Show notes
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.comwww.vermillionprivatewealth.comhttps://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.