This conversation with Morgen Rochard delves into financial planning for Bitcoin investors, emphasizing long-term strategies over short-term trading to match Bitcoin investments with long-term liabilities. It covers diverse aspects like windfall management, diversification, and risk tolerance, stressing the importance of using tools such as tax loss harvesting to optimize tax implications. Additionally, Morgen and Josh highlight the need for personal reflection and informed decision-making, cautioning against the influence of financial influencers and underscoring the role of thorough understanding in managing investments and potential impacts like those from ETFs on the market.

WE COVER:

Time Horizon is critical in financial planning
Diversification Ideas
Allowing Uncle Sam ONLY the tip
Paying off a Mortgage–Good Idea?
Don’t blindly follow influencer advice
This Bull Run is DIFFERENT

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ITEMS MENTIONED

Shelling Out- By Nick Szabo
Origin Wealth Advisers
Bitcoin For Advisers Podcast
Bitcoin Personal Finance Book (coming soon)

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BCB152: MORGEN ROCHARD — Planning For Generational Wealth

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