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Bitcoin: Enigma no more

1:00 - The growing interest in Bitcoin 3:30 - Institutional vs. retail interest 9:30 - The underlying technology 14:00 - Regulatory environment 21:00 - What can advisers do now? 23:40 - Takeaways and discussion Related article:  Advisers agree: It’s time to stop ignoring Bitcoin Related video:  Bit…
In this episode, you'll hear about The rise of free trading apps and gamification of investing. Can financial education be gamified? The power of saving and budgeting. 'Nudges' vs 'Sludge.' Does TikTok provide an important clue to unlocking financial education? The role of advisers. Nicole and Sea…
Our first episode will be "The Tech Pipeline."  Sean and Nicole look ahead at what’s in store for 2021 and a Venture Capitalist shares his vision of the tech pipeline as his firm looks to invest in the next great software.  

The Tech Pipeline

2:00 - The surge in fintech and wealthtech funding in 2020 4:00 - Why there's room for more investment in the fintech sector 6:00 - Key problems to solve - customer experience 8:30 - A source of solutions - Artificial Intelligence 11:00 - How AI is making a difference for fintech solutions 13:30 -…
In this episode, you'll hear about What is TikTok #personalfinance is getting more play on social than fitness or health tips The risks  of 'degenerate' trading showcased on TikTok How one former CFP grew to over 2 million followers on TikTok NYC adviser Doug Boneparth's strategies for using twitt…
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