Nothing but good conversation full of wisdom and knowledge with Dave in today’s episode. Dave Wolcott is the founder and CEO of Pantheon Investments, with a recent offer on the book called The Holistic Wealth Strategy. Today, we learn that most successful entrepreneurs later realize that they have to do their own thing. Becoming a leader, whether in business or in the corporate world, is a lifelong learning process. Together, we answer worries, doubts and future scenarios and challenges with Dave, as we try to find our own freedom in today’s market. Ask yourself; What if everything you thought you knew about investing and building wealth was WRONG? What if you could achieve your FINANCIAL FREEDOM goal in half the time or less?
HIGHLIGHTS OF THE EPISODE
01:21 – Dave’s Story
03:48 – Private Equity Investing in Alternative Assets
05:35 – The Holistic Wealth Strategy
07:00 – Five Simple Phases of Our Vision Statement
11:37 – Capital in Two Places
14:18 – Infinite Banking
16:24 – Passion Project
20:03 – The IBC Policy
21:20 – Where to Keep Liquidity to Add Enough Velocity to Your Portfolio
24:14 – Income Play
26:19 – Closing
Thank you for joining us in another episode. We are committed to inviting more guests that give value to our real estate journey. Stay tuned for more episodes. To learn more, visit our website at www.tempofunding.com.
CONNECTING WITH THE GUEST