ABOUT THIS EPISODE
Discover Morgen Rochard's captivating journey from a pre-med student to a successful financial advisor and Bitcoin enthusiast in our latest Virtual U.S. Financial Advisor podcast episode. Rochard takes us through her career, life planning, and the ever-evolving world of Bitcoin.
As a passionate advocate for financial planning and education, she shares valuable insights into how a deeper understanding of money can help make informed decisions about Bitcoin and other financial assets.
In this thought-provoking episode, Morgen Rochard discusses the nature of money and how Bitcoin could potentially revolutionize the financial world. With its static monetary policy and finite supply, Bitcoin presents a promising alternative to traditional currencies. But what does the future hold for Bitcoin, and will it eventually replace traditional currencies?
Find out what sets Bitcoin apart from other cryptocurrencies and learn about the advantages of self-custody with various wallet types. Explore how innovative companies are bridging the gap between Bitcoin and traditional financial services, making the use of cryptocurrencies more accessible and secure. Finally, delve into cryptocurrencies' taxation and monetary policies, with expert advice on allocation and resources for further learning.
Here are the top-must-listen takeaways from the podcast:
(9:19) Financial planning and its personalization based on priorities
(13:36) The difference between embracing and rejecting bitcoin
(15:07) Understanding bitcoin subdivisions: what are Satoshis?
(19:08) Revisiting our understanding of money and exploring its complexities
(19:58) The importance of long-term financial planning
(20:43) What is the inevitable impact of inflation on your money?
(27:17) What happens when all bitcoin is created?
(39:55) Tax implications of buying and holding bitcoin
Don't miss this exciting episode that offers valuable insights into the relationship between money, Bitcoin, and financial planning. Listen now to expand your knowledge and start thinking about the future of money.
About Morgen
Morgen Rochard CFA, CFP®, RLP®, is a passionate financial planner and founder of Origin Wealth Advisers LLC, an independent, fee-only practice that focuses on helping young families and professionals align their finances with their life goals. With over a decade of experience in finance, Rochard brings a unique perspective to her clients, having worked in derivatives trading, portfolio management, and private wealth.
She obtained her CFP (Certified Financial Planner) and RLP (Registered Life Planner) designations to better serve her clients. She takes pride in providing real advice to real people who want to get serious about their financial future.
In addition to her financial planning work, Rochard hosts two podcasts, Money Owners Podcast and Bitcoin for Advisors, where she shares insights on money mindset and bitcoin. Her diverse experiences and unwavering commitment to her clients make her a valuable asset to anyone seeking to achieve financial independence and live the life they want.
Disclaimer:
The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investment, legal or tax advice. Always seek the advice of your financial advisor or other qualified professionals with any questions you may have regarding your business or personal planning.
