This wasn't an easy decision, but we're going to take the time to regroup and prepare a new, updated version of the podcast. Check back in a few weeks for the new Thoughts From the Pickup Line!

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.

On last week’s episode, Tyler was checking in from the ocean during week one of his vacation. This week, he’s lakeside and making BG incredibly jealous. 

Then, Tyler and BG think about cash flow planning, and explain how it’s goal-based, and different for every individual—and that the key is in asking the right questions and clearly defining your goals.

Getting reflective on dad life, the guys think about how quickly their kids are growing up, sharing a few anecdotes from their summer adventures. Plus, BG shares a recent experience with Meals on Wheels as Tyler prepares to volunteer.

BG introduces Combat Cookies, a Dayton, Indiana veteran run company that specializes in sending care packages to active military.

This week, Tyler and BG once again talk about cryptocurrency when touching on investments. However, this week the guys caution against the scams that so often come along with digital currency, and give key tips for those who do decide to invest.

To close out the episode, Tyler shares a “Thomas story”, the guys reflect on the 4th of July, and share what they’re grateful for this week.

Time stamps:

0:00 Intro

0:40 Weekly Check-In

5:15 Cash Flow Planning

13:40 Family Time, Meals on Wheels, and Combat Cookies

21:34 Getting Involved In Cryptocurrency Safely

28:28 Weekly Highlights

40:10 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 thoughts@bbkwealth.com.

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:

Combat Cookies

Meals on Wheels

Hamilton County Tenderloin Tuesdays

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'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 

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 thoughts@bbkwealth.com. 

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

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 thoughts@bbkwealth.com.
 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

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 thoughts@bbkwealth.com.

 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

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 thoughts@bbkwealth.com.

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

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 thoughts@bbkwealth.com.

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:

529 Plans Indiana

College Costs

Spinning Axe 

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.