Unlock the secrets to transforming your portfolio with infinite banking! In this episode of the REI Mastermind Network, guest Dave Wolcott shares his journey from traditional wealth strategies to building a diversified, holistic approach to financial freedom. As a real estate investor, entrepreneur, and author of "The Holistic Wealth Strategy," Dave reveals how infinite banking, real estate investing, and alternative assets can help you build true financial freedom.
🎯 Key Takeaways:
💡 Connect with Dave Wolcott!
Visit [holisticwealthstrategy.com](http://holisticwealthstrategy.com) to grab a FREE copy of his book and access valuable resources to guide your real estate investment journey.
🔥 Don’t Miss This:
"Invest in yourself; you are your greatest asset." – Dave Walcott
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CHAPTERS:
00:00 - Introduction
00:21 - Dave's Journey
03:13 - Holistic Wealth Strategy
04:45 - Mindset for Success
06:34 - Wealth Strategy for Real Estate Investors
08:14 - Infinite Banking Explained
10:47 - Understanding 401(k)s
13:08 - Creating Client Visions
16:12 - Virtual Family Office Overview
21:44 - Client Success Story
25:34 - Key Habit for Success
27:45 - Additional Insights
28:34 - Rapid Fire Questions
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