This conversation with Morgen Rochard delves into financial planning for Bitcoin investors, emphasizing long-term strategies over short-term trading to match Bitcoin investments with long-term liabilities. It covers diverse aspects like windfall management, diversification, and risk tolerance, stressing the importance of using tools such as tax loss harvesting to optimize tax implications. Additionally, Morgen and Josh highlight the need for personal reflection and informed decision-making, cautioning against the influence of financial influencers and underscoring the role of thorough understanding in managing investments and potential impacts like those from ETFs on the market.

WE COVER:

• Time Horizon is critical in financial planning
• Diversification Ideas
• Allowing Uncle Sam ONLY the tip
• Paying off a Mortgage–Good Idea?
• Don’t blindly follow influencer advice
• This Bull Run is DIFFERENT

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Watch video of this chat on YouTube here

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ITEMS MENTIONED

• Shelling Out- By Nick Szabo
• Origin Wealth Advisers
• Bitcoin For Advisers Podcast
• Bitcoin Personal Finance Book (coming soon)

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