Planting the Orange Flag

Planting the Orange Flag

Author: Wyatt O'Rourke & Jordan Guess December 10, 2025 Duration: 1:00:42

What happens when financial advisors dismiss Bitcoin as a passing trend, only to watch clients walk away? How do you build trust in an industry riddled with scams and short-term thinking?

In this first episode of BfFS, we explore the gaps in traditional finance, where fear meets opportunity, and what it means to "Plant the Orange Flag" as a professional.
From tax strategies to custody tradeoffs, the rules are being rewritten. Will you adapt or get left behind?

Chapters
00:00:00 Welcome to Bitcoin for Financial Services
00:03:11 Wyatt O'Rourke: Basilic Financial background
00:05:52 Jordan Guess: CPA and Bitment introduction
00:08:41 Origin story: how we met and teamed up
00:12:39 Planning and running the inaugural summit
00:23:49 Why advisors must embrace Bitcoin now
00:30:50 Business model shifts and custody questions
00:36:12 Due diligence for Bitcoin service providers
00:46:12 Podcast details and community building
00:57:14 Events, announcements, and closing statements

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
The CPA Who Orange‑Pilled Finance [not-audio_url] [/not-audio_url]

Duration: 59:32
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