Podcasts about holistic wealth strategy

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 -

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

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 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.

Welcome to another episode of Wealth Strategy Secrets of the Ultra Wealthy, today I am honored to bring you a conversation that dives deep into the core of holistic wealth-building strategies. Joining me are Josh McCallen and John Edwin, as we explore the pillars of success that can help you achieve financial freedom and stability. In this episode, I share the transformative insights I've gained over the years, from investing in alternative assets like oil, gas, and real estate, to founding Pantheon Investments. You will also learn about my bestselling book, "The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life," which distills these experiences into actionable strategies. Join us as we go beyond the numbers and delve into holistic strategies that encompass financial, intellectual, human, social, and emotional capital. Learn how you can achieve unprecedented freedom to live an extraordinary life. Don't miss this opportunity to elevate your wealth-building journey. To access more insights and exclusive resources, visit pantheoninvest.com and get your free copy of my book at holisticwealthstrategy.com. Thank you for tuning in and let's unlock the secrets to building legacy wealth together! In this episode, we talked about: My transition from the Marine Corps to discovering alternative investments Core principles of the Holistic Wealth Strategy that can guide you towards financial freedom Innovative investment methods, such as infinite banking, that provide financial resilience The Virtual Family Office concept, designed to offer high-net-worth services at accessible levels Click here to learn more: https://pantheoninvest.com/episode137

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

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 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.

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)

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***

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!

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

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

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

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

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 

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.

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  

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.

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  

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

Dave's personal coach joins our podcast today! With his background in manufacturing and chemical engineering, Gary Mottershead believes it's important for specialists to consider themselves entrepreneurs first. Gary founded GCP Industrial Products and today has become a forward-thinking, digital-first inspired industry leader. He has been a Strategic Coach client for over 30 years and associate coach for over 25!  Gary shares his insights into the world of entrepreneurship, he gives us a message on how we need to focus on our strengths and use them as a key component in seizing opportunities, “When we work on our weaknesses, we will have strong weaknesses”, Gary shares, emphasizing the importance of moving up by achievement.  Later Gary unfolds the concept of 4 Freedoms! He discusses how these 4 key points can take you where you can make a difference as an entrepreneur and achieve excellence that is driven with purpose and passion!    In this episode we discuss:  Gary's journey to entrepreneurship and where it all began.  The format of DOS and its powerful dimensions.  What unique ability is and how you can leverage it.  Gary's philosophy on a Holistic Wealth Strategy.  The concept of 4 Freedoms.  Join Gary for this episode and find out how your entrepreneurial life can be turned around!   Connect with Gary Mottershead:  https://www.gcpindustrial.com https://www.gcpindustrial.com/podcasts/ https://www.linkedin.com/company/gcp-industrial-products/ https://www.facebook.com/gcpindustrial/      Kolbe Test to Determine Unique Ability: www.kolbe.com  Unique Ability Book from Strategic Coach: https://www.amazon.com/Unique-Ability®-2-0-Discovery-Define/dp/1897239416/ref=sr_1_1?crid=T5CT9C0IZPUT&keywords=unique+ability+2.0&qid=1647535626&sprefix=unique+ability%2Caps%2C84&sr=8-1   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-s... Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/pant... Youtube: https://www.youtube.com/channel/UC8Es... Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealt... Email: info@pantheoninvest.com