BCSWM’s The Benchmark
BCSWMWelcome 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 per... more
| Publishes | Twice monthly | Episodes | 44 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
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, ... more
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. Bef... more
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, inves... more
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 ... more
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 ... more
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 ... more
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 mar... more
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 co... more
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BCSWM’s The Benchmark launched 2 years ago and published 44 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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