Morgen Rochard: Financial and Estate Planning with Bitcoin for Singles, Couples and Families

Feb 1, 2024

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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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 www.bitdeer.com. 

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This podcast is for educational purposes and should not be construed as official investment advice.

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