Preston and Morgen Rochard have a discussion about addressing Bitcoin w/ your financial planner. Additionally, Morgen talks about tax strategies and other ways to properly prepare y...
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Preston and Morgen Rochard have a discussion about addressing Bitcoin w/ your financial planner. Additionally, Morgen talks about tax strategies and other ways to properly prepare your portfolio.
IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:00:31 - What Morgen think about the Bitcoin 2022 Conference
0:01:44 - What attracted Morgen into finance
0:07:50 - How has being a CFA charter holder and being a Bitcoiner contrasted
0:18:12 - What are the issues most financial advisors have with Bitcoin
0:21:16 - Why do most financial advisors say "crypto" not Bitcoin
0:27:52 - Talking about Bitcoin to different age groups
0:37:00 - What's the best way for Bitcoin'ers to optimize their taxes?
0:41:07 - What do you say to couples that have different risk aversions
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✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/BTC075
🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/talking-with-your-advisor-about-bitcoin-morgen-rochard/
📖 BOOKS MENTIONED:
- Personal Finance QuickStart Guide by Morgen Rochard - https://amzn.to/3kgsDsw
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁
▶️ PAST EPISODES MENTIONED
- BTC018: Bitcoin Smart Contract W/ Discrete Log Contracts Featuring Pierre Rochard & Ben Carman - https://youtu.be/PbyZAK3W6eU
₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
💸Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
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