Oct 1, 202539 minS0
<p>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...
business
BCSWM’s The Benchmark
Hosted by BCSWM · business · EN
About this Podcast:
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.
Pitch Analysis
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Contact path
Public web form
Booking probability
20%
Guest openness
Selective
80/100
Required Score
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What is BCSWM’s The Benchmark about?
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.
Who hosts BCSWM’s The Benchmark?
BCSWM’s The Benchmark is hosted by BCSWM. The show has published 44 episodes to date.
What has BCSWM’s The Benchmark covered recently?
Recent episodes include "Direct Indexing Explained: Tax Alpha and Portfolio Customization Beyond ETFs" (1 October 2025, 39 minutes), "Ways To Donate Through Your Investments" (1 August 2025, 15 minutes), and "How Long Should You Keep Your Tax Records? Avoiding Costly Mistakes" (1 July 2025, 11 minutes).
How often does BCSWM’s The Benchmark publish?
BCSWM’s The Benchmark publishes roughly every two weeks, with episodes averaging 26 minutes across 44 episodes.
How hard is it to get booked on BCSWM’s The Benchmark?
Booking probability for BCSWM’s The Benchmark is 20%, and the host is rated Selective on guests. BCSWM’s The Benchmark requires a Pod Score of 80 or higher. BCSWM’s The Benchmark's contact route on record: public web form.
Who should pitch BCSWM’s The Benchmark?
The strongest fits for BCSWM’s The Benchmark are Investment Banking & Trading and Investing & Wealth Management. BCSWM’s The Benchmark has a business audience.
About the host
BCSWM hosts BCSWM’s The Benchmark, a business podcast with 44 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #43
Ways To Donate Through Your Investments
Aug 1, 202515 minS0<p>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...
- Jul 1, 202511 minS0
<p>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...
- Jun 16, 20251h 2mS0
<p>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”...
- Jun 2, 202539 minS0
<p>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...
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- May 15, 202513 minS0
<p>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...
- May 1, 202520 minS0
<p >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...
- Apr 15, 202529 minS0
<p>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:</p>...
Episode #36
Financial Planning for High Earners
Apr 1, 202518 minS0<p >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...
- Mar 14, 202525 minS0
<p>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.</p> <p>Estate planning isn’t just about having a...
Episode #34
A Crash Course on How to Follow the Markets
Feb 28, 202546 minS0<p>Are you keeping up with the markets? Understanding financial trends can make all the difference in your investment strategy. In this episode of the The Benchmark Podcast, advisors—Scott Linn, Nick Clay, and Nathan...
- Feb 14, 20258 minS0
<p>In this episode of The Benchmark, John and Eliza dive into forgotten 401(k)s. Did you know there are over 29 million missing 401(k) accounts in the U.S. worth almost $1.65 trillion?</p> <p>Listen in to learn how to...
Episode #32
Social Security Q&A
Feb 1, 202514 minS0<p>In this episode, Nathan and John discuss some of the more frequently asked questions surrounding social security. Is it taxable? When should I start? What about survivor benefits? Get the answers to these and other...
- Jan 15, 202529 minS0
<p >In this episode of The Benchmark by BCS Wealth Management, Myra, Scott, and Andrew explore the key financial and economic events of 2024. They discuss market performance, with a spotlight on AI-driven tech growth...
Episode #30
Tips for Managing a Financial Windfall
Jan 2, 202529 minS0<p>Philip and Scott talk about how to be a good steward of a windfall. To begin, they share perspectives about how to handle your emotions in light of a sudden boost to wealth. They next discuss the financial best...
Episode #29
Book Review | The Wealth Money Can't Buy
Dec 16, 202431 minS0<p>Philip shares his thoughts about The Wealth Money Can’t Buy: The 8 Hidden Habits to Live Your Richest Life, a book that impacted him this year for the better. Full of timeless wisdom, it’s a 2024 publication by...
- Dec 2, 202414 minS0
<p>As the end of the year approaches, many folks have charitable giving on the mind. In this episode, Scott and Philip discuss how you might be able to use your IRA when making contributions to your preferred charities...
Episode #27
What is a Fiduciary?
Nov 15, 202424 minS0<p>John and Philip provide insight into the how the investment advisory industry is regulated and the standards of care that its professionals abide by. They discuss what it means to be a fiduciary financial advisor...
Episode #26
Year-End Planning Strategies
Nov 4, 202434 minS0<p>With the year drawing to a close, it’s a great time to evaluate your tax situation, investments, retirement plans, and estate strategies. Join Nick, Scott, and Nathan in this insightful episode as they dive into...
- Oct 15, 202424 minS0
<p>Nathan and Philip offer tips about safeguarding your identity and credit report information in today’s digital age. They discuss common cybersecurity threats and what to look out for. They review cybersecurity best...
Recent guests
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