Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- 01:07 - What has been happening at Unchained Capital since the FTX blow-up?
- 07:13 - What are some of the most common concerns of Self-Custody?
- 12:47 - Why is Title and Possession such an important thing to cover with inheritance planning?
- 22:43 - The difference between non-probate assets versus probate assets.
- 28:38 - What are the risks of not properly performing inheritance planning?
- 30:15 - Checkbook IRA versus other methods.
- 39:59 - Legal and policy update after the FTX situation.
- 01:01:37 - Biggest mistakes people make in inheritance planning.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Unchained Capital.- Information on the The McNulty Case.
Jeff Vandrew's Twitter.
Phil Geiger's Twitter.- Related Episode: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew - BTC069.
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