June 28, 2023

#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20

#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20

This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets. The questions abound:  Is it safe? Who should and shouldn’t own it? How much for a client’s portfolio? How do I deal with the logistics of ownership, rebalancing,...

This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets.

The questions abound: 

  • Is it safe?
  • Who should and shouldn’t own it?
  • How much for a client’s portfolio?
  • How do I deal with the logistics of ownership, rebalancing, digital wallets, and compliance oversight?
  • What about bad actors - be it platforms like FTX, failed coins, or even illicit uses?

Join chapter past-presidents Chris Boyd & Jeff Tomaneng as we hear about Ric's journey from journalist to national radio show host, to best selling author, to building the nation’s largest RIA firm.  We’ll also hear about Ric’s latest endeavor to educate financial professionals about digital assets.  Whether you agree or disagree about the uses of cryptocurrency, you’ll enjoy Ric Edelman’s passion and enthusiasm for this emerging asset class.  Let us know what you think?  Let’s talk about Cryptocurrency! 

 

https://www.linkedin.com/in/ricedelman/

https://dacfp.com/

https://www.amazon.com/Truth-About-Crypto-Easy-Understand/dp/1668002329