] 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.comwww.vermillionprivatewealth.comwww.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.