Bulls, Bears, and Bourbon

Ben Leybovich, a Principal of both WhiteHaven Capital and WhiteHaven Construction, brings his unique perspectives to the show. He shares his “why” and explains his unanticipated entrance to real estate investing.

At WhiteHaven, Ben oversees new acquisitions, asset management, and investor relations. He’s been investing in multifamily real estate since 2006 and maintains a private portfolio outside WhiteHaven. He’s also a published author and prolific blogger.

In this episode, while sipping some bourbon, we discuss personal evolution leading to business growth, why Ben chose real estate investing, chasing a better version of yourself, and much more.

[01:12] – Introducing Ben Leybovich

[07:00] – Tasting: WL Weller 12 Year

[10:50] – the impact of an unexpected medical diagnosis

[19:04] – real estate: the whole thing made sense

[22:53] – the beginning of a real estate business

[26:30] – An Epic Rant from Ben!

[32:40] – growth and plateau – personal and business growth

[40:30] – chasing a better version of ourselves

[55:47] – The delta and risk-adjusted return

[1:04:52] – wealth: “I can’t back down.”

Links:

www.bullsbearsandbourbon.com

www.vermillionprivatewealth.com

https://www.whitehavencapital.com/

https://justaskbenwhy.com/

**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.

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.

Listen as Dale Robinson shares his comeback story from incarceration to entrepreneur, motivational speaker, and investor. While sipping a delicious bourbon from Four Roses, we also chat about Elon Musk becoming the world's richest person, being motivated by our families, failing to innovate and the repercussions, self-belief, and more.

Dale Robinson has elevated from solitary confinement in prison to become a successful business owner, an influential coach, and trainer, a motivational speaker, and the founder of a nonprofit organization that serves youth impacted by incarceration. He discovered his dream at the lowest and most unlikely point in his life and made the changes needed to see that dreams become a reality. He has seen his process work time and time again for people just like you.

[03:05] - the bourbon, Four Roses Small Batch Select

[05:58] - the new richest man in the world

[11:22] - CES (Consumer Electronic Show) 2021

[19:19] - call it a comeback - Dale's story

[35:00] - comparing stocks (Tesla an automaker)?

[39:45] - what does wealth me to you?

[44:00] - what do you tell your children about money?

[52:45] - comparing financial wellness to health

Links:

www.bullsbearsandbourbon.com

www.vermillionprivatewealth.com

www.dalerobinsonguru.com

Next Time:

Next episode we have a special guest who is shaking up the investing analytics space! Rob Koyfman is the co-founder and CEO of Koyfin, which provides investors with tools to research stocks and follow market trends. He's giving independent advisors and individual investors access to advanced tools that were previously only available to institutional investors with deep pockets. Of course, we'll be sipping something delicious!

**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.

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.

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.