
Vaughn Kellerman, CFP® ABFP®
@vkellermancfp
Tweets ≠ Advice @mysoundadvisory
ID: 427729959
http://thesoundadvisory.com 03-12-2011 22:15:11
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Listen to Jessy Gilger, CFP explain to @prestonpysh how Sound Advisory has helped save clients millions in taxes using these techniques: ➡️Capital gains/loss harvesting ➡️Donor-advised funds ➡️Roth conversions

If you can’t talk about your bitcoin wealth with your financial advisor, it might be time to find a new advisor. Listen to Jessy Gilger, CFP discuss: - Why advisors are quietly shifting to bitcoin - How 2025 tax changes could impact holders - Handling bitcoin's extreme volatility

Legacy financial advising has an apathy toward innovation, and a lot of ego gets in the way. It stung to admit I was wrong about bitcoin, but it set me free and now I get to help others on their journey. Thank you, Preston Pysh, for education and EgoDeath.

Did you listen to my Preston Pysh or @iiicapital interviews recently? If you want to learn more about the charitable bitcoin tax optimization strategies I talked about, I'm hosting a free online event with UI Charitable next week. Sign up here: linkedin.com/events/unlockt…

📻 Last week on Bitcoin Fundamentals: Jessy Gilger, CFP sat down with Preston Pysh to talk: 📈 Bitcoin ETFs 👴 Retirement strategies 🏡 Home mining 🪙 Inheritance planning 🔐 The future of self-custody

Check out our most recent article from Jessy Gilger, CFP covering tariffs, taxes, and what you can do next to improve your financial picture:











Last week Jessy Gilger, CFP sat down with Marty Bent to talk about something more important than accumulating bitcoin: Using your bitcoin to Stack Saturdays - more time with your loved ones.


If I had a vote I’d want Pierre Rochard as new Fed Chair. Just my two sats.