Bitcoin Custody, IRAs, and Inheritance Planning for Financial Professionals

Bitcoin Custody, IRAs, and Inheritance Planning for Financial Professionals

Author: Wyatt O'Rourke & Jordan Guess March 25, 2026 Duration: 58:45

What if you could hold Bitcoin for the long term, access liquidity when you need it, and do it all without ever giving up control of your keys? In this episode, we sit down with Ben Bryla, Director of Sales at Unchained, to break down everything their platform has to offer… from collaborative custody and collateralized lending to Bitcoin IRAs and inheritance planning, all built natively around Bitcoin.

Ben walks us through Unchained's collaborative custody model, how 2-of-3 multi-signature vaults give clients majority key control, and why the Connections feature is becoming a game-changer for advisors, CPAs, and estate planning attorneys. We cover the mechanics of Bitcoin IRAs with retained key control, collateralized lending with full collateral transparency, and a practical walkthrough of Unchained's inheritance protocol. We close out with a look at how financial professionals are starting to engage with the platform and why education is still the biggest hurdle.

Chapters (00:00) - Introduction to Bitcoin and Personal Journey (03:00) - Understanding Unchained and Collaborative Custody (06:04) - The Importance of Multi-Signature Custody (09:09) - Exploring Unchained's Financial Services (11:58) - Connections Feature and Its Benefits (14:55) - Community and Human Element in Bitcoin (18:09) - Future Features and Client Feedback (21:03) - Navigating Market Fluctuations and Building in Bear Markets (26:36) - Navigating Bitcoin Sales and Relationships (27:37) - Understanding Bitcoin Collateral and Loans (30:26) - Exploring Bitcoin IRAs and Retirement Options (34:01) - Inheritance Planning for Bitcoin Holders (38:28) - Expanding Outreach Beyond the Bitcoin Community (43:48) - Engaging Financial Advisors and RIAs (47:34) - Tax Reporting and Compliance for Bitcoin Users (50:05) - Ensuring Bitcoin Security and Recovery

Guest Links

Ben Bryla, Director of Sales at Unchained

X: @BitcoinBenjiiii

Unchained Website: https://unchained.com/

Host Links

Jordan Guess:

X: / jordanguess

LinkedIn: / jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke:

X: / wyattorourke_

Website: https://www.basilic.io/

Bitcoin for Financial Services Media Links

X: / bffs_media

Website: https://bffs.media/

YouTube: / @bffs_media

Check out our awesome show sponsors!

Basilic Financial: Your wealth deserves intention. Basilic Financial is a Bitcoin-focused wealth management firm that helps clients find balance between money and meaning. Basilic integrates sound-money strategies across four personalized services: financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. (Link: https://www.basilic.io/)

Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors, delivering clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. Ditch the headaches with robust accounting for the hardest money on earth. (Link: https://www.bitment.co/)

Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Satoshi Pacioli handles bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals. Work with advisors who speak Bitcoin and keep you compliant while building long-term value. (Link: https://satoshipacioli.com/)


You’ll find Bitcoin for Financial Services Podcast lives at the intersection of established finance and a rapidly evolving digital asset landscape. Hosts Wyatt O’Rourke and Jordan Guess bring distinct, grounded perspectives to each conversation. Wyatt, author of The Bitcoinization of Finance and founder of Basilic Financial, operates daily in the practical work of connecting traditional wealth management with Bitcoin’s emerging economy. Jordan’s complementary expertise allows them to dissect complex developments with clarity. Together, they move beyond hype to examine the tangible mechanisms, regulatory shifts, and institutional adoption that are actively restructuring financial services. This isn't about abstract theory; it's a close look at the tools, strategies, and real-world implications for professionals and serious investors. Each episode of this podcast feels like a focused discussion, unpacking how Bitcoin technology influences everything from portfolio construction to payment systems. If you're navigating the convergence of legacy systems and cryptographic innovation, the dialogue here provides a necessary and nuanced compass. Tune in for analysis that respects the depth of both finance and the foundational technology changing it.
Author: Language: English Episodes: 39

Bitcoin for Financial Services Podcast
Podcast Episodes
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