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.

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Introduction

00:00 • 4min

Evolution of Understanding Bitcoin as an Investment Option

04:17 • 4min

Understanding the Difference Between Savings and Investment

08:24 • 4min

Allocating Bitcoin in Investment Portfolios

12:07 • 18min

Self-custodying Bitcoin and the Role of ETFs in Investment

29:40 • 5min

Setting up a Trust for Bitcoin Protection

34:48 • 18min

Challenges of Getting Couples Interested in Bitcoin

52:47 • 2min

In this episode with Morgen Rochard, CFA, CFP®, RLP® we cover:

Long term planning with Bitcoin (saving vs. investing)
Planning with Bitcoin for different life stages (accumulating wealth, versus retirement)
How much should you allocate to Bitcoin? Should you diversify?
Challenges and opportunities with regards to estate planning - should you put your Bitcoin in a trust?
CFP Board's informal inquiry of the Bitcoin Financial Advisors Network
Will financial planners start recommending spot Bitcoin ETFs?

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Morgen Rochard, CFA, CFP®, RLP® manages Origin Wealth Advisers LLC, a fee-only, registered investment advisory firm. Alongside this, she is also a bitcoin financial consultant at her firm Money Owners LLC. Morgen is the author of the "Personal Financial Quickstart Guide" and a co-host on the "Bitcoin for Advisors" podcast. She is also in the process of writing a book focused on Bitcoin and personal finance. Follow her on X at: https://twitter.com/MorgenRochard

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Mentioned Links: https://www.originwa.com https://www.moneyowners.com https://www.bitcoinpersonalfinancebook.com https://bitcoinfinancialadvisorsnetwork.com/ ---

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