Bitcoin Financial & Estate Planning with Morgen Rochard: Long-Term Savings, Trusts and Retirement [iaxWtU648H]

2025-01-02T09:27:46+0100

Bitcoin Financial & Estate Planning with Morgen Rochard: Long-Term Savings, Trusts and Retirement [iaxWtU648H]. At gu yinshan the latter also hung up the color the blood flowed down his temples and looked at her aggrieved you beat him to death are you reluctant if you beat him to death you will go to jail like your. Before he entered are you his family the doctor asked zhou yunen hurriedly said yes what s the relationship with him zhou yunen looked at gu yinshan on the hospital bed and said firmly we are already. Fish alone while the big guests need to wait at home when jiang zhi heard this he lay on the bed and fell asleep again I don t have any thoughts of worrying about my son sister jiang is really relieved who. For a while clear jiang wei continued to fool his nephew because the dragon can make him escape faster child chu yan listened carefully and gave a comment price this person is not good jiang wei agreed and. It s photography technology you must not be lewd after finishing the words he laughed vulgarly it was quiet jiang zhi calmly took the phone and pressed the hang up button chu shi opened his mouth and was.

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? Bio: Morgen Rochard manages Origin Wealth Advisers LLC, a fee-only, registered investment advisory firm. 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 writing a book focused on Bitcoin and personal finance. Morgen earned her Bachelor's Degree in Health Science from Boston University. Follow Morgen on X at: https://twitter.com/MorgenRochard  ⚡ 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 https://ir.bitdeer.com/?utm_source=coinstories&utm_medium=cpm&utm_campaign=1227. 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://shorturl.at/jmW29 promo code Natalie ✔️ Bitcoin Nashville is July 25-27, 2024! Get 10% off your passes using the code HODL at https://b.tc/conference ✔️ This year Bitcoin 2024 debuts in Asia -- May 9-10, 2024 in Hong Kong! Use HODL or this link for 10% off: https://asia.b.tc/discount/HODL ✔️ Get 5% off your Bitcoin cold storage solutions at Coinkite, including the ColdCard wallet: https://shorturl.at/apsLU ✔️ https://bitcointreasuries.net/ is the best and most up-to-date source of Bitcoin holdings by publicly traded companies, ETFs, governments and other entities. It is community maintained, and you can be a contributor. Check out the amazing graphs! ✔️ CrowdHealth offers the Bitcoin community an alternative to health insurance. I now spend just ~$100 a month on my health care. Sign up: https://www.joincrowdhealth.com/natalie 🗒️ IN THIS EPISODE: 00:00 Starting at Bear Stearns 2:26 Merrill Lynch, EBS 2:47 Starting own firm at 28 3:29 Meeting Pierre Rochard 4:05 How did she learn about Bitcoin? 8:12 Bitdeer Technologies Group promo 9:12 Saving vs. investing 11:50 How much Bitcoin should I own? 17:31 Bitcoin's role in financial planning 20:29 Bitcoin Sharpe ratio 24:10 How Bitcoin relieves stress 27:01 Bitcoin fixes the future; self-custody 29:23 Bitcoin 2024 promo 29:50 Coinkite Coldcard Wallet promo 30:09 CrowdHealth promo 30:38 What's the SEC say about Bitcoin? 34:32 Protecting your Bitcoin 38:08 Bitcoin in estate planning 44:06 CFP targets Bitcoin Financial Advisors Network 46:49 Forces of freedom vs. control 49:16 Men investing vs. women investing 52:31 Women in Bitcoin 💡 OTHER RESOURCES Natalie’s website https://talkingbitcoin.com/ Origin Wealth Advisers, LLC https://www.originwa.com Money Owners, LLC https://www.moneyowners.com Morgen’s Book https://www.bitcoinpersonalfinancebook.com https://bitcoinfinancialadvisorsnetwork.com/ 💰 VALUE FOR VALUE — SUPPORT NATALIE’S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories FOLLOW NATALIE ON SOCIAL MEDIA📱 🐦 Twitter https://twitter.com/natbrunell 💻 Instagram https://www.instagram.com/nataliebrunell 👔 Linkedin https://www.linkedin.com/in/nataliebrunell Producer: Aron Bender https://www.linkedin.com/in/aron-bender/ DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #bitcoin #crypto #money