This episode features host Marc Nichols and guest Jerald David, president at Arca, discussing the Blockchain Transferred Fund. Jerald shares the mission of Arca and Arca Labs, and he explains what you need to know about the Blockchain Transferred Fund and the evolution of the pooled investment fund. He and Marc discuss the features and …
In this special edition, episode Marc Nichols goes solo to discuss stablecoins, why they’re important… and what’s next. Marc provides a high-level dive into specifically Terra (LUNA) and UST and discusses the major recent collapse. Marc continues to discuss risk management regardless of whether investing in digital or traditional markets. Gemini Cryptopedia: What is …
The Crossroads, Decentralized Conference 2022 The financial industry is at a crossroads and the digital divide is widening, led by the adoption of blockchain technology and crypto-assets. PlannerDAO recognizes this shift and invites you to join us at The Crossroads 22’. And PlannerDAO members see the direction this digital shift is taking us…so we welcome …
What’s Happening Now in Digital Assets That Requires Estate Planning? Host Marc Nichols speaks with Sara Adami-Johnson, attorney and senior wealth planning consultant at BMO Private Wealth in British Columbia, Canada. They dig into the relatively new topic of digital asset estate planning, and why it’s becoming necessary. Sara shares three considerations when managing digital …
Providing Clarity on the Crypto Tax Landscape and Mistakes to Avoid Marc Nichols is joined by Jordan Bass, a CPA and tax attorney specializing in crypto, for an informative discussion about the current crypto tax landscape. Jordan discusses the services provided by both his companies, Bass Law and Taxing Cryptocurrency, and he and Marc provide …
Financial Advisors: Here’s Our Recommended One-Year Education Plan In this third installment of the crypto education series, Marc is joined once again by Matt Kolesky, President at Arbor Capital & Director at Arbor Digital. They provide a comparative analysis of the DACFP and the CDAA, plus share other education resources that offer extreme value to …
The Value and Benefits of the CDAA Certificate Program 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 …
Crypto Education Series: CDAA Designation Program Review Read More »
The Value and Benefits of the DACFP Certificate Program Our host Marc Nichols is joined by President at Arbor Capital & Director at Arbor Digital, Matt Kolesky for the first part of a three-part series focusing crypto education. In this episode, the two discuss a brief history and overview of the Digital Assets Council for …
The PlannerDAO Index and Crossroads 2022: Two Exciting Opportunities 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 …
What can Flourish Crypto offer to advisors across the country? Marc Nichols welcomes guest Ben Cruikshank, head of Flourish Crypto, for an in-depth discussion of Flourish. Ben shares what Flourish Crypto is and talks about their journey into this space. He discusses where the platform fits compared to other solutions, and its exciting future capabilities. …
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