Crypto for Planners

Crypto for Planners

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Crypto for Planners episodes

  • CFP Podcast Chat with Adam Burke

    Show notes:

    Adam Burke, Burke Wealth ManagementTwitter: @adam_c_burke LinkedIn: https://www.linkedin.com/in/adam-c-burke-entrepreneur/ Website: https://burkewealthmgmt.com/

    PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    28 min
  • CFP Podcast with Nick Reilly

    Show notes:

    Nick Reilly, Founder & Wealth Advisor at One Day AdviceTwitter: @NickReillyCFPLinkedIn: https://www.linkedin.com/in/nick-reilly-cfp/ Website: https://www.onedayadvice.com/

    PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    40 min
  • CFP Podcast with Adam Blumberg

    Show notes:

    Adam Blumberg, InteraxisTwitter: @Interaxis8LinkedIn: https://www.linkedin.com/in/adamblumberg/ Website: https://www.coindesk.com/author/Adam%20Blumberg/

    PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    34 min
  • CFP Podcast with Marc Nichols of Arbor Digital - Part 2

    Show notes:

    Marc Nichols, Digital Asset Product DirectorTwitter: @NicholsMarcLinkedIn: https://www.linkedin.com/in/marc-nichols/

    Arbor DigitalWebsite: https://arbordigital.io/LinkedIn: https://www.linkedin.com/company/arbor-digital/Twitter: @arbor_digital

    PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    34 min
  • CFP Podcast with Marc Nichols of Arbor Digital

    Show notes:

    Marc Nichols, Digital Asset Product DirectorTwitter: @NicholsMarc LinkedIn: https://www.linkedin.com/in/marc-nichols/

    Arbor DigitalWebsite: https://arbordigital.io/LinkedIn: https://www.linkedin.com/company/arbor-digital/ Twitter: @arbor_digital

    PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh

    Correction - Justin said Crossroads 2021 when it was in fact still April of 2022… despite feeling like a lifetime ago.



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    38 min
  • CFP Podcast with Cameron Schorg of Notional Finance

    Show notes:

    http://notional.fi/

    Cameron Schorg, Head Of Business Development & Partnerships, Notional FinanceTwitter: @schorgie30LinkedIn: @cameron-schorg https://www.linkedin.com/in/cameron-schorg/Email: [email protected]

    Notional FinanceWebsite: https://notional.finance/LinkedIn: https://www.linkedin.com/company/notionalfinance/ Twitter: @NotionalFinance

    PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    38 min
  • Regulatory Update with Gabriella Kusz

    Show notes:

    Gabriella Kusz, CEO at Global Digital Asset and Cryptocurrency AssociationInfo: https://global-dca.org/team/gabriella-kusz-mba-mpp-cpa-cgma/ Twitter: @gabriellakuszLinkedIn: @Gabriella (Gabby) Kusz https://www.linkedin.com/in/gabriella-kusz-5545872/Email: [email protected]

    Global DCAWebsite: https://global-dca.org/Twitter: @globaldca1LinkedIn: https://www.linkedin.com/company/global-digital-asset-and-cryptocurrency-association/Sign up for Global DCA’s Newsletter here.

    PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    38 min
  • Philanthropy fueled by Crypto w/ Duke Kim

    Show Notes:

    Duke Kim, Director Of Institutional Client Solutions:

    - LinkedIn: @thedukekim https://www.linkedin.com/in/thedukekim/ - Twitter: @thedukekim- Email: [email protected]

    The Giving Block:

    - Website: https://thegivingblock.com/ - LinkedIn: @thegivingblock https://www.linkedin.com/company/thegivingblock/ - Twitter: @TheGivingBlock- YouTube: https://www.youtube.com/channel/UCD-LGqL7exKw3OgLuGkHA9Q

    Join the PlannerDAO:: https://www.plannerdao.io/sign_up Learn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    36 min
  • Managing Crypto Through a Bear Market with HeightZero

    This episode of the CFP Podcast:

    Guests:AJ Nary, Co-Founder- Twitter: @thefreebieteam- LinkedIn : @A.J. Nary https://www.linkedin.com/in/a-j-nary-hz/- Email: [email protected]

    Sean Waters, VP of Business Development- Twitter: @SeanWatersHZ- LinkedIn : @Sean Waters, CDAA™ https://www.linkedin.com/in/sean-waters-cdaa%E2%84%A2-3466024/- Email: [email protected]

    Links Mentioned:HeightZero - heightzero.coInteraxis - interaxis.ioPlannerDAO - plannerdao.io



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    33 min
  • The Interview: Adam Blumberg & Tyrone Ross

    When Tyrone Ross and Adam get together, we just let hit the record button and enjoy. Join them as they discusses all things digital assets in the financial planning space.


    Tyrone's Info:

    https://twitter.com/TR401

    http://tyroneross.io/


    Adam's Info:

    https://twitter.com/Interaxis8


    Join the PlannerDAO:


    https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
    52 min

About Crypto for Planners

From the publisher's feed

Crypto is impacting every aspect of your financial planning practice, and you need to be prepared. We cover how RIAs are implementing digital assets into their businesses, discuss how planners are introducing crypto to their clients, and cover the latest developments in blockchain that will impact your future as a financial planner.