BTC075: Talking w/ Your Advisor About Bitcoin w/ Morgen Rochard (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Navigating Bitcoin Conversations with Clients
This chapter explores the challenges investment advisors face when discussing Bitcoin with clients of varying knowledge levels. It emphasizes the importance of adapting communication styles and understanding economic perspectives to effectively address client concerns and optimize financial strategies related to Bitcoin.
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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