66. A Holistic Legacy Planning and Wealth-Building Strategy with Dave Wolcott

How are the top 1% making money? Challenge traditional wisdom and financing and learn a new way of looking at your finances as David Wolcott lays out income-generating techniques that’ll help you earn passive income that exceeds your lifestyle expenses.

WHAT TO LISTEN FOR
The 5 phases of holistic wealth building
Freedom and quality of life that passive investing offers
How the ultra-wealthy structure their wealth-building strategy
Practical ways to counter your top wealth destroyers
Why you should diversify your investment portfolio
Financial benefits of learning how to self-educate

RESOURCES/LINKS MENTIONED
Rich Dad Poor Dad by Robert T. Kiyosaki https://amzn.to/3kAeOIZ
Rich Dad's Cashflow Quadrant by Robert T. Kiyosaki https://amzn.to/3mc920O

Download a FREE eBook version of Dave Wolcott’s The Holistic Wealth Strategy by clicking this link www.pantheoninvest.com/wealth-strategy. For paperback version, it’s available via this link: https://amzn.to/3SzAz8u

To get a copy of Persistence, Pivots, and Game Changers for FREE, go to https://investonmainstreet.com/book and use the code “Passive Income Brothers.”

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. 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.
CONNECT WITH DAVE
Website: Pantheon Investments https://pantheoninvest.com/
Youtube: Pantheon Invest https://www.youtube.com/@pantheoninvest6134/videos
Podcast: Wealth Strategy Secrets of the Ultra-Wealthy | https://podcasts.apple.com/ph/podcast/wealth-strategy-secrets-of-the-ultra-wealthy-podcast/id1609252476 an

Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.