Today, Tom is joined by Dave Wolcott: Author, podcast host, and founder and CEO of Pantheon Investments to talk about entrepreneurs building wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow and tax efficiency. Tom and Dave talk about shifting paradigms to find success and freedom in life and own their futures so they can achieve and invest more than they thought possible. Tune in today!
Highlights
00:07 Who is Dave Wolcott?
01:50 What Dave's background looks like
03:15 The inception of his entrepreneurial journey, triggered by dissatisfaction with conventional financial advice
05:50 Dave's journey into entrepreneurship
07:36 Core things that center around freedom and freedom in our lives
11:42 The importance of having a vision encourages people not to wait for a tragic event to take control of their lives
20:02 How uncertainty and lack of control over future taxes, fees, and inflation rates can lead to financial stress and insecurity
25:21 The concept of a syndication and how individuals can invest in large properties through fractional shares.
28:19 Ineffectiveness of limiting investments to conventional options like 401(k)s
31:30 How he came across and started practicing Infinite Banking
32:56 Things he learned about the ultra-wealthy
Episode Resources
Call to Action
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