Financial Advisors

Breaking Down Cryptocurrency: Core Principles and Practices

Published

In this episode of Queue and A, Jeff Jason, Senior Wealth Advisor at Summit Wealth Partners and author of Stacking the Odds to Win the Loser's Game and How to Pass Your Wisdom Before You Pass Your Wealth, joins Tyrone Ross to discuss a variety of topics from tithing, wealth preservation, and the nuances of cryptocurrency. Jeff is passionate about not only educating young professionals on the proper steps to set up a successful financial future, but how to then preserve accumulated wealth from generation to generation. The two also dive into stipulations surrounding cryptocurrency and what steps advisors need to take to be properly educated in order to serve as an asset to their clients. In Tyrone’s words, "crypto reaches the underserved," so simplifying it and make it accessible to the audience best situated to benefit, “is crucial.”

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