The Bull and Bear Show
160 episodes - English - Latest episode: 2 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
Breaking down the Biden tax plan
May 01, 2021 05:00We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.
Should I Buy a House?
April 17, 2021 05:00During this episode, we’re going to discuss the benefits of buying a home, the benefits of not buying a home, and the benefits of being a long-term renter.
Surprising Retirement Facts You Probably Don’t Know
April 10, 2021 05:00During this episode, we’re going to illuminate some potentially surprising facts and figures about retirement. And, to make things a little more fun, we’re going to intersperse some fascinating facts about some of our most beloved movies.
Questions to Ask When Choosing a Financial Services Professional
April 03, 2021 05:00During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
Are You Retiring Soon?
March 13, 2021 06:00During today’s episode, we’re going to analyze what steps you should take if 2021 (or a year shortly thereafter) is your year to retire.
Are You Ready for Tax Season?
March 06, 2021 06:00During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.
Financial Steps in Three Stages
February 27, 2021 06:00During this episode, we discuss smart financial decisions during three critical chapters of your life: your 20s and 30s, your 50s, and during your retirement.
Understanding 401(k)s
February 06, 2021 06:00During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).
Financial New Year’s Resolutions
January 24, 2021 06:00During today’s episode, we’re going to discuss financial new year’s resolutions that may help you enjoy more financial security in 2021, along with a fun twist at the end of the show.
Position Your Finances for 2021
January 09, 2021 06:00During today’s episode, we’re going to look at ways you can adjust your financial strategy and strategies to make 2021 a great year. In the final segment, we’ll discuss what snowbirds need to do before they head off for warmer climates.
The Benefits of Life Insurance
December 20, 2020 06:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
How to Get Over Your Retirement Fears
December 13, 2020 06:00During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome. In the final segment, we’ll discuss how you can develop a savings target for retirement.
When to Stop Saving for Retirement
December 06, 2020 06:00During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.
When to Wait Until Black Friday
November 22, 2020 06:00During this episode, we’ll discuss how you may be able to use Black Friday to your advantage when it comes to buying big-ticket items and holiday gifts. We’ll also examine ways you can better prepare your finances for the holidays.
Mastering the Last Five Years
November 15, 2020 06:00During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.
Planning Your Legacy
November 07, 2020 06:00Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.
Tricks to Fix Your Finances
October 24, 2020 05:00During this episode, we’re going to discuss the ways you can make some small but powerful changes to your financial habits. Combining a few of these steps could have a profound impact on your finances.
Retirement Strategy After a Divorce
September 26, 2020 05:00During this show, we’ll be discussing developing a strategy for retirement after a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that could make a big difference when it comes to your financial well-being.
What Retirement Savings Tools Should You Consider?
September 19, 2020 05:00During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are otherwise self-employed.
Working With an Advisor, What to Expect
August 29, 2020 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
What You Need to Know About Annuities
August 15, 2020 05:00During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.
Don’t Neglect Legacy Planning
June 27, 2020 05:00For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision.
Don’t Fall for Financial Myths
June 20, 2020 05:00Many people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.
Protect Your Retirement in the COVID-19 Economy
May 09, 2020 05:00In times of tremendous economic upheaval, you can take steps to tighten your budget and reduce your monthly bills. At the same time, there are also measures you can take right now to better protect your retirement.
Take the Time to Get Your Finances in Order
April 11, 2020 05:00With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.
What to Do Instead of Worrying about COVID-19
April 04, 2020 05:00The coronavirus disease has dominated the news cycle for the past few weeks and it’s not going away. Instead of letting that get you down, here are some things you can do to respond and prepare your retirement strategy.
Coronavirus and The Market
March 28, 2020 05:00It's a strange new world out there with the Coronavirus threat and in this episode Michael looks at the effect on the markets and how do deal with the volatility.
Tax Time Is Here Again
March 07, 2020 06:00Tax season is a time of year when everyone is thinking about their finances. You can use it to help you make better decisions, not just this year but into the future.
Measuring Your Reaction to Market Volatility
February 08, 2020 06:00Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?
All About 401(k) Rollovers
January 18, 2020 06:00What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).
Questions about a Phased Retirement
December 21, 2019 06:00A podcast examining the disconnects between workers and employers when it comes to phased retirement options. How long do workers expect to work? Do companies have programs in place to help workers transition into retirement and also avoid internal transitional chaos?
Money Management Tips
December 07, 2019 06:00This episode looks at some ways to improve your efficiency and make the most of the time you spend managing your money. Most of us want to be better at managing our money. But it can feel like a time-consuming effort. Budgeting, credit monitoring and more all take time.
The Danger of Financial Assumptions
November 23, 2019 06:00It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.
Smishing and Wishing
November 09, 2019 06:00Smishing is a new challenge and attack on your financial information. Wishing without action can be a challenge and detriment to your financial future. This episode looks at each of these and provides some potential actions you may take to keep your financial future secure.
The Basics of Investing
November 02, 2019 05:00In this episode Michael gives us the basics of investing and how to make smart and wise investment decisions based on your personal needs and situation.
Is Your Retirement Prepared for a Bear Market
October 19, 2019 05:00Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.
Mistakes and Questions
October 12, 2019 05:00401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(b) and how is it different?! This episode examines the ins and outs of 401(k)s.
Financial Review and Analysis Tools
October 05, 2019 05:00Every project requires the correct tools. When building your financial future, you need the right tools to evaluate and analysis your strategy. This episode examines some potential options.
Tips for the Unprepared Retiree
September 14, 2019 05:00Not everyone is prepared for retirement. How will you make up the difference? Do you have a plan? This episode looks at potential options, tips and tricks to address being unprepared.
Life Insurance Basics and Options
August 24, 2019 05:00What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy?
Protect Your Financial Data
August 17, 2019 05:00Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?
Is Your Retirement Good Enough?
August 03, 2019 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Managing Your IRA
July 27, 2019 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Millennials and Retirement
July 20, 2019 05:00How do millennials feel about retirement? What are some of their perceptions? How prepared are they for retirement?
Creating a Retirement Plan
June 29, 2019 05:00Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation
Avoid Phone Scams/What are Tariffs?
June 22, 2019 05:00This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?
Feelings and Finances
June 08, 2019 05:00This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.
Is Your Retirement Prepared for a Bear Market
May 25, 2019 05:00Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.
The Cost of Financial Procrastination
May 04, 2019 05:00This episode examines some of the biggest dangers of putting off creating a financial strategy for retirement, including budgeting, long-term care and sharing your financial story with your beneficiaries.
The Seven Deadly Sins of Retirement Planning
April 27, 2019 05:00This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.