Chopped it up with my brother @Planning__22 this morning. youtu.be/jZIlPz7ysrA?is=8Vko…

Like most financial advisers, we are currently holding end of year meetings at @401Financial . However, unlike most firms, @erikpsmit and I emphasize health planning as a core part of our service model. I just got off the phone with a client who hit every single one of his financial goals this year. On paper and based on industry standards, he’s winning. Unfortunately, recent blood work revealed major health issues, and the culprit? His diet. This is exactly why we ask every client how they are doing mentally, emotionally and physically. What good is a portfolio that’s going up and to the right if your health is tanking like a meme coin? I empahsized to him: “Your kitchen is now your medicine cabinet.” That’s the 401 Way.

New meme just dropped.

One of the main jobs you have as a CEO/Founder is to recruit elite talent to help you build your vision. I’ve been blessed to have hired many talented people and today I’m elated to add Versha Plainfield, MD, MS to this list as the new CTO of @TurnqeyLabs. I’ve known Versha for years and my words won’t due her justice so here’s a snippet of her wildly impressive bio: “Dr. Versha Singh Plainfield is a rare blend of physician, mathematician, and AI product leader who has built and scaled technology platforms across some of the world’s most competitive industries. She holds a Doctor of Medicine degree, a Master’s in Data Science, and certifications in Product Leadership — a foundation that gives her both the rigor of science and the execution of enterprise-grade product management.” linkedin.com/in/versha-singh… I’m beyond excited for her to leave her mark on Turnqey and all of wealthtech. #MakeItTurnqey

Financial Advisers: learn to confidently speak with your clients about Bitcoin and other digital assets. Join me and 4 other leading financial advisors in this online program, where we share our perspectives and realities for your clients. This series will help you • Think about the place for Bitcoin or other digital assets in a crypto-curious client's portfolio • Balance your client's financial goals and risk • Evalute if and how crypto investment are aligned to their investment goals Visit: coinshares.com/us/insights/a…

CoinShares has become a trusted brand in the crypto space, and I’m excited to be included in their efforts to empower financial advisors with this educational series. Visit coinshares.com/insights/advi…

This week’s edition of TA is live which includes a link to my interview with @NateGeraci. You’ll enjoy listening to our crypto ETF debate while you’re relaxing this weekend. Check it out here: paragraph.com/@tokenadvice/t…