Shows
Real Estate Investing with the REI Mastermind NetworkWhy Infinite Banking Could Transform Your Portfolio w/ Dave WolcottUnlock 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.đŻ Key Takeaways:Learn how infinite banking can create liquidity, control, and tax advantages for real estate investors.Discover why diversification beyond real estate is critical for minimizing risks and...2025-06-2233 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWhy Exiting Your 401(k) Could Accelerate Your WealthIn this special solo episode of Wealth Strategy Deep Dives, Dave breaks down one of the most misunderstood â and often taboo â strategies in traditional retirement planning: the idea of exiting your 401(k). Dave walks you through the math, mindset, and practical considerations behind taking control of your retirement capital and putting it to work in more tax-efficient, high-yielding private investments. Using the brand-new 401(k) Exit Calculator, Dave demonstrates how to objectively analyze your own situation and see whether staying locked into Wall Street truly aligns with your wealth goals. If youâve ever wondered whether your 401(k) is rea...2025-06-2007 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastVision vs. Goals: The Power of Clarity to Shape Your Wealth & LifeToday we have a truly inspiring episode featuring Jennifer Hudye, founder of Vision Driven Global, and one of the leading experts on helping entrepreneurs and high achievers get radically clear on their personal and business visions. Jenniferâs passion for vision work comes from her unique entrepreneurial upbringing in a small Canadian town, where she learned early on the power of crafting a compelling vision for life and business. After bootstrapping her first business and discovering the incredible impact that a vivid, emotionally driven vision had on her success, Jennifer dedicated her career to guiding others in transforming vague dr...2025-06-1850 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastEpisode 8: The Portfolio Framework the Ultra-Wealthy Actually UseIn this Wealth Strategy Deep Dive, Dave Wolcott introduces the Pantheon Wealth Pyramid, a smarter, more strategic way to visualize and structure your wealth. Rather than relying on Wall Street's pie charts, Dave breaks down how this pyramid framework helps investors minimize risk and maximize returnsâstarting with a solid foundation through infinite banking and then layering in cash-flowing, tax-efficient assets like real estate, energy, and private credit. Dave also explains how to think about higher-risk assets like crypto and public equities in your portfolio and why traditional advice often misses the mark. If you're ready to st...2025-06-1308 min
Wealth Strategy Secrets of the Ultra Wealthy Podcast10X Your Business with the Power of CollaborationTodayâs episode features an extraordinary entrepreneur and thought leader, Chad Jenkins. Chad is a prolific business builder, having launched over 50 companies and authored impactful books like "Just Out of Zero" and "Friction Fuel." With a passion for helping other entrepreneurs unlock exponential business growth, Chad brings a fresh perspective on leveraging what he calls âcollaboration currencyââan often overlooked but incredibly powerful asset in both business and personal wealth building. Host Dave Wolcott guides the conversation as Chad shares his unique journey from humble beginnings on a small farm to building multiple thriving businesses. Chad breaks down the...2025-06-1144 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastEpisode 7: The 3 Biggest Wealth Killers (And How to Beat Them)In this solo episode of Wealth Strategy Deep Dives, Dave unpacks the top three reasons most entrepreneurs and investors lose wealth: overpaying in taxes, lack of true diversification, and low financial IQ. Dave reveals how smart tax planningâusing incentives designed for business owners and investorsâcan create exponential returns, and why traditional methods like 401(k)s might be holding you back. He also shares why relying solely on your business or the stock market is risky, and how building your financial IQ can unlock opportunities others miss. From real estate and energy to creative deal structuring, Dave...2025-06-0612 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow to Save Six Figures on College Tuition with Smart Financial Aid StrategiesTodayâs episode is packed with value for anyone thinking about the daunting challenge of college costs. Our guest, Seth Greene, is the founder of HowToFindMoneyForCollege.com and a leading authority in helping families navigate the ever-increasing expenses of higher education. Drawing from his personal journey and years of experience, Sethâs company has helped families save over $30,000 per year, per child, through smart financial aid optimization and strategic planning. Host Dave Wolcott dives deep with Seth, who shares not only his own storyâstarting with his familyâs struggle to pay for Syracuse Universityâbut also the surpri...2025-06-0431 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastEpisode 6: Why Traditional Wealth Planning Is Broken (And What to Do Instead)Todayâs solo episode takes a hard look at whatâs really broken in the traditional wealth planning modelâand why itâs failing so many investors. Dave breaks down the flawed assumptions behind conventional strategies like the 60/40 portfolio, tax deferral, and one-dimensional public market investing. From the dangers of underestimating taxes, fees, and inflation, to the risks of outliving your money, Dave shares why relying on outdated financial advice may be sabotaging your long-term freedom. With his entrepreneurial mindset and deep experience, Dave challenges listeners to think beyond Wall Streetâs narrative. He introduces smarter, more efficient...2025-05-3007 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastStart and Scale a Service Business for Freedom and ProfitTodayâs episode features an insightful conversation with Robin Waite, a seasoned entrepreneur, business coach, and author of Take Your Shot. Robin has helped thousands of coaches, consultants, and service providers build thriving businesses with clarity and purpose. Heâs joined by our host, Dave Wolcott, serial entrepreneur and author of The Holistic Wealth Strategy. Together, they break down one of the most accessible â yet often overlooked â ways to build wealth: launching and scaling a service-based business. Robin brings a unique perspective that combines deep business strategy with powerful lessons on pricing, psychology, and money mindset â two critical a...2025-05-2846 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Navy to Financial Freedom: How Gary McDermid Engineered Passive Wealth with Real Estate & Tax StrategyTodayâs episode features the inspiring journey of Gary McDermid, a former Navy officer turned entrepreneur, real estate investor, and âcash flow engineer.â Host Dave Wolcott welcomes Gary to share how he transitioned from enlisting out of high school to building a life of financial freedomâleveraging real estate, passive income, and smart business acquisitions along the way. Garyâs story is anything but typical. What began with a life-changing piece of advice in Navy âAâ schoolâbuy real estate at every duty stationâset him on the path to replace his active income with cash-flowing assets. Gary opens up abou...2025-05-1443 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Trillionaire Mindset: How AI Can 10x Your Wealth, Time & Business with Mike KoenigsToday we have an exciting episode with a true innovator at the intersection of technology and entrepreneurship: Mike Koenigs. Mike is a renowned serial entrepreneur, bestselling author, investor, and a sought-after thought leader in the world of AI and exponential growth. With accolades like speaking engagements at Peter Diamandis's Abundance360 and close collaborations with visionaries like Dan Sullivan, Mike is at the forefront of helping business owners harness the transformative power of AI to scale with speed and precision. Â Host Dave Wolcott sits down with Mike for a dynamic discussion that goes beyond the basics, b...2025-05-0756 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastSPECIAL EPISODE | Tariffs, Turmoil & Traps: How the Ultra-Wealthy Navigate Market Chaos Without PanicJoining us today is Shuvam Bhaumik, a trusted advisor and a returning favorite to our virtual family office at Pantheon Investments. Shuvam's insights have been instrumental for high net worth individuals navigating the often turbulent and unpredictable waters of the current financial markets. In this episode, your host, Dave Wolcott, and Shuvam delve into the existing state of the markets and how the ultra-wealthy are managing their portfolios during this time of high volatility and uncertainty. Shuvam reveals the importance of creating resilient portfolios and offers invaluable advice on avoiding common psychological traps that lead to emotional...2025-04-3036 min
Point Of Impact With Aaron HaleThe Wealth Strategy the Ultra-Rich Donât Want You to Know With Dave WolcottDisruptor Nation, buckle upâbecause todayâs episode pulls back the curtain on how the top 1% build and preserve wealth without Wall Street, and how you can too. I'm joined by Dave Wolcott, Marine Corps veteran turned elite investor and the visionary behind Pantheon Investments. Daveâs mission? To arm you with the tools, mindset, and strategies the ultra-wealthy use to unlock real freedom. We dive into Daveâs transformationâfrom serving his country to serving fellow entrepreneurs hungry for legacy-level wealth. He breaks down the 4 freedoms we should all be aiming for (spoiler: it's not just financial...2025-04-2355 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastPrecision Health = Precision Wealth: How to Upgrade Your Energy, Focus, and LifespanIn today's episode, we have the privilege of sitting down with Dr. Tracy Gapin, a distinguished health optimization expert and the founder of the Gapin Institute. Dr. Gapin has transitioned from his role as a board-certified urologist to become a leading figure revolutionizing modern healthcare through precision medicine and performance-driven health. His groundbreaking work focuses on utilizing a data-driven, proactive approach to healthcare that uncovers hidden health risks before they become critical issues. Throughout this enlightening episode, Dr. Gapin delves into the current shortcomings of traditional medicine, which often relies on a reactive approach, leaving individuals stuck...2025-04-1644 min
Wealthy Wellthy Podcast#325: Dave Wolcott - The 6 Rules of Wealth: A Millionaireâs Guide to Financial SuccessWatch & Subscribe on YouTubeAre you tired of feeling trapped in the rat race, constantly chasing more money without ever achieving true financial freedom?In this episode of Wealthy Wellthy, Krisstina Wise sits down with Dave Wolcott, author of "The Holistic Wealth Strategy" and expert in creating legacy wealth. Dave shares his journey from corporate America to becoming a successful investor and entrepreneur, driven by the desire to provide financial security for his growing family.The main focus of the conversation is on shifting from traditional financial advice to a more holistic approach...2025-04-1644 min
Jake and Gino Multifamily Investing EntrepreneursFrom Marines to Millions: How Dave Wolcott Built Legacy Wealth | Jake & Gino PodcastJoin Jake and Gino as they dive deep into the Pantheon Holistic Wealth Strategy with special guest Dave WolcottâMarine 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 impactâthis episode is your blueprint.Grab Daveâs book for FREE: https://www.holisticwealthstrategy.com Chapters:00:00 - Introd...2025-04-0749 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastShifting Financial Mindsets: Lisa Smith's Tips for Accelerating Wealth GrowthToday, we're excited to welcome Lisa Smith, a trailblazing financial educator and entrepreneur, to the Wealth Strategy Secrets of the Ultra Wealthy podcast. With an inspiring journey that took her from financial novice to a successful investor, Lisa's story exemplifies the power of strategic investing and mindset shifts. By the age of 45, Lisa achieved financial independence and chose to dedicate herself to empowering others to transform their financial futures. In this illuminating episode, Lisa delves into her unique strategy, "Nibble Bite Gorge," which involves buying more as the market declines, thereby capitalizing on market recoveries. Her forward-thinking...2025-03-2638 min
Business Innovators RadioInterview with Dave Wolcott, Founder And CEO of Pantheon InvestmentsDave 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, a...2025-03-1221 min
Recession Resistant Real Estate RadioWhat The Ultra Wealthy Are Hyperfocused On In 2025 With Dave WolcottâWe often think about wealth as the financial capital that we have. But true wealth is really defined by also having spiritual capital, human capital, physical capital, and emotional capital to live a fulfilling life. â ~Dave Wolcott~ Most of us have stories of life changing moments, especially when children are born. For Dave Wolcott it was when his TRIPLETS were born! Now that is a life changing experience!  Check out Daveâs story and his book on how and why to ditch the traditional mindset of investing and up y...2025-02-2133 min
The Very Real Estate Effect Investing in QuebecBuilding Holistic Wealth with Dave WolcottWhat 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 wasnât enough. Â 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...2025-01-3124 min
Real Estate Mogul, M.D.S3 E8 The Holistic Wealth Strategy: A Roadmap to Financial Freedom with Dave WolcottSend us a textIn this conversation, Dave shares his journey towards understanding holistic wealth and the importance of creating a legacy. He outlines a five-phase strategy for building wealth, emphasizing the need for a growth mindset, financial education, and creating a solid infrastructure for wealth management. The discussion also covers alternative investments, the concept of infinite banking, and the benefits of self-directed IRAs. Dave highlights the significance of having a comprehensive vision for achieving financial freedom and the transformative impact of his strategies on clients' lives.Takeaways  Wealth means creating a l...2025-01-2841 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Financial Success to True Wealth: A Real Estate Millionaire's Journey to Inner Freedom with Hannah HammondToday we have an exceptional episode lined up featuring Hannah Hammond. Hannah is not only a real estate entrepreneur but also a seasoned private lender. Her journey from financial hardship to financial freedom is nothing short of inspiring. Starting from a young age, Hannah's motivation was fueled by the financial difficulties her family faced. This drive led her to read "Rich Dad, Poor Dad" at just 13, sparking her interest in real estate investing and entrepreneurship. Hannah's path to multimillionaire status highlights not just financial success, but also deep personal development and self-awareness. Throughout her journey, she discovered...2025-01-2246 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastStrategic Tax Planning for High Earners: Master Insights from the Tax GoddessToday we have an exceptional guest, Shauna Wekherlien known as the "Tax Goddess". Shauna is a leading mind in the realm of tax strategy, boasting an impressive record of over $1.68 billion in client tax savings. Tune in now for a deep, educational dive into advanced tax planning techniques. Shauna, a former astrophysics professional turned tax strategist, shares her incredible journey and the profound experiences that led her to where she is today. Her expertise stretches far beyond traditional tax preparation, introducing listeners to a world where tax strategies can significantly enhance wealth-building efforts and financial stability. 2024-11-2750 min
Wealth BuildHers PodcastHolistic Wealth with Dave WolcottWhat if true wealth isnât just about accumulating assets, but about living a life of choice and purpose? Dr. Felecia Froe and wealth strategist Dave Wolcott explore how alternative investment strategies can unlock freedom in all areas of life. Wolcott shares insights on building passive income and viewing wealth as a tool to achieve financial goals and deeper personal fulfillment. Ready to align your finances with the life you want? Listen in to discover a blueprint for holistic wealth that empowers you to live intentionally and freely. 00:00 - Redefining Wealth: A Journey Beyond Traditional In...2024-11-2034 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastRevolutionary Real Estate Strategies In Achieving Financial IndependenceTodayâs guest is Matt Theriault, renowned for his transformative insights into financial independence where he shares his remarkable journey from bagging groceries to achieving financial freedom through real estate investment. In this engaging episode of the Wealth Strategy Secrets of the Ultra Wealthy podcast, Matt shares how an unexpected career switch, inspired by the book "Rich Dad, Poor Dad" by Robert Kiyosaki, completely reshaped his perspective on wealth building. Transitioning from a music industry downturn to real estate, Matt discovered the power of passive income and strategic investments. Matt delves into strategies that go be...2024-11-1342 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFunctional Medicine EXPERT Reveals Ultimate Health and Longevity Secrets | Sachin PatelToday we have an enlightening episode featuring Sachin Patel, a visionary in the functional medicine space. In this episode, they delve into a fascinating discussion that challenges traditional healthcare models and advocates for a patient-centered, proactive approach to health. Dave and Sachin aren't just talking about staying healthyâthey're diving deep into actionable strategies that can help you transform your life. Sachin shares the principles of functional medicine with real-world applications and success stories, stressing the importance of metabolic health and how only 7% of the U.S. population meets the criteria for being metabolically healthy. Th...2024-10-3048 min
THINK Business with Jon DwoskinThe Wealth Playbook: Dave Wolcottâs Guide to Building Real Wealth and Living an Extraordinary Life 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...2024-10-1419 min
The Lifestyle Investor - Investing, Passive Income, Wealth206: How to Build Wealth Like the Top 1% with Dave WolcottHave you ever been told that maxing out your 401(k) and diversifying into stocks and bonds is the safest path to wealth?Today, Iâm speaking with Dave Wolcottâentrepreneur, investor, and founder of Pantheon Investmentsâwho 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 pe...2024-10-0344 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Tiger Woods to Richard Branson: How Dr. Jeff Spencer Shapes ChampionsToday we have an extraordinary lineup featuring special guest Jeff Spencer, a name that resonates with the pinnacle of peak performance. Jeff is a renowned Olympic hopeful turned peak performance coach with over 400,000 hours of expertise and a Master's in Sports Science. His incredible journey includes helping win 40 gold medals, top awards for entertainers, and legendary success for entrepreneurs. Jeff's insights can benefit not only elite athletes but anyone aspiring to excel in different facets of life. The episode delves deep into Jeff's early inspirations and his transformative experiences with remarkable mentors who shaped his p...2024-10-0259 min
Real ReturnsImpact of a Holistic Wealth Strategy through Freedom of Money, Purpose, Time, and Relationships | Dave WolcottWhat is true financial freedom and how can it go beyond just wealth? Â In this episode, Dave Wolcott, founder and CEO of Pantheon Investments, dives deep into what true wealth and freedom mean. Dave shares his journey from a Marine Corps captain to a leading figure in the investment world, revealing the ultra-wealthy's strategies to achieve financial success and holistic freedom. He emphasizes the importance of mindset, strategy, and creating a vision that encompasses financial independence and freedom of time, relationships, and purpose. This episode provides actionable insights for anyone looking to reframe their thoughts o...2024-10-0226 min
Mailbox Money ShowHow to Cultivate a Wealth Mindset for Success - Dave Wolcott, David Morgan, Tom BurnsGet 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...2024-09-2357 min
Innovate & Overcome: Unleashing PotentialRedefining Wealth: A Holistic Approach to Success | Dave WolcottHow Dave Wolcott Overcame $72,000 Debt and Built a Holistic Wealth Framework
Episode 14
In this episode, I sit down with Dave Wolcott, a former Marine turned entrepreneur, to discuss his remarkable journey from corporate America to the tech industry and eventually to his own consulting business. Dave shares a compelling story about how he faced a $72,000 debt while transitioning industries with a young family of triplets and an 18-month-old. Through resilience and innovative thinking, he not only negotiated the debt down but also turned the situation into a profitable consulting opportunity.
As we delve...2024-09-2052 min
Hustle & Flowchart: Mastering Business & Enjoying the JourneyThe Wealth Hacker: Unlocking Financial Freedom with Dave WolcottWe're back and in this episode, Dave Wolcott shares the significance of having a mindset that promotes holistic wealth, exploring both mental and financial health. Dave also talks about strategic investment tactics to reduce tax burdens and build passive incomes. His background and career journey add valuable context to his strategies, making them relatable and actionable for our listeners. Dave Wolcottâs Morning and Evening Routines Dave advises having an automatic pilot-like morning routine that includes exercise, meditation, and journaling. He strongly encourages investing in oneself, particularly in health, mindset, and financial IQ. According to Dave, consistent ha...2024-09-1752 min
Helping The Brave PodcastFinancial Wisdom from the Marine Corps: Dave Wolcott's Wealth StrategyJoin Ed Parcaut and special guest Dave Wolcott in this enlightening episode of "Helping The Brave."** Dive into a timeless framework for understanding and building wealth, applicable across all market cycles, and learn about the various types of capital that extend beyond just financial gains. ### đ ď¸ Key Topics Covered: - **Wealth-Building Framework:** Dave Wolcott shares his time-tested strategies for accumulating and maintaining wealth in any market condition. - **Types of Capital:** Discover why intellectual, physical, spiritual, and emotional capital are just as crucial as financial capital. - **Financial Literacy:** Learn how knowledge and valuesâor the lack thereof...2024-09-1731 min
Helping The Brave PodcastFinancial Wisdom from the Marine Corps: Dave Wolcott's Wealth StrategyJoin Ed Parcaut and special guest Dave Wolcott in this enlightening episode of "Helping The Brave."** Dive into a timeless framework for understanding and building wealth, applicable across all market cycles, and learn about the various types of capital that extend beyond just financial gains. ### đ ď¸ Key Topics Covered: - **Wealth-Building Framework:** Dave Wolcott shares his time-tested strategies for accumulating and maintaining wealth in any market condition. - **Types of Capital:** Discover why intellectual, physical, spiritual, and emotional capital are just as crucial as financial capital. - **Financial Literacy:** Learn how knowledge and valuesâor the lack thereofâimpact generations, using exa...2024-09-1731 min
Agents Building CashflowEP 165: How to Build Legacy Wealth with Dave WolcottWealth building visionary and author of The Holistic Wealth Strategy, Dave Wolcott, shares his personal journey from following the conventional financial path to discovering how the ultra-wealthy build legacy wealth. He outlines his five-phase wealth strategy, emphasizing the importance of mindset, financial IQ, asset repositioning, and building multiple passive income streams. Dave also provides practical insights into tax-efficient investing and leveraging tools like infinite banking. Tune in to discover actionable steps to achieve financial freedom and legacy wealth!Key takeaways to listen to:The importance of shifting focus from making money to p...2024-09-1639 min
Cashflow Ninja847: Dave Wolcott: The Value Of A Virtual Family OfficeMy 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...2024-09-0939 min
Capital HackingE357: Building Holistic Wealth with Dave WolcottIn this episode of Capital Hacking, the hosts, Josh McCallen & John Edwin, interviews Dave Wolcott, the author of "The Holistic Wealth Strategy." Dave shares his journey from the Marine Corps to corporate America and eventually into the world of alternative investments. He emphasizes the importance of mindset, community, and access to building wealth and achieving financial freedom. Dave discusses the concept of Infinite Banking and the multiplier effect in investments. He also introduces the idea of a virtual family office, providing access to exclusive advisors and vetted investment opportunities.Dave's book, "The Holistic Wealth Strategy," offers a...2024-08-2933 min
THINK Business with Jon DwoskinThe ONE: Key Insight with Dave Wolcott 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:Â @jdwoskin Facebook:Â https://www.facebook.com/jonathan.dwoskin Instagram:Â https://www.instagram.com/thejondwoskinexperience/ Web...2024-07-0702 min
THINK Business with Jon DwoskinMini Business Course: The Holistic Wealth Strategy with Dave Wolcott 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:Â @jdwoskin Facebook:Â https://www.facebook.com/jonathan.dwoskin Instagram:Â https://www.instagram.com/thejondwoskinexperience/ Website:Â https://jondwoskin.com/LinkedIn:Â https://www.linkedin.com/in/jondwoskin/ Email:Â jon@jondwoskin.com Get Jonâs Book:Â The Think Big Movement: Grow your business big. Very Big! Â Connect wi...2024-07-0402 min
THINK Business with Jon DwoskinMini Life Course: Tips for Financial Freedom with Dave Wolcott 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 itâs about personal growth, career development, or a specific skill. Watch the full episode Connect with Jon Dwoskin: Twitter:Â @jdwoskin Facebook:Â https://www.facebook.com/jonathan.dwoskin Instagram:Â https://www.instagram.com/thejondwoskinexperience/ Website:Â https://jondwoskin.com/LinkedIn:Â https://www.linkedin.com/in/jondwoskin/ Email:Â jon@jond...2024-06-1505 min
Mailbox Money ShowPassive Investing - Dave WolcottGet 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...2024-04-1535 min
Thrive LouD with Lou DiamondDave 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. 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...2024-04-0326 min
The Intelligent Investor PodcastThe Intersection of Wealth and Well-being with Dave WolcottIn 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 â leadership, teamwork, and integrity â 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 over...2024-02-2737 min
The Next-Level Income ShowEp 192: The Holistic Wealth Strategy with Dave WolcottJoin us for an empowering episode featuring Dave Wolcott, a former Marine Corps Captain turned entrepreneur and wealth strategist. Dave's journey from military service to fatherhood of triplets sparked a quest to decode the wealth-building strategies of the top one percent.
As the Founder and CEO of Pantheon Investments, Dave shares insights from his book, "The Holistic Wealth Strategy," offering a blueprint for true prosperity and purpose-driven living. Discover how Dave's innovative approach to passive investing in real estate and alternative assets provides stability, tax efficiency, and substantial returns, offering a compelling alternative to stock market volatility.
Contact our guest:
...2024-02-2731 min
PassivePockets: The Passive Real Estate Investing Show155: Building Holistic Wealth with Dave Wolcott â Strategies Beyond the 401(k)
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...2024-02-1146 min
The Wealth Without Wall Street PodcastWhen Failure is Not an Option with Dave WolcottWhen faced with a challenging situation, what would you do if failure was not an option? It takes courage to take major leaps in life, but not taking action can lead to failure. In this episode, Dave Wolcott shares how he pivoted when he woke up in an unexpected scenario, going from having one child to having four children overnight. Discover how he quickly decided to change his financial situation to support his growing family. If you need inspiration to pursue your financial goals, this episode with Russ, Joey...2024-01-0432 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHolistic Wealth Strategies: Special 100th Milestone EpisodeWelcome 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...2024-01-0346 min
Keeping It Real-Estate ShowThe Holistic Wealth Strategy with Dave WolcottDave 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...2024-01-0224 min
What Are You Made Of?Strategies of the Ultra-Wealthy: A Conversation with Dave WolcottIn this enlightening episode, join our host, Mike C-Roc, in a captivating conversation with the remarkable Dave Wolcott. A former Marine Corps officer turned entrepreneur, Dave is the author of the groundbreaking "Holistic Wealth Strategy" and the esteemed host of the top-rated podcast, "Wealth Strategy Secrets of the Ultra-Wealthy."
The episode kicks-off with a warm welcome as Dave shares insights into his holistic approach to building wealth and leading an extraordinary life. The duo reflects on their connection through mutual networks and the power of collaboration in reaching new heights.
2023-12-0131 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWealth Strategies for Abundant Growth: Crafting Wealth Without Wall StreetIn todayâs episode Dave Wolcott, Joey Mure, and Russ Morgan delve into the transformative power of passive income and the journey towards financial freedom. Joey Mure, a seasoned serial entrepreneur, shares his insights gained from co-founding ventures like Wealth Without Wall Street and Wake Up In Birmingham. He emphasizes the importance of financial liberation through passive income, a philosophy he explores in his upcoming book, "Wealth Without Wall Street, 3 Steps to Freedom Through Passive Income."Â Russ Morgan, Founder and Partner at Wealth Without Wall Street, brings his dynamic perspective to the conversation. Known for his...2023-11-2955 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastStrategies of the Elite: Financial Playbook for Executives and Business OwnersToday we had the privilege of sitting down with Frank B. Hanna, Jr., ChFCÂŽ, Private Wealth Advisor, who brought a wealth of knowledge and experience to the table. Frank is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management, catering to a select group of individuals, executives, and privately held business owners. With over 15 years of experience in the restaurant/hospitality industry, operating family-owned establishments in Fenwick Island, Delaware, Ocean City, and Salisbury, Maryland, he transitioned into the financial world in 2007. Launching a financial consulting firm within his family business, Frank began providing invaluable g...2023-11-2234 min
Multifamily InsightsThe 5 Phases of Building Wealth with Dave Wolcott, Ep. 557Dave 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...2023-11-1737 min
How Did They Do It? Real EstateSA813 | Holistic Investing Done Right with Dave WolcottLearn to invest in alternative investments in todayâs episode with Dave Wolcott. Donât 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...2023-10-2732 min
Bourbon DepartedWolcott Rickhouse Reserve BourbonEpisode 12: Wolcott Rickhouse Reserve
Wolcott Rickhouse Reserve Kentucky Straight Bourbon is a bourbon whiskey produced by Wolcott/Clear Springs Distilling/Barton 1792/Buffalo Trace/Sazerac in Kentucky. The brand was founded in 2014 by brothers Chris and Matt Wolcott, who are both fifth-generation.
Wolcott Rickhouse Reserve Bourbon is made from an unknown mash bill (likely high rye). The whiskey is aged for a minimum of four years in new American oak barrels and then bottled at 120 proof.
Wolcott Rickhouse Reserve Bourbon has a deep amber color...2023-10-1324 min
Get Your FILL, Financial Independence and Long LifeFinancial Security for Your Family with Dave WolcottWant to build wealth like the top 1%?
Listen to Dave Wolcottâs journey to becoming ultra-wealth through investments and his business.
Watch the video!
About Dave:
A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship.
Â
Connect with Dave:
www.pantheoninvest.com
https://podcasts.apple.com/us/pod...2023-08-0749 min
The IDEAL Investor Show: The Path to Early RetirementEp 92 How to build a Holistic Wealth Strategy with Dave WolcottMore 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, i...2023-08-0439 min
Perennial PrideSecrets of the Ultra-Wealthy with Dave WolcottToday, 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 Daveâs background looks like 03:15 The inception of his entrepreneurial journey, triggered by dissatisfaction with co...2023-08-0338 min
Accelerated Real Estate Investor376: A Holistic Wealth Strategy to Build a Legacy and Enjoy Unlimited Freedom with Dave WolcottWhen today's guest and his wife had triplets, he was inspired to challenge the traditional financial wisdom of Wall Street and create a path towards financial freedom. Dave Wolcott is a former Marine Corps captain and the creator of the Pantheon Holistic Wealth Strategy. Heâs built several successful businesses, and has a knack with finding real estate and alternative investment assets that yield predictable cash flow, tax efficiencies, and positive equity growth. Dave is also the host of the great Wealth Strategy Secrets of the Ultra Wealthy podcast, as well as the author of The...2023-07-0435 min
The Active Duty Passive Income PodcastHolistic Wealth Strategies With Dave Wolcott âEp 303Drawing from his book "The Wholistic Wealth Strategy," this week's guest Dave Wolcott shares invaluable insights and actionable strategies for achieving holistic wealth. Get ready to embark on a journey as Dave opens up about his personal transition from a military background to the corporate world, revealing the mindset shifts necessary for building wealth. Together, they explore the five phases of wealth building, providing a roadmap for listeners to follow on their own path to financial prosperity. But it doesn't stop there. Discover the power of creating a strong infrastructure and assembling a dedicated team to support your wealth-building...2023-07-0358 min
Investing In The U.S.RG 352 - Investing in Oil & Gas: What You Need to Know â w/ Dave WolcottWhat 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 âThe Holistic Wealth Strategy, a Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life,â 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 mini...2023-06-2140 min
Soar Higher With Jason BallardE62: You Are Your Biggest Asset w/ Dave WolcottWhen Dave Wolcott advises his clients to invest in themselves, he is not speaking figuratively.As the founder and CEO of Pantheon Investments, Dave helps people utilize the same wealth-building tools that the wealthy employ to expand and secure their fortunes. Dave evangelises the idea of holistic wealth: being wealthy also means being healthy and happy. Today, he shares his perspective with Jason as the two dive into the oft-misunderstood world of investing. Highlights include:Dave lays out his 5-phase approach to wealth creation.We explore the idea of finding your Massive Transformational Purpose (MTP) and how...2023-06-1950 min
Let Your Ears Be the Gateway to Knowledge With Full AudiobookHolistic Wealth Strategy Audiobook by Dave WolcottListen to this audiobook in full for free onhttps://hotaudiobook.com/freeID: 692075
Title: Holistic Wealth Strategy
Author: Dave Wolcott
Narrator: Todd Ethridge
Format: Unabridged
Length: 03:58:31
Language: English
Release date: 05-24-23
Publisher: Authors Republic
Genres: Business & Economics, Career Development, Business Development
Summary:
Are you an entrepreneur seeking freedom of money to live the biggest future you can dream of? To have freedom of purpose to do what fascinates and motivates you in life? And to have freedom of time and relationship? Its time to get out of the Wall Street casino and take back control of your financial future.
In...2023-05-243h 58
Grab the Essential Full Audiobooks in Self-Improvement, Career DevelopmentThe Holistic Wealth Strategy by Dave WolcottPlease visithttps://thebookvoice.com/podcasts/1/audiobook/692075to listen full audiobooks.
Title: The Holistic Wealth Strategy
Author: Dave Wolcott
Narrator: Todd Ethridge
Format: Unabridged Audiobook
Length: 3 hours 58 minutes
Release date: May 24, 2023
Genres: Career Development
Publisher's Summary:
Are you an entrepreneur seeking freedom of money to live the biggest future you can dream of? To have freedom of purpose to do what fascinates and motivates you in life? And to have freedom of time and relationship? Itâs time to get out of the Wall Street casino and take back control of your financial future. In The Holistic Wealth Strategy: A Framework fo...2023-05-243h 58
Grab the Essential Audiobooks in Self-Improvement, Career DevelopmentThe Holistic Wealth Strategy by Dave WolcottPlease visit https://thebookvoice.com/podcasts/1/audiobook/692075 to listen full audiobooks. Title: The Holistic Wealth Strategy Author: Dave Wolcott Narrator: Todd Ethridge Format: Unabridged Audiobook Length: 3 hours 58 minutes Release date: May 24, 2023 Genres: Career Development Publisher's Summary: Are you an entrepreneur seeking freedom of money to live the biggest future you can dream of? To have freedom of purpose to do what fascinates and motivates you in life? And to have freedom of time and relationship? Itâs time to get out of the Wall Street casino and take back control of your financial future. In The Holistic Wealth Strategy: A Fr...2023-05-2405 minListen to Latest Full Audiobooks in Business & Economics, Business & Career DevelopmentThe Holistic Wealth Strategy by Dave WolcottPlease visithttps://thebookvoice.com/podcasts/1/audiobook/692075to listen full audiobooks.
Title: The Holistic Wealth Strategy
Author: Dave Wolcott
Narrator: Todd Ethridge
Format: Unabridged Audiobook
Length: 3 hours 58 minutes
Release date: May 24, 2023
Genres: Business & Career Development
Publisher's Summary:
Are you an entrepreneur seeking freedom of money to live the biggest future you can dream of? To have freedom of purpose to do what fascinates and motivates you in life? And to have freedom of time and relationship? Itâs time to get out of the Wall Street casino and take back control of your financial future. In The Holistic Wealth Strategy: A Fr...2023-05-243h 58
Listen to Latest Full Audiobooks in Business & Economics, Business & Career DevelopmentThe Holistic Wealth Strategy by Dave WolcottPlease visit https://thebookvoice.com/podcasts/1/audiobook/692075 to listen full audiobooks. Title: The Holistic Wealth Strategy Author: Dave Wolcott Narrator: Todd Ethridge Format: Unabridged Audiobook Length: 3 hours 58 minutes Release date: May 24, 2023 Genres: Business & Career Development Publisher's Summary: Are you an entrepreneur seeking freedom of money to live the biggest future you can dream of? To have freedom of purpose to do what fascinates and motivates you in life? And to have freedom of time and relationship? Itâs time to get out of the Wall Street casino and take back control of your financial future. In The Holistic Wealth Strategy: A...2023-05-2405 minCashflow Ninja777: Dave Wolcott: Wealth Strategy Secrets of the Ultra-WealthyMy 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...2023-05-0851 min
The Gold Collar InvestorThe Holistic Wealth Strategy w/ Dave WolcottDave 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 âThe Holistic Wealth Strategyâ 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 futur...2023-04-2438 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow To Build Legacy Wealth & Unlimited FreedomA 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...2023-04-1950 min
Massive Passive Cash Flow PodcastEpisode 195: Protecting and Multiplying Your Wealth, with 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 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, t...2023-04-1937 min
Financial Survival NetworkStrategizing for Wealth and Freedom - Dave Wolcott #5773Summary: Weâre always looking for different ways to invest and achieve financial goals, and this episodeâs 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, itâs crucial to mitigate risk and maximize the opportunities that are arising. Dave describes his companyâs 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 achi...2023-04-0416 minKerry Lutz's--Financial Survival NetworkStrategizing for Wealth and Freedom - Dave Wolcott #5773Summary: Weâre always looking for different ways to invest and achieve financial goals, and this episodeâs 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, itâs crucial to mitigate risk and maximize the opportunities that are arising. Dave describes his companyâs 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 achi...2023-04-0416 min
The REI Diamonds Show-Real Estate Investment PodcastEpisode 214: Dave Wolcott: Helping Entrepreneurs Protect and Multiply Their Wealth Through the Pantheon Holistic Wealth StrategyEpisode: 214 âDave Wolcott: Helping Entrepreneurs Protect and Multiply Their Wealth Through the Pantheon Holistic Wealth StrategyâGuest: Dave Wolcott is the Founder and CEO of Pantheon Investments. After serving the country as a Captain in the Marine Corps, Dave and his wife hit the baby lottery-having triplets. This inspired Dave to challenge the traditional financial planning advice of Wall Street.  Over the past 20 years Dave has founded several business, invested in alternative assets and created The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra wealthy and having freedom of time, money & relationship.Big...2023-03-3150 min
Ice Cream with InvestorsThe Holistic Wealth Formula: How To Build Wealth Like The Top 1% With Dave WolcottBuilding 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...2023-03-2037 min
The Real Estate JAM"The Holistic Wealth Strategy" w/ Dave Wolcott Being financially secure may seem out of reach for many people, but it's possible! So how can you do it? Join JD and Melissa as they speak with Dave Wolcott about the holistic wealth strategy. There are several steps you can take to achieve financial security. It isn't always easy, but you can become financially secure with the right moves! Stay tuned! Â Here's what to expect on the podcast: What is a holistic approach to wealth? How can you achieve financial security? Why should you start looking for an alternative investment? Understanding the different t...2023-03-0621 min
The Jay Young ShowEp. 96: Unlocking Freedom and Building Wealth with Dave WolcottIn this episode, Jay talks with guest Dave Wolcott of Pantheon Investments about the limitations of investing in equities and provides insights into how listeners can gain control and autonomy over their wealth. He introduces the concept of a three-dimensional investment strategy that involves asset classes with tax efficiency, predictable passive income, and forced depreciation. They also discuss Dave's book, The Holistic Wealth Wealth Strategy, which aims to help entrepreneurs and investors tenfold their wealth and create unlimited freedom. To learn more about the Holistic Wealth Strategy visit: https://pantheoninvest.com/wealth-strategy/ Listen to the Jay Young Show's entire archive...2023-03-0134 min
The Jay Young ShowEp. 96: Unlocking Freedom and Building Wealth with Dave WolcottIn this episode, Jay talks with guest Dave Wolcott of Pantheon Investments about the limitations of investing in equities and provides insights into how listeners can gain control and autonomy over their wealth. He introduces the concept of a three-dimensional investment strategy that involves asset classes with tax efficiency, predictable passive income, and forced depreciation. They also discuss Dave's book, The Holistic Wealth Wealth Strategy, which aims to help entrepreneurs and investors tenfold their wealth and create unlimited freedom.To learn more about the Holistic Wealth Strategy visit:https://pantheoninvest.com/wealth-strategy/2023-03-0134 min
Payback TimeS3E12 - Dave Wolcott - How to reduce taxes by 100% through private equity investingDave 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...2023-02-1642 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow An Abundance Mindset Leads to an Epic LifeJustin Breen is Founder/CEO of the global PR firm BrEpic and exclusive connectivity platform BrEpic Network. The purpose of his life is to be a connecting superhero for every visionary, abundance, investment-mindset entrepreneur who shares their stories with the world. Justin Breen is an active member of Strategic Coach 10x and Abundance 360 Summit. Dr. Peter Diamandis wrote the foreword for Justin's latest book, Epic Life, which made the Wall Street Journal/USA Today Bestseller Lists. In this episode, Justin Breen uncovers the art of unlocking your potential by focusing on what you do best. H...2023-02-1542 min
Self Storage InvestingAlternative Framework for Multigenerational Wealth Building - Dave WolcottSend us a textFigure 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 investor2023-02-0331 min
Wealth Matters By Alpesh Parmar307: Offset Active Income by Investing in Oil & Gas with Dave WolcottDave 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...2023-02-0235 min
Real Estate Investing DemystifiedExiting Your 401k To Invest In Real Estate Syndications And Other Alternative Investments - Dave WolcottThere is a huge difference between rich people and wealthy people. Do you want to be rich or wealthy? Our guest today has a strategy to help you build your wealth. In this episode, Dave Wolcott, the CEO of Pantheon Investments, discusses exiting your 401k to invest in real estate syndications and other alternative investments. Dave also shares his tax strategy and talks about the infinite banking as one of the wealth strategies wealthy people have been using. For more insights on wealth building with real estate, tune in to this episode now!Get...2023-02-0150 min
The Real Estate Syndication ShowWS1527: How to Protect and Grow Your Investments | Dave WolcottWith 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 familyâs 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...2022-12-2628 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWhy Increasing Your Financial IQ Increases Your Net WorthAs both a residential and commercial real estate investor, Dave Seymour has become one of the most recognizable experts in his field. Â 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 Seymourâs series âFlipping Bostonâ posted the highest ratings ever for the A&E network at the time of airing. Â Dave has been sought after as a âtell it like it isâ men...2022-11-2144 minCashflow Ninja753: Dave Wolcott: Opportunity Investing In Times Of CrisisMy 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...2022-11-2145 min
StoryFinance Podcast w/ Casey SilveriaE12 Dave Wolcott - Infinite Banking & Other Wealth Management StrategiesDave 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...2022-11-0931 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHolistic Strategies for Creating WealthIn 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!  2022-09-2637 min
The Raising Capital ShowSecrets To 10Xing Investor Relationships With Dave WolcottOn 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 youâll discover: Why traditional institutions like Wall Street and the mass media donât 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...2022-08-2435 minCashflow Ninja738: Dave Wolcott: Oil & Gas Cashflow, Appreciation & Tax EfficiencyMy 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 i...2022-08-0849 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow to Offset Your W2 Income to Zero with Oil & GasPete Snell is a disciple of Jesus. Husband. Father. Growth Fixer. Mountain Bike Crash Magnet! In collaboration with King's CEO Jay Young, Peter focuses on prioritizing the lens of the partner and scaling the business. Peter's role centers on the disciplines of Partner Relations, Strategy, Marketing, and Sales. He founded and led a company through 2.3X average annual growth for 3 consecutive years, served as Co-creator and Lead Fundraiser of the Robert W. Campbell Award. Personally closed $339M new business revenue in a 5-year span, led 2 different sales teams to above-annual-quota performance. Pete takes us through...2022-06-0648 min
Real Estate Runway050: Holistic Entrepreneurship: 4 Steps to Financial Freedom with Dave WolcottAre you looking for ways to protect your income streams with safe alternative methods? In this weekâs episode, CEO and founder of Pantheon Investments Dave Wolcott will shed light on how he helps busy professionals passively invest in top real estate assets. Dave is also the author of âHolistic Wealth Strategyâ, which outlines the steps and strategies into achieving financial freedom.   Letâs jump right in and learn the holistic approach to growing your wealth! Getting to know Dave [00:01 â 5:16]  Debunking the conventional wisdom Freedom of purpose, relationship, and location [5:16 - 22:44...2022-04-2027 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow to Double Down on Your Strengths and Achieve ExcellenceDaveâs personal coach joins our podcast today! With his background in manufacturing and chemical engineering, Gary Mottershead believes itâs important for specialists to consider themselves entrepreneurs first. Gary founded GCP Industrial Products and today has become a forward-thinking, digital-first inspired industry leader. He has been a Strategic Coach client for over 30 years and associate coach for over 25! Gary shares his insights into the world of entrepreneurship, he gives us a message on how we need to focus on our strengths and use them as a key component in seizing opportunities, âWhen we work on our weaknes...2022-04-1843 min
Lions Guide PodcastEstablishing a Wealth Mindset with Dave WolcottOn 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 Fo...2022-03-021h 21
The School of Cash FlowAchieving Legacy Wealth Through Alternative Investing With Dave WolcottAll 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.2022-01-2047 min
Capital HackingE101: How to Create a Wealth Strategy Through Alternative Investments with Dave WolcottDave Wolcott is a wealth strategy expert in the alternative investment space. He is also founder of Pantheon Investments, which specializes in multifamily real estate syndications. Dave joins us to talk about embracing alternative investment strategies and the advantages they have over Wall Street. He also breaks down his 5-part curriculum for building your own wealth strategy and has created a downloadable ebook, available on his website. We also learn about real estate tax advantages and dissect Robert Kiyosakiâs âcashflow quadrantâ for becoming financially free.Reference LinksPantheon Investmentshttps://pantheoninvest.com/P...2020-04-0338 min
True MultifamilyE14: Dave Wolcott - He creates wealth strategies for long term success!This episode is part of a series recorded at PodMAX, an event that connects podcast hosts and entrepreneurs within the real estate space who have fascinating stories to share.Dave Wolcott, Founder and CEO of Pantheon Investments, joins True Multifamily to explain how to leverage real estate investing using The Pantheon Holistic Wealth Strategy. He breaks down the importance of having a big vision and desire to live a life of financial freedom, abundance, and fulfillment. Dave tells a story of how to create a framework within a strategy, building a team that adds expertise in implementing...2020-03-0921 minCashflow Ninja579: Dave Wolcott: The Framework You Need To Build Holistic WealthMy 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 i...2020-03-0942 min