The Bull and Bear Show
156 episodes - English - Latest episode: 27 days ago - ★★★★★ - 2 ratingsSmall changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Episodes
Get Ready For Rainy Days
March 30, 2024 05:00 - 70 MBDuring this show, we’re going to discuss essential steps that can provide rainy day financial protection.
The 3 Essential Phases of Retirement Planning
March 23, 2024 05:00 - 70 MBDuring this show, we’ll discuss retirement steps to take when you’re 10 years, five years, and one year from retirement.
Three Essential Retirement Phases
March 23, 2024 05:00 - 70 MBDuring this show, we’ll discuss retirement steps to take when you’re 10 years, five years, and one year from retirement.
Preparing for RMDs
March 16, 2024 05:00 - 70 MBOn this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.
What the New Generation Retirement System Can Do For You
March 09, 2024 06:00 - 70 MBDuring this show, we’re going to break down the New Generation Retirement system and how it can provide value and guidance on the road to retirement.
What The 2024 Elections Means For Your Finances
February 17, 2024 06:00 - 70 MBDuring today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
A Guide To Roth IRAs and Roth IRA Conversions
February 10, 2024 06:00 - 70 MBDuring this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.
Generational Vault And Enhanced Planning: A Powerful Combo
February 03, 2024 06:00 - 70 MBWe discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.
Live from the Financial Summit in Nashville - Why Do you Need a Financial Advisor?
January 27, 2024 06:00 - 70 MBWe are coming to you from Nashville Tennessee this week! Feeling lost in the financial maze? Ditch the stress and unlock your wealth potential. This show explores how a financial advisor can be your secret weapon in reaching your financial dreams.
Simple But Powerful Financial Steps
January 20, 2024 06:00 - 70 MBOn this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.
Women’s Retirement Planning Needs
January 13, 2024 06:00 - 70 MBDuring this episode, we’ll examine and discuss retirement steps that are unique to women.
Year End Financial Tune Up
December 16, 2023 06:00 - 70 MBDuring this episode, we’re going to examine some potential end of year financial to do’s.
The 2024 Retirement Picture
December 09, 2023 06:00 - 70 MBDuring this episode, we’re going to discuss some of the economic factors and changes coming in 2024.
Market Update with Michael Binger
December 02, 2023 06:00 - 70 MBIn this episode we welcome special guest Michael Binger, president of Gradient Investments. We discuss what happened with investments, stocks and the markets this year and then look at the forecast for next year, as well as your options for a balanced portfolio and ways to possibly minimize your risk.
Year-End Tax and Strategy Steps
November 18, 2023 06:00 - 70 MBOn this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.
How Does Tax Free Income Sound to You?
November 11, 2023 06:00 - 70 MBIn this episode we talk about options to minimize your tax burden and tax free options for income in retirement.
Don’t Let Your Retirement Become A Horror Story
November 04, 2023 05:00 - 70 MBDuring this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.
Leave No Social Security Stone Unturned
October 28, 2023 05:00 - 70 MBDuring this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.
Strategies for Transferring Your Wealth to Your Kids
October 21, 2023 05:00 - 70 MBDuring this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.
Frightful Financial Mistakes
October 07, 2023 05:00 - 70 MBDuring this episode, we’ll have a little Halloween-themed fun while discussing common financial mistakes and how to avoid them.
How Much Do I Really Need To Retire?
September 30, 2023 05:00 - 70 MBDuring this episode, we’re going to discuss how much you may need to have saved as you approach your planned retirement age.
Inflation and Wealth Planning
September 16, 2023 05:00 - 70 MBIn this episode we talk more about the financial planning aspect of interest rates and inflation, as well as possible ways to help improve your retirement plan.
Wiping Out Debt Before You Retire
September 02, 2023 05:00 - 70 MBDuring this episode, we’re going to discuss some of the steps you can take to get out of debt.
How Your Retirement Will Be Taxed
August 26, 2023 05:00 - 70.1 MBDuring this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.
Key Retirement Steps for Women
August 19, 2023 05:00 - 70 MBDuring this episode, we’re going to discuss key financial steps designed specifically for women.
Are Annuities Right for You?
August 12, 2023 05:00 - 70 MBIn this episode we talk what annuities are, there benefits and drawback, and whether they may be a good fit for your financial strategy.
Retirement Steps During Three Key Phases
August 05, 2023 05:00 - 70 MBDuring this show, we’re going to discuss retirement steps you may want to take when you’re at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.
A Beginner’s Guide to Inflation
July 29, 2023 05:00 - 70 MBIn this episode, we’re going to take a closer look at inflation; what it is, how it happens, what can be done to control it and how it affects consumers.
Harnessing the Power of Social Security
July 22, 2023 05:00 - 70 MBDuring this episode, we’ll discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.
Annuities? Here’s what you should know
July 15, 2023 05:00 - 70 MBDuring this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.
A Retirement Reality Check
July 01, 2023 05:00 - 70 MBDuring this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire. We’ll conclude the show by looking at wealth plans.
The Future of Retirement
June 17, 2023 05:00 - 70 MBOn this show, we’re going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.
What to Know Before You Retire
June 03, 2023 05:00 - 70 MBDuring this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.
Keep It Local!
May 27, 2023 05:00 - 70 MBIn this episode we welcome special guest Donnie Chaffin of Jackie Cooper Tint and Electronics to talk about local business and more.
Special Guest Jake Merrick of 96.9 FM
May 20, 2023 05:00 - 67.8 MBIn this episode we welcome special guest Jake Merrick of the Jake Merrick Show on 96.9 FM. We discuss the oil industry and other hot topics in Oklahoma.
Current Financial News and Social Security
May 13, 2023 05:00 - 70 MBThere's a lot happening in the world of finance right now that can affect your bottom line and your retirement accounts. In this episode we talk about what you need to be aware of.
Financial Steps for Every Part of the Game
May 06, 2023 05:00 - 70 MBIn this show we look at financial steps for those who are in the last inning or two of their careers as well as for those who are still financial rookies.
Social Security Strategies
April 29, 2023 05:00 - 70 MBDuring this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.
Key steps at 50 and 65
April 08, 2023 05:00 - 70 MBIn this show, we highlight some of the financial resources available to people when they turn 50 and 65.
Looking to Retire Early?
April 01, 2023 05:00 - 70 MBDuring this show, we’re going to highlight and discuss some of the lesser known elements of retiring early.
Tax Breaks for Those 50 and Older
March 25, 2023 05:00 - 70 MBDuring this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.
Maintain Family Harmony with Enhanced Planning
March 18, 2023 05:00 - 70 MBDuring this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.
How to save on retirement withdrawals
March 04, 2023 06:00 - 70 MBDuring this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.
Is the FIRE strategy right for you?
February 25, 2023 06:00 - 70 MBThis week we examine the FIRE, or Financial Independence, Retire Early, movement as well as how you can stay active during retirement.
Which Retirement Plan is Right for You?
February 18, 2023 06:00 - 70 MBMichael and Tony go over a few different retirement options and how choosing one may better fit your lifestyle over another.
What to do in a Bear Market
February 11, 2023 06:00 - 70 MBDuring today’s episode we’re going to discuss what a bear market is and what you can do to help deal with a down market.
Retirement Tips for 2023
January 28, 2023 06:00 - 70 MBDuring this episode, we’re going to discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.
Financial Risk & Las Vegas
January 21, 2023 06:00 - 70 MBIn this episode we record live in Las Vegas, and what a better place to talk about financial risk. We talk about having a long-term financial plan and strategies to achieve that plan.
How to Tackle Your Debt
January 14, 2023 06:00 - 70 MBDuring this episode, we’re going to shine a light on some of the steps you can take to get out of debt.
What you need to know about long-term care
December 17, 2022 06:00 - 70 MBDuring this episode, we’re going to take a deep dive into long-term care insurance — what it is, how important it is, and what it may cost.