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TJ Van Gerven - Evolving Your Bitcoin Views

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Conteúdo fornecido por Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Alright, today I’m joined by TJ Van Gerven, who is a fee-only financial planner and a CFP®. TJ and I launched their RIAs at about the same time in 2018, and have connected lots since then. TJ works with Equity Compensated Professionals at his firm, Modern Wealth Builders. We discuss RIA ownership and bitcoin in this episode.

  • What has been the biggest learning lesson in launching Modern Wealth Builders for TJ?
  • His non-consensus view as a financial planner
  • How his thoughts on bitcoin have evolved.
  • Why self-custody matters.
  • How to think about bitcoin - money/investment asset/other.
  • Talking about bitcoin to clients vs. owning it yourself.
  • Is bitcoin just digital gold?
  • AND so much more!

Want to learn more about bitcoin as a financial advisor and earn CFP® CE?

START HERE @ www.adviceonbitcoin.com

Guest Links

TJ's LinkedIn

Modern Wealth Builders

  continue reading

10 episódios

Artwork
iconCompartilhar
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 22, 2023 05:07 (1y ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 375121636 series 3479049
Conteúdo fornecido por Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Alright, today I’m joined by TJ Van Gerven, who is a fee-only financial planner and a CFP®. TJ and I launched their RIAs at about the same time in 2018, and have connected lots since then. TJ works with Equity Compensated Professionals at his firm, Modern Wealth Builders. We discuss RIA ownership and bitcoin in this episode.

  • What has been the biggest learning lesson in launching Modern Wealth Builders for TJ?
  • His non-consensus view as a financial planner
  • How his thoughts on bitcoin have evolved.
  • Why self-custody matters.
  • How to think about bitcoin - money/investment asset/other.
  • Talking about bitcoin to clients vs. owning it yourself.
  • Is bitcoin just digital gold?
  • AND so much more!

Want to learn more about bitcoin as a financial advisor and earn CFP® CE?

START HERE @ www.adviceonbitcoin.com

Guest Links

TJ's LinkedIn

Modern Wealth Builders

  continue reading

10 episódios

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