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Bitcoin Isn’t Enough: The Financial Plan You’re Missing! - Mitch Moore

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Manage episode 444736771 series 3333012
Content provided by Josh Friedeman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Friedeman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

DOWNLOAD YOUR COPY OF THE BITCOIN-FOR-BUSINESS QUICK START GUIDE

This free, 27-page resource includes:

  • Six ways ANY business can benefit from Bitcoin
  • Some of the best Bitcoin-only businesses to partner with
  • Key Bitcoin concepts for people getting started

Mitch Moore, founder of Strong Wealth, discovered his passion for financial planning while studying finance at Indiana University. After working as a high-net-worth specialist at Charles Schwab, Mitch founded Strong Wealth, along with his business partner Jacob, to help families build generational wealth. His firm now serves 40 clients, specializing in wealth management for Bitcoiners, inspired by Bitcoin’s alignment with the values of freedom and financial independence.

🌐 CONNECT WITH MITCH


🌐 CONNECT WITH JOSH


TAKEAWAYS

  • Owning Bitcoin should not be considered the ultimate financial goal; it's a means to achieve broader life objectives.
  • It's crucial for Bitcoin holders to understand the financial implications of their investments beyond mere ownership.
  • Mitch emphasizes that effective financial planning incorporates Bitcoin but also addresses family, generational wealth, and estate planning.
  • Proper estate planning for Bitcoin involves ensuring legal possession and access for heirs when the owner passes away.
  • The financial industry will see significant changes as Bitcoin adoption increases, impacting various roles including traditional financial advisors.
  • Mitch argues that many Bitcoin enthusiasts may overlook essential financial planning aspects in favor of simply accumulating Bitcoin.

SHOW PARTNERS

Mentioned in this episode:

DOWNLOAD YOUR COPY OF THE BITCOIN-FOR-BUSINESS QUICK START GUIDE

Bitcoin for Corporations: Use Code BIZBIT for 20% OFF!

Velas Commerce: Biz Tech Meets Bitcoin

Strong Wealth: Wealth Management for Bitcoiners, by Bitcoiners

  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 444736771 series 3333012
Content provided by Josh Friedeman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Friedeman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

DOWNLOAD YOUR COPY OF THE BITCOIN-FOR-BUSINESS QUICK START GUIDE

This free, 27-page resource includes:

  • Six ways ANY business can benefit from Bitcoin
  • Some of the best Bitcoin-only businesses to partner with
  • Key Bitcoin concepts for people getting started

Mitch Moore, founder of Strong Wealth, discovered his passion for financial planning while studying finance at Indiana University. After working as a high-net-worth specialist at Charles Schwab, Mitch founded Strong Wealth, along with his business partner Jacob, to help families build generational wealth. His firm now serves 40 clients, specializing in wealth management for Bitcoiners, inspired by Bitcoin’s alignment with the values of freedom and financial independence.

🌐 CONNECT WITH MITCH


🌐 CONNECT WITH JOSH


TAKEAWAYS

  • Owning Bitcoin should not be considered the ultimate financial goal; it's a means to achieve broader life objectives.
  • It's crucial for Bitcoin holders to understand the financial implications of their investments beyond mere ownership.
  • Mitch emphasizes that effective financial planning incorporates Bitcoin but also addresses family, generational wealth, and estate planning.
  • Proper estate planning for Bitcoin involves ensuring legal possession and access for heirs when the owner passes away.
  • The financial industry will see significant changes as Bitcoin adoption increases, impacting various roles including traditional financial advisors.
  • Mitch argues that many Bitcoin enthusiasts may overlook essential financial planning aspects in favor of simply accumulating Bitcoin.

SHOW PARTNERS

Mentioned in this episode:

DOWNLOAD YOUR COPY OF THE BITCOIN-FOR-BUSINESS QUICK START GUIDE

Bitcoin for Corporations: Use Code BIZBIT for 20% OFF!

Velas Commerce: Biz Tech Meets Bitcoin

Strong Wealth: Wealth Management for Bitcoiners, by Bitcoiners

  continue reading

151 episodes

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