Onramp Media

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

Jul 28, 2023

01:37:11

Creator website

Episode guests

Morgen Rochard

AI Chapters

Episode notes

Introduction

5min

The Differences Between One and Two Children

5min

How to Avoid Compulsive Spending on Bitcoin

2min

The Psychology of Compulsive Investments

2min

The Impact of Bitcoin on Wealth Management

3min

How to Get Clients to Hold Their Own Keys to Bitcoin

5min

How to Make Bitcoin Easy for Wealth Managers

3min

The Future of Advisors' Fees

4min

The Future of Vini Business

2min

10.

The Importance of Portfolio Diversification in Financial Advisors

4min

11.

The Importance of Education for Advisors

2min

12.

The Pros and Cons of Offering Services in the Cryptocurrency Market

4min

13.

The Future of Financial Advisors

2min

14.

The Benefits of Cryptocurrency for Advisors

6min

15.

The Importance of Educating Your Client on Bitcoin

1min

16.

How to Make Money in Bitcoin

2min

17.

How to Integrate With Financial Planning Software

2min

18.

The Future of Bitcoin

3min

19.

How to Buy Bitcoin in a Traditional Ira

3min

20.

How to Protect Wealth Outside of Your Traditional Personal Holdings

4min

21.

The Importance of Being Protected in the Future

2min

22.

How to Allocate Assets for Bikwin

4min

23.

How to Rebalance Your Portfolio

2min

24.

How to Allocate for the Future

2min

25.

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

4min

26.

The Importance of Wealth Preservation and Stewardship

5min

27.

How to Preserve Wealth Over Time

5min

28.

The Importance of Mushrooms

6min

29.

The Importance of Moderation in Financial Advice

3min

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.

Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It's not just another asset - in the digital age, it's the Last Trade that investors will ever need to make.

https://www.moneyowners.com/

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