Building Intentional Wealth

Building Intentional Wealth

Author: Wyatt O'Rourke & Jordan Guess December 10, 2025 Duration: 1:07:12

In this third episode of BfFS, we sit down with Jim Crider to explore what it means to build intentional wealth in the Bitcoin era.

When does Bitcoin belong in an allocation, and when is holding dollars the responsible choice? How do advisors translate estate, tax, and behavioral planning into a world where money itself is being rethought?
Jim traces his path from early adoption to founding Intentional Living FP and explains how he guides clients from skepticism to conviction.

Listen and consider - what would you do differently if your money reliably held value over decades?

Chapter Markers
00:02:24 Jim Crider & Intentional Living FP
00:03:01 Jim's background and firm overview
00:04:07 How I introduce Bitcoin to clients
00:08:09 How much Bitcoin should I own
00:09:45 Bitcoin within equity and bond allocation
00:13:19 Client adoption and receptivity spectrum
00:26:18 Money as communication and family values
00:29:55 Starting Intentional Living FP
00:50:29 Tax and estate planning for Bitcoin holders
01:02:22 Long term Bitcoin's impact on wealth management

Guest Links
LinkedIn: https://www.linkedin.com/in/criderjim/
Intentional Living FP Website: https://www.intentionallivingfp.com/[

](https://www.intentionallivingfp.com/)Host)Host Links
Jordan Guess:
X: https://x.com/jordanguess
Discord: https://discord.com/invite/Xg55GVkc3f

**Wyatt O'Rourke:
**X: https://x.com/wyattorourke_
Website: https://www.basilic.io/

**Bitcoin for Financial Services Media Links:
**X: https://x.com/BFFS_media
Website: https://bffs.media/
YouTube: http://www.youtube.com/@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. 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. 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. 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
Self-Custody Under Fire: Lessons From the Cold Card Entropy Failure [not-audio_url] [/not-audio_url]

Duration: 1:05:04
This episode was already on the calendar — then the worst-case self-custody scenario happened days before we hit record. Jordan and Wyatt sit down with Chantel Lillycrop-Kostiuk, VP of Operations at Bitcoin Well, days af…
Satoshis Per Square Foot: Bitcoin's Takeover of Commercial Real Estate [not-audio_url] [/not-audio_url]

Duration: 1:08:36
Most real estate owners have never heard of a dual-collateralized Bitcoin loan — but the ones who have are getting better rates, longer holding periods, and a hedge their neighbors don't have. Jordan and Wyatt sit down w…
Inside a Bitcoin-Powered Bank Account for Businesses [not-audio_url] [/not-audio_url]

Duration: 55:26
Most people think of Bitcoin onboarding as either "buy an ETF" or "run your own node" — Stephen Cole, co-founder of Castle, is building the entire financial stack in between. Jordan and Wyatt sit down with Stephen to tal…
Inside the 2026 Bitcoin Financial Services Summit [not-audio_url] [/not-audio_url]

Duration: 47:58
Most Bitcoin conferences are 30,000 people, vanilla panels, and a badge you never look at again. The Bitcoin Financial Services Summit is the opposite — 200 curated seats, speakers you can actually walk up and talk to, a…
How W-2 Earners Slash Taxes With Bitcoin Mining [not-audio_url] [/not-audio_url]

Duration: 1:06:14
Most people write off Bitcoin mining as a waste of energy or a game reserved for hardware geeks and public mega-miners. Beau Turner, CEO and co-founder of Abundant Mines, says it's actually the most natural and versatile…