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#539: Planning For The Future With Bitcoin with Jessy Gilger

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Marty sits down with Jessy Gilger from Unchained's Sound Advisory to discuss long-term financial planning for bitcoiners.


Jessy on Twitter: https://x.com/idahohodl


Sound Advisory: https://www.thesoundadvisory.com/


0:00 - Intro


1:36 - The need for Sound Advisory


9:27 - Traditional assets lose to bitcoin


11:52 - Volatility


13:44 - River & Unchained


14:59 - Tax strategy for bitcoiners


21:55 - Donor-advised funds


24:43 - Gradually, Then Suddenly & Zaprite


26:20 - Trump’s tariff plan


28:45 - Bitcoin fixes charity


34:18 - Tax planning with clients


36:29 - Common mistakes


40:35 - Fixing mistakes


44:56 - Coinbase


53:48 - Tether


56:55 - Orange pilling skeptical clients and other RIAs


Shoutout to our sponsors:


River


https://river.com/tftc


Unchained


https://unchained.com/concierge/


Zaprite


https://zaprite.com/tftc


Gradually, Then Suddenly


https://thesaifhouse.com/gradually


TFTC Merch is Available


Shop Now: https://merch.tftc.io


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Main YT Channel


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Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ


Website


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Twitter


https://twitter.com/tftc21


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Follow Marty Bent:


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