Applying A Financial Planning Mindset to Your Crypto Portfolio

Markets look like shit. It seems like memecoin games are finally dead. When the bull run music stops or hits pause, our experience tells us it’s a good time to take a hard look at your crypto portfolio, create a clear picture of where are your investments and yield-earning activities, make a plan for your goals, and figure out how to achieve them.

For a new episode of Yield Talks on The Edge Podcast, we thought it was timely to invite some grown-ups in the room to talk about financial planning for our crypto portfolios.

Adam Blumberg is a wealth advisor at a firm called Enclave Group, who helps crypto-native clients protect and grow their wealth with tailored asset protection, investment advisory and liquidity management solutions. Gentleman James is the Founder of iYield, the first crypto financial planning tool.

Check out this new episode if you’re ready to apply a financial planning mindset to your crypto portfolio!

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