So you own Bitcoin…but have you created a long-term financial plan: estates, inheritance, trusts, retirement?

Nat Brunell with a great conversation with financial advisor Morgen Rochard , she had so many useful tips and info.

TIMECODES:
(00:00) Starting career at Bear Stearns
(2:26) Merrill Lynch, EBS
(2:47) Starting own firm at 28
(3:29) Meeting Pierre Rochard (4:05) How did she learn about Bitcoin?
(9:12) Saving vs. investing
(11:50) How much Bitcoin should I own?
(17:31) Bitcoin's role in financial planning
(20:29) Bitcoin Sharpe ratio
(24:10) How Bitcoin relieves stress (27:01) Bitcoin fixes the future; self-custody
(34:32) Protecting your Bitcoin (38:08) Bitcoin in estate planning (44:06) CFP targets Bitcoin Financial Advisors Network
(46:49) Forces of freedom vs. control
(49:16) Men investing vs women investing
(52:31) Women in Bitcoin

Always good to have good plans for the future and once you are no longer here.