TLS94: Morgen Rochard on Building Origin, Bitcoin Financial Planning, and Payment Regulations

Jan 27 2023 • 1hr 27m

Show Notes

Morgen Rochard is the founder of Origin Wealth Advisers, a CFA, CFP, and a well-known Bitcoin advocate.
In our conversation, we spoke about the challenge of preserving one’s wealth on a fiat standard, the things Bitcoin does and does not fix, and regulations and tax implications of Bitcoin and Lightning Network payments.
As always, the best way you can support this show is by sending in sats over the Lightning Network. You can use any podcasting 2.0 app, there are many of them, but my favorite is Fountain.
→ Origin: https://www.originwa.com/
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→ Twitter: https://twitter.com/kerooke
→ Books: https://www.kevinrooke.com/book-recommendations
→ Bitcoin News: https://stacker.news/r/kr
Timestamps
00:00 - Intro
02:14 - Morgen Rochard Intro
13:10 - Personal Finance and Monetary Incentives
20:50 - Bitcoin Fixes This, But Not All Things
27:25 - Dealing with Bitcoin Volatility
40:51 - Getting Bitcoin Exposure
52:43 - Implications of Earning Bitcoin
59:29 - Capital Gains & Record Keeping
1:18:38 - The Lightning Round

Activity

@natgasimmersion

80,085 sats

Feb 14 2023

Morgen, masterpiece as always! thanks for all the info :) keep it up Kevin!

@blokchainboog

5,000 sats

Jan 31 2023

Nice conversation. I like how Morgen tries to bring reason to taxes, inheritance, and overall record keeping. But I hope Morgen knows bitcoin could obsolete her business.

@blokchainboog

500 sats

Jan 31 2023

great point! somone has to report to IRS about your dealings like a centralized app

@blokchainboog

500 sats

Jan 31 2023

an index fund? for the next 10 years?? boooo!!

@blokchainboog

500 sats

Jan 30 2023

Yep them management fees!!