6. Cash Flow Planning, Cryptocurrency, Meals on Wheels

Thoughts From the Pickup Line

Welcome to episode 6 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.

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 [e-mail].

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