4. Estate Planning 101

06/14/22 • 39 min

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

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.

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

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

Previous Episode

3. Be Brave and Kind, Market Volatility, and Healthcare Investments

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.

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

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

Next Episode

5. Decentralized Finance and Vacation Pro Tips

Welcome to episode 5 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.

This week's topic is vacation! During the check-in, Tyler talks about his vacation to Panama City.

Then, Tyler and BG give their pro tips for your next vacation–find out the safest forms of payment to carry, the best ways to find savings on vacation, and why you should avoid Tyler at the airport.

BG gives an update on the state on his Wordle score. Was he able to destroy the 100-day goal?

The guys reflect on what's been happening in their lives as of late: Pokémon, live music, and a business they love in Lafayette.

This week, when thinking about investments, Tyler and BG think about crypto, by way of decentralized finance, or DeFi. They break down what it is, how it's different from traditional finance, and the future of crypto.

To close out the episode, the guys share what they're grateful for, give family updates, and share plans for the 4th of July!

Time stamps:

0:00 Intro
0:42 Checking In
3:48 Vacation Pro Tips
21:27 Wordle Update
22:30 Don't Worry... Pokémon Is Back!
28:58 What Is DeFi and Why Is It Important?

41:53 Weekly Highlights 50:05 Outro

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:

Travel Costs

First Option Mortgage

Defi vs Traditional

Mosey Down Main Street

Celtic Woman