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Blue Collar Bitcoin
BCB152: MORGEN ROCHARD — Planning For Generational Wealth
Apr 12, 2024
Financial planning expert Morgen Rochard discusses long-term strategies for Bitcoin investments, emphasizing diversification, tax loss harvesting, and risk tolerance. Avoid influencer advice, focus on personal reflection, and understand impacts of ETFs in the market.
01:08:11
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Quick takeaways
- Long-term strategies are crucial for matching Bitcoin investments with liabilities.
- Tax loss harvesting can optimize tax implications and manage tax obligations effectively.
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Considerations for Financial Planning
When engaging in financial planning, it is crucial to factor in various elements to make informed decisions. One critical aspect revolves around assessing one's risk tolerance and looking at the timing of needing assets. Evaluating short-term versus long-term requirements can help in determining where to allocate investments.
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Discover
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