Episode notes
In this episode with Morgen Rochard, CFA, CFP®, RLP® we cover:
- Long term planning with Bitcoin (saving vs. investing)
- Planning with Bitcoin for different life stages (accumulating wealth, versus retirement)
- How much should you allocate to Bitcoin? Should you diversify?
- Challenges and opportunities with regards to estate planning - should you put your Bitcoin in a trust?
- CFP Board's informal inquiry of the Bitcoin Financial Advisors Network
- Will financial planners start recommending spot Bitcoin ETFs?
---
Morgen Rochard, CFA, CFP®, RLP® manages Origin Wealth Advisers LLC, a fee-only, registered investment advisory firm. Alongside this, she is also a bitcoin financial consultant at her firm Money Owners LLC. Morgen is the author of the "Personal Financial Quickstart Guide" and a co-host on the "Bitcoin for Advisors" podcast. She is also in the process of writing a book focused on Bitcoin and personal finance. Follow her on X at: https://twitter.com/MorgenRochard
---
Mentioned Links: https://www.originwa.com https://www.moneyowners.com https://www.bitcoinpersonalfinancebook.com https://bitcoinfinancialadvisorsnetwork.com/ ---Coin Stories is powered by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at www.bitdeer.com.
—
Natalie's Promotional Links:
- Buy Bitcoin, secure it through multisig Collaborative custody, start a Bitcoin IRA or take out a Bitcoin loan with UNCHAINED: https://unchained.com/?utm_campaign=natalie promo code Natalie
- Bitcoin Nashville is July 25-27, 2024: Get 10% off your passes using the code HODL at https://b.tc/conference
- BTC Inc is hosting its first Bitcoin Asia conference in Hong Kong on May 9-10th. Use code HODL at https://asia.b.tc/.
- Get 5% off your Bitcoin cold storage solutions at Coinkite, including the Coldcard wallet: https://store.coinkite.com/promo/COINSTORIES
- When I need to know when Saylor bought Bitcoin or Bitcoin ETFs change their holdings I go to www.BitcoinTreasuries.net
- CrowdHealth offers the Bitcoin community alternative to health insurance. I now spend just ~$100 a month on my health care. Sign up: https://www.joincrowdhealth.com/natalie
—
This podcast is for educational purposes and should not be construed as official investment advice.
--
VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS
- Strike ID https://strike.me/coinstoriesnat/
- Cash App $CoinStories
#money #Bitcoin #investing
ABOUT COIN STORIES & THE NEWS BLOCK
Natalie Brunell's content features conversations with leading voices in Bitcoin, economics, finance, and technology, exploring the future of money and how it impacts our lives.
CONNECT WITH NATALIE
Read Bitcoin is for Everyone: https://www.talkingbitcoin.com/freechapters
Subscribe to the free newsletter: https://thenewsblock.substack.com
Watch on YouTube: https://www.youtube.com/nataliebrunell
Watch on Rumble: https://rumble.com/NatBrunell
Follow Natalie on X: https://www.x.com/natbrunell
Website: https://www.talkingbitcoin.com
PARTNERSHIPS & INQUIRIES
Interested in sponsoring Coin Stories? Contact info@talkingbitcoin.com
DISCLAIMER
This podcast is for informational and educational purposes only and does not constitute financial or investment advice. Guest views are their own and do not necessarily reflect those of Natalie Brunell or Coin Stories. Paid partnerships, sponsorships, and affiliate relationships are disclosed where applicable. Natalie Brunell may earn commissions from purchases or sign-ups through certain links, at no additional cost to you. Always conduct your own research before making financial decisions.
