Building Intentional Wealth

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/