Jacob welcomes Matthew McClintock, Founder and Executive Managing Director of Bespoke, to the podcast. Bespoke and CI are strategic partners, and this will be the first of what will become a monthly cadence as Jacob and Matt aim to explore and apply the intersection of geopolitics, investing, and blockchain with practical ideas about planning. Jacob and Matt have an open and candid conversation about Matt’s background, what Bespoke does, and offer some thoughts about how to think about estate planning, the future of money, and more.

--

Timestamps:

(00:00) – Introducing Matt and Bespoke

(13:00) – Estate Planning 101

(25:30) – Iteration

(30:11) – The good life

(43:00) – The future of money and the role of crypto

--

Bespoke:

Bespoke: https://bespokegroup.io/

Matt’s X: [https://x.com/mcclintock_m

Bespoke X: https://x.com/BespokeGroupCO

Matt’s LinkedIn: https://www.linkedin.com/in/mattmcclintock/

Bespoke LinkedIn: https://www.linkedin.com/company/bespoke-service-company-llc/ite: cognitive.investments

--

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

--

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

--

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor