Crypto for Planners

Justin and Steve are back to discuss last week's news featuring a recent Animal Spirits Podcast with the Index Co-op... or is it Coop? Learn more about what the Index Coop does, and how this familiar concept could help your clients.

Links mentioned in this episode// 

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

First article: https://theirrelevantinvestor.com/2021/11/29/animal-spirits-the-dao-of-defi-index-funds/

Index Coop Resources: https://www.indexcoop.com/

Remember that weird period after the financial industry almost blew up the global economy? Steve and Justin sure do, and there's a new fund that sounds like it's wanting to turn the clock back to 2009. Listen up for this edition of Last Week Today breaking down headlines unique to the financial planning industry.

Links mentioned in this episode//

Article 1: https://www.investmentnews.com/bitcoin-investing-roller-coaster-ride-213564

Article 2: https://www.coindesk.com/tech/2021/11/04/why-the-advisor-crypto-technology-gap-is-closing/

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

Brittney Castro is talking crypto and thinks you should be too!

Brittney is a leading finance expert, professional speaker, and entrepreneur, with a passion for educating individuals on holistic financial planning strategies. With over 15 years as a financial expert, Brittney’s speaking style is more than just educational - she’s fun, non-judgmental, and relatable.

https://www.financiallywiseinc.com/

We sit down with PlannerDAO member Theresa Morrison to talk about her take on the state of the financial planning industry and digital assets.

Learn more about Theresa here::

LinkedIn Profile: https://www.linkedin.com/in/theresamorrison/

Company Website: https://beckettcollective.com/

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

Justin and Steve are back to discuss last week's news and a new potential crypto onramp for financial advisors to consider. 

Links mentioned in this episode//

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

First article: https://www.forbes.com/sites/jonathanponciano/2021/10/25/mastercard-debuts-new-partnership-to-help-banks-offer-crypto-credit-card-rewards/?sh=ad8a4535127e

Bakkt: https://www.bakkt.com/

A BTC ETF has been approved and reached a Billion dollars of AUM in record-setting time. Join Justin & Steve as we break down the new ProShares BTC ETF, how advisors should be thinking about BITO, and the conversations you need to be ready to have with clients.

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

Article: https://blockworks.co/bito-on-track-to-be-first-fund-in-history-to-hit-1b-in-aum-in-two-days/

We ask the PlannerDAO community 3 Questions about the state of the financial planning community and their hopes for where we can go together.

Today's guest is Matthew Kolesky, the Director of Arbor Digital. Matt has a unique blend of experience as a financial advisor, as the president of an RIA firm, as the Chief Compliance Officer, and now as the Lead Director of the digital asset division of Arbor Capital.

Bio//

Links mentioned in this episode//

Certified Digital Asset Advisor Designation (CDAA):

PlannerDAO:

Max Schatzow Twitter Handle: