The Last Trade E010: Building and Managing Generational Wealth with Morgen Rochard

1

Introduction

00:00 • 5min

2

The Differences Between One and Two Children

04:48 • 5min

3

How to Avoid Compulsive Spending on Bitcoin

09:45 • 2min

4

The Psychology of Compulsive Investments

11:37 • 2min

5

The Impact of Bitcoin on Wealth Management

13:54 • 3min

6

How to Get Clients to Hold Their Own Keys to Bitcoin

16:26 • 5min

7

How to Make Bitcoin Easy for Wealth Managers

21:17 • 3min

8

The Future of Advisors' Fees

24:33 • 4min

9

The Future of Vini Business

28:21 • 2min

10

The Importance of Portfolio Diversification in Financial Advisors

30:18 • 4min

11

The Importance of Education for Advisors

34:10 • 2min

12

The Pros and Cons of Offering Services in the Cryptocurrency Market

36:18 • 4min

13

The Future of Financial Advisors

40:36 • 2min

14

The Benefits of Cryptocurrency for Advisors

42:21 • 6min

15

The Importance of Educating Your Client on Bitcoin

47:51 • 1min

16

How to Make Money in Bitcoin

49:17 • 2min

17

How to Integrate With Financial Planning Software

51:29 • 2min

18

The Future of Bitcoin

53:52 • 3min

19

How to Buy Bitcoin in a Traditional Ira

56:55 • 3min

20

How to Protect Wealth Outside of Your Traditional Personal Holdings

01:00:15 • 4min

21

The Importance of Being Protected in the Future

01:04:45 • 2min

22

How to Allocate Assets for Bikwin

01:06:21 • 4min

23

How to Rebalance Your Portfolio

01:10:45 • 2min

24

How to Allocate for the Future

01:12:21 • 2min

25

The Importance of Having a Plan to Pass on Your Wealth to Your Children

01:14:19 • 4min

26

The Importance of Wealth Preservation and Stewardship

01:18:46 • 5min

27

How to Preserve Wealth Over Time

01:23:17 • 5min

28

The Importance of Mushrooms

01:28:35 • 6min

29

The Importance of Moderation in Financial Advice

01:34:37 • 3min