https://www.bullbearchair.com https://financially-tuned.s3.us-east-2.amazonaws.com/public/YKZtZLfbYYd6sZAwymVz7s8lJCChpVH6WhSpKd1Q.png https://www.bullbearchair.com en-us Wed, 28 May 2025 20:11:45 +0000 Nate and Brian Lucius no Gradient Financial Group, LLCsocial,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,servicesThe brothers Lucius — members of the leadership team at Gradient Financial Group — discuss some things they're bullish and bearish on. You never know who might join them to talk about life, sports, business, and (from time to time) a little bit of finance.Are we bullish, bearish, or somewhere in between? Tune in to find outradio@gradientps.comNate and Brian Lucius Thu, 08 Jun 2023 00:00:00 +0000 episode-5879 no Nate Lucius full Thu, 08 Jun 2023 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)On the latest episode of The Bull, The Bear, and My Brother’s Chair, Joe Biller, the Managing Partner of 3x5 Partners and the co-founder of the Shooting Star Foundation, joins Nate Lucius, Gradient’s President, to describe how his company’s focus on sectors like healthcare and the environment are helping it find success in the venture capital space. Joe also describes his outlook on the current economy and where he thinks it may be headed in the near term. Join Nate and Joe for an engaging and insightful conversation about venture capital’s essential role in growing the global economy.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Thu, 13 Apr 2023 00:00:00 +0000 episode-5666 no Nate Lucius full Thu, 13 Apr 2023 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)On the season premiere of The Bull, The Bear, and My Brother’s Chair, Marty Strong, a celebrated business leader, educator, consultant, and retired Navy SEAL joins Brian Lucius, Gradient’s Chief Distribution Officer to describe how his business experience and military career have provided him with insights that can help you master the art of disruption and propel right past the competition. As Marty explains during the show, it all comes down to your mindset! Join Brian and Marty for an informative and fun conversation about what it takes to bring renewed focus to your career and achieve your ambitions.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 27 Sep 2022 00:00:00 +0000 episode-5062 no Nate Lucius full Tue, 27 Sep 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)On the exciting season finale of The Bull, The Bear, and My Brother’s Chair, Chuck “The Chairman” Lucius, Gradient’s co-founder, joins his son Brian Lucius, Gradient’s Chief Distribution Officer, for an insightful and fascinating conversation about the difference between owning a job and owning a career. And, because it’s Chuck and Brian, you know there are going to be plenty of laughs, too! With nearly a half-century in the industry, Chuck has an incredibly unique perspective on what it takes to be successful — whether you want to own a job or own the company. Join Brian and Chuck for an entertaining and educational conversation about owning a job, owning a career, and where you fit into the industry!social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 16 Aug 2022 00:00:00 +0000 episode-4944 no Nate Lucius full Tue, 16 Aug 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)On a great new episode of The Bull, The Bear, and My Brother’s Chair, Marty Strong, a sought-after business leader and consultant, joins Brian Lucius, Gradient’s Chief Distribution Officer, to discuss how his experience as a Navy SEAL has influenced his business career. With decades of experience behind him, Marty shares the impactful lessons he’s learned as a mentor who focuses on coaching executives to master disruption and develop a visionary mindset. Join Brian and Marty as they discuss how you can change your mindset to better help you achieve your professional goals.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 26 Jul 2022 00:00:00 +0000 episode-4876 no Nate Lucius full Tue, 26 Jul 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)During another exciting episode of The Bull, The Bear, and My Brother’s chair, retired NHL hockey player David Backes and his wife Kelly join Nate Lucius, Gradient’s President, to discuss how their love of animals led them to establish Athletes for Animals while David played for the St. Louis Blues and how today their family’s embrace of a plant-based diet inspired them to open one Stalk and Spade franchise with another franchise on the way. Join Nate, David, and Kelly as they chat about how David and Kelly have used their passion and personal values to make a difference in their communities and to make an exciting entry into the restaurant world.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 12 Jul 2022 00:00:00 +0000 episode-4836 no Nate Lucius full Tue, 12 Jul 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)During a fantastic new episode of The Bull, The Bear, and My Brother’s Chair, Jamie Warden, the Operations Coordinator at Ocean Way Nashville, one of Music City’s best known recording studios, joins Brian Lucius, Gradient’s Chief Distribution Officer, to discuss how embracing disruptive technology can help you build a nimble and growing business. Join Brian and Jamie as they discuss how the emergence of streaming quickly and permanently revolutionized the music industry and how Ocean Way Nashville was able to embrace that revolution to adapt, grow and thrive.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 21 Jun 2022 00:00:00 +0000 episode-4779 no Nate Lucius full Tue, 21 Jun 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)During the latest episode of The Bull, The Bear, and My Brother’s Chair, Beau McGraw, a Minnesota-based attorney, joins Nate Lucius, Gradient’s President, to discuss some of the essential steps of setting up and then protecting a business. Join Nate and Beau as they have an engaging, informative and valuable conversation about some of the critical steps you can take right away to fulfill your dream of starting your own business and then moving forward, the additional steps you can take to ensure that your business is both stable and thriving for years to come.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 07 Jun 2022 00:00:00 +0000 episode-4744 no Nate Lucius full Tue, 07 Jun 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)During a new episode of The Bull, The Bear, and My Brother’s Chair, Steve Nieno, an expert in advanced planning, joins Brian Lucius, Gradient’s Chief Distribution Officer, to highlight what you need to do to build a lasting estate plan. Join Brian and Steve as they have an informative and personal conversation about how building an estate plan — and updating it as needed — is one of the most essential financial moves you can make. And, just as critically, Brian and Steve detail how you don’t need to be wealthy or in possession of significant assets, to need an estate plan.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 10 May 2022 00:00:00 +0000 episode-4653 no Nate Lucius full Tue, 10 May 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)During the latest episode of The Bull, The Bear, and My Brother’s Chair, Nate Lucius, Gradient’s President, and Brian Lucius, Gradient’s Chief Distribution Officer, react to the news of the Fed’s interest rate hike and what it means for you and your financial strategy. Join Brian and Nate as they have a spirited and informative conversation about not only the interest rate hike, but our current bout of inflation, taxes, retirement planning and more. After this episode, you’ll have important new insights into the state of the current economy as well as where it may be headed.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 03 May 2022 00:00:00 +0000 episode-4628 no Nate Lucius full Tue, 03 May 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)During this episode of The Bull, The Bear, and My Brother’s Chair, Mariann Montagne a Portfolio Manager with Gradient Investments and a Chartered Financial Analyst (CFA), describes how the current economy is being affected by inflation, energy production, and the Russia/Ukraine conflict. Join Brian Lucius, Gradient Financial Group’s Chief Distribution Officer, as he and Mariann have a fascinating and engaging conversation about the current economy while also touching on the necessary steps to earn a Chartered Financial Analyst certification.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 12 Apr 2022 00:00:00 +0000 episode-4560 no Nate Lucius full Tue, 12 Apr 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)On this episode of The Bull, The Bear, and my Brother’s Chair, famed mentalist and audience engagement specialist Jonathan Pritchard describes how you can use your communications skills to clearly describe to clients and prospects how your talents and services can improve their financial status and make their lives better. Join Brian Lucius, Gradient Financial Group’s Chief Distribution Officer, as he and Jonathan have a fascinating and fun conversation about how a deeper understanding of the basics of human communication can make a tremendous difference for your business.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 29 Mar 2022 00:00:00 +0000 episode-4506 no Nate Lucius full Tue, 29 Mar 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)On this episode of The Bull, The Bear, and My Brother’s Chair, Patrick O'Shaughnessy and Brian Nation from Keeper’s Heart Whiskey in Minneapolis describe how their focus on building an iconic brand that connects with consumers has helped then enjoy outstanding growth. Join Nate Lucius, Gradient Financial Group’s president, as he enjoys a warm and engaging conversation with Patrick and Brian as they describe how the early days of Keeper’s Heart Whiskey included a vision between cousins and a trip to Ireland to find a master distiller.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 15 Mar 2022 00:00:00 +0000 episode-4460 no Nate Lucius full Tue, 15 Mar 2022 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Anthony Emtman, of Ikigai Asset Management, will share his unique insights into where decentralization, Bitcoin, and cryptocurrency are right now and where he thinks they’re headed in both the short and long-term.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 06 Jul 2021 00:00:00 +0000 episode-3660 no Nate Lucius full Tue, 06 Jul 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)In our offices, Gradient Co-Founder Chuck Lucius is known to gather a crowd when he’s ready to tell a story. As he did in season one, the man affectionately knowns as “The Chairman” joins the podcast to close the season out, sharing his thoughts on the economy, cabins, hockey, and American success.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 22 Jun 2021 00:00:00 +0000 episode-3607 no Nate Lucius full Tue, 22 Jun 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)New boat owner and Gradient Investments President Michael Binger talks about what’s driving consumer decisions, what he thinks of concerns around inflation, some current market trends and, of course, his new boat. (And why boats, cars, and homes continue to have hot markets.)social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 08 Jun 2021 00:00:00 +0000 episode-3569 no Nate Lucius full Tue, 08 Jun 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Former NHL defenseman Lance Pitlick delivers the best advice he ever received on his journey to the biggest stage. He later turned his focus to business and helping his two sons chase their NHL dreams. Both were drafted. Hear his story.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 25 May 2021 00:00:00 +0000 episode-3520 no Nate Lucius full Tue, 25 May 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)You offer something to your clients that no one else can. It’s the combination of the products, services, and personal touch that is uniquely you. Beth Fynbo knew she had something special, right up to and after the moment she walked away from “Shark Tank,” turning down an offer for her business. Hear her story.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 11 May 2021 00:00:00 +0000 episode-3461 no Nate Lucius full Tue, 11 May 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Your message is important. And there are important forces at play in helping you deliver it properly. Jim Karrh, Ph.D. guides business professionals to balance those force to control their messages — in turn producing better customer relationships, stronger brands, and more growth opportunities.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Mon, 26 Apr 2021 00:00:00 +0000 episode-3409 no Nate Lucius full Mon, 26 Apr 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)In a matter of three years in early adulthood, Tommy Breedlove went from incarceration to a corporation. And his rapid rise to success continued until in his mid-30s he realized something was missing. Hear how he mastered his mindset to find success in his entire life and not just in the workplace.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 13 Apr 2021 00:00:00 +0000 episode-3359 no Nate Lucius full Tue, 13 Apr 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Joe Anthony is President and Owner of Gregory FCA, one of the nation’s largest PR firms. In his career, he’s helped companies big and small succeed by finding their story and telling it authentically. Why is authenticity important? We explore that and more on this episode.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 30 Mar 2021 00:00:00 +0000 episode-3307 no Nate Lucius full Tue, 30 Mar 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Eleven-year-old Molly Steffl has already faced a lifetime’s worth of adversity at her young age. Hear how Molly’s strength drove her mother, Abbey Steffl, to be an American Ninja Warrior.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 16 Mar 2021 00:00:00 +0000 episode-3259 no Nate Lucius full Tue, 16 Mar 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Erik Hopperstad knows better than anyone that performance is important. As President of PRx Performance, he’s a performance fitness entrepreneur. And his business’ success has benefited from the performance he and his business partner delivered on ABC’s “Shark Tank,” where they scored an investment from Mr. Wonderful, Kevin O’Leary.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 02 Mar 2021 00:00:00 +0000 episode-3202 no Nate Lucius full Tue, 02 Mar 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Figuratively speaking, Joel Button’s career has covered hundreds of miles as a teacher, school administrator, and attorney. Literally speaking, Joel Button’s passion projects have covered hundreds of miles at a time as an ultra-runner and a part-time pilot. How does he do it all? Relentless forward motion.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 16 Feb 2021 00:00:00 +0000 episode-3149 no Nate Lucius full Tue, 16 Feb 2021 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)As an integral part of The Washington Update, Jeff Bush looks to translate complicated political happenings into digestible information that business owners can use. As he explains on this episode, it’s not about left or right, but about finding the truth in the middle.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 21 Jul 2020 00:00:00 +0000 episode-2464 no Nate Lucius full Tue, 21 Jul 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)In our offices, Gradient Co-Founder Chuck Lucius is affectionately known as “The Chairman.” We convinced him to join the podcast for the final episode of Season 1 — after his sons Brian and Nate got to share a few (mostly positive) Chuck stories first. Hear some of Chuck’s signature one-liners and how they came to be on this cliffhanger-free season finale.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 07 Jul 2020 00:00:00 +0000 episode-2426 no Nate Lucius full Tue, 07 Jul 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)We’re all sick of hearing about “unprecedented times” and “the new normal,” if we’re being honest. On this episode, the brothers instead talk about some simple ways that you can make today better for yourself and those around you. Listen to hear how feeling good about yourself and the world is still possible!social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 23 Jun 2020 00:00:00 +0000 episode-2393 no Nate Lucius full Tue, 23 Jun 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Financially Tuned Media Group’s Director of Radio Tony Shore has seen a lot of people succeed — and some fail — over his years in radio and podcasting. The line between success and failure isn’t always as clear as you might think, and he talks about how you can best position your audio program to deliver success to your business.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 09 Jun 2020 00:00:00 +0000 episode-2352 no Nate Lucius full Tue, 09 Jun 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Trumpet player, singer, and jazz ambassador Brian Newman knew as a pre-teen that he wanted to be a New York musician. Now, he lives in Brooklyn, with multiple albums of his own and a résumé that includes “Lady Gaga’s bandleader” and “on Tony Bennett’s album.” He talks about the hard work he put in, and continues to put in, to make being a New York musician a reality.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 26 May 2020 00:00:00 +0000 episode-2316 no Nate Lucius full Tue, 26 May 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)As president of Execso, Rob Wellendorf helps his clients craft comprehensive succession strategies and exit paths that factor in their personal and professional lives. You might not be quite ready to start thinking about a succession strategy — and that might be exactly why you should. Plus, hear how you can learn something about yourself based on your reaction to the idea of a one-month vacation.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 12 May 2020 00:00:00 +0000 episode-2277 no Nate Lucius full Tue, 12 May 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Bentley Smith works for CBRE, the largest commercial real estate firm in the world. When it comes to commercial property, it's good to be able to read the trends, and that's exactly what he does. On this episode, he talks about the future of office space as we know it.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 28 Apr 2020 00:00:00 +0000 episode-2237 no Nate Lucius full Tue, 28 Apr 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)After holding leadership roles in marketing agencies, Target corporate, and Honest Company, Emily Weaver is currently sharing her knowledge as a strategic retail and business development consultant. On this episode, she shares her knowledge on how important passion, joy, and authenticity are in developing a brand that people care about.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 14 Apr 2020 00:00:00 +0000 episode-2196 no Nate Lucius full Tue, 14 Apr 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Adam Plotkin’s company, NOPACTalent, has been booking talent for events for over 20 years, connecting him to big names in the sports, business, and entertainment worlds. And while the big names are great, sometimes the smaller ones are better. Adam talks the art of connecting the right speaker to the right event.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 31 Mar 2020 00:00:00 +0000 episode-2150 no Nate Lucius full Tue, 31 Mar 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)On this social distancing episode of “The Bull, The Bear, and My Brother’s Chair,” Nate and Brian Lucius stay over six feet apart — and stay in their chairs. It takes courage and innovation to thrive in business at a time like this, and the brothers talk about why it's especially important to look at things from a new perspective right now.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 17 Mar 2020 00:00:00 +0000 episode-2108 no Nate Lucius full Tue, 17 Mar 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)There's an important difference between happiness and fulfillment, in both work and life. Entrepreneur and professional motivator Tara Renze talks about the difference between the two, and why sometimes simple accomplishments are more important than big ones — like climbing Mount Everest.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 03 Mar 2020 00:00:00 +0000 episode-2070 no Nate Lucius full Tue, 03 Mar 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Internationally recognized artist, TED speaker, and No. 1 bestselling author Erik Wahl joins the podcast to discuss the importance of creativity in business. As you may discover, you're creative — whether you know it or not.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Tue, 18 Feb 2020 00:00:00 +0000 episode-2037 no Nate Lucius full Tue, 18 Feb 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)Before Zach Sussman explains his Chief Hustler role at Imprint Engine, the brothers discuss good social media ads and why attitude matters. Oh, and we find out about warehouse dogs.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Mon, 17 Feb 2020 00:00:00 +0000 episode-2036 no Nate Lucius full Mon, 17 Feb 2020 00:00:00 +0000 radio@gradientps.com (Nate and Brian Lucius)What’s with the name? What are the episodes of this podcast going to be like? Will we continue to explain this episode with question marks? Probably not.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services