Theya Podcast

HODLing Is Not a Financial Plan: You're Missing Out on Millions


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In this episode of the Theya Podcast, Joe Consorti interviews Mitch Moore, founder and CEO of Strong Wealth, discussing the integration of Bitcoin into long-term financial planning, tax strategies for Bitcoin holders, and estate planning considerations for Bitcoin assets. Mitch emphasizes the importance of adapting financial strategies to include Bitcoin, the risks of traditional investment approaches, and the necessity of proactive tax and estate planning to preserve wealth and ensure a smooth transfer of assets to heirs. In this conversation, Mitch Moore discusses the importance of estate planning for Bitcoin holders, the misconceptions traditional financial advisors have about Bitcoin, and how faith influences financial stewardship. He emphasizes the need for proper financial planning beyond just holding Bitcoin and highlights common pitfalls that individuals face when integrating Bitcoin into their financial strategies.
Follow Mitch on X: https://x.com/mitchdmoore
Check out Strong Wealth: https://www.strongwealth.net/
00:00 Integrating Bitcoin into Financial Planning
14:05 Tax Strategies for Bitcoin Holders
24:50 Estate and Trust Planning for Bitcoin
29:35 Navigating Estate Taxes and Wealth Transfer
31:30 Estate Planning and Wealth Preservation Strategies
37:25 Misconceptions of Traditional Financial Advisors
46:43 Faith and Financial Stewardship
58:13 Common Pitfalls in Bitcoin Financial Planning
Theya is The World's Simplest Bitcoin Self-Custody Solution.
Whether you're new to multisig or a seasoned pro, this demonstration shows how easy it is to protect your Bitcoin with Theya. Enjoy the peace of mind that comes with using a secure vault for your funds!
Check out Theya: https://www.theya.us
Download it: https://theya.us/app
Subscribe to Theya Research: https://www.theya.us/research
Follow Theya on X: https://x.com/TheyaBitcoin
Follow Joe on X: https://x.com/JoeConsorti
Theya and its guests do not provide investment advice.
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