1. Axe Throwing, 529 Accounts, and Dad of the Year Moves

Welcome to episode 1 of Thoughts From the Pickup Line, hosted by Tyler Smith and Brandon “BG” Gregg, two financial planners and family men from Indiana, who wanted to create a finance podcast about more than just finance.

Every week on Thoughts From the Pickup Line, listen to Tyler and BG give their thoughts on financial planning and investments, family, the things that bring them joy, the challenges they encounter along the way, and how they overcome them.

This week on the financial planning front, Tyler and BG think about the ever-rising cost of college, and go in-depth on 529 college savings accounts: why they’re better than regular savings accounts, and what makes Indiana’s 529 rules so special.

Tyler and BG take a minute to stop and think about the things that are bringing them joy as of late: the fierce Wordle competition they have going, their mutual love of axe throwing, Tyler’s newfound love of Pokémon, and why they’re a great investment.

Car technology is evolving quickly, and Tyler and BG are loving Tesla and Ford in particular for their client portfolios. Listen to them discuss their thoughts on why these two are the front runners, and which is the most promising.

To close out the episode, Tyler and BG share their Dad of the Year Moves, what they’re grateful for—and an exciting announcement from BG!

Key moments in this episode:

0:00 Intro

1:10 Checking In

2:30 Why Thoughts From the Pickup Line?

9:25 What Is a 529 and Why Should You Invest In One?

16:27 Wordle Wars

20:03 Axe Throwing for Stress Relief

22:51 Pokémon As An Investment

28:39 Investments We Currently Like

32:30 Dad Of The Year Moves and Announcements

38:11 Outro

Thanks for listening in! If you have any questions, would like clarification on the topics discussed in this episode, or would like to share topic ideas for episodes, please reach out to us at [email protected].

If you'd like to learn more about BBK Wealth and the services we provide, you can find more information on our website at bbkwealth.com.

The thoughts shared on this podcast are just that - thoughts, and not specific advice. If you would like advice on anything discussed in this episode, please reach out.

Links:

529 Plans Indiana

College Costs

Spinning Axe