Episode 4

full
Published on:

16th Mar 2021

Dasarte Yarnway: Onward to Greatness.

Onward to Greatness! That’s the mantra of guest Dasarte Yarnway and whether he’s hosting his podcast Young Money Podcast, writing books, or working with his clients, he’s constantly striving to be great.

As we chat about the wealth management business, working with millennial clients, and the “Drop Zone”, we sip on a really good bourbon out of New Riff Distillery.

[01:24] - Introduction

[04:45] – New Riff Bottled in Bond Bourbon

[08:05] – the #1 mistake young people make related to building wealth

[11:20] – The importance of taking your own medicine

[12:30] – The value of the human advisor

[16:36] – the Drop Zone!

[21:24]- onward to greatness

[27:10] – Charlie Munger on wealth management

[30:25] – financial literacy…how can we do better?

[37:25] – what is wealth: time affluence and giving back

[39:07] – 2021, Onward to Greatness

 

Links:

www.bullsbearsandbourbon.com

www.vermillionprivatewealth.com

https://berknell.com/

Next Time:

The future of energy in America is served up as a chat with a very interesting guest who’s making waves in the solar energy space. We get excited about innovation while we enjoy a very good, somewhat mysterious bourbon.

 

**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.

Next Episode All Episodes Previous Episode

Listen for free

Show artwork for Bulls, Bears, and Bourbon

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

Profile picture for James Vermillion

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.