BullCast

Bull Cast

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.

  1. JAN 22

    Episode 294: ETFs Explained

    Last episode we talked about mutual funds, and today we’re tackling something you hear all the time in investing: ETFs, also known as Exchange-Traded Funds. In this episode, we’ll break down what an ETF is, how it’s similar to a mutual fund, how it’s different, and when you might use one versus the other. If you’ve ever wondered which option makes the most sense for your investing goals, this “Back to Basics” conversation will help make it simple. The List: Two Things That Are the Same… But Still Different Hashtags: #etfs #exchangetradedfunds #mutualfunds #comparison #backtobasics #CocaColaIsBetterThanPepsi  Visit us online: www.bullcastpodcast.com Produced by Cameron Spann | Powered by Pickler Wealth Advisors Sound effects obtained from https://www.zapsplat.com Exchange-traded funds (ETFs) are subject to market volatility, including the risks of their underlying investments. They are not individually redeemable from the fund and are bought and sold at the current market price, which may be above or below their net asset value Investments in target-date funds are subject to the risks of their underlying holdings. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative investments based on its respective target date. The performance of an investment in a target-date fund is not guaranteed at any time, including on or after the target date. Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions.

    22 min
  2. JAN 8

    Episode 292: The 529 Refresh

    529 plans are getting more flexible in 2026, and on this episode of BullCast we break down what families need to know before making education funding decisions. We kick things off with a fun list of real college classes that sound fake (but aren't) to get everyone excited about all the different paths education can take. Then we dive into the updated 529 rules, including the increase to the K–12 annual withdrawal limit and why 529 funds can now be used in more ways than many people realize, so you can feel confident saving smarter and planning for whatever comes next. The List: Real College Classes That Sound Fake (But Aren’t) Hashtags: #529plans #educationalsavings #education #savings #newepisode #The529Refresh Visit us online: www.bullcastpodcast.com Produced by Cameron Spann | Powered by Pickler Wealth Advisors Sound effects obtained from https://www.zapsplat.com 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 an education-funding goal will be met. In order to be federally tax free, earnings must be used to pay for qualified 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.

    22 min
4.8
out of 5
22 Ratings

About

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.