Podcast
Holistic Wealth
What if true wealth isn’t 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.
Financial Wisdom from the Marine Corps
Join 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. ### 🛠️ 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 values—or the lack thereof—impact generations, using examples like lottery winners and sports heroes.
The Value Of A Virtual Family Office
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.
How to Build Wealth Like the Top 1%
In this episode, Dave Wolcott, founder of Pantheon Investments, reveals how the wealthiest invest, focusing on alternative assets rather than the stock market. He shares his journey to financial freedom and explains his 5 Phases of Holistic Wealth, a strategy for building and preserving wealth through passive income and smart asset allocation. Dave also highlights the importance of tax-free investments and passing on these principles to future generations.
Impact of a Holistic Wealth Strategy
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 on wealth and freedom.
How to Build Legacy Wealth
In 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.
Redefining Wealth: A Holistic Approach to Success
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.
Building Holistic Wealth
In 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.
The Wealth Hacker: Unlocking Financial Freedom
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.
The Investor’s Edge: Proven Strategies to Thrive in Any Market
Are you struggling to figure out your next move in today’s unpredictable real estate market? With interest rates fluctuating and the ever changing market, how can you ensure your investments are on the right track? Eddie took a deep dive into these challenges with Dave Wolcott from Pantheon Investments, a wealth strategy expert who’s been studying how the ultra-wealthy navigate through uncertain times for over 20 years. They discuss a powerful five-phase strategy that covers everything from transforming your mindset and maximizing your capital, to building an unbreakable financial foundation and generating massive passive income.
How to ACTUALLY Invest In 2024
This episode covers key lessons from the Marine Corps, strategies for borrowing against life insurance, and the Wholistic Wealth Strategy for comprehensive financial health. It highlights the importance of belief, health, and habits for success, along with tax strategy, estate planning, and asset protection. The discussion also includes asset repositioning for diverse investments and the advantages of being a specialist rather than a generalist. Overall, this episode provides valuable insights into managing and protecting wealth effectively
Build Your Property Empire: A Holistic Wealth Strategy
In this episode of The Richer Geek Podcast, the discussion centers on optimizing portfolio allocation by focusing on key sectors and diversifying within them to reduce risk. The guest highlights alternative investment strategies, including private credit, as a way to achieve steady cash flow and high growth, independent of the stock market. The episode also covers how to leverage market uncertainty, build a wealth pyramid with strategies like Infinite Banking, and define financial certainty to create a stable financial future.
Discover Holistic Wellness at AcuEastWest Health Labs – Your Path to Optimal Health Begins Here!
At East West Health, they are dedicated to helping you achieve optimal health through a holistic approach. Their state-of-the-art lab tests provide comprehensive insights into your body’s unique needs, allowing expert practitioners to create personalized wellness plans. Whether you’re looking to boost your energy, improve your digestion, or manage chronic conditions, their cutting-edge diagnostics and integrative treatments are designed to support your journey to better health. Discover the power of holistic wellness and take the first step towards a healthier you.
Author Spotlight: A holistic wealth strategy for living an extraordinary life
This episode discusses the wealth strategies of the ultra-wealthy, focusing on holistic approaches to building legacy wealth and living an extraordinary life.
“Pantheon Investments”
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.
The Holistic Wealth Strategy
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.
When Failure is Not an Option
When 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.
The Next-Level Income Show
Raise your Income, investments, and life to the next level! Do you want to live life on your own terms? Financially independent people have assets that generate income greater than their expenses. We explore ways how people have increased their income and net worth to achieve financial independence (and how you can too).
Revolutionize Your Finances:Wealth Through the 5-Phase Holistic Wealth Strategy
🚀Engaging Discussion with 𝐃𝐚𝐯𝐞 𝐰𝐨𝐥𝐜𝐨𝐭𝐭 ,𝐅𝐨𝐮𝐧𝐝𝐞𝐫 𝐚𝐧𝐝 𝐂𝐄𝐎 𝐨𝐟 𝐏𝐚𝐧𝐭𝐡𝐞𝐨𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 · 🔍 Join us on an exclusive journey as we unveil the keys to maximizing profits in the next era of real estate.🏡✨ 𝐃𝐚𝐯𝐞 Focuses on helping entrepreneurs achieve exponential wealth and unlimited freedom through strategies such as portfolio structuring, establishing a clear vision, infinite banking for tax-efficiency, private lending options, expert advice on merchant cash, and repositioning assets..🌟👨👩👧👦
The Holistic Wealth Strategy
In this episode of the “Holistic Wealth Strategy” podcast, Dave Wolcott discusses alternative ways to build wealth beyond traditional financial planning. Drawing on his background as a Marine Corps Captain and entrepreneur, Wolcott emphasizes the benefits of investing in real estate and alternative assets. He highlights strategies for creating predictable cash flow, ensuring tax efficiency, and achieving financial stability by moving away from the volatility of the stock market. This episode is particularly geared toward entrepreneurs seeking a reliable wealth-building approach.
The What Are You Made Of Show with Mike C-Roc
Join me on “The What Are You Made Of? Show” where we share the ingredients of what went into making my guests and myself who we are. We will be sharing stories,aiming to help you reflect on your own past experiences, uncovering your true strength and resilience. This podcast is designed for those interested in Entrepreneurship and Personal Development, offering insights into performance, persistence, and inspiration. It’s not just entertaining; it’s a valuable resource for your journey of self-discovery and closing the gap between where you are and where you are capable of being.
The 5 Phases of Building Wealth
In this episode of the “Multifamily Insights” podcast, Dave Wolcott outlines the five phases of wealth building, focusing on creating a secure financial foundation. He shares insights into making informed financial choices, managing 401k plans, and the importance of diversifying investments. Wolcott also discusses his holistic approach to wealth, emphasizing the need for freedom of money, purpose, time, and relationships. This episode is valuable for anyone interested in sustainable wealth-building strategies.
Holistic Investing Done Right
Invest Smarter, Not Harder
Investing can be a daunting task, especially for beginners. There are so many different investment options to choose from, and it can be difficult to know where to start. However, there are a few simple tips that you can follow to invest smarter, not harder. That’s what we learned from our guest Dave Wolcott! If you want to learn all the good advice he has, watch this episode!
Real Estate Investing for Cash Flow
How to Build a Holistic Wealth Strategy
Our Guest for today, Dave Wolcott, is going to explain to us the 5 Phase Approach in Building a Holistic Lifestyle. CEO and founder of Pantheon Investments Dave Wolcott enlighten us on how he helps busy professionals passively invest in top real estate assets. 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.
The Elite’s Holistic Wealth-Building Strategy
Secrets of the Ultra-Wealthy
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!
You Are Your Biggest Asset
When clients are advised to invest in themselves, it’s meant in a literal sense. The focus is on using wealth-building tools that expand and secure fortunes, emphasizing that true wealth encompasses health and happiness. The episode delves into a 5-phase approach to wealth creation, explores the concept of finding one’s Massive Transformational Purpose (MTP), and offers specific steps to grow and secure wealth today.
Investing in Oil & Gas: What You Need to Know
Alternative Asset Investing in 2023
Are You Focused On Growth Or Longevity In Your Portfolio?
The 5 Phase Approach for Achieving Exponential Wealth
Protecting and Multiplying Your Wealth
Protecting Your Assets and Building Wealth via Leverage
This podcast episode features Dave Wolcott, who transitioned from serving as a Marine Corps Captain to becoming a wealth-building entrepreneur. Inspired by the birth of his triplets, he questioned traditional financial advice and now focuses on helping entrepreneurs invest in real estate and alternative assets. His approach aims to provide predictable cash flow, tax efficiency, and potential growth as a more stable alternative to the stock market. Wolcott is also an author, podcast host, and founder of Pantheon Investments.
Helping Entrepreneurs Protect and Multiply Their Wealth Through the Pantheon Holistic Wealth Strategy
In this episode, Dave Wolcott shares his journey from Marine Corps Captain to wealth-building entrepreneur. Inspired by having triplets, he challenged traditional financial advice and created the Pantheon Holistic Wealth Strategy. The discussion centers on building wealth through passive investments in real estate and alternative assets, focusing on tax efficiency, cash flow, and protection from stock market volatility. The episode also explores strategies like oil and gas investing and infinite banking.
The Holistic Wealth Strategy
The Holistic Wealth Formula: How To Build Wealth Like The Top 1%
Building 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, 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, highlighting how they are both art forms that require creative thinking. Whether you’re an entrepreneur, investor, or just curious about wealth-building strategies, this episode is full of valuable insights and strategies to financial freedom. Tune in now.
The Holistic Wealth Strategy
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!
How to reduce taxes by 100% through private equity investing
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.
Unlocking Freedom and Building Wealth
In 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.
The Holistic Wealth Strategy With Private Equity Investor
Dave Wolcott and his team at Pantheon Investments have been helping investors build their wealth for years. They focus on finding the best-in-class operators and partnering with them to offer a wide range of investment opportunities. This allows them to meet the needs of their investors no matter what their goals may be. Find out what The Holistic Wealth Strategy is all about. Listen and learn!
Exiting Your 401K To Invest In Real Estate Syndications And Other Alternative Investments
There 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!
TT – Holistic Strategies for Creating Wealth
In this Topical Tuesday’s episode, I spoke with Dave Wolcott who is the CEO of Pantheon Investments, where he helps investors to achieve financial freedom through developing alternative wealth strategies that provide cash flow, tax efficiency and diversification from the stock market.
Opportunity Investing In Times Of Crisis
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.
The Framework You Need To Build Holistic Wealth
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.
Holistic Entrepreneurship: 4 Steps to Financial Freedom
Are you looking for ways to protect your income streams with safe alternative methods? In this week’s 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 “Holistic Wealth Strategy”, which outlines the steps and strategies into achieving financial freedom.
Infinite Banking
From full time job to multi-family, Dave Wolcott explains how multi-family and your personal time are some of the crown jewels in real estate. He proposes a new rinse and repeat strategy commonly referred to as Infinite Banking. The way Dave Wolcott simplifies this syndication option will have you going out to start this process tomorrow.
Tactical Friday: Achieving Financial Freedom (Second Episode)
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.
How to Infuse Insights From The Wealthiest One Percent
In today’s episode, you’ll learn from Dave Wolcott, who will share the key insights and backstory behind his book, The Holistic Wealth Strategy.” He’ll also explain how you can get into the right mindset and make a start on your path towards attaining the rewards that will come from following Dave’s wealth strategy, and discuss the tax benefits of investing in the energy sector.
Offset Active Income by Investing in Oil & Gas
Dave 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.
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.
Oil & Gas Cashflow, Appreciation & Tax Efficiency
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.
How to Create a Wealth Strategy Through Alternative Investments
Pantheon Investments, LLC, foundaer and CEO Dave Wolcott talks about embracing alternative investment strategies and the advantages they have over Wall Street. We also learn about real estate tax advantages and dissect Robert Kiyosaki’s “cashflow quadrant” for becoming financially free.