BullCast

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

May 26, 2022 37 min

Inflation is one of those buzzwords that we see every time we log on to Facebook or turn on the news – especially in today’s climate. But inflation is a lot more than just “something being really expensive.” Join us as we uncover the idea of too many dollars chasing too few goods and services. We’ll give you a list of crazy facts about inflation, define in layman’s terms what inflation is, talk about what drives it, and discuss who...

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In this week’s episode, we are furthering our previous discussion on “adulting.” In this educational show, we’ll have a conversation with a very special guest who is in the throes of making big decisions in the big city. We’ll start the episode with a fan favorite, TwitterNuggs, discussing the funniest tweets on adulting. Then, we’ll jump in with our special guest, Caky Winsett. Caky is a 20-something-year-old carving out her caree...

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Adulthood can be hard, especially for those fresh out of college looking to start a career. In today’s episode, we are discussing “adulting” and the crucial financial literacy lessons that must accompany this transition in order to achieve a life of success. We’ll kick off the show with our list of the top movies about adulting and finding your direction in life. Then, we’ll discuss the things you can do to “officially” become an a...

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We did it, y’all! We have officially produced 100 episodes of BullCast and we couldn’t be prouder. Tune in this week to take a walk down memory lane with Katie, Cort, and Cam. We’ll have all kinds of behind-the-scenes nuggets, bull-tastic trivia, and a list of what we look forward to in the future for BullCast. Because of you, our awesome listeners, we have been able to deliver real talk on personal finance for 100 shows. We set ou...

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April 28, 2022 36 min

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 c...

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April 21, 2022 40 min

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, b...

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April 14, 2022 38 min

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 (s...

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April 7, 2022 44 min

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,...

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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 medio...

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March 24, 2022 30 min

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....

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March 17, 2022 19 min

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 th...

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March 10, 2022 39 min

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, sharpenin...

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March 3, 2022 46 min

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/Un...

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February 24, 2022 49 min

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 pod...

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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 blockch...

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February 10, 2022 49 min

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 o...

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February 3, 2022 46 min

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 ...

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January 27, 2022 42 min

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 retirem...

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We are a few weeks into the new year and there’s one thing that most of us are probably experiencing: stress. Stress with decluttering your home, stress with the pandemic, stress at work, or stress with finances, the list seems to never end. So, what can we do with this burden that is so common to the human experience? Join us to find out! We’ll start the show with the most stress-inducing movies. Then, we’ll unpack ways to be a be...

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Katie, Cort, and Cam are taking on the topic of parenthood. Yep, we’re tackling this touchy topic chock-full of challenges, children, and diaper changes. With a wide range of perspectives, our hosts come to the (changing) table with differing opinions on the topic. Join us as we break down the financial impact of starting a family, raising children, and getting them out of the house. Do you need a Scrooge McDuck-esque stockpile of ...

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