Wyatt O'Rourke & Jordan Guess
Bitcoin for Financial Services Podcast
Bitcoin for Financial Services Podcast is where money meets innovation. Hosts Wyatt O’Rourke and Jordan Guess break down what’s happening in the world of Bitcoin finance and how it’s reshaping the financial services industry from the inside out. Wyatt is the author of The Bitcoinization of Finance and founder of Basilic Financial, where he helps clients bridge the gap between traditional wealth management and the new Bitcoin economy. Jordan is the owner of Trusted Advisors CPA and founder of Bitment, a platform that helps accountants and bookkeepers automate Bitcoin tax prep and reporting. Tog...
Author
Wyatt O'Rourke & Jordan Guess
Category
Podcast website
Latest episode
Jul 8, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
How W-2 Earners Slash Taxes With Bitcoin Mining 08.07.2026 1:06:14
Most people write off Bitcoin mining as a waste of energy or a game reserved for hardware geeks and public mega-miners. Beau Turner, CEO and co-founder of Abundant Mines, says it's actually the most natural and versatile channel for physical energy in the world — and one of the most powerful tax strategies available to everyday investors. Wyatt and Jordan sit down with Beau to unpack what it reall...
The Wall Street Veteran Who Went All In on Bitcoin (And How He Makes It Grow) 01.07.2026 1:09:40
Most people think generating a return on Bitcoin means taking on reckless risk or selling your stack. Adil Abdulali, Chief Strategy Officer at Amitis Capital, says the real opportunity is treating Bitcoin as pristine collateral and building disciplined financial strategies around it without ever parting with your sats. Wyatt sits down with Adil to unpack what it actually looks like to run a Bitcoi...
What Actually Gets Built in a Bear Market | Bitcoin Venture Capital & the Future of Bitcoin Finance 24.06.2026 1:04:55
Most people think Bitcoin venture capital is just buying early and waiting. VJ Vesnaver, operating partner at Epoch, says the real work is finding the founders building the infrastructure that makes Bitcoin's future inevitable and backing them before anyone else sees it. Wyatt and Jordan sit down with VJ to unpack what it actually looks like to run a Bitcoin-native venture fund in a market where A...
The Orange-Pilled Advisor: Building a Bitcoin-First Wealth Management Firm From Scratch 17.06.2026 1:07:37
Most people think getting orange-pilled is the hard part. Matt Golliher, financial advisor and co-founder of Orange Horizon Wealth, says convincing yourself is easy… rebuilding your entire practice around Bitcoin is where the real work starts. Wyatt sits down with Matt Golliher to unpack what it actually took to transform a traditional, profitable RIA into one of the only fully Bitcoin-focused wea...
Your AI Agent Needs a Bitcoin Wallet. Here's Why. 10.06.2026 56:05
Most people think of Bitcoin as something you hold. Moritz Kaminski, co-founder of Alby, says it's becoming something your AI agent spends. Wyatt sits down with Moritz Kaminski to unpack why the Lightning Network is quietly becoming the payment rail of the agentic internet, what it actually looks like to give an AI agent a self-custodial Bitcoin wallet, and why micropayments are the unlock that no...
Your Bitcoin Estate Plan Has a Fatal Flaw (And It's Not Legal) 03.06.2026 47:12
Most Bitcoin treasury companies talk about holding. Kyle Lawrence says the legal infrastructure around it is just as important. Jordan and Wyatt sit down with Kyle Lawrence, Partner at Falcon, Rappaport, and Berkman, to get his take on why most Bitcoiners are one lost passkey away from a real problem, what the law actually says about unclaimed Bitcoin wallets, and why the road to hell is paved wit...
Offense vs. Defense: How Bitcoin Treasury Companies Actually Work 27.05.2026 1:14:21
Most Bitcoin treasury companies talk about holding. Sam Callahan says the ones worth watching are playing offense. Jordan and Wyatt sit down with Sam Callahan, Director of Bitcoin Strategy and Research at OrangeBTC, to get his take on why the offensive treasury model beats the defensive one, what it actually looks like to raise capital in a market three years behind the US, and why every bull vs....
The Fix Every Financial Advisor Needs 20.05.2026 54:33
Most financial professionals start a podcast thinking it will grow their business. Brandon Keys says you are doing it backwards. Jordan and Wyatt sit down with Brandon Keys from Green Candle to get his unfiltered take on why personal brand has to come before the podcast, what it actually takes to build content that converts, and how financial professionals can stop trading time for leads. Brandon...
Bitcoin 2026 Recap, Stretch Breakdown & The Family Office Launch 06.05.2026 48:25
20,000 Bitcoiners. Three days in Vegas. More conversations than you can count. Jordan and Wyatt just got back from Bitcoin 2025 and they are breaking down everything that actually happened — from the main stage panels to the back hallway conversations that never get recorded. In this episode, Jordan and Wyatt fly back from Bitcoin Conference 2025 in Las Vegas to give their honest, unfiltered recap...
Bitcoin Has Been the Best Asset in Every Crisis for 8 Years Running 29.04.2026 1:14:24
What does it look like to start a contracting company at 19, turn your first real paycheck into Bitcoin at $10k, and end up building two of the most interesting companies at the intersection of Bitcoin and real estate? In this episode, Wyatt and Jordan sit down with Joe Consorti, Head of Growth at Horizon and Theya, to explore why Bitcoin is becoming the least correlated asset on earth, why the bo...
Bitcoin's Adolescent Phase: Infrastructure, Stablecoins, and the Road to Wall Street 22.04.2026 1:03:06
What does it look like to walk away from a private equity career, write one of the early economics books on Bitcoin, and then build a venture fund betting entirely on the infrastructure layer of the hardest money on earth? In this episode, Wyatt and Jordan sit down with Eric Yakes, Managing Partner at Epoch, to explore what it actually takes to invest in the Bitcoin ecosystem, why the infrastructu...
Fix the Money, Now Fix the Credit 15.04.2026 1:12:51
What does it actually look like to leave a high-paying finance career, start publishing independent Bitcoin research from your basement, and end up as Chief Risk Officer of a publicly traded company? In this episode, Wyatt sits down with Jeff Walton, CRO at Strive and CEO of True North, to explore the mechanics of digital credit, the capital structure innovation happening inside Bitcoin treasury c...
Why Bitcoin Always Wins in the Bear Market 08.04.2026 1:13:25
What does it actually look like to build a Bitcoin media empire from the ground up and then take it public? In this episode, Jordan and Wyatt sit down with Brandon Green, CEO of BTC Inc., to explore the state of Bitcoin narratives, the mechanics behind Bitcoin treasury companies, and why true institutional adoption still hasn't arrived. Brandon breaks down the full arc of BTC Inc.'s journey, from...
The Bitcoin Capital Markets Episode Nobody Made Yet 01.04.2026 58:43
What does it actually look like to bring Wall Street deal-making into the Bitcoin ecosystem? In this episode, Jordan and Wyatt sit down with Scott Marmoll, Founder and Managing Director of Capital B Advisory, to explore the state of Bitcoin capital markets, the evolution of Bitcoin-backed lending, and why institutional finance still hasn't truly bet on Bitcoin. Scott breaks down the full maturity...
Bitcoin Custody, IRAs, and Inheritance Planning for Financial Professionals 25.03.2026 58:45
What if you could hold Bitcoin for the long term, access liquidity when you need it, and do it all without ever giving up control of your keys? In this episode, we sit down with Ben Bryla, Director of Sales at Unchained, to break down everything their platform has to offer… from collaborative custody and collateralized lending to Bitcoin IRAs and inheritance planning, all built natively around Bit...
Bitcoin Life Insurance: The Most Tax-Efficient Way to Live Off Your Stack 18.03.2026 51:13
What if you could live off your Bitcoin wealth without ever selling it and do it completely tax-free? In this episode, we sit down with Danny Baer, Director of Wealth and Asset Management at Meanwhile, to explore what it looks like to build a financial institution fully denominated in Bitcoin. Not bolting Bitcoin onto a fiat product, but actually using Bitcoin as the currency. Danny walks us throu...
How River Hit Its Highest Volume Month Ever During a Market Crash 11.03.2026 59:06
When Bitcoin's price dropped and sentiment hit the floor in February 2025, most people expected adoption to slow. River's numbers told a completely different story… their highest volume month ever. In this episode, we sit down with Ben Epling, Relationship Manager at River, to unpack what's actually driving Bitcoin adoption behind the scenes at the individual, business, and institutional level. Be...
The $4,000 Rug Pull: Why Fiat Payments Break Small Businesses 04.03.2026 55:59
This episode, we sit down with a payments veteran with 15+ years of payment innovation experience to dissect the inherent flaws of modern credit card rails and fiat payment systems. As financial professionals, we often see top-line revenue stripped of hidden interchange fees without fully grasping the burden it places on everyday business owners. Our guest pulls back the curtain on the arbitrary n...
The Real Reason You Lose 8% Every Year 25.02.2026 59:00
In this episode, we sit down with a CPA and financial advisor to deconstruct why traditional value investing models are failing in the current economic environment. We explore the critical flaw in modern accounting, which relies on an unstable dollar that distorts business performance and erodes long‑term wealth. By analyzing ten years of data comparing the S&P 500 against M2 money supply growth,...
Ex-Apple Engineer Reveals How AI Is Stealing Your Data 18.02.2026 1:04:31
We sit down with a privacy-focused AI founder to discuss the massive security holes in popular tools like ChatGPT and Claude. The convenience of these models often comes at the cost of client confidentiality and transparency, so we explore how financial professionals can mitigate these legal risks while still leveraging powerful technology. Our conversation covers the mechanics of trusted executio...
1 Billion Users: Why the Lightning Network is Winning 11.02.2026 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 major players like Cash App are generating nearly 10% yield on their holdings without exposure to traditional lending risks. The conversation dissects the mechanics of accessing U...
Mortgage Insider: Use Your Bitcoin To Qualify Now! 04.02.2026 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 episode, we break down a new asset utilization model that counts your bitcoin as income without requiring you to sell a single satoshi. We discuss the specific mathematics behind the 1...
Why Your Business Needs An Anti-CBDC Strategy Now 28.01.2026 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 protection against the looming threat of CBDCs and why relying on exchanges is a dangerous game for your wealth. Our conversation breaks down the technical mechanics of private keys, sign...
Why 99% of Advisors Will Be Unemployed in 3 Years 21.01.2026 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 high-net-worth individuals lies in sovereignty - and for financial advisors, the traditional AUM model is rapidly becoming obsolete. We discuss how collaborative custody offers a "Sw...
CFO Reveals the 4 Types of Bitcoin Treasuries 14.01.2026 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 categorizes the four distinct ways companies are actually putting Bitcoin on their balance sheets. We explore how businesses can use Bitcoin to solve retention issues through long...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.