Videos

BTC075: Talking With Your Advisor About Bitcoin w/ Morgen Rochard

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
0:35:36 – What’s the best way for Bitcoin’ers to optimize their taxes?
0:39:49 – What do you say to couples that have different risk aversions

?? 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/3ERDYJ1

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

?OTHER RESOURCES
– Preston’s Twitter Account: https://twitter.com/prestonpysh
– Morgen’s Twitter Account: https://twitter.com/MorgenRochard
– Morgen’s Origin Wealth Advisers: https://www.originwa.com/

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LISTEN ? TO OTHER SHOWS FROM OUR NETWORK:

? 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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DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

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