Episode 6

full
Published on:

13th Apr 2021

Jason Wenk - The Founder of Altruist talks Entrepreneurship, Fintech, and more!

Jason Wenk, Founder and CEO of Altruist joins the show to talk about his journey to becoming a FinTech founder. He gives a primer on financial custody, talks about the DNA of a company and why it's important, and shares the lessons he's learned along the way.

[01:24] - Introduction

[03:58] – Bourbon snafu! Buffalo Trace Bourbon Cream & Coffee

[06:25] – The current state of financial technology (fintech)

[12:00] – What is a custodian? What makes Altruist different?

[21:30] – Jason’s journey as an entrepreneur   

[32:30] – “they don’t have your DNA…the culture, the mission.”

[40:00] – thoughts on the market  

[48:15] – the financial planning software is a lot less important than sticking to the plan

[51:55] - what does wealth mean to Jason Wenk?

[55:45] – believe in yourself!

Links:

www.bullsbearsandbourbon.com

www.vermillionprivatewealth.com

www.jasonwenk.com/

www.altruist.com

 

Next Time:

The bourbon flows and we chat all things e-sports and gaming on a fun, informative episode. You’re not going to want to miss my chat with an industry expert as we walk about the meta-universe, the third place, the future of gaming, virtual reality, and gaming as an investment opportunity.

 

**The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional before making a final decision. Thanks for listening.

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About the Podcast

Bulls, Bears, and Bourbon
The Investing Show with a Buzz
We're taking the edge off investing with fun conversations, special guests, current events, investing tips, and more. This new-school financial podcast will focus on innovation-based investing strategies and disruptive technology, all with a little buzz. Based in Kentucky, we'll sip on excellent bourbons and discuss pertinent topics with fun and interesting people. Nope, this isn't the stuffy financial discussions you're used to, this is new-school investing, with a twist. So break out your favorite bottle, relax, and join us. Cheers!

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision. Thanks for listening.

About your host

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James Vermillion

I like finance and I love bourbon! As I teenager I became fascinated with investing. I’m not sure what ignited this intrigue, but it was one of the best things to ever happen to me. I read every investing book I could get my hands on and when I came home from school, I rushed to see what happened in the financial markets. Years later, this fascination continues. After working in the industry for several years I started my own firm, Vermillion Private Wealth, in 2020. With Bulls, Bears, and Bourbon I hope to make talking about investing fun by adding delicious bourbon, great guests, and lively conversation.