Bitcoin Personal Finance helps readers move beyond accumulation and build durable systems for cash flow, custody, taxes, retirement, estate transfer, and purpose-driven life planning.
About the project
Drawing on nearly a decade of advising families with meaningful bitcoin wealth, Morgen Rochard, CFA, RLP, bridges traditional financial planning and bitcoin-native realities. This is not a trading guide, technical manual, or price-prediction manifesto; it is a practical planning book for people who want bitcoin integrated into real financial decisions.
Bitcoin changes the rules of money. It does not remove the need for planning.
This site is the launch home for Morgen Rochard’s forthcoming Wiley book on cash flow, risk, custody, taxes, retirement, estate transfer, and purposeful financial life design for bitcoin holders.
Author
Morgen Rochard, CFA, RLP, is a financial planner, writer, and educator focused on helping families build resilient, values-aligned lives in a world of monetary uncertainty.
Advance praise
“Excellent book that bridges two worlds that urgently need each other: prudent financial planning and the monetary revolution of bitcoin.”
Jeff BoothAuthor of The Price of Tomorrow and Founding Partner at Bitcoin-focused venture firm Ego Death Capital
“Bitcoin is changing how people save, invest, and plan for the future, but most financial advice is still anchored to assumptions from a fiat world. Morgen Rochard has written a practical guide for navigating that transition, helping Bitcoin holders build a thoughtful financial plan around sound money. This book is an invaluable resource for anyone seeking to turn Bitcoin conviction into long-term financial security.”
Matt ColeChairman and CEO of Strive, Inc.
Appearances and news
No launch events are posted yet.
Morgen Rochard's Bitcoin Personal Finance is scheduled for publication by Wiley on October 27, 2026.
