Artwork

Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

This Certified Financial Planner (CFP) sold his house to buy bitcoin

52:47
 
Share
 

Manage episode 474447591 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What happens when a certified financial planner sells two homes to buy bitcoin? In this episode, we sit down with Jessy Gilger, Senior Advisor at Sound Advisory, to explore the radical shift happening inside the financial advisory industry. Jessy shares how he went from flipping houses to building multi-generational wealth on a bitcoin standard, and why more clients—and even advisors—are quietly making the leap. We cover how ETFs are changing incentives, how to navigate capital allocation between real estate and bitcoin, and the risks of high bitcoin exposure in retirement. Jessy explains why volatility planning matters, how to survive bitcoin drawdowns, and how to protect your family with proper inheritance planning. We also get into his take on the national bitcoin reserve and potential tax changes.

SUPPORT THE PODCAST:

→ Subscribe

→ Leave a review

→ Share the show with your friends and family

→ Send us an email [email protected]

→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier

→ If you can’t talk about your bitcoin wealth with your financial advisor, it might be time to find a new advisor. Check out Sound Advisory at thesoundadvisory.com.

TIMESTAMPS:

00:00 - Intro

01:18 - Why Jessy sold two houses for bitcoin

02:35 - Jessy’s thesis for bitcoin as internet-native money

04:13 - How financial advisors react to buying bitcoin

05:34 - Why ETFs changed the game for advisors

07:26 - When to buy a house vs. buy more bitcoin

09:17 - Using long-term mortgages as low-cost leverage

12:03 - How Jessy thinks about portfolio allocation

13:15 - What 90% bitcoin portfolios look like in real life

15:09 - Why retirees need a bitcoin bear market survival plan

20:01 - Bitcoin’s volatility and the four-year cash barbell

24:37 - Could the next 80% bitcoin drawdown be the last?

27:06 - The return of austerity and why it matters for bitcoiners

30:04 - Tax changes coming in 2025 and what to do now

43:37 - When it’s time to fire your financial advisor

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD

→ Jessy Gilger’s Twitter: https://x.com/idahohodl

  continue reading

86 episodes

Artwork
iconShare
 
Manage episode 474447591 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What happens when a certified financial planner sells two homes to buy bitcoin? In this episode, we sit down with Jessy Gilger, Senior Advisor at Sound Advisory, to explore the radical shift happening inside the financial advisory industry. Jessy shares how he went from flipping houses to building multi-generational wealth on a bitcoin standard, and why more clients—and even advisors—are quietly making the leap. We cover how ETFs are changing incentives, how to navigate capital allocation between real estate and bitcoin, and the risks of high bitcoin exposure in retirement. Jessy explains why volatility planning matters, how to survive bitcoin drawdowns, and how to protect your family with proper inheritance planning. We also get into his take on the national bitcoin reserve and potential tax changes.

SUPPORT THE PODCAST:

→ Subscribe

→ Leave a review

→ Share the show with your friends and family

→ Send us an email [email protected]

→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier

→ If you can’t talk about your bitcoin wealth with your financial advisor, it might be time to find a new advisor. Check out Sound Advisory at thesoundadvisory.com.

TIMESTAMPS:

00:00 - Intro

01:18 - Why Jessy sold two houses for bitcoin

02:35 - Jessy’s thesis for bitcoin as internet-native money

04:13 - How financial advisors react to buying bitcoin

05:34 - Why ETFs changed the game for advisors

07:26 - When to buy a house vs. buy more bitcoin

09:17 - Using long-term mortgages as low-cost leverage

12:03 - How Jessy thinks about portfolio allocation

13:15 - What 90% bitcoin portfolios look like in real life

15:09 - Why retirees need a bitcoin bear market survival plan

20:01 - Bitcoin’s volatility and the four-year cash barbell

24:37 - Could the next 80% bitcoin drawdown be the last?

27:06 - The return of austerity and why it matters for bitcoiners

30:04 - Tax changes coming in 2025 and what to do now

43:37 - When it’s time to fire your financial advisor

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD

→ Jessy Gilger’s Twitter: https://x.com/idahohodl

  continue reading

86 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play