Podcast


Are You Focused On Growth Or Longevity In Your Portfolio? Interview With David Wolcott

We interview David Wolcott this week where we discuss holistic financial planning and whether it is more important for your portfolio to be invested for growth or longevity. The answer might surprise you. Here’s what you need to know…

The 5 Phase Approach for Achieving Exponential Wealth with Dave Wolcott

Passive income can provide a steady stream of income that can help individuals maintain financial stability, especially during times of crisis, such as a job loss or unexpected expenses.
 
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 Wall Street’s traditional financial planning advice. He then started an obsessive journey to understand how the top one percent built 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 freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments. He 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 stock market’s volatility. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and hosts the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.



Episode 195: Protecting and Multiplying Your Wealth, with 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.

Protecting Your Assets and Building Wealth via Leverage

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.



Episode 214: Dave Wolcott: Helping Entrepreneurs Protect and Multiply Their Wealth Through the Pantheon Holistic Wealth Strategy

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 Idea: Dave & I discuss building 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.This Episode of The REI Diamonds Show is Sponsored by the Deal Machine. This Software Enables Real Estate Investors to Develop a Reliable & Low Cost Source of Off Market Deals. For a Limited Time, You Get Free Access at http://REIDealMachine.com/ This Episode is Also Sponsored by the Lending Home. Lending Home Offers Reliable & Low Cost Fix & Flip Loans with Interest Rates as Low as 6.49%.

The Holistic Wealth Strategy: Dave Wolcott

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. It’s time to get out of the Wall Street casino and take back control of your financial future.
 
Welcome back to the Author Hour podcast. I’m your host, Hussein Al-Baiaty, and I’m joined by Dave Wolcott today, who’s here to talk about his new book, The Holistic Wealth Strategy. Let’s flip through it.



The Holistic Wealth Formula: How To Build Wealth Like The Top 1% With Dave Wolcott

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, 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, 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.

Episode 147: “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!



66. A Holistic Legacy Planning and Wealth-Building Strategy with Dave Wolcott

How are the top 1% making money? Challenge traditional wisdom and financing and learn a new way of looking at your finances as David Wolcott lays out income-generating techniques that’ll help you earn passive income that exceeds your lifestyle expenses.

Ep. 96: Unlocking Freedom and Building Wealth with Dave Wolcott

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.



S3E12 – Dave Wolcott – 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.

Exiting Your 401K To Invest In Real Estate Syndications And Other Alternative Investments – Dave Wolcott

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!


The Holistic Wealth Strategy With Private Equity Investor Dave Wolcott [EP131]

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!

753: Dave Wolcott: 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.



E504 – 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.

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.



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.

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.



Infinite Banking with Dave Wolcott

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.

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

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.

NOTE: The Road Less Traveled is the name of the Podcast, maybe add that because his previous description did not state that. 

Podcast 307: Offset Active Income by Investing in Oil & Gas with Dave Wolcott

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.



E264 – How to Infuse Insights From The Wealthiest One Percent – Dave Wolcott

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.

738: Dave Wolcott: 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.