Personal finance made simple.
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About the Show
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 is an award-winning independent firm dedicated to empowering your dreams. We bring the resources of Wall Street to Main Street, creating a plan for you that is personal, relevant, and achievable.
Meet Your Hosts
Katie Pickler and Cort Winsett are co-workers, pop-culture nerds, and both looking to make personal finance more accessible. Join them as they engage in interesting finance-related topics in fun, candid, and oftentimes hilarious ways.
Katie Pickler
Financial Advisor by day and event planner by night, Katie wears many hats… and costumes. On any given day, you will find her binging the latest TV show, sporting fancy heels, quoting an obscure movie, or throwing a themed-out party. Katie is obsessed with Halloween and Amazon Prime, and her happy place is supporting her friends, giving to local causes, cheering on the Dallas Cowboys, and helping clients discover financial solutions. She’ll find any excuse to look the part and go over the top with the little details. She’s currently working on her 27 Dresses status, and she lives by the creed “every occasion deserves a well thought out outfit.”
Cort Winsett
It’s time for Cort and Katie to talk of many things: of shoes, and ships, and sealing-wax, of cabbages and kings… at least those things might come up. You never know what random quote or obscure factoid might come into Cort’s head. Business and law school grad and now working at a financial advisory firm, Cort focuses on giving only that financial information which is fact-based and suitable. Outside of the strictly regulated area that is the main focus of this podcast, though, you can count on him to spew whatever nonsense might come to his mind. Call him pedantic. Call him didactic. Call him cantankerous (please). He doesn’t care. Just don’t call him Shirley.
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