Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.
CFPs that Stack
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10 episodes
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Podcast Overview
Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.
Language
🇺🇲
Publishing Since
5/25/2023
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Recent Episodes
November 21, 2023
Matt Golliher - Pivoting an Advisory Practice to Focus on Bitcoin
<p>In this episode, Matt Golliher, a financial advisor at Vista Investment Partners. He’s a Bitcoin advocate and recently helped pivot Vista to be more bitcoin-focused as he and the team view bitcoin as being a big part of financial advice and guidance into the future. We discuss:</p><ul><li>How did you become interested in bitcoin? What’s the origin story?</li><li>How do you talk to clients about bitcoin today?</li><li>What have you all done at Vista to lean into bitcoin more?</li><li>Do you believe in diminishing returns for bitcoin?</li><li>What problem does bitcoin fix in your eyes?</li><li>What is most underappreciated about bitcoin?</li><li>How does bitcoin fail in your mind?</li><li>A special project he shares a sneak peek of...</li></ul><br/><p><u>Want to learn more about bitcoin as a financial advisor and earn CFP® CE? </u></p><p><a href="https://www.adviceonbitcoin.com/" rel="noopener noreferrer" target="_blank">START HERE @ www.adviceonbitcoin.com</a></p><p>Guest Links</p><ul><li><a href="https://vistainvestment.com/home" rel="noopener noreferrer" target="_blank">Vista Investment Partners </a></li><li><a href="https://twitter.com/MattGolliher" rel="noopener noreferrer" target="_blank">Matt's Twitter</a></li><li><a href="https://www.linkedin.com/in/matt-golliher-27a50599/" rel="noopener noreferrer" target="_blank">Matt's LinkedIn</a></li></ul><br/>
November 2, 2023
Ryan Kirlin - Bitcoin is Too Hard: A Bitcoin Discussion
<p>Ryan Kirlin is the President of Alpha Architect. Ryan’s role is working with financial advisors to analyze and create affordable, tax-efficient, investment portfolios in partnership with Alpha Architect and our investment strategies. Alpha Architect empowers investors Through Education and is focused on quantitative investing strategies. Ryan and I have known each other for years - and hold a lot of similar views except on bitcoin. I had to have him join and I think our conversation can help enlighten some of the areas we don't see eye to eye on. And Ryan using more Warren Buffet quotes than he ever has before. </p><ul><li>We chat about what Alpha Architect does and the one or two things he feels most advisors get wrong about Alpha Architect or quantitative investing it’s what?</li><li>Ryan's general take on bitcoin and the issues he has. </li><li>Ryan's thoughts of bitcoin as "hot money" </li><li>Can governments seize and possess bitcoin?</li><li>Personal Property Rights</li><li>Inflation and Money Supply Growth</li><li>Why assets need to perform well in inflation and deflation. </li><li>Ryan's Tweet on ETFs that's applicable to bitcoin. </li><li>Bitcoin in a portfolio with other assets and the results.</li><li>Ryan's challenge of picking growth stocks vs. bitcoin. </li><li>AND so MUCH MORE</li></ul><br/><p><strong><u>Want to learn more about bitcoin as a financial advisor and earn CFP® CE? </u></strong></p><p><a href="https://www.adviceonbitcoin.com/" rel="noopener noreferrer" target="_blank"><strong>START HERE @ www.adviceonbitcoin.com</strong></a></p><p><a href="https://alphaarchitect.com/" rel="noopener noreferrer" target="_blank"><strong>Check out Alpha Architect Website </strong></a></p>
August 24, 2023
TJ Van Gerven - Evolving Your Bitcoin Views
<p>Alright, today I’m joined by TJ Van Gerven, who is a fee-only financial planner and a CFP®. TJ and I launched their RIAs at about the same time in 2018, and have connected lots since then. TJ works with Equity Compensated Professionals at his firm, Modern Wealth Builders. We discuss RIA ownership and bitcoin in this episode. </p><ul><li>What has been the biggest learning lesson in launching Modern Wealth Builders for TJ?</li><li>His non-consensus view as a financial planner</li><li>How his thoughts on bitcoin have evolved.</li><li>Why self-custody matters.</li><li>How to think about bitcoin - money/investment asset/other.</li><li>Talking about bitcoin to clients vs. owning it yourself. </li><li>Is bitcoin just digital gold? </li><li>AND so much more!</li></ul><br/><p><strong><u>Want to learn more about bitcoin as a financial advisor and earn CFP® CE? </u></strong></p><p><a href="https://www.adviceonbitcoin.com/" rel="noopener noreferrer" target="_blank"><strong>START HERE @ www.adviceonbitcoin.com</strong></a></p><p><strong><u>Guest Links</u></strong></p><p><a href="https://www.linkedin.com/in/tjvangerven/" rel="noopener noreferrer" target="_blank">TJ's LinkedIn</a></p><p><a href="https://modernwealthbuilders.com/" rel="noopener noreferrer" target="_blank">Modern Wealth Builders</a> </p>
10 total episodes available
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