IN THIS EPISODE, YOU’LL LEARN:

• 02:31 - What attracted Morgen into finance.
• 05:56 - How has being a CFA charter holder and being a Bitcoiner contrasted?
• 17:52 - What are the issues most financial advisors have with Bitcoin?
• 24:46 - Why do most financial advisors say "crypto" not Bitcoin?
• 31:06 - How do elderly people that are dependent on a fixed income strategy navigate the current markets?
• 38:32 - What's the best way for Bitcoin'ers to optimize their taxes?
• 46:34 - What do you say to couples that have different risk aversions?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Morgen's Twitter.
• Morgen's Book.
• Morgen's Origin Wealth Advisers.
• New to the show? Check out our We Study Billionaires Starter Packs.
• Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
• Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
• Find Pros & Fair Pricing for Any Home Project for Free with Angi.
• Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.
• Have a business checking that’s built for you, will go the distance with you, and admires your brave - Novo. The Investor’s Podcast Network listeners get access to over $5,000 in perks and discounts.
• Buying or selling Gold is as easy as buying a stock with Vaulted. No minimum investment required.
• Updating your wardrobe or just simply looking for a new fall flannel? Head to Mizzen+Main and use promo code WSB to receive $35 off an order of $125 or more!
• Send, spend and receive money around the world easily with Wise.
• Learn about the next big thing – months before everyone else with Trends. Start your 7-day trial today for just $1.
• Canada’s #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.
• Live local in Melbourne and enjoy $0 Stamp Duty*!
• The interval fund, a breakthrough innovation. Only at Mackenzie.
• Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.
• Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.
• Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.
• Design is already in your hands with Canva. Start designing for free today.
• Invest in crypto and trade it without tax headaches with AltoIRA.
• Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.