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:

Star City Coffee

Family Promise

Make a Wish

Michael J Fox Foundation

Louise Penny site