
Sign up to save your podcasts
Or
Today’s solo episode takes a hard look at what’s really broken in the traditional wealth planning model—and why it’s failing so many investors. Dave breaks down the flawed assumptions behind conventional strategies like the 60/40 portfolio, tax deferral, and one-dimensional public market investing. From the dangers of underestimating taxes, fees, and inflation, to the risks of outliving your money, Dave shares why relying on outdated financial advice may be sabotaging your long-term freedom.
With his entrepreneurial mindset and deep experience, Dave challenges listeners to think beyond Wall Street’s narrative. He introduces smarter, more efficient ways to build wealth—through strategy stacking, alternative investments, and a focus on control and legacy. If you’re tired of riding the market rollercoaster or wondering if you’ll have enough in retirement, this episode will give you the clarity to start thinking differently about your financial future.
👉 Download your free copy of Dave’s book and learn more: https://holisticwealthstrategy.com
👉 Book a call with our team or join the mastermind: https://holisticwealthstrategy.com
5
9393 ratings
Today’s solo episode takes a hard look at what’s really broken in the traditional wealth planning model—and why it’s failing so many investors. Dave breaks down the flawed assumptions behind conventional strategies like the 60/40 portfolio, tax deferral, and one-dimensional public market investing. From the dangers of underestimating taxes, fees, and inflation, to the risks of outliving your money, Dave shares why relying on outdated financial advice may be sabotaging your long-term freedom.
With his entrepreneurial mindset and deep experience, Dave challenges listeners to think beyond Wall Street’s narrative. He introduces smarter, more efficient ways to build wealth—through strategy stacking, alternative investments, and a focus on control and legacy. If you’re tired of riding the market rollercoaster or wondering if you’ll have enough in retirement, this episode will give you the clarity to start thinking differently about your financial future.
👉 Download your free copy of Dave’s book and learn more: https://holisticwealthstrategy.com
👉 Book a call with our team or join the mastermind: https://holisticwealthstrategy.com
711 Listeners
542 Listeners
16,824 Listeners
410 Listeners
3,845 Listeners
611 Listeners
585 Listeners
416 Listeners
3,060 Listeners
517 Listeners
168 Listeners
131 Listeners
695 Listeners
894 Listeners
837 Listeners