Podcast

979: Dave Wolcott – “Pantheon Investments”

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.



Ep 192: The Holistic Wealth Strategy with Dave Wolcott

Join 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.

Episode 481: When Failure is Not an Option with Dave Wolcott

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” (Eps -144)

🚀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 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.

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 with Dave Wolcott, Ep. 557

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.

SA813 | Holistic Investing Done Right with Dave Wolcott

Learn to invest in alternative investments in today’s episode with Dave Wolcott. Don’t miss this invaluable opportunity to enhance your financial skills and wealth-building skills. Make sure to tune in!



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

Dave Wolcott is the CEO of Pantheon Investments, a commercial real estate investment company that specializes in multifamily and self-storage investments. Dave has a sincere passion for 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. Additionally, Dave is the author of “The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life”, and is also the host of the “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.



How to Build a Holistic Wealth Strategy with Dave Wolcott S2 Ep15.

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.

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!



Secrets of the Ultra-Wealthy with Dave Wolcott

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!

E62: You Are Your Biggest Asset w/ Dave Wolcott

When 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 it can help you win.We identify some specific steps you can take today to grow and secure your wealth.



RG 352 – Investing in Oil & Gas: What You Need to Know – w/ Dave Wolcott

What 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 “The Holistic Wealth Strategy, a Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life,” 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 mining from the investment standpoint works, and so much more.
We also go into hedging against the devaluation of the dollar, investing in alternative energies, and building a wealth strategy that will resist economic fluctuations. We don’t have a lot of guests going into the nitty gritty of stock market assets, so we’re pumped to have Dave share his valuable insights with us today.

EP 27: Alternative Asset Investing in 2023

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.
He 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 and working in a corporate world.



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.