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17 episodes with pantheon investments
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4 episodes with pantheon investments
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2 episodes with pantheon investments
2 episodes with pantheon investments
2 episodes with pantheon investments
2 episodes with pantheon investments
2 episodes with pantheon investments
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 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
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
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
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
Today, we have a remarkable guest with us, Dustin Baker, a true visionary entrepreneur who has been making waves in the health and fitness industry for over a decade. Dustin's journey is nothing short of inspiring as he acquired BioProtein Technology, aiming to revolutionize natural wellness. His extensive collaboration with elite athletes, physicians, and military personnel underscores his commitment to optimizing human health. As the founding president of BioProtein Technology and BioPro+, Dustin has spearheaded the development of the first non-synthetic alternative to HGH and peptide treatments, promising faster, easier, and safer results. During our conversation, Dustin shares his passion for reshaping the industry with breakthrough alternatives to prescription Human Growth Hormone (HGH) and peptide treatments. His brainchild, BioPro+, stands as a testament to his dedication to providing safe and effective solutions for vitality and longevity. What sets Dustin apart is not just his entrepreneurial spirit but also his unwavering commitment to empowering individuals without compromising safety. Through his leadership, BioPro+ has emerged as an unparalleled beacon of innovation in the field of natural wellness. In this episode, we talked about: Dustin's entrepreneurial journey in the health and fitness industry His vision to revolutionize natural wellness and personal thoughts about anabolic and catabolic workouts The promise of BioPro+ for faster, easier, and safer results compared to synthetic alternatives Insights into Dustin's morning routine, his leadership and entrepreneurial strategies Connect with Dustin: Linkedin: https://www.linkedin.com/in/dustin-baker-31585a82/ Website: https://www.bioproteintech.com/ Email: INFO@BIOPROTEINTECH.COM Instagram: https://www.instagram.com/bioproteintech/?hl=en 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 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 had the privilege of hosting Brent Kesler, a former chiropractor turned financial expert who has transformed his life through the revolutionary Money Multiplier (TMM) Method. His passion for this financial concept led him to become a dedicated teacher of the method, with the goal of helping individuals take control of their financial destinies. Regardless of income level, Brent believes that everyone should have access to the TMM Method to manage and grow their wealth. During the episode, he delved into the intricacies of the method, explaining how individuals can recycle, recapture, and maintain total control of their hard-earned dollars. Brent provided insights on avoiding fractional reserve banking and outlined a strategy to reclaim all the money spent on every car purchased for oneself and their family for a lifetime. Listen now to gain valuable insights from Brent's expertise, you will discover a powerful financial strategy that will empower you to take charge of your financial lives. In this episode, we talked about: How he successfully paid off a staggering $984,711 in third-party debt within just 39 months The specifics of Infinite Banking Concept as a process and not an investment His concept on how to recycle, recapture, and maintain total control of hard-earned dollars through The Money Multiplier Method Strategic advice and insights to manage multiple whole-life policies Connect with Brent: Linkedin: https://www.linkedin.com/in/thebrentkesler Website: https://www.themoneymultiplier.com/ Resources: https://www.themoneymultiplier.com/resources Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990 Youtube: https://www.youtube.com/@the.money.multiplier/about Facebook: https://www.facebook.com/themoneymultiplier 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/
In this episode, we had the pleasure of hosting Daniel Brown, the visionary CEO of Brownstone in Austin. Daniel, originally from the UK, shared his incredible journey of becoming an American entrepreneur, family man, and a leader in the real estate industry. Daniel's background as the former CEO of a $150 million UK jewelry chain brings a unique perspective to his current role. Since relocating to the US in 2015, he has immersed himself in various aspects of the real estate market, dealing in 9 states and working on rentals, fix-and-flips, and new construction projects. Daniel shared his belief in personal growth and holistic health. He emphasized the importance of mindset and effort in achieving success and happiness. Daniel dreams of a future where everyone moves closer to their ultimate potential, and his long-term thinking and action-oriented nature have been instrumental in Brownstone's success over the last 5 years. As the head of Brownstone, Daniel also discussed the company's mission to create stunning spec homes that prioritize design, quality, and health. If you're interested in the intersection of real estate, personal growth, and holistic health, you won't want to miss this insightful conversation! In this episode, we talked about: The importance of mindset and vision in your overall wealth strategy His personal advice and insights about the hierarchy of needs The business model of Brownstone and his experience as an entrepreneur The importance of knowledge, taking action and practical tips to maximize your true potential Connect with Daniel: Linkedin: https://www.linkedin.com/in/daniel-brown-75a62929/ Website: https://brownstoneci.com/ Email: hello@brownstoneci.com Instagram: https://www.instagram.com/brownstone_capital_investments/ Contact number: (833) 277-8663 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/
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/
In this episode, we were honored to have Jim Pfeifer, one of the founders of Left Field Investors and the esteemed host of the Passive Investing from Left Field podcast, join us. A seasoned professional in the realm of finance, Jim's journey from a conventional financial advisor to an innovative thought leader in passive investing is an inspiring chronicle of change and enlightenment. With a solid background in traditional financial advising, Jim once presided over the typical spectrum of wealth management, diligently shepherding the fiscal well-being of his clients through the peaks and valleys of the market. It was Jim's transformative shift toward passive investing that truly distinguished his career, marking the emergence of a reformed financial advisor with a dynamic, more expansive vision of wealth accumulation. Recognizing the limitations within the industry, Jim fervently adopted a new financial creed, advocating for the untapped potential that passive investment strategies entail. His expertise has become a powerful magnet, attracting those eager to learn how to navigate the passive investment landscape effectively and secure their financial futures outside the bounds of traditional investment dogma. In this episode, we talked about: His background and shift to real estate investing Navigating current investment challenges The importance of building investor community and networking His personal investment Strategies and goal-setting Connect with Jim: Linkedin: https://www.linkedin.com/in/jimpfeifer/ Website: https://www.leftfieldinvestors.com/ Facebook: https://www.facebook.com/groups/707143386663412 Contact: https://form.jotform.com/240043543616045 Podcast: https://open.spotify.com/show/6eHJDWnVXKxFYWwVp0y1kE 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/
In this episode, we had the pleasure of hosting Ian Djuric, a titan in both waste management and real estate industries. Ian's journey from revolutionizing waste management to overseeing the Djuric Family Office's vast portfolio offers invaluable insights into rapid, scalable growth and efficient operations. Ian's career trajectory is a testament to his prowess in transforming companies into multimillion-dollar ventures. From the rapid ascent of Waste Market Group to a staggering $40M in annual revenue within two years, to the creation and sale of Bob's Trash Service to an industry competitor after reaching 12,000 customers and $3M in three years, Ian's ability to catalyze exponential growth is exceptional. During our conversation, Ian shared insights into his strategies for driving growth, managing operations, and fostering a culture of excellence. His expertise in operations leadership, sales management, and team development provided a goldmine of wisdom for businesses aiming to scale rapidly while maintaining efficiency and quality. Ian Djuric's story is an inspiring testament to the possibilities of visionary leadership, meticulous operations management, and unwavering dedication. Tune in to this episode for a masterclass on scaling businesses and optimizing operations for sustained success. In this episode, we talked about: His transition from waste management to overseeing the Djuric Family Office. The importance of building and nurturing high-performing teams Integrating values into company culture and decision-making processes. Ian's predictions and insights into the economic and market landscape for 2024. Connect with Ian Djuric: Linkedin: https://www.linkedin.com/in/ian-djuric/ Company website: https://blakecapitalgroup.com/ Contact: https://blakecapitalgroup.com/contact/ Instagram: https://www.instagram.com/blakecapital/ Facebook: https://www.facebook.com/BlakeCapitalGroup Email: info@blakecapitalgroup.com 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/
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
Today's amazing guest is Chad Johnson, the embodiment of leveraging business success to create an extraordinary life. Chad's story isn't just about elevating his family's business to new heights; it's a testament to using entrepreneurial vision to nurture relationships and achieve balance. As the "Chief Inspiration Officer" of Ceramic Decorating Company, Chad's journey reflects a compelling blend of reviving a legacy business, fostering a self-managing team, and embracing the philosophy of Strategic Coach® to redefine success. In our conversation, Chad emphasized the true wealth derived from leaving a legacy of enriched relationships and a life filled with purpose. He also shared the value of a growth mindset and a thirst for continuous learning plus insights on the significance of prioritizing faith, family, and personal fulfillment. Chad's personal experiences transcend traditional business strategies, offering a blueprint for achieving success that encompasses personal fulfillment, meaningful relationships, and a well-balanced life. His experiences and adoption of Strategic Coach principles serve as a guiding light for individuals seeking holistic success in both their professional and personal spheres. In this episode we talked about: His Giant 5 Priorities in Life Returning to their family's business and his adoption of Strategic Coach principles Personal commitment to prioritizing relationships and work-life balance Fueling growth and implementing proven strategies for success True wealth derived from enriched relationships and a life filled with purpose Connect with Chad: G5 Summit: Https://G5Summit.com Linkedin: https://www.linkedin.com/in/chad-johnson-4747a92a/ Website: https://www.strategiccoach.com/ Family Business: https://www.ceramicdecoratingco.com/ Big Ski Family: https://www.thebigskifamily.com/ Instagram: https://www.instagram.com/thegiant5guy/ 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/
In this episode, we dive deep into financial liberation with Parker Pursell, a true advocate for breaking financial barriers. Parker's journey from corporate mentoring at Chick-Fil-A to a pivotal role at Pursell Farms, coupled with a newfound passion during the COVID-19 pandemic, led him to helm eQRP, a beacon for individuals seeking financial freedom. Parker shares his inspiring narrative, illustrating how his personal journey informs his commitment to helping others become elevated versions of themselves. His servant leadership mindset shines as he empowers physicians, business professionals, and investors to discover their paths toward financial autonomy. Central to our discussion is the Enhanced Qualified Retirement Plan (EQRP), a revolutionary system challenging the status quo. Parker sheds light on how the EQRP provides a robust retirement solution and invaluable education that has traditionally been withheld from the workforce. He articulates how this system isn't merely about retirement; it's a gateway to a fulfilling, secure, and joyful life beyond one's career. Throughout this episode, Parker emphasizes the importance of transcending limitations imposed by conventional retirement plans. He offers insights, strategies, and a refreshing perspective on achieving financial security and contentment in later years. In this episode we talked about: His journey from corporate mentoring at Chick-Fil-A and his shift towards guiding others to financial freedom through eQRP Understanding the Enhanced Qualified Retirement Plan (EQRP) and its pivotal role in revolutionizing retirement solutions for professionals and businesses The main difference between eQRP versus Self Directed IRAs How to set up an eQRP tailored to individual and businesses The importance of educating yourself, breaking free from financial constraints and achieving your financial goals. Connect with Parker Pursell: Website: https://eqrp.com/ Linkedin: https://www.linkedin.com/in/parker-pursell/ Financial Underdogs Podcast: https://open.spotify.com/show/6w4c8huzThFNlS7qPdw6RZ?si=966db116297240f6&nd=1&dlsi=0ad48fa8099e4562 Company Linkedin: https://www.linkedin.com/company/eqrp/ Contact: https://eqrp.com/contact/ Email: support@eqrp.com 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/
In this episode, we had the privilege of having Mr. Rick Jordan. A magnetic CEO whose ascent to the zenith of success was forged through unwavering determination and a treasury of hard-earned wisdom. Rick's journey reads like a saga of triumph, highlighted by appearances on nationwide networks including CBS, Fox, NewsNation, and Cheddar, solidifying his status as a sought-after personality in the business realm. As the founder of ReachOut, Rick's efforts took the company from its startup phase to a publicly traded entity, an accomplishment achieved without the reliance on external funding from private equity firms. Throughout our captivating conversation, Rick generously shared invaluable insights on various pivotal aspects of his journey to success. One highlight was his deep dive into the business framework that catapulted ReachOut to the organization that it is today. His strategic approach, encompassing innovative methodologies and a relentless focus on execution, served as a blueprint for entrepreneurial success. We also talked about investor's self-limiting beliefs and mindset. Rick delved into the psychology that often hampers investors, exploring the subtle yet potent barriers that hinder their success. His keen observations illuminated the significance of mindset in navigating the volatile landscape of investments. In this episode, we discuss: His company's journey from startup to a publicly traded company Recognition and overcoming of self-imposed limitations for investor's confident decision-making The importance of a transformative mindset in navigating current market fluctuations His daily routines and productivity hacks optimizing efficiency and time management Connect with Rick Jordan: Website:https://www.rickjordan.tv/ Facebook: https://www.facebook.com/mrrickjordan Youtube: https://www.youtube.com/channel/UCe2_SL846ZeMvI5PMaOL5bg Instagram: https://www.instagram.com/mrrickjordan/?hl=en Linkedin: https://www.linkedin.com/in/mrrickjordan/ Podcast: https://www.rickjordan.tv/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/
In today's episode, we have Shannon Robnett, the illustrious Founder and CEO of SRI (Shannon Robnett Industries) and the esteemed host of Robnett's Real Estate Rundown. With a remarkable career spanning over 27 years, Shannon's footprint in the real estate industry surpasses $425MM in construction projects. Shannon's expertise encompasses a wide spectrum, from multifamily housing to pivotal infrastructure like city halls, schools, and industrial complexes. His passion for delivering quality projects coupled with an adept understanding of syndication principles illuminated the path toward lucrative investments. Shannon Robnett is undeniably a trailblazer, providing a roadmap for anyone aspiring to thrive in the world of real estate and achieve unparalleled financial success. Throughout this conversation, Shannon divulged invaluable insights into syndicated real estate and the compelling advantages of tax-incentivized investing. His dedication to economic trend analysis and astute financial strategies is evident in his track record, consistently delivering top-tier projects that generate multiple streams of passive income for his syndicate partners. Shannon also shared his insights on leveraging commercial real estate for sustainable wealth creation. His grasp of these subjects unveils a wealth of knowledge that not only educates but also empowers individuals seeking financial freedom through real estate. In this episode, we discuss: Understanding the dynamics and benefits of syndicated real estate investments Leveraging tax incentives (45L Tax Credit) for optimizing investment returns and reducing liabilities Shannon's approach to achieving financial freedom through real estate investments His insights into analyzing economic trends for informed investment decisions Connect with Shannon: Website: https://shannonrobnett.com/ Facebook: https://www.facebook.com/shannon.robnett.14 Instagram: https://www.instagram.com/shannonrayrobnett/ Linkedin: https://www.linkedin.com/in/shannonrobnett/ Youtube: https://www.youtube.com/user/MrShannonrobnett Podcast: https://shannonrobnett.com/podcast-new/ Email: info@shannonrobnett.com 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
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
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
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
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
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.
Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients. After Stephen received his degree at Portobello Business College in Dublin, Ireland, he held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives. When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore where they advise clients on gold, silver purchasing and storage. Stephen bravely traveled to Wall Street in the 90s and stood out as a financial disruptor at the technology department. Stephen drew upon his mother's impressive entrepreneurial spirit, which enabled him to powerfully protect their capital while learning invaluable skills along the way. Stephen advocates for gold and silver investing as the key to protecting wealth. He explains that while often overlooked, gold has immense value - it's more than just a commodity; it is money! Understanding its current market perspective today can be an advantageous strategy in increasing one's finances. Don't miss out on this wonderful episode with Stephen! In this episode we discuss: Getting to know Stephen and how his journey started. Stephen's perspective on gold and where we are heading today. Understanding the process to buying gold Security Protocols for the vaults What's the process to invest in GoldCore Connect with Stephen Flood: Website: www.goldcore.com Twitter - https://twitter.com/GoldCore Facebook - https://www.facebook.com/GoldCore/ LinkedIn - https://www.linkedin.com/in/stephen-flood-544905/ YouTube - https://www.youtube.com/user/GoldCoreLimited Special Audience Giveaway: www.goldintheusa.com 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
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
Casey Meyeres is a Tax Partner with ProVision serving successful business owners, entrepreneurs, professionals, and investors with tax and wealth planning to help achieve their goal of financial freedom. With over 24 years of experience in public accounting, ranging from tax and audit compliance and consulting for a broad range of public and privately held companies, business owners, and high net worth individuals. The tax season is coming up and you're looking for ways to save on taxes? This episode is for you! With Casey's comprehensive knowledge of different industries, you will be able to find which strategy works best with potential investments in order to lower those pesky bills you receive from Uncle Sam every year. Casey takes you through the ins and outs of tax strategies to help you save money. He provides detailed information about how depreciation impacts your wealth's bottom line, as well as what steps are next for those interested in exploring this avenue - tax efficiency! With the wealth of opportunities available to W2 employees, it's easy for side hustlers and entrepreneurs alike. As long as you have that entrepreneurial spirit Casey is there with a helping hand! Tune in now and don't miss out on this amazing episode. In this episode we discuss: Casey's background and wealth journey. Casey's wealth strategy and how it has worked for him. Tax strategies for investing in oil & gas. Bonus depreciation and other advanced tax strategies. Creating a side hustle as part of your tax strategy. Casey's biggest wealth strategy advice for tax efficiency. Connect with Casey Meyeres: www.provisionwealth.com Call: 480-467-4400 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
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/
As both a residential and commercial real estate investor, Dave Seymour has become one of the most recognizable experts in his field. His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations including CBS, ABC, CNBC, FOX News, and CNN. The New York Times reported that Dave Seymour's series ‘Flipping Boston' posted the highest ratings ever for the A&E network at the time of airing. Dave has been sought after as a ‘tell it like it is' mentor and motivator in the real estate world with a track record of unmatched success everywhere he reaches. Dave Seymour has been investing in multifamily properties for years now, but he really started taking it seriously after attending seminars and following the advice of those who knew what they were talking about. The first step is always education; without that there's no results-driven strategy. To make sure you're learning from both successes as well as mistakes, Dave suggests being willing to ask uncomfortable questions to educate and not speculate. Stay tuned as Dave Seymour will share his multifamily investing expertise with you in this informative and entertaining episode! In this episode we discuss: Dave Seymour's background and how he started. Dave's aspiration and advice for wealth creation. Dave's analysis on the benefits of investing in multifamily. Dave's philosophy to accelerate your wealth strategy. Connect with Dave Seymour: Website: https://www.freedomventure.com/ Call: 781-922-4418 Twitter - https://twitter.com/daveseymour343?lang=en LinkedIn - https://www.linkedin.com/in/daveseymour343/ Facebook - https://www.facebook.com/DaveSeymourLive Fan Page - https://www.facebook.com/yourflippingguy Instagram - https://www.instagram.com/daveseymour343/?hl=en 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
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/
Ben Fraser is responsible for capital markets at Aspen Funds, a macro-driven alternative investment firm, having raised $100MM+ from investors over the past several years. Ben has experience as a commercial banker and underwriter, as well as working in boutique asset management. Ben is a contributor on the Forbes Finance Council. He is also a co-host of the Invest Like a Billionaire™ podcast. Ben reveals the many benefits of investing in alternative assets, and how it can help you build your wealth through tax efficiency and predictable cash flow! He doesn't only uncover the principles of investing, he also shares the massive benefits of different asset classes and their opportunities the ultra wealthy have been implementing for decades. Opportunities like investing in oil and gas support another macro trend, with the lack of supply paired with long term global demand and the lack of infrastructure to meet the demand. Mr. Fraser shares some insights on the benefits of investing in this asset class and further shares his perspective on the current inflationary climate. You'll learn everything you need to know about macro economic trends and alternative assets with Ben, don't miss out on this fueled episode! In this episode we discuss: Ben's background and journey to how it all started. Ben's principles of investment. Oil & Gas trends and what you need to know to invest. Insights on the current inflation environment. Fraser's piece of advice to accelerate your wealth. Connect with Ben Fraser: https://aspenfunds.us 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
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
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!
“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...
“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 a passionate entrepreneur and investor with a commitment to deliver value, build meaningful relationships and make a difference. As the Founder & CEO of Pantheon Investments, LLC he oversees the corporate mission to help investors achieve financial freedom through investing in tangible real estate assets that provide cashflow, low risk, diversification from the stock market, tax efficiency, and attractive returns. He has been investing and growing in the multifamily real estate syndication space for over 15 years and has evolved the business to help educate others on the transformative power of cashflow investing for financial freedom. Dave is also the Founder and CEO of Confiance, a consulting firm and a proven leader with extensive experience in leadership, business development, and operations in the technology sector. He served as a former Captain in the US Marines and earned his BA from the George Washington University. He lives in Virginia with his wife and four kids who are active real estate investors. This episode was recorded live at https://podmax.co (PodMAX. Experience the event for yourself!) Learn more about your ad choices. Visit https://megaphone.fm/adchoices (megaphone.fm/adchoices)
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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