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In this Wealth Strategy Deep Dive, I’m unpacking a powerful question: What does true financial freedom mean for you? We always hear the term, but few people break it down beyond the money. Inspired by my mentor Dan Sullivan, I explore the freedom of money, purpose, time, and relationships, and add a fifth: freedom of location. These elements combined create a life of intention, energy, and fulfillment that money alone can’t buy.
Take a moment to reflect: Are you living with these freedoms today, or is your wealth just funding someone else’s plan? If this episode gets you thinking, dive deeper with us — grab your free book at holisticwealthstrategy.com, discover curated investment opportunities at pantheoninvest.com, join our investor community, or book a call to explore our virtual family office and mastermind for building generational wealth. Stay tuned for the next Deep Dive!
How is everyone doing? And welcome to a special solo series of Wealth Strategy Secrets of the Ultra Wealthy. I’m your host, Dave Wolcott. We get a lot of the same questions from our investors about infinite banking, tax efficiency, asset protection, strategy stacking, and how to build wealth outside of Wall Street. And we get it.
We know you’re busy. So in this series, I’m breaking down complex wealth strategy topics into short tactical episodes that you can use to build legacy wealth. Whether you’re just starting your journey or fine-tuning your portfolio, these episodes are designed to give you high-impact insights in just a few minutes. So let’s dive in. In the financial industry, we’re all used to hearing the word financial freedom.
Right? I think it’s important to break that down and understand what financial freedom looks like for you. You might be surprised at what you discover, as there are multiple forms of freedom. One of my mentors, Dan Sullivan from Strategic Coach, really defines freedom in four different ways. He sees it as freedom of money, freedom of purpose, freedom of time, and freedom of relationship.
So, notice that freedom of money or financial freedom is one component. The other being freedom of purpose, which would be defined as waking up every day and being fascinated and motivated by the work that you’re doing, having that purpose be your actual driver. Freedom of time, we all want to spend the time as we see fit to live a life of intention, versus living unintentionally through others and being reactive. Freedom of relationship is choosing who you want to spend your time with, whether that’s your family, your friends, your colleagues at work, your partners, your collaboration partners, creating the right relationships that give you energy. So think about those forms of freedom, and then I would add another, which could be, let’s say, freedom of location.
Right? Are you able to work anywhere you want in the world? We have that ability to do that today. Are you leveraging that? So I think when you can start to define these other forms of freedom, this is what we’re truly after.
Right? The money is just energy to get us these other things that we’re looking for. But if you can peel back a layer, that freedom of money is going to create these other forms of freedom in life that we’re looking to have; that’s what’s going to create the fulfillment for us. So what other forms of freedom can you find in your life? Do you have the maximum amount of freedom of purpose, freedom of time, freedom of relationships, or freedom of location today?
If not, what would that look like in the future? Thanks for tuning in to our special solo series. If this episode sparked something for you and you’re ready to learn more, head over to holisticwealthstrategy.com and download a free copy of my book. You’ll also get access to our investor community where we share exclusive educational content, new opportunities, and resources designed to help you accelerate your path to freedom. And if you wanna take it even further, book a call with our team to learn about our virtual family office services or join our mastermind group where we go deep into building true generational wealth.
I’ll see you in the next episode.
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