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Hosted by dave wolcott
4 episodes with dave wolcott
4 episodes with dave wolcott
3 episodes with dave wolcott
2 episodes with dave wolcott
2 episodes with dave wolcott
2 episodes with dave wolcott
2 episodes with dave wolcott
2 episodes with dave wolcott
Watch & Subscribe on YouTubeAre you tired of feeling trapped in the rat race, constantly chasing more money without ever achieving true financial freedom?In this episode of Wealthy Wellthy, Krisstina Wise sits down with Dave Wolcott, author of "The Holistic Wealth Strategy" and expert in creating legacy wealth. Dave shares his journey from corporate America to becoming a successful investor and entrepreneur, driven by the desire to provide financial security for his growing family.The main focus of the conversation is on shifting from traditional financial advice to a more holistic approach to wealth creation. Dave and Krisstina discuss the importance of understanding how the top 1% build their wealth and why conventional financial planning often falls short.Throughout the episode, they explore topics such as the power of mindset in wealth creation, the importance of financial IQ, and practical strategies for repositioning assets and building passive income. Dave also shares his five-phase framework for creating holistic wealth and offers insights into overcoming common financial obstacles.If you're ready to break free from financial stress and learn how to build lasting wealth, this episode is a must-listen. Tune in to discover actionable steps you can take today to transform your financial future and create the life you truly desire.Key Takeaways5:33 Financial challenges of suddenly having triplets13:18 Comparing traditional retirement to alternative investments24:10 Creating infrastructure around wealth management35:31 The three-dimensional return profile of investments45:41 Breaking down wealth-building into manageable steps51:52 Money is simpler than medicine and the human body1:00:34 Taking a financial IQ quiz for self-assessmentMemorable Quotes"I absolutely knew that the top 1% were not building their wealth as retail investors in the stock market. This launched me on this obsessive journey to figure out how the top 1% are actually building their wealth.""According to almost 90% of advisors, you're better off just using conventional financial planning. But in reality, you're much better off using alternative investments.""We want to create portfolio of tangible assets that are non-correlated to the stock market and have a three-dimensional return profile - sufficient passive income, forced appreciation, and tax benefits."Resources MentionedCash Flow Quadrant by Robert Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054Rich Dad Poor Dad by Robert Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194The Holistic Wealth Strategy by Dave Wolcott - https://www.amazon.com/Holistic-Wealth-Strategy-Roadmap-Financial/dp/B089CS58F1Connect with DaveWebsite - https://pantheoninvest.com/LinkedIn - https://www.linkedin.com/in/dave-wolcott-863306/Facebook - https://www.facebook.com/PantheonInvest/Instagram -
Join Jake and Gino as they dive deep into the Pantheon Holistic Wealth Strategy with special guest Dave Wolcott—Marine Corps veteran, wealth architect, and founder of Pantheon Investments. This episode explores the mindset of the ultra-wealthy, tax-advantaged investing, infinite banking, virtual family offices, and the power of building legacy wealth intentionally. If you're tired of chasing dollars and want to learn how to truly multiply your time, capital, and impact—this episode is your blueprint.Grab Dave's book for FREE: https://www.holisticwealthstrategy.com Chapters:00:00 - Introduction 01:20 - What Defines the Ultra Wealthy 06:19 - Dave's Origin Story: From Marines to Multiplying Wealth 09:55 - Traditional Financial Planning vs. Strategic Wealth Building 15:52 - Taxes as an Opportunity, Not a Burden 29:28 - The Private Markets vs. Blue-Chip Stocks 38:29 - Refi and Roll: Jake & Gino's Real-Life Experience 48:07 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
Dave Wolcott is a visionary wealth strategist dedicated to uncovering the financial strategies of the ultra-wealthy. With over twenty years of experience in alternative assets, tax strategy, and multi-generational wealth, he has partnered with top investors to develop the Pantheon Holistic Wealth Strategy, a blueprint for achieving financial freedom beyond traditional stock market investing. As the founder of Pantheon Investments, Dave empowers entrepreneurs with insider knowledge once reserved for the affluent, helping them build legacy wealth with purpose and fulfillment. He is the author of The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Living an Extraordinary Life. He hosts the top-rated podcast Wealth Strategy Secrets of the Ultra-Wealthy. Dave provides a proven path to financial independence through his work, equipping clients with strategies to minimize taxes, maximize passive income, and create lasting wealth. Listen to this insightful RIA episode with Dave Wolcott about the five-phase blueprint for building exponential growth. Here is what to expect on this week's show: - How ultra-wealthy people invest differently. - Why shifting to a growth and abundance mindset is essential. - How to structure your wealth like a billionaire. - What the secret to getting asymmetric returns is. - Why traditional financial advice fails most people. Connect with Dave: Links Mentioned: Pantheon Investments X Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market.Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.Learn more: https://pantheoninvest.com/Grab a free book at http://www.holisticwealthstrategy.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dave-wolcott-founder-and-ceo-of-pantheon-investments
Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market.Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.Learn more: https://pantheoninvest.com/Grab a free book at http://www.holisticwealthstrategy.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dave-wolcott-founder-and-ceo-of-pantheon-investments
Dave Wolcott is a visionary wealth strategist dedicated to uncovering the financial strategies of the ultra-wealthy. With over twenty years of experience in alternative assets, tax strategy, and multi-generational wealth, he has partnered with top investors to develop the Pantheon Holistic Wealth Strategy, a blueprint for achieving financial freedom beyond traditional stock market investing. As the founder of Pantheon Investments, Dave empowers entrepreneurs with insider knowledge once reserved for the affluent, helping them build legacy wealth with purpose and fulfillment. He is the author of The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Living an Extraordinary Life. He hosts the top-rated podcast Wealth Strategy Secrets of the Ultra-Wealthy. Dave provides a proven path to financial independence through his work, equipping clients with strategies to minimize taxes, maximize passive income, and create lasting wealth. Listen to this informative Sharkpreneur episode with Dave Wolcott about the five-phase blueprint for building exponential growth. Here are some of the beneficial topics covered on this week's show: - How ultra-wealthy people invest differently. - Why shifting to a growth and abundance mindset is essential. - How to structure your wealth like a billionaire. - What the secret to getting asymmetric returns is. - Why traditional financial advice fails most people. Connect with Dave: Guest Contact Info X Instagram Facebook LinkedIn Links Mentioned: Pantheon Investments Learn more about your ad choices. Visit megaphone.fm/adchoices
What does it really take to build wealth like the top 1%? In this episode, I sit down with Dave Wolcott, Founder & CEO of Pantheon Investments, to discuss his journey from military service to mastering financial security. Dave shares how his experience shaped his vision for wealth building and why a traditional investment approach wasn't enough. We dive into the importance of having a clear vision, understanding market risks, and knowing whether to be an active or passive investor. Dave breaks down his holistic wealth strategy, which includes real estate, energy investments, private credit, and tax efficiency. He also explains why mindset is the foundation of financial success and how the wealthiest individuals think differently about investing. If you're looking for a smarter way to grow your wealth, this conversation is for you. Dave shares actionable insights on financial education, diversification, and why investing in yourself is the key to long-term success. Don't miss this chance to learn from someone who has spent decades studying how the ultra-wealthy operate. What you will learn if you listen to the episode: - How to Build Wealth Like the Top 1 Percent - Smart Investing Strategies for Financial Freedom - Why Passive Income is Key to Long-Term Wealth - Real Estate Investing vs Alternative Investments - The Power of Financial Education for Wealth Building - Best Ways to Lower Taxes and Protect Your Money - Why Mindset Matters for Success in Investing SUPPORT US ON PATREON! patreon.com/realestateeffect and become a part of our real estate family! You'll get access to exclusive content, monthly virtual meetings [Ask me anything!], special events, and more! And please subscribe to the show, share it with a friend and send us feedback. Visit www.realestateeffect.ca and follow me on IG @monsaxel Connect with Axel Monsaingeon: Linkedin - https://www.linkedin.com/in/axel-monsaingeon-42577b28/ Website - https://www.realestateeffect.ca/ Facebook - https://www.facebook.com/realestateeffect/ Instagram - https://www.instagram.com/veryrealestateeffect/ Youtube - https://www.youtube.com/channel/UCc8EYrmO1aVvVIgwT7AfNFw Connect with Dave Wolcott: LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/ Website: https://pantheoninvest.com/ Do you have any questions about your real estate journey? Whether you're curious about navigating the complexities of development projects, dealing with financial challenges, or anything in between, I'm here to delve into the topics that matter most to you. I invite you to submit your questions by visiting our website at https://www.realestateeffect.ca/ and clicking on the 'Send Voicemail' widget on the right side. Your inquiries will help shape our upcoming episodes, ensuring we cover the real estate issues you're most interested in.
Are you running your business, or is your business running you? Learn how the ultra-wealthy build multi-generational wealth—and why you can too. In this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca sit down with Dave Wolcott, founder of Pantheon Investments and author of The Holistic Wealth Strategy. Dave shares his journey from Marine Corps veteran to financial pioneer and offers a comprehensive playbook for small business owners to build wealth like the top 1%. Learn about alternative investments, tax-saving strategies, and the mindset shifts entrepreneurs need to create true financial freedom. Episode Highlights: Dave's journey from a middle-class upbringing to founding Pantheon Investments. How triplets inspired a quest to rethink traditional financial advice. Why small business owners should prioritize tax efficiency and diversification. The power of oil and gas investments, infinite banking, and real estate syndications. How Pantheon's Virtual Family Office helps entrepreneurs simplify and scale their wealth strategy. The launch of WealthOS: An operating system for managing your wealth like a pro. Who is Dave? Dave Wolcott is the founder of Pantheon Investments, a firm dedicated to helping entrepreneurs and small business owners achieve financial freedom through alternative investment strategies. A Marine Corps veteran and seasoned entrepreneur, Dave is passionate about empowering others with the tools and frameworks to grow and sustain wealth. Notable quote: “It all starts with mindset. Money is just energy, and it's all about creating freedom in our lives.” - Dave Wolcott Don't just dream about financial freedom—start building it. Tune in now and download your FREE copy of The Holistic Wealth Strategy at holisticwealthstrategy.com. Connect with Dave: holisticwealthstrategy.com https://pantheoninvest.com https://www.linkedin.com/in/dave-wolcott-863306 https://www.facebook.com/PantheonInvest/ https://www.instagram.com/pantheoninvest/ https://mobile.twitter.com/pantheon_invest https://www.linkedin.com/company/pantheon-invest https://www.youtube.com/@pantheoninvestments Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.
In this episode, a wealth strategist and author, Dave Wolcott, reveals powerful strategies that the ultra-wealthy use to build, protect, and grow their fortune.Dive into his personal journey from a scarcity mindset to an abundance mindset, and uncover the key strategies that can help you achieve financial freedom and true fulfillment.What you'll learn in this episode:Holistic Wealth Blueprint: How to align mindset, vision, and strategy for lasting success.Power of Alternative Investments: Real estate, energy, and private credit as tools for stable, diversified growth.Tax-Smart Wealth Building: Insider strategies to legally reduce your tax burden and boost returns.This episode is packed with actionable insights that will help you transform your financial future and set you on the path to lasting wealth!Timestamps00:37 Introduction to Dave Wolcott02:08 Dave's background and wealth journey04:34 Core wealth strategies for financial freedom07:28 Vivid vision and long-term planning09:14 Key habits for financial freedom14:12 Proactive tax planning17:08 Purpose and fulfillment in wealth-building20:20 Diversifying into non-correlated assets23:32 Impactful investment opportunities25:42 Lessons from the ultra-wealthy28:22 Debunking myths about wealth30:39 Personal growth and networking34:26 Market predictions for 202538:09 Advice for passive investors40:06 The biggest challenge in business42:11 The most important metrics Dave tracks44:46 The best book on wealth building45:34 How does Dave give back46:31 Final thoughtsConnect with Dave WolcottSocials: https://www.linkedin.com/in/dave-wolcott-863306/ Website: https://pantheoninvest.com/team/ VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
What if true wealth isn't just about accumulating assets, but about living a life of choice and purpose? Dr. Felecia Froe and wealth strategist Dave Wolcott explore how alternative investment strategies can unlock freedom in all areas of life. Wolcott shares insights on building passive income and viewing wealth as a tool to achieve financial goals and deeper personal fulfillment. Ready to align your finances with the life you want? Listen in to discover a blueprint for holistic wealth that empowers you to live intentionally and freely. 00:00 - Redefining Wealth: A Journey Beyond Traditional Investing 5:05 - Discovering the Power of Passive Income 10:48 - The Holistic Wealth Strategy Explained 15:51 - Wealth Building for High-Impact Professions 21:16 - Diversifying with Non-Traditional Investments 27:36 - Taking the First Steps Towards Holistic Wealth Connect with Dave! Website: http://www.pantheoninvest.com/ LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/ Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission Key Quotes: “At some point, adding another zero to your balance sheet doesn't change your life. True wealth is about freedom in all areas.” - Dave Wolcott "Entrepreneurship is about asking questions—breaking out of conventional advice and exploring what's possible." - Dave Wolcott
What if true wealth isn't just about accumulating assets, but about living a life of choice and purpose? Dr. Felecia Froe and wealth strategist Dave Wolcott explore how alternative investment strategies can unlock freedom in all areas of life. Wolcott shares insights on building passive income and viewing wealth as a tool to achieve financial goals and deeper personal fulfillment. Ready to align your finances with the life you want? Listen in to discover a blueprint for holistic wealth that empowers you to live intentionally and freely. 00:00 - Redefining Wealth: A Journey Beyond Traditional Investing 5:05 - Discovering the Power of Passive Income 10:48 - The Holistic Wealth Strategy Explained 15:51 - Wealth Building for High-Impact Professions 21:16 - Diversifying with Non-Traditional Investments 27:36 - Taking the First Steps Towards Holistic Wealth Connect with Dave! Website: http://www.pantheoninvest.com/ LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/ Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission Key Quotes: “At some point, adding another zero to your balance sheet doesn't change your life. True wealth is about freedom in all areas.” - Dave Wolcott "Entrepreneurship is about asking questions—breaking out of conventional advice and exploring what's possible." - Dave Wolcott
In this episode of Unreasonable Health, Regan Archibald is joined by Dave Wolcott, founder and CEO of Pantheon Investments, to discuss holistic wealth building and health optimization. Dave shares insights from his book, The Holistic Wealth Strategy, and emphasizes the importance of investing in alternative assets such as real estate and oil, while also focusing on strategies for reducing taxes and generating passive income. He stresses that true wealth encompasses not only financial capital, but also intellectual, human, and emotional capital. The conversation also delves into parallels between financial success and health, including how physical fitness, mindset, and creating family legacies all contribute to a fulfilling life. Dave offers listeners a free download of his book and highlights the importance of ongoing learning, building financial IQ, and staying proactive in both wealth and health management.
Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy,” A Framework for Building Real Wealth and Living an Extraordinary Life and is also the host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Dave Wolcott: Website: www.pantheoninvest.com Twitter: https://twitter.com/Pantheon_Invest Instagram: http://www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Facebook: https://www.facebook.com/PantheonInvest YouTube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ *E – explicit language may be used in this podcast.
Have you ever been told that maxing out your 401(k) and diversifying into stocks and bonds is the safest path to wealth?Today, I'm speaking with Dave Wolcott—entrepreneur, investor, and founder of Pantheon Investments—who breaks down how the wealthiest people really invest. After following the traditional financial advice and feeling stuck, Dave realized there was a better way to build wealth through alternative investments. He has since dedicated his career to helping people unlock the playbook that the top 1% use to grow and preserve their wealth.In our chat, Dave dives into his personal story of leaving corporate America, discovering financial freedom through alternative assets, and creating a strategy that combines mindset, relationships, and investments. He also shares how he's passing these lessons on to his children and clients to help them preserve generational wealth.In this episode, you'll learn:✅ How the wealthiest people invest—and why they only allocate a small percentage to the stock market.✅ Tax-free passive income through smart asset repositioning and alternative real estate investments that outperform typical 401(k)s and Wall Street options.✅ Dave's 5 Phases of Holistic Wealth—a step-by-step strategy to build, protect, and multiply wealth while maintaining a balanced and fulfilling life. You'll discover how to shift from active income to massive passive income streams, allowing you to create financial freedom.Free GiftGet a digital copy of Dave's book, "The Holistic Wealth Strategy – A Framework for Building Legacy Wealth & Unlimited Freedom to Live an Extraordinary Life". Visit LifestyleInvestor.com/206Show Notes: LifestyleInvestor.com/206Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode. Today, we're thrilled to feature three outstanding guests who bring a wealth of knowledge in the areas of wealth building, alternative investments, and financial independence. Dave Wolcott is the founder of Pantheon Investments and a visionary in wealth building. His journey in uncovering strategies that propel the ultra-wealthy led him to create the proprietary Pantheon Holistic Wealth Strategy, helping clients build legacy wealth and achieve financial freedom. David Morgan is a well-known analyst in the precious metals industry and the author of The Silver Manifesto. With extensive experience consulting for high-net-worth investors, he also publishes The Morgan Report, a trusted resource on wealth preservation and precious metals investment. Tom Burns is a real estate operator with over 30 years of experience and the best-selling author of Why Doctors Don't Get Rich. Through his private equity firm in Austin, TX, Tom has become financially independent and now mentors others on building wealth through real estate and alternative investments. In this insightful discussion, our panel dive into the essential mindsets that differentiate the ultra-wealthy from others. They explore strategies like diversification, private credit, and real estate investment, while also discussing how mindset plays a crucial role in wealth building. Whether it's mastering the psychology of investing or leveraging the power of alternative assets like oil, gas, and precious metals, this episode provides valuable insights for anyone looking to build a wealth mindset. Tune in now to gain actionable strategies on wealth building, overcoming challenges, and fostering the right mindset to achieve long-term financial success! TIMESTAMPS 01:11 - Guest introductions and backgrounds 04:00 - Shifting the mindset for wealth creation 07:56 - Wealth preservation through precious metals 12:30 - Journey in creating the Pantheon Holistic Wealth Strategy 15:50 - From a physician to financial independence through real estate 20:05 - Current opportunities in real estate, private credit, and energy 27:10 - Balancing wealth creation with family and life 35:55 - Overcoming mindset limitations to step into wealth 40:00 - The role of self-investment and personal growth in wealth building 45:10 - Why a champion's mindset is crucial for long-term success 50:30 - Final thoughts on cultivating a wealth mindset and achieving financial freedom 54:00 - Connecting with the guests Connect with the Guests: Dave Wolcott Website: https://pantheoninvest.com/ Linkedin: https://www.linkedin.com/in/dave-wolcott-863306/ Instagram: https://www.instagram.com/pantheoninvest/ Linktree: https://linktr.ee/pantheoninvest David Morgan Website: https://www.themorganreport.com/ Linkedin: https://www.linkedin.com/in/thedavidmorgan/ Facebook: https://www.facebook.com/TheMorganReport Tom Burns LinkedIn: https://www.linkedin.com/in/tom-burns-9744304/ #WealthMindset #RealEstateInvesting #AlternativeInvestments #PreciousMetals
We're back and in this episode, Dave Wolcott shares the significance of having a mindset that promotes holistic wealth, exploring both mental and financial health. Dave also talks about strategic investment tactics to reduce tax burdens and build passive incomes. His background and career journey add valuable context to his strategies, making them relatable and actionable for our listeners. Dave Wolcott's Morning and Evening Routines Dave advises having an automatic pilot-like morning routine that includes exercise, meditation, and journaling. He strongly encourages investing in oneself, particularly in health, mindset, and financial IQ. According to Dave, consistent habits help in focusing and achieving life goals effectively. Dave says, “Over time, I understood that health and fitness are two distinct things. Now, at 54, I focus more on health than ever before.” He also highlights his precise evening routine, which includes foam rolling and stretching to enhance the parasympathetic nervous system and improve sleep quality. He states that a good evening routine is crucial for better sleep and overall well-being. Mindset and Financial IQ Dave discusses the importance of overcoming limiting beliefs and making educated decisions regarding financial investments. His book outlines five phases, starting with mindset. He says, “Your net worth is directly proportional to your financial IQ.” This means understanding how money works and making smart financial decisions can significantly impact your wealth. Dave's Philosophy on Wealth Dave's approach to wealth is unique, emphasizing a combination of holistic aspects. Financial freedom goes beyond monetary wealth to include the freedom of purpose, time, and relationships. Dave points out the multiple forms of capital the ultra-wealthy understand: financial, intellectual, physical, emotional, and spiritual. Career Shift and Wealth-Building Strategies Dave shares his journey from a middle-class upbringing in Connecticut to joining the Marine Corps. His dissatisfaction with traditional financial advice led him to seek alternative wealth-building strategies. He founded Pantheon to assist others in building wealth outside traditional methods like stocks and bonds. Entrepreneurial Tax Strategies Dave dives into various tax strategies and the benefits of investing in oil and gas funds, which offer significant tax deductions. He emphasizes the importance of finding the right CPA for tax planning rather than just tax preparation. Using cash whole life insurance policies, he explains how to leverage capital effectively. Virtual Family Office Solutions Dave realized the gap in finding knowledgeable advisors and created a virtual family office offering curated, best-in-breed advisors. This solution aims to reduce taxes, increase wealth, and provide risk management for high-net-worth individuals. According to Dave, even those with a net worth of $3-4 million can significantly benefit from such a resource. Critique of Traditional Financial Systems Dave criticizes traditional financial systems like 401ks and IRAs for their lack of control and potential future tax burdens. He shares how he exited his 401k, paid penalties, and reinvested in real estate and energy, resulting in significant growth. Dave's 401k exit calculator illustrates how reinvesting can outperform traditional returns over 20 years. Personal Vision and Consistency Dave emphasizes the importance of creating a personal vision, similar to a business vision statement. He advises entrepreneurs to align their personal and family goals, ensuring better decision-making. Consistent daily habits, including exercise and personal development, contribute to maintaining calmness and effectiveness amidst numerous responsibilities. External Resources Dave's Book: Holistic Wealth Strategy Recommended Book: Tax-Free Wealth by Tom Wheelwright Conclusion Dave Wolcott offers a treasure trove of practical advice that redefines financial and personal development. From daily routines to tax strategies and beyond, his insights aim to provide holistic wealth and well-being. If you're looking to improve not just your financial IQ, but your overall approach to life, this episode is a must-listen. Thanks for tuning in! Stay curious, stay healthy, and keep hustling. Two Other Episodes You Should Check Out From Military To Millionaire with David Joseph Pere Unlocking Passive Income Through Real Estate with Tom Burns Resources From Episode What if you could have a FREE personal mentor on-demand?! With Joe's Hustle & Flowchart AI clone, you can tap into the knowledge from over 600 episodes any time! Whether you need advice on scaling, marketing, or productivity, my AI clone is here to help. Accelerate growth with HubSpot's Sales Hub Check out other podcasts on the HubSpot Podcast Network Grab a 30-Day Trial of Kartra We want to hear from you. Send us the One Thing you want to hear on the show. Connect with Joe on LinkedIn and Instagram Subscribe to the YouTube Channel Contact Joe: joe@hustleandflowchart.com Thanks for tuning into this episode of the Hustle & Flowchart Podcast! 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My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. Interview Links: Pantheon Investments: https://pantheoninvest.com/ Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download all the Niches Trilogy Books: The 21 Best Cashflow Niches Digital: https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book Audio: https://podcasters.spotify.com/pod/show/21-best-cashflow-niches The 21 Most Unique Cashflow Niches Digital: https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches Audio: https://podcasters.spotify.com/pod/show/21-most-unique-niches The 21 Best Cash Growth Niches Digital: https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches Audio: https://podcasters.spotify.com/pod/show/21-cash-growth-niches Listen To Cashflow Ninja Podcasts: Cashflow Ninja https://podcasters.spotify.com/pod/show/cashflowninja Cashflow Investing Secrets https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets Cashflow Ninja Banking https://podcasters.spotify.com/pod/show/cashflow-ninja-banking Connect With Us: Website: http://cashflowninja.com Podcast: http://resetinvestingsecrets.com Podcast: http://cashflowinvestingsecrets.com Podcast: http://cashflowninjabanking.com Substack: https://mclaubscher.substack.com/ Amazon Audible: https://a.co/d/1xfM1Vx Amazon Audible: https://a.co/d/aGzudX0 Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ TikTok: https://www.tiktok.com/@cashflowninja Linkedin: https://www.linkedin.com/in/mclaubscher/ Gab: https://gab.com/cashflowninja Youtube: http://www.youtube.com/c/Cashflowninja Rumble: https://rumble.com/c/c-329875
In this episode of Capital Hacking, the hosts, Josh McCallen & John Edwin, interviews Dave Wolcott, the author of "The Holistic Wealth Strategy." Dave shares his journey from the Marine Corps to corporate America and eventually into the world of alternative investments. He emphasizes the importance of mindset, community, and access to building wealth and achieving financial freedom. Dave discusses the concept of Infinite Banking and the multiplier effect in investments. He also introduces the idea of a virtual family office, providing access to exclusive advisors and vetted investment opportunities.Dave's book, "The Holistic Wealth Strategy," offers a framework for building legacy wealth and living an extraordinary life. He highlights the significance of values, impact, relationships, and purpose beyond just financial success. Listeners are encouraged to focus on achieving freedom in various aspects of life, not just financial freedom. Dave also mentions his podcast, "Wealth Strategy Secrets of the Ultra Wealthy," and invites listeners to check out his website, Pantheon Invest, for more information.Ultimate Show Notes:[00:02:21] Dave Wolcott, shares his background and journey[00:05:15] Introduction to Pantheon and discussion on "The Holistic Wealth Strategy" book[00:07:38] Discussion on Infinite Banking and its benefits[00:10:09] Explanation of the concept of a virtual family office by Dave Wolcott[00:12:38] Discussion on the importance of a multi-family office and its services[00:18:16] Offering vetted deals and investment opportunities by Pantheon[00:23:59] Importance of mindset, community, and intellectual capital in wealth building[00:26:04] Discussion on tax mitigation, outperforming traditional investments, and real diversificationTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify
Are you struggling to figure out your next move in today's unpredictable real estate market? With interest rates fluctuating and the ever changing market, how can you ensure your investments are on the right track? Eddie took a deep dive into these challenges with Dave Wolcott from Pantheon Investments, a wealth strategy expert who's been studying how the ultra-wealthy navigate through uncertain times for over 20 years. They discuss a powerful five-phase strategy that covers everything from transforming your mindset and maximizing your capital, to building an unbreakable financial foundation and generating massive passive income. This is your roadmap to not just surviving, but thriving, regardless of what the market throws your way. If you want to know the secret weapon of the ultra-wealthy, you're in luck! Eddie and David discuss the hidden advantages of family offices, and you'll learn how to apply these strategies to elevate your own investing game. Plus, you can get a FREE copy of David's book at holisticwealthstrategy.com and visit pantheoninvest.com to learn more about how you can join the ranks of the financially elite!
Are you struggling to figure out your next move in today's unpredictable real estate market? With interest rates fluctuating and the ever changing market, how can you ensure your investments are on the right track? Eddie took a deep dive into these challenges with Dave Wolcott from Pantheon Investments, a wealth strategy expert who's been studying how the ultra-wealthy navigate through uncertain times for over 20 years. They discuss a powerful five-phase strategy that covers everything from transforming your mindset and maximizing your capital, to building an unbreakable financial foundation and generating massive passive income. This is your roadmap to not just surviving, but thriving, regardless of what the market throws your way. If you want to know the secret weapon of the ultra-wealthy, you're in luck! Eddie and David discuss the hidden advantages of family offices, and you'll learn how to apply these strategies to elevate your own investing game. Plus, you can get a FREE copy of David's book at holisticwealthstrategy.com and visit pantheoninvest.com to learn more about how you can join the ranks of the financially elite!
Dave Wolcott is the founder of Pantheon Investments, a firm dedicated to helping entrepreneurs achieve financial freedom and legacy wealth through alternative investments. With over 20 years of experience in wealth-building, Dave has learned from and partnered with top experts in private markets, tax strategy, and multi-generational wealth. His proprietary Pantheon Holistic Wealth Strategy is designed to share insider knowledge and strategies once reserved for the ultra-wealthy. Under Dave's leadership, Pantheon Investments has become a trusted resource for those looking to transcend traditional stock market approaches and build lasting wealth with purpose and fulfillment. Here's some of the topics we covered: Integral Lessons Learned In The Marine Corps Borrowing Against Life Insurance To Make a Purchase The Wholistic Wealth Strategy Belief, Health, and Habits For Success Tax Strategy and Estate Planning The Importance of Asset Protection Asset Repositioning For More Diverse Investments Focusing More On Being a Specialist Rather Than A Generalist To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com For more about Rod and his real estate investing journey go to www.rodkhleif.com
Welcome back to another episode of The Richer Geek Podcast. Dave Wolcott, founder of Pantheon Investments, returns to share insights on new investment opportunities, including private credit. Learn about alternative investments, tax optimization, and real estate strategies to grow your wealth. Don't miss this episode for expert advice and actionable strategies to achieve your financial goals. In this episode, we're discussing... Portfolio Allocation is Key: Focus on a few key sectors and diversify within those sectors to reduce risk. Alternative Investment Strategies: Explore alternative asset classes like private credit, which offer high growth, are non-correlated to the stock market, and provide steady cash flow. Uncertainty Creates Opportunity: Don't be afraid of market uncertainty. Look for ways to use uncertainty to your advantage and create certainty in your financial future. Building Your Wealth Pyramid: Consider using Infinite Banking and whole life cash value policies as the foundation of your wealth pyramid. These strategies are non-correlated to the market, offer multiple benefits, and provide stability. Define Your Certainty Needs: Identify what financial certainty means to you (e.g., emergency fund, passive income) and develop strategies to achieve it. Resources from Dave LinkedIn | Pantheon Investments | The Holistic Wealth Strategy Resources from Mike and Nichole Gateway Private Equity Group | REI Words | Nic's guide
In this insightful clip, Jon Dwoskin and Dave Wolcott, CEO of Pantheon Investments, delve into a valuable discussion, focusing on one key insight that can enhance your business today. Their conversation highlights a singular, practical strategy, offering a fresh perspective for entrepreneurs and business owners. Tune in to discover this crucial piece of advice and see how it could be the catalyst for your next business breakthrough. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Dave Wolcott: Website: www.pantheoninvest.com Twitter: https://twitter.com/Pantheon_Invest Instagram: http://www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Facebook: https://www.facebook.com/PantheonInvest YouTube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ *E – explicit language may be used in this podcast.
In this THINK Business Mini Business Course, Jon Dowskin and Dave Wolcott, CEO of Pantheon Investments discuss The Holistic Wealth Strategy. Get valuable, expert insight you can put into practice today! Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Dave Wolcott: Website: www.pantheoninvest.com Twitter: https://twitter.com/Pantheon_Invest Instagram: http://www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Facebook: https://www.facebook.com/PantheonInvest YouTube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ *E – explicit language may be used in this podcast.
In this THINK Business Mini Life Course with Jon Dwoskin, Dave Wolcott, CEO of Pantheon Investments shares tips for financial freedom, offering practical advice and relatable experiences. Gain valuable takeaways and inspiration that can be applied to your own life journey, whether it's about personal growth, career development, or a specific skill. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Dave Wolcott: Website: www.pantheoninvest.com Twitter: https://twitter.com/Pantheon_Invest Instagram: http://www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Facebook: https://www.facebook.com/PantheonInvest YouTube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ *E – explicit language may be used in this podcast.
Dave Walcott, CEO of Pantheon Investments, shares his background and current focus in real estate investing. He discusses the importance of building wealth through alternative assets and diversification. Dave highlights the opportunities in the energy sector and private credit, emphasizing the benefits of tax efficiency, predictable passive income, and lucrative upside potential. Dave Walcott | Real Estate Background CEO Of Pantheon Investments Based in: Sarasota, Florida Say hi to him at: LinkedIn www.pantheoninvest.com Sponsors: SyndicationAttorneys Apartments.com Ascent Equity Group
Real Estate Investing With Jay Conner, The Private Money Authority
Credits to:https://www.youtube.com/@pantheoninvestPrivate Money Mastery: Proven Tactics from a Leading Lending ExpertPrivate Money Mastery: Proven Tactics from a Leading Lending ExpertIn the latest episode of the Raising Private Money podcast, Jay Conner joins Dave Wolcott on his Wealth Strategy Secrets of the Ultra Wealthy podcast and shares invaluable insights into wealth-building through private money lending. Jay's journey from facing financial constraints to securing over $2,000,000 in private funds is both inspiring and instructional for anyone looking to thrive in the volatile world of real estate investments.The Two Key Mistakes in Real Estate:Jay Conner's successful real estate career wasn't built overnight; it was forged through hard lessons and strategic pivots. He begins by discussing two major mistakes he made early in his real estate journey: 1. Lack of Proper Guidance: Jay Conner emphasizes the importance of having a mentor or guide when starting out in real estate. Without proper advice, he found himself making costly decisions that could have been avoided with the right guidance. 2. Overlooking Carrying Costs: Another crucial mistake was not adequately calculating the carrying costs on rental properties. Overlooking these costs can drain resources and diminish profits, underlining the necessity of detailed financial planning.Leveraging Tax Strategies and Self-Directed IRAsJay delves into sophisticated tax strategies related to self-directed IRAs, which enable private lending while offering substantial tax advantages. Both borrowers and lenders benefit: borrowers get quick, flexible funding, while lenders enjoy significant tax relief. This win-win strategy highlights the innovative ways investors can minimize tax liabilities while accelerating wealth growth.The Power of Private Money Over Traditional LendingOne of the pivotal moments in Jay's career came when he lost his bank credit in 2009. This forced him to explore alternative funding options, which led him to the world of private money lending. Jay contrasts private money with traditional bank loans, emphasizing several advantages:Control and Flexibility: Unlike banks, private money lending allows you to set your own terms, avoiding rigid requirements.No Down Payment Deals: Private money deals often do not require down payments, making it easier to secure properties.Quick Closings: Speed is crucial in real estate, and private lenders can close deals much faster than traditional financial institutions.No Origination Fees: Banks often charge hefty fees, which are absent in private deals.Productive Habits that Drive SuccessThe Rule of 5: Prioritize five key activities that align with your goals, ensuring you stay focused daily.Scheduling Success: Jay advocates for scheduling critical tasks and activities, making sure they are non-negotiable aspects of your calendar.Success Nuggets and StrategiesSecure Deals with Private Money: Jay's method involves securing properties using private money and providing significant protections to lenders, such as collateralizing the notes and naming them as mortgagees on insurance policies.Diverse Uses of Private Money: Funds can be utilized for purchases, refinancing, and renovations, providing a versatile financial tool.No Limits on Borrowing: There's no cap on the amount of private money you can borrow
Marine Corps veteran Dave Wolcott, founder and CEO of Pantheon Investments and author of “The Holist Wealth Strategy: A Framework for Building Legacy Wealth and Living an Extraordinary Life,” joins the program to discuss the wealth strategies of the ultra-wealthy. (05/2024)
Marine Corps veteran Dave Wolcott, founder and CEO of Pantheon Investments and author of “The Holist Wealth Strategy: A Framework for Building Legacy Wealth and Living an Extraordinary Life,” joins the program to discuss the wealth strategies of the ultra-wealthy. (05/2024)
Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to another episode. Today, we're thrilled to introduce Dave Wolcott, a true visionary in the realm of holistic wealth building. Dave's journey from serving as a Captain in the Marine Corps to becoming the Founder and CEO of Pantheon Investments is nothing short of inspiring. Join us as Dave shares his invaluable insights into passive investing with a particular focus on alternative assets and crafting a holistic wealth strategy. Drawing from his extensive experience, Dave delves into the asset classes that Pantheon Investments focuses on, revealing strategies for high net worth individuals to decrease taxes and invest in energy and real estate. In this episode, Dave unveils a unique opportunity involving a ground-up development build-to-rent project in Fort Lauderdale, while also shedding light on the benefits of investing in private equity, including the merchant cash advance industry. He emphasizes the pivotal role of personal development and mindset in achieving wealth and success, sharing his morning success routine and advocating for investing in oneself. Whether you're a seasoned investor or just starting on your wealth-building journey, Dave's wisdom is sure to enlighten and empower. Tune in now to gain exclusive access to Dave Wolcott's expertise and discover the keys to unlocking true financial freedom and living an extraordinary life. This episode is not to be missed! TIMESTAMPS 00:46 - Guest Introduction: Dave Wolcott 03:48 - Alternative assets and building a holistic wealth strategy 07:32 - Asset classes Pantheon Investments focuses on 08:29 - The importance of decreasing taxes and investing in energy and real estate for high net worth individuals 10:37 - A unique opportunity involving a ground-up development build-to-rent project in Fort Lauderdale 12:47 - The benefits of investing in private equity, including the merchant cash advance industry 16:09 The importance of personal development and mindset in achieving wealth and success 18:08 - Thinking outside the traditional finance strategies 21:47 - Personal Development and developing a vision for one's self 26:32 - Practices for developing focus 29:59 - Advice to younger self and the value of investing in oneself Connect with the Guest: Website: https://pantheoninvest.com/ Linkedin: https://www.linkedin.com/in/dave-wolcott-863306/ Instagram: https://www.instagram.com/pantheoninvest/ Linktree: https://linktr.ee/pantheoninvest #PassiveInvesting #PassiveIncome #RealEstate
Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000, he and his wife won the baby lottery having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life and is also the host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. Enjoy this ‘wealth creation' episode as Dan shares some of his lessons with Lou on Thrive LouD. ***CONNECT WITH LOU DIAMOND & THRIVE LOUD***
In this episode, we have a very special guest, Dave Wolcott. In this conversation, Dave Wolcott, a former Marine and current CEO of Pantheon Investments, shares his personal journey from a middle-class upbringing in Connecticut to the Marine Corps, and onto his tenure in corporate America. He recounts the invaluable life lessons learned along the way — leadership, teamwork, and integrity — which have shaped his approach to wealth-building and his success in real estate investment. Dive into a treasure trove of strategies as Dave discusses the significance of proactive tax strategies, the power of a dream team, and the often overlooked holistic approach to wealth that considers financial IQ, mindset, physical and relationship capital. Whether you're earning $100,000 or $75,000 a year, this episode discusses how life choices affect both your lifespan and financial freedom. Connect with Shannon Here Apply To Be On The Show with Shannon Connect with Dave Wolcott: Website Facebook Youtube Linkedin Instagram X
Join us on the latest episode of Passive Investing from Left Field, featuring special guest Dave Wolcott.This eye-opening episode takes you beyond the usual 401(k) as Dave reveals his journey from the Marine Corps to mastering real estate investing. Get ready to rethink financial freedom as you learn about the importance of mindset, relationships, and repositioning assets for maximum growth.Whether you're keen to diversify your investments or interested in the mechanics of infinite banking, tune in and transform your financial narrative. About Dave Wolcott Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship.Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life and is also the host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. Here are some power takeaways from today's conversation:02:23 His real estate journey06:23 Achieving money, purpose, time, and relationship09:28 Relationship freedom11:43 The holistic wealth strategy14:05 Asset repositioning16:57 What do I do now21:12 Phase 2 of his wealth strategy23:44 Phase 3 of the wealth strategy26:39 Liquidity29:00 Velocity33:05 Building a massive passive income37:00 Merchant cash advances39:38 Podcast recommendations40:32 Contact Dave40:43 Thank you for watching This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Contact the guest:LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/ Instagram: www.instagram.com/pantheoninvest Facebook: https://www.facebook.com/PantheonInvest Podcast Recommendations:Ben Greenfield Fitness: https://bengreenfieldlife.com/The Walker Webcast - https://www.walkerdunlop.com/webcasts/Advertising Partners:Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/Tribevest - https://www.tribevest.com/Rise48 - https://rise48.com/Vyzer - https://vyzer.co/
Going Long Podcast DERIES HIGHLIGHT Episode 386: How to Infuse Insights From The Wealthiest One Percent ( To see the Video Version of today's conversation just CLICK HERE. ) In the conversation with today's guest, Dave Wolcott you'll learn the following: [00:38 - 03:25] Show introduction with comments from Billy. [03:25 - 07:41] Guest introduction and first questions. [07:41 - 12:08] The backstory and decisions made that led Dave to this point in his journey. [12:08 - 20:54] What gave Dave the strength to decide to not be bound by geography in terms of the locations where he made Real Asset investments, but to invest long distance and out of State rather than sticking to the local market. [20:54 - 30:29] Dave shares the key insights and backstory behind his book, The Holistic Wealth Strategy. [30:29 - 36:51] How you can get into the right mindset and make a start on your path towards attaining the rewards that will come from following Dave's wealth strategy. [36:51 - 51:00] The tax benefits of investing in the Energy space. Here's what Dave shared with us during today's conversation: Where in the world Dave is based currently: Sarasota, Florida. The most positive thing to happen in the past 24 hours: Dave is celebrating the 25th wedding anniversary with his wife! Favourite city in Europe: Alassio, Italy. A mistake that Michael would like you to learn from so that you don't have to pay full price: Make sure you have a Growth Mindset from the start, be open to new alternatives and don't assume that someone is more of an expert just because their title says so! Book Recommendations: Rich Dad's Cashflow Quadrant, by Robert Kiyosaki. https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054 Be sure to reach out and connect with Dave Wolcott by using the info below: Website: https://mzcapitalpartners.com/ Wealth Strategy: https://pantheoninvest.com/wealth-strategy/ To see the Video Version of today's conversation just CLICK HERE. How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI Start taking action TODAY so that you can gain more Education and Control over your financial life. Be sure to connect with Billy! He's made it easy for you to do…Just go to any of these sites: Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels
When faced with a challenging situation, what would you do if failure was not an option? It takes courage to take major leaps in life, but not taking action can lead to failure. In this episode, Dave Wolcott shares how he pivoted when he woke up in an unexpected scenario, going from having one child to having four children overnight. Discover how he quickly decided to change his financial situation to support his growing family. If you need inspiration to pursue your financial goals, this episode with Russ, Joey, and Dave is a must-listen. Top three things you will learn: Holistic Wealth Strategy from DaveHow to break free from the Wall Street mindsetHow to take positive action when faced with a difficult situationAbout Our Guest:Dave Wolcott is a serial entrepreneur, former Marine Captain, and the author of Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life. He is the host of “Wealth Strategy Secrets of The Ultra-Wealthy.” Dave is also an active and passive investor in over 3,200 doors, 400 self-storage units, 160 oil wells, and Merchant Cash Advance assets with a combined value of over $2.5 billion across the US.Connect with Dave Wolcott:Website - https://holisticwealthstrategy.comJoin the Inner Circle LIVE: https://go.wealthwithoutwallstreet.com/inner-circle-livePromo Code: PODCASTFree Financial Strategy Call: https://www.wealthwithoutwallstreet.com/freecallApply to Join the Passive Income Mastermind:https://www.wealthwithoutwallstreet.com/wwws-passive-income-mastermindJoin the Community:https://www.wealthwithoutwallstreet.com/communityTurn Active Income Into Passive Income:https://go.wealthwithoutwallstreet.com/pios Take the Financial Freedom Analyzer:https://wealthwithoutwallstreet.com/quizDiscover Your Path to Financial Freedom: https://www.wealthwithoutwallstreet.com/passportKnow Your Investor DNA:https://go.wealthwithoutwallstreet.com/investordnaInvest with The Land Geek:https://www.thelandgeek.com/Invest with Your Friends and Family:
Welcome back to our milestone 100th episode of the podcast. In a thrilling twist, we're reversing roles today, with our very own Dave Wolcott stepping into the spotlight as our guest, while Addie navigates us through his world of expertise. Get ready to unearth a treasure trove of knowledge straight from the vault of our seasoned host. Dave, often the one asking the hard-hitting questions, opens up about his own transformative experiences with financial setbacks and shares his journey of discovery that led him to adopt the wealth-building strategies typically mastered by the elite top 1%. His firsthand knowledge is a testament to the potential for personal and financial growth. Through their dialogue, Dave reveals his unique formula for calculating net worth—an insightful blend that goes beyond mere numbers in a bank account. He delves into the critical elements of financial IQ, cultivating a growth-oriented mindset, harnessing the power of relationship capital, and recognizing the intrinsic value of one's physical health on the journey to holistic wealth. In a masterful exchange on the importance of mentorship and learning from others, Addie and Dave unpack the extraordinary benefits gleaned from belonging to a mastermind community. Here, Dave's insights into accountability, opportunity recognition, and the formation of strategic partnerships resonate with the wisdom of a true industry sage. On this episode, prepare to be inspired, educated, and perhaps even a little entertained by the wisdom of a man who's not just been talking the talk but walking the walk through the world of finance and self-improvement. In this episode we talked about: The Holistic Wealth Strategy and Dave's formula for true net worth Infinite Banking Strategies The importance of creating a vision and investing to your personal growth Wealth beyond financial measures Vision, goals, and planning for the year ahead Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Dave Wolcott started his career by serving the country as a Captain in the Marine Corps. In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. Today, Dave is an author, podcast host, and the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. To get in contact with Dave, reach out to him here: Dave@PantheonInvest.com Instagram: @PantheonInvest YouTube: /PantheonInvest LinkedIn: in/DaveWolcott Facebook:/PantheonInvest Keeping it Real Estate is brought to you by Granite Towers Equity Group, helping investors create passive income through multifamily real estate. To get in touch with the founders of Granite Towers, Mike Roeder and Dan Brisse, visit https://www.granitetowersequitygroup.com/contact
In this enlightening episode, join our host, Mike C-Roc, in a captivating conversation with the remarkable Dave Wolcott. A former Marine Corps officer turned entrepreneur, Dave is the author of the groundbreaking "Holistic Wealth Strategy" and the esteemed host of the top-rated podcast, "Wealth Strategy Secrets of the Ultra-Wealthy." The episode kicks-off with a warm welcome as Dave shares insights into his holistic approach to building wealth and leading an extraordinary life. The duo reflects on their connection through mutual networks and the power of collaboration in reaching new heights. Dave opens up about his journey from the structured military world to the dynamic tech industry, and eventually into entrepreneurship. With a focus on calculated risks and adaptability, he shares the pivotal moments that shaped his mindset and led to the creation of the Holistic Wealth Strategy. Listeners are treated to a glimpse into Dave's diverse experiences, from serving in the Marines during pivotal moments in history to navigating the corporate landscape. The conversation delves into the transformative power of mindset development and the role it plays in achieving success both personally and professionally. A fascinating turn in the episode takes us through Dave's investment journey, exploring unconventional paths beyond traditional stock market approaches. He unveils the five-phased Holistic Wealth Strategy, providing a blueprint for individuals to build lasting wealth. The phases include investing in oneself, boosting financial IQ, prioritizing physical well-being, growing relationship capital, and making strategic, diversified investments. As the discussion unfolds, Dave shares the importance of biohacking, longevity strategies, and the profound impact of strategic relationships on the road to holistic wealth. The duo explores the intersection of health and wealth, emphasizing the need for a comprehensive approach that goes beyond financial gains. The episode concludes with actionable takeaways for listeners. Dave encourages everyone to start with the foundational phase—Investing in Yourself—and provides insights into the transformative power of mindset development and continuous learning. Tune in to this episode for a masterclass in holistic wealth-building, filled with valuable lessons, inspiring anecdotes, and a roadmap to unlocking your full potential. Whether you're an aspiring entrepreneur seasoned professional, or simply someone eager to elevate every aspect of your life, Dave Wolcott's wisdom is sure to leave a lasting impact. Don't miss out on this insightful and empowering conversation!
In today's episode Dave Wolcott, Joey Mure, and Russ Morgan delve into the transformative power of passive income and the journey towards financial freedom. Joey Mure, a seasoned serial entrepreneur, shares his insights gained from co-founding ventures like Wealth Without Wall Street and Wake Up In Birmingham. He emphasizes the importance of financial liberation through passive income, a philosophy he explores in his upcoming book, "Wealth Without Wall Street, 3 Steps to Freedom Through Passive Income." Russ Morgan, Founder and Partner at Wealth Without Wall Street, brings his dynamic perspective to the conversation. Known for his innovative ideas and problem-solving skills, Russ's trajectory from an investment advisor to a driving force behind Wealth Without Wall Street reflects his passion for creating opportunities and empowering individuals. In this conversation, Joey and Russ elaborate on the concept of passive income as the cornerstone of financial freedom. They delve into practical steps and strategies to build passive income streams, emphasizing the importance of diversification and long-term wealth creation. Drawing from personal experiences, Joey and Russ underscore the significance of core principles in achieving financial success. They stress the value of vision, education, perseverance, and adaptability in navigating the ever-evolving landscape of wealth creation. In this episode, we discuss: Strategies to develop diverse and sustainable income streams Importance of passive income for financial freedom Insights into Joey's transition from the financial industry to co-founding Wealth Without Wall Street Russ's evolution from an investment advisor to an innovative leader Investment tactics, asset allocation, and cultivating a growth-oriented mindset Connect with Joey and Russ: Website: https://www.wealthwithoutwallstreet.com/ Facebook: https://www.facebook.com/wealthwithoutwallstreet Youtube: https://www.youtube.com/channel/UC3gPe_2b_SSqnWw-llpE5zw Linkedin: https://www.linkedin.com/company/wealth-without-wall-street Instagram: https://www.instagram.com/wealthwithoutwallst Podcast: https://www.wealthwithoutwallstreet.com/podcast Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Target Market Insights: Multifamily Real Estate Marketing Tips
Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. In this episode we talked to Dave about the five phases of wealth building, the importance of making informed financial choices, tips for managing 401k, and much more. You can join the Apartment Investing Mastermind here. Building Wealth; 02:26 Dave's background; 06:22 Advices of a financial planner; 12:29 The 5 phases of building wealth; 16:53 Who to listen to, and make the right choices; 22:38 Getting control over your 401k; 26:15 Government sponsored qualified plans; 31:22 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Putting all eggs in one basket and not diversifying. Digital Resource: Various AI tools. Most Recommended Book: Tax Free Wealth. Daily Habit: Exercising, meditation, journaling, cold plunge every morning. #1 Insight for building wealth: Investing in oneself as thinking of yourself as the greatest asset. Best Place to Grab a Bite: Shore. Contact Dave: https://pantheoninvest.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
How can understanding the mindset of the wealthy help you build your own wealth? In this episode, Dave Wolcott shares his journey to financial freedom after a major life event led him to rethink his approach to money. He digs into the differences between how the wealthy 1% think about finances compared to the typical middle-class mindset, and the moves the ultra-rich make to build their wealth. He provides specific examples of how to take action in your own life and investments to set yourself up for abundance rather than scarcity. Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. (00:00 - 4:15) Origins of a New Mindset Dave was taught the typical middle-class path but became disillusioned after a financial planner's advice when his family grew This launched him on a journey to understand how the ultra-wealthy actually build wealth A major life event was the catalyst that shifted Dave's thinking about finances (4:15 - 8:15) The Formula for Holistic Wealth Net worth = financial IQ + mindset IQ + physical capital + relationship capital Need to look beyond just money to build true wealth Relationships are a key component of wealth that is often overlooked (8:15 - 13:00) The Power of Mindset Mindset is the key differentiator between middle class and the most wealthy and successful Having an abundance mindset opens up possibilities Scarcity mindset holds people back from achieving their potential (13:00 - 17:00) Long-term Capital Allocation The wealthy make decisions based on a 25+ year timeline, not short-term market emotions A diversified "all weather" portfolio across assets reduces risk Avoid putting all your money in one asset class like real estate (17:00 - 25:00) Getting Started on Your Investing Journey Look at repositioning existing assets like 401(k)s rather than needing large upfront cash Compounding and slow and steady investing grows wealth exponentially over time Use calculators to objectively evaluate options like cashing out 401(k) (25:00 - 30:00) Closing Segment: Best investment: A new development in Dallas, Texas Worst investment: Indian Stock Market Top lesson learned: You are your greatest asset "When you can break through some of these limiting beliefs that we may have had...there's more than enough in the world, there's so many different opportunities." - Dave Wolcott "The most important lesson is really to understand that you are your greatest asset." - Dave Wolcott Connect with Dave: Website: https://www.pantheon.com/ Apply to Invest with Taylor at www.investwithtaylor.com Track your wealth for free with Personal Capital, go to www.escapingwallstreet.com Please leave a review and help others escape Wall Street and build wealth on Main Street!
Learn to invest in alternative investments in today's episode with Dave Wolcott. Don't miss this invaluable opportunity to enhance your financial skills and wealth-building skills. Make sure to tune in!Key Takeaways to Listen forHow to calculate your net worth with a simple equation Benefits of investing in the energy sector What are wealth destroyers and how to avoid them Examples of effective asset repositioning for increasing returnsImportance of building massive passive incomeResources Mentioned in This EpisodeHolistic Wealth StrategyThe Holistic Wealth Strategy by David Wolcott | PaperbackAmazonApartment Syndication Due Diligence Checklist for Passive Investor About Dave WolcottA serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money but freedom of purpose, time, and relationship.Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.Connect with DaveWebsite: Pantheon InvestmentsPodcast: Wealth Strategy Secrets of the Ultra Wealthy PodcastTo Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams
Episode #186 Investing can be a daunting task, especially for beginners. There are so many different investment options to choose from, and it can be difficult to know where to start. However, there are a few simple tips that you can follow to invest smarter, not harder. That's what we learned from our guest Dave Wolcott! If you want to learn all the good advice he has, watch this episode! Highlights: 01:25 Dave Wolcott Intro 04:55 Pivotal Moment Leading to Investing Smarter 22:43 Creating Efficiency with Your Capital 37:55 The Benefits of a Holistic Wealth Strategy If you are thinking of investing now, feel free to contact us on Instagram: @kennybsimpson @krystlersimpson About the Guest: Dave is the best-selling author of "The Holistic Wealth Strategy", A Framework for Building Legacy Wealth and Living an Extraordinary Life, and is also the host of the top-rated "Wealth Strategy Secrets of the Ultra-Wealthy" podcast. Through leveraging the Holistic Wealth Strategy, Dave has been able to achieve unlimited freedom of money, purpose, time, and relationships. His mission is to share this strategy with other high-performing entrepreneurs in order to help them realize these freedoms. SPONSORS: * Prime Corporate Services: Whether you're new to owning a business or owning property or you're an experienced business owner, Prime Corporate Services will help you and make the process so much easier. So, if you book a call the first thing they are going to do for you is help you understand what your business structure should look like, your corporate structure, tax planning, estate planning, and all of that. Maybe you're saying, I'm brand new to starting a business and all of this sounds foreign and complicated. Remember, this company helps new people just get started every day. They will help you form the entity that's best for you and walk you through the process. Visit https://primepartner.info/gitcg to schedule a free call! * Cost Segregation Services: We have been working with Tim Looney at CSSI for a few years now and he has saved our clients and our hundreds of thousands, if not millions of dollars, in taxes doing Cost Segregation Studies. Let me give you a few examples. We bought a property in 2019, if we had just used straight-line depreciation, we would have saved about $18,750. Because we did a cost seg we saved $258,000 – that's $239,350 more than standard straight-line depreciation in the first year! Call Tim Looney at (318) 469-9861 to schedule a complimentary property analysis, and tell him Krystle and Kenny sent you! #realestate #podcast #realestateinvesting #housingmarket #inventory #sandiego #sandiegorealestate #realestateinvestor #success #successmindset #investingtips --- Support this podcast: https://podcasters.spotify.com/pod/show/getinthecashflowgame/support
Dave Wolcott is the CEO of Pantheon Investments, a commercial real estate investment company that specializes in multifamily and self-storage investments. Dave has a sincere passion for helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Additionally, Dave is the author of “The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life", and is also the host of the “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. Quote: “You're actually creating a team of alternative wealth advisors to really support your journey. Typically people start off and they're outsourcing their wealth to a financial planner who's just giving you one perspective and they have a particular agenda with certain products they're trying to promote.” Highlights: 16:10: How do we filter through the “noise” and focus on things that are really important? 21:55: Being proactive - with taxes, estate planning, etc 36:30: Has there been any shifts to your portfolio with where we're at in the real estate cycle? Macro or micro level Guest Website: holisticwealthstrategy.com ← get your free copy of his book! Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team. Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com. Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
So much of getting ahead in your investing journey is making sure that you don't get left behind in the first place. The starting point of all of that is making sure you have the right teams in place. Doesn't matter if you're wholesaling, flipping, BRRRR, or buying turnkey, it all starts with the right team. Adam Schroeder talks with Dave Wolcott, founder of Pantheon Investments, about the importance of teams, investing through the Great Recession, some of the big mistakes investors make, and how to realize when it's time to move on and fire a team member. Learn more at: www.PantheonInvest.com https://www.PantheonInvest.com/wealth-strategy -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
So much of getting ahead in your investing journey is making sure that you don't get left behind in the first place. The starting point of all of that is making sure you have the right teams in place. Doesn't matter if you're wholesaling, flipping, BRRRR, or buying turnkey, it all starts with the right team. Adam Schroeder talks with Dave Wolcott, founder of Pantheon Investments, about the importance of teams, investing through the Great Recession, some of the big mistakes investors make, and how to realize when it's time to move on and fire a team member. Learn more at: www.PantheonInvest.com https://www.PantheonInvest.com/wealth-strategy -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist
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Want to build wealth like the top 1%? Listen to Dave Wolcott's journey to becoming ultra-wealth through investments and his business. Watch the video! About Dave: A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Connect with Dave: www.pantheoninvest.com https://podcasts.apple.com/us/podcast/wealth-strategy-secrets-of-the-ultra-wealthy-podcast/id1609252476 Linkedin: in/DaveWolcott FB: /PantheonInvest IG: @PantheonInvest YT: /PantheonInvest
More on YouTube? Check the video version on YoutubeWho is the Guest?Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. Visit Him at:Website:https://pantheoninvest.com/Linkedin:https://www.linkedin.com/in/dave-wolcott-863306/Youtube:https://www.youtube.com/@pantheoninvest6134/featuredStart taking action right NOW!Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON'T have to start that way. Feel free to talk to him :)Connect with us through social! We'd love to build a community of like-minded people like YOU!Support the show
When today's guest and his wife had triplets, he was inspired to challenge the traditional financial wisdom of Wall Street and create a path towards financial freedom. Dave Wolcott is a former Marine Corps captain and the creator of the Pantheon Holistic Wealth Strategy. He's built several successful businesses, and has a knack with finding real estate and alternative investment assets that yield predictable cash flow, tax efficiencies, and positive equity growth. Dave is also the host of the great Wealth Strategy Secrets of the Ultra Wealthy podcast, as well as the author of The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life. In our conversation, we get into the three biggest wealth destroyers, how to create your own holistic wealth strategy, and the three freedoms which define our lives as we strive for and achieve success. Key Takeaways with Dave Wolcott Why the top 1% aren't really building their wealth getting 7% returns at the Wall Street casino. How taxes, accumulated stock market losses, and government-sponsored plans can erode wealth and obliterate your returns. How to create a proactive wealth strategy in service of your vision. Why you can't grow your physical capital if you don't grow your financial and mindset IQ. Why you are your greatest asset–and how to ensure that you're investing in yourself and your life every day. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit https://acceleratedinvestorpodcast.com/376 Rate & Review If you enjoyed today's episode of The Accelerated Real Estate Investor Podcast, hit the subscribe button on Apple Podcasts, Spotify and YouTube so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review over on Apple Podcasts. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU! Connect with Josh Cantwell Facebook YouTube Instagram LinkedIn Twitter Sign up for the Forever Passive Income Partnering, Mastermind and Coaching Program with Josh Cantwell To unlock your potential and start earning real passive income, visit joshcantwellcoaching.com
Drawing from his book "The Wholistic Wealth Strategy," this week's guest Dave Wolcott shares invaluable insights and actionable strategies for achieving holistic wealth. Get ready to embark on a journey as Dave opens up about his personal transition from a military background to the corporate world, revealing the mindset shifts necessary for building wealth. Together, they explore the five phases of wealth building, providing a roadmap for listeners to follow on their own path to financial prosperity. But it doesn't stop there. Discover the power of creating a strong infrastructure and assembling a dedicated team to support your wealth-building endeavors. Dave dives into must-know topics like tax strategies, infinite banking, and estate planning, illuminating the way to safeguard and grow your assets. With a range of investment options on the table, you'll gain the knowledge needed to generate sustainable wealth."Think about yourself as being your greatest asset."-Dave WolcottHere are 5 Key Takeaways from this episode:Vision can clarify the direction you are heading and finding purposeUnderstanding alternative assets5 Phases of Wealth BuildingThe formula for Net worthCreating Infrastructure and Team around our WealthHonorable Mentions & Useful Links:The Holistic Wealth Strategy: Your Roadmap to Financial FreedomRich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing LessConnect with Dave Wolcott:InstagramLinkedInWebsiteYoutubeEmailReady to take the next steps in your Military Real Estate Investing journey? Watch our Masterclass and claim your EPIC reward for action. Tap here to register today!Are you looking for a loan for your next project? Look no further! Check out ADPI Financial Services for all of your residential and commercial lending needs!No Time...No Worries! Get all the info you need now by texting DEAL to 33777Ready to become a PASSIVE INVESTOR? Check out ADPI Capital™ and learn how you can get started passively investing in commercial real estate for only $500! Tap the link above or text ADPI to 33777Helpful ResourcesConnect with the ADPI: Facebook | Instagram | YouTubeSupport the show
Welcome back to another episode of the richer geek. And today's episode we have Dave Wolcott. Dave started his career by serving the country as a Captain in the Marine Corps. In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. Today, Dave is an author, podcast host, and the Founder and CEO of Pantheon Investments and he's passively investing in Superior real estate, which a lot of us do hold alternate assets, which we'll get into. And most importantly, he wants predictive cashflow, tax efficiency, and upside potential. Find complete show notes and more information at therichergeek.com/podcast
What goes into investing in a commodity like oil & gas? Should you consider investing in this asset class to diversify your portfolio? Dave Wolcott is an established entrepreneur, a former captain in the Marine Corps, author of “The Holistic Wealth Strategy, a Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life,” the host of the Wealth Strategy Secrets of The Ultra-Wealthy podcast, and the CEO of Pantheon Investments. In this episode, Dave gives a unique point of view on real estate as a long-term investor, walks us through the asset class of oil & gas, explains how mining from the investment standpoint works, and so much more. We also go into hedging against the devaluation of the dollar, investing in alternative energies, and building a wealth strategy that will resist economic fluctuations. We don't have a lot of guests going into the nitty gritty of stock market assets, so we're pumped to have Dave share his valuable insights with us today. Click on that Play button to learn more about Dave, oil & gas, and how Dave and his team operate their business. KEY TAKEAWAYS 1. Once you get past the simple concept of “money”, you can access the different types of freedom it can provide. 2. Real estate can provide the trifecta of investing: cash flow, tax efficiency, and forced appreciation. 3. A lot of geopolitical factors affect the demand in the oil and gas niche, but demand remains strong, nonetheless. 4. Positioning your capital in assets with inherent value can help you hedge against significant economic changes. 5. Diversifying your investments can help reduce your uncertainties. LINKS https://www.linkedin.com/in/dave-wolcott-863306 https://pantheoninvest.com/wealth-strategy/ INVESTMENT OPPORTUNITIES Want to invest alongside Reed? All investments are 100% PASSIVE. Historical returns to accredited investors have ranged 18-31% annualized! To find out more, head on over to… www.reedgoossens.com
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. Interview Links: Pantheon Investments: https://pantheoninvest.com/ Resources: The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches Subscribe To The Best Cashflow Niches™ Newsletter: www.cashflowninja.com/bestniches Join My Inner Circle & Mastermind Cashflow Nirvana www.cashflowninja.com/nirvana Episode Sponsors: Producers Wealth: Create Your Own Banking System In 30 Days Or Less www.producerswealth.com The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com Penumbra Solutions: Buy Your Equity Like Institutions With Life Settlements www.thepenumbraplan.com - password “penumbra” Lavish Keys: Your Turnkey Solution For Luxury Short Term Rentals www.lavishkeys.com Connect With Us: Website: http://cashflowninja.com Podcast: http://cashflowinvestingsecrets.com Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ Pinterest: https://www.pinterest.com/mclaubscher/cashflow-ninja/ Linkedin: https://www.linkedin.com/in/mclaubscher/ Youtube: http://www.youtube.com/c/Cashflowninja Bitchute: https://www.bitchute.com/channel/cashflowninja/ Rumble: https://rumble.com/c/c-329875 Odysee: https://odysee.com/@Cashflowninja:9 Gab Tv: https://tv.gab.com/channel/cashflowninja Brighteon: https://www.brighteon.com/channels/cashflowninja Parler: https://parler.com/profile/cashflowninja/ Gettr: https://gettr.com/user/mclaubscher Gab: https://gab.com/cashflowninja Minds: https://www.minds.com/cashflowninja Biggerpockets: https://www.biggerpockets.com/users/mclaubscher Medium: https://medium.com/@mclaubscher Substack: https://mclaubscher.substack.com/
Passive income can provide a steady stream of income that can help individuals maintain financial stability, especially during times of crisis, such as a job loss or unexpected expenses. Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge Wall Street's traditional financial planning advice. He then started an obsessive journey to understand how the top one percent built wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments. He is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the stock market's volatility. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and hosts the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. In this episode, our guest Dave Wolcott will share his experience in investing, talk about the strategies he applies, and delve into the phases of a wealth strategy. HIGHLIGHTS FROM THE EPISODE 1. Dave's journey into investing 00:00 - 6:17 2. Life by design 6:17 - 7:53 3. Benefits of oil and gas 7:53 - 13:33 4. Phases of wealth strategy 13:33 - 31:53 5. Ways to connect Dave 31:53 - 33:26 CONNECT WITH THE GUEST Website- https://pantheoninvest.com CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!
Dave Wolcott, a former Marine captain, is a successful entrepreneur and real estate investor. As the CEO of Pantheon Investments, he helps entrepreneurs build wealth through passive investing in real estate and other high-quality assets. Dave is also an author of the newly released book entitled “The Holistic Wealth Strategy” and a podcast host who shares his expertise on real estate investment and wealth-building strategies. His investment strategy prioritizes predictable cash flow, tax efficiency, and an upside potential over the unpredictability of the stock market. In a world where the pace of change is rapid and the future is uncertain, Dave's vision for providing a reliable and sustainable alternative to traditional investment options is both timely and essential. Let's listen to his story today! Quotes: “You're not gonna have all the home runs but once you get decently good at it you get to know which ones are good and which ones are bad.” Timestamped Shownotes: 0:40 - Introduction of Guests 3:26 - Dave's journey to financial security and leaving the rat race behind 6:17 - Leveraging relationship capital through networking 9:45 - The Five-Phase Approach and Formula for Wealth Building 14:00 - Achieving infinite banking and identifying policies for establishing a liquidity foundation 23:31 - Passive Losses versus Passive Income 31:08 - Building a strong team to effectively execute your business plan 35:10 - Dave's advice for those considering investing in Main Street instead of Wall Street 3 Key Points: Establishing frameworks to follow a particular set of steps and catapult your wealth trajectory. You can get leverage from people, not just in investments. Building wealth is a process. You have to look at it from end to end. The decisions that you are making today are going to impact you over the long run. Get in Touch: Pantheon Investment- http://PantheonInvest.com The Holistic Wealth Strategy- http://pantheoninvest.com/wealth-strategy The CashFlow Quadrant- https://www.richdad.com/the-cashflow-quadrant The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ and http://thegoldcollarinvestor.com/show9 Pancham Gupta Email - p@thegoldcollarinvestor.com
Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the toprated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. What You Will Learn: Who is Dave Wolcott? How to achieve exponential wealth with the Holistic Wealth Strategy, a 5 Phase Approach? How to offset Active income with oil & gas investing? How to create a tax-efficient liquidity foundation with infinite banking? Take back control by exiting your 401k How to reposition assets for maximum velocity and downside protection How to create a vision to achieve freedom of money, purpose, time, and relationship? Dave shares how she can be contacted. Additional Resources from Dave Wolcott: Website: https://pantheoninvest.com/ Phone: (703) 389-4345 Email: dave@pantheoninvest.com LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/ Facebook: https://www.facebook.com/PantheonInvest/ Instagram: https://www.instagram.com/pantheoninvest/ YouTube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
A serial entrepreneur at heart, Dave Wolcott spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is an author and a host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. In this captivating segment, Kary Oberbrunner delves deep into the pages of Dave's recently published book: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life! Dave Wolcott uncovers how to protect your money while multiplying it like the top one percent do. Holistic wealth is more than just money: it's a comprehensive expression of your mental, physical, and financial well-being. Dave shares his five-phase framework for building and following a holistic wealth strategy that will give you not only freedom of money but also freedom of purpose, time, and relationship. Once you start investing in holistic wealth, you will be on the growth path of an ever-expanding future.The Holistic Wealth Strategy empowers you to seize the lifestyle you've always dreamed about. In this episode we discuss: Dave's background and what led him to building legacy. What drove Dave to write this book? And what is his book about? How to make a paradigm shift in your mindset. The difference between being rich and being wealthy. Discovering the Holistic Wealth Strategy. Connect with Dave Wolcott: Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Email: info@pantheoninvest.com Connect with Kary Oberbrunner: https://karyoberbrunner.com https://ignitingsouls.com
Dave Wolcott started his career by serving the country as a Captain in the Marine Corps. In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. Today, Dave is an author, podcast host, and the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. --- Send in a voice message: https://podcasters.spotify.com/pod/show/donald-thomas6/message Support this podcast: https://podcasters.spotify.com/pod/show/donald-thomas6/support
Summary: We're always looking for different ways to invest and achieve financial goals, and this episode's guest provides viable solutions for doing so. Founder and CEO of Pantheon Investments, Dave Wolcott, joins us to talk about developing strategies for investing. In the midst of global reset that has created a highly charged investment atmosphere, it's crucial to mitigate risk and maximize the opportunities that are arising. Dave describes his company's methodology, emphasizing the importance of developing a vision that is specific to your personal goals for wealth. Tune in for more insight on building wealth and achieving financial freedom. Useful Links: Financial Survival Network Pantheon Investments
Are you an entrepreneur seeking freedom of money to live the biggest future you can dream of? To have freedom of purpose to do what fascinates and motivates you. It's time to get ... The post The Holistic Wealth Strategy: Dave Wolcott appeared first on Author Hour.
Today we have a cool conversation with a cool cat. I just was talking with him before we got started and this guy has got a lot in common with me in regards to travel, passive income, I mean stuff that's right up my alley, and hopefully yours too. So I can't wait to get into some of the things and there's some really interesting strategies that I want to open up. I don't know how much time we're going to have to get into it. But it's going to be cool if you stay tuned to the end, because he's got some cool offers as well. To Reach Dave: https://pantheoninvest.com/ To get a copy of his FREE E-Book: Free E-Book
Building wealth is an art form, and there's no one way to do it. It requires creative thinking, adaptability, and a willingness to challenge traditional financial planning advice. In this episode, Dave Wolcott, founder of Pantheon Investments, reveals the formula to holistic wealth. Frustrated with traditional financial planning advice, Dave set out to discover how the top 1% build their wealth. He shares his journey and the lessons he learned along the way, including the importance of private equity, the 401(k) calculator, and tax deferrals. Dave also draws parallels between financial consulting and his previous experience in the IT industry, highlighting how they are both art forms that require creative thinking. Whether you're an entrepreneur, investor, or just curious about wealth-building strategies, this episode is full of valuable insights and strategies to financial freedom. Tune in now. Are you interested in investing with me? Clickthis link to schedule time for us to connect. https://nextlevelincome.com/next-level-investor-club-application/ Join the Pantheon Investor Club: SignUp | Website |Podcast | LinkedIn |Facebook | Instagram |Twitter | YouTube Holistic Wealth Strategy Book:https://www.amazon.com/Holistic-Wealth-Strategy-Roadmap-Financial/dp/B089CS58F1Email:info@pantheoninvest.com
How are the top 1% making money? Challenge traditional wisdom and financing and learn a new way of looking at your finances as David Wolcott lays out income-generating techniques that'll help you earn passive income that exceeds your lifestyle expenses.WHAT TO LISTEN FORThe 5 phases of holistic wealth buildingFreedom and quality of life that passive investing offersHow the ultra-wealthy structure their wealth-building strategyPractical ways to counter your top wealth destroyersWhy you should diversify your investment portfolioFinancial benefits of learning how to self-educateRESOURCES/LINKS MENTIONEDRich Dad Poor Dad by Robert T. Kiyosaki https://amzn.to/3kAeOIZRich Dad's Cashflow Quadrant by Robert T. Kiyosaki https://amzn.to/3mc920ODownload a FREE eBook version of Dave Wolcott's The Holistic Wealth Strategy by clicking this link www.pantheoninvest.com/wealth-strategy. For paperback version, it's available via this link: https://amzn.to/3SzAz8u To get a copy of Persistence, Pivots, and Game Changers for FREE, go to https://investonmainstreet.com/book and use the code “Passive Income Brothers.”ABOUT DAVE WOLCOTTDave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life and is also the host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.CONNECT WITH DAVEWebsite: Pantheon Investments https://pantheoninvest.com/ Youtube: Pantheon Invest https://www.youtube.com/@pantheoninvest6134/videosPodcast: Wealth Strategy Secrets of the Ultra-Wealthy | https://podcasts.apple.com/ph/podcast/wealth-strategy-secrets-of-the-ultra-wealthy-podcast/id1609252476 and Amazon https://music.amazon.com/podcasts/a8e03895-5609-4694-8ee2-8176fdbed915/wealth-strategy-secrets-of-the-ultra-wealthy-podcastCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email: greg@citysidecap.com | tim@citysidecap.com
Being financially secure may seem out of reach for many people, but it's possible! So how can you do it? Join JD and Melissa as they speak with Dave Wolcott about the holistic wealth strategy. There are several steps you can take to achieve financial security. It isn't always easy, but you can become financially secure with the right moves! Stay tuned! Here's what to expect on the podcast: What is a holistic approach to wealth? How can you achieve financial security? Why should you start looking for an alternative investment? Understanding the different types of financial investment vehicles. And much more! Connect with Dave Wolcott! Website: https://pantheoninvest.com/wealth-strategy/ Email: info@pantheoninvest.com Connect with JD and Melissa! Website: https://therealestatejam.com/ Facebook: https://www.facebook.com/therealestatejam/ Instagram: https://www.instagram.com/therealestatejam/ YouTube: https://www.youtube.com/channel/UCa_CWAV1OvH81yp6fITB4lg Shorefront Investments: https://shorefront-investments.com/ Email: therealestatejam@gmail.com Set up a Call with JD: https://mailchi.mp/458f1b418e9e/invest-with-jd
Dave Wolcott - How to reduce taxes by 100% through private equity investing. My next guest started his career by serving the US as a Captain in the Marine Corps. In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. Today, he is an author, podcast host, and the Founder and CEO of Pantheon Investments, a private equity firm that helps investors create passive income and save money on taxes through investments in real estate and alternative assets. Please welcome Dave Wolcott. Key Timecodes (00:46) - Show intro and background history. (02:02) - Deeper into his background and business model (06:10) - Understanding his oil and gas investment model (07:24) - The expected returns of this oil and gas fund (08:14) - What is the minimum investment to get into this business model? (08:33) - What other types of assets does he invest in to diversify (12:45) - Deeper into his investing strategies (14:24) - Understanding his philosophy considering Maslow's hierarchy of needs (16:20) - More about the returns at his model (17:16) - A bit about his real estate strategies (18:44) - The importance of creating a residual recurrent cash flow (22:50) - Where are his properties located? (23:58) - What classes of real estate does he invest in (26:17) - What are his thoughts about risk (28:07) - How big is his team (30:01) - The importance of having a positive mindset to succeed as an investor or entrepreneur (32:39) - His thoughts on a big mistake he made (33:59) - A key takeaway that the audience can apply today (40:00) - The worst advice he ever received (40:16) - The best advice he ever received (41:24) - Guest contacts Payback Time Podcast Payback Time is a podcast for investors. The goal of this podcast is to help make investing approachable and easy to understand. We will interview beginner and experienced investors and ask them to share stories on how they got started, what challenges they faced, what mistakes they made, and what strategy works for them today. The overall objective is to provide you with a roadmap that helps you become a better investor.
Figure out how to grow your wealth outside of Wall Street in this episode with Dave Wolcott as he outlines the 5 phases to holistically accelerate success and yield higher returns. So tune in to move away from conventional investments and fulfill your vision of living a financially free life!WHAT TO LISTEN FORThe top 3 wealth destroyers and how to mitigate themHow to leverage alternative investment opportunities to create passive incomeImportance of long-term thinking and planning as an investorBenefits of joining Pantheon Investments' investor clubWhy you shouldn't let failure affect your investment decisionsRESOURCE/LINK MENTIONEDThe Holistic Wealth Strategy by David Wolcott https://amzn.to/3jox73cTo download a free copy of Dave Wolcott's e-book version of “The Holistic Wealth Strategy,” go to https://pantheoninvest.com/wealth-strategy.ABOUT DAVE WOLCOTTDave is the founder and CEO of Pantheon Investments. Pantheon gives entrepreneurs an opportunity to passively invest in top real estate and alternative assets that provide cash flow, tax benefits, and a reliable alternative to the volatility of the stock market through leveraging The Pantheon Advantage. He is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets. Today, Dave is more passionate than ever about helping entrepreneurs build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets.CONNECT WITH DAVEWebsite: Pantheon Investments https://pantheoninvest.com/CONNECT WITH USWebsite: https://www.selfstorageinvesting.com/Facebook: https://www.facebook.com/selfstorageinvestingTwitter: https://twitter.com/SelfStorageGuyLinkedIn: https://www.linkedin.com/in/scottameyers/Youtube: https://www.youtube.com/user/SelfStorageInvestingInstagram: https://www.instagram.com/self_storage_investing/Subscribe so you never miss a NEW episode! Leave us an honest rating and review on Apple Podcast.
Dave Wolcott started his career by serving the country as a Captain in the Marine Corps. In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. Today, Dave is an author, podcast host, and the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. *DISCLAIMER - We are not giving any financial advice. Please DYOR* (00:00 - 03:07) Opening Segment - Dave is introduced as the guest Host - Dave shares something interesting about himself (03:07 - 32:16) Offset Active income by investing in oil & gas - Dave shares his first investment and how it works - Dave shares how did he start with oil and gas - He also shares how can someone upset active income with oil and gas - Also he shares some of the ways you can protect your principles while investing in oil and gas - Dave shares as well some of the gotchas that investors should be aware of while investing in oil and gas - He also shares if there's a way to invest in oil and gas using royalty - Dave also shares some of the investment ideas which will allow them to ride off texas - Also he shares his best and worst investment (32:16 - 34:42) Fire Round - Dave shares if she would change his investment strategy - Dave also shares his favorite Finance, real estate book, or any related book - Also Dave shares about the website and tools that he can recommend - Dave's advice to beginner investors - Also shared how he gives back (34:42 - 35:47) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on Wealth Matter's YouTube channel and you can reach out to Alpesh using this link. Check us out at: Facebook: @wealthmatrs IG: @wealthmatrs.ig Tiktok: @wealthmatrs
With the current market uncertainty, inflationary prices, and economic slowdown, investing and making the most of your money has become more challenging. What investments are most profitable during this time? How can you manage risks and maximize your returns while securing your and your family's future? Now, more than ever, we need an effective strategy for protecting our investments and growing our wealth, says our guest today, Dave Wolcott of Pantheon Investments. Dave offers an alternative framework and step-by-step guide to achieving and multiplying wealth. He outlines the process of protecting and growing wealth, beginning with the mindset phase, then the learning phase and lastly building the wealth infrastructure and a portfolio of assets. If you want to know the key to achieving a life of financial freedom and fulfillment, all you need to do is click now and listen.
Are you looking for a more holistic wealth building strategy? Dave Wolcott and his team at Pantheon Investments have been helping investors build their wealth for years. They focus on finding the best in class operators and partnering with them to offer a wide range of investment opportunities. This allows them to meet the needs of their investors no matter what their goals may be. Find out what The Holistic Wealth Strategy is all about. Listen and learn! For links and resources discussed in this episode, please visit our show notes at https://darinbatchelder.com/holistic-wealth-strategy
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. Interview Links: Pantheon Investments https://pantheoninvest.com/ Episode Sponsors: Producers Wealth: Create Your Own Banking System In 30 Days Or Less www.producerswealth.com Pantheon Investments: Build holistic wealth to achieve financial freedom in any economy www.pantheoninvest.com The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com Penumbra Solutions: Buy Your Equity Like Institutions With Life Settlements www.thepenumbraplan.com - password “penumbra” Producers Capital Partners: Multiply Capital Through Alternative Investments www.producerscapitalpartners.com Lavish Keys: Your Turnkey Solution For Luxury Short Term Rentals www.lavishkeys.com Grab My Book: The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches Connect With Us: Website: http://cashflowninja.com Podcast: http://cashflowinvestingsecrets.com Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ Pinterest: https://www.pinterest.com/mclaubscher/cashflow-ninja/ Linkedin: https://www.linkedin.com/in/mclaubscher/ Youtube: http://www.youtube.com/c/Cashflowninja Bitchute: https://www.bitchute.com/channel/cashflowninja/ Rumble: https://rumble.com/c/c-329875 Odysee: https://odysee.com/@Cashflowninja:9 Gab Tv: https://tv.gab.com/channel/cashflowninja Brighteon: https://www.brighteon.com/channels/cashflowninja Parler: https://parler.com/profile/cashflowninja/ Gettr: https://gettr.com/user/mclaubscher Gab: https://gab.com/cashflowninja Minds: https://www.minds.com/cashflowninja Biggerpockets: https://www.biggerpockets.com/users/mclaubscher Medium: https://medium.com/@mclaubscher Substack: https://mclaubscher.substack.com/
Are you an Accredited Investor that's tired of getting crushed by paying so much in income tax? Find out how we're helping others like you keep Uncle Sam out of your pocket. Click the link HERE. Going Long Podcast Episode 264: How to Infuse Insights From The Wealthiest One Percent ( To see the Video Version of today's conversation just CLICK HERE. ) In the conversation with today's guest, Dave Wolcott you'll learn the following: [00:38 - 03:25] Show introduction with comments from Billy. [03:25 - 07:41] Guest introduction and first questions. [07:41 - 12:08] The backstory and decisions made that led Dave to this point in his journey. [12:08 - 20:54] What gave Dave the strength to decide to not be bound by geography in terms of the locations where he made Real Asset investments, but to invest long distance and out of State rather than sticking to the local market. [20:54 - 30:29] Dave shares the key insights and backstory behind his book, The Holistic Wealth Strategy. [30:29 - 36:51] How you can get into the right mindset and make a start on your path towards attaining the rewards that will come from following Dave's wealth strategy. [36:51 - 51:00] The tax benefits of investing in the Energy space. Here's what Dave shared with us during today's conversation: Where in the world Dave is based currently: Sarasota, Florida. The most positive thing to happen in the past 24 hours: Dave is celebrating the 25th wedding anniversary with his wife! Favourite city in Europe: Alassio, Italy. A mistake that Michael would like you to learn from so that you don't have to pay full price: Make sure you have a Growth Mindset from the start, be open to new alternatives and don't assume that someone is more of an expert just because their title says so! Book Recommendations: Rich Dad's Cashflow Quadrant, by Robert Kiyosaki. https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054 Be sure to reach out and connect with Dave Wolcott by using the info below: Website: https://mzcapitalpartners.com/ Wealth Strategy: https://pantheoninvest.com/wealth-strategy/ To see the Video Version of today's conversation just CLICK HERE. How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI Start taking action TODAY so that you can gain more Education and Control over your financial life. Are you an Accredited Investor that's tired of getting crushed by paying so much in income tax? Find out how we're helping others like you keep Uncle Sam out of your pocket. Go to https://www.firstgencp.com/goinglong Be sure to connect with Billy! He's made it easy for you to do…Just go to any of these sites: Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels
Host: Casey SilveriaGuest: Dave WolcottDave Wolcott started his career serving the country as a Captain in theMarine Corps. In 2000 he and his wife won the baby lottery having tripletswhich inspired him to challenge the traditional financial planning advice ofWall Street. He then started an obsessive journey to understand how the topone percent were building their wealth.A serial entrepreneur at heart, Dave spent the next 20 years building severalbusinesses, investing in alternative assets and creating The Pantheon HolisticWealth Strategy: the playbook to becoming ultra-wealthy and having not onlyfreedom of money, but freedom of purpose, time and relationship.Today, Dave is the Founder and CEO of Pantheon Investments and is morepassionate than ever about helping entrepreneurs build wealth by passivelyinvesting in superior real estate and alternative assets that providepredictable cash flow, tax efficiency, and upside potential as a reliablealternative to the volatility of the stock market. Dave is the author of “TheHolistic Wealth Strategy”, A Framework for Building Real Wealth and Livingan Extraordinary Life and is also the host of the popular “Wealth StrategySecrets of the Ultra-Wealthy” podcast.Connect with Dave:www.pantheoninvest.comwww.pantheoninvest.com/wealth-strategy (free copy of their wealth strategy)Connect with Farmers Capital Group: https://farmerscapitalgroup.com/Invest with us: https://farmerscapitalgroup.com/join/Socials: https://linktr.ee/caseysilveriaLinkedIn: https://www.linkedin.comYouTube: https://www.youtube.comShow notes:0:44 Dave's background and journey with family4:54 Macro dynamics of investing, in different assets, where there is different kind of supply and demand imbalance.5:50 Oil and Gas investment (PRP-Proven developed production)9:34 Time frame to build new supply in the market10:30 - Offsetting active income vs real estate passive income13:45 How does Infinite Banking works19:30 Arbitrage benefits21:25 Infinite banking solution: Register to pantheoninvest.com, sign up and connect22:28 Overcoming hurdles quickly29:45 "Crystal clear vision"
In this episode, Dave Wolcott, CEO of Pantheon Investments is a guest on the Cash Flow Connections Podcast. He chats with Tyler Lyons about his experiences as an investor and how he provides cash flow and diversification from all kinds of markets. Dave also shares his expertise in the financial world and discusses how he is able to help investors achieve their goals by developing alternative wealth strategies. Mr. Wolcott shares the key pillars to creating holistic wealth strategies that every investor needs to know and the 3 wealth killers you need to be cautious of! Dave's mission is to help investors achieve their financial freedom through investing in tangible real estate assets that provide cash flow, low risk, diversification from the stock market, tax efficiency, and attractive returns. Don't miss out on this amazing episode to learn more about Dave Wolcott, his legacy wealth creation, and your next investment opportunity to offset your income! In this episode we discuss: What the key pillars are to creating a holistic wealth creation strategy. What the “three wealth killers” are that investors need to be aware of in their wealth creation journey. Why “infinite banking” is a key piece of infrastructure for legacy wealth creation. The niche investment that passive investors can use to offset active income. Cashflow Connections Podcast: https://asymcapital.com/podcast-post/e504-tt-holistic-strategies-for-creating-wealth/ Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book:https://www.amazon.com/Holistic-Wealth-Strategy-Roadmap-Financial/dp/B089CS58F1 Email: info@pantheoninvest.com
In this Topical Tuesday's episode, I spoke with Dave Wolcott who is the CEO of Pantheon Investments, where he helps investors to achieve financial freedom through developing alternative wealth strategies that provide cash flow, tax efficiency and diversification from the stock market. Be sure to tune in if you're interested in learning about: What the key pillars are to creating a holistic wealth creation strategy What the "three wealth killers" are that investors need to be aware of in their wealth creation journey Why "infinite banking" is a key piece of infrastructure for legacy wealth creation The niche investment that passive investors can use to offset active income To your success, Tyler Lyons Interested in investing in ATMs? Check out our webinar. Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital? Check out our new FREE webinar - How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group
On this episode, Dave Wolcott, Founder and CEO of Pantheon Investments, shares a plethora of his secrets for building deeper investor relationships and the resulting increase in his capital raising business. He also describes how he cultivated an inspired investor community based on appreciation and trust, which are of ever-increasing importance in these uncertain economic times. What you'll discover: Why traditional institutions like Wall Street and the mass media don't teach us how investing really works How Dave builds trust with a 5-star investor experience The best ways to educate and add value to your investors that, in turn, expand your business The importance of investor lifetime value The 4 freedoms that drive entrepreneurs More about Dave: Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives entrepreneurs an opportunity to passively invest in top real estate and alternative assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and is the host of “Wealth Strategy Secrets of the Ultra-Wealthy podcast.” Prior to Pantheon, Dave earned his bachelor's degree from George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. Ways to connect with Dave: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Podcast: www.pantheoninvest.com/podcast LinkedIn: https://www.linkedin.com/company/pantheon-invest Instagram: www.instagram.com/pantheoninvest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Other useful links and resources: Free Trainings on “How To Raise More Capital & Find High Net-Worth Investors on Auto-Pilot”: findmoreinvestors.com/capital Enter our monthly raffle by leaving a 5-star review and emailing a screenshot to: reviews@findmoreinvestors.com Connect with Yakov: https://www.linkedin.com/in/yakovsavitskiy/ https://www.instagram.com/yakovsmart7/ https://www.facebook.com/yakov.smart3 The following music was used for this media project: Music: Positive Fat Bass Intro Loop by WinnieTheMoog Free download: https://filmmusic.io/song/6093-positive-fat-bass-intro-loop License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://linktr.ee/taigasoundprod The following music was used for this media project: Music: Just Keep Going (Loopable) by chilledmusic Free download: https://filmmusic.io/song/7245-just-keep-going-loopable License (CC BY 4.0): https://filmmusic.io/standard-license The following music was used for this media project: Music: Business Of Dreams by MusicLFiles Free download: https://filmmusic.io/song/9392-business-of-dreams License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://cemmusicproject.wixsite.com/musiclibraryfiles #realestateinvesting #capitalraising #realestate #passiveinvesting
My guest in this episode is my friend, Dave Wolcott. Dave is the Founder and CEO of Pantheon Investments, LLC, a private equity firm focused on helping investors achieve financial freedom through investing in tangible real estate assets that provide cash flow, tax efficiency, and diversification from the stock market. Dave started his career as a Marine Corps Officer and is a serial entrepreneur that learned about investing in commercial real estate as a limited partner 20 years ago and has evolved the business to help educate others on the transformative power of cashflow investing. Dave is passionate about helping others build wealth through his experiences, network, and growth mindset. The Pantheon Team enables investors in finding: the right fit investment opportunities deal flow for his investors, and wealth-building coaching. Interview Links: Pantheon Investments Episode Sponsors: Producers Wealth: Create Your Own Banking System In 30 Days Or Less www.producerswealth.com Pantheon Investments: Build holistic wealth to achieve financial freedom in any economy www.pantheoninvest.com GoBundance: The Tribe For Healthy, Wealthy, Generous Men Who Choose To Lead EPIC Lives www.gobundance.com Accountable Equity: Resort Hospitality & Efficient Income Cash Flow Investments www.accountableequity.com The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com Penumbra Solutions: Buy Your Equity Like Institutions With Life Settlements www.thepenumbraplan.com - password “penumbra” Producers Capital Partners: Multiply Capital Through Alternative Investments www.producerscapitalpartners.com Lavish Keys: Your Turnkey Solution For Luxury Short Term Rentals www.lavishkeys.com Grab My Book: The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches Programs: The Cashflow Ninja Cashflow Investors Club™: www.cashflowninja.com/club Your Own Banking System™ : www.yourownbankingsystem.com Your Own Family Office™: www.cashflowninja.com/familyoffice The Crypto Investing Method™: www.cashflowninja.com/crypto The Cashflow Creator Formula™: www.cashflowninja.com/creator The Cashflow Core Builder™: www.casflowninja.com/core The Cashflow Multiplier™: www.cashflowninja.com/multiplier The Cashflow Quantum™: www.cashflowninja.com/quantum Connect With Us: Website: http://cashflowninja.com Podcast: http://cashflowinvestingsecrets.com Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ Pinterest: https://www.pinterest.com/mclaubscher/cashflow-ninja/ Linkedin: https://www.linkedin.com/in/mclaubscher/ Youtube: http://www.youtube.com/c/Cashflowninja Bitchute: https://www.bitchute.com/channel/cashflowninja/ Rumble: https://rumble.com/c/c-329875 Odysee: https://odysee.com/@Cashflowninja:9 Gab Tv: https://tv.gab.com/channel/cashflowninja Brighteon: https://www.brighteon.com/channels/cashflowninja Parler: https://parler.com/profile/cashflowninja/ Gettr: https://gettr.com/user/mclaubscher Gab: https://gab.com/cashflowninja Minds: https://www.minds.com/cashflowninja Biggerpockets: https://www.biggerpockets.com/users/mclaubscher Medium: https://medium.com/@mclaubscher Substack: https://mclaubscher.substack.com/
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Podcast Episode 13 has launched with DAVE WOLCOTT!Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives entrepreneurs an opportunity to passively invest in top real estate and alternative assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,500 doors with a combined value of over $450 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets.Prior to Pantheon, Dave earned his bachelor's degree from the George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. Dave is more passionate than ever about helping entrepreneurs build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets.FOLLOW: DAVE WOLCOTTWEBSITE: https://pantheoninvest.com/CONNECT WITH ESTHER:✩ WEBSITE: http://clearmorningcapital.com✩ PODCAST: Billionaire Morning Mindset - https://media.rss.com/billionairemorn...✩ BOOK: https://usem476.ac-page.com/sign-up-f...✩ INSTAGRAM: https://www.instagram.com/esthersunmin/✩ LINKEDIN: https://www.linkedin.com/in/esther-mi...✩ FACEBOOK: https://www.facebook.com/profile.php?...The contents of this podcast are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Esther Min is not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle. #Billionaire#SelfImprovement#Mindset#Money#RealEstate#Investing
Are you looking for ways to protect your income streams with safe alternative methods? In this week's episode, CEO and founder of Pantheon Investments Dave Wolcott will shed light on how he helps busy professionals passively invest in top real estate assets. Dave is also the author of “Holistic Wealth Strategy”, which outlines the steps and strategies into achieving financial freedom. Let's jump right in and learn the holistic approach to growing your wealth! Getting to know Dave [00:01 – 5:16] Debunking the conventional wisdom Freedom of purpose, relationship, and location [5:16 - 22:44] The Holistic Wealth Strategy Setting your vision Focusing on your mindset The infrastructure phase Help investors setup banking strategy Estate planning and protection Asset repositioning Looking at your own portfolio not in a wall street perspective Achieving massive passive income The Quattro Trio [22:45 - 27:28] What is your superpower? Creating a trusting and meaningful relationships What is your biggest failure? Going 100% in the business without the holistic wealth strategy Want to connect with Dave? Follow him on Linkedin and Twitter. Get a free copy of The Holistic Wealth Strategy by visiting pantheoninvest.com/wealth-strategy. LEAVE A 5 STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton. Resources Mentioned: Rich Dad Poor Dad - Robert Kiyosaki Man of Class Podcast - Eric Yusko Tweetable Quotes: “We all learn how to make money. But nowhere is it taught how to protect and grow your money.” - Dave Wolcott “If you don't have a vision, and you set your target, you're gonna miss every time. ” - Dave Wolcott
On this episode, Dale is joined by guest Dave Wolcott to discuss another area in high-performance that I haven't yet touched on here on Lions Guide which is financial performance. Dave & I talk a lot about the importance of a wealth mindset, and explore his story of coming from a middle-class family, to his commission in the Marine Corps, afterwards becoming a business owner, and on to be an equity partner in $450M worth of assets … and even with all that going on Dave is a high-performer, getting after it every day… Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives entrepreneurs an opportunity to passively invest in top real estate and alternative assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,500 doors with a combined value of over $450 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets. Prior to Pantheon, Dave earned his bachelor's degree from George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. Dave is more passionate than ever about helping entrepreneurs build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets. Links for Dave: Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest Book: The Holistic Wealth Strategy Book https://amzn.to/3sszmUX Email: info@pantheoninvest.com Lions Guide Links: Join The Lions Guide Community: www.lionsguide.com Subscribe to the Podcast: Podcast on Apple: https://podcasts.apple.com/us/podcast/lions-guide-podcast/id1569364934 Podcast on Spotify: https://open.spotify.com/show/2ZVKZ93jnqsXUDQcMdE4LO Podcast on Google: https://podcasts.google.com/feed/aHR0cHM6Ly9saW9uc2d1aWRlcG9kY2FzdC5saWJzeW4uY29tL3Jzcw Podcast on Facebook: www.facebook.com/groups/lionsguidecommunity Podcast on YouTube: www.youtube.com/channel/UC_4paeQ1EaPFMTyPUNt75jg Connect with Lions Guide: Facebook Page: www.facebook.com/lionsguide Instagram: www.instagram.com/lionsguide LinkedIn: www.linkedin.com/lionsguide
On this episode, Dale is joined by guest Dave Wolcott to discuss another area in high-performance that I haven't yet touched on here on Lions Guide which is financial performance. Dave & I talk a lot about the importance of a wealth mindset, and explore his story of coming from a middle-class family, to his commission in the Marine Corps, afterwards becoming a business owner, and on to be an equity partner in $450M worth of assets … and even with all that going on Dave is a high-performer, getting after it every day… Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives entrepreneurs an opportunity to passively invest in top real estate and alternative assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,500 doors with a combined value of over $450 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets. Prior to Pantheon, Dave earned his bachelor's degree from George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. Dave is more passionate than ever about helping entrepreneurs build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets. Links for Dave: Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest Book: The Holistic Wealth Strategy Book https://amzn.to/3sszmUX Email: info@pantheoninvest.com Lions Guide Links: Join The Lions Guide Community: www.lionsguide.com Subscribe to the Podcast: Podcast on Apple: https://podcasts.apple.com/us/podcast/lions-guide-podcast/id1569364934 Podcast on Spotify: https://open.spotify.com/show/2ZVKZ93jnqsXUDQcMdE4LO Podcast on Google: https://podcasts.google.com/feed/aHR0cHM6Ly9saW9uc2d1aWRlcG9kY2FzdC5saWJzeW4uY29tL3Jzcw Podcast on Facebook: www.facebook.com/groups/lionsguidecommunity Podcast on YouTube: www.youtube.com/channel/UC_4paeQ1EaPFMTyPUNt75jg Connect with Lions Guide: Facebook Page: www.facebook.com/lionsguide Instagram: www.instagram.com/lionsguide LinkedIn: www.linkedin.com/lionsguide
Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives entrepreneurs an opportunity to invest in alternative assets that provide cash flow, tax benefits and a reliable alternative to typical investment opportunities. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom. pantheoninvest.com Wealth Strategy Playbook - download a free ebook Connect with Wes: wes@path2frdm.com path2frdm.com
All of us are taught how to earn money but not how to grow it. When dabbling in real estate, you need alternative investing strategies to keep your cash flowing smoothly. Dale Corpus sits down with Dave Wolcott, CEO and Trusted Advisor of Pantheon Investments, to discuss creating legacy wealth on your passive income sources through alternative investing. He explains how infinite banking works, emphasizing its advantages in reducing tax cuts and minimizing financial risks. Dave also reveals the asset classes he favors today, particularly those that are still highly profitable in the middle of the pandemic.
Join co-hosts Richard Coyne & Bill Zahller as they interview guests who left a successful career to pursue a different path on the Road Less Traveled Show! In this episode, we spend time with Dave Wolcott! Dave is a former U.S. Marine that founded a tech company and later shifted to being a Real Estate investment advisor. A bit more about Dave: Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon is currently an equity partner in over 2,500 doors with a combined value of over $450 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom which is available on Amazon. Before founding Pantheon, Dave earned his bachelor's degree from George Washington University. Upon graduation, Dave served as a Captain in the U.S. Marine Corps. After the Marines, Dave moved to the Information Technology consulting world. Dave leveraged entrepreneurial strengths and founded several tech companies. Dave learned about investing in commercial real estate as a passive investor 20 years ago. Dave later founded Pantheon Investments to help provide people build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets. Contact Dave Email: info@pantheoninvest.com Website: www.pantheoninvest.com Book: The Holistic Wealth Strategy: Your Roadmap To Financial Freedom Contact Bill Zahller Phone: 828-275-5035 Email: Bill@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/billzahller Contact Richard Coyne Phone: 404-245-9732 Email: Richard@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/richardjcoyne If you would like to learn more about: How Park Capital Partners connects investors with passive income-generating opportunities through real estate, Our Park Capital Value-Add Fund (a 506c fund), or The Park Capital Partners Foundation, Inc. (a 501(c)3 non-profit). please contact Park Capital Partners LLC in the following ways: Website: ParkCapitalPartnersLLC.com Email us: info@ParkCapitalPartnersLLC.com Facebook: https://www.facebook.com/ParkCapitalPartners/ Linkedin: https://www.linkedin.com/company/park-capital-partners-llc/ Music by Aliaksei Yukhnevich/Jamendo. Audio and Video production by Kerry Webb. If you would like to be a guest on our show and have a “path change” story, please reach out to our assistant, Tara at Tara@ParkCapitalPartnersLLC.com. We would love to chat with you!
Doug and Dave spoke about alternative investment planning and gave insights about infinite banking and the steps where you should start on how to expand your wealth. There are ways to take control of your finances that we must do and it can guarantee that it will help us in our decision making. Learn more at https://pantheoninvest.com/ (https://pantheoninvest.com/) Doug's business specializes in partnering with companies and non-profits to capture overhead cost savings without layoffs to fund growth and strengthen financial results. You can find the audio podcast feed at https://www.TerminalValuePodcast.com (www.TerminalValuePodcast.com) You can find the video podcast feed at https://www.youtube.com/channel/UCV5a4QbT-dXhpgb-8HJHdGg (www.youtube.com/channel/UCV5a4QbT-dXhpgb-8HJHdGg) Schedule time with Doug to talk about your business at https://www.MeetDoug.Biz (www.MeetDoug.Biz)
“In this journey, it's not about just getting one or two wins, right? It's all about putting that in place, this process that you work on, and you refine, and you culminate every day.” - Dave Wolcott Welcome to this episode of Tactical Friday! In today's episode, Dave Wolcott is back to talk over the practical steps for achieving financial freedom based on the four phases, tactics in applying the rationale behind these strategies, and how exactly we can start this process. Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives busy professionals an opportunity to passively invest in top real estate assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,100 doors with a combined value of over $360 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets. Prior to Pantheon, Dave earned his bachelor's degree from the George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. He learned about investing in commercial real estate as a passive investor 20 years ago and has experienced several market cycles. In today's changing world, Dave is more passionate than ever about helping professionals build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets. [00:01 - 01:05] Opening Segment If you have a platform and you want to create content that DELIVERS, go over tohttp://knightly.productions/ ( knightly.productions)! For the first part of my interview with Dominic, tune in to last Monday's episode [01:06 - 18:51] How Can We Achieve Financial Freedom? The holistic wealth strategy It boils down to four phases: Mindset - uncover your limiting beliefs Increasing IQ - financial, mindset, and health Building an infrastructure Building massive passive income Understand your strengths and weaknesses. Take assessments. Channel your energy to living exponentially. In pursuit of fulfillment Tactics are meaningless without a clear goal. Commit to advance in the four phases. Apply various tactics. The various assets investment How to start Consider where your existing portfolio is. Recognize options such as refinancing and adding equity. [18:52 - 21:02] Closing Segment Connect with Dave (links below) Visit his website, Linkedin, and more! Closing words Key Quote: “Do you wake up every day and you're completely fired up about what you're doing? Right? You don't need an alarm clock? It doesn't take discipline, right? It's not about discipline, it's actually about energy because you have, you know, so much going on that you don't want to stop.” - Dave Wolcott Connect with Dave Visit his website at https://pantheoninvest.com/wealth-strategy/ (https://pantheoninvest.com/wealth-strategy/). Connect with him at https://www.linkedin.com/in/davewalcott (https://www.linkedin.com/in/davewalcott). Check out his book at https://www.amazon.com/Holistic-Wealth-Strategy-Roadmap-Financial/dp/B089CS58F1 (The Holistic Wealth Strategy: Your Roadmap to Financial Freedom) Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue on putting out great content just for you! Share this episode and help someone who wants to expand their leadership capacity or clickhttps://podcasts.apple.com/us/podcast/tactical-leadership/id1498567657 ( here) to listen to our previous episodes. Tactical Leadership is brought to you by Knight Protection Services. A veteran-owned and operated company, with extensive experience in...
“The first step of setting forward in overcoming limiting beliefs is really to understand who you are, how you operate, and how people can best communicate with you, so that you can then communicate really well back.” - Zack Knight Welcome to this solo episode Tactical Leader! In today's episode, I ponder on the conversation with Dave Wolcott regarding the implications of individual mindfulness. It truly shows that understanding our background, habits, personality, and limiting beliefs is the way for us to figure out how we can enhance our capabilities. [00:01 - 00:50] Opening Segment If you have a platform and you want to create content that DELIVERS, go over tohttp://knightly.productions/ ( knightly.productions)! If you haven't listened to last Monday's episode, check it out! [0:51 - 10:21] My Takeaways How background matters I reflect on our background in the military and integrating - Inner drive Discipline Integrity These are used to further enhance capabilities in the business world. The mindset aspect Overcome limitations by focusing on who you are as an individual. Be mindful of being fed with negativity. Check out the Kolbe, Myers-Briggs, and Enneagram assessments! [06:09 - 07:09] Closing Segment Closing words and reminders Tune in this Friday for part 2 of my discussion with Dave where he'll discuss amazing tactics for you to apply Key Quote: “It [understanding yourself] allows you to really get granular about those you're spending time with things that you allow yourself to ingest that from media to content, and especially the social media world. There's so much negativity that goes out there.” - Zack Knight Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue on putting out great content just for you! Share this episode and help someone who wants to expand their leadership capacity or clickhttps://podcasts.apple.com/us/podcast/tactical-leadership/id1498567657 ( here) to listen to our previous episodes. Tactical Leadership is brought to you by Knight Protection Services. A veteran-owned and operated company, with extensive experience in risk assessment and crime prevention. Find out more by visiting https://knightprotectionllc.com/ ( https://knightprotectionllc.com/) If you want to learn how to build a better business check out my website athttps://beatacticalleader.com/ ( Beatacticalleader.com). You can connect with us onhttps://www.linkedin.com/in/zaknight ( LinkedIn),https://www.instagram.com/beatacticalleader/ ( Instagram), or joinhttps://www.facebook.com/groups/BATLgroup/ ( Our BATL Space) and become part of the community.
“Learn as much about yourself as you can so that you're working on your strengths. You're going to be more successful, and really, it becomes more natural for you. And then also, it's really much more fulfilling.” - Dave Wolcott Welcome to another week of Tactical Leader! In today's episode, we have Dave Wolcott talk about his journey towards wealth management with a military background, the principles he carries attached to it, and how we can understand ourselves better to realize how exactly we can make a difference in our lives and an impact on the world. Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives busy professionals an opportunity to passively invest in top real estate assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,100 doors with a combined value of over $360 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets. Prior to Pantheon, Dave earned his bachelor's degree from the George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. He learned about investing in commercial real estate as a passive investor 20 years ago and has experienced several market cycles. In today's changing world, Dave is more passionate than ever about helping professionals build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets. [00:01 - 05:32] Opening Segment If you have a platform and you want to create content that DELIVERS, go over tohttp://knightly.productions/ ( knightly.productions)! Introducing Dave Wolcott Shifting to financial investments and wealth management as a military veteran Finding the same sense of purpose through the transition [05:33 - 11:33] How Life Events Create Financial Impact Delving deeper to the wealth perspective It is about reaching freedom, not just financial. Freedom of purpose Freedom of relationship Freedom of time Dave shares the biggest takeaway from military service A sense of leadership allows you to be comfortable in making decisions. Work with those who have the growth mindset. Transparency is key. [11:34 - 25:51] At the End of the Day, It's All About You A crystal clear vision Think: If you had all the money in the world - What would you be doing? Where would you be? Who would you be with? Think of how to start living like that today. The focus on wealth management Consider the various resources and assets around you to start learning. Dave talks about his book It's about the holistic approach to wealth strategy. Steps towards financial freedom Understanding your Instinctive wiring We don't have to be great at everything. [25:52 - 29:20] Closing Segment The legacy Dave wants to create: Create an impact. Have that transformational moment and live the life you want to live. Connect with Dave (links below) Visit his website, Linkedin, and more! Join us for Tactical Friday! Key Quote: “I love working with people who really have a growth mindset… People who understand… Looking at new ideas. They're open to new ideas. They're open to expanding their beliefs. They're constantly learning, you know, no matter where they are in their journey.” - Dave Wolcott Connect with Dave Visit his website at https://pantheoninvest.com/wealth-strategy/ (https://pantheoninvest.com/wealth-strategy/). Connect with him at https://www.linkedin.com/in/davewalcott (https://www.linkedin.com/in/davewalcott). Check out his book at https://www.amazon.com/Holistic-Wealth-Strategy-Roadmap-Financial/dp/B089CS58F1 (The Holistic...
Dave Walcott is the Founder and CEO of Pantheon Investments, LLC, a private equity firm focused on helping investors achieve financial freedom through investing in tangible real estate assets that provide cash flow, tax efficiency, and diversification from the stock market. Dave started his career as a Marine Corps Officer and is a serial entrepreneur that learned about investing in commercial real estate as a limited partner 20 years ago and has evolved the business to help educate others on the transformative power of cashflow investing. Dave is passionate about helping others build wealth through his experiences, network, and growth mindset. The Pantheon Team enables investors in finding: the right fit investment opportunities deal flow for his investors, and wealth-building coaching. Thank you so much for listening! WE ARE SO GRATEFUL!!!! Our Sponsor: Multifamily Foundation If you are serious about learning how to buy apartment buildings then don't wait, go to www.multifamilyfoundation.com and let us help you build your foundation. Investing for Lifestyle and Legacy: https://www.yarusiholdings.com/ Subscribe To Us On YouTube: https://www.youtube.com/channel/UC1SuXB01d14DC8ZnEWpRQdQ?sub_confi rmation=1 Subscribe To Us on #Libsyn: http://multifamilyfoundation.libsyn.com/website Subscribe To Us on iTunes: https://podcasts.apple.com/us/podcast/the-multifamily-foundation/id1484177595 See acast.com/privacy for privacy and opt-out information.
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