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.
Matt Golliher - Pivoting an Advisory Practice to Focus on Bitcoin
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:
How did you become interested in bitcoin? What’s the origin story?
How do you talk to clients about bitcoin today?
What have you all done at Vista to lean into bitcoin more?
Do you believe in diminishing returns for bitcoin?
What problem does bitcoin fix in your eyes?
What is most underappreciated about bitcoin?
How does bitcoin fail in your mind?
A special project he shares a sneak peek of...
Want to learn more about bitcoin as a financial advisor and earn CFP® CE?
START HERE @ www.adviceonbitcoin.com (https://www.adviceonbitcoin.com/)
Guest Links
Vista Investment Partners (https://vistainvestment.com/home)
Matt's Twitter (https://twitter.com/MattGolliher)
Matt's LinkedIn (https://www.linkedin.com/in/matt-golliher-27a50599/)
2 Nov 2023
Ryan Kirlin - Bitcoin is Too Hard: A Bitcoin Discussion
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.
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?
Ryan's general take on bitcoin and the issues he has.
Ryan's thoughts of bitcoin as "hot money"
Can governments seize and possess bitcoin?
Personal Property Rights
Inflation and Money Supply Growth
Why assets need to perform well in inflation and deflation.
Ryan's Tweet on ETFs that's applicable to bitcoin.
Bitcoin in a portfolio with other assets and the results.
Ryan's challenge of picking growth stocks vs. bitcoin.
AND so MUCH MORE
Want to learn more about bitcoin as a financial advisor and earn CFP® CE?
START HERE @ www.adviceonbitcoin.com (https://www.adviceonbitcoin.com/)
Check out Alpha Architect Website (https://alphaarchitect.com/)
24 Aug 2023
TJ Van Gerven - Evolving Your Bitcoin Views
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.
What has been the biggest learning lesson in launching Modern Wealth Builders for TJ?
His non-consensus view as a financial planner
How his thoughts on bitcoin have evolved.
Why self-custody matters.
How to think about bitcoin - money/investment asset/other.
Talking about bitcoin to clients vs. owning it yourself.
Is bitcoin just digital gold?
AND so much more!
Want to learn more about bitcoin as a financial advisor and earn CFP® CE?
START HERE @ www.adviceonbitcoin.com (https://www.adviceonbitcoin.com/)
Guest Links
TJ's LinkedIn (https://www.linkedin.com/in/tjvangerven/)
Modern Wealth Builders (https://modernwealthbuilders.com/)
15 Aug 2023
Phil Bak - Debt, Defaults, Free Markets, and bitcoin
Alright, in this episode I’m joined by Phil Bak CEO, Armada ETF Advisors. Phil has been in the ETF industry for over 15 years. He’s a great Twitter follow for insights and laughs – weekends are for memes are one of my personal favorites. Phil’s done a ton in his career and he’s had some opinions on bitcoin over time and I want to unpack those as well.
Phil's ETFs at Armada & why REITs are interesting today.
The debt load in America & why it matters.
Why MMT was wrong but important.
Soft landings and the Dollar's Reserve Status.
Why bitcoin advocates cheering on Blackrock is frustrating.
His issues with Michael Saylor.
What he likes about bitcoin and its redeeming qualities.
Tether and why that's an area he's concerned about.
How he'd fix the current broken financial system.
His best advice for folks (non-bitcoin related)
Phil's Twitter (https://twitter.com/philbak1)
Armada ETF Advisors (https://www.armadaetfs.com/)
11 Aug 2023
Kane McGukin - An Objective Look at Bitcoin
In this episode, I'm joined by Kane McGukin. Kane is a data strategist at Arkos Global Advisors. He has a unique educational background with finance and business administration paired with computer science. He hosts the Navigating Bitcoin's Noise podcast and writes a substack called The Mesh Point. He has had some incredible conversations and thoughts shared on both highly recommend them. We talk through:
His bitcoin origin story.
How advisors rolls may change as bitcoin adoption happens.
ETFs and bitcoin.
Custody solutions for bitcoin.
What concerns he has for bitcoin in the future.
A non-consensus view he holds about bitcoin.
A resource for advisors to learn more.
Want to learn more about bitcoin as a financial advisor and earn CFP® CE?
START HERE @ www.adviceonbitcoin.com (https://www.adviceonbitcoin.com/)
Guest Links
Kane's Twitter (https://twitter.com/kanemcgukin)
Navigating Bitcoin's Noise Podcast (https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361)
The Mesh Point - Substack (https://kanemcgukin.substack.com/)
SUBSCRIBE ON YOUTUBE (https://www.youtube.com/channel/UCT2ANR8klzfkoDJOQLc6vsw/)
3 Aug 2023
Mike Troxell, CPA - Hype Is Hard As We Don't Know The Future
In this episode, I’m joined by long-time advisor friend Mike Troxell. Mike owns Modern Financial Planning – he is a financial planner and CPA- he is a 2x Investopedia top 100 advisor. Mike works with a lot of individuals and families in the technology space with complex tax questions. Mike is not pro/anti bitcoin - but brings a healthy skepticism to this conversation. We discuss.
His background and the firm he's started and grown.
Ideal clients.
Questions he's heard in regards to bitcoin & crypto.
His thoughts on the "hype" and "promises" of bitcoin promoters.
His questions on bitcoin.
Why he feels we cannot make future bitcoin predictions.
And so MUCH MORE
Want to learn more about bitcoin as a financial advisor and earn CFP® CE?
START HERE @ www.adviceonbitcoin.com (https://www.adviceonbitcoin.com/)
SUBSCRIBE ON YOUTUBE (https://www.youtube.com/channel/UCT2ANR8klzfkoDJOQLc6vsw/)
Mike's LinkedIn (https://www.linkedin.com/in/miketroxell/)
Modern Financial Planning (https://www.modernfp.com/)
24 Jul 2023
Thomas Kopelman - Chatting bitcoin & UHNW Client Financial Planning
Alright welcome to CFPs that Stack – I’m joined by someone that most advisors don’t need an introduction to Thomas Kopelman. For those living under a rock – Thomas is the co-founder of AllStreet Wealth – an Investopedia top 100 advisor – Social Media Marketing Guru – host of The Long Game Podcast (https://podcasts.apple.com/us/podcast/the-long-game/id1535832851) and involved with www.wealth.com (www.wealth.com) a estate planning solution for advisors and clients. We chat through:
How social media has helped Thomas grow and scale.
Why leaving the broker-dealer was the best thing that happened to him.
Ideal clients and how that's evolving.
What do most of his client's think about bitcoin (surprising most already own it).
His view on bitcoin and his personal allocation.
His question for me.
Want to learn more about bitcoin as a financial advisor and earn CFP® CE?
START HERE @ www.adviceonbitcoin.com (https://www.adviceonbitcoin.com/)
Guest Links
Thomas' Twitter (https://twitter.com/TKopelman)
AllStreet Wealth (https://www.allstreetwealth.com/)
27 Jun 2023
Jacob Phelps - Curiosity & Reimagined Role for Advisors w/bitcoin
In this episode, we are joined by Jacob Phelps who is a CERTIFIED FINANCIAL PLANNER™. Jacob moved from Indiana to Colorado and comes at bitcoin from the technology lense vs. monetary properties. This leads to a deeper dive into what a future service offering might look like from financial advisors.
His journey to bitcoin
What opportunities are there for advisors leveraging bitcoin.
The educational gap that advisors can fill.
Why bitcoin vs. crypto really is just common sense.
Exciting happenings in bitcoin development that he is excited about.
Follow Jacob on Twitter - @colbitrun (https://twitter.com/colbitrun)
To learn more about bitcoin and earn 8 hours of CFP® CE head to www.adviceonbitcoin.com (https://www.adviceonbitcoin.com/)
19 Jun 2023
Andy Flattery - Leveraging the bitcoin "brand" for RIA growth
In this episode, we are joined by Andy Flattery. Andy is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning in North Kansas City, MO (https://simplewealthkc.com/). He specializes in advising young and affluent families in the earlier stages of wealth building.
Previously, Andy was a Financial Advisor at two of the largest Financial institutions in North America, including BMO Wealth Management and RBC Wealth Management.
Andy enjoys playing (way too many) rec sports, trail running, guitar, and chasing their three children around the yard. He is the creator and host of The Reformed Financial Advisor podcast (https://simplewealthkc.com/reformed-financial-advisor-podcast/).
We discuss
How Andy found bitcoin and the "why" behind it for him.
Is bitcoin an investment or savings?
Are index funds the holy grail of investing?
Leveraging content and his brand to build a pipeline of prospective clients.
Why young families are interested in bitcoin and how it solves a problem for them.
How to think about any advisor's personal investment allocation.
Why financial planning fits so well alongside bitcoin.
And so much MORE
Guest Suggestions
Bitcoin is Venice (https://www.uncerto.com/book)
The Bitcoin Standard (https://saifedean.com/tbs)
25 May 2023
The Intro - What's The Purpose of the Show
In the inaugural episode, Trent and Isaiah recap what the show is designed to be and why financial advisors should care about bitcoin. They share what has them excited today, what's www.adviceonbitcoin.com (www.adviceonbitcoin.com), and some favorite resources.
Check out Advice on Bitcoin to get 8 hours of CFP® CE credits and learn about bitcoin (https://www.adviceonbitcoin.com/pl/2147684260)
Articles referenced in the show
Bitcoin's Full Potential Valuation (https://www.onceinaspecies.com/p/bitcoins-full-potential-valuation)
Bitcoin is Not a Hedge (https://bitcoiner.ghost.io/bitcoin-is-not-a-hedge/)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Spotify
5.0 / 5
1 ratings
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