Understanding Bitcoin Financial Services and Inheritance Planning

This chapter highlights the critical need for individuals to reassess their financial strategies amid shifting trust in cryptocurrency exchanges. The speakers explore personal asset management, Bitcoin services, and innovative tools for retirement and inheritance planning.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:07 - What has been happening at Unchained Capital since the FTX blow-up?
07:13 - What are some of the most common concerns of Self-Custody?
12:47 - Why is Title and Possession such an important thing to cover with inheritance planning?
22:43 - The difference between non-probate assets versus probate assets.
28:38 - What are the risks of not properly performing inheritance planning?
30:15 - Checkbook IRA versus other methods.
39:59 - Legal and policy update after the FTX situation.
01:01:37 - Biggest mistakes people make in inheritance planning.

Disclaimer: Slight discrepancies in the timestamps 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.
Unchained Capital.
Information on the The McNulty Case.
Jeff Vandrew's Twitter.
Phil Geiger's Twitter.
Related Episode: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew - BTC069.

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