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 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
Thursday Feb 17, 2022
Episode 89: Mining for Crypto Answers (with Andy Wilson)
Thursday Feb 17, 2022
Thursday Feb 17, 2022
It’s difficult to go about your day without hearing the words “cryptocurrency” or “bitcoin.” What seemed like a trend a few years ago has proven quite the opposite. While many pieces to the crypto puzzle are vague and volatile, it’s important to understand how deep this rabbit hole goes. Join Cort, Cam, and guest Andy Wilson as we take a deep dive into this fascinating and futuristic topic. Andy will help us break down what blockchain is, what makes something decentralized, how an exchange differs from a wallet, and everything in between. This episode is by no means a recommendation to invest in crypto, but we thought it was important to define the crypto terms we hear on a daily basis.
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The List: The Craziest Names in Crypto
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Hashtags of the week: #BullCastGuestSegment #Crypto #Cryptocurrency #Bitcoin #Coinbase #Decentralized #Blockchain #BoysNightOut #Mining #BabySwap #PancakeSwap
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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 10, 2022
Episode 88: What’s a Fiduciary?
Thursday Feb 10, 2022
Thursday Feb 10, 2022
Have you ever wondered what the word fiduciary means? This buzzword seems to be everywhere these days but most people aren’t exactly sure what it means. Join Katie, Cort, and Cam as they break down this term and discuss how it applies to financial advisors. We’ll kick off the show with our list of the most manipulative characters in cinematic history – aka those who would be terrible fiduciaries. Then, we’ll jump into the concept of “best interest” and why regulations matter in the world of finance. Join us as we answer important questions like “how do I know if I’m working with a fiduciary?” and “is a robo-advisor a fiduciary?”
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The List: Most Manipulative Movie Characters
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Hashtags of the week: #Fiduciary #BestInterest #PeelTheOnion #RelationshipGoals #RobotFiduciary #HelpMeHelpYou #ReginaGeorge #BurnBook #WhatsBehindYourCurtain
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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 03, 2022
Episode 87: The 401(K) Discussion
Thursday Feb 03, 2022
Thursday Feb 03, 2022
They always say that repeating things multiple times helps you remember, and that’s exactly what we are doing on this episode. You’ve heard us discuss retirement plans many times on the show, but you’ve never heard us discuss the mistakes most people make with them. Join us as we unravel the perplexing yet vital topic of securing your retirement. In the show, we’ll break down Roth versus Traditional, changing your contributions as life changes, taking your 401(k) with you when you leave a job, and everything in between. This is an important episode that will show you how the 401(k) can be your best friend.
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The List: Best Songs About Work
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Hashtags of the week: #Retirement #401k #Working9To5 #Security #AvoidTheseMistakes
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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 Jan 27, 2022
Episode 86: From Paycheck to Playcheck
Thursday Jan 27, 2022
Thursday Jan 27, 2022
Over the course of your life, you will spend over 90,000 hours at work. That’s a massive chunk of your time! Additionally, in a recent poll, 80% of workers said they hate their job. So, we’re working a third of our lives and, for the most part, are unhappy with our careers? Sheesh, that’s depressing. But cheer up! The BullCast team will help you navigate this career conundrum. Join us as we take a deep dive into dreaming of retirement, choosing to go to work versus having to go to work, and earning that playcheck – the fun money that enhances your life. Shake your office-space sorrow and focus on believing in your abilities and capacity to handle new adventures.
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The List: Best Shows About the Office
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Hashtags of the week: #Paycheck #Playcheck #TheOffice #Retirement #CareerConundrum
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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