Cover for Bitcoin Personal Finance

Bitcoin Personal Finance

Build Wealth in a Digital World

Bitcoin Personal Finance is for readers who want more than bitcoin exposure. It is for people who want a financial plan that can accommodate bitcoin as a core balance-sheet asset.

The book serves individuals seeking a disciplined on-ramp, long-time holders navigating cash-flow and estate complexity, and the professionals advising both groups.

By Morgen Rochard, CFA, RLP

  • Bitcoin financial planning
  • Risk management
  • Custody and continuity
  • Tax and estate strategy
Publication date
October 27, 2026
Publisher
Wiley
Format
To be confirmed
Pages
To be confirmed
ISBN
9781394394050
Price
To be confirmed

What readers can expect

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.

Publisher description

The book follows the structure of a comprehensive planning engagement: cash-flow design, risk management, investment policy, tax strategy, retirement income, estate transfer, and purpose-driven life planning. It examines how each area evolves when bitcoin becomes the core balance-sheet asset.

Buy links

Preorder links are added as approved retailer listings become available.

Amazon

Preorder listing

Visit retailer

Barnes & Noble

Preorder listing

Visit retailer

Bookshop.org

Support independent bookstores

Visit retailer

Porchlight Books

Bulk and business ordering

Visit retailer