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847: Dave Wolcott: The Value Of A Virtual Family Office
Manage episode 438905802 series 177207
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
849 episodes
Manage episode 438905802 series 177207
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
849 episodes
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