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Ep #1000 - How to ACTUALLY Invest In 2024

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Manage episode 436308626 series 2394424
Content provided by Rod Khleif. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rod Khleif 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.

Dave Wolcott is the founder of Pantheon Investments, a firm dedicated to helping entrepreneurs achieve financial freedom and legacy wealth through alternative investments. With over 20 years of experience in wealth-building, Dave has learned from and partnered with top experts in private markets, tax strategy, and multi-generational wealth. His proprietary Pantheon Holistic Wealth Strategy is designed to share insider knowledge and strategies once reserved for the ultra-wealthy. Under Dave’s leadership, Pantheon Investments has become a trusted resource for those looking to transcend traditional stock market approaches and build lasting wealth with purpose and fulfillment.

Here’s some of the topics we covered:

  • Integral Lessons Learned In The Marine Corps

  • Borrowing Against Life Insurance To Make a Purchase

  • The Wholistic Wealth Strategy

  • Belief, Health, and Habits For Success

  • Tax Strategy and Estate Planning

  • The Importance of Asset Protection

  • Asset Repositioning For More Diverse Investments

  • Focusing More On Being a Specialist Rather Than A Generalist

To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com

For more about Rod and his real estate investing journey go to www.rodkhleif.com

  continue reading

996 episodes

Artwork
iconShare
 
Manage episode 436308626 series 2394424
Content provided by Rod Khleif. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rod Khleif 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.

Dave Wolcott is the founder of Pantheon Investments, a firm dedicated to helping entrepreneurs achieve financial freedom and legacy wealth through alternative investments. With over 20 years of experience in wealth-building, Dave has learned from and partnered with top experts in private markets, tax strategy, and multi-generational wealth. His proprietary Pantheon Holistic Wealth Strategy is designed to share insider knowledge and strategies once reserved for the ultra-wealthy. Under Dave’s leadership, Pantheon Investments has become a trusted resource for those looking to transcend traditional stock market approaches and build lasting wealth with purpose and fulfillment.

Here’s some of the topics we covered:

  • Integral Lessons Learned In The Marine Corps

  • Borrowing Against Life Insurance To Make a Purchase

  • The Wholistic Wealth Strategy

  • Belief, Health, and Habits For Success

  • Tax Strategy and Estate Planning

  • The Importance of Asset Protection

  • Asset Repositioning For More Diverse Investments

  • Focusing More On Being a Specialist Rather Than A Generalist

To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com

For more about Rod and his real estate investing journey go to www.rodkhleif.com

  continue reading

996 episodes

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