Wealth Begins With Self-Awareness with Richard Coyne & Bill Zahller

In this episode, Dave Wolcott joins the Road Less Travel Show to share the personal journey that shaped his approach to wealth, leadership, and purpose. From growing up in a middle-class household in Connecticut to serving four years in the U.S. Marine Corps, Dave reflects on the lessons of leadership, integrity, and teamwork that stayed with him long after his military service. After transitioning into corporate America, he found himself frustrated by the lack of mission and purpose—until discovering Robert Kiyosaki's Cashflow Quadrant, a moment that fundamentally changed how he viewed business, investing, and financial freedom.

Dave unpacks how years of running a technology consulting business while investing "underground" in alternative assets ultimately led to the creation of Pantheon and his book, The Holistic Wealth Strategy. He offers practical advice for anyone considering a major career or life pivot, emphasizing the importance of self-awareness, doubling down on your strengths, and building a team to support the areas where you're not naturally wired. Dave also highlights tools like the Kolbe Index to better understand your instinctive strengths, avoid burnout, and design a path aligned with who you truly are—both in business and in life.

Download a free copy of Dave's book at HolisticWealthStrategy.com and join the investor community for exclusive education, opportunities, and resources. Want to go deeper? Book a call to explore the Virtual Family Office or apply for the Mastermind to start building true generational wealth.