Welcome to another episode of 20/20 Money! My guest on today’s show is Justin Castelli. Justin has become a good friend of mine and is also an advisor located in Fishers, IN. Through Justin’s storied career as an advisor, he’s built his firm RLS Wealth Management and is more recently taking an active role as the VP of Marketing and Brand Development with Onramp, an integration platform that helps investment advisory firms safely, confidently, and intelligently invest in the new age of cryptoassets. In this conversation, I’m admittedly “learning in public” as I consider myself in the due diligence phase of gathering information on how to incorporate digital assets into one’s overall portfolio. Justin has very much been a student of the crypto movement, having spent years learning about this emerging asset class as well as educating advisors and investors alike. The focus of this conversation is going to be a primer/intro to crypto assets and how they can be viewed as a potential holding in your overall portfolio along with the understanding of expectations around these asset classes relative to traditional asset classes like stocks and bonds. And be sure to stick around to the end of the episode, when I ask Justin the one question I ask every new guest on 20/20 Money. It’s an answer that really resonated with me and should really be taken to heart by every OD listening, especially if you own your practice or are thinking about practice ownership in the future. It’s one of the reasons I absolutely love working with OD practice owners.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars.
And with that albeit longer introduction, I hope you enjoy my conversation with Justin Castelli.
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