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S2E4: The Future for Financial Planners

Rocket Your Dollar | S2E4: The Future for Financial Planners

In this week's episode, we talk with Steve Larsen, Senior Instructor at Interaxis and Co-Founder of PlannerDAO. Interaxis provides crypto education for financial planners. PlannerDAO is a decentralized community of financial advisors and the Certified Digital Asset Advisor designation. Through his Crypto for Planners consulting business, Steve helps Registered Investment Advisers establish cryptocurrency programs.

 

 

Listen in on this episode to hear about:

  • Challenges the current market is facing.
  • How Steve and his advisers assess a portfolio.
  • How most advisers are implementing digital asset purchases.
  • Why Steve started his company.
  • The changing landscape of investment firms.

All of that and more in this week's episode!

S2E11: Build Your Real Estate Empire with CEO Dana Dunford

S2E11: Build Your Real Estate Empire with CEO Dana Dunford

Henry interviews Founder and CEO Dana Dunford. Hemlane makes property management simple and easy. They offer rental listing management, local agent...

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S2E10: Building a New Culture in Venture Capital with Trish Costello

Henry interviews Trish Costello, Founder and CEO of Portfolia. Portfolia creates investment funds designed for women, backing innovative companies,...

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Rocket Your Dollar S2E9: Try Before You Buy Private Credit Investing with CEO Nelson Chu

S2E9: Try Before You Buy Private Credit Investing with CEO Nelson Chu

In this week's episode, Henry interviews Nelson Chu, Founder and CEO of Percent. Percent helps investors find alternative investments that align with...

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