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847: Dave Wolcott: The Value Of A Virtual Family Office

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Manage episode 438905802 series 177207
Content provided by M.C Laubscher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by M.C Laubscher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

Interview Links:

Pantheon Investments: https://pantheoninvest.com/

Subscribe To Our Weekly Newsletter:

The Wealth Dojo: https://subscribe.wealthdojo.ai/

Download all the Niches Trilogy Books:

The 21 Best Cashflow Niches

Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book⁠⁠

Audio: ⁠https://podcasters.spotify.com/pod/show/21-best-cashflow-niches⁠

The 21 Most Unique Cashflow Niches

Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches⁠⁠

Audio: ⁠https://podcasters.spotify.com/pod/show/21-most-unique-niches⁠

The 21 Best Cash Growth Niches

Digital: ⁠https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches⁠⁠

Audio: ⁠https://podcasters.spotify.com/pod/show/21-cash-growth-niches

Listen To Cashflow Ninja Podcasts:

Cashflow Ninja

⁠https://podcasters.spotify.com/pod/show/cashflowninja⁠

Cashflow Investing Secrets

⁠https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets⁠

Cashflow Ninja Banking

⁠https://podcasters.spotify.com/pod/show/cashflow-ninja-banking⁠

Connect With Us:

Website: http://cashflowninja.com

Podcast: http://resetinvestingsecrets.com

Podcast: http://cashflowinvestingsecrets.com

Podcast: http://cashflowninjabanking.com

Substack: https://mclaubscher.substack.com/

Amazon Audible: https://a.co/d/1xfM1Vx

Amazon Audible: https://a.co/d/aGzudX0

Facebook: https://www.facebook.com/cashflowninja/

Twitter: https://twitter.com/mclaubscher

Instagram: https://www.instagram.com/thecashflowninja/

TikTok: https://www.tiktok.com/@cashflowninja

Linkedin: https://www.linkedin.com/in/mclaubscher/

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Youtube: http://www.youtube.com/c/Cashflowninja

Rumble: https://rumble.com/c/c-329875

  continue reading

849 episodes

Artwork
iconShare
 
Manage episode 438905802 series 177207
Content provided by M.C Laubscher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by M.C Laubscher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

Interview Links:

Pantheon Investments: https://pantheoninvest.com/

Subscribe To Our Weekly Newsletter:

The Wealth Dojo: https://subscribe.wealthdojo.ai/

Download all the Niches Trilogy Books:

The 21 Best Cashflow Niches

Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book⁠⁠

Audio: ⁠https://podcasters.spotify.com/pod/show/21-best-cashflow-niches⁠

The 21 Most Unique Cashflow Niches

Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches⁠⁠

Audio: ⁠https://podcasters.spotify.com/pod/show/21-most-unique-niches⁠

The 21 Best Cash Growth Niches

Digital: ⁠https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches⁠⁠

Audio: ⁠https://podcasters.spotify.com/pod/show/21-cash-growth-niches

Listen To Cashflow Ninja Podcasts:

Cashflow Ninja

⁠https://podcasters.spotify.com/pod/show/cashflowninja⁠

Cashflow Investing Secrets

⁠https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets⁠

Cashflow Ninja Banking

⁠https://podcasters.spotify.com/pod/show/cashflow-ninja-banking⁠

Connect With Us:

Website: http://cashflowninja.com

Podcast: http://resetinvestingsecrets.com

Podcast: http://cashflowinvestingsecrets.com

Podcast: http://cashflowninjabanking.com

Substack: https://mclaubscher.substack.com/

Amazon Audible: https://a.co/d/1xfM1Vx

Amazon Audible: https://a.co/d/aGzudX0

Facebook: https://www.facebook.com/cashflowninja/

Twitter: https://twitter.com/mclaubscher

Instagram: https://www.instagram.com/thecashflowninja/

TikTok: https://www.tiktok.com/@cashflowninja

Linkedin: https://www.linkedin.com/in/mclaubscher/

Gab: https://gab.com/cashflowninja

Youtube: http://www.youtube.com/c/Cashflowninja

Rumble: https://rumble.com/c/c-329875

  continue reading

849 episodes

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