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Tactical Friday: Achieving Financial Freedom
“In this journey, it's not about just getting one or two wins, right? It's all about putting that in place, this process that you work on, and you refine, and you culminate every day.” - Dave Wolcott
Welcome to this episode of Tactical Friday! In today’s episode, Dave Wolcott is back to talk over the practical steps for achieving financial freedom based on the four phases, tactics in applying the rationale behind these strategies, and how exactly we can start this process.
Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives busy professionals an opportunity to passively invest in top real estate assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,100 doors with a combined value of over $360 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets.
Prior to Pantheon, Dave earned his bachelor’s degree from the George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. He learned about investing in commercial real estate as a passive investor 20 years ago and has experienced several market cycles. In today’s changing world, Dave is more passionate than ever about helping professionals build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets.
Main Takeaways:
The holistic wealth strategy
Getting started with asset management
Connect with Dave
Visit his website at https://pantheoninvest.com/wealth-strategy/. Connect with him at https://www.linkedin.com/in/davewalcott. Check out his book at The Holistic Wealth Strategy: Your Roadmap to Financial Freedom
Leave a 5-star Review and help this show reach more people. To find out more about me, visit https://knightprotectionllc.com/
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By Zack A. Knight
5
9090 ratings
“In this journey, it's not about just getting one or two wins, right? It's all about putting that in place, this process that you work on, and you refine, and you culminate every day.” - Dave Wolcott
Welcome to this episode of Tactical Friday! In today’s episode, Dave Wolcott is back to talk over the practical steps for achieving financial freedom based on the four phases, tactics in applying the rationale behind these strategies, and how exactly we can start this process.
Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives busy professionals an opportunity to passively invest in top real estate assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,100 doors with a combined value of over $360 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets.
Prior to Pantheon, Dave earned his bachelor’s degree from the George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. He learned about investing in commercial real estate as a passive investor 20 years ago and has experienced several market cycles. In today’s changing world, Dave is more passionate than ever about helping professionals build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets.
Main Takeaways:
The holistic wealth strategy
Getting started with asset management
Connect with Dave
Visit his website at https://pantheoninvest.com/wealth-strategy/. Connect with him at https://www.linkedin.com/in/davewalcott. Check out his book at The Holistic Wealth Strategy: Your Roadmap to Financial Freedom
Leave a 5-star Review and help this show reach more people. To find out more about me, visit https://knightprotectionllc.com/