Achieving Wealth with the Holistic Wealth Strategy a 5 Phase Approach
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 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.
In this episode we’re discussing…
[1:54] What got him into financial planning?
[3:54] Dave’s path to becoming an investor
[5:52] Strategies for building a portfolio
[11:10] Asset repositioning and taxes
[13:38] Creating massive passive income through cash flow
[15:45] How to multiply your wealth on a much lower risk
[20:34] The tax benefits of a partnership
[25:11] Where can people find the book?
Resources from Dave
Pantheon Invest | LinkedIn Dave Wolcott | Facebook Pantheon Invest | Instagram | YouTube | Wealth Strategy Secrets Podcast
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 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.