Crypto for Planners

Crypto for Planners

By PlannerDAOBusinessTechnologyInvesting
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Crypto for Planners episodes

  • 2021 Bitcoin for Advisors Conference Review with Adam Blumberg

    Links mentioned in this episode//


    Certified Digital Asset Advisor Designation (CDAA):

    https://www.certifieddigital.org/


    PlannerDAO:

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


    Max Schatzow Twitter Handle:

    https://twitter.com/AdviserCounsel





    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
    25 min
  • Episode 4: Last Week's News Today

    Join Steve Larsen and Justin Pullaro, and the most interesting CFP in the financial planning industry as they break down key headlines from our industry. 


    The episode includes these links: 

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


    First News source: https://blockworks.co/no-china-didnt-ban-crypto-its-just-pushing-exchanges-offshore/ 


    Second News Source: https://www.cnbc.com/2021/05/07/sec-chairman-gary-gensler-says-more-investor-protections-are-needed-for-bitcoin-and-crypto-markets.html



    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
    16 min
  • The Interview - with Adam Blumberg

    Adam Blumberg is a co-founder of the PlannerDAO, created the Certified Digital Asset Advisor designation, and is the wizard of video content with Interaxis - the premier platform for financial advisors to find educational content about digital assets. He sits down with Steve for a breakdown of the PlannerDAO's partnership with Nexus Mutual, and what it means for advisors.




    Links to the information mentioned in this episode//


    PlannerDAO - https://plannerdao.io


    Nexus Mutual - https://nexusmutual.io




    Links to Adam Blumberg//


    Interaxis - https://www.interaxis.io


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





    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
    15 min
  • Episode 2: Looking Beyond the JPEG

    NFTs are in the news. But what's the big deal with these JPEGs, anyways? Justin & Steve tackle the news from last week and take on NFTs as the Big Idea. Join the most insightful podcast of planners helping fellow planners understand digital assets.


    The episode includes these links: 

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

    First News source: https://blockworks.co/openseas-nate-chastain-calls-it-quits-after-insider-trading-allegations/

    Second News Source: https://www.advisorhub.com/schwab-hit-with-class-action-claim-over-robo-cash-sweeps/

    Website to learn about NFTs: https://opensea.io/blog



    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
    25 min
  • Episode 1: Land of Confusion
    A decentralized podcast? For financial planenrs? Join Steve Larsen, Justin Pullaro, and the members of the PlannerDAO as they educate fellow Financial Planners about crypto. 
    Listen to the very first episode of the CFP podcast as they discuss the era of digital assets and what it means for CFPs. 
    The episode includes these links: 
    Join the PlannerDAO Community: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual
    First News source: https://blockworks.co/interactive-brokers-launches-crypto-trading-through-paxos/
    Second News Source: https://blockworks.co/fidelity-most-institutional-investors-open-to-crypto-want-an-etf/
    Website to track EIP 1559: https://watchtheburn.com/ and https://ultrasound.money/

    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
    18 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.