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#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20

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Manage episode 367336027 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets.

The questions abound:

  • Is it safe?
  • Who should and shouldn’t own it?
  • How much for a client’s portfolio?
  • How do I deal with the logistics of ownership, rebalancing, digital wallets, and compliance oversight?
  • What about bad actors - be it platforms like FTX, failed coins, or even illicit uses?

Join chapter past-presidents Chris Boyd & Jeff Tomaneng as we hear about Ric's journey from journalist to national radio show host, to best selling author, to building the nation’s largest RIA firm. We’ll also hear about Ric’s latest endeavor to educate financial professionals about digital assets. Whether you agree or disagree about the uses of cryptocurrency, you’ll enjoy Ric Edelman’s passion and enthusiasm for this emerging asset class. Let us know what you think? Let’s talk about Cryptocurrency!

https://www.linkedin.com/in/ricedelman/

https://dacfp.com/

https://www.amazon.com/Truth-About-Crypto-Easy-Understand/dp/1668002329

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 367336027 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets.

The questions abound:

  • Is it safe?
  • Who should and shouldn’t own it?
  • How much for a client’s portfolio?
  • How do I deal with the logistics of ownership, rebalancing, digital wallets, and compliance oversight?
  • What about bad actors - be it platforms like FTX, failed coins, or even illicit uses?

Join chapter past-presidents Chris Boyd & Jeff Tomaneng as we hear about Ric's journey from journalist to national radio show host, to best selling author, to building the nation’s largest RIA firm. We’ll also hear about Ric’s latest endeavor to educate financial professionals about digital assets. Whether you agree or disagree about the uses of cryptocurrency, you’ll enjoy Ric Edelman’s passion and enthusiasm for this emerging asset class. Let us know what you think? Let’s talk about Cryptocurrency!

https://www.linkedin.com/in/ricedelman/

https://dacfp.com/

https://www.amazon.com/Truth-About-Crypto-Easy-Understand/dp/1668002329

  continue reading

150 episodes

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