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E12 Dave Wolcott - Infinite Banking & Other Wealth Management Strategies
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Dave Wolcott started his career serving the country as a Captain in the
Marine Corps. In 2000 he and his wife won the baby lottery 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 popular “Wealth Strategy
Secrets of the Ultra-Wealthy” podcast.
Show notes:
0:44 Dave's background and journey with family
4:54 Macro dynamics of investing, in different assets, where there is different kind of supply and demand imbalance.
5:50 Oil and Gas investment (PRP-Proven developed production)
9:34 Time frame to build new supply in the market
10:30 - Offsetting active income vs real estate passive income
13:45 How does Infinite Banking works
19:30 Arbitrage benefits
21:25 Infinite banking solution: Register to pantheoninvest.com, sign up and connect
22:28 Overcoming hurdles quickly
29:45 "Crystal clear vision"
Connect with Dave:
www.pantheoninvest.com
www.pantheoninvest.com/wealth-strategy (free copy of their wealth strategy)
Keep updated, join our investor list: https://farmerscapitalgroup.com/join
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