EP87: The Elite’s Holistic Wealth-Building Strategy - Dave Wolcott
Curious about the money-making secrets of the top 1%? Join Dave Wolcott as he unveils the proven income-generation method favored by the wealthiest people, which goes beyond conventional financial approaches. Tap in to discover how to make passive income streams that lead to lasting wealth and freedom!
- A great perspective on how to migrate to wealth
- 5 phases of holistic wealth-building
- What you don’t know about the traditional ways of building wealth
- How the ultra-wealthy structure their wealth-building plan
- Top 3 steps for vetting private syndication sponsors and operators
Resources/Links Mentioned In This Episode
- Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Paperback
- Rich Dad's CASHFLOW Quadrant by Robert T. Kiyosaki | Kindle and Paperback
- The Holistic Wealth Strategy by Dave Wolcott | Kindle, Paperback, and Hardcover
About Dave Wolcott
Dave Wolcott's journey began as a Marine Corps Captain. Inspired by his triplet experience in 2000, he questioned conventional financial wisdom and started to unravel the wealth-building strategies of the top one percent. Over two decades, he founded multiple businesses, delved into alternative investments, and crafted The Pantheon Holistic Wealth Strategy—a guide to achieving unparalleled prosperity and holistic freedom.
Today, as the CEO of Pantheon Investments, Dave aids entrepreneurs in passively building wealth through real estate and alternative assets. His book, "The Holistic Wealth Strategy," unveils a blueprint for authentic affluence and an extraordinary life. Hosting the "Wealth Strategy Secrets of the Ultra-Wealthy" podcast, Dave steers others away from stock market volatility towards dependable cash flow, tax efficiency, and growth.
Connect with Dave
- Website: Pantheon Investments
- Podcast: Wealth Strategy Secrets of the Ultra Wealthy | Apple Podcasts and Spotify
- Youtube: Pantheon Invest
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Sponsors
Bangerter Financial Services, Inc
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Sponsor Disclosure:
Securities offered through Concorde Investment Services, LLC, member FINRA/SIPC. Bangerter Financial is independent of Concorde. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Investments in real estate may be speculative, illiquid, and carry a high degree of risk – including the potential loss of the entire investment. Please consult the appropriate professional regarding your individual circumstance.
