درباره این پادکست 🔗
Welcome to ”The Benchmark” - a candid and lighthearted podcast that breaks down financial planning and investment concepts in a fun and approachable way. Our financial experts and self-proclaimed money geeks guide you through the often-confusing world of finance with a mix of humor and real-world examples, demystifying complex financial planning concepts. They also share stories from their own personal finance journeys and careers as advisors to provide unique perspectives and insights. Whether it’s a timely issue of the day or a timeless principle, “The Benchmark” aims to educate, have fun, and simplify the (sometimes) complex world of financial planning, investing, and economics.
For more information on BCS Wealth Management, visit bcswealth.com or call us at 423.283.9821
میزبان‌ها:
فرکانس به روز رسانی:
every 17 days
میانگین طول صدا:
33 minutes
اسپانسر دارد
انگلیسی
ایالات متحده آمریکا
45 قسمت
از سال 11 اکتبر 2023
episodic
آخرین اپیزود 🔗
For investors with significant wealth, traditional index funds may not provide the customization or tax efficiency needed to optimize outcomes. In this episode, Scott and Nick explain how direct indexing can help investors achieve greater tax alpha, manage concentrated stock positions, and align po…
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اپیزود قبلی 🔗
We all have organizations and causes that are near and dear to us. Being able to contribute to these is one of the things that brings fulfillment in life. In this episode, Nathan and John discuss various ways to donate using investment accounts. Before you write that check, make sure these options…
Wondering if it’s finally safe to toss that old tax return or stack of receipts? In this episode, we’re breaking down exactly how long you should keep different types of tax records, from basic returns and W-2s to documents related to property, investments, and unreported income.
We’ll walk you…
What if wealth isn't just about money? In this powerful episode of The Benchmark, Nick Clay sits down with a special guest you should recognize, Philip Bachman, and they explore book, “The 5 Types of Wealth”, holistic framework by author Sahil Bloom that challenges how we define wealth.
Through a …
Making the shift from saving to spending in retirement can feel overwhelming—but it doesn't have to be. In this episode of The Benchmark, Scott Linn and Nick Clay break down how to convert your nest egg into steady, tax-efficient income.
Tune in to learn about:
Smart Social Security claiming…
You might be wondering, “Do I need a trust?” When it comes to estate planning this is one of the most asked questions we get. In our latest episode of The Benchmark, Nick Clay and Scott Linn unpack this important question and walk through who really benefits from having a trust—and why it’s not jus…
Equity markets inherently experience periods of growth and decline. During downturns, investors often feel a strong urge to take action. In this segment, John Brandon and Scott Linn examine proactive strategies that can be employed in challenging market environments. At times, however, the most pru…
The market can be intimidating, but a little knowledge and perspective go a long way! In our latest podcast episode, we share 10 key ideas to help you navigate today’s market with confidence. Here’s a sneak peek:
1️⃣ Volatility is Normal – Market corrections happen, but recoveries are quick.
2️⃣ D…
In this episode of The Benchmark by BCS Wealth Management, Myra O’Dell is joined by advisors Andrew Farmer and Nathan Goodwin to explore why high earners often feel financially stuck. Learn how to avoid lifestyle creep, implement smart tax strategies, and build long-term wealth through intentional …
In this episode of The Benchmark, Nick sits down with Nathan and Myra to provide 10 practical steps you can take today to simplify your estate for your heirs.
Estate planning isn’t just about having a will—it’s about creating a clear, thoughtful plan that makes things easier for your loved ones wh…
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می توانید از وب سایت ما برای جستجوی پادکست های3,821,551و قسمت های195,365,154بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
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