Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott

Welcome to "Wealth Strategy Secrets of the Ultra Wealthy," a masterclass in wealth creation, preservation, and legacy building, hosted by renowned wealth strategist Dave Wolcott. This podcast dives deep into the lesser-known, often secretive strategies that the ultra-wealthy use to amass and protect their fortunes. Each week, join Dave, a seasoned expert in wealth management, as he unveils the complex world of high finance, investments, tax strategies, and estate planning. Dave brings his decades of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success. In "Wealth Strategy Secrets of the Ultra Wealthy," you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth. Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone. Tune in to "Wealth Strategy Secrets of the Ultra Wealthy" and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey! read less
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Episodes

Centimillionaire Strategies: Charlie Garcia’s Journey to Impact and Purpose
2d ago
Centimillionaire Strategies: Charlie Garcia’s Journey to Impact and Purpose
In this episode, we had the distinguished honor of hosting Charlie Garcia, a distinguished figure whose life journey is a testament to the power of service, leadership, and love. With a multifaceted background spanning public service, military accolades, and impactful contributions to the intelligence community, Charlie's story is one of unwavering commitment to bettering society. Charlie's accolades speak volumes about his dedication to public service, as evidenced by his receipt of the Distinguished Public Service Medal for his efforts to enhance candidate diversity across military service academies during the administrations of Presidents Obama and Bush. Additionally, his commendable work in war-torn Central America in the 1980s earned him the prestigious Defense Meritorious Service Medal. Beyond his illustrious career in public service, Charlie is a prolific thought leader, having founded R360, a community of centimillionaires that are creating massive impact in the world. Charlie also authored two best-selling leadership books that have resonated with readers globally in over ten languages. Charlie shares valuable insights into effective leadership principles. His leadership philosophy serves as a guiding light for aspiring leaders seeking to make a positive impact in their respective spheres of influence. At the core of Charlie's ethos lies a profound commitment to service, underpinned by an abiding love for his country. Each day, he renews his pledge to utilize his gifts for the betterment of society, embodying the essence of true leadership and selflessness. Join us as we delve into Charlie's remarkable journey, uncovering invaluable insights into the art of service, leadership, and living a life driven by purpose and love. In this episode, we talked about: His background, distinguished career in public service, and transformative work in business and entrepreneurship Wealth beyond financial assets, encompassing elements such as family, relationships, and personal fulfillment R360's archetypes framework for understanding investors' risk profiles and behaviors The significance of family as a source of true wealth and fulfillment Connect with Charlie: Linkedin: https://www.linkedin.com/in/charlespgarcia/  Instagram: https://www.instagram.com/charlespgarcia/  Twitter: https://twitter.com/charlespgarcia  Website: https://www.r360global.com/  Email: hello@r360global.com  Company Linkedin: https://www.linkedin.com/company/r360global/     Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Optimizing Human Performance: Breaking Barriers in Health, Fitness and Vitality
Apr 10 2024
Optimizing Human Performance: Breaking Barriers in Health, Fitness and Vitality
Today, we have a remarkable guest with us, Dustin Baker, a true visionary entrepreneur who has been making waves in the health and fitness industry for over a decade. Dustin's journey is nothing short of inspiring as he acquired BioProtein Technology, aiming to revolutionize natural wellness. His extensive collaboration with elite athletes, physicians, and military personnel underscores his commitment to optimizing human health. As the founding president of BioProtein Technology and BioPro+, Dustin has spearheaded the development of the first non-synthetic alternative to HGH and peptide treatments, promising faster, easier, and safer results. During our conversation, Dustin shares his passion for reshaping the industry with breakthrough alternatives to prescription Human Growth Hormone (HGH) and peptide treatments. His brainchild, BioPro+, stands as a testament to his dedication to providing safe and effective solutions for vitality and longevity. What sets Dustin apart is not just his entrepreneurial spirit but also his unwavering commitment to empowering individuals without compromising safety. Through his leadership, BioPro+ has emerged as an unparalleled beacon of innovation in the field of natural wellness.  In this episode, we talked about: Dustin’s entrepreneurial journey in the health and fitness industry His vision to revolutionize natural wellness and personal thoughts about anabolic and catabolic workouts The promise of BioPro+ for faster, easier, and safer results compared to synthetic alternatives Insights into Dustin’s morning routine, his leadership and entrepreneurial strategies   Connect with Dustin: Linkedin: https://www.linkedin.com/in/dustin-baker-31585a82/  Website: https://www.bioproteintech.com/  Email: INFO@BIOPROTEINTECH.COM  Instagram: https://www.instagram.com/bioproteintech/?hl=en     Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
The Silver Lining: Unveiling Wealth Strategies in Senior Living
Apr 3 2024
The Silver Lining: Unveiling Wealth Strategies in Senior Living
Today, we're diving deep into the world of senior housing and assisted living with none other than Isabelle Guarino, the COO of Residential Assisted Living Academy. For the past decade, Isabelle has been at the helm, ensuring smooth operations and keeping everyone on task. Her expertise in senior housing has earned her recognition as one of the "Top Influencers in Senior Housing," and she's a two-time recipient of Aging Media's prestigious "Future Leaders of Assisted Living" award. In this episode, Isabelle shares invaluable insights into the booming senior housing industry, offering listeners a glimpse into the strategies and secrets that have propelled her to the top of her field. She also delved into the key factors driving the success of Residential Assisted Living Academy and the broader senior housing market. She emphasized the importance of providing high-quality care and personalized services to residents, highlighting how these principles have been central to their company's growth and reputation. Tune in as we uncover the wealth-building opportunities hidden within senior living, and learn from the best in the business. This is an episode you won't want to miss! In this episode, we talked about: Her knowledge and expertise in Residential Assisted Living The current markets and identification of emerging trends and demographics in senior housing Understanding the potential for rental income and property appreciation in senior living facilities Leveraging tax advantages specific to real estate investments in the senior housing sector   Connect with Isabelle: Linkedin: https://www.linkedin.com/in/isabelle-guarino/  Website: https://residentialassistedlivingacademy.com/  Facebook: https://www.facebook.com/ResidentialAssistedLivingAcademy/  Instagram: https://www.instagram.com/ralacademy/  Youtube: https://www.youtube.com/c/ResidentialAssistedLivingAcademy    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Mastering the Art of Strategic Thinking with Dan Sullivan: Lessons from 40 Years of Experience
Mar 27 2024
Mastering the Art of Strategic Thinking with Dan Sullivan: Lessons from 40 Years of Experience
​​In today's episode, we had the honor of hosting Dan Sullivan, the founder and president of The Strategic Coach Inc. With over 40 years of experience as a speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups, Dan is a true visionary in the world of business. Dan's ability to simplify complex concepts and provide actionable strategies will surely resonate, offering practical insights that can be applied immediately to enhance your business performance. His dedication to empowering entrepreneurs to embrace their unique strengths and leverage them for success is truly inspiring.  Throughout the episode, Dan shared his deep insights into entrepreneurship and his strong belief in its power to transform lives. He discussed the core principles behind his successful coaching program at Strategic Coach®, emphasizing its focus on helping entrepreneurs achieve their fullest potential both in their businesses and personal lives. Dan also delved into his extensive body of work, he highlighted the importance of continuous growth and improvement, Dan's wealth of experience and wisdom truly made this episode an invaluable resource for entrepreneurs striving for success in both their professional and personal endeavors. Tune in and discover the secrets to unlocking your full potential with Dan Sullivan. In this episode, we talked about: His background and over 40 years of experience as a speaker, consultant, and coach to entrepreneurial individuals and groups. The two the concepts about freedom, both in business and personal life The significance of self-investment in personal and professional development. Value of continuous learning, skill acquisition, and personal growth in entrepreneurship   Connect with Dan: Linkedin: https://www.linkedin.com/in/dansullivansc/?originalSubdomain=ca  Website: https://www.strategiccoach.com/  Facebook: https://www.facebook.com/StrategicCoach/  Twitter: https://twitter.com/strategiccoach  Youtube: https://www.youtube.com/strategiccoach  Instagram: https://www.instagram.com/strategic.coach/     Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Family, Fortune, and Fulfillment: A Holistic Approach to Wealth Creation
Mar 20 2024
Family, Fortune, and Fulfillment: A Holistic Approach to Wealth Creation
Today, we had the pleasure of hosting Jim Sheils, a distinguished guest with a multifaceted career spanning real estate investment and family education. Jim, a partner at Southern Impression Homes, highlighted his expertise and specialization in constructing rental portfolios for both individual investors and institutional buyers in Florida's burgeoning markets. With a focus on new construction and low-density properties like single-family homes, duplexes, and quads, Southern Impression Homes offers turnkey solutions with property management services in place, ensuring maximum returns for its clients. In this episode, Jim delved into the synergy between his dual passions for real estate and family education, emphasizing the importance of holistic wealth management and the profound impact that strong family ties have on long-term prosperity. He also shared a wealth of actionable advice and inspiring anecdotes, making this episode a must-listen for anyone aspiring to achieve true wealth and fulfillment in all aspects of life. Tune in now to gain exclusive access to Jim Sheils' wealth-building wisdom and transformative insights! In this episode, we talked about: Jim’s career spanning real estate investment and family education Creating value through strategic renovations and management His commitment to empowering others in achieving financial freedom through "Passive Income Playbook" Striving for holistic wealth management, encompassing financial, emotional, and relational aspects Connect with Jim:  Linkedin: https://www.linkedin.com/in/jimsheils/  Website: https://southernimpressionhomes.com/  Email: newhomes@sihomesfl.com  Facebook: https://www.facebook.com/share_channel/  Company Linkedin: https://www.linkedin.com/company/southern-impression-homes-llc/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Recycle, Recapture, Reclaim: Taking Control of Your Wealth Through Infinite Banking
Mar 13 2024
Recycle, Recapture, Reclaim: Taking Control of Your Wealth Through Infinite Banking
In this episode, we had the privilege of hosting Brent Kesler, a former chiropractor turned financial expert who has transformed his life through the revolutionary Money Multiplier (TMM) Method. His passion for this financial concept led him to become a dedicated teacher of the method, with the goal of helping individuals take control of their financial destinies. Regardless of income level, Brent believes that everyone should have access to the TMM Method to manage and grow their wealth. During the episode, he delved into the intricacies of the method, explaining how individuals can recycle, recapture, and maintain total control of their hard-earned dollars. Brent provided insights on avoiding fractional reserve banking and outlined a strategy to reclaim all the money spent on every car purchased for oneself and their family for a lifetime. Listen now to gain valuable insights from Brent’s expertise, you will discover a powerful financial strategy that will empower you to take charge of your financial lives.  In this episode, we talked about: How he successfully paid off a staggering $984,711 in third-party debt within just 39 months The specifics of Infinite Banking Concept as a process and not an investment His concept on how to recycle, recapture, and maintain total control of hard-earned dollars through The Money Multiplier Method Strategic advice and insights to manage multiple whole-life policies    Connect with Brent: Linkedin: https://www.linkedin.com/in/thebrentkesler  Website: https://www.themoneymultiplier.com/  Resources: https://www.themoneymultiplier.com/resources  Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990  Youtube: https://www.youtube.com/@the.money.multiplier/about  Facebook: https://www.facebook.com/themoneymultiplier    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Crafting Your Dream Life: Wealth Building with Strategic Franchising
Mar 6 2024
Crafting Your Dream Life: Wealth Building with Strategic Franchising
In this episode we had the pleasure of hosting Kim Daly, an expert with over two decades of experience in helping individuals achieve their dreams of business ownership through franchising. Recognized as one of America's top franchise consultants, Kim has played a pivotal role in creating nearly 1000 successful franchise owners During the episode, she delved into the concept of navigating uncertainty and why franchising is considered a "safe" investment, exploring the real value proposition in investing in a franchise.  Kim shared navigating uncertainty, understanding the real value proposition in franchise investments, and the factors that contribute to the growth of the franchise industry in various economic climates. She also covered practical advice on selecting the right franchise based on one's background, interests, skills, finances, and life goals. Tune in to this episode to gain a wealth of knowledge from a true expert in the field. In this episode, we talked about: Kim's background helping individuals achieve business ownership through franchising Exploring the benefits and value proposition that come with investing in a franchise business Practical advice on choosing the most suitable franchise based on one's background, interests, skills, finances, and life goals The economics of franchising and the current industry growth   Connect with Kim: Website: https://thedalycoach.com/  Linkedin: https://www.linkedin.com/in/dalykim  Youtube: https://www.youtube.com/channel/UCUJB6d4Efu5-DUFXraRdAIA  Instagram: https://www.instagram.com/thedalycoach/  Contact: https://thedalycoach.com/contact-kim/  Email: kim@thedalycoach.com   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Building Your Mind, Building Your Wealth: The Real Estate Potential Paradigm
Feb 28 2024
Building Your Mind, Building Your Wealth: The Real Estate Potential Paradigm
In this episode, we had the pleasure of hosting Daniel Brown, the visionary CEO of Brownstone in Austin. Daniel, originally from the UK, shared his incredible journey of becoming an American entrepreneur, family man, and a leader in the real estate industry. Daniel's background as the former CEO of a $150 million UK jewelry chain brings a unique perspective to his current role. Since relocating to the US in 2015, he has immersed himself in various aspects of the real estate market, dealing in 9 states and working on rentals, fix-and-flips, and new construction projects. Daniel shared his belief in personal growth and holistic health. He emphasized the importance of mindset and effort in achieving success and happiness. Daniel dreams of a future where everyone moves closer to their ultimate potential, and his long-term thinking and action-oriented nature have been instrumental in Brownstone's success over the last 5 years. As the head of Brownstone, Daniel also discussed the company's mission to create stunning spec homes that prioritize design, quality, and health. If you're interested in the intersection of real estate, personal growth, and holistic health, you won't want to miss this insightful conversation! In this episode, we talked about: The importance of mindset and vision in your overall wealth strategy His personal advice and insights about the hierarchy of needs The business model of Brownstone and his experience as an entrepreneur The importance of knowledge, taking action and practical tips to maximize your true potential   Connect with Daniel:  Linkedin: https://www.linkedin.com/in/daniel-brown-75a62929/ Website:  ​https://brownstoneci.com/  Email: hello@brownstoneci.com  Instagram: https://www.instagram.com/brownstone_capital_investments/  Contact number: (833) 277-8663   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Discovering the Hidden Gold: Navigating the Untapped Potential of Raw Land for Ultimate Passive Income
Feb 21 2024
Discovering the Hidden Gold: Navigating the Untapped Potential of Raw Land for Ultimate Passive Income
Today, we had the pleasure of hosting Mark Podolsky, the owner of Frontier Properties, a leading land investment company, and widely known as The Land Geek. Mark brings a wealth of knowledge and experience to the table, having completed over 5,500 land deals and earning his company, Frontier Equity Properties, an impressive A+ rating with the Better Business Bureau. Beyond his success in land investments, Mark is also sharing how his passion for land has led him to unexpected ventures. First as a podcast host, where he generously shares geeky tips, tricks, shortcuts, and wisdom for free and also as a coach and a mentor. In the interview, Mark's passion for raw land investments was evident as he elaborated on why raw land is often considered the best passive income source. He highlighted the unique advantages and opportunities that the raw land market presents, shedding light on the untapped potential that can be harnessed by investors willing to navigate this unconventional territory. Mark has found a calling as a teacher, coach, and mentor to a growing community of individuals eager to succeed. He expressed his gratitude for being surrounded by smart, quality-driven individuals who share his passion for success. In this episode, Mark's humility and genuine desire to guide others toward financial success shine through. In this episode, we talked about: His background and experience as the owner of Frontier Properties, a prominent land investment company Why raw land is considered the best passive income source and unique advantages and opportunities in the raw land market Practical advice for both seasoned investors and beginners specifically in landflipping The impact and benefits of being surrounded by like-minded people and importance of mentorship and shared success   Connect with Mark: Linkedin: https://www.linkedin.com/in/thelandgeek/  Website: https://www.thelandgeek.com/  Podcast: https://www.thelandgeek.com/podcast/  Facebook: https://www.facebook.com/thelandgeek  Instagram: https://www.instagram.com/thelandgeek/  Free resources: https://www.thelandgeek.com/resources/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Elevate Your Health, Elevate Your Wealth: Insider Strategies for Ultra Performance
Feb 14 2024
Elevate Your Health, Elevate Your Wealth: Insider Strategies for Ultra Performance
Today's episode is an absolute powerhouse of insights into optimizing health and achieving peak performance. Our guest is none other than Dr. Tracy Gapin, a board-certified urologist, world-renowned men's health and performance expert, and the brilliant mind behind The Gapin Institute, a global leader in high-performance health. Dr. Gapin brings over 20 years of experience to the table, with a focus on providing executives, entrepreneurs, and athletes a personalized path to optimize their health and fulfill their highest potential.  In this conversation, Dr. Gapin shares his wealth of knowledge delving into the strategies and insights that have made him a sought-after expert in the industry. From his TEDx talks to being a member of prestigious organizations like the American Academy of Anti-Aging, Age Management Medical Group, and International Peptide Society, Dr. Gapin is at the forefront of cutting-edge health practices. You will gain valuable insights into Dr. Gapin's holistic approach to health optimization, this episode is packed with actionable advice to help you achieve your health and performance goals. Tune in to learn from Dr. Tracy Gapin's expertise and discover the secrets to unlocking your highest potential.  In this episode, we talked about: The principles of functional medicine, emphasizing a holistic approach to health Role of genetics in shaping an individual's health and how understanding one's genetic makeup can guide personalized health strategies Unpacking the impact of environmental toxins on health and performance A deep dive into the significance of testosterone in men's health and performance Biohacking techniques and tools that can be employed to enhance physical and mental performance   Connect with Dr. Tracy: Website: https://gapininstitute.com/  Facebook: https://www.facebook.com/drtracygapin  Instagram: https://www.instagram.com/drtracygapin/  Twitter: https://twitter.com/DrGapin  Youtube: https://www.youtube.com/@DrTracyGapin  Linkedin: https://www.linkedin.com/in/tracygapin/  Contact number for reminders: 718-675-9949 Text the word ‘health’ to 26786   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Scaling Heights: Today’s Crucial Perspective on Lending in Multifamily Real Estate
Feb 7 2024
Scaling Heights: Today’s Crucial Perspective on Lending in Multifamily Real Estate
In today’s episode, we have Maxwell Wu, the visionary founder of Fulcrum Lending, a direct balance sheet lender specializing in multifamily properties nationwide. Maxwell's extensive background in real estate investment and operations, particularly across prominent Wall Street firms, sets him apart as a true expert in the field. Maxwell's journey in the real estate industry is marked by his diverse roles, including fund manager, investment banker, and principal investor at various esteemed firms in New York City. His career began at C-III Capital Partners, and he further solidified his expertise by obtaining a Masters in Real Estate from Columbia University. During our conversation, Maxwell shared his wealth of knowledge, having managed institutional private equity funds exceeding $1.4 billion in Assets Under Management. His impressive track record includes underwriting real estate acquisitions totaling over $10 billion. Drawing from this wealth of experience, Maxwell has successfully built scalable PropTech platforms and products across various real estate verticals. Whether you're a seasoned real estate professional or an aspiring investor, Maxwell's journey and expertise are sure to provide inspiration and actionable advice to help you navigate the intricate world of wealth creation through real estate. Tune in to this episode to gain valuable insights into Maxwell's experiences, strategies, and the innovative solutions he has implemented throughout his impressive career.   In this episode, we talked about: Maxwell's extensive background in real estate investment and operations His current market perspectives and in-depth analysis of the current real estate cycle How institutional capital plays a crucial role in managing large-scale investment funds Advice and strategies for navigating the complex world of real estate, catering to both seasoned professionals and aspiring investors Connect with Maxwell: Linkedin: https://www.linkedin.com/in/maxwelljwu/  Company Linkedin: https://www.linkedin.com/company/fulcrumlendingcorp/  Website: https://www.fulcrumlendingcorp.com/  Email: hello@fulcrumlendingcorp.com    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Best of 2023: Transform Your Mindset, Shape Your Financial Future, and Discover Groundbreaking Investment Secrets
Jan 31 2024
Best of 2023: Transform Your Mindset, Shape Your Financial Future, and Discover Groundbreaking Investment Secrets
Introducing our Best of 2023 episode! We've had the privilege of hosting incredible guests on our podcast, and today we're revisiting some of the most insightful moments from the past year. Join us as we dive into the realm of mindset mastery, wealth strategy, and innovative investment insights. Get ready to unlock your potential and achieve your most ambitious goals. First up, we have Trevor McGregor, a true expert in coaching. He's here to show you the immense power of mindset and taking action. Discover how his guidance can provide a structured path to success, helping you break through limitations and reach new heights. Next, we're redefining riches with Garret Gunderson. From a blue-collar background to a renowned "financial genius," Garret shares his incredible journey and the money myths that hold most people back. Learn how to overcome a bad financial mindset and gain a fresh perspective on wealth. Our journey doesn't stop there - meet Michael Sonnenfield. With his extensive investing experience, Michael shares key insights and practical tips for achieving financial success. Tap into his wealth of knowledge and learn how to apply it to your own journey. Don't miss out on this exceptional episode filled with wisdom and inspiration. Tune in now and take the first step towards transforming your life!   In this episode, we talked about: • Discover the transformative power of mindset and action with Trevor McGregor, a top-notch coach who guides you towards success and helps you break through your limitations. • Join Garret Gunderson as he redefines the concept of wealth and dispels common money myths that may be holding you back.  • Benefit from Michael Sonnenfield's extensive investing experience as he shares powerful insights and practical tips for achieving financial success.   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
10X Investor Journey: Strategies for a Prosperous Retirement & Legacy
Jan 24 2024
10X Investor Journey: Strategies for a Prosperous Retirement & Legacy
In this 10X Investor Journey episode, we had the pleasure of sitting down with Andrea Barnes, a seasoned real estate investor with an impressive national portfolio that spans single-family homes and multifamily projects. Alongside her husband, Kevin, Andrea manages a multi-million-dollar portfolio that has expanded to include diverse passive investment vehicles such as energy, debt notes, real estate funds, and three ground-up developments. Listeners gain valuable insights into her passion for continuous learning, particularly in tax and legal strategies, which she has successfully applied to boost her financial growth trajectory. She has dedicated over 7000 hours to master the art of passive investment, creating a financial legacy for her family.  With the support of a coach and The Pantheon Mastermind and Virtual Family Office, Andrea crafted an investment philosophy to expand her wealth, focusing on a balanced mix of monthly income and long-term growth opportunities. This episode is a must-listen for those seeking a comprehensive understanding of real estate investment, financial growth, and the profound impact of strategic wealth management. In this episode, we talked about: How she achieves financial stability through strategic property investment Leveraging equity growth for acquiring new properties The importance of curiosity, knowledge, and community support Gaining insights and deal flow from a mastermind group and cultivating an investment philosophy through collective expertise     Connect with Andrea: https://www.linkedin.com/in/andreahbarnes/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
The Secrets of Successful Syndication: Guiding Investors to Financial Freedom
Jan 17 2024
The Secrets of Successful Syndication: Guiding Investors to Financial Freedom
In this episode, we were honored to have Jim Pfeifer, one of the founders of Left Field Investors and the esteemed host of the Passive Investing from Left Field podcast, join us. A seasoned professional in the realm of finance, Jim's journey from a conventional financial advisor to an innovative thought leader in passive investing is an inspiring chronicle of change and enlightenment. With a solid background in traditional financial advising, Jim once presided over the typical spectrum of wealth management, diligently shepherding the fiscal well-being of his clients through the peaks and valleys of the market. It was Jim's transformative shift toward passive investing that truly distinguished his career, marking the emergence of a reformed financial advisor with a dynamic, more expansive vision of wealth accumulation. Recognizing the limitations within the industry, Jim fervently adopted a new financial creed, advocating for the untapped potential that passive investment strategies entail. His expertise has become a powerful magnet, attracting those eager to learn how to navigate the passive investment landscape effectively and secure their financial futures outside the bounds of traditional investment dogma. In this episode, we talked about: His background and shift to real estate investing Navigating current investment challenges The importance of building investor community and networking His personal investment Strategies and goal-setting   Connect with Jim: Linkedin: https://www.linkedin.com/in/jimpfeifer/ Website: https://www.leftfieldinvestors.com/  Facebook: https://www.facebook.com/groups/707143386663412  Contact: https://form.jotform.com/240043543616045 Podcast: https://open.spotify.com/show/6eHJDWnVXKxFYWwVp0y1kE    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Legacy Builders: Inside the Epic Real Estate Triumphs of a Family Office
Jan 10 2024
Legacy Builders: Inside the Epic Real Estate Triumphs of a Family Office
In this episode, we had the pleasure of hosting Ian Djuric, a titan in both waste management and real estate industries. Ian’s journey from revolutionizing waste management to overseeing the Djuric Family Office's vast portfolio offers invaluable insights into rapid, scalable growth and efficient operations. Ian’s career trajectory is a testament to his prowess in transforming companies into multimillion-dollar ventures. From the rapid ascent of Waste Market Group to a staggering $40M in annual revenue within two years, to the creation and sale of Bob’s Trash Service to an industry competitor after reaching 12,000 customers and $3M in three years, Ian’s ability to catalyze exponential growth is exceptional. During our conversation, Ian shared insights into his strategies for driving growth, managing operations, and fostering a culture of excellence. His expertise in operations leadership, sales management, and team development provided a goldmine of wisdom for businesses aiming to scale rapidly while maintaining efficiency and quality. Ian Djuric's story is an inspiring testament to the possibilities of visionary leadership, meticulous operations management, and unwavering dedication. Tune in to this episode for a masterclass on scaling businesses and optimizing operations for sustained success. In this episode, we talked about: His transition from waste management to overseeing the Djuric Family Office. The importance of building and nurturing high-performing teams Integrating values into company culture and decision-making processes. Ian's predictions and insights into the economic and market landscape for 2024. Connect with Ian Djuric:  Linkedin: https://www.linkedin.com/in/ian-djuric/  Company website: https://blakecapitalgroup.com/  Contact: https://blakecapitalgroup.com/contact/  Instagram: https://www.instagram.com/blakecapital/  Facebook: https://www.facebook.com/BlakeCapitalGroup  Email: info@blakecapitalgroup.com    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Holistic Wealth Strategies: Special 100th Milestone Episode 
Jan 3 2024
Holistic Wealth Strategies: Special 100th Milestone Episode
Welcome back to our milestone 100th episode of the podcast. In a thrilling twist, we're reversing roles today, with our very own Dave Wolcott stepping into the spotlight as our guest, while Addie navigates us through his world of expertise. Get ready to unearth a treasure trove of knowledge straight from the vault of our seasoned host. Dave, often the one asking the hard-hitting questions, opens up about his own transformative experiences with financial setbacks and shares his journey of discovery that led him to adopt the wealth-building strategies typically mastered by the elite top 1%. His firsthand knowledge is a testament to the potential for personal and financial growth. Through their dialogue, Dave reveals his unique formula for calculating net worth—an insightful blend that goes beyond mere numbers in a bank account. He delves into the critical elements of financial IQ, cultivating a growth-oriented mindset, harnessing the power of relationship capital, and recognizing the intrinsic value of one's physical health on the journey to holistic wealth. In a masterful exchange on the importance of mentorship and learning from others, Addie and Dave unpack the extraordinary benefits gleaned from belonging to a mastermind community. Here, Dave's insights into accountability, opportunity recognition, and the formation of strategic partnerships resonate with the wisdom of a true industry sage. On this episode, prepare to be inspired, educated, and perhaps even a little entertained by the wisdom of a man who's not just been talking the talk but walking the walk through the world of finance and self-improvement. In this episode we talked about: The Holistic Wealth Strategy and Dave’s formula for true net worth Infinite Banking Strategies  The importance of creating a vision and investing to your personal growth Wealth beyond financial measures Vision, goals, and planning for the year ahead   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Wealth Beyond Business: Legacy, Relationships & Mindset 
Dec 27 2023
Wealth Beyond Business: Legacy, Relationships & Mindset
Today’s amazing guest is Chad Johnson, the embodiment of leveraging business success to create an extraordinary life. Chad's story isn't just about elevating his family's business to new heights; it's a testament to using entrepreneurial vision to nurture relationships and achieve balance. As the "Chief Inspiration Officer" of Ceramic Decorating Company, Chad's journey reflects a compelling blend of reviving a legacy business, fostering a self-managing team, and embracing the philosophy of Strategic Coach® to redefine success. In our conversation, Chad emphasized the true wealth derived from leaving a legacy of enriched relationships and a life filled with purpose. He also shared the value of a growth mindset and a thirst for continuous learning plus insights on the significance of prioritizing faith, family, and personal fulfillment.  Chad’s personal experiences transcend traditional business strategies, offering a blueprint for achieving success that encompasses personal fulfillment, meaningful relationships, and a well-balanced life. His experiences and adoption of Strategic Coach principles serve as a guiding light for individuals seeking holistic success in both their professional and personal spheres. In this episode we talked about: His Giant 5 Priorities in Life Returning to their family's business and his adoption of Strategic Coach principles Personal commitment to prioritizing relationships and work-life balance Fueling growth and implementing proven strategies for success True wealth derived from enriched relationships and a life filled with purpose   Connect with Chad: G5 Summit: Https://G5Summit.com    Linkedin: https://www.linkedin.com/in/chad-johnson-4747a92a/  Website: https://www.strategiccoach.com/  Family Business: https://www.ceramicdecoratingco.com/  Big Ski Family: https://www.thebigskifamily.com/  Instagram: https://www.instagram.com/thegiant5guy/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Financial Liberation Through eQRP: Unveiling Secret Roadmap to Retirement Plan
Dec 20 2023
Financial Liberation Through eQRP: Unveiling Secret Roadmap to Retirement Plan
In this episode, we dive deep into financial liberation with Parker Pursell, a true advocate for breaking financial barriers. Parker's journey from corporate mentoring at Chick-Fil-A to a pivotal role at Pursell Farms, coupled with a newfound passion during the COVID-19 pandemic, led him to helm eQRP, a beacon for individuals seeking financial freedom. Parker shares his inspiring narrative, illustrating how his personal journey informs his commitment to helping others become elevated versions of themselves. His servant leadership mindset shines as he empowers physicians, business professionals, and investors to discover their paths toward financial autonomy. Central to our discussion is the Enhanced Qualified Retirement Plan (EQRP), a revolutionary system challenging the status quo. Parker sheds light on how the EQRP provides a robust retirement solution and invaluable education that has traditionally been withheld from the workforce. He articulates how this system isn't merely about retirement; it's a gateway to a fulfilling, secure, and joyful life beyond one's career. Throughout this episode, Parker emphasizes the importance of transcending limitations imposed by conventional retirement plans. He offers insights, strategies, and a refreshing perspective on achieving financial security and contentment in later years. In this episode we talked about: His journey from corporate mentoring at Chick-Fil-A and his shift towards guiding others to financial freedom through eQRP Understanding the Enhanced Qualified Retirement Plan (EQRP) and its pivotal role in revolutionizing retirement solutions for professionals and businesses The main difference between eQRP versus Self Directed IRAs How to set up an eQRP tailored to individual and businesses  The importance of educating yourself, breaking free from financial constraints and achieving your financial goals.   Connect with Parker Pursell:  Website: https://eqrp.com/  Linkedin: https://www.linkedin.com/in/parker-pursell/  Financial Underdogs Podcast: https://open.spotify.com/show/6w4c8huzThFNlS7qPdw6RZ?si=966db116297240f6&nd=1&dlsi=0ad48fa8099e4562  Company Linkedin: https://www.linkedin.com/company/eqrp/  Contact: https://eqrp.com/contact/  Email: support@eqrp.com    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Breaking Ground: The Power of Mindset Shift & Productivity Hacks for Investors
Dec 13 2023
Breaking Ground: The Power of Mindset Shift & Productivity Hacks for Investors
In this episode, we had the privilege of having Mr. Rick Jordan. A magnetic CEO whose ascent to the zenith of success was forged through unwavering determination and a treasury of hard-earned wisdom. Rick's journey reads like a saga of triumph, highlighted by appearances on nationwide networks including CBS, Fox, NewsNation, and Cheddar, solidifying his status as a sought-after personality in the business realm. As the founder of ReachOut, Rick's efforts took the company from its startup phase to a publicly traded entity, an accomplishment achieved without the reliance on external funding from private equity firms.  Throughout our captivating conversation, Rick generously shared invaluable insights on various pivotal aspects of his journey to success. One highlight was his deep dive into the business framework that catapulted ReachOut to the organization that it is today. His strategic approach, encompassing innovative methodologies and a relentless focus on execution, served as a blueprint for entrepreneurial success. We also talked about investor's self-limiting beliefs and mindset. Rick delved into the psychology that often hampers investors, exploring the subtle yet potent barriers that hinder their success. His keen observations illuminated the significance of mindset in navigating the volatile landscape of investments.  In this episode, we discuss: His company’s journey from startup to a publicly traded company Recognition and overcoming of self-imposed limitations for investor’s confident decision-making The importance of a transformative mindset in navigating current market fluctuations His daily routines and productivity hacks optimizing efficiency and time management   Connect with Rick Jordan: Website:https://www.rickjordan.tv/  Facebook: https://www.facebook.com/mrrickjordan  Youtube: https://www.youtube.com/channel/UCe2_SL846ZeMvI5PMaOL5bg  Instagram: https://www.instagram.com/mrrickjordan/?hl=en  Linkedin: https://www.linkedin.com/in/mrrickjordan/  Podcast: https://www.rickjordan.tv/podcast/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/
Tax Advantages & Wealth Creation: Crafting Business Strategies in Commercial Real Estate
Dec 6 2023
Tax Advantages & Wealth Creation: Crafting Business Strategies in Commercial Real Estate
In today’s episode, we have Shannon Robnett, the illustrious Founder and CEO of SRI (Shannon Robnett Industries) and the esteemed host of Robnett's Real Estate Rundown. With a remarkable career spanning over 27 years, Shannon's footprint in the real estate industry surpasses $425MM in construction projects. Shannon’s expertise encompasses a wide spectrum, from multifamily housing to pivotal infrastructure like city halls, schools, and industrial complexes. His passion for delivering quality projects coupled with an adept understanding of syndication principles illuminated the path toward lucrative investments. Shannon Robnett is undeniably a trailblazer, providing a roadmap for anyone aspiring to thrive in the world of real estate and achieve unparalleled financial success. Throughout this conversation, Shannon divulged invaluable insights into syndicated real estate and the compelling advantages of tax-incentivized investing. His dedication to economic trend analysis and astute financial strategies is evident in his track record, consistently delivering top-tier projects that generate multiple streams of passive income for his syndicate partners. Shannon also shared his insights on leveraging commercial real estate for sustainable wealth creation. His grasp of these subjects unveils a wealth of knowledge that not only educates but also empowers individuals seeking financial freedom through real estate. In this episode, we discuss: Understanding the dynamics and benefits of syndicated real estate investments Leveraging tax incentives (45L Tax Credit) for optimizing investment returns and reducing liabilities Shannon's approach to achieving financial freedom through real estate investments His insights into analyzing economic trends for informed investment decisions   Connect with Shannon: Website: https://shannonrobnett.com/  Facebook: https://www.facebook.com/shannon.robnett.14  Instagram: https://www.instagram.com/shannonrayrobnett/  Linkedin: https://www.linkedin.com/in/shannonrobnett/  Youtube: https://www.youtube.com/user/MrShannonrobnett Podcast: https://shannonrobnett.com/podcast-new/  Email: info@shannonrobnett.com     Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/