BTC075: Talking w/ Your Advisor About Bitcoin w/ Morgen Rochard (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Tax Optimization Strategies for Bitcoin Holders
This chapter explores various tax strategies for Bitcoin holders, tailored to both high and low-income earners. It covers tax-advantaged accounts, capital gains provisions, and innovative solutions like Bitcoin IRAs, while emphasizing the importance of integrating cryptocurrencies into retirement and real estate investing.
IN THIS EPISODE, YOU’LL LEARN:
- 02:31 - What attracted Morgen into finance.
- 05:56 - How has being a CFA charter holder and being a Bitcoiner contrasted?
- 17:52 - What are the issues most financial advisors have with Bitcoin?
- 24:46 - Why do most financial advisors say "crypto" not Bitcoin?
- 31:06 - How do elderly people that are dependent on a fixed income strategy navigate the current markets?
- 38:32 - What's the best way for Bitcoin'ers to optimize their taxes?
- 46:34 - What do you say to couples that have different risk aversions?
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Morgen's Twitter.
- Morgen's Book.
- Morgen's Origin Wealth Advisers.
- New to the show? Check out our We Study Billionaires Starter Packs.
- Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
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