THE TRUTH ABOUT YOUR FUTURE with Ric Edelman cover image

7/21/23: My Chat with CNBC’s Downtown Josh Brown on Crypto Regulation, the SEC, & Coinbase

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

00:00

Cryptocurrency and Estate Planning

It's more about the amount of risk they're willing to assume for a potential return. We don't have clients that need a 500X return to meet their goals. I'm sure it's going to become an issue over the next 10 years though. All of last year, frankly, was a tax-loss harvest and opportunity.

Play episode from 20:04
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app