BCSWM’s The Benchmark
Claim This Podcastby BCSWM
Podcast Authority
Beta
Podcast Overview
<p>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.</p> <p>For more information on BCS Wealth Management, visit bcswealth.com or call us at 423.283.9821</p>
Language
🇺🇲
Publishing Since
10/11/2023
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Recent Episodes
October 1, 2025
Direct Indexing Explained: Tax Alpha and Portfolio Customization Beyond ETFs
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 portfolios with personal values. They also discuss key pitfalls to watch for and whether this innovative strategy makes sense in your situation.
August 1, 2025
Ways To Donate Through Your Investments
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 aren’t better for you!
July 1, 2025
How Long Should You Keep Your Tax Records? Avoiding Costly Mistakes
This episode explores IRS guidelines for retaining tax records, including returns, W-2s, property documents, and investment records, to help listeners avoid potential issues.
44 total episodes available
Recent guests on BCSWM’s The Benchmark
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Sahil Bloom
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Frequently asked questions
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- What is BCSWM’s The Benchmark?
<p>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.</p> <p>For more information on BCS Wealth Management, visit bcswealth.com or call us at 423.283.9821</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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