3. Be Brave and Kind, Market Volatility, and Healthcare Investments
05/31/22 • 45 min
Welcome to episode 3 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.
During their weekly check-in, the guys announce the newest member of the BBK team, give an update on the new office, and finally reveal the secret... what does BBK stand for, and where does the meaning come from?
Turning to financial planning, Tyler and BG have chosen volatility as their topic of the week. They explain how to find the positives in a volatile market, and give three key pieces of advice for investing in one—with or without an advisor.
Of course, it’s Pokémon time. Tyler talks battle decks his daughter got for her first communion, while BG goes into collecting vintage cards and playing with his son.
The Wordle wars are in full force. With a 49-day winning streak, can BG even be beat? Plus, the guys share their favorite strategies for playing.
This week, when thinking about investments they like, the guys talk about the stability that investing in healthcare can provide right now, as well as the growth potential for companies like CVS and Johnson + Johnson.
To close out the episode, Tyler and BG share their Thoughts From The Pickup Line. Tyler talks about his son’s soccer games, and a funny faux pas at his daughter’s first communion. BG shouts out two friends—doctors and parents—who have worked tirelessly to keep our community safe during the pandemic.
Time stamps:
0:00 Intro
1:01 Checking In
2:10 Welcome, Cody!
4:40 What Does BBK Mean?
8:26 Volatility In The Market
15:35 Pokémon
20:39 Is BG Unbeatable?
24:45 Weekly Stock Picks: Healthcare
32:32 Thoughts From The Pickup Line
43:52 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:
BBK Meaning and Team Bios
Pokemon Trading Card Game
Wordle Facebook Group
Welcome to episode 3 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.
During their weekly check-in, the guys announce the newest member of the BBK team, give an update on the new office, and finally reveal the secret... what does BBK stand for, and where does the meaning come from?
Turning to financial planning, Tyler and BG have chosen volatility as their topic of the week. They explain how to find the positives in a volatile market, and give three key pieces of advice for investing in one—with or without an advisor.
Of course, it’s Pokémon time. Tyler talks battle decks his daughter got for her first communion, while BG goes into collecting vintage cards and playing with his son.
The Wordle wars are in full force. With a 49-day winning streak, can BG even be beat? Plus, the guys share their favorite strategies for playing.
This week, when thinking about investments they like, the guys talk about the stability that investing in healthcare can provide right now, as well as the growth potential for companies like CVS and Johnson + Johnson.
To close out the episode, Tyler and BG share their Thoughts From The Pickup Line. Tyler talks about his son’s soccer games, and a funny faux pas at his daughter’s first communion. BG shouts out two friends—doctors and parents—who have worked tirelessly to keep our community safe during the pandemic.
Time stamps:
0:00 Intro
1:01 Checking In
2:10 Welcome, Cody!
4:40 What Does BBK Mean?
8:26 Volatility In The Market
15:35 Pokémon
20:39 Is BG Unbeatable?
24:45 Weekly Stock Picks: Healthcare
32:32 Thoughts From The Pickup Line
43:52 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:
BBK Meaning and Team Bios
Pokemon Trading Card Game
Wordle Facebook Group
Previous 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:
Next Episode
4. Estate Planning 101
Welcome to episode 4 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.
During this week's check-in, Tyler and BG talk about the current state of inflation, Tyler shares a proud dad moment, and the guys get a unique perspective on the word "busy".
Then, Tyler and BG are giving you their best tips for navigating wills and trusts–specifically PODs and TODs–and how to avoid your loved ones ending up in probate.
Can he make it? BG is on an unbelievable 85-day Wordle streak... join our Facebook Wordle group to watch as he climbs toward a 100-day streak.
Then Tyler and BG reflect on some local community events, and how they're getting involved themselves. BG shares an epic adventure story with his son, and Tyler gives an update on the end of his kids' sports seasons.
This week, when thinking about investments, Tyler and BG get broad and reflective, choosing not to pick two stocks, but advise on developing detailed financial goals.
To close out the episode, BG shares a hilarious encounter, Tyler reflects on a trip to the lake, and the guys share what they're grateful for.
Time stamps:
0:00 Intro
0:57 Checking In
6:49 Estate Planning 101
11:20 Closing In On 100 Days
13:35 Local Lafayette and Epic Adventures
23:10 Creating Financial Goals
28:47 Weekly Highlights
38:38 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:
Lafayette Citizens Band
Jared Dees
Battle of Tippecanoe - Battleground information
Behavior Gap
Louise Penny
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