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BCSWM’s The Benchmark
BCSWM
44 episodes
1 month ago
Welcome to ”The Benchmark” - a candid and lighthearted podcast that breaks down financial planning and investment concepts in a fun and approachable way. Our financial experts and self-proclaimed money geeks guide you through the often-confusing world of finance with a mix of humor and real-world examples, demystifying complex financial planning concepts. They also share stories from their own personal finance journeys and careers as advisors to provide unique perspectives and insights. Whether it’s a timely issue of the day or a timeless principle, “The Benchmark” aims to educate, have fun, and simplify the (sometimes) complex world of financial planning, investing, and economics.
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Investing
Business
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All content for BCSWM’s The Benchmark is the property of BCSWM and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to ”The Benchmark” - a candid and lighthearted podcast that breaks down financial planning and investment concepts in a fun and approachable way. Our financial experts and self-proclaimed money geeks guide you through the often-confusing world of finance with a mix of humor and real-world examples, demystifying complex financial planning concepts. They also share stories from their own personal finance journeys and careers as advisors to provide unique perspectives and insights. Whether it’s a timely issue of the day or a timeless principle, “The Benchmark” aims to educate, have fun, and simplify the (sometimes) complex world of financial planning, investing, and economics.
Show more...
Investing
Business
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Redefining Wealth | A Personal Journey Through the 5 Types of Wealth
BCSWM’s The Benchmark
1 hour 2 minutes 22 seconds
4 months ago
Redefining Wealth | A Personal Journey Through the 5 Types of Wealth
What if wealth isn't just about money? In this powerful episode of The Benchmark, Nick Clay sits down with a special guest you should recognize, Philip Bachman, and they explore book, “The 5 Types of Wealth”, holistic framework by author Sahil Bloom that challenges how we define wealth. Through a personal conversation, we discuss: The surprising truths about financial freedom How caregiving, grief, and resilience reshape your view of what really matters Why relationships, time, health, and peace of mind may be more valuable than your net worth Systems for success you can apply to every area of your life Whether you’re a business owner, a working parent, or nearing retirement, this episode will inspire you to think more holistically about your financial journey and your personal legacy.
BCSWM’s The Benchmark
Welcome to ”The Benchmark” - a candid and lighthearted podcast that breaks down financial planning and investment concepts in a fun and approachable way. Our financial experts and self-proclaimed money geeks guide you through the often-confusing world of finance with a mix of humor and real-world examples, demystifying complex financial planning concepts. They also share stories from their own personal finance journeys and careers as advisors to provide unique perspectives and insights. Whether it’s a timely issue of the day or a timeless principle, “The Benchmark” aims to educate, have fun, and simplify the (sometimes) complex world of financial planning, investing, and economics.