Episode 3

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Published on:

2nd Mar 2021

Dr. Sonat Birnecker Hart: Crafting a Family-First Business & Lifestyle

Koval Distillery President Dr. Sonat Birnecker Hart leads a tasting of three unique Koval whiskies as we chat about her transition from academia to distilling. Sonat describes how she and her husband Robert got creative to leave their former careers behind to pursue a new venture and craft a family-first business and lifestyle.

As we sip their innovative products we discuss breaking into a business with antiquated laws, creating a vertical business model, and what wealth means. Join us for this extra boozy episode of Bulls, Bears, and Bourbon.

[01:35] - Introduction

[03:30] - tasting Koval Rye

[04:15] - Koval's origins

[10:30] - Creative financing

[20:00] - generating additional income with intellectual capital

[24:23] - tasting - Koval Bourbon

[25:55] - creating a unique identity

[35:45] - tasting - Koval Four Grain

[44:10] - what does wealth mean?

[52:00] - what do you tell your children about money and business

Links:

www.bullsbearsandbourbon.com

www.vermillionprivatewealth.com

https://www.koval-distillery.com/newsite/

Next Time:

We've got a super-advisor and entrepreneur coming on the show to talk financial advice for millennial clients and how the planning business has changed. We sip some bourbon and chat 1-on-1 about hot topics in the investment management business. Tune in!

**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.