Tag: real estate

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

Guest:  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.

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Resources mentioned in this episode:
https://PantheonInvest.com/

View the Episode Description & Transcript Here:
https://reidiamonds.com/dave-wolcott-helping-entrepreneurs-protect-and-multiply-their-wealth-through-the-pantheon-holistic-wealth-strategy/

Dan Breslin: Today’s guest, 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 twenty years, Dave has founded several businesses and invested in alternative assets while also creating the Pantheon Holistic Wealth Strategy, the playbook, to becoming ultra-wealthy and having freedom of time money and relationship.

Today, Dave and I discussed 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. Two areas of focus today are oil and gas investing which can generate humongous year 1 tax write-offs and the infinite banking strategy which you may or may not have heard of which is the method of recycling your investment dollar to make it work, at least, twice for every deployment.

Dave: Dan, we quadrupled the size of our family. If you could just imagine that. I know you have kids. You just think about what that does to you.

The first thing I did was have a drink. The second thing I did was go and see my financial advisor and said like, “Hey, how am I going to do this? How am I going to really provide for my family, create this financial security that I really need to?” You just move the goalpost 1 mile down the field. It was at that point in time that it really dawned on me that the top 1% were not building their wealth [inaudible], alternative investments, different things.

I launched down this kind of obsessive path to figure out how the top 1% are building their wealth. I started investing in alternative assets, everything from oil and gas to raw land to office space to retail, multifamily. You name it. I also became a business owner. I created a tech consulting company which I took full cycle and exited. Running a business, I learned a lot of things including taxes and creating a proper tax strategy.

Fast forward twenty years, I wrote my book called the Holistic Wealth Strategy which is really an encapsulation of my learnings over the past twenty years to try to really create this comprehensive system of how can you build your wealth outside of Wall Street and investing directly in Main Street and having this comprehensive system that truly can multiply your wealth as well as protect it?

Dave & I Discuss:

• Achieving exponential wealth with the Holistic Wealth Strategy a 5 Phase Approach 
• How to offset Active income with oil & gas investing 
• Creating a tax-efficient liquidity foundation with infinite banking 
• Take back control by exiting your 401k 
• Repositioning assets for maximum velocity and downside protection 
• Creating a vision to achieve freedom of money, purpose, time, and relationship
  

Relevant Episodes: (There are 214 Content Packed Interviews in Total)

• Tom Dunkel: Strategies to Build Wealth Through Alternative Assets
• MC Laubscher on Using the Infinite Banking Strategy to Boost Investment Gains
• Russell Walker on Funding Deals Using NONE of Your Own Cash. (NOT Private Money Either)
• Dave Orloff on Financing Rentals & Fix & Flip Deals
• Dave Lindahl on Multi-Family Investing in Emerging Markets