What do Napa Valley vineyards, financial success, and two families connected for generations have in common? Strong roots. 🌱🍷

Financial advisor and community leader Gerardo Martin joins Joe Wagner to share their families' remarkable Napa Valley connection, his journey from vineyard roots to financial leadership, and why the most valuable investments in life aren't always measured in dollars.

Strong foundations. Lasting legacies. And a whole lot of heart.

🎙️ Go With Your Palate: Gerardo Martin | Strong Roots, Big Dreams & Building a Lasting Legacy

This week, we're joined by Gerardo Martin—founder of Rootstock Wealth Management, longtime financial advisor, entrepreneur, and one of Napa Valley's passionate community leaders. From serving as President of the Napa County Hispanic Chamber of Commerce and Napa Valley College Foundation to co-founding the Latino Leaders Roundtable and even running for Mayor of Napa, Gerardo has spent his career investing in more than just people's financial futures—he's invested in the community that helped raise him.

But this conversation is especially personal for our very own Joe Wagner. Long before their careers took shape, their families shared a connection rooted in the vineyards of Napa Valley. Gerardo's father, Salvador, spent more than 30 years working at Emmolo Nursery alongside Joe's grandfather's family, planting the seeds of a relationship that would come full circle generations later. It's a story of family, opportunity, hard work, and the incredible contributions of the people who helped build the Napa Valley we know and love today.

We dive into Gerardo's journey from his vineyard upbringing to the world of finance, his dedication to uplifting Napa's Latino community, and what it was like running for mayor during the uncertainty of 2020. Along the way, we get into the good, the bad, and the occasionally questionable world of financial advice—from social media money gurus to AI's growing role in financial planning—and why genuine human connection may always be the most valuable investment of all.

And because this is Go With Your Palate, the conversation doesn't stay behind a desk. Between a legendary golf moment at St. Andrews, an unforgettable encounter with a hurricane in Kauai, and a few unexpected turns along the way, Gerardo reminds us that some of life's richest experiences have nothing to do with your bank account.

It's a conversation about heritage, ambition, community, and building a legacy that extends far beyond yourself—told by two Napa Valley families whose stories have been connected for generations.

Whether you're an entrepreneur, a financial newbie, a lifelong Napa local, or simply someone who believes great things grow from strong foundations, there's something here for you.

Different paths. Shared roots. A legacy worth growing. 🍷🌱

📍 Discover Rootstock Wealth Management: https://www.rootstockwm.com/

What do Napa Valley vineyards, financial success, and two families connected for generations have in common? Strong roots. 🌱🍷

Financial advisor and community leader Gerardo Martin joins Joe Wagner to share their families' remarkable Napa Valley connection, his journey from vineyard roots to financial leadership, and why the most valuable investments in life aren't always measured in dollars.

Strong foundations. Lasting legacies. And a whole lot of heart.

🎙️ Go With Your Palate: Gerardo Martin | Strong Roots, Big Dreams & Building a Lasting Legacy

This week, we're joined by Gerardo Martin—founder of Rootstock Wealth Management, longtime financial advisor, entrepreneur, and one of Napa Valley's passionate community leaders. From serving as President of the Napa County Hispanic Chamber of Commerce and Napa Valley College Foundation to co-founding the Latino Leaders Roundtable and even running for Mayor of Napa, Gerardo has spent his career investing in more than just people's financial futures—he's invested in the community that helped raise him.

But this conversation is especially personal for our very own Joe Wagner. Long before their careers took shape, their families shared a connection rooted in the vineyards of Napa Valley. Gerardo's father, Salvador, spent more than 30 years working at Emmolo Nursery alongside Joe's grandfather's family, planting the seeds of a relationship that would come full circle generations later. It's a story of family, opportunity, hard work, and the incredible contributions of the people who helped build the Napa Valley we know and love today.

We dive into Gerardo's journey from his vineyard upbringing to the world of finance, his dedication to uplifting Napa's Latino community, and what it was like running for mayor during the uncertainty of 2020. Along the way, we get into the good, the bad, and the occasionally questionable world of financial advice—from social media money gurus to AI's growing role in financial planning—and why genuine human connection may always be the most valuable investment of all.

And because this is Go With Your Palate, the conversation doesn't stay behind a desk. Between a legendary golf moment at St. Andrews, an unforgettable encounter with a hurricane in Kauai, and a few unexpected turns along the way, Gerardo reminds us that some of life's richest experiences have nothing to do with your bank account.

It's a conversation about heritage, ambition, community, and building a legacy that extends far beyond yourself—told by two Napa Valley families whose stories have been connected for generations.

Whether you're an entrepreneur, a financial newbie, a lifelong Napa local, or simply someone who believes great things grow from strong foundations, there's something here for you.

Different paths. Shared roots. A legacy worth growing. 🍷🌱

📍 Discover Rootstock Wealth Management: https://www.rootstockwm.com/

Harvest started in JULY?! And apparently, the robots are coming for the vineyards... and maybe a few other things. 🤖🍇

Our resident vineyard mastermind Matt Heil returns for a firsthand look at Harvest 2026—from promising fruit and age-old winemaking traditions to UV-C technology, AI, and a wine draft featuring the varietals and regions worth watching.

Old-school traditions. New-school technology. One wild vintage. 🍷

🎙️ Go With Your Palate: Harvest 2026 | Matt Heil, Vineyard Innovations & the Future of Wine

It's harvest season, baby! 🍇

We're bringing back one of our favorite familiar faces, Matt Heil—Director of Fruit Supply & Grower Relations at Copper Cane Wine & Spirits, resident vineyard mastermind, and the man who helps find the grapes behind some of your favorite bottles of Belle Glos and Quilt.

With Harvest 2026 underway, Matt joins Joe and Fat Mario for a behind-the-scenes look at one of the most exciting, unpredictable, and downright demanding times of the year in wine country. From an unusually early start to harvest (we're talking JULY!) to the challenges, surprises, and promising fruit shaping this year's vintage, the boys give us a firsthand look at what goes into making a great bottle long before it ever reaches your glass.

We explore the fascinating intersection of old-school winemaking traditions and cutting-edge vineyard technology—from the annual Blessing of the Grapes to UV-C machines helping combat vineyard pathogens, the rise of AI and robotics, and the age-old question of whether technology could ever replace the instincts of a seasoned vineyard expert. Let's just say the conversation takes a few unexpected turns when Joe discovers some of the more... personal applications of modern robotics. 🤖😂

We also pull back the curtain on Copper Cane's immersive harvest experience, where members of the wine industry trade their usual routines for a hands-on journey from dirt to bottle. It's a reminder of the incredible people, craftsmanship, and hard work behind every glass—and why experiencing harvest firsthand can completely change the way you appreciate wine.

And because we couldn't resist a little friendly competition, it's time for the 2026 Vintage Draft! Joe and Matt put their wine knowledge to the test, making their picks for standout varietals, exciting California regions, and the under-the-radar grapes they believe deserve a spot in your future cellar. Fat Mario, naturally, assumes the highly questionable role of draft commissioner.

It's tradition meets innovation, vineyard wisdom meets a little technological madness, and a whole lot of laughs with two guys who live and breathe the world of wine.

Whether you're a lifelong cork dork, an aspiring vino geek, or simply curious about what really happens before your favorite bottle hits the shelf, consider this your backstage pass to Harvest 2026.

The grapes are coming in, the future is looking bright, and the robots are apparently getting a little too comfortable. 🍷🍇🤖