Episode 4: Cash Flow Strategy

Welcome back to another episode of Wealth Strategy Deep Dives, where we distill powerful wealth-building strategies into short, tactical episodes. Today we’re uncovering one of the most essential frameworks behind building sustainable wealth: The Cash Flow Strategy of the Wealthy.

In this solo episode, I walk you through the exact cycle the ultra-wealthy use to create capital, protect it, and compound it over time. We’ll cover how to generate value through your business or W2 income, then use tools like infinite banking to amplify your wealth before investing into tangible assets like real estate and private equity. I also explain how tax-free wealth, passive income strategies, and alternative investing work together in this flywheel—giving you the roadmap to achieve financial independence and build lasting legacy wealth. It all starts with getting in the game, and then it becomes rinse and repeat.

📘 Grab your free copy of the book: www.holisticwealthstrategy.com 🎥 Watch the episode with visuals: Pantheon Invest YouTube