IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:44 – What has been happening at Unchained Capital since the FTX blow-up?
00:06:55 – What are some of the most common concerns of Self-Custody?
00:12:29 – Why is Title and Possession such an important thing to cover with inheritance planning?
00:22:28 – The difference between non-probate assets versus probate assets.
00:24:23 – What are the risks of not properly performing inheritance planning?
00:25:58 – What is a checkbook IRA versus other methods.
00:39:40 – Legal and policy update after the FTX situation.
00:53:13 – Biggest mistakes people make in inheritance planning.
✔️ Subscribe to the Preston Pysh channel: https://www.youtube.com/c/PrestonPysh
🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-retirement-and-inheritance-planning-jeff-vandrew-phil-geiger/
▶️ RELATED EPISODES:
– (BTC069) Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew: https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-retirement-planning-parker-lewis-jeff-vandrew/
💡 OTHER RESOURCES
– Connect w/ Jeff: https://twitter.com/vandrewattycpa
– Connect w/ Phil: https://twitter.com/phil_geiger
– Visit Unchained Capital: https://unchained.com/
– Information on the The McNulty Case: https://unchained.com/blog/mcnulty-v-commr-bitcoin-ira/
– Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF
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ABOUT OUR SHOW 🎙
On Bitcoin Fundamentals, Preston Pysh talks about the fundamentals of bitcoin, investing in bitcoin, news, deep dives and more on interviews with prominent people in blockchain technology.
🌍 Website: https://www.theinvestorspodcast.com/bitcoin-fundamentals/
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LISTEN OR WATCH 🎧 OTHER SHOWS FROM OUR NETWORK:
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OUR FREE INVESTING COURSES/RESOURCES:
🎤 Watch Preston’s interviews about bitcoin: https://www.theinvestorspodcast.com/cryptocurrency/preston-pysh-bitcoin/
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🎬 Warren Buffet Investing Course: https://www.theinvestorspodcast.com/warren-buffett-investment-strategy/
🗂 Asset Allocation Course: https://www.theinvestorspodcast.com/asset-allocation-video-course/
📂 Intrinsic Value Index: https://www.theinvestorspodcast.com/intrinsic-value/
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MY FAVORITE STOCK INVESTING TOOLS:
💲 (Paid) TIP Finance Tool: https://www.theinvestorspodcast.com/tip-finance/
🎁 (Free) Fizviz: https://finviz.com/screener.ashx
☑️Complete list of tools I find most valuable: https://www.theinvestorspodcast.com/stock-investing-tools/
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WHO I AM:
I’m Preston Pysh, an entrepreneur, investor, author, and cryptocurrency ₿ proponent. I’m the founder of BuffettsBooks.com and Pylon Holding Company. I have authored and co-authored 🖊️ a number of investment and autobiographical works and also wrote multiple finance and investing-related articles for Forbes from 2016 and 2018. I take great pleasure in taking complex ideas 💡 and making them accessible.
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GET IN TOUCH WITH ME 💬:
I’d love to hear from you! Send me a tweet 🐦 directly at https://twitter.com/PrestonPysh if you’d like to have a quick exchange of thoughts!
P.S. We’ve been receiving overwhelming messages of support and we can’t thank you enough! 🙏🏼 We try our best to respond to each and everyone. Please bear with us! 😅🙏🏼
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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.