Morgen Rochard: Financial and Estate Planning with Bitcoin for Singles, Couples and Families
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.bitcoinpersonalfinancebook.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.
—
Natalie's Promotional Links:
- Buy Bitcoin, secure it through multisig Collaborative custody, start a Bitcoin IRA or take out a Bitcoin loan with UNCHAINED: https://unchained.com/?utm_campaign=natalie promo code Natalie
- Bitcoin Nashville is July 25-27, 2024: Get 10% off your passes using the code HODL at https://b.tc/conference
- BTC Inc is hosting its first Bitcoin Asia conference in Hong Kong on May 9-10th. Use code HODL at https://asia.b.tc/.
- Get 5% off your Bitcoin cold storage solutions at Coinkite, including the Coldcard wallet: https://store.coinkite.com/promo/COINSTORIES
- When I need to know when Saylor bought Bitcoin or Bitcoin ETFs change their holdings I go to www.BitcoinTreasuries.net
- CrowdHealth offers the Bitcoin community alternative to health insurance. I now spend just ~$100 a month on my health care. Sign up: https://www.joincrowdhealth.com/natalie
—
This podcast is for educational purposes and should not be construed as official investment advice.
--
VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS
- Strike ID https://strike.me/coinstoriesnat/
- Cash App $CoinStories
#money #Bitcoin #investing
More description
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?
---
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
---
Mentioned Links: https://www.originwa.com https://www.moneyowners.com https://www.bitcoinpersonalfinancebook.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.
—
Natalie's Promotional Links:
- Buy Bitcoin, secure it through multisig Collaborative custody, start a Bitcoin IRA or take out a Bitcoin loan with UNCHAINED: https://unchained.com/?utm_campaign=natalie promo code Natalie
- Bitcoin Nashville is July 25-27, 2024: Get 10% off your passes using the code HODL at https://b.tc/conference
- BTC Inc is hosting its first Bitcoin Asia conference in Hong Kong on May 9-10th. Use code HODL at https://asia.b.tc/.
- Get 5% off your Bitcoin cold storage solutions at Coinkite, including the Coldcard wallet: https://store.coinkite.com/promo/COINSTORIES
- When I need to know when Saylor bought Bitcoin or Bitcoin ETFs change their holdings I go to www.BitcoinTreasuries.net
- CrowdHealth offers the Bitcoin community alternative to health insurance. I now spend just ~$100 a month on my health care. Sign up: https://www.joincrowdhealth.com/natalie
—
This podcast is for educational purposes and should not be construed as official investment advice.
--
VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS
- Strike ID https://strike.me/coinstoriesnat/
- Cash App $CoinStories
#money #Bitcoin #investing
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