
Sign up to save your podcasts
Or
In this new Wealth Strategy Deep Dives episode, Dave redefines what it truly means to be wealthy—not just in terms of dollars and cents, but through a holistic lens that includes emotional, intellectual, spiritual, and social capital. Drawing from his own journey and inspired by thinkers like Dan Sullivan, Dave unpacks how true wealth is rooted in freedom—the freedom of money, time, purpose, relationships, and location.
If you've ever felt that being "rich" isn’t the same as being fulfilled, this episode is your wake-up call. Dave explains why chasing material success alone leads to burnout, and how aligning your wealth strategy with your values and purpose is the real secret to living a life of freedom, prosperity, and impact. This isn’t about retirement—it’s about never wanting to stop doing what you love.
Download the free Holistic Wealth Strategy Framework: https://www.holisticwealthstrategy.com/
Explore exclusive alternative investments and build true wealth outside of Wall Street with Pantheon: https://pantheoninvest.com
5
9696 ratings
In this new Wealth Strategy Deep Dives episode, Dave redefines what it truly means to be wealthy—not just in terms of dollars and cents, but through a holistic lens that includes emotional, intellectual, spiritual, and social capital. Drawing from his own journey and inspired by thinkers like Dan Sullivan, Dave unpacks how true wealth is rooted in freedom—the freedom of money, time, purpose, relationships, and location.
If you've ever felt that being "rich" isn’t the same as being fulfilled, this episode is your wake-up call. Dave explains why chasing material success alone leads to burnout, and how aligning your wealth strategy with your values and purpose is the real secret to living a life of freedom, prosperity, and impact. This isn’t about retirement—it’s about never wanting to stop doing what you love.
Download the free Holistic Wealth Strategy Framework: https://www.holisticwealthstrategy.com/
Explore exclusive alternative investments and build true wealth outside of Wall Street with Pantheon: https://pantheoninvest.com
710 Listeners
16,775 Listeners
408 Listeners
3,863 Listeners
400 Listeners
991 Listeners
979 Listeners
590 Listeners
1,408 Listeners
415 Listeners
518 Listeners
720 Listeners
288 Listeners
135 Listeners
750 Listeners