The Reformed Financial Advisor

In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy. I also explore the societal shift towards individualism and instant gratification and contrast it with the traditional values of family and legacy. The role of the family can be in providing support, guidance, and purpose. Building family wealth and nurturing intergenerational connections are ways to leave a lasting impact that extends beyond one's lifetime. Episode page: www.simplewealthkc.com/post/against-die-with-zero Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

In this episode of The Reformed Financial Advisor podcast, I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monastery in Croatia, family dynasties, and the noblesse oblige. All in all an interesting conversation that combines legacy, finance, and the pursuit of generational prosperity. Episode Links: The Noblesse ObligeDorian on LinkedInhttps://www.antesic.com/Good King Wenceslaus - The Irish RoversTucker Carlson - All-In PodcastGet the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Join me at Bitcoin Expedition on 10/26 in Jefferson City, MO. I will speaking alongside Natalie Brunell, Parker Lewis, Marty Bent, and Trey Sellers. Promo Code ANDY to receive 30% off https://www.bitcoin-expedition.com/ Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Intro music is Ryan O'Connor's

I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss: Episode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglass Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss: Episode Page - https://www.simplewealthkc.com/post/bitcoin-monasteries-reclaiming-the-american-dream-pablo-peniche Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too. Episode page - www.simplewealthkc.com/post/john-mayer-is-probably-into-bitcoin-mike-marion Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I was looking for a bitcoin price chart graphic that I could admire on my wall and use for client gifts. I couldn't find anything I liked. So I created my own. Tell your wife that you are glad to help orange pill your interior! Support the show and pick one up at - hoardbitcoins.com Buy The Reformed Financial Advisor Bitcoin Wall Canvas Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Intro music is Ryan O'Connor's

My descent into bitcoin madness happened gradually, then suddenly. I comment on the books that I read on my way from agnostic to bitcoin maximalist. Books discussed: Episode page - www.simplewealthkc.com/post/books-that-turned-me-from-financial-advisor-skeptic-to-bitcoin-advocate Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Warren Buffett says to read 500 pages a week. Yet The Atlantic recently reported that kids aren't "following in love with reading" anymore... what gives? Brian O'Leary joins me to launch a sermon on the value of reading right now and then we launch into our list. Books discussed: Brian O’Leary is an independent media personality spanning several fields—podcasting, professional copywriting, internet marketing, broadcasting, and more. The mission of this “once & future” baseball coach is to restore, build, and promote a more robust and serious culture. https://briandoleary.com/flattery/ https://crisismagazine.com/podcast/sister-wilhelmina-an-american-incorruptible Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Andy Flattery does a solo mixtape episode commenting on the Coen Brothers' "Hail, Caesar!," the craftsmanship of Tally Ho Yacht restoration project, and Fr. Paul Scalia's lecture on leisure, the basis of culture. In making these connections he attempts to unpack the tension between workaholism, the dignity of work, diligence, and sloth. Episode page: https://simplewealthkc.com/hail-caesar-tally-ho-yacht-guy-the-dignity-of-work-podcast/ Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Trey Sellers of Unchained and Andy Flattery discuss how bitcoin relates to the Financial Independence Retire Early (FIRE) movement. Bitcoin allows individuals to hold their wealth in money itself rather than subpar assets like real estate, stocks, bonds, or gold. Sellers explains that the demonetization of assets occurs when traditional money loses value over time and individuals have to choose where to store their value. He argues that the monetary premium for these other assets, such as real estate and index funds, can be replaced with bitcoin as the global standard for wealth preservation. Episode page - https://simplewealthkc.com/achieving-true-financial-independence-unchaineds-trey-sellers/ Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Andy Flattery & Prince Filip Karađorđević discuss the history of his storied family dynasty, dating back over two centuries, life as a royal in exile, and the promise that he sees in the Serbian people today. Filip explains why he supports bitcoin and the hope he has in leaving a family legacy for his son. Guest: HRH Prince Filip, Hereditary Prince of Serbia and Yugoslavia, also known as Prince Filip Karađorđević, is the Chief Strategy Officer at JAN3, a technology company that helps nation-states, enterprises and individuals achieve sovereignty and prosperity through Bitcoin. As CSO, Prince Filip engages with high-level actors and oversees strategic initiatives to accelerate Bitcoin adoption worldwide. He previously worked as an analyst at a prestigious London-based global asset management firm, helping clients make vital capital allocation decisions. Prince Filip has over 15 years of experience in traditional finance. Episode page: https://simplewealthkc.com/monarchy-patrimony-bitcoin-prince-filip-of-serbia-karadordevic-podcast/ Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Let's talk about real life boiler room stories with Wall Street veteran Chris Rossi. Show notes: https://simplewealthkc.com/confessions-of-a-stockbroker--chris-rossi-podcast/ Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I used to work with a regular joe who accumulated and held the same stock for decades, amassing a small fortune. His crutch- no brokerage accounts. Instead, he kept the stock certificates secured in safety deposit boxes.. Cold storage! In this episode, I unpack Chris Mayer's modern classic "100 Baggers" and consider bitcoin in light of the book's principles. Show notes: https://simplewealthkc.com/could-bitcoin-be-a-100-bagger-podcast/ Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

In the final episode of 2022, I unveil the most downloaded episodes of The Reformed Financial Advisor this year, read the BOOSTS, share my favorite podcasts, and shill a few book, youtube, and music recommendations. Merry Christmas & Happy New Year! Twitter thread on the most downloaded episodes of 2022: https://twitter.com/andyflattery/status/1609186663640567815?s=20&t=-441JhSU-qDqm1jwErh81A Twitter thread on my favorite podcasts of 2022: https://twitter.com/andyflattery/status/1608900438010777600?s=20&t=rvfqbQEMihw1G-K0IPeihg Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Financial Advisors gather to discuss the intersection of bitcoin and financial advice. In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world: - The dead end of "trying to make money on bitcoin" - What is going well regarding tools and the regulatory environment - What is on our wish list of products & services - Why FAs should take their own advice and play the long game with bitcoin - Introducing the Bitcoin Financial Advisors Network Show notes: https://bitcoinfinancialadvisorsnetwork.com/btc-financial-advisor-roundtable-podcast/ Outro: https://www.youtube.com/watch?v=j54Yk3xSYx4 Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk: - The Tax Planning mentality - Writing a book to standout as an expert - Is Bitcoin in a 401(k) even a good idea? - What Romney SHOULD have done with his huge IRA Outro: https://www.youtube.com/watch?v=ZOaj1TCMows Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Factory financial advice limits high achievers. Successful people will often credit things like skills acquired, stepping stone achievements, risk taking, connections made, and luck for their greatest accomplishments. They don’t credit a goals based plan for retirement that they made 30 years ago! Instead of being laser focused on retirement, the alternative is to be a craftsman in something, have broad interests, take small risks & be a tinkerer, and don't retire, just pivot. The singer of "Seven Nation Army" provides the model. Show Notes: https://simplewealthkc.com/jack-white-tinkering-the-limits-of-goals-based-planning-podcast/ Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Andy Flattery speaks with bitcoin legend Bitstein about the fundamental economic question - what is the social good of speculation? Contrary to popular belief, correct speculation is not a zero sum game, but serves the purpose of correcting mispriced assets. Show Notes: https://simplewealthkc.com/speculator-work-is-real-work--bitstein-podcast/ Interlude/Outro: https://www.youtube.com/watch?v=JGBXnw86Mgc Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.