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.