BCSWM’s The Benchmark

About BCSWM’s The Benchmark

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

Publisher

BCSWM

Category

business

Language

en

Explicit

No

First episode

11 Oct 2023

Latest episode

1 Oct 2025

Latest episodes

44 episodes in the feed.

1. 

   1 Oct 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.

2. 

   1 Aug 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!

3. 

   1 Jul 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 35 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

60

Social presence

0

YouTube

0

Engagement

27

Contact BCSWM’s The Benchmark

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.