1. Axe Throwing, 529 Accounts, and Dad of the Year Moves
05/03/22 • 39 min
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:
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:
Previous Episode
Trailer - Thoughts From the Pickup Line
Welcome to 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.
Next Episode
2. Gifting, Wordle, and Investing Amid Market Volatility
Welcome to episode 2 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.
Tyler opens the show by doing a weekly check-in with BG. Listen as the guys talk about the housing market—from the ease of being a seller and the difficulty of being a buyer, to what technology and rising interest rates could mean for the market going forward.
Then it’s time for the financial topic of the week: Gifting. Tyler and BG go over exactly what gifting is, the limits, penalties, and why it’s a great option if you want to use 529s, or don’t know what to do with your money.
Wordle time! BG is on a huge streak! Will Tyler be able to catch up?
BG shares his new favorite coffee shop, and the guys discuss the results of their inaugural NCAA pool—including the organizations where the proceeds will be donated.
And you already know... we’re taking a break to talk Pokémon.
This week, when thinking about investments they like, the guys talk volatility in the market, leading them to choose Target and Wal-Mart. Listen as Tyler and BG predict what could be next for the retailers.
To close out the episode, Tyler and BG share what they’re grateful for, and give updates on their families, including two very exciting announcements!
Timestamps:
0:00 Intro
1:13 Checking In
5:55 Recapping 529s
6:46 What Is Gifting and Why Is It Beneficial?
13:39 Wordle Update
16:38 Star City Coffee
19:29 NCAA Championship Results
21:52 Tyler’s Pokémon Journey
35:35 Weekly Highlights
49:03 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:
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/thoughts-from-the-pickup-line-377720/1-axe-throwing-529-accounts-and-dad-of-the-year-moves-53969141"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to 1. axe throwing, 529 accounts, and dad of the year moves on goodpods" style="width: 225px" /> </a>
Copy