Jason Wenk - The Founder of Altruist talks Entrepreneurship, Fintech, and more!
Explicit content warning
04/13/21 • 60 min
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.vermillionprivatewealth.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.
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.vermillionprivatewealth.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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[01:08] - Introduction
[02:40] – Tasting: Very Olde St. Nick – Estate Reserve Bourbon (8 year)
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**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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[01:17] - Introduction
[03:10] – Tasting: Woodford Reserve Master Collection (1838 White Corn & High West American Prairie Bourbon)
[08:33] – thematic investing with Roundhill Investments
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www.vermillionprivatewealth.com
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**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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