Bitcoin Personal Finance: Build Wealth in a Digita l World

von Morgen Rochard

352 Seiten, Hardcover

Kurzbeschreibung des Verlags

Turn a bitcoin position into a coherent, risk-managed financial life. Bitcoin Personal Finance, written by Morgen Rochard, CFA, RLP, provides a fiduciary-grade framework for building wealth around bitcoin. Whether readers are evaluating their first purchase or managing a concentrated position worth six or seven figures, Rochard applies disciplined financial planning principles to the unique realities of holding a global, self-custodied monetary asset. The book follows the structure of a comprehensive planning engagement-cash-flow design, risk management, investment policy, tax strategy, retirement income, estate transfer, and purpose-driven life planning-and examines how each area evolves when bitcoin becomes the core balance-sheet asset. Readers receive practical tools, sample allocation frameworks, liquidity guardrails, and decision trees calibrated for bitcoin volatility, custody responsibility, and long time horizons. Grounded in real-world advisory experience, Rochard integrates behavioral finance, tax law, estate design, and investment discipline into a cohesive system. The result is a structured approach that helps individuals transform conviction into durable financial architecture. Inside, readers will find: - Behavioral insights addressing fear of catastrophic loss, over-concentration, over-trading, and aligning financial upside with daily purpose - Guidance on liquidity buffers, position sizing, leverage decisions, and building resilience around volatility - Tax optimization strategies for basis tracking, charitable giving, Roth conversion analysis, and multi-jurisdiction considerations relevant to bitcoin holders - Estate planning frameworks for private-key inheritance, trustee education, and secure custody succession - Practical considerations for financial planners and family offices navigating compliance, custody due diligence, and client education Bitcoin Personal Finance serves individuals seeking a disciplined on-ramp, long-time holders navigating cash-flow and estate complexity, and the professionals advising both groups. It provides a roadmap for integrating sound money into every layer of financial life and for building a structure designed to endure across decades.

• Themen: Wirtschaftswissenschaft, Finanzen, Betriebswirtschaft und Management Wirtschaftswissenschaft Makroökonomie Geldwirtschaft, Währungspolitik
• ISBN: 9781394394050
• Sprache: Englisch
• Erscheinungsdatum: 27.10.2026
• Verlag: John Wiley & Sons Inc