Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- What has been happening at Unchained Capital since the FTX blow-up?
- What are some of the most common concerns of Self-Custody?
- Why is Title and Possession such an important thing to cover with inheritance planning?
- The difference between non-probate assets versus probate assets.
- Checkbook IRA versus other methods.
- Legal and policy update after the FTX situation.
- Biggest mistakes people make in inheritance planning.
- What are the risks of not properly performing inheritance planning?
BOOKS AND RESOURCES
- Unchained Capital.
- Information on the The McNulty Case.
- Jeff Vandrew's Twitter.
- Phil Geiger's Twitter.
- Related Episode: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew - BTC069.
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