Bitcoin Financial & Estate Planning with Morgen Rochard: Long-Term Savings, Trusts and Retirement [ORBbGyLFjo]

2025-01-02T03:23:28-0600

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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? Bio: Morgen Rochard manages Origin Wealth Advisers LLC, a fee-only, registered investment advisory firm. 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 writing a book focused on Bitcoin and personal finance. Morgen earned her Bachelor's Degree in Health Science from Boston University. Follow Morgen on X at: https://twitter.com/MorgenRochard  ⚡ Coin Stories is powered by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at https://ir.bitdeer.com/?utm_source=coinstories&utm_medium=cpm&utm_campaign=1227. Natalie’s Promotional Links: ✔️ Buy Bitcoin, secure it through multisig Collaborative custody, start a Bitcoin IRA or take out a Bitcoin loan with UNCHAINED: https://shorturl.at/jmW29 promo code Natalie ✔️ Bitcoin Nashville is July 25-27, 2024! Get 10% off your passes using the code HODL at https://b.tc/conference ✔️ This year Bitcoin 2024 debuts in Asia -- May 9-10, 2024 in Hong Kong! Use HODL or this link for 10% off: https://asia.b.tc/discount/HODL ✔️ Get 5% off your Bitcoin cold storage solutions at Coinkite, including the ColdCard wallet: https://shorturl.at/apsLU ✔️ https://bitcointreasuries.net/ is the best and most up-to-date source of Bitcoin holdings by publicly traded companies, ETFs, governments and other entities. It is community maintained, and you can be a contributor. Check out the amazing graphs! ✔️ CrowdHealth offers the Bitcoin community an alternative to health insurance. I now spend just ~$100 a month on my health care. Sign up: https://www.joincrowdhealth.com/natalie 🗒️ IN THIS EPISODE: 00:00 Starting at Bear Stearns 2:26 Merrill Lynch, EBS 2:47 Starting own firm at 28 3:29 Meeting Pierre Rochard 4:05 How did she learn about Bitcoin? 8:12 Bitdeer Technologies Group promo 9:12 Saving vs. investing 11:50 How much Bitcoin should I own? 17:31 Bitcoin's role in financial planning 20:29 Bitcoin Sharpe ratio 24:10 How Bitcoin relieves stress 27:01 Bitcoin fixes the future; self-custody 29:23 Bitcoin 2024 promo 29:50 Coinkite Coldcard Wallet promo 30:09 CrowdHealth promo 30:38 What's the SEC say about Bitcoin? 34:32 Protecting your Bitcoin 38:08 Bitcoin in estate planning 44:06 CFP targets Bitcoin Financial Advisors Network 46:49 Forces of freedom vs. control 49:16 Men investing vs. women investing 52:31 Women in Bitcoin 💡 OTHER RESOURCES Natalie’s website https://talkingbitcoin.com/ Origin Wealth Advisers, LLC https://www.originwa.com Money Owners, LLC https://www.moneyowners.com Morgen’s Book https://www.bitcoinpersonalfinancebook.com https://bitcoinfinancialadvisorsnetwork.com/ 💰 VALUE FOR VALUE — SUPPORT NATALIE’S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories FOLLOW NATALIE ON SOCIAL MEDIA📱 🐦 Twitter https://twitter.com/natbrunell 💻 Instagram https://www.instagram.com/nataliebrunell 👔 Linkedin https://www.linkedin.com/in/nataliebrunell Producer: Aron Bender https://www.linkedin.com/in/aron-bender/ DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #bitcoin #crypto #money