In this episode, Nik welcomes Vaughn Kellerman of Sound Advisory to discuss financial planning for Bitcoin holders. With Bitcoin’s fixed supply of 21 million, they explore strategies for managing taxes, estate planning, and retirement while minimizing risk. Vaughn breaks down tax-efficient selling, inheritance planning, and portfolio structuring to balance Bitcoin with traditional assets. They also cover capital gains, multi-bucket tax planning, and charitable giving, outlining practical steps to preserve wealth and ensure a seamless transfer of assets.

📚 Bitcoin Age is here, order yours today: https://www.amazon.com/Bitcoin-Age-Nik-Bhatia-ebook/dp/B0DZY38QR1

📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

▶️ Subscribe and turn on notifications for TBL on YouTube.

📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe

🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform.

📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer

📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial

🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

⛓️ ₿lock Height 887396

⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected]

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

Chapters:

00:00:00 Navigating Bitcoin Investment with Sound Advisory  

00:03:32 Strategies for Tax Planning with Bitcoin

00:06:38 Importance of Seeking Professional Financial Advice

00:10:14 Navigating Bitcoin Tax Implications

00:13:31 The Role of Estate Planning in Financial Security

00:16:39 ETF Strategies for Bitcoin Investors

00:20:27 Fiduciary Duty and Bitcoin Investment Strategy  

00:23:42 The Epiphany on Bitcoin's Scarcity and Value

00:27:23 The Scarcity of Bitcoin Compared to Gold

The Bitcoin Layer and its guests do not provide investment advice.