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Bitcoin: Financial Advisors Must Respond to It

I join the Wicked Pissah Podcast and talk to hosts Chris Boyd, CFP® and Jeff Tomaneng, CFP® about Bitcoin and the future of finance.

By |2021-03-31T10:38:06-05:00March 30th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin: Financial Advisors Must Respond to It

Bitcoin Discussion for Skeptical Financial Advisors

Learning the basics about Bitcoin will allow advisors to answer the most common questions they're going to get from clients.

By |2021-03-16T10:35:01-05:00March 15th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin Discussion for Skeptical Financial Advisors

Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients

Arthur Salzer discusses how his firm decided to allocate a percentage of his clients' assets into Bitcoin and the thinking and logistics that went into that decision.

By |2021-03-15T14:53:08-05:00March 1st, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients

What is DeFi?

DeFi is blowing up the financial system by changing the assets we can invest in and how we buy, sell, lend, and store them.

By |2021-03-15T14:57:08-05:00February 15th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on What is DeFi?

Bitcoin is Digital Social Justice

Tyrone Ross on how Bitcoin is, among other things, an onramp to the financial system.

By |2021-03-15T14:56:57-05:00January 29th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin is Digital Social Justice

Deflation and the End of Fiat

The first couple of Bitcoin, Pierre and Morgen Rochard, discuss the role of Bitcoin in a new monetary world.

By |2021-03-15T14:56:46-05:00January 25th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Deflation and the End of Fiat

Understanding Bitcoin and busting myths with Adam Blumberg

Adam Blumberg on what Bitcoin is, why it was developed, what problems it is trying to solve, and what, if anything, you should do about it.

By |2021-05-03T10:48:38-05:00December 14th, 2020|Between Now and Success, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Understanding Bitcoin and busting myths with Adam Blumberg

Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA

Marty Bicknell, founder of Mariner Wealth Advisors, is making another innovative move: his firm will offer bitcoin to its clients.

By |2021-05-03T10:49:47-05:00December 7th, 2020|Between Now and Success, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA

Bitcoin, MMT, and the Narratives That Shape Our Behavior

Nathaniel Whittemore discusses how understanding the context behind dominant narratives can help build bridges, stimulate new ideas, and push us all forward.

By |2021-05-10T11:12:04-05:00November 2nd, 2020|Between Now and Success, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin, MMT, and the Narratives That Shape Our Behavior

The Wild 5,000 Year Ride of Money

A 5,000 year arc that explores the beginning of money, how it has evolved over time, and the role gold, central banking, Modern Monetary Theory and yes, bitcoin, play in it.

By |2021-05-10T11:12:51-05:00August 24th, 2020|Between Now and Success, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on The Wild 5,000 Year Ride of Money