In this episode, Nik welcomes Vaughn Kellerman of Sound Advisory to discuss financial planning for Bitcoin holders. With Bitcoin’s fixed supply of 21 million, they explore strategies for managing taxes, estate planning, and retirement while minimizing risk. Vaughn breaks down tax-efficient selling, inheritance planning, and portfolio structuring to balance Bitcoin with traditional assets. They also cover capital gains, multi-bucket tax planning, and charitable giving, outlining practical steps to preserve wealth and ensure a seamless transfer of assets.

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Chapters:

00:00:00 Navigating Bitcoin Investment with Sound Advisory  

00:03:32 Strategies for Tax Planning with Bitcoin

00:06:38 Importance of Seeking Professional Financial Advice

00:10:14 Navigating Bitcoin Tax Implications

00:13:31 The Role of Estate Planning in Financial Security

00:16:39 ETF Strategies for Bitcoin Investors

00:20:27 Fiduciary Duty and Bitcoin Investment Strategy  

00:23:42 The Epiphany on Bitcoin's Scarcity and Value

00:27:23 The Scarcity of Bitcoin Compared to Gold

The Bitcoin Layer and its guests do not provide investment advice.