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BTC Financial Advisor Roundtable | Morgen Rochard & Jim Crider

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Manage episode 349692115 series 2795240
Content provided by Andy Flattery, CFP® and Andy Flattery. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Flattery, CFP® and Andy Flattery 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.

Financial Advisors gather to discuss the intersection of bitcoin and financial advice.
In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world:
- The dead end of "trying to make money on bitcoin"
- What is going well regarding tools and the regulatory environment
- What is on our wish list of products & services
- Why FAs should take their own advice and play the long game with bitcoin
- Introducing the Bitcoin Financial Advisors Network
Show notes: https://bitcoinfinancialadvisorsnetwork.com/btc-financial-advisor-roundtable-podcast/

Outro: https://www.youtube.com/watch?v=j54Yk3xSYx4

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to
andy@simplewealthkc.com
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 349692115 series 2795240
Content provided by Andy Flattery, CFP® and Andy Flattery. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Flattery, CFP® and Andy Flattery 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.

Financial Advisors gather to discuss the intersection of bitcoin and financial advice.
In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world:
- The dead end of "trying to make money on bitcoin"
- What is going well regarding tools and the regulatory environment
- What is on our wish list of products & services
- Why FAs should take their own advice and play the long game with bitcoin
- Introducing the Bitcoin Financial Advisors Network
Show notes: https://bitcoinfinancialadvisorsnetwork.com/btc-financial-advisor-roundtable-podcast/

Outro: https://www.youtube.com/watch?v=j54Yk3xSYx4

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to
andy@simplewealthkc.com
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

  continue reading

62 episodes

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