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: 22

Bitcoin for Financial Services Podcast
Podcast Episodes
Fix the Money, Now Fix the Credit [not-audio_url] [/not-audio_url]

Duration: 1:12:51
What does it actually look like to leave a high-paying finance career, start publishing independent Bitcoin research from your basement, and end up as Chief Risk Officer of a publicly traded company? In this episode, Wya…
Why Bitcoin Always Wins in the Bear Market [not-audio_url] [/not-audio_url]

Duration: 1:13:25
What does it actually look like to build a Bitcoin media empire from the ground up and then take it public? In this episode, Jordan and Wyatt sit down with Brandon Green, CEO of BTC Inc., to explore the state of Bitcoin…
The Bitcoin Capital Markets Episode Nobody Made Yet [not-audio_url] [/not-audio_url]

Duration: 58:43
What does it actually look like to bring Wall Street deal-making into the Bitcoin ecosystem? In this episode, Jordan and Wyatt sit down with Scott Marmoll, Founder and Managing Director of Capital B Advisory, to explore…
How River Hit Its Highest Volume Month Ever During a Market Crash [not-audio_url] [/not-audio_url]

Duration: 59:06
When Bitcoin's price dropped and sentiment hit the floor in February 2025, most people expected adoption to slow. River's numbers told a completely different story… their highest volume month ever. In this episode, we si…
The $4,000 Rug Pull: Why Fiat Payments Break Small Businesses [not-audio_url] [/not-audio_url]

Duration: 55:59
This episode, we sit down with a payments veteran with 15+ years of payment innovation experience to dissect the inherent flaws of modern credit card rails and fiat payment systems. As financial professionals, we often s…
The Real Reason You Lose 8% Every Year [not-audio_url] [/not-audio_url]

Duration: 59:00
In this episode, we sit down with a CPA and financial advisor to deconstruct why traditional value investing models are failing in the current economic environment. We explore the critical flaw in modern accounting, whic…
Ex-Apple Engineer Reveals How AI Is Stealing Your Data [not-audio_url] [/not-audio_url]

Duration: 1:04:31
We sit down with a privacy-focused AI founder to discuss the massive security holes in popular tools like ChatGPT and Claude. The convenience of these models often comes at the cost of client confidentiality and transpar…