• Summary

  • 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.
    Copyright 2020-2022. All rights reserved.
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Episodes
  • Episode 208: Summer Camp Savings
    May 30 2024

    School's out and summer has arrived, bringing your kids home for the break! What does this mean for working parents? Summer camps are a popular solution, but they can come with a high price tag. In this week's episode, we dive into the Child and Dependent Care Credit, a tax-saving gem that can help alleviate the financial burden of summertime camps. But before diving into the details of tax strategies, we start by sharing our favorite summer camp movies. Then, we guide you through the steps to make summer camp fees tax-deductible. Grab your marshmallows for s'mores, watch out for spooky camp legends, and join us for this week's episode!

    The List: Best Summer Camp Movies

    Hashtags: #summercamp #summertime #theparenttrap #fridaythe13th #BullCamp

    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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    27 mins
  • Episode 207: Crunching the Numbers of Divorce
    May 23 2024

    Navigating life after divorce can be daunting, but we're here to offer guidance and support. In today's episode, we explore the financial aspects of life post-divorce. We kick things off with a rundown of the most iconic breakups in pop culture, from Ross & Rachel to the heartbreaks of vampire-human romances. Next, we offer practical advice on adjusting to your new financial situation. We emphasize the importance of understanding your new reality, securing your legal and medical future, protecting your credit, and prioritizing your emotional well-being. Remember, if you're finding this journey difficult, allow yourself time to heal and adapt. Tune in now to gain valuable insights and start building a stronger, more secure future.

    The List: Famous Breakups in Pop Culture

    Hashtags: #divorce #financialfuture #WeWereOnABreak #RossAndRachel #TeamDamonOrStefan

    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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    37 mins
  • Episode 206: Unlocking the Power of CDs
    May 16 2024

    This week, we’re diving into CDs, but not the ones you might be thinking of. We’re talking about certificates of deposit, a special type of savings account. We’ll kick off the episode with a countdown of the top 10 best-selling albums of all time, which is sure to be a thriller. Then, we'll explore what a CD is, its pros and cons, the concept of CD laddering, and whether opening a CD is a smart move for you. Join us for an engaging and informative discussion on everything you need to know about CDs!

    The List: The Top-10 Best Selling Albums of All-Time

    Hashtags: #cds #certificateofdeposit #thriller #saturdaynightfever #BackInBullCast

    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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    21 mins

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