💰😱 Help I'm Rich! | Wealth Management for Large Cryptocurrency Portfolios 📊🔐💹🚀

Clinton and Stefan explore crucial topics like inheritance planning for cryptocurrency wealth, the role of self-directed Roth accounts, and alternative wealth management strategies that promise more than just HODLing. Whether you're an affluent investor or aspiring to be one, this video offers valuable insights and expert advice on managing your crypto wealth effectively.Show more

💎 Guest: Stefan, the Founder and CIO of Whitwell & Co., LLC, is an expert in tax planning and alternative investing with a M&A background. He also advises clients on health, wealth, and purpose intersection. He has global market knowledge from his experiences in NYC, London, Hong Kong, and Tokyo. A Wharton graduate with CFA and CIPM designations, Stefan served on numerous advisory boards and is an advocate for venture philanthropy.

For expert guidance and individually tailored wealth management services
👉Social Media Links - https://linktr.ee/whitwellpr

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▬▬▬▬▬ TIMESTAMPS ▬▬▬▬▬
0:00:06 - Intro
0:00:35 - Handling Crypto Windfalls
0:01:19 - Meet Stefan Whitwell
0:03:29 - Fear Factor in Diversifying Investments
0:05:29 - Wealth Protection and Cash Flow Planning
0:06:10 - The Need for Non-Traditional Investment Choices
0:08:19 - Need for a Comprehensive, Non-Traditional Financial Plan
0:10:51 - The Power of Roth Accounts in Your Financial Portfolio
0:12:02 - Understanding Taxable, Tax Deferred, and Tax Free Buckets
0:17:46 - Is Your Money Really Safe in The Bank?
0:25:37 - Understanding Banks vs. Custodians: An Insightful Explanation by Stefan
0:29:52 - Seeking Better Asset Protection
0:31:26 - Cybersecurity Concerns in the Crypto Space: A Continued Discussion by Stefan
0:39:57 - Having a Plan and Making Trade-Offs in Crypto Investments
0:47:15 - Navigating Tax Events and Wealth Growth in Crypto
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📣 Host: Clinton Donnelly
Twitter 👉 https://twitter.com/CryptoTaxFixer

Clinton Donnelly, LLM, EA, is the president and founder of CryptoTaxAudit. Clinton holds an advanced law degree in international financial planning and taxation. He is an enrolled agent authorized to represent taxpayers before the IRS. Clinton also holds a Certified Cryptoasset Anti-Financial Crime Specialist certification.

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🐋 Sponsor: CryptoTaxAudit

CryptoTaxAudit is the ultimate solution for ensuring your crypto taxes are precise and fully compliant with the latest regulations. With expert guidance and support, you can avoid costly penalties and enjoy complete peace of mind. Don't take any chances with your hard-earned assets. Become a Audit Defense member today and take control of your financial future! Visit CryptoTaxAudit.com today.

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#CryptoWealthManagement #CryptoTaxPlanning
#BeyondHODLing #CryptoInheritance #SelfDirectedRothCrypto #CryptoDiversification
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