White Coat Investor Podcast cover image

WCI #342: Captive Insurance

White Coat Investor Podcast

00:00

Discussing Requirements for Being a Trusted Advisor and Allowed Securities

This chapter discusses the requirements for being a trusted advisor in a brokerage account, including the need for a bank account, types of securities allowed, the importance of liquidity, and restrictions on investing in Bitcoin.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app