Shows
The Bull and Bear ShowWhat about Gen X?During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.2025-04-2600 minThe Bull and Bear ShowHow to Handle VolatilityIn this episode we look at the market volatility and how you can have a plan to deal with it.2025-04-1900 minThe Bull and Bear ShowSocial Security in 2025During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.2025-04-1200 minThe Bull and Bear ShowThe ABC's of InvestingIn this episode, we demystify the world of investing by exploring the dos and don'ts. We'll cover everything from initial consultations and risk assessments to portfolio construction and ongoing management, providing a clear roadmap for anyone seeking expert guidance. Don't let your emotions affect your financial decisions!2025-04-0500 minThe Bull and Bear ShowYour Retirement TargetsDuring this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.2025-03-2900 minThe Bull and Bear ShowRetirement: How do you know if you’re ready?During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.2025-03-1500 minThe Bull and Bear ShowTaxes and Your RetirementIn this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.2025-03-0100 minThe Bull and Bear ShowTariffs and the FutureIn this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.2025-02-2200 minThe Bull and Bear ShowSocial Security in 2025During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.2025-01-1800 minThe Bull and Bear ShowFinancial Resolutions for the New YearIn this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.2025-01-1100 minThe Bull and Bear ShowAdd These to Your Anti-Bucket ListOn this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.2024-12-1400 minThe Bull and Bear ShowYour Retirement Planning AgesOn this show, we’ll look at how younger workers feel about retirement, and we’ll then discuss retirement prep at different ages.2024-12-0700 minThe Bull and Bear ShowReducing Taxes on Retirement WithdrawalsDuring this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.2024-11-2300 minThe Bull and Bear ShowWhat does the Fed’s rate cut mean for you?During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.2024-11-1600 minThe Bull and Bear ShowPreserve Your Retirement SavingsIn this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.2024-11-0200 minThe Bull and Bear ShowWhat’s scarier, death or retirement?During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.2024-09-2800 minThe Bull and Bear ShowRollover or Stay Put?Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.2024-09-2100 minThe Bull and Bear ShowAvoiding Retirement RegretsIn this episode, we'll delve into the common retirement regrets people experience and provide practical strategies to avoid them. Discover how to set realistic financial goals, diversify your investments, and plan for unexpected expenses to ensure a fulfilling and worry-free retirement.2024-09-1400 minThe Bull and Bear ShowDon't End Up with These Retirement RegretsRetirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.2024-08-3100 minThe Bull and Bear ShowPreparing Your Finances for FallAs the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.2024-08-2400 minThe Bull and Bear ShowTargeting Age 95During this show, we’ll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.2024-08-1700 minThe Bull and Bear ShowSocial Security Steps for CouplesDuring this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.2024-08-0300 minThe Bull and Bear ShowYour Retirement ChecklistDuring this episode, we’re going to highlight the steps you should take each year as part of your 10-year retirement checklist.2024-07-2700 minThe Bull and Bear ShowYour Retirement Magic NumberOn this show, we’ll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.2024-07-2000 minThe Bull and Bear ShowTaxes may rise soon, here’s what to do…During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.2024-06-2900 minThe Bull and Bear ShowBuilding a Resilient 401(K) StrategyIn this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.2024-06-1500 minThe Bull and Bear ShowSocial Security survivor benefits 101During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.2024-06-0800 minThe Bull and Bear ShowRetirement Success On Every HorizonDuring this show, we’ll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.2024-06-0100 minThe Bull and Bear ShowRetirement Expenses Are Waiting. Are You Ready?During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.2024-05-1100 minThe Bull and Bear ShowThe Silver TsunamiDuring this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.2024-05-0400 minThe Bull and Bear ShowWhat To Do If You’re Named An ExecutorDuring this episode, we’ll discuss some of the things you should do if you become the executor of an estate.2024-04-2000 minThe Bull and Bear ShowThe Long and Winding Financial RoadIn this episode Michael gives us the story of his own personal and financial journey with it's valuable lessons to help all of us on the road to financial freedom.2024-04-1300 minThe Bull and Bear ShowGet Ready For Rainy DaysDuring this show, we’re going to discuss essential steps that can provide rainy day financial protection.2024-03-3000 minThe Bull and Bear ShowThe 3 Essential Phases of Retirement PlanningDuring this show, we’ll discuss retirement steps to take when you’re 10 years, five years, and one year from retirement.2024-03-2300 minThe Bull and Bear ShowPreparing for RMDsOn 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.2024-03-1600 minThe Bull and Bear ShowWhat the New Generation Retirement System Can Do For YouDuring 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.2024-03-0900 minThe Bull and Bear ShowWhat The 2024 Election Means for Your FinancesDuring 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.2024-02-1700 minThe Bull and Bear ShowA Guide To Roth IRAs and Roth IRA ConversionsDuring this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.2024-02-1000 minThe Bull and Bear ShowGenerational Vault And Enhanced Planning: A Powerful ComboWe 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.2024-02-0300 minThe Bull and Bear ShowLive from the Financial Summit in Nashville - Why Do you Need a Financial Advisor?We 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.2024-01-2700 minThe Bull and Bear ShowSimple But Powerful Financial StepsOn this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.2024-01-2000 minThe Bull and Bear ShowWomen’s Retirement Planning NeedsDuring this episode, we’ll examine and discuss retirement steps that are unique to women.2024-01-1300 minThe Bull and Bear ShowYear End Financial Tune UpDuring this episode, we’re going to examine some potential end of year financial to do’s.2023-12-1600 minThe Bull and Bear ShowThe 2024 Retirement PictureDuring this episode, we’re going to discuss some of the economic factors and changes coming in 2024.2023-12-0900 minThe Bull and Bear ShowMarket Update with Michael BingerIn 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.2023-12-0200 minThe Bull and Bear ShowYear-End Tax and Strategy StepsOn this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.2023-11-1800 minThe Bull and Bear ShowHow Does Tax Free Income Sound to You?In this episode we talk about options to minimize your tax burden and tax free options for income in retirement.2023-11-1100 minThe Bull and Bear ShowDon’t Let Your Retirement Become A Horror StoryDuring this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.2023-11-0400 minThe Bull and Bear ShowLeave No Social Security Stone UnturnedDuring this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.2023-10-2800 minThe Bull and Bear ShowStrategies for Transferring Your Wealth to Your KidsDuring this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.2023-10-2100 minThe Bull and Bear ShowFrightful Financial MistakesDuring this episode, we’ll have a little Halloween-themed fun while discussing common financial mistakes and how to avoid them.2023-10-0700 minThe Bull and Bear ShowHow Much Do I Really Need To Retire?During this episode, we’re going to discuss how much you may need to have saved as you approach your planned retirement age.2023-09-3000 minThe Bull and Bear ShowInflation and Wealth PlanningIn 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.2023-09-1600 minThe Bull and Bear ShowWiping Out Debt Before You RetireDuring this episode, we’re going to discuss some of the steps you can take to get out of debt.2023-09-0200 minThe Bull and Bear ShowHow Your Retirement Will Be TaxedDuring this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.2023-08-2600 minThe Bull and Bear ShowKey Retirement Steps for WomenDuring this episode, we’re going to discuss key financial steps designed specifically for women.2023-08-1900 minThe Bull and Bear ShowAre Annuities Right for You?In this episode we talk what annuities are, there benefits and drawback, and whether they may be a good fit for your financial strategy.2023-08-1200 minThe Bull and Bear ShowRetirement Steps During Three Key PhasesDuring 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.2023-08-0500 minThe Bull and Bear ShowA Beginner’s Guide to InflationIn 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.2023-07-2900 minThe Bull and Bear ShowHarnessing the Power of Social SecurityDuring 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.2023-07-2200 minThe Bull and Bear ShowAnnuities? Here’s what you should knowDuring this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.2023-07-1500 minThe Bull and Bear ShowA Retirement Reality CheckDuring 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.2023-07-0100 minThe Bull and Bear ShowThe Future of RetirementOn 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.2023-06-1700 minThe Bull and Bear ShowWhat to Know Before You RetireDuring this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.2023-06-0300 minThe Bull and Bear ShowKeep It Local!In this episode we welcome special guest Donnie Chaffin of Jackie Cooper Tint and Electronics to talk about local business and more.2023-05-2700 minThe Bull and Bear ShowSpecial Guest Jake Merrick of 96.9 FMIn 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.2023-05-2000 minThe Bull and Bear ShowCurrent Financial News and Social SecurityThere'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.2023-05-1300 minThe Bull and Bear ShowFinancial Steps for Every Part of the GameIn 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.2023-05-0600 minThe Bull and Bear ShowSocial Security StrategiesDuring this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.2023-04-2900 minThe Bull and Bear ShowKey steps at 50 and 65In this show, we highlight some of the financial resources available to people when they turn 50 and 65.2023-04-0800 minThe Bull and Bear ShowLooking to Retire Early?During this show, we’re going to highlight and discuss some of the lesser known elements of retiring early.2023-04-0100 minThe Bull and Bear ShowTax Breaks for Those 50 and OlderDuring 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.2023-03-2500 minThe Bull and Bear ShowMaintain Family Harmony with Enhanced PlanningDuring 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.2023-03-1800 minThe Bull and Bear ShowHow to save on retirement withdrawalsDuring this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.2023-03-0400 minThe Bull and Bear ShowIs the FIRE strategy right for you?This week we examine the FIRE, or Financial Independence, Retire Early, movement as well as how you can stay active during retirement.2023-02-2500 minThe Bull and Bear ShowWhich Retirement Plan is Right for You?Michael and Tony go over a few different retirement options and how choosing one may better fit your lifestyle over another.2023-02-1800 minThe Bull and Bear ShowWhat to do in a Bear MarketDuring 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.2023-02-1100 minThe Bull and Bear ShowRetirement Tips for 2023During 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.2023-01-2800 minThe Bull and Bear ShowFinancial Risk & Las VegasIn 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.2023-01-2100 minThe Bull and Bear ShowHow to Tackle Your DebtDuring this episode, we’re going to shine a light on some of the steps you can take to get out of debt.2023-01-1400 minThe Bull and Bear ShowWhat you need to know about long-term careDuring 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.2022-12-1700 minThe Bull and Bear ShowYear End To Do ListDuring this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.2022-12-1000 minThe Bull and Bear ShowBuilding Retirement WealthHow do you save for retirement? How can you make sure you are taking advantage of all your options? We talk about these things and more during this episode.2022-12-0300 minThe Bull and Bear ShowDo you need a 401(k) tune up?During this episode, we’re going to discuss two essential 401(k) issues: the importance of vesting and steps you can take to max your 401(k) out.2022-11-1200 minThe Bull and Bear ShowGhoulish financial mistakes that can make your future scarierDuring this ghoulishly glorious episode, we’ll thrill you and chill you with spookily fun information about financial mistakes that could turn your strategy into a haunted house.2022-10-2900 minThe Bull and Bear ShowInvesting 101Are your investments truly balanced and diversified? What do you do when markets and bonds are down? We talk about possible solutions to these and other investment issues.2022-10-2200 minThe Bull and Bear ShowTips for a Happy RetirementWhat you need to know to help you have a truly happy retirement.2022-10-1500 minThe Bull and Bear ShowThese assets are key for a happy retirementDuring today’s episode, we’re going to take a closer look at some of the lesser discussed elements that are essential to a happy and fulfilling retirement.2022-10-0100 minThe Bull and Bear ShowWhat the Inflation Reduction Act means for youDuring this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.2022-09-2400 minThe Bull and Bear ShowDon’t overlook these critical planning stepsDuring this episode, we’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.2022-09-1700 minThe Bull and Bear ShowFive types of insurance you should considerDuring this show, we’ll examine the five types of insurance you’ll likely want to include in your financial strategy.2022-08-2000 minThe Bull and Bear ShowHow Do I Know When It’s Time to Retire?During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.2022-08-1300 minThe Bull and Bear ShowHow your retirement may be taxedDuring today’s show, we’re going to take a close look at various types of retirement income and how each of them may be taxed.2022-08-0600 minThe Bull and Bear ShowAre annuities right for youDuring this episode, we’ll look at what annuities are, there plusses and minuses, and whether they’re a good fit for your financial strategy.2022-07-2300 minThe Bull and Bear ShowHow to Handle a Bear MarketThe possibility of a coming bear market has been in the news a lot lately, so during today’s episode we’re going to discuss what a bear market is and what you can do to help prepare yourself — and your assets — for one.2022-07-0200 minThe Bull and Bear ShowThe Economy and Your FinancesFrom rising inflation and interest rates to market volatility and rumors of recession, Michael tackles the tough financial landscape with insights and strategies.2022-06-0400 minThe Bull and Bear ShowTall Ships and Small ShipsIn this episode Michael talks about coming up with a financial plan to fit your specific needs2022-02-1200 minThe Bull and Bear ShowYour Next Year of FinancesIn this episode Michael talks about how to plan ahead for the next year with your finances.2022-01-1500 minThe Bull and Bear ShowCoronavirus and The MarketIt'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.2020-03-2800 minThe Bull and Bear ShowThe Basics of InvestingIn 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.2019-11-0200 min