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/

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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.

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This podcast is for educational purposes and should not be construed as official investment advice.

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Morgen Rochard: Financial and Estate Planning with Bitcoin for Singles, Couples and Families

Coin Stories with Natalie Brunell

Morgen Rochard: Financial and Estate Planning with Bitcoin for Singles, Couples and Families