For investors with significant wealth, traditional index funds may not provide the customization or tax efficiency needed to optimize outcomes. In this episode, Scott and Nick explain how direct indexing can help investors achieve greater tax alpha, manage concentrated stock positions, and align portfolios with personal values. They also discuss key pitfalls to watch for and whether this innovative strategy makes sense in your situation.

We all have organizations and causes that are near and dear to us. Being able to contribute to these is one of the things that brings fulfillment in life.  In this episode, Nathan and John discuss various ways to donate using investment accounts. Before you write that check, make sure these options aren’t better for you!  

Wondering if it’s finally safe to toss that old tax return or stack of receipts? In this episode, we’re breaking down exactly how long you should keep different types of tax records, from basic returns and W-2s to documents related to property, investments, and unreported income.

We’ll walk you through the official IRS guidelines and explain why it sometimes pays to hold on to records even longer. Whether you’re a freelancer, homeowner, or small business owner, this episode will help you stay organized and avoid costly surprises down the road.

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:

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.

Making the shift from saving to spending in retirement can feel overwhelming—but it doesn't have to be. In this episode of The Benchmark, Scott Linn and Nick Clay break down how to convert your nest egg into steady, tax-efficient income.

Tune in to learn about:

Whether you're nearing retirement or already there, this episode will help you build a strategy for lasting financial confidence.

You might be wondering, “Do I need a trust?” When it comes to estate planning this is one of the most asked questions we get. In our latest episode of The Benchmark, Nick Clay and Scott Linn unpack this important question and walk through who really benefits from having a trust—and why it’s not just for the wealthy.

Whether you’re trying to avoid probate, protect your children, or simplify things for your loved ones, this brief conversation will help you decide what’s right for your family.

Equity markets inherently experience periods of growth and decline. During downturns, investors often feel a strong urge to take action. In this segment, John Brandon and Scott Linn examine proactive strategies that can be employed in challenging market environments. At times, however, the most prudent course may simply be to hold steady and refrain from making changes.

The market can be intimidating, but a little knowledge and perspective go a long way! In our latest podcast episode, we share 10 key ideas to help you navigate today’s market with confidence. Here’s a sneak peek:

1️⃣ Volatility is Normal – Market corrections happen, but recoveries are quick.

🎧 Tune in for more insights to keep your investments on track!

🔗 Listen Now!

In this episode of The Benchmark by BCS Wealth Management, Myra O’Dell is joined by advisors Andrew Farmer and Nathan Goodwin to explore why high earners often feel financially stuck. Learn how to avoid lifestyle creep, implement smart tax strategies, and build long-term wealth through intentional investing and protection planning.

In this episode of The Benchmark, Nick sits down with Nathan and Myra to provide 10 practical steps you can take today to simplify your estate for your heirs.

Estate planning isn’t just about having a will—it’s about creating a clear, thoughtful plan that makes things easier for your loved ones when it matters most. From organizing key documents and updating beneficiaries to considering trusts and managing taxes, we cover the essential strategies that can save time, money, and stress for your family.

Whether you’re starting your estate plan from scratch or reviewing an existing one, this conversation will give you actionable insights and ideas to help ensure your wishes are carried out smoothly.

✅ Topics We Cover:

📌 If you’re ready to align your estate and financial plans, the team at BCS Wealth Management is here to help.