155: Building Holistic Wealth with Dave Wolcott – Strategies Beyond the 401(k)

Passive Investing from Left Field

Join us on the latest episode of Passive Investing from Left Field, featuring special guest Dave Wolcott.
This eye-opening episode takes you beyond the usual 401(k) as Dave reveals his journey from the Marine Corps to mastering real estate investing. Get ready to rethink financial freedom as you learn about the importance of mindset, relationships, and repositioning assets for maximum growth.
Whether you're keen to diversify your investments or interested in the mechanics of infinite banking, tune in and transform your financial narrative.

About Dave Wolcott

• 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 top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.
  

Here are some power takeaways from today’s conversation:

02:23 His real estate journey

06:23 Achieving money, purpose, time, and relationship

09:28 Relationship freedom

11:43 The holistic wealth strategy

14:05 Asset repositioning

16:57 What do I do now

21:12 Phase 2 of his wealth strategy

23:44 Phase 3 of the wealth strategy

26:39 Liquidity

29:00 Velocity

33:05 Building a massive passive income

37:00 Merchant cash advances

39:38 Podcast recommendations

40:32 Contact Dave

40:43 Thank you for watching

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Contact the guest:

LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/

Instagram: www.instagram.com/pantheoninvest

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

Podcast Recommendations:

Ben Greenfield Fitness: https://bengreenfieldlife.com/

The Walker Webcast - https://www.walkerdunlop.com/webcasts/

Advertising Partners:

Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/

Tribevest - https://www.tribevest.com/

Rise48 - https://rise48.com/

Vyzer - https://vyzer.co/