Hosted by BCSWM · 🇺🇸 US · EN · 44 episodes
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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.
BCSWM hosts BCSWM’s The Benchmark, a business show with 44 episodes published.
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 investo
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 u
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 docume
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 fr
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-
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 questio
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
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 Vol
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,
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 cre
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 Goodwi
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? Listen in to learn how to track down y
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 popul
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 and cry
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 practices
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 acclaimed
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 by u
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. Additi
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 year-end
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 pract
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BCSWM’s The Benchmark is hosted by BCSWM. The show is categorised under business (investing) and has published 44 episodes.
BCSWM’s The Benchmark has published 44 episodes.
BCSWM’s The Benchmark regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of BCSWM’s The Benchmark average 26 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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