Bitcoin for Financial Services Podcast

In this episode, we sit down with Brandon Karpeles of Sovereign to unpack why so many businesses are failing under leverage and why Bitcoin changes that equation. Brandon shares his journey out of traditional finance, what he learned working with distressed businesses, and why copying Bitcoin treasury strategies without an operating business is a dangerous game. We dig into how real companies are...

We sat down with Jon Gordon and Stuart Lackey, co-founders of SoundHSA, to unpack why healthcare costs keep rising, why patients rarely see real prices, and where incentives break when third parties sit between doctors and customers. We walk through the HSA’s triple tax advantage, how most people underutilize it, and why pairing HSAs with real Bitcoin changes the long-term savings conversation. Jo...

In this episode, we sit down with Jirayr, co-founder of Citrin Capital Advisors, to discuss the evolution of a San Francisco-based wealth management firm integrating Bitcoin. We explore the critical comparison between traditional alternative investments - like private equity - and Bitcoin, arguing why the latter offers superior liquidity, transparency, and returns for client portfolios. Jirayr sha...

In this episode, we sit down with Wesley Schlemmer, President of the Bitcoin Bay Foundation and Executive Director of the Florida Blockchain Business Association. Wesley shares how Florida’s Bitcoin ecosystem has grown from grassroots meetups into a model for community‑led business adoption. We unpack how Square’s Bitcoin rollout changes the equation for small and medium‑sized businesses, explore...

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 Intent...

How do you run a business that thinks in Bitcoin and keeps clean books across Lightning, custody, and payroll? In this episode of BfFS, we sit down with Joe Wood, a CPA who turned his accounting career toward Bitcoin. We discuss how he decided to be Bitcoin-only, how tools like Zaprite and Bitment change the work, and what privacy trade-offs actually matter; as well as whether accountants can gras...

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, t...