BullCast

Episode 36: Love and Finances

It’s almost Valentine’s Day, so we’d be remiss if this week’s episode wasn’t about love. Join us as we give a rundown of the best rom-coms – a tougher task than you’d imagine! In the meat and potatoes of the show, we’ll talk about love and money and how, when mixed together haphazardly, it can be a recipe for disaster. Because the second leading cause of divorce is financial issues, we are discussing financial accountability, joint accounts v. single accounts, the psychology of your financial upbringing, and everything in between. It’s a fun episode, so get in the Valentine’s spirit and enjoy our talk on communication, compatibility, and counseling.
Top 5: Best Rom-Coms
Hashtags of the week: #RomComs #LoveAndMoney #LoveFern #EmotionalBaggage #FinancialBaggage #FinancialRelationship #FinancialComfortZone #TabooTrifecta #MoneyReligionPolitics #CrazyWitchClause #HallAndOates #ManageYourExpectations #Adapt
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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

Episode 35: Protecting Your Assets

What is Asset Protection? What may sound like legal jargon is actually a pretty simple idea. Tune in for this week’s episode as we talk about building a fortress, so to speak, around your assets – those valuable belongings such as stocks, cash, and your home. We’ll begin the episode with our Top 5 list of best movie fortresses. Then, we’ll dive into important questions like: What is an asset and why am I protecting it? Is insurance a type of asset protection? When would my assets be at risk? We’ve got a lot to cover and Cort has his legal cap on for the show. Join us as we dissect Ponzi Schemes, Protection, and Planning!
Top 5: Best Movie Fortresses
Hashtags of the week: #CortIsInSession #ProtectingAssets #YourChildIsAnAsset #Rocky3Segue #KatiesShoes #DemiMooresPoolParty #Awareness #MakeGoodChoices #CreditorsAndPreditors #TheNigerianPrinceIsNotYourFriend
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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

Episode 34: The ABCs of Education Savings

What will higher education look like in the future? Honestly, no one really knows. But that shouldn’t keep you from at least starting the conversation about saving money for your child or grandchild’s education. Join us as we talk about the ins and outs of education savings plans. We’ll break down UTMA and UGMA, FAFSA, prepaid plans, the 529 plan, and the tax implications involved in each plan. We’ll also give reasons why you should start saving now and break down some statistics on how much most people save for college.
Top 5: Wildest College Mascots
Hashtags of the week: #EducationSavings #CollegeMascots #OkraVsPickles #RaidersArePiratesKatie #PlanForCollege #CamWasAHouseBoy #529 #KiddieTax #Tuition #FAFSA #StudentLoans #TheLimitDoesNotExist #SheDoesntEvenGoHere #TimeAndConsistency #JargonViolation
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Our Top 10 Wildest College Mascots: www.bullcastpodcast.com/wildest-college-mascots
Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
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The fees, expenses, and features of 529 plans can vary from state to state. 529 plans involve investment risk, including the possible loss of funds. There is no guarantee that a college-funding goal will be met. In order to be federally tax-free, earnings must be used to pay for qualified higher education expenses. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient’s marginal rate and subject to a 10-percent penalty. By investing in a plan outside your state of residence, you may lose any state tax benefits. 529 plans are subject to enrollment, maintenance, and administration/management fees and expenses.

Episode 33: A Deep Dive Into Retirement

Last week, we talked about the importance of putting away money early for retirement. This week, we are taking a deeper dive into the topic. We’ll start with a brief history lesson on why 65 is the magic age of retirement and when social security laws came to pass. Then, we’ll discuss what it actually means to retire. Join us as we hit on the six biggest mistakes made with retirement planning to help you better plot out a successful future. And remember: stick with a plan – it’s a marathon, not a sprint.
Hashtags of the week: #Retirement #AspireToRetire #65 #SixBiggestMistakesWithRetirementPlanning #ThreeLeggedStool #WhenTheMarketSneezes #BuckleUpButtercup #CamMetGoldieHawn #CheersToBettyWhite #ThankYouForBeingAFriend
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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

Episode 32: Roth v. Traditional

For many people, retirement seems like an eternity away. But the fact of the matter is that it is never too early (or late) to save for retirement. We’re kicking off today’s episode with our Top 5: the best part-time retirement jobs. Then, we’ll dive into the importance of putting away money for retirement. We’ll also be breaking down different retirement plans like 401(K), IRA, SEP IRA, and more. What’s the difference between Roth and Traditional? What tax implications are associated with them? What will your paycheck look like when saving for retirement? Join us for answers to these questions. After all, your future self will thank you for putting money away NOW!
Hashtags of the week: #Retirement #AspireToRetire #RothVsTraditional #401k #KatieTheCruiseDirector #CortsMANtiques #TeamMegRyan #ItsNeverTooLateToInvest #ItsNeverTooEarlyToInvest #NestEgg #SocialSecurity #RightToYourRollover #EmployeeMatch
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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
This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.
Investments involve risk, including loss of principal amount invested. The precious metals, rare coin, and rare currency markets are speculative, unregulated, and volatile, and prices for these items may rise or fall over time. These investments may not be suitable for all investors, and there is no guarantee that any investment will be able to sell for a profit in the future. The commodities industries can be significantly affected by commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions. Past performance is no guarantee of future results

Episode 31: Collectibles: Trash or Treasure?

We’re back for a brand-new season in the brand-new year! We’ve learned a whole lot along the way, and we look forward to where season 2 will take us. In today’s episode, we are talking about collectibles. We’ll start with the top 10 most valuable types of memorabilia, and then we’ll geek out over nerdy keepsakes that are worth a lot of dough. Are collectibles a good investment? What unique risks are involved with hoarding those items you hold dearly? How much is that Princess Diana Beanie Baby in your attic worth, anyway? Join us as we dive in and help you navigate the fascinating world of collectibles.
Hashtags of the week: #Season2 #FreakyFlagFinance #Collectibles #CortLikesWolves #OneManWolfPack #VaseVsVahz #KirstensBraids #TEDTalkOnDolls #StarWarsShampoo #Pokemon #ManBagFlask #BabyRuthy #CinderellaHadGoodGoals #DiamondsAreAGirlsBestFriend #WineShrine #WhatMakesCamCry
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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

Episode 30: Take a Chance in the New Year

It’s New Year’s Eve and a fresh start is right around the corner. Not only are we wrapping up the insanity of 2020, but we are also wrapping up Season 1 of BullCast (thank you for tuning in for 30 episodes!) In this week’s mini-episode, we are discussing some of our most life-changing moments. Expectations are always high for the new year and rarely do things go as planned. Like us, the pivotal moments in your life probably happened on a random day when you were least expecting it. Life is uncomfortable at times, and it’s important to branch out, take a chance, and avoid regretting those missed opportunities. After all, life is short. Happy New Year, y’all!
Hashtags of the week: #NewYearsEve #Bye2020 #Hi2021 #ButterflyEffect #CortHatesMonthsThatStartWithM #TakeAChance #FerrisBuellersWordsOfWisdom #LifeIsMessy #NewAdventuresAwait #DaddyCortSaysBuckleUp #GetOutOfYourFeelings
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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

Episode 29: The Ghosts of Christmas

Ho ho ho! It’s Christmas Eve, and Santa has dropped off some early gifts for us (yes, we made it on the “nice” list this year.) With a new mixer and mics, BullCast sounds better than ever as we head into the new year. In this week’s episode, we’ll drop some Yuletide trivia on you. Katie and Cort will also talk about their three Christmas ghosts: Past, Present, and Yet to Come. Our hosts are sharing who their ghosts would be and discussing some fond Christmas memories that have stuck with them over the years. Don’t be a Scrooge this holiday season… Reflect on your past, cherish the present, and look forward to what awaits you in the new year. Merry Christmas from the BullCast team!
Hashtags of the week: #HoHoHo #MerryChristmas #BullCastMini #CamsGotAMic #ChristmasMemories #Scrooge #ChristmasGhosts #PastPresentFuture
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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

Episode 28: Resolutions

As we wrap up the year, one thing is on all of our minds: resolutions. Whether that be hitting the gym, eating healthier, or just bettering yourself in general, resolutions are notoriously hard to maintain. This week, we are starting off the episode with a new segment we call Twitter Nuggs where we read some of the funniest tweets on resolutions. In this episode, we’ll also talk about where the tradition came from, why we make resolutions, and why – for the most part – they fail. Stay strong in 2021 and accomplish those goals you set, friends!
Twitter Nuggs: Top Tweets on Resolutions
Hashtags of the week: #Resolutions #ClosingTime #NewYearNewMe #TwitterNuggs #KatiesHistoryLesson #FinancialSuccess #WriteItDownAndShareIt #SettingGoals #MakeYourGoalsSMART #DontGiveUp #FearAndGreed #ItDepends #FailureIsNotFatal #CortLovesExams
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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

Episode 27: Charitable Giving

If you listen closely, you can hear Santa ringing the bell for The Salvation Army. That’s right! It’s December – the season of giving – so what better time to talk about Charitable Giving? This week, Katie and Cort will be breaking down the psychology behind giving. Yes, it does make us feel all warm and fuzzy inside when we donate, but there is so much more to it. Also, in this episode, we will talk about smart giving (don’t become a charity case when giving to charities!), tax benefits, types of gifts, and the importance of giving. Don’t let that nasty Covid Grinch keep you from giving to those in need this year!
This week's Top 5: Charities Close to Our Hearts
Hashtags of the week: #December #MerryChristmas #Charities #Giving #CortIsTheTinMan #TaxBenefits #CharitablePlanning #NoSantaIn2020 #NoMiracleOn34thStreet #SeasonOfGiving
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Read Pickler Accounting Advisors' article on Charitable Giving here
Follow Cort's dog, Augie, on Facebook here
Visit us online: www.bullcastpodcast.com
Produced by Cameron Spann | Powered by Pickler Wealth Advisors
Sound effects obtained from https://www.zapsplat.com
Tax and accounting services provided by Pickler Accounting Advisors are separate and unrelated to Commonwealth.