Crypto Update: Make like a (Wisdom)Tree
Justin and Steve are back to kick off the busy year-end-planning season with a shoutout to PlannerDAO members from…
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Crypto Update: You Say Tomato, I Say Tomato
Justin and Steve are back to discuss last week's news featuring a recent Animal Spirits Podcast with the Index…
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Crypto Update: Me, My Self-Directed IRA, & Irene
Justin and Steve are back to discuss last week's news featuring a Self-Directed IRA solution.Links mentioned in this…
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Last Week Today: Party Like it’s 2009
Remember that weird period after the financial industry almost blew up the global economy? Steve and Justin sure do, and…
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The Interview: Brittney Castro, CFP®, CDAA?
Brittney Castro is talking crypto and thinks you should be too!Brittney is a leading finance expert, professional…
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The Interview: Theresa Morrison, Beckett Collective
We sit down with PlannerDAO member Theresa Morrison to talk about her take on the state of the financial planning…
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Bakkt to the Future?
Justin and Steve are back to discuss last week's news and a new potential crypto onramp for financial advisors to…
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Back to the Futures
A BTC ETF has been approved and reached a Billion dollars of AUM in record-setting time. Join Justin & Steve as we break…
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