Podcasts about plannerdao

In this episode, we sit down with Steve Larsen, the visionary Founder of Defi Steward and Co-Founder of PlannerDAO, to explore the evolving landscape of alternative investments. Steve shares his journey from building a $250M Registered Investment Adviser to creating innovative platforms that provide mass-affluent investors access to unique opportunities. We also dive into the current state of advisor tech, the future of digital assets, and what makes for a great private deal. Whether you're an advisor or investor, this episode is packed with insights that could shape your financial strategy for Q3 and beyond.-----------------------------------------------------------------------------------------Buy Money Shackles: The Breakout Guide To Alternative Investing:https://moneyshackles.com/For More Info on Alternative Investment, visit:https://dutchmendenhall.com/Want to Partner on Deals? Become a RADD Inner Circle Member:https://icradd.com/SEC Filing : https://www.sec.gov/Archives/edgar/data/1721469/000110465922005564/tm223896d1_253g2.htm-----------------------------------------------------------------------------------------Dutch Mendenhall | Social Linkshttps://www.facebook.com/TheRealDutchMendenhall/https://www.instagram.com/dutchmendenhall/https://www.linkedin.com/in/dutchmendenhall/Subscribe to The Dutch Mendenhall PodcastSpotify: https://open.spotify.com/show/5kS2Mtu6rGt5xBezh526yHApple: https://podcasts.apple.com/us/podcast/the-dutch-mendenhall-podcast/id1580491566-----------------------------------------------------------------------------------------Dutch Mendenhall represents RADD Companies, yet his expressed views are based on various businesses and their objectives and may not be aligned with each company's perspectives. These are not promised outcomes and do not indicate future results. The content provided is for informational purposes only and should not be considered professional advice. For more information, visit https://dutchmendenhall.com/disclosures/.Dutch Mendenhall's (Dutch) involvement in external ventures or partnerships, or hosting esteemed speakers or sponsors, does not constitute an endorsement of those entities by RADD Companies—Dutch aims to maintain transparency and uphold the integrity of his business and entrepreneurial operations. For more information, visit https://dutchmendenhall.com/disclosures/.

In this episode, we dive into the recent ruling on the Ripple case, which has significant implications for the crypto industry and financial advisors. The judge's decision clarified that XRP, in and of itself, is not a security, but certain transactions involving it could be considered securities. This has brought much-needed clarity to the regulatory landscape and has implications for other tokens listed on exchanges.The ruling also provides relief for financial advisors who were worried about the risk of putting their clients into digital assets that might later be deemed securities. With this precedent, advisors can feel more confident exploring growth and venture assets for their clients without the fear of potential legal repercussions.Additionally, the episode touches on the recent news that NASDAQ has decided to step back from offering digital asset custody services due to uncertainties in the regulatory environment. This decision comes as a surprise and leaves some questions about the future of custody services in the industry.Learn more about PlannerDAO here: https://www.plannerdao.com/Join the community here: https://www.plannerdao.io/Learn about the CDAA designation here: https://www.certifieddigital.orgConnect with Adam: Linkedin.com/in/adamblumberg/Twitter: @Interaxis8Connect with Steve: Linkedin.com/in/stevelarsen1/Twitter: @Defi_Steward This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

In this special Fourth of July edition of the "Crypto for Planners" podcast, we embrace the holiday spirit and dive into the intersection of crypto and American independence!We draw parallels between major historical events leading up to American independence and significant developments in the crypto world. Let's talk French and Indian War's impact on Britain's debt to the birth of Bitcoin after the 2008 financial crisis, they highlight the need for crypto as a response to traditional financial shortcomings. History not your thing? Never fear. We share our favorite American movies you should watch over the holiday. Learn more about PlannerDAO here: https://www.plannerdao.com/Join the community here: https://www.plannerdao.io/Learn about the CDAA designation here: https://www.certifieddigital.orgConnect with Adam: Linkedin.com/in/adamblumberg/Twitter: @Interaxis8Connect with Steve: Linkedin.com/in/stevelarsen1/Twitter: @Defi_Steward This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

In this podcast episode, Adam and Steve discuss the surprising move by BlackRock to submit an application for a Bitcoin ETF, which had a positive impact on the market. They speculate on the reasons behind BlackRock's decision and the potential influence and political connections at play. The conversation also touches on the SEC's actions against crypto natives and the emergence of traditional finance players like fidelity and Schwab in the crypto space. Together, they question whether these developments align with the original principles of cryptocurrency and emphasize the need to evaluate if these steps are worthwhile for the industry.Learn more about PlannerDAO here: https://www.plannerdao.com/Join the community here: https://www.plannerdao.io/Learn about the CDAA designation here: https://www.certifieddigital.orgConnect with Adam: Linkedin.com/in/adamblumberg/Twitter: @Interaxis8Connect with Steve: Linkedin.com/in/stevelarsen1/Twitter: @Defi_Steward This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

The recent SEC showdown with Binance and Coinbase has created quite a buzz in the world of altcoins. It turns out the SEC has been busy classifying some of these bad boys as securities. To make matters more interesting, the SEC even dropped a list of specific coins they consider to be securities. That sent Robinhood into a frenzy, forcing them to kick those coins out of their platform. Talk about a liquidity drain and a major price dip!Now, this whole SEC crackdown has got financial advisors sweating bullets. They're worried about the legality of exchanges and how it might impact their clients. It's like walking on eggshells when dealing with altcoins that could be classified as securities. But wait, there's more! These cheeky coins also made their way into industry indexes. Can you imagine the impact on diversification strategies? It's like throwing a monkey wrench into the mix!All this craziness goes to show that financial advisors need to keep their wits about them. Staying informed and being cautious is the name of the game. Knowing the ins and outs of the regulatory landscape and understanding the associated risks is crucial. It's a wild ride out there, folks! Buckle up and stay on top of your altcoin game!Learn more about PlannerDAO here: https://www.plannerdao.com/ Join the community here: https://www.plannerdao.io/ Learn about the CDAA designation here: https://www.certifieddigital.org Connect with Adam: Linkedin.com/in/adamblumberg/Twitter: @Interaxis8Connect with Steve: Linkedin.com/in/stevelarsen1/Twitter: @Defi_Steward Connect with the DAO: www.plannerdao.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

In this week's episode of Crypto for Planners, Steve and Adam talk about the importance of the Certified Digital Asset Advisor (CDAA) being international.Crypto is global, and so is the need for the CDAA. Each region has its regulations, custodians, and use cases, and the developing world will need guidance on participating in the financial system. To be a valid designation, the CDAA must be managed by an independent group, PlannerDAO, in line with CPA and CFP. Therefore, it's essential to ensure that anyone helping others with their money has an education standard for crypto. Stay tuned to this week's episode of Crypto for Planners and learn more about the importance of education partners in Europe, Dubai, and Turkey. Connect with Adam: Linkedin.com/in/adamblumberg/ Twitter: @Interaxis8 Connect with Steve: Linkedin.com/in/stevelarsen1/ Twitter: @Defi_Steward Connect with the DAO: www.plannerdao.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

In this episode, Steve and Adam delve into the key takeaways from the Consensus 2023 conference in Austin, which attracted an impressive 15,000 attendees despite the challenging market conditions. Listen in as they discuss:* The increased focus on financial advisors and the events tailored specifically for them.* The evolving landscape of traditional finance professionals entering the crypto space.* The exciting potential between PlannerDAO, Kraken, and Anchorage to create innovative solutions for Registered Investment Advisors (RIAs).Stay tuned for more expert conversations on crypto, finance, and the future of the industry. Don't forget to subscribe, rate, and review!

Show notes:Dr. Taji, Certified Digital Asset Advisor EducatorLinkedIn: https://www.linkedin.com/in/drtaji/Twitter: @drTajiPlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Kristian Marlow, Cryptolawyer, Tax Expert, and AuthorLinkedIn: https://www.linkedin.com/in/kristianmarlow/Twitter: @0xMarlowPlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Dr. Niklas Schmidt, Partner at WOLF THEISSLinkedIn: https://www.linkedin.com/in/nischmidt/Twitter: https://twitter.com/wolftheissWebsite: https://www.wolftheiss.com/expertise/industries/blockchain-crypto-assets/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Jillian Nell, Director of Financial Planning with Inscription CapitalLinkedIn: https://www.linkedin.com/in/jilliannel/Twitter: https://twitter.com/jilliancnelWebsite: https://inscriptioncapital.com/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Robbie Heeger, President & CEOLinkedIn: https://www.linkedin.com/in/rheeger/Twitter: https://twitter.com/RobbieHeegerWebsite: https://endaoment.org/Alexis Miller, Donor Engagement and Strategic Partnerships Lead LinkedIn: https://www.linkedin.com/in/alexis-miller-880b2160Twitter: https://twitter.com/alexismm61 PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Paul Farella, CDAA™Managing Director at Willow InvestmentsLinkedIn: https://www.linkedin.com/in/paulfarella/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:CDAA Resources Library: https://www.plannerdao.io/courses/8679794/contentSean Waters, HeightZeroTwitter: @SeanWatersHZLinkedIn: https://www.linkedin.com/in/sean-waters-cdaa%E2%84%A2-3466024/Website: https://heightzero.co/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Bankless Advisor will equip a generation of financial advisors with the education, technology and legal tools to introduce one billion people to the Bankless life. They have an agreement with a company that provides Defi software for financial advisors who will whitelabel and revenue share with Bankless Advisor. Today's guests are Jacob Benson and Steve Larsen. Jacob goes by Coffee&Crypto on Discord and is passionate about how technology empowers individuals to create solutions and solve problems that improve the quality of their lives and the lives of others.Steve Larsen is the Co-Founder of PlannerDAO and the Certified Digital Asset Advisor designation, and has experience as both the Founder and Chief Compliance Officer of a large investment firm. Jacob Benson Discord: Coffee & Crypto#0444 Twitter: Steve Larsen Discord: Larseny#3336 Bankless Advisor proposal on BanklessDAO Forum: Timestamps 01:49 Jacob and Steve's background prior to joining the DAO space 07:18 How advisors work 12:03 What is Bankless Advisor 13:45 Requirements to being a Bankless Advisor 22:27 Trust 29:39 Why Bankless Advisors 37:41 Call to action 39:53 Closing remarks --- Today's Host - Droste --- Making Bank is a production of the Podcast Hatchery project at BanklessDAO. The content presented is strictly for information and entertainment purposes. Not financial, legal, or tax advice. Do your own research. We greatly appreciate your feedback. How are we doing? What can we do better? 30 second survey, two questions, anonymous via Tally form. Thank you! Making Bank    

Show notes:Benson Webb, Jr., Golden Webb CapitalTwitter: @B2KoldLinkedIn: https://www.linkedin.com/in/bensonwebbjr14/Website: https://www.linkedin.com/company/golden-web-capital-llc/ PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Adam Burke, Burke Wealth ManagementTwitter: @adam_c_burke LinkedIn: https://www.linkedin.com/in/adam-c-burke-entrepreneur/ Website: https://burkewealthmgmt.com/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Nick Reilly, Founder & Wealth Advisor at One Day AdviceTwitter: @NickReillyCFPLinkedIn: https://www.linkedin.com/in/nick-reilly-cfp/ Website: https://www.onedayadvice.com/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Adam Blumberg, InteraxisTwitter: @Interaxis8LinkedIn: https://www.linkedin.com/in/adamblumberg/ Website: https://www.coindesk.com/author/Adam%20Blumberg/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Marc Nichols, Digital Asset Product DirectorTwitter: @NicholsMarcLinkedIn: https://www.linkedin.com/in/marc-nichols/Arbor DigitalWebsite: https://arbordigital.io/LinkedIn: https://www.linkedin.com/company/arbor-digital/Twitter: @arbor_digitalPlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Marc Nichols, Digital Asset Product DirectorTwitter: @NicholsMarc LinkedIn: https://www.linkedin.com/in/marc-nichols/Arbor DigitalWebsite: https://arbordigital.io/LinkedIn: https://www.linkedin.com/company/arbor-digital/ Twitter: @arbor_digitalPlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCehCorrection - Justin said Crossroads 2021 when it was in fact still April of 2022… despite feeling like a lifetime ago. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes: http://notional.fi/ Cameron Schorg, Head Of Business Development & Partnerships, Notional FinanceTwitter: @schorgie30LinkedIn: @cameron-schorg https://www.linkedin.com/in/cameron-schorg/Email: cameron@notional.finance Notional FinanceWebsite: https://notional.finance/LinkedIn: https://www.linkedin.com/company/notionalfinance/ Twitter: @NotionalFinance PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Show notes:Gabriella Kusz, CEO at Global Digital Asset and Cryptocurrency AssociationInfo: https://global-dca.org/team/gabriella-kusz-mba-mpp-cpa-cgma/ Twitter: @gabriellakuszLinkedIn: @Gabriella (Gabby) Kusz https://www.linkedin.com/in/gabriella-kusz-5545872/Email: Info@global-dca.orgGlobal DCAWebsite: https://global-dca.org/Twitter: @globaldca1LinkedIn: https://www.linkedin.com/company/global-digital-asset-and-cryptocurrency-association/Sign up for Global DCA's Newsletter here. PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

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, he 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!

Show Notes:Duke Kim, Director Of Institutional Client Solutions:- LinkedIn: @thedukekim https://www.linkedin.com/in/thedukekim/ - Twitter: @thedukekim- Email: duke@thegivingblock.com The Giving Block:- Website: https://thegivingblock.com/ - LinkedIn: @thegivingblock https://www.linkedin.com/company/thegivingblock/ - Twitter: @TheGivingBlock- YouTube: https://www.youtube.com/channel/UCD-LGqL7exKw3OgLuGkHA9QJoin the PlannerDAO:: https://www.plannerdao.io/sign_up Learn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Recorded on May 3, 2022www.cryptounstacked.comWe unstack: -  How was Arbor Digital set up to offer crypto in client portfolios?-  Shift of investment vehicles: from GBTC to direct crypto exposure - Top crypto questions Marc gets from clients- How older generations are learning about crypto through the next generation- PlannerDAO, DACFP, and bringing forward crypto education+ more!Follow our GuestMarc Nichols (LinkedIn)Arbor Digital (Website)Digital Assets Council of Financial Professionals (Website)This episode is presented by CoinFLEX.CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world's first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information. DISCLOSUREThe Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.

When Tyrone Ross and Adam get together, we just let hit the record button and enjoy. Join them as they discusses all things digital assets in the financial planning space.Tyrone's Info:https://twitter.com/TR401http://tyroneross.io/Adam's Info:https://twitter.com/Interaxis8Join the PlannerDAO:https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Joining “On Purpose” with host Tyrone Ross are Steve Larsen and Adam Blumberg. The pair founded PlannerDAO, a decentralized autonomous organization (DAO) for financial service professionals.The guests assess how far the wealth management industry has come in terms of embracing crypto and what barriers need to be overcome before mass adoption. Larsen and Blumberg believe that education for financial advisers on crypto topics is crucial. They've taken it even one step further and created a certification designation, the certified digital asset adviser, managed entirely by PlannerDAO. What are the benefits and challenges of running a certification through a DAO?Consensus 2022, the industry's most influential event, is happening June 9–12 in Austin, TX. If you're looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Joining “On Purpose” with host Tyrone Ross are Steve Larsen and Adam Blumberg. The pair founded PlannerDAO, a decentralized autonomous organization (DAO) for financial service professionals.The guests assess how far the wealth management industry has come in terms of embracing crypto and what barriers need to be overcome before mass adoption. Larsen and Blumberg believe that education for financial advisers on crypto topics is crucial. They've taken it even one step further and created a certification designation, the certified digital asset adviser, managed entirely by PlannerDAO. What are the benefits and challenges of running a certification through a DAO?Consensus 2022, the industry's most influential event, is happening June 9–12 in Austin, TX. If you're looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Crypto Education Series: CDAA Designation Program Review Our host Marc Nichols is joined again by the President at Arbor Capital & Director at Arbor Digital, Matt Kolesky for the 2nd part of the 3 part crypto education series. In this episode, Marc and Matt discuss and review The Certified Digital Asset Advisor certificate program (CDAA). The two provide an overview of program content as well as the ongoing value and benefits of completing the program. CDAA: https://www.certifieddigital.org/ PlannerDAO: https://www.plannerdao.com/ Interaxis: https://www.interaxis.io/ Arbor Digital is a team of passionate professionals dedicated to responsibly constructing and managing digital asset portfolios by continually evaluating blockchain projects with potential. Our mission is to be the connection for Registered Investment Advisors and their clients to the world of digital assets and to educate them about the disruptive power of blockchain technology within financial services. to learn more and find out how you can #getoffzero visit https://arbordigital.io/ to book a demo or subscribe to our weekly Digital Asset Roundup. rate and review us: Apple Podcasts Google Podcasts Listen: Spotify Amazon Music Alexa Find out more at https://asset-revolution.pinecast.co Send us your feedback online: https://pinecast.com/feedback/asset-revolution/d8956721-ac0e-4765-86a6-6396cdbe986e

Crypto Indexes and Crossroads 2022 Guest Steve Larsen makes his second appearance on the podcast, and he and Marc discuss two exciting opportunities. First, they dive into what you need to know about the PDAO index and the current landscape of crypto indexes. As co-founder of PlannerDAO, Steve also discusses this decentralized community of financial advisors and shares information about the Crossroads 2022 event, which is the first-ever decentralized financial services event. Arbor Digital is a team of passionate professionals dedicated to responsibly constructing and managing digital asset portfolios by continually evaluating blockchain projects with potential. Our mission is to be the connection for Registered Investment Advisors and their clients to the world of digital assets and to educate them about the disruptive power of blockchain technology within financial services. to learn more and find out how you can #getoffzero visit https://arbordigital.io/ to book a demo or subscribe to our weekly Digital Asset Roundup. rate and review us: Apple Podcasts Google Podcasts Listen: Spotify Amazon Music Alexa Find out more at https://asset-revolution.pinecast.co Send us your feedback online: https://pinecast.com/feedback/asset-revolution/6216a89e-88fc-4356-9715-536aa26ed8cc

It's time to go Off the Chain to speak with PlannerDAO member Ben McMillan, founding partner and CIO of IDX Digital Assets. Listen in as we talk about what season crypto is in, the evolving nature of risk tolerance, and the benefits of risk management for client portfolios. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this episode, we discuss all things Decentralized Finance or DeFi. We've discussed DeFi a few times already, but Adam is taking a slightly different approach. He's building PlannerDAO - “empowering financial professionals to make digital assets & decentralized finance accessible to all investors.” - getting financial advisors and fiduciaries over the line with DeFi and why it's important as a way to help educated the masses that it might make sense to allocate some of their capital to. A really good episode on what DeFi is, where it's been, why it's important, regulation and where it might be going. Enjoy this episode with Adam Blumberg on all things DeFi. --- Support this podcast: https://anchor.fm/investinalts/support

Justin & Steve are back to run through what's going on in the industry and provide some insight into The Crossroads Conference. Just how close were we to picking Boise, ID for the host city? Listen in to find out, and then plan to join the conversation over at the PlannerDAO.Links mentioned in this episode//Article 1:: https://www.wealthmanagement.com/technology/gemini-buys-wealth-management-focused-bitriaCrossroads Conference:: https://www.plannerdao.com/crossroadsJoin the discussion at the PlannerDAO:: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Join Justin and PlannerDAO member Daniel Bishop of Black Swan Advisors for a deep dive into life as a family office advisor and other random things... like making sure a gardener isn't a double agent for your clients.Links mentioned in this episode//Daniel Bishop:: https://blackswancfp.com/Join the PlannerDAO:: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manualSign up to be a guest:: https://plannerdao.notion.site/Podcast-Submission-Form-b524b3ee03604dd98f1d30789eb9dfa9 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Today on WTFintech? I'm interviewing Steve Larsen, a certified financial planner, adviser and Co-Founder of PlannerDAO, a decentralized community of financial professionals promoting economic freedom, universal fiduciary standards, and access to financial services for all.  Steve and I dive into all things decentralization – from NFTs to the metaverse. Tune in to understand everything that comprises the new decentralized internet, or Web3. You can follow PlannerDAO on Twitter @PlannerDAO You can keep up-to-date with everything WTFinech? at https://workweek.com/brand/wtfintech/ (https://workweek.com/brand/wtfintech/) This episode of WTFintech is brought to you by our friends at https://www.yieldstreet.com (Yieldstreet).

Time to dig in with Adam Blumberg as he speaks to Julien Genestoux, founder of Unlock Protocol. Listen to how the Certified Digital Asset Advisor Designation is using Unlock to deliver the world's first professional designation NFT and how smart contracts can change the future of what membership and ownership can look like.Links mentioned in this episode::Unlock Protocal - https://unlock-protocol.comJulien's LinkedIn - https://www.linkedin.com/in/juliengenestoux/PlannerDAO - https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manualFollow Adam on Twitter - https://twitter.com/Interaxis8 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Want some industry predictions or forecasts for the New Year? Yeah, this isn't that kind of podcast. Justin and Steve kick off a new year with practical conversations around how an RIA can build out a digital assets business model to serve clients in 2022. Links mentioned in this episode//Join the PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Justin and Steve break down their Top 5 biggest stories of 2021 that occurred at the intersection of digital assets and the financial planning community. Miley Cyrus and Ryan Seacrest have nothing on this year-end wrap up.Links mentioned in this episode//Join the PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual Certified Digital Asset Advisor Designation: https://www.certifieddigital.org/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

PlannerDAO member Adam Blumberg sits down with Jackson Wood, a Financial Advisor with Freedom Day Solutions, to discuss being baptized in the cool waters of DeFi. Is this why they call them liquidity pools? Listen in to find out.Links from this episode//Adam Blumberg, Interaxis: https://www.interaxis.io/https://twitter.com/Interaxis8Jackson Wood, Freedom Day Solutions:https://freedomdaysolutions.com/https://twitter.com/jacksonwoodHQPlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manualCertified Digital Asset Advisor Designation: https://www.certifieddigital.org/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Justin and Steve break down how to untangle the year-end mess that can be crypto tax planning. Listen up for an announcement of an announcement (yes, it took us less than a year to become as bad as Crypto Twitter). Links mentioned in this episode//Join the PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual Certified Digital Asset Advisor Designation: https://www.certifieddigital.org/Tax Software Companies Mentioned: https://tokentax.cohttps://www.zenledger.io/https://taxbit.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Justin and Steve are back to kick off the busy year-end-planning season with a shoutout to PlannerDAO members from Onramp for bringing a new WisdomTree Index gaining access to thirteen different digital assets from Layer 1s to a metaverse play.Links mentioned in this episode//Join the PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual First article: https://www.riaintel.com/article/b1vqk5kyh8q5g9/wisdomtree-ritholtz-wealth-management-partner-to-launch-crypto-index This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Justin and Steve are back to discuss last week's news featuring a recent Animal Spirits Podcast with the Index Co-op... or is it Coop? Learn more about what the Index Coop does, and how this familiar concept could help your clients.Links mentioned in this episode// Join the PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual First article: https://theirrelevantinvestor.com/2021/11/29/animal-spirits-the-dao-of-defi-index-funds/Index Coop Resources: https://www.indexcoop.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Adam Blumberg, Co-Founder of Interaxis, comes on The Resilient Advisor Show with Jay Coulter to explain what a DAO (Decentralized Autonomous Organization) is, how it works and what advisors need to know. Adam also dives into how his PlannerDAO works. Learn more about PlannerDAO: https://www.plannerdao.com/ https://www.plannerdao.io/ Follow PlannerDAO on Social: Twitter: https://twitter.com/plannerdao LinkedIn: https://www.linkedin.com/in/planner-dao/ Follow Adam Blumberg on Social: Twitter: https://twitter.com/Interaxis8 LinkedIn: https://www.linkedin.com/in/adamblumberg/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv  

Justin and Steve are back to discuss last week's news featuring a Self-Directed IRA solution.Links mentioned in this episode//PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manualFirst article: https://cryptocurrencynews.com/directed-ira-customers-invested-over-40m-in-gemini-crypto-ira-solution-in-first-5-months/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Remember that weird period after the financial industry almost blew up the global economy? Steve and Justin sure do, and there's a new fund that sounds like it's wanting to turn the clock back to 2009. Listen up for this edition of Last Week Today breaking down headlines unique to the financial planning industry.Links mentioned in this episode//Article 1: https://www.investmentnews.com/bitcoin-investing-roller-coaster-ride-213564Article 2: https://www.coindesk.com/tech/2021/11/04/why-the-advisor-crypto-technology-gap-is-closing/Join the PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

We sit down with PlannerDAO member Theresa Morrison to talk about her take on the state of the financial planning industry and digital assets.Learn more about Theresa here::LinkedIn Profile: https://www.linkedin.com/in/theresamorrison/Company Website: https://beckettcollective.com/PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Justin and Steve are back to discuss last week's news and a new potential crypto onramp for financial advisors to consider. Links mentioned in this episode//PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manualFirst article: https://www.forbes.com/sites/jonathanponciano/2021/10/25/mastercard-debuts-new-partnership-to-help-banks-offer-crypto-credit-card-rewards/?sh=ad8a4535127eBakkt: https://www.bakkt.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

A BTC ETF has been approved and reached a Billion dollars of AUM in record-setting time. Join Justin & Steve as we break down the new ProShares BTC ETF, how advisors should be thinking about BITO, and the conversations you need to be ready to have with clients.Links mentioned in this episode//PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manualArticle: https://blockworks.co/bito-on-track-to-be-first-fund-in-history-to-hit-1b-in-aum-in-two-days/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

We ask the PlannerDAO community 3 Questions about the state of the financial planning community and their hopes for where we can go together.Today's guest is Matthew Kolesky, the Director of Arbor Digital. Matt has a unique blend of experience as a financial advisor, as the president of an RIA firm, as the Chief Compliance Officer, and now as the Lead Director of the digital asset division of Arbor Capital.Bio//https://digital.arbor.capital/meet-the-team/matt-kolesky/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Links mentioned in this episode//Certified Digital Asset Advisor Designation (CDAA):https://www.certifieddigital.org/PlannerDAO:https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manualMax Schatzow Twitter Handle:https://twitter.com/AdviserCounsel This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

Adam Blumberg is a co-founder of the PlannerDAO, created the Certified Digital Asset Advisor designation, and is the wizard of video content with Interaxis - the premier platform for financial advisors to find educational content about digital assets. He sits down with Steve for a breakdown of the PlannerDAO's partnership with Nexus Mutual, and what it means for advisors.Links to the information mentioned in this episode//PlannerDAO - https://plannerdao.ioNexus Mutual - https://nexusmutual.ioLinks to Adam Blumberg//Interaxis - https://www.interaxis.ioCertified Digital Asset Advisor Designation - https://www.certifieddigital.org This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

A decentralized podcast? For financial planenrs? Join Steve Larsen, Justin Pullaro, and the members of the PlannerDAO as they educate fellow Financial Planners about crypto. Listen to the very first episode of the CFP podcast as they discuss the era of digital assets and what it means for CFPs. The episode includes these links: Join the PlannerDAO Community: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manualFirst News source: https://blockworks.co/interactive-brokers-launches-crypto-trading-through-paxos/Second News Source: https://blockworks.co/fidelity-most-institutional-investors-open-to-crypto-want-an-etf/Website to track EIP 1559: https://watchtheburn.com/ and https://ultrasound.money/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com