In today’s episode, we’re joined by Vicky for a special solo series focused on wealth strategy secrets of the ultra-wealthy. Vicky dives into the lesser-known approaches that set high-net-worth individuals and family offices apart from the typical investor. While most people tend to concentrate their portfolios in stocks and bonds, Vicky reveals that the wealthiest families allocate nearly half their portfolios to alternative investments—assets that go beyond the realm of Wall Street.

Vicky breaks down complex financial concepts in a simple, actionable format, making this episode ideal for anyone looking to build or refine their legacy wealth. Drawing from years of expertise, Vicky explores how alternative investments such as private equity, venture capital, real estate, hedge funds, commodities, and even collectibles can offer unique benefits—like diversification, steady cash flow, and exposure to opportunities rarely found in traditional markets.

This episode is packed with practical insights aimed at helping listeners create generational wealth. Whether you’re just starting your journey or looking for new ways to expand your portfolio, Vicky offers valuable guidance on strategies used by the ultra-wealthy to achieve financial freedom and safeguard their assets.

Visit pantheoninvest.com to start your journey toward a Holistic Wealth Strategy. Download your free copy of Dave’s book at holisticwealthstrategy.com

Today’s episode features an insightful conversation with Derek Coburn, wealth advisor, author of "Let’s Retire Retirement," and founder of the Cadre community. Derek brings decades of experience helping entrepreneurs and high achievers rethink conventional views on wealth, freedom, and the age-old concept of retirement.

Derek’s journey started in traditional financial advising, where he noticed how many people fell into outdated patterns—saving for a distant finish line while sacrificing health, relationships, and personal purpose. He eventually took a different path, focusing on building deep relationships and meaningful communities instead of sticking to the typical accumulation mindset. His book and philosophy challenge listeners to move away from the 18th-century idea of retirement and instead focus on creating freedom and fulfillment right now, not just someday in the future.

In this thought-provoking discussion, Derek and host Dave Wolcott dive into why the old model of working hard today for a delayed payoff tomorrow no longer fits our lives. They explore the mindset shifts needed to prioritize well-being, relationships, and purpose, while still making smart financial choices. Derek’s practical tips and real-world examples will help you reconsider what it means to live and invest wisely.

In this episode, we discuss:

1. Why the traditional retirement model is outdated and may not serve your real goals

2. The difference between accumulation theory and passive income—building freedom today, not just for the future

3. Mindset shifts to prioritize relationships, health, and meaning over postponing happiness

4. Actionable strategies to align your wealth plan with your true priorities and avoid future regrets

Click here to learn more: https://pantheoninvest.com/episode193 

Welcome back to Wealth Strategy Secrets of the Ultra Wealthy! I’m your host, Dave Wolcott, and in this Wealth Strategy Deep Dive, we’re breaking down one of the most powerful frameworks the ultra-wealthy use to build and protect their wealth — The Trifecta Return Profile.

Most investors chase yield or the next hot stock, but the truly wealthy design portfolios that work smarter — optimizing for tax efficiency, passive income, and upside potential. In this episode, Dave reveals how to evaluate any real asset — from multifamily real estate to private credit — through this lens and why this strategy consistently outperforms the Wall Street casino.

Learn how depreciation can eliminate taxes on cash flow, how recurring passive income buys your freedom, and how equity growth compounds your wealth over time. By the end, you’ll understand exactly how to build a “Trifecta Portfolio” that delivers returns in money, time, purpose, and relationships.

Visit pantheoninvest.com to start your journey toward a Holistic Wealth Strategy. Download your free copy of Dave’s book at holisticwealthstrategy.com

Today’s episode features a dynamic conversation with Keala Kanae, a true testament to the power of mindset in achieving extraordinary success. Keala’s journey is as inspiring as it is educational—he went from working as a minimum-wage barista and struggling with 12 years of failed attempts, to building and exiting an eight-figure education company. Now, he dedicates his work to helping founders, investors, and high performers reach their next level through deep mindset transformation and personal development.

Dave dives in with Keala to unlock what really separates high achievers from everyone else. If you’ve ever felt “stuck” despite investing in books, courses, and skill-building, this episode is for you. Keala shares how most barriers to success aren’t about lacking skill or opportunity, but about being misaligned with our true values and purpose—a lesson rooted in the science of axiology, or the study of values.

Listeners will discover how to move from short-term motivation to lasting inspiration, align goals with personal values for effortless progress, and avoid the common pitfalls of self-sabotage and procrastination. This conversation is packed with actionable wisdom and science-backed strategies to help you unlock more purpose, fulfillment, and wealth.

In this episode, we discuss:

1. Keala’s personal journey from minimum wage to entrepreneurial success
2. The difference between skill set and mindset—and why both are essential
3. The science of values (axiology) and how to align your goals with your true values
4. Practical strategies to replace motivation with durable inspiration for lasting achievement

In this powerful episode, Dave Wolcott tackles one of the biggest threats to your financial freedom today: the silent erosion of your wealth through dollar devaluation. With the U.S. dollar losing nearly 10% of its value in 2025, this episode breaks down why inflation isn’t just a temporary headline—it’s a long-term wealth destroyer hiding in plain sight.

Dave reveals why traditional stock and bond portfolios often fail to protect purchasing power and how even “conservative” savers are unknowingly losing ground. He explains the difference between chasing yield and structuring true wealth, exposing why you can’t out-earn a broken monetary system.

You’ll learn how the ultra-wealthy hedge against inflation by owning real assets—income-producing real estate, energy projects, infrastructure, and farmland—that not only preserve value but thrive when fiat currencies fall. Dave connects these timeless principles to today’s investing landscape and shares actionable steps you can take now to diversify outside the dollar and secure your financial independence.

If you’re ready to stop reacting to inflation and start owning assets that create lasting wealth, this episode is your roadmap.

Learn more about building your own portfolio of real assets at PantheonInvest.com or schedule a call with the Pantheon team to discover how the Holistic Wealth Strategy can help you keep—and grow—your wealth outside of Wall Street. Download your free copy of Dave’s book at holisticwealthstrategy.com 

Today’s episode features an enlightening conversation with business coach and entrepreneur, Tanner O’Brien. As a partner in a thriving family-owned ActionCOACH franchise, Tanner has firsthand experience navigating the challenges and triumphs of entrepreneurship—from nearly running out of cash to building a business that truly operates as an asset, not a job.

Tanner’s diverse background in fitness, finance, and leadership, coupled with his journey as both a business owner and coach, provides a rich foundation for today’s discussion. Throughout the episode, he unpacks practical strategies for transforming your company into a machine that can work for you, instead of relying on you. Host Dave Wolcott leads the conversation, drawing out actionable advice for audience members at all stages—whether you’re a seasoned business owner, an aspiring entrepreneur, or someone ready to transition from passive income to a business of passion.

Tanner emphasizes the importance of building a strong foundation, leveraging systems, tracking key metrics, and aligning your team for scalability, freedom, and long-term success. Drawing from decades of ActionCOACH’s proven frameworks as well as his own personal lessons, Tanner gives both encouragement and tactical steps to help entrepreneurs prepare for growth and even a future exit.

In this episode, we discuss:

1. The biggest mistakes business owners make and how to avoid them

2. How to create systems, KPIs, and team alignment to build a business that truly runs without you

3. The fundamental steps every entrepreneur should take before hiring or scaling

4. Exit strategies and how to prepare your business for a successful transition in the future

Click here to learn more: https://pantheoninvest.com/episode191 

When it comes to investing in private markets, not all sponsors are created equal—and understanding the differences can dramatically impact your wealth strategy. In this solo episode of Wealth Strategy Secrets: Deep Dives, Dave Wolcott breaks down the three tiers of private market sponsors—emerging, mid-market, and institutional—and what each means for your portfolio. From entrepreneurial sponsors offering higher projected returns but higher execution risk, to mid-market players delivering strong risk-adjusted performance, to global institutions prioritizing stability over upside, Dave shares how to evaluate the trade-offs at every level.

You’ll discover why mid-market sponsors often represent the “sweet spot” for sophisticated investors, how institutional alignment brings safety but compresses yields, and the hidden risks of chasing pro forma numbers that look too good to be true. Whether you’re diversifying into real estate, energy, private credit, or other alternative assets, this episode equips you with the framework to analyze where your capital is working—and how to strike the right balance between risk, return, and predictability in building legacy wealth.

Download your free copy of The Holistic Wealth Strategy and access exclusive investor resources at holisticwealthstrategy.com 

Today’s episode features an inspiring conversation with Matt Aitchison, a true example of resilience and growth in the world of real estate and entrepreneurship. Matt is a real estate investor, entrepreneur, and host of the Millionaire Mindcast podcast. His journey—from flipping his first “cat house” in his early twenties using 100% other people’s money to building a diversified portfolio of shopping centers, hotels, medical offices, and mobile home parks—is a masterclass in persistence, creativity, and lifelong learning.

Matt’s story stands out not only for the impressive deals and assets, but for his dedication to surrounding himself with mentors and peer communities that drive accountability and continuous development. Throughout the episode, you’ll hear about how Matt shifted from hustle-driven house flips to cash-flowing commercial properties, as well as his philosophy of becoming a “whole life millionaire”—achieving true wealth across finances, relationships, health, and impact.

Matt shares actionable insights on how to structure your life and investment strategy for long-term success. He offers valuable lessons learned from both his wins and setbacks and highlights the importance of likability, mindset, and creative approaches in today’s market environment.

In this episode, we discuss:

1. Matt’s entrepreneurial start and breakthrough first deal

2. The transition from active income flips to passive commercial real estate investing

3. Why mentorship, community, and lifelong learning are critical to wealth building

4. Practical strategies for thriving in today’s changing real estate market

Click here to learn more https://pantheoninvest.com/episode190 

Welcome back to Wealth Strategy Deep Dives, a special solo series of Wealth Strategy Secrets of the Ultra Wealthy. In this episode, Dave Wolcott unpacks a hidden danger that silently threatens most investors: over-concentration risk. History proves the stock market doesn’t move in a straight line—the dot-com crash of 2000 (-50%), the 2008 financial crisis (-57%), and the COVID crash in 2020 (-34% in weeks) all wiped out years of progress for investors who were fully concentrated in equities. The math is even harsher: a 50% loss requires a 100% gain just to break even.

The ultra-wealthy know better. They build resilience by spreading their capital into cash-flowing alternatives and non-correlated assets that protect wealth no matter what the market is doing. Your takeaway is simple: don’t let over-concentration be your blind spot. Smart diversification not only safeguards your wealth but also helps you sleep better at night. 👉 Download your free copy of Dave’s book at HolisticWealthStrategy.com and join the investor community for exclusive strategies and resources to accelerate your path to financial freedom.

Today’s episode features a remarkable guest, Ben West, co-founder of Pragma Energy and an accomplished expert at the crossroads of energy and capital markets. Ben brings close to a decade of experience working globally with C-suite leaders, family offices, and institutional investors, lending him a unique 360-degree perspective on the energy sector. As demand for energy surges worldwide and innovations like artificial intelligence push U.S. power needs to unprecedented heights, Ben joins host Dave Wolcott to unpack the real risks and opportunities in this critical, often misunderstood, asset class.

Ben’s journey into energy investing began in Europe and has taken him from brokering high-level industry relationships to launching Pragma, a platform providing pragmatic, holistic conversations around energy needs and capital reinvestment. In this educational episode, Ben breaks down the complexities of energy investing for both newcomers and experienced investors. He discusses how changing global dynamics—from post-pandemic supply shocks to shifts in public policy and evolving international markets—are driving capital flows, shaping infrastructure challenges, and presenting exceptional opportunities for those willing to lean into the sector.

Listeners will walk away with a clear understanding of why energy remains foundational to our economy, and how passive investment in the sector can unlock consistent cash flow, powerful tax advantages, and long-term upside.

In this episode, we discuss:

1. The fundamentals and investment landscape of the energy sector

2. How global demand and technologies like AI are transforming infrastructure needs

3. Opportunities and challenges in the natural gas market

4. Key risks and due diligence considerations for energy investors

Click here to learn more: https://pantheoninvest.com/episode189