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
1 Billion Users: Why the Lightning Network is Winning [not-audio_url] [/not-audio_url]

Duration: 48:18
We sit down with Lightning Network executive Bobby Shell to explore how Bitcoin is maturing from a tinkerer's hobby into an essential enterprise powerhouse. We break down the massive shift in payment rails, revealing how…
Mortgage Insider: Use Your Bitcoin To Qualify Now! [not-audio_url] [/not-audio_url]

Duration: 52:31
We explore a massive breakthrough for Bitcoiners looking to enter the real estate market. For years, traditional banks have forced us to liquidate our stack or denied loans because our wealth is not in fiat. In this epis…
Why Your Business Needs An Anti-CBDC Strategy Now [not-audio_url] [/not-audio_url]

Duration: 59:50
In this episode, we sit down with Adam Simecka to discuss the critical importance of building tools for independent value transfer in an increasingly surveilled world. We explore why self-custody is the only true protect…
Why 99% of Advisors Will Be Unemployed in 3 Years [not-audio_url] [/not-audio_url]

Duration: 1:08:45
We sat down with Zach Wischler, Director of Sales at Casa, to dismantle the false security of the ETF narrative and explore the future of wealth preservation. While Wall Street pushes paper Bitcoin, the real value for hi…
CFO Reveals the 4 Types of Bitcoin Treasuries [not-audio_url] [/not-audio_url]

Duration: 1:01:52
We sit down with Travis MacDonald, a CPA and CFA who left the traditional M&A world to build financial infrastructure for the Bitcoin economy. He breaks down why the Bitcoin Treasury narrative is often oversimplified and…
Profitable Businesses Choose Bitcoin [not-audio_url] [/not-audio_url]

Duration: 56:49
In this episode, we sit down with Brandon Karpeles of Sovereign to unpack why so many businesses are failing under leverage and why Bitcoin changes that equation. Brandon shares his journey out of traditional finance, wh…
Building Bitcoin Rails For HSAs [not-audio_url] [/not-audio_url]

Duration: 52:35
We sat down with Jon Gordon and Stuart Lackey, co-founders of SoundHSA, to unpack why healthcare costs keep rising, why patients rarely see real prices, and where incentives break when third parties sit between doctors a…
The Fiduciary Case for Bitcoin Allocation [not-audio_url] [/not-audio_url]

Duration: 54:09
In this episode, we sit down with Jirayr, co-founder of Citrin Capital Advisors, to discuss the evolution of a San Francisco-based wealth management firm integrating Bitcoin. We explore the critical comparison between tr…
Bitcoin for Business in Practice [not-audio_url] [/not-audio_url]

Duration: 51:53
In this episode, we sit down with Wesley Schlemmer, President of the Bitcoin Bay Foundation and Executive Director of the Florida Blockchain Business Association. Wesley shares how Florida’s Bitcoin ecosystem has grown f…
The CPA Who Orange‑Pilled Finance [not-audio_url] [/not-audio_url]

Duration: 59:32
How do you run a business that thinks in Bitcoin and keeps clean books across Lightning, custody, and payroll? In this episode of BfFS, we sit down with Joe Wood, a CPA who turned his accounting career toward Bitcoin. We…