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? --- 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