BTC075: Talking w/ Your Advisor About Bitcoin w/ Morgen Rochard (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Navigating Crypto and Stock Investments
This chapter examines the speculative nature of investments in cryptocurrency and tech stocks, highlighting the risky pursuit of extraordinary returns by clients and advisors. It also addresses generational differences in investment strategies, emphasizing the importance of education and disciplined allocation in evolving portfolios.
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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