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?
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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
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Mentioned Links: https://www.originwa.com https://www.moneyowners.com https://www.bitcoinpersonafinancebook.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.
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