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

Natalie Brunell's Coin Stories · Feb 1, 2024 · 55m

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…