The Holistic Wealth Strategy

A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life
Book • 2023
In 'The Holistic Wealth Strategy', Dave Wolcott presents a five-phase framework for building legacy wealth and achieving unlimited freedom.

The book emphasizes the importance of aligning financial goals with personal values, purpose, and relationships, offering strategies to protect and multiply wealth like the top one percent.

It encourages readers to move beyond traditional Wall Street investments and embrace a holistic approach to wealth and life.

Mentioned by

Mentioned in 0 episodes

Mentioned by Dave Wolcott as a guide to learning proven strategies the top 1% use to build wealth.
From Navy to Financial Freedom: How Gary McDermid Engineered Passive Wealth with Real Estate & Tax Strategy
Recommended by Dave Wolcott as a guide to building a life of purpose, freedom, and lasting impact.
Future Proof Your Wealth: International Investing, Asset Protection, and Global Mobility Strategies
Mentioned by John Edwin as the author and the book is described as a bestselling book.
Unlocking Financial Freedom: Holistic Wealth Strategies for High-Net-Worth Investors

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app