Drawing from his book "The Wholistic Wealth Strategy," this week's guest Dave Wolcott shares invaluable insights and actionable strategies for achieving holistic wealth. Get ready to embark on a journey as Dave opens up about his personal transition from a military background to the corporate world, revealing the mindset shifts necessary for building wealth. Together, they explore the five phases of wealth building, providing a roadmap for listeners to follow on their own path to financial prosperity. But it doesn't stop there. Discover the power of creating a strong infrastructure and assembling a dedicated team to support your wealth-building endeavors. Dave dives into must-know topics like tax strategies, infinite banking, and estate planning, illuminating the way to safeguard and grow your assets. With a range of investment options on the table, you'll gain the knowledge needed to generate sustainable wealth.

"Think about yourself as being your greatest asset."

-Dave Wolcott

Here are 5 Key Takeaways from this episode:

• Vision can clarify the direction you are heading and finding purpose
• Understanding alternative assets
• 5 Phases of Wealth Building
• The formula for Net worth
• Creating Infrastructure and Team around our Wealth

Honorable Mentions & Useful Links:

• The Holistic Wealth Strategy: Your Roadmap to Financial Freedom
• Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom
• 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less

Connect with Dave Wolcott:

• Instagram
• LinkedIn
• Website
• Youtube
• Email

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