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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 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!

S2E16: How Diamonds Can Fit Into Your Portfolio with Cormac Kinney

S2E16: How Diamonds Can Fit Into Your Portfolio with Cormac Kinney

In this episode, Henry interviews Cormac Kinney, Founder, and CEO at Diamond Standard. Diamond Standard is the producer of the world’s first diamond...

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S2E15: Uncorking the Secret World of Fine Wine and Rare Spirits Investing with Nick King

S2E15: Uncorking the Secret World of Fine Wine and Rare Spirits Investing with Nick King

In this episode of Rocket Your Dollar, Henry speaks with Nick King, Founder and CEO of Vint. Vint is an investment platform that makes it possible...

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S2E14: How to Buy, Sell, and Manage Real Estate Anywhere with Gary Beasley

S2E14: How to Buy, Sell, and Manage Real Estate Anywhere with Gary Beasley

In this episode, Henry speaks with the CEO of Roofstock, Gary Beasly. Roofstock is a leading online marketplace for investors in the single-family...

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