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