• #539: Planning For The Future With Bitcoin with Jessy Gilger

  • Sep 23 2024
  • Length: 1 hr and 2 mins
  • Podcast

#539: Planning For The Future With Bitcoin with Jessy Gilger

  • Summary

  • Marty sits down with Jessy Gilger from Unchained's Sound Advisory to discuss long-term financial planning for bitcoiners.


    Jessy on Twitter: https://x.com/idahohodl

    Sound Advisory: https://www.thesoundadvisory.com/


    0:00 - Intro

    1:36 - The need for Sound Advisory

    9:27 - Traditional assets lose to bitcoin

    11:52 - Volatility

    13:44 - River & Unchained

    14:59 - Tax strategy for bitcoiners

    21:55 - Donor-advised funds

    24:43 - Gradually, Then Suddenly & Zaprite

    26:20 - Trump’s tariff plan

    28:45 - Bitcoin fixes charity

    34:18 - Tax planning with clients

    36:29 - Common mistakes

    40:35 - Fixing mistakes

    44:56 - Coinbase

    53:48 - Tether

    56:55 - Orange pilling skeptical clients and other RIAs



    Shoutout to our sponsors:



    River

    https://river.com/tftc

    Unchained

    https://unchained.com/concierge/

    Zaprite

    https://zaprite.com/tftc

    Gradually, Then Suddenly

    https://thesaifhouse.com/gradually



    TFTC Merch is Available

    Shop Now: https://merch.tftc.io



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    https://www.youtube.com/c/TFTC21/videos

    Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

    Website

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.