In this episode, Matt Golliher, a financial advisor at Vista Investment Partners. He’s a Bitcoin advocate and recently helped pivot Vista to be more bitcoin-focused as he and the team view bitcoin as being a big part of financial advice and guidance into the future. We discuss: How did you become interested in bitcoin? What’s the origin story? How …

Ryan Kirlin is the President of Alpha Architect. Ryan’s role is working with financial advisors to analyze and create affordable, tax-efficient, investment portfolios in partnership with Alpha Architect and our investment strategies. Alpha Architect empowers investors Through Education and is focused on quantitative investing strategies. Ryan and I…

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 bigge…

Alright, in this episode I’m joined by Phil Bak CEO, Armada ETF Advisors. Phil has been in the ETF industry for over 15 years. He’s a great Twitter follow for insights and laughs – weekends are for memes are one of my personal favorites. Phil’s done a ton in his career and he’s had some opinions on bitcoin over time and I want to unpack those as we…

In this episode, I'm joined by Kane McGukin. Kane is a data strategist at Arkos Global Advisors. He has a unique educational background with finance and business administration paired with computer science. He hosts the Navigating Bitcoin's Noise podcast and writes a substack called The Mesh Point. He has had some incredible conversations and thoug…

In this episode, I’m joined by long-time advisor friend Mike Troxell. Mike owns Modern Financial Planning – he is a financial planner and CPA- he is a 2x Investopedia top 100 advisor. Mike works with a lot of individuals and families in the technology space with complex tax questions. Mike is not pro/anti bitcoin - but brings a healthy skepticism t…

Alright welcome to CFPs that Stack – I’m joined by someone that most advisors don’t need an introduction to Thomas Kopelman. For those living under a rock – Thomas is the co-founder of AllStreet Wealth – an Investopedia top 100 advisor – Social Media Marketing Guru – host of The Long Game Podcast and involved with www.wealth.com a estate planning s…

In this episode, we are joined by Jacob Phelps who is a CERTIFIED FINANCIAL PLANNER™. Jacob moved from Indiana to Colorado and comes at bitcoin from the technology lense vs. monetary properties. This leads to a deeper dive into what a future service offering might look like from financial advisors. His journey to bitcoin What opportunities are ther…

In this episode, we are joined by Andy Flattery. Andy is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning in North Kansas City, MO. He specializes in advising young and affluent families in the earlier stages of wealth building. Previously, Andy was a Financial Advisor at two of the largest Financial institutions in North America,…

In the inaugural episode, Trent and Isaiah recap what the show is designed to be and why financial advisors should care about bitcoin. They share what has them excited today, what's www.adviceonbitcoin.com, and some favorite resources. Check out Advice on Bitcoin to get 8 hours of CFP® CE credits and learn about bitcoin Articles referenced in the s…