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Morgen Rochard: Financial and Estate Planning with Bitcoin for Singles, Couples and Families
Feb 1, 2024
Guest Morgen Rochard discusses long-term planning with Bitcoin, planning for different life stages, allocating Bitcoin in investment portfolios, self-custodying Bitcoin, setting up trusts for Bitcoin protection, and challenges of getting couples interested in Bitcoin.
55:02
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Quick takeaways
- Allocating a higher percentage of one's investment portfolio to Bitcoin is recommended due to its potential as a long-term savings vehicle.
- Bitcoin can be included in a portfolio as a means of savings and to mitigate risks in traditional markets, serving as a hedge against inflation and potentially offering higher returns than traditional assets.
Deep dives
The Importance of Allocating a Higher Percentage to Bitcoin
Allocating a higher percentage of one's investment portfolio to Bitcoin is recommended due to its potential as a long-term savings vehicle. While the traditional recommendation in the past was to allocate a small percentage of the portfolio to Bitcoin, recent observations show that clients have been landing between 40% and 50% allocation to Bitcoin. This is a significant shift from previous recommendations and reflects the growing recognition of Bitcoin's potential as a store of value and long-term investment.
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Discover
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