The IDEAL Investor Show: The Path to Early Retirement

Ep 92 How to build a Holistic Wealth Strategy with Dave Wolcott


Listen Later

More on YouTube? Check the video version on Youtube

Who is the Guest?

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. 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. 


Visit Him at:

Website:https://pantheoninvest.com/

Linkedin:https://www.linkedin.com/in/dave-wolcott-863306/

Youtube:https://www.youtube.com/@pantheoninvest6134/featured


Start taking action right NOW!

  • Goal-setting the right way! 
  • Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON’T have to start that way. Feel free to talk to him :)

Connect with us through social! We’d love to build a community of like-minded people like YOU!



Any questions?

***

Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy

BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing


...more
View all episodesView all episodes
Download on the App Store

The IDEAL Investor Show: The Path to Early RetirementBy Axel Meierhoefer

  • 5
  • 5
  • 5
  • 5
  • 5

5

38 ratings