BullCast
Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format. // Powered by Pickler Wealth Advisors // 901.316.0160 | 1135 Halle Park Circle | Collierville, TN 38017 // Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org / www.SIPC.org, a Registered Investment Advisor // This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MD, MI, MO, MS, NC, NE, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Episodes
Thursday Apr 28, 2022
Episode 99: Star Wars Day
Thursday Apr 28, 2022
Thursday Apr 28, 2022
To all of our BullCast Jedi across the Galaxy: May the fourth be with you! In less than a week, we will be celebrating Star Wars Day on May 4th, an “unofficially official” holiday dedicated to Star Wars and its fans. In our ode to the extremely popular franchise that has had the largest impact on pop culture, we will be discussing the characters and rich history that make Star Wars so impactful. We will have a debate on the worst characters, discuss the timeline of cultural events that have happened because of the films, and list out ways you can celebrate the day. Star Wars’ influence is vast – not only in film and TV but also in technology, video games, and music – and we hope you’ll join us for this inside look at this groundbreaking, cinematic phenomenon.
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The List: Worst Characters from Star Wars
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Hashtags of the week: #StarWars #StarWarsDay #MayTheFourthBeWithYou #Jedi #JarJarApologist
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Thursday Apr 21, 2022
Episode 98: Tax Day Aftermath
Thursday Apr 21, 2022
Thursday Apr 21, 2022
Tax Day has come and gone, but its wreckage remains, and like every year, it will be back again before we know it. Join us as we talk about perhaps the most dreaded financial topic: taxes. We’ll kick off the show with Twitter Nuggs featuring the best tax-related tweets. Then, Katie, Cort, and Cam will break down this difficult but necessary topic. We’ll throw in some happy and talk refunds (CHA-CHING)! Sorry, not to be a killjoy, but are refunds a good thing? Finally, as always, we give you some planning pointers to ease your pain by listing out 12 tips to cut your tax bill next time around. Because unless you’re hit with the only other certainty in life, there’s going to be a next time! We touch on HSAs, FSAs, AGI (so many letters!), fees, penalties, hiring a professional, and everything in between.
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Twitter Nuggs: Best Tax-Related Tweets
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Hashtags of the week: #TaxDay #Taxes #DeathAndTaxes #TwitterNuggs #SiriDefinesTaxes #IRA #HireAProfessional #CharitableGiving
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Thursday Apr 14, 2022
Episode 97: Planned Giving
Thursday Apr 14, 2022
Thursday Apr 14, 2022
Most people have heard of charitable giving and annual giving, but there’s another lesser-known form of donation in the world of philanthropy: Planned Giving. Join us this week as we define and discuss legacy gifts. Simply put, Planned Gifts are made during the lifetime of a donor, reflecting his or her intentions to contribute a major gift beyond their lifetime. In this episode, we’ll discuss the top vehicles for planned giving (such as bequests and trusts), why planned giving is so impactful, and the idea of leaving a significant legacy for generations to come. It’s never too late to plan out your future (and your charitable contributions) so tune in to find out how to get started.
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The List: Best Movies Involving the Reading of a Will
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Hashtags of the week: #PlannedGiving #EstatePlan #CharitableGiving #Runcle #HeleenaBoneHamCarter #PlanningYourFuture #TheLaw
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Thursday Apr 07, 2022
Episode 96: The Power of Branding
Thursday Apr 07, 2022
Thursday Apr 07, 2022
You’ve always heard that first impressions matter, but this goes far beyond dressing to impress, shaking hands, and maintaining eye contact – especially for small business owners. This week, Cameron will be talking about effective branding and how it’s more than just having a good logo. What can be boiled down to “a promise you make (and keep) to your customers,” branding involves authenticity, time, putting your best foot forward, perfecting your culture, and so much more. Join the entire BullCast team as they take a deep dive into this intangible yet imperative concept. We’ll be answering questions such as: What is branding and why does it matter? How does branding differentiate from marketing? What is a brand “voice” and how can you harness yours? As Amazon’s founder Jeff Bezos once said, “your brand is what others say about you when you’re not in the room.”
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The List: 10 Steps to Grow Your Brand
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Hashtags of the week: #Branding #Marketing #Logos #SmallBusiness #Voice #BecomeTheMedia #Authenticity #GrowYourBrand #BeHuman
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Thursday Mar 31, 2022
Episode 95: Sharpening the Saw, Aloha-Style
Thursday Mar 31, 2022
Thursday Mar 31, 2022
Aloha from Hawaii! On this week’s show, we are expanding our conversation on “sharpening the saw.” Our team has just returned from hosting a two-day leadership symposium in Maui, and we were chomping at the bit to further discuss the importance of lifelong learning. Your personal and professional life should focus on evolving, adapting, and pursuing constant improvement. If you don’t strive for greatness, you are settling for mediocrity which is one of life’s greatest roadblocks. Join us as we chat about going from good to great, working smarter (not harder), and avoiding the dreaded “but we’ve always done it this way” excuse. The great Ross Geller couldn’t have summed it up any better: “PIVOT!”
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Hashtags of the week: #Aloha #SharpeningTheSaw #PersonalDevelopment #ProfessionalDevelopment #Pivot #Adapt #GreetingsFromMaui #LifelongLearner
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Thursday Mar 24, 2022
Episode 94: Thirty-Six, Twenty-Eight
Thursday Mar 24, 2022
Thursday Mar 24, 2022
There are two numbers that are extremely important for all adults when it comes to thinking about debt and income: 36 and 28. This week’s episode is all about buying only what you can afford. Specifically, when it comes to purchasing a house. We’ll kick off the show with our list of the best movies to watch for first-time home buyers. Then, we’ll dive into how breaking the 36/28 rule can have serious implications for your finances. We’ll talk about calculating your debt load, front-end and back-end ratios, and how costs can add up extremely quickly. Don’t miss this episode as we give tips on how to not be house poor!
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The List: Best Movies for First-Time Homebuyers
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Hashtags of the week: #ThirtySixTwentyEight #BuyingAHome #DontBeHousePoor #SirMixALot #BuyWhatYouCanAfford #Income #Debt
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Thursday Mar 17, 2022
Episode 93: Sticker Shock
Thursday Mar 17, 2022
Thursday Mar 17, 2022
Happy St. Paddy’s Day! In this week’s mini-episode, we muse about rising prices and how there seems to be no end in sight. From Netflix to groceries to clothes, “sticker shock” is a very real thing. We’ll touch on the concept of bottlenecks in the supply chain as well as supply and demand. We’ll have a beefy episode on inflation in the near future, but we wanted to keep things light before your St. Patrick’s Day celebrations. As they say in Ireland, “sláinte!”
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Hashtags of the week: #StPatricksDay #Inflation #RisingPrices #Bottleneck #SupplyChain
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Thursday Mar 10, 2022
Episode 92: Sharpening Your Saw
Thursday Mar 10, 2022
Thursday Mar 10, 2022
What is the greatest asset you have? YOU, of course! In today’s show, we are defining an idiom we often hear in the industry: “sharpening your saw.” No, we’re not talking about shop class from 10th grade. We’re talking about building the best version of yourself, and that starts with preserving and enhancing your own unique skills. Whether that be taking an online course, training for a marathon, or focusing on self-care, sharpening your saw comes in a variety of flavors. We’ll start the episode with our list of the greatest movie meltdowns. Then, we’ll uncover the different ways you can sharpen your saw including physical, mental, spiritual, and interpersonal. We all have our own unique blade and only you can decide how to sharpen it.
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The List: Greatest Movie Meltdowns
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Hashtags of the week: #SharpenYourSaw #ContinuedLearning #UseYourTimeWisely #StoryTime #Wordle #TeamWork
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Thursday Mar 03, 2022
Episode 91: What’s a Trust?
Thursday Mar 03, 2022
Thursday Mar 03, 2022
In this week’s episode, Cort is in session as we break down what a trust is and why you may need this method of legal fortification. We’ll kick the episode off with our list of trustworthy movie characters. Then, Cort will wax philosophical about trusts and how a trustee is given directions about handling a person’s “stuff.” Katie, Cort, and Cam will break down Living/Testamentary Trusts, Revocable/Irrevocable Trusts, and Funded/Unfunded Trusts. We will also review the common purposes for trusts and how this fiduciary relationship protects assets.
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The List: Most Trustworthy Movie Characters
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Hashtags of the week: #Trust #Fiduciary #CortIsInSession #Property #AssetProtection
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Thursday Feb 24, 2022
Episode 90: Passive Income
Thursday Feb 24, 2022
Thursday Feb 24, 2022
Everyone wants to make an easy buck. “Get rich quick” schemes have been around since the dawn of time, but do they always work? Join us this week as we discuss Passive Income, a buzzword we see often across the web. This cash stream, unlike Active Income, ideally requires minimal daily effort to maintain and can be generated through initiatives like rental properties, investing in certain financial products, and even creating a podcast. Don’t miss this episode as we discuss leveraged income models, the dangers of this “fantasy,” and the myths you can’t afford to believe.
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The List: Top Ways to Earn Passive Income
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Hashtags of the week: #PassiveIncome #DangerousFantasy #NotASideHustle #TikTokAdvice #SellYourSpreadsheet #Jargon
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Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com