matter in modern portfolios Private equity vs. private debt explained clearly Liquidity risks and lock-up periods Historical access limitations and regulation changes Interval funds as a retail investor entry point How much of your portfolio to allocate (5–10% guideline) Non-correlation and diversification benefits Fee structures and due diligence considerations The future of alternatives including tokenization ⏱️ CHAPTERS: 0:00 Introduction 0:35 What Are Alternative Investments? (Definition Explained) 1:41 Why Alternative Investments Matter Today 3:17 Private Equity vs. Private Debt Explained 5:05 Historical Access & Regulatory Changes 6:30 Liquidity Risks & Lock-Up Periods 8:02 Financial Planning Considerations 8:52 Interval Funds for Retail Investors 9:18 How Much to Allocate to Alternatives (5–10% Rule) 10:35 Non-Correlated Returns & Diversification Benefits 11:30 Understanding Fee Structures 12:04 The Future of Alternative Investments 12:20 Tokenization & Financial Innovation 13:45 Why Working with a Financial Advisor Matters 14:46 Wrap Up & Additional Resources 📚 Read the full Market Outlook article: https://walknercondon.com/blog/rise-of-alternative-investments/ 📞 Schedule a consultation: www.walknercondon.com #AlternativeInvestments #PrivateEquity #PrivateDebt #PortfolioDiversification #WealthManagement SUBSCRIBE: @walknercondon For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

In this episode of Gimme Some Truth, we dive deep into the rapidly evolving situation in Iran and its immediate effects on global markets and the economy. Geopolitical events move fast, and while the instinct may be to react, history tells a much more nuanced story about market resilience. We break down the central role of oil prices, the strategic importance of the Strait of Hormuz, and why the U.S. economy's shift toward being an energy exporter changes the math on GDP drag compared to decades past. In this video, we discuss: - Historical Precedents: How markets recovered after the Gulf War, 9/11, and the Russia-Ukraine conflict. - Safe Haven Assets: Why gold, U.S. Treasuries, and the Dollar behave the way they do during uncertainty. - Sector Winners/Losers: A look at defense-related stocks, value stocks, and the potential for an AI value rotation. - The Power of Diversification: Why avoiding recency bias and sticking to a long-term plan is your best defense against volatility. Protect your portfolio from emotional decision-making. Watch until the end to hear our outlook on the "Soft Landing" and why leaning on professional advice is critical during times of war. 🕒 Timestamps: 00:00 Iran War Market Impact 01:18 Oil Shock and Market Whiplash 03:23 History of War and Stocks 05:59 Oil Prices and GDP Drag 07:01 Safe Havens and Defense Plays 10:11 Soft Landing and Outlook 12:22 Diversification and Recency Bias 14:53 AI Value Rotation Teaser 15:49 Wrap Up and Disclosures #IranWar #StockMarket #Investing #OilPrices #Geopolitics #GoldPrice #MarketVolatility #FinancialPlanning #GimmeSomeTruth #Economy2026 #defensestocks Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

What will drive markets in 2026? In this February 2026 episode of Gimme Some Truth, hosts Nate Condon and Clint Walkner examine five major market catalysts investors should watch this year: elevated U.S. equity valuations, international market rotation, a potential new Federal Reserve Chair, inflation’s evolving target, and AI-driven volatility. The discussion expands on their published article featured in Walkner Condon’s 2026 Market Outlook, outlining why stretched U.S. stock valuations may require record earnings growth to justify further gains — and why earnings misses are being punished more severely. They explore the reemergence of developed, emerging, and frontier international markets, the impact of a weakening U.S. dollar, and whether dollar strength could return later in 2026. Read the 2026 Market Outlook - https://walknercondon.com/market-outlook-guide-2026/ They also analyze the implications of a potential new Fed Chair, the political dynamics surrounding Jerome Powell, and how changes in Federal Reserve leadership could influence interest rates and overall market stability. On inflation, they consider whether the effective target is closer to 2.5%–3% and discuss how artificial intelligence may introduce longer-term deflationary forces. Finally, they examine the transition from large language models (LLMs) to agentic AI implementation in 2026 — and what automation, SaaS repricing, AI IPO activity, and increased market volatility could mean for investors. If you're focused on diversification, global equity exposure, Federal Reserve policy, inflation trends, AI investing, or the 2026 stock market outlook, this episode provides timely perspective. ⏱️ Timestamps 00:00 2026 Market Outlook 01:52 Stretched U.S. Valuations & Earnings Risk 03:54 International Market Rotation & Dollar Trends 05:41 New Fed Chair & Policy Uncertainty 08:01 Inflation Target Debate: 2% vs 2.5–3% 09:29 AI Implementation Era & Market Volatility 15:42 IPO Risks, Diversification & What’s Next SUBSCRIBE: @walknercondon For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

The S&P 500’s top 10 companies now represent over 40% of the index — the highest market concentration in modern history. What does that mean for investors? In this episode of Gimme Some Truth, we break down market concentration risk, the CAPE ratio (Shiller P/E), and how today’s valuations compare to the dot-com bubble. With U.S. large-cap stocks trading at historically elevated levels, we explore whether international diversification, emerging markets, and value-oriented strategies may offer better risk-adjusted opportunities. If you’re concerned about overexposure to the Magnificent Seven, high valuations, or portfolio risk heading into 2026, this discussion will help you think strategically about global asset allocation and long-term investing. 🎯 What You’ll Learn: - What market concentration risk means for the S&P 500 - How today compares to the 2000 dot-com bubble - What the CAPE ratio (Shiller P/E) tells us about valuations - U.S. CAPE (~40) vs. Germany (~19.7) and emerging markets - Why international diversification may matter more than ever - Lessons from 2000–2009 (U.S. -1% vs. emerging markets +9% annually) - How we are positioning portfolios for 2026 📊 Key Investment Insights: - S&P 500 forward P/E: ~31.5x - Portfolio positioning: ~18–19x P/E - Increased exposure to developed and emerging international markets - Rotation toward quality stocks, value investing, and dividend strength - Maintaining U.S. exposure while reducing concentration risk ⚖️ A Balanced Perspective: - AI may be structurally transformative (not just hype) - Mega-cap tech companies remain strategically positioned - Diversification does not mean abandoning U.S. markets - Global allocation may reduce volatility and valuation risk ⏱️ CHAPTERS: 0:00 Introduction 17:47 Market Concentration Risk Explained 18:17 Understanding the CAPE Ratio (Shiller P/E) 18:51 Historical S&P 500 Concentration Levels 19:44 Dot-Com Bubble Comparison (2000 vs Today) 20:52 Why the CAPE Ratio Matters for Investors 21:15 U.S. vs International Valuations 22:06 Emerging Markets Opportunity 22:49 Lessons from 2000–2009 Market Returns 27:14 Our Portfolio Strategy for 2026 28:17 Quality & Value Rotation Explained 29:21 Why We’re Not Abandoning U.S. Markets 30:10 Portfolio Valuation Metrics Compared to S&P 500 31:36 AI & Long-Term Growth Potential 33:04 India vs U.S. Market Valuations 35:07 Final Thoughts on Diversification 📚 Read the full Market Outlook: https://walknercondon.com/blog/the-rise-of-us-large-caps-2009-2025/ 📞 Schedule a portfolio review: www.walknercondon.com #MarketConcentration #Diversification #InternationalInvesting #CAPERatio #SP500 #PortfolioManagement #InvestmentStrategy SUBSCRIBE: @walknercondon For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon’s annual market outlook publication, and the key themes shaping the year ahead. Read the 2026 Market Outlook here: https://walknercondon.com/market-outlook-guide-2026/ The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and the evolving role of artificial intelligence in financial markets. Listeners are encouraged to evaluate their portfolios against these factors and consider how emerging risks and uncertainties may impact long-term strategy. This episode offers context around the thinking behind Walkner Condon’s 2026 Market Outlook and how investors can use it as a framework for navigating changing market conditions. 00:00 Introduction and Early-Year Market Reflections 00:33 Market Sentiment and Recent Financial Developments 01:36 2026 Market Outlook Overview 01:54 Building the 2026 Market Outlook Guide 04:13 Key Themes: Diversification, Risk, and Taxation 06:25 AI and Market Implications 11:43 Preparing Portfolios for Market Uncertainty 14:16 Conclusion and Invitation for Feedback For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today’s elevated market environment.We explore classic examples like Tulip Mania, the Dot-Com Bubble, and other notable periods of irrational market enthusiasm. The team also examines current concerns surrounding AI valuations, cryptocurrency speculation, and whether today's market dynamics mirror past bubbles.You’ll learn:What defines a financial bubbleHow investor psychology, FOMO, and high valuations fuel unsustainable growthWhether modern trends like AI and crypto show signs of bubble behaviorHow bubbles can form even during strong economic conditionsPractical strategies for navigating “frothy” marketsWhy diversification and discipline matter more than everTimestamps:00:00 — Introduction to Investment Bubbles00:37 — What Creates a Financial Bubble?02:04 — Valuation Factors & Market Psychology05:40 — Historical Bubbles: Tulip Mania09:45 — Lessons from the Dot-Com Bubble14:38 — Are Today’s AI & Crypto Trends Bubbles?17:50 — Final Thoughts & Practical Investment AdviceIf you’re trying to understand whether markets are overheated—or want tools to help you navigate volatility—this episode offers clear insights and grounded perspective.👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondonInstagram: https://www.instagram.com/walknercondon/Twitter/X: https://twitter.com/walknercondon

Welcome to a new episode of Gimme Some Truth, filmed in our upgraded Verona studio! In this episode, we break down the recent surge in gold prices and why precious metals are once again dominating investor conversations. Clint and Nate explore key drivers behind gold’s rally—including market uncertainty, inflation pressures, global demand, and central bank gold purchases. We analyze how gold and silver behave during different market cycles, compare them to other asset classes, and discuss the risks, volatility, and long-term strategy considerations for investors. Whether you're evaluating gold as a hedge, a diversifier, or a tactical investment, this episode offers data-driven insights to help you make informed decisions in today’s shifting financial landscape. Timestamps: 00:00 — Welcome to the New Studio 00:36 — Why Precious Metals Are Heating Up 02:07 — Gold’s Price Surge & Market Drivers 04:15 — How to Approach Gold Investing 07:56 — Gold as a Portfolio Diversifier 13:41 — Final Thoughts & Investor Takeaways 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation. We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the regulatory environment looks like today. The conversation also covers how prediction markets actually work, their impact on sports betting and investment portfolios, and whether they could eventually disrupt traditional gambling platforms and investment products. From potential returns and real-world use cases to risks, volatility, and long-term outlook, this episode breaks down everything investors need to know about this evolving asset class. Timestamps: 00:00 — Introduction to Prediction Markets 00:36 — Origins in Politics & Academia 01:49 — U.S. Regulation & Emerging Companies 03:51 — Evolution & Future of Prediction Markets 09:06 — Are Prediction Markets Investing or Gambling? 11:16 — Key Risks & Considerations 13:30 — Final Thoughts & Takeaways Read the blog - https://walknercondon.com/blog/how-prediction-markets-could-disrupt-gambling-sports-betting-and-traditional-investing/ 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon Instagram: https://www.instagram.com/walknercondon/ Twitter/X: https://twitter.com/walknercondon

The State and Local Tax (SALT) deduction is getting its biggest update in years. In this episode of Gimme Some Truth, Clint, Alicia, and Nate break down the new law that raises the federal SALT cap from $10,000 to $40,000 starting in 2025, with limits that phase out for higher-income households and a temporary window that currently runs through 2029. You’ll learn what counts as SALT (property taxes, state income taxes, and certain local taxes), who benefits most in high-tax states, and why the expanded cap could make itemizing attractive again—even for filers who have taken the standard deduction in recent years. The team also explains key planning moves like timing property tax payments, bunching deductions, and coordinating SALT with charitable and other itemized strategies to maximize tax savings before year-end. Whether you’re a high-income earner navigating the phase-out rules or a homeowner wondering if itemizing finally pays off, this conversation offers clear, practical guidance to help you take advantage of the new SALT limits while they last. Read the blog for additional information: https://walknercondon.com/blog/how-the-new-2025-salt-cap-works-and-tax-strategies-to-maximize-your-deductions/ Chapters 00:00 Introduction and Favorite Salts 00:43 What is SALT? 01:22 Changes in SALT Deduction Limits 01:35 Impact of the New SALT Cap 03:23 Strategies for Itemizing Deductions 03:45 Planning for Future Tax Years 04:33 Proactive Tax Planning Tips 07:31 High-Income Earners and SALT Cap Phase-Out 09:53 End-of-Year Tax Planning 11:35 Conclusion and Additional Resources 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

In this episode of Gimme Some Truth, hosts Clint and Nate sit down with insurance veteran Rod Crandall to explore how long-term care insurance can protect your financial future. Rod breaks down common misconceptions, explains how long-term care coverage fits into retirement planning, and shares his personal experience purchasing a policy. The conversation also covers: ✅ Current costs of long-term care in Wisconsin ✅ Different types of long-term care insurance (traditional vs. modern hybrid options) ✅ Underwriting and eligibility considerations ✅ Why proactive planning matters for financial security and family protection If you’re wondering whether long-term care insurance makes sense for your situation—or how to start planning—this discussion is a must-watch. 👉 Timestamps: 00:00 Introduction 00:20 What Is Long-Term Care Insurance? 01:28 Costs and Statistics in Wisconsin 04:08 Personal Experiences and Proactive Planning 07:41 Traditional vs. Modern Long-Term Care Options 13:39 Options for Older Individuals 17:33 Planning, Underwriting, and Eligibility 24:52 Final Thoughts 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

💰 Are you making the most of your cash? In this episode of Gimme Some Truth, Nate Condon and Mitch DeWitt break down cash management strategies that help you stay ahead in a changing financial world. Discover how to optimize your liquidity, earn higher yields, and protect your cash from inflation and interest rate shifts. Whether you’re holding cash for short-term goals or long-term flexibility, this conversation will help you make smarter, more confident financial decisions. 🔹 Topics Covered: 00:00 Introduction to Cash Management 01:01 The Changing Landscape of Cash 01:46 Making Smart Cash Decisions 02:33 High-Yield Savings Accounts 05:05 Treasury and Bond Options Explained 06:51 Understanding Liquidity Risk 11:28 Chasing Yield: Pros and Cons 13:46 Conclusion and Final Thoughts 💬 Key Takeaways: - Why cash management matters more than ever in 2025 - The pros and cons of high-yield savings accounts - How treasuries and short-term bonds fit into your strategy - Balancing yield with liquidity and safety 🌐 Learn more: https://walknercondon.com #CashManagement #FinancialPlanning #Investing #PersonalFinance #HighYieldSavings #TreasuryBonds #GimmeSomeTruthPodcast #WalknerCondon #WealthManagement 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions. The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape. 🕒 Episode Chapters 00:00 – Introduction & Guest Overview 01:03 – Understanding Section 351 Funds 01:50 – Meb Faber’s Experience and Insights 03:45 – Use Cases and Fund Mechanics 06:21 – Diversification & Portfolio Structure 09:24 – Real-World Context & Applications 14:25 – Broader Market Perspectives 28:02 – Closing Thoughts & Disclaimers 🎙️ Connect with Meb Faber Website (Cambria Investment Management): https://cambriafunds.com Podcast – The Meb Faber Show: https://mebfaber.com/podcast Twitter/X: https://twitter.com/MebFaber 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon Instagram: https://www.instagram.com/walknercondon/