Digital Asset Planning

Digital Asset Planning is a podcast for people who want to treat crypto and digital assets as part of a real financial life — not just as investments. Hosted by Ran Chen, EA, CFP®, this podcast brings a professional financial planning perspective to an area that is often dominated by price speculation and deal-driven commentary. Ran is a seasoned financial professional who works with high-net-worth individuals and families, many of whom have international backgrounds and complex financial lives that span multiple jurisdictions. As digital assets become a meaningful part of personal and family wealth, questions around tax, estate planning, risk, access, and long-term responsibility matter far more than short-term market movements. Yet there are very few financial professionals who approach crypto through a holistic planning lens — integrating digital assets into broader tax strategies, estate plans, protection planning, and life decisions. This podcast exists to fill that gap. Each episode explores how digital assets intersect with real-world financial planning, including crypto tax considerations, estate and legacy planning, cross-border issues, custody and access risks, and common mistakes serious asset holders make. The focus is practical, thoughtful, and grounded in professional experience — not hype or investment advice. For articles, guides, and additional resources, visit https://digital-asset-planning.com