show episodes
 
We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons. If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.
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Boss Babes, this is the podcast you've been waiting for! On this ground-breaking series, physician, author, speaker, event host, and Champion for Female Breadwinners, Dr. Dawn DeLavallade, peels back the layers of dating, marriage, and family when She Makes More! Women breadwinners are becoming a new normal, but how does it affect the way we love? This podcast is for the successful woman ready for self-discovery about how we're changing relationship culture- what things we're good at when it ...
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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 Net ...
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#CreditChatLive is a new video series that brings consumers enlightening discussions and interviews with a diverse range of experts, covering an array of financial topics from credit scores, to budgeting tips, debt management, and more, aimed to equip listeners with the knowledge and strategies needed to achieve financial success. For over a decade, Experian has been hosting engaging financial conversations on X, the platform formerly known as Twitter, every Wednesday at 3 p.m. ET. Evolving ...
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Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering e ...
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This episode welcomes back Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the challenges and strategies for female breadwinners, balancing career and family, and the importance of integrating mental wellness into financial planning. Listen now and learn: The importance of becoming more involved and confident in your financial life P…
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Join us for a special Women's History Month episode of #CreditChatLive as we welcome Cary Carbonaro, an award-winning financial advisor, a women and wealth expert, and CFP® Board Ambassador! As an a distinguished expert in women's wealth management and overall advocate for women, Cary shares insights into reshaping gender norms in finance, addresse…
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As Women's History Month draws to a close, join us as we delve into the rising trend of women taking on the role of primary breadwinners in their households. We kick off our discussion by spotlighting notable milestones in women's history, celebrating achievements from Pulitzer Prize winners to Olympic champions, showcasing their enduring impact. A…
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Prom season is upon us, and BullCast is stepping onto the dance floor! Tune in as we explore the economics of prom and how its traditions have evolved. We kick off the episode with our top picks for prom-themed movies that will take you down memory lane. Next, we dive into the costs involved, from choosing the ideal dress and styling your hair to a…
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Originally aired on The Best Interest Podcast, Peter shares insights on why all-time highs are more common than one might think, the importance of maintaining a long-term perspective, and why trying to time the market is an unwise strategy. Listen now and learn: How often you should expect corrections and bear markets The primary long-term driver o…
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In this episode of #CreditChatLive, we chat with Tiffany Grant, founder of Money Talk with Tiff, as she leads us with powerful insights for aspiring and current women entrepreneurs. Tiffany shares wisdom on self-education, the power of failing forward, and surrounding yourself with the right mentors. In honor of #WomensHistoryMonth and #FinancialLi…
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Are you experiencing the transition into empty nesting? In this week's episode of BullCast, we're here to support you! Tune in as we delve into the world of financial planning tailored for empty nesters. We'll kick off the discussion with a light-hearted look at the top party schools in America, now that your child has embarked on their college jou…
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Taylor Schulte and Benjamin Brandt join the show to talk about the Retirement Podcast Network and share valuable perspectives on various retirement-related topics. Listen now and learn: How to leverage the Retirement Podcast Network to enhance your retirement readiness The major pain points retirees and those planning for retirement face Diverse id…
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Raise your glasses and get ready to party because BullCast is hitting a major milestone – our 200th episode! To mark this special occasion, we're hitting the road and sitting down with the entire Pickler Wealth Advisors team. Join us as we chat with our fantastic colleagues, sharing insights and lessons learned from their time with us. Together, we…
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In this episode, we delve into the complexities of the S&P 500's index concentration, spotlighting the unprecedented impact of the 'Magnificent 7' on market dynamics and investor strategies. Listen now and learn: The historical context and current state of S&P 500 market concentration. Diversification strategies for mitigating investment risks asso…
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In this episode, Peter shares his interview from Investipal’s Podcast about all things portfolio construction and investment management. Listen now and learn: How Peter thinks about designing portfolios When to think about deviating from an index strategy Novel ways to remove bias from a portfolio decision Visit www.TheLongTermInvestor.com for show…
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In today’s episode, we're diving into the exciting world of pickleball with our special guest, David Silberman! We kick things off by spotlighting some of the biggest celebrities who have caught the pickleball bug, ranging from pop icons to elite athletes. Then, we delve into David's personal passion for the game and its unique connection to his wo…
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When it comes to the disciplined approach of portfolio rebalancing, investors often find themselves in a conundrum, particularly with the necessity of realizing capital gains. This episode explores the tradeoff between maintaining a strategic, long-term asset allocation versus a higher tax bill. Listen now and learn: Why many investors might soon n…
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In this episode of #CreditChat Live, we welcome Jeff Richardson from VantageScore and Rod Griffin from Experian who share their expertise on student loans, answering frequently asked questions! We cover a range of topics including misconceptions about student loans, repayment options since the ending of the forbearance period, and advice for mainta…
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Join Katie, Cort, and Cam this week as we celebrate Pi Day (3.14)! In this delicious episode, the team starts with The List of the most popular pies in America. Then, we'll serve you the history of Pi Day and its significance in math, pop culture, and business marketing. In this annual celebration of the mathematical constant, we round out the epis…
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Manisha Thakor, author of MoneyZen: The Secret to Finding Your “Enough,” joins the show to share practical steps to embrace a life of “enough.” Listen now and learn: Strategies to resist societal pressures that equate success with perpetual accumulation. Ways to recognize when you have enough and how this realization can transform your approach to …
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Get ready for the glitz and glamour of Hollywood's biggest night as we dive into all things Academy Awards on this week's episode of BullCast! Join us for an exciting discussion as we predict the winners, dissect the inevitable snubs, and share intriguing tidbits about the Oscars and its iconic trophy. It's a star-studded episode filled with predic…
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In this episode, we delve into the heart of Nvidia’s recent surge and why it's not the missed opportunity it might seem. Listen now and learn: Nvidia’s role in the AI and tech boom Strategies to overcome feeling like you "missed an investment opportunity" Why you do not need to chase "hot stocks" to be a successful investor Visit www.TheLongTermInv…
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In this week's BullCast episode, we delve into an emerging concept known as Money Dysmorphia, a term that mirrors body dysmorphia but shifts the focus from physical attributes to one's financial status. Our discussion kicks off with movies that epitomize the modern struggle of "keeping up with the Joneses," setting the stage for today's understandi…
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In this episode, we’re joined by Christine Benz, Director of Personal Finance at Morningstar, who shares fascinating insights from her latest co-authored paper: "The State of Retirement Income 2023." Listen now and learn: Motivations for safe withdrawal rate research Nuances of the 4% withdrawal rule Implications of today’s environment for retireme…
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In this episode of #CreditChat Live, Brian Stack, VP of Engineering & Dark Web Intelligence at Experian Consumer Services gives us insights on the dark web, social engineering, and identity theft awareness. He discusses digital threats such as email and phone spoofing, offers tips on password management, and more to stay up to date with our rapidly…
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Join Cort and Cam on this week’s boys-only episode as they dive into the world of Super Bowl commercials. In the show, they’ll break down their favorite ads of all time, then look at the cost of airing commercials during the big game. Whether it be emotional ads that pluck the heart strings, or Facebook taking full advantage of your device’s cookie…
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You need money for everything, but money isn’t everything. That’s why there are a number of non- financial reasons you ought to embrace financial planning. Listen now and learn: How blueprinting your life goes beyond a budget How financial planning can strengthen your bond with loved ones How a financial plan turns time from a fleeting resource int…
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Get ready to immerse yourself in the spirit of celebration! In this week's edition of BullCast, we're diving into the vibrant world of Mardi Gras. Katie is a proud member of the Krewe of Orpheus, a group with roots traced back to 1993 and founded by none other than the legendary Harry Connick Jr. We kick things off by highlighting the Celebrity Mon…
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The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies. Listen now and learn: Key strategies for deferred compensation plans Advanced strategies for exercising stock options The important nuances of establishing a 10b5-1 plan Be sure …
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In this episode of #CreditChat Live, join Destiny White and co-host Christina Roman as they discuss the important topic of domestic violence and financial abuse in a relationship with special guest Kim Pentico from the National Network to End Domestic Violence. Tune in as they shed light on the challenges faced by survivors, share valuable resource…
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Love is in the air this February, and what could be more romantic than sharing a candle-lit dinner with your special someone to dive into the world of finances? Join us in this week's episode as the team explores the art of having crucial financial discussions with your partner. We kick things off by swooning over the best love songs to set the moo…
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Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into comprehensive financial planning strategies. Listen now and learn: The essential considerations and tax implications for incorporating equity compensation into your financial plan Unique risks faced by emplo…
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Indulge your sweet tooth as the Cookie Monster takes a delightful detour to BullCast in this week's episode! Get ready for a sugary sweet escapade as we crumble into the world of internet cookies. But before we dive into the digital dough, it's Girl Scout Cookie season – so we'll start with a tasty lineup of the best-selling treats! We'll then do-s…
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Peter provides a data-driven analysis of what investing in stocks at an all-time high means for investors today. Listen now and learn: The significance of all-time highs in the stock market How current dynamics fit into the natural growth cycle of the market Insights into balancing risk and opportunities that lead to confident investment decisions …
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In this week's episode of BullCast, join us for a captivating conversation with Maggie Rockett, Mortgage Loan Originator at First Horizon and, more importantly, Cam's sister! The Spann siblings take the reins of BullCast to delve into the housing challenges confronting Millennials and Gen Z in contrast to Boomers. The episode kicks off with a fasci…
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In this episode of #CreditChatLive, join host Destiny White and her guests Rod Griffin from Experian and Bruce McClary from the National Foundation for Credit Counseling, as they delve into the topic of financial trauma and its impact on your financial health. Using insights from a survey conducted by Experian, they discuss the factors that lead to…
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Callie Cox, an acclaimed investment analyst, shares her expertise on navigating the complexities of the financial world in 2024. Tune in for an enlightening discussion that blends technical analysis with practical advice for both seasoned and aspiring investors. Listen and learn: What sparked the year-end rally and what to expect in 2024 Key insigh…
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Explore the intriguing world of #GirlMath on TikTok with our latest episode of BullCast! From sharing our favorite girl boss anthems to delving into the intricacies of this viral trend, we unpack real-life examples, unofficial rules, and the financial implications. With over a billion views, this phenomenon is more than just a social media trend – …
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This episode explores the groundbreaking approval of spot price bitcoin ETFs by the SEC. Understand the impact of this development on investors Listen now and learn: How spot price bitcoin ETFs differ from previous bitcoin ETF products The nuances of popular bitcoin investment theses Important questions to ask prior to investing in bitcoin Visit ww…
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Our thoughts are energy, and the way we think about our lives really matters! In this episode, Stephanie Hessler returns to the podcast to talk about all things energy, vibrations, and manifestation. She explains why these concepts are so important for finding purpose, achieving your goals, and even building wealth, and she shares practical steps y…
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Have you ever found yourself daydreaming about what you'd do if you hit the jackpot and won the lottery? Whether it's paying off your mortgage or jetting off to a tropical paradise, we all indulge in these fantasies. But could the reality be too good to be true? Tune in to the latest episode of BullCast to find out! We kick things off with a rundow…
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Start 2024 on a high note in this episode of Experian's #CreditChat Live podcast! Join co-hosts Destiny White and Christina Roman as they converse with Chellie Campbell, a former actress turned entrepreneur and bestselling author, about setting positive money goals for the new year. Gain insights on the power of positivity, the role of affirmations…
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This episode features a deep conversation with renowned author and coach Brad Stulberg, exploring the intricate dynamics of mastering change in both personal and professional spheres. Drawing from Stulberg’s latest book, “Masters of Change: How to Excel When Everything is Changing – Including You,” they delve into the science behind change and how …
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Are you thinking about buying a house in 2024? This episode is for you! Kimberlee talks with top performing mortgage broker Shawn Kaplan about the state of the real estate market and the most important pieces of information for prospective homebuyers this year. Shawn also shares tips for current homeowners and provides helpful context about interes…
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Join us for a lively discussion on the joys and reflections of turning 50 as we embark on the journey into the new year! In this episode, we explore the significance of this milestone, from sending kids off to college to becoming grandparents and achieving mortgage freedom. We kick off with a fascinating list of actors and actresses who found succe…
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In this episode, we explore setting financial goals that transcend mere numbers. Listen now and learn: Why most money goals aren’t aligned with holistic wealth How to set meaningful financial goals Ways to align your spending with those goals Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.…
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Whether you’re brand new to the workforce or you’ve been working for years, you won’t want to miss this episode with Lauren McGoodwin, CEO of Career Contessa! Lauren has dedicated her own career to empowering other women with educational content, coaching resources, salary transparency, and more. In this episode, she joins Kimberlee to answer some …
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The new year is upon us and boy did 2023 come and go! Join Katie, Cort, and Cam as they reflect on their accomplishments this year, and look ahead to what 2024 might bring. In the show, we'll start with a fan fav, X Nuggs, as we read funny and relatable tweets about new year's resolutions. Then, We'll break down BullCast's highs and lows of the yea…
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In this episode of #CreditChatLive, we discuss cybersecurity and identity theft awareness, which is particularly relevant during the holiday season due to increased online activity and cybercrimes. We are joined by Eva Velasquez, President and CEO of the Identity Theft Resource Center, a renowned expert in her field. We'll explore common and emergi…
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This is the sixth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. As you retire and transition from saving to spending, there are several unique planning opportunities and ch…
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How do you know when it’s time for divorce? Kate Anthony knows firsthand how hard it can be to make that decision, so she’s helping countless women answer the age-old question: “Should I stay or should I go?” In this episode, Kimberlee talks with Kate about the reasons why women may struggle to end a marriage, and Kate shares her top tips for decid…
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