Wealth Strategy Secrets of the Ultra Wealthy Podcast

In this episode, we have Jason Nees, Pantheon Investments Portfolio Manager and we dive into a comprehensive discussion about the current state of the economy, particularly with a focus on market updates, opportunities, and risks for capital allocation. We tackle and provide you with a macroeconomic assessment, highlighting the resilience in some areas while expressing concerns about consumer behavior and mixed performance across different sectors in the stock market. Our conversation delves into the upcoming political landscape and its potential impacts, including the effects of the election on stimulus measures and deficit spending. We also touch on policies surrounding the 1031 exchange and the importance of sticking to core fundamentals in capital allocation. We also take a look at the rise in interest rates and its impact on distressed real estate markets, presenting future opportunities. Private credit is noted as a complex and growing asset class, with inherent risks in exotic issuances and default rates under uncertain economic conditions, reflecting the intricate balancing act required for strategic capital allocation in the current environment. In this episode we talked about: The current state of the economy, focusing on market updates, opportunities, and risks for capital allocation. The upcoming political landscape, including the effects of the election on stimulus measures and deficit spending, and policies surrounding the 1031 exchange. Consumer spending trends and the dichotomy in discretionary expenses versus travel and entertainment, along with stock market valuations and opportunities in small caps. Challenges in real estate markets, particularly multifamily transactions, and the role of private credit in providing quicker approvals compared to traditional banks, despite higher risks in a weak economy. Connect with Jason: Linkedin: https://www.linkedin.com/in/jnees Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In the latest episode, I had the incredible pleasure of hosting Vered Kogan, a powerhouse in the field of mindset coaching and transformational change. Vered is not only a keynote speaker and author, but she is also the CEO of the Momentum Institute, where she leads with a vision to help individuals and organizations break through mental and emotional barriers to achieve extraordinary success. What sets Vered apart is her mastery of a variety of modalities for rapid transformational change. She is highly trained in Neuro-Linguistic Programming (NLP), Emotional Freedom Techniques (EFT) Tapping, Havening Techniques, Hypnotherapy, HeartMath, and Yoga Nidra. These diverse methodologies enable her to tailor her approach to meet the unique needs of each individual and organization she works with, fostering deep and lasting change. In our conversation, Vered shared invaluable insights from her experience and expertise. We delved into the practical applications of her methods and how they can be used to overcome limiting beliefs, manage stress, and harness the power of the mind to achieve peak performance. Vered's wisdom and actionable strategies are sure to resonate with anyone looking to elevate their mindset and unlock their full potential. This episode is a must-listen for those committed to personal growth and looking to navigate the challenges of our ever-changing environment with confidence and resilience. In this episode, we talked about: Her journey from from Civil Engineering to Mindset Coaching Defining mindset and its influence on personal and professional success The core fears and tips for navigating change with a resilient mindset Techniques for stress management and emotional resilience Connect with Vered: Website: ​https://www.momentuminstitute.com/ Podcast: https://podcasts.apple.com/us/podcast/the-mindset-game-podcast/id1527025040 Instagram: https://www.instagram.com/veredkogan/?hl=en Linkedin: https://www.linkedin.com/in/veredkogan/ Youtube: https://www.youtube.com/c/VeredKogan Email: info@momentuminstitute.com Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In our latest episode, we had the privilege of sitting down with Andrés Preschel, an extraordinary individual whose journey from overcoming personal health challenges to becoming a leading figure in the world of applied physiology and wellness is nothing short of inspiring. Diagnosed with Attention Deficit Disorder (ADD) at a young age, he faced numerous health issues resulting from medication, including anxiety, insomnia, and body dysmorphia. Despite these challenges, Andrés harnessed the support of his family and friends, turning his life around through a dedicated focus on health and the development of new habits. [CLICK HERE TO LISTEN NOW] Andrés' deep dive into the fitness world began in 2017, partnering with Dr. Moises Roizental to create lifestyle medicine and longevity programs. He has co-authored a book and led webinars reaching tens of thousands, covering crucial topics such as Intermittent Fasting, Longevity, and Exercise Physiology. As the founder of Know Your Physio and a founding member at Drym Health, Andrés is at the forefront of creating innovative Remote Monitoring and Lifestyle Data Analytics solutions. His work aims to help ambitious individuals and teams achieve longer, healthier, and more fulfilling lives. [CLICK HERE TO LISTEN NOW] In this episode, we talked about: Diagnosis and management of ADD, including challenges with medication What does an optimal health mean? Overcoming health issues and the four pillars of optimized health Strategies for optimizing health, performance, and achieving a fulfilling life Connect with Andres: Website: https://andrespreschel.com/ Linkedin: https://www.linkedin.com/in/andrespreschel/ Twitter: https://twitter.com/AndresPreschel Instagram: https://www.instagram.com/andrespreschel/ Youtube: https://www.youtube.com/channel/UC8eRVkjlU658GVemC57r7yg Email: andres@knowyourphysio.org Podcast: https://andrespreschel.com/podcast-kyp/ Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode we have Nic Peterson, a dynamic entrepreneur and the co-founder of Mastery Mode. Nic's impressive portfolio includes co-founding multiple successful companies such as Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics, now known as Trevor Kashey Nutrition. With a track record of founding or co-founding over half a dozen companies that have achieved seven or eight-figure revenues, Nic brings a wealth of experience and insights to the table. Throughout our conversation, Nic shared his journey from experiencing significant successes to enduring challenging failures. His approach is deeply rooted in being a perpetual student, constantly developing new skills and learning from every venture he undertakes. Nic emphasized the importance of implementing lessons learned, which has been a cornerstone of his growth and success. Nic's current focus with Mastery Mode is on helping business owners, consultants, and service providers build robust systems and operations. Tune in to this episode for an engaging and insightful discussion with Nic Peterson, and learn how his strategies can help you achieve your business goals. In this episode, we talked about: His personal journey of founding multiple companies, detailing the successes he has celebrated and the valuable lessons learned from his failures. Important concepts from his book Bumpers: The Framework for Finding Your Personal Abundance, Maximum Productivity, Greatest Profits and Highest Quality of Life How creating efficient systems and robust operations can help business owners, consultants, and service providers leverage their time and increase profitability. The significance of continually developing new skills and implementing learned lessons to drive personal and professional growth. Connect with Nic: Website: https://www.nicpeterson.com/ Instagram: https://www.instagram.com/nicpeterson23/?hl=en Linkedin: https://www.linkedin.com/in/nic-peterson/ Book: https://www.amazon.com/Bumpers-Framework-Personal-Abundance-Productivity/dp/1956955348 Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we have Christopher Larsen, the dynamic founder and Principal of Next-Level Income. Chris, who transitioned from an 18-year career in the medical device industry to a successful investor and educator, shares his journey towards financial independence and his passion for helping others achieve the same. Over the years, Chris has diversified his investment portfolio to include development projects, private lending, distressed debt, and commercial properties. Since 2016, he has been syndicating commercial real estate deals and has been involved in over $1 billion worth of real estate acquisitions. In our enlightening conversation, Chris Larsen shared several key insights that are crucial for anyone aspiring to achieve financial independence. Chris's experience spans various sectors, including development projects, private lending, distressed debt, and commercial properties, demonstrating how a well-rounded approach can lead to substantial growth. Another significant insight Chris provided was the power of education and strategic networking. He underscored the necessity of continuous learning and staying informed about market trends and investment opportunities. In this episode, we talked about: Finding purpose and resilience through experiencing hardships and overcoming challenges The role of education and continuous learning in achieving financial independence His personal experience in real estate investing and his investing thesis Tips for aspiring investors on taking the first steps toward financial independence Connect with Chris: Website: https://nextlevelincome.com/ Facebook: https://www.facebook.com/nextlevelincomeshow Linkedin: https://www.linkedin.com/in/nextlevelincome/ Instagram: https://www.instagram.com/thenextlevelincomeshow/ Contact: 828-768-8700 Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we had the honor of having Salvatore M. Buscemi, a titan in the realms of finance and real estate. With a storied career and an enviable portfolio, Salvatore has cemented his reputation through astute investment strategies and dynamic leadership roles. As the CEO and Co-Founding Partner of HRN, LLC, Salvatore spearheads a private multi-family investment office that boasts a diverse range of successful ventures. His prowess extends to his role as CEO of Dandrew Partners Capital Management, where he navigates the complexities of various investment vehicles across commercial real estate, credit, fine art private credit facilities, and more. In our captivating discussion Salvatore shared an insider's perspective on the intricacies of real estate finance and private equity investment. His deep dive into targeted allocations, particularly in emerging sectors like life sciences, illuminated the pathways to success in a rapidly evolving market. His insights into navigating special situations and capitalizing on basis-driven opportunities underscored the importance of agility and foresight in today's investment landscape. Moreover, Salvatore's pragmatic approach to fund management offered invaluable lessons for both seasoned professionals and budding entrepreneurs alike. In this episode, we talked about: Salvatore Buscemi's background and career trajectory from Goldman Sachs to CEO and Co-Founding Partner of HRN, LLC Diversification across multiple asset classes, including commercial real estate, credit, fine art private credit facilities, and life sciences investments Authorship of books on fund management and real estate private lending Insights into real estate finance, private equity investment strategies and capitalizing on basis-driven opportunities Connect with Salvatore: Website: https://investinglegacy.com Personal Website: https://salvatorebuscemi.com/ LinkedIn : https://www.linkedin.com/in/salvatore-buscemi/ Instagram: https://www.instagram.com/salvatorembuscemi/?hl=en Facebook: https://www.facebook.com/salvatore.buscemi.589 Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we had the pleasure of sitting down with the incredible Jay Conner, a real estate mogul whose success story is nothing short of inspiring. Jay's journey in the real estate industry began in 2003 in a modest town of 40,000 people, where he started buying and selling houses. Fast forward to today, and Jay's profits are soaring, averaging an impressive $78,000 per deal! With over 475 houses rehabbed and a staggering $118 million in transactions under his belt, Jay has truly mastered the art of real estate investment. His passion for motivating and educating fellow real estate investors shines through as he shares his expertise on raising private money without ever having to ask for it. With over 2,000 real estate investors personally coached by Jay, it's clear that his knowledge and guidance are invaluable to those seeking success in the industry. Jay shared his expertise on the art of raising private money without the need to directly ask for it, highlighting the importance of building genuine relationships and trust within the real estate community. With his wealth of experience as a commercial developer and seasoned investor, Jay's guidance on personal development resonated deeply, inspiring listeners to cultivate a mindset of growth and resilience. In this episode, we talked about: Jay's background and how he started buying and selling houses using private money lending The importance of Private Money Lending versus Institutional Money The important lessons he learned in the industry and being in this business Lending process and the ideal borrower qualifications Connect with Jay: Website: https://www.jayconner.com/ Linkedin: https://www.linkedin.com/in/privatemoneyauthority Podcast: https://podcasts.apple.com/us/podcast/raising-private-money-with-jay-conner/id1377723034 Youtube: https://www.youtube.com/channel/UCZfl6O7pRhyX5R-rRuSnK6w Free Book: https://www.jayconner.com/book Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we had the pleasure of hosting Patrick Grimes, a true titan in the world of alternative investments and real estate. Patrick is the founder of Passive Investing Mastery, a company dedicated to empowering investors with the knowledge and tools they need to diversify their portfolios effectively. He's also the mastermind behind InvestOnMainStreet.com, a private equity firm boasting a portfolio of multifamily real estate valued at a staggering $600M+, spread across over 4,000 units in the southeastern United States and Texas. Patrick also reflects on the transformative power of persistence, resilience, and adaptability in overcoming challenges and seizing opportunities in the ever-evolving investment landscape. He encourages listeners to embrace a growth mindset, embrace calculated risks, and embrace continuous learning. Drawing from his own experiences and successes in the industry, Patrick shares practical tips for aspiring investors looking to enter the real estate market. He emphasizes the importance of education, networking, and aligning with reputable partners and sponsors to navigate the complexities of real estate investing effectively. In this episode, we talked about: Patrick's background and his transition from being a passive investor to an active investor Valuable attributes that makes a successful investor His specific wealth management and strategies and current market cycle Alternative investing and challenges with the traditional investing models Connect with Patrick: Website: https://passiveinvestingmastery.com/ Patrick's Free Book: Passiveinvestingmastery.com/book Facebook: https://www.facebook.com/PassiveInvestingMastery Linkedin: https://www.linkedin.com/in/patricksgrimes/ Amazon: https://www.amazon.com/author/patrickgrimes Email: Info@passiveinvestingmastery.com Phone Number: (209) 403-6096 Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In today's episode, we had the honor of having Bronson Hill, the Managing Member of Bronson Equity. With an impressive portfolio boasting 2000 multifamily units valued at over $200 million, Bronson is a powerhouse in real estate investment. He's also the co-leader of the thriving in-person multifamily meetup, Investor to Investor (ITI), based in Glendale, CA. Bronson shared insights gleaned from his extensive experience, having engaged personally with over 1500 investors, raising an astounding $40 million for real estate ventures and his innovative ATM Machine Fund deals. One of the highlights of our conversation was Bronson's exclusive mastermind for affluent passive investors. Within this community, members are offered unparalleled investment opportunities in a growth-oriented environment. Bronson's commitment to providing value and fostering growth within his community is truly commendable. Bronson's deep understanding of the investor mindset is evident not just in his achievements but also in his dedication to education. As the host of The Mailbox Money Show, he's committed to empowering others on their journey to financial freedom. His book, "Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less," serves as a blueprint for those looking to break free from the chains of traditional employment. Tune in to this episode as we delve deep into the strategies and principles behind Bronson Hill's remarkable success and uncover the secrets to achieving financial independence through strategic investing. In this episode, we talked about: Insights from his book Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less His expert insight and perspective about passive investing vs growth Bronson's personal investment thesis and stand with the current market economic cycle The importance of mindset, vision and having long term goals Connect with Bronson: Facebook: https://www.facebook.com/BronsonEquity LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany Youtube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg Instagram: https://www.instagram.com/bronsonequity/ Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today's guest is none other than Andrew Reichert, the CEO and Founder of Birgo, a prominent private equity real estate firm based right here in Pittsburgh. With a staggering $312 million in assets under management spanning over 3,400 multifamily units, Andrew is a titan in the real estate investment arena. His keen entrepreneurial spirit not only drives the success of his business ventures but also extends to his vision for the future of real estate and entrepreneurship. Andrew's dedication to community involvement serves as an inspiration, demonstrating that success is not only measured by financial achievements but also by the positive impact one can make in the lives of others. Throughout our conversation, Andrew delves into his entrepreneurial journey, having founded four companies and contributed to numerous startups. We explore Birgo's strategies for raising capital, purchasing, and effectively managing multifamily residential real estate, shedding light on key market insights and investment strategies. Additionally, Andrew shares his passion for community involvement and nonprofit work, including his commitment to financial literacy through a nonprofit he founded and his active participation in local charities. In this episode, we talked about: Andrew's Entrepreneurial journey, his background and leadership Transitioning to multifamily syndications and his real estate investment strategies His current market insights and debt underwriting process Personal insights and advice about the importance of community work and his involvement in non profit organizations Connect with Andrew: Website: https://www.birgo.com/capital Facebook: https://www.facebook.com/birgocapital Instagram: https://www.instagram.com/birgocapital/ Linkedin: https://www.linkedin.com/company/birgocapital/ Podcast: https://podcasts.apple.com/us/podcast/real-returns/id1642761377 Youtube: https://www.youtube.com/@realreturns Click here to read more: https://pantheoninvest.com/wealth-wisdom-and-worth-lessons-from-the-forefront-of-entrepreneurship/