175: Strategic Wealth Building with Dave Wolcott

Big Mike Fund Podcast
Big Mike Fund Podcast
175: Strategic Wealth Building with Dave Wolcott

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?


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.