Crypto for Planners

Join Adam Blumberg, founder of Interaxis, as he discusses life in DeFi with Joyce Chin of Gro Protocol. Learn how Gro is making the complexities of DeFi simple for people to use.

Joyce's Info:

https://twitter.com/joyceyyc

https://www.linkedin.com/in/joyce-chin/

Gro Protocol Website:

https://www.gro.xyz/

Adam's Info:

https://twitter.com/Interaxis8

Join Adam Blumberg, founder of Interaxis, as he discusses building a fixed rate protocol in DeFi with Teddy Woodward, Co-Founder of Notional Finance. Learn why fixed-rate borrowing and lending are such valuable tools for financial advisors and clients.

Teddy's Info:

https://twitter.com/teddywoodward

Notional Links:

https://notional.finance/

Adam's Info:

https://twitter.com/Interaxis8

It's time to go Off the Chain to speak with PlannerDAO member Ben McMillan, founding partner and CIO of IDX Digital Assets. Listen in as we talk about what season crypto is in, the evolving nature of risk tolerance, and the benefits of risk management for client portfolios.

Justin & Steve are back to run through what's going on in the industry and provide some insight into The Crossroads Conference. Just how close were we to picking Boise, ID for the host city? Listen in to find out, and then plan to join the conversation over at the PlannerDAO.

Links mentioned in this episode//

Article 1:: https://www.wealthmanagement.com/technology/gemini-buys-wealth-management-focused-bitria

Crossroads Conference:: https://www.plannerdao.com/crossroads

Join the discussion at the PlannerDAO:: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual

Join Justin and PlannerDAO member Daniel Bishop of Black Swan Advisors for a deep dive into life as a family office advisor and other random things... like making sure a gardener isn't a double agent for your clients.

Links mentioned in this episode//

Daniel Bishop:: https://blackswancfp.com/

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

Sign up to be a guest:: https://plannerdao.notion.site/Podcast-Submission-Form-b524b3ee03604dd98f1d30789eb9dfa9

Time to dig in with Adam Blumberg as he speaks to Julien Genestoux, founder of Unlock Protocol. Listen to how the Certified Digital Asset Advisor Designation is using Unlock to deliver the world's first professional designation NFT and how smart contracts can change the future of what membership and ownership can look like.

Links mentioned in this episode::

Unlock Protocal - https://unlock-protocol.com

Julien's LinkedIn - https://www.linkedin.com/in/juliengenestoux/

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

Follow Adam on Twitter - https://twitter.com/Interaxis8

Want some industry predictions or forecasts for the New Year? Yeah, this isn't that kind of podcast. 

Justin and Steve kick off a new year with practical conversations around how an RIA can build out a digital assets business model to serve clients in 2022. 

Links mentioned in this episode//

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

Justin and Steve break down their Top 5 biggest stories of 2021 that occurred at the intersection of digital assets and the financial planning community. Miley Cyrus and Ryan Seacrest have nothing on this year-end wrap up.

Links mentioned in this episode//

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

Certified Digital Asset Advisor Designation: https://www.certifieddigital.org/

PlannerDAO member Adam Blumberg sits down with Jackson Wood, a Financial Advisor with Freedom Day Solutions, to discuss being baptized in the cool waters of DeFi. Is this why they call them liquidity pools? Listen in to find out.

Links from this episode//

Adam Blumberg, Interaxis:

https://www.interaxis.io/

https://twitter.com/Interaxis8

Jackson Wood, Freedom Day Solutions:

https://freedomdaysolutions.com/

https://twitter.com/jacksonwoodHQ

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

Certified Digital Asset Advisor Designation: https://www.certifieddigital.org/

Justin and Steve break down how to untangle the year-end mess that can be crypto tax planning. Listen up for an announcement of an announcement (yes, it took us less than a year to become as bad as Crypto Twitter). 

Links mentioned in this episode//

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

Certified Digital Asset Advisor Designation: https://www.certifieddigital.org/

Tax Software Companies Mentioned: https://tokentax.co

https://www.zenledger.io/

https://taxbit.com/