About This Episode
The Income Show is back with host Joe Burnett, joined by Jessy Gilger, a certified financial planner and founder of Verify Wealth, to discuss Bitcoin, personal finance, and the risks of chasing yield. They examine how investors can navigate Bitcoin drawdowns, whether the four-year cycle still matters, and why financial plans should reflect real-world goals and cash-flow needs. They also explore Bitcoin-native financial planning, self-custody versus ETFs, the role of education in broader adoption, and the differences between growth and income investing. Finally, Joe and Jessy discuss Bitcoin-backed preferred stock, MSTR as amplified Bitcoin exposure, and why investors should carefully weigh leverage, volatility, and downside risk.
In This Episode
- 00:00:00 — Intro
- 00:01:38 — Bitcoin’s Drawdown and Investor Behavior
- 00:04:01 — The Four-Year Cycle and Halvings
- 00:06:10 — Planning Through Bitcoin Volatility
- 00:13:09 — Financial Advisors and Bitcoin ETFs
- 00:16:00 — Self-Custody vs. ETFs
- 00:18:49 — Cash Flow Before Bitcoin
- 00:22:41 — Education and the Next Wave of Adoption
- 00:27:31 — Growth vs. Income Investing
- 00:32:22 — When Income Investing Fits
- 00:47:55 — MSTR and Amplified Bitcoin
- 00:57:07 — Closing Thoughts