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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!

Rocket Your Dollar | S2E4: The Future for Financial Planners

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...

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S2E3: What to Do When You Turn 59 1/2

S2E3: What to Do When You Turn 59 1/2

In this week's episode, we go to our Office Hours where Henry answers questions submitted by you, our listeners. When speaking to our audience...

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Rocket Your Dollar S2E2: Helping to Expand the Housing Supply - The Groundfloor Story

S2E2: Helping to Expand the Housing Supply - The Groundfloor Story

In today's episode, Henry talks with Brian Dally CEO and Co-Founder of Groundfloor. Groundfloor offers short-term, high-yield real estate debt...

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