In this episode, Dave Wolcott shares the pivotal journey that pushed him beyond traditional financial advice and into the world of alternative investing. From serving in the Marine Corps to suddenly becoming a father of triplets, Dave realized that maxing out retirement accounts wasn't enough to secure his family's future. That moment launched a 20-year pursuit into real estate, private credit, oil and gas, and other non-correlated assets—ultimately shaping the investment thesis behind Pantheon and the Holistic Wealth Strategy.

Dave breaks down why active real estate often becomes a second job and why most investors are better served focusing on their strengths while leveraging passive investments that deliver cash flow, tax efficiency, and long-term appreciation. He closes with actionable advice for 2025: invest in yourself, prioritize your health and relationships, and elevate your financial IQ through mentors and masterminds.

Download Dave's book for free at HolisticWealthStrategy.com and join the investor community for exclusive education, new opportunities, and resources to accelerate your path to financial freedom.