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:   / 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=co....

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.bitcoinpersonalfinanceboo...
https://bitcoinfinancialadvisorsnetwo...

💰 VALUE FOR VALUE — SUPPORT NATALIE’S SHOWS
Strike ID https://strike.me/coinstoriesnat/
Cash App $CoinStories

FOLLOW NATALIE ON SOCIAL MEDIA📱
🐦 Twitter   / natbrunell  
💻 Instagram   / nataliebrunell  
👔 Linkedin   / nataliebrunell  

Producer: Aron Bender   / aron-bender  

DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #bitcoin #crypto #money