In this episode of The Block Reward, host Scott Dedels sits down with certified financial planner Morgen Rochard to discuss the integration of Bitcoin into financial planning. They explore the evolving perception of Bitcoin, its potential for wealth protection and the impact of inflation on saving strategies. The conversation covers the challenges of educating clients about Bitcoin, the role of financial advisors in a changing digital asset landscape and the implications of Bitcoin ETFs. The speakers highlight the need for ongoing education and adaptation to digital currencies within financial planning and regulatory frameworks.

Origin Wealth Advisers LLC is a fee-only, financial planning firm helping bitcoin families live their most fulfilled lives. Origin provides financial advice and does not sell any products. Prior to founding Origin, Morgen started her career trading equity options and later worked for two large private wealth management firms serving ultra high net worth clients. Morgen has two podcasts, “Bitcoin for Advisors” and “Money Owners,” and also wrote the “Personal Finance QuickStart Guide.” In her free time Morgen homeschools her two young children, cooks, and spends time outside with her family.

What We Discuss:

(00:04:47) The evolving understanding of Bitcoin and the challenges of advising about it.

(00:09:19) The changing narrative of inflation and its relevance in financial planning, as well as the difficulties individuals face in saving for retirement, the impact of inflation on financial stability, and the rise of families needing to relocate as a result.

(00:24:53) Describing Bitcoin as a savings technology and the challenge of transitioning clients from investment to savings mindset.

(00:31:02) Exploration of the potential impact of Bitcoin ETFs on the market, global markets and Bitcoin adoption, as well as the potential role of institutions in promoting these products.

(00:37:10) Exploration of the evolving role of Bitcoin in financial planning over the next 15-20 years, including challenges and potential changes.

(00:38:44) Discussion of challenges faced by financial planners dealing with clients holding significant amounts of Bitcoin, including storage, risk mitigation and estate planning.

Episode Resources:

Origin Wealth Advisors | Website

Bitcoin Financial Advisors Network | Website

Morgen Rochard | X (Formerly Twitter)