Morgen Rochard, CFA, CFP®, RLP® is the owner and lead financial planner of her fee-only, registered investment advisory firm, Origin Wealth Advisers LLC. She is also a financial consultant at her firm Money Owners LLC, author of the Personal Financial Quickstart Guide and co-host of the "Bitcoin for Advisors" podcast.
During this conversation, we discussed,
- Her background
- Journey down the rabbit hole
- Financial Planning services
- Orange pilling her clients
- Common questions she gets regarding bitcoin
- Percentage allocation for bitcoin
- F.I.R.E movement
- Tackling environmental concerns of bitcoin
- What is financial independence
- Goal oriented portfolio services
- Biggest threat to bitcoin
- Operation choke point
- Current book she is working on
Mentioned
@BitcoinPierre
@thetrocro
@LakeBitcoin
@BitcoinIslandHQ
If you found this insightful/entertaining, all I ask is that you share it with 1 other person. - Much love ✌️
Podcasting 2.0 apps
Fountain FM - https://fountain.fm/show/tPBWCEAPOojsErjvO110
Breez - https://breez.technology/
You can find Morgen on
Twitter: @MorgenRochard
Websites: www.originwa.com
www.moneyowners.com
www.bitcoinpersonalfinancebook.com
bitcoinfinancialadvisorsnetwork.com
NOSTR: npub1rexyltl8ke389qlxqc0707rz77fuuqzdsdd69vlzneaz2p9vnkaq4l6u3c
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Send me a tip 😉 - https://tippin.me/@MeyrickDabsMorgen Rochard, CFA, CFP®, RLP® is the owner and lead financial planner of her fee-only, registered investment advisory firm, Origin Wealth Advisers LLC. She is also financial consultant at her firm Money Owners LLC, author of the Personal Financial Quickstart Guide and co-host of the "Bitcoin for Advisors" podcast.
