BCSWM’s The Benchmark

BCSWM’s The Benchmark

Por: BCSWM
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
44 episodios disponibles

Latest episodes of the podcast BCSWM’s The Benchmark

Direct Indexing Explained: Tax Alpha and Portfolio Customization Beyond ETFs 01/10/2025
Ways To Donate Through Your Investments 01/08/2025
How Long Should You Keep Your Tax Records? Avoiding Costly Mistakes 01/07/2025
Redefining Wealth | A Personal Journey Through the 5 Types of Wealth 16/06/2025
How Do You Turn Retirement Savings Into Income? 02/06/2025
Is a Trust Right For You? Let's Talk About It 15/05/2025
How to Go on Offense During Market Volatility 01/05/2025
10 Ideas about Investing in Turbulent Markets 15/04/2025
Financial Planning for High Earners 01/04/2025
10 Things You Can Do to Help Simplify Your Estate for Your Heirs 14/03/2025
A Crash Course on How to Follow the Markets 28/02/2025
Don’t Leave Money Behind: A Guide to Finding Your Missing 401(k)s 14/02/2025
Social Security Q&A 01/02/2025
2024 Market Review - Insights and Strategies for 2025 15/01/2025
Tips for Managing a Financial Windfall 02/01/2025
Book Review | The Wealth Money Can't Buy 16/12/2024
Daily Drive | Qualified Charitable Distributions 02/12/2024
What is a Fiduciary? 15/11/2024
Year-End Planning Strategies 04/11/2024
Daily Drive | Cybersecurity and Identity Protection 15/10/2024
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