1 year ago

215

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