• views: 13
• date: 18 October 2026
• posted by: BeMyLove

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...



   
   
   

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