Morgen Rochard is a Certified Financial Advisor and Certified Financial Planner who helps her clients plan for their financial futures with Bitcoin.
Chapters
00:00 Introduction and Personal Background
04:48 Becoming a Bitcoin Financial Advisor
08:37 Early Discussions about Bitcoin with Clients
12:16 Explaining Bitcoin vs. Other Cryptocurrencies
25:38 Measuring Family Assets in Bitcoin
26:22 View on Bitcoin vs. Dollars
28:53 Research on Retirement Planning
33:13 Risks to Bitcoin
37:31 Generational Impact of Bitcoin
40:01 The Future of Investing with Bitcoin
42:25 Conclusion and Where to Find More Information
Connect with Morgen
Origin Wealth Advisers: https://www.originwa.com/
Money Owners: https://www.moneyowners.com/
Bitcoin For Advisors (Podcast): https://open.spotify.com/show/4tincGXJNpmMUHYev73t3l
Personal Finance QuickStart Guide (Book): https://amzn.to/48IMqHz
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