Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today we have a true real estate titan: Josh Cantwell. He's not just a real estate investor; he's a maestro of multifamily transactions, a mentor to countless aspiring investors, and the host of the illustrious Accelerated Investor Podcast, where he's chatted with some of the biggest names in the business world, from Kevin O’Leary to Barbara Corcoran and even Donald Trump Jr. Now that's a lineup that's hard to beat! Josh is the CEO of Freeland Ventures and founded Strategic Real Estate Coach in 2007, a platform that allowed him to share his wisdom and guide countless apprentice partners and students toward their own real estate triumphs. In this captivating conversation, Josh peeled back the layers on his transition from financial markets to real estate, sharing how his expertise in capital raising became a potent tool in his real estate endeavors. He shared how he turned the corner from traditional investing to multifamily deals, offering invaluable advice on locating and seizing the most lucrative opportunities.  Josh walked us through his systematic approach to structuring multifamily transactions, sharing tactical insights on negotiation strategies that have consistently secured him profitable deals.  This episode is a masterclass in real estate entrepreneurship, imparting lessons that extend far beyond property transactions and into the realm of true wealth mastery. In this episode, we discuss: Tactical insights into multifamily deals The importance of community and building relationships Structuring and syndication of multifamily transactions in the current market The success formula of Peak Performance    Connect with Josh Cantwell Podcast: https://acceleratedinvestorpodcast.com/ Linkedin: https://www.linkedin.com/in/joshcantwell/  Facebook: https://www.facebook.com/srecnow/  Instagram: https://www.instagram.com/josh.cantwell/  Strategic Real Estate Instagram: https://www.instagram.com/srecnow  Youtube: https://www.youtube.com/@SRECvideo  Email: acceleratedinvestorpodcast.com    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 you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Today's guest is the incredible Travis Watts, a true luminary in the realm of passive income and real estate investing. Travis is not just an investor, he's a full-time advocate for those who are looking to adopt a more hands-off approach when it comes to real estate ventures. As the Director of Investor Education at Ashcroft Capital, Travis spearheads the mission to educate investors about the remarkable potential of hands-off investing in the multifamily real estate space. And what's truly remarkable is that they handle the day-to-day intricacies, even managing residents through their in-house property management company. In this captivating episode, Travis delves into his personal journey, shedding light on his transition from an active real estate investor, juggling single-family homes and various property types, to a burnout in 2015 that led him to seek a more sustainable path. Travis then emerged as a fervent advocate for passive real estate investing, specializing in multi-family apartment complexes. Why multi-family properties, you ask? Travis enlightens us with compelling reasons: a soaring demand for apartments, risk-adjusted returns, tantalizing tax advantages, the prospect of appreciation, monthly dividends from rental income, and the inherent potential to cultivate lasting wealth. So, whether you're an experienced investor or just starting on your wealth-building journey, this episode with Travis Watts is an absolute must-listen.  In this episode, we discuss: Travis's background and transition Benefits of passive multi-family investing Active investing vs passive investing The vision of long-term wealth for financial freedom Connect with Travis: Free 15-Min Call: www.calendly.com/traviswatts   Instagram: https://www.instagram.com/passiveinvestortips  Facebook: https://www.facebook.com/passiveinvestortips  LinkedIn: https://www.linkedin.com/in/traviswatts1234  YouTube: https://www.youtube.com/@travwat  Podcast: https://www.bestevercre.com/podcast/tag/passive-investor-tips    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 you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Our guest for this episode is Louis O'Connor, the Founder and Principal of Strategic Metals Invest. Louis brings a unique perspective to the table, as his company is the sole industry supplier worldwide that allows private investors to not only purchase but also profit from owning Strategic Metals. Louis delves into the mechanics of how Strategic Metals Invest operates, explaining how private investors can get involved, the benefits of diversifying into this unique asset class, and the strategies his company employs to keep this momentum going. Louis dives deep into this innovative investment approach, drawing parallels to the traditional Precious Metals market. Instead of just investing in Gold, Silver, and other precious resources, you can now get your hands on Strategic Metals – a concept that has been outperforming even the well-known market indices.  One of the most intriguing aspects that Louis highlights is the relative obscurity of this investment avenue, particularly in North America. Louis and his team, being based in Europe, are on a mission to bridge this gap by offering North American clients access to geographic diversification that's sorely needed in their portfolios. This episode is a must-listen for anyone seeking to explore new investment horizons and capitalize on the often-overlooked opportunities in the world of Strategic Metals. In this episode, we discuss: The mechanics of Strategic Metals Investment infrastructure Supply and demand of precious metals The risks involved and Tax efficient strategies for this asset class The unique opportunities in precious metals and the importance of diversification of asset class. Connect with Louis: Website: https://strategicmetalsinvest.com/  Facebook: https://www.facebook.com/StrategicMetalsInvest  Linkedin: https://www.linkedin.com/in/louis-o-connor-a583341b8  Youtube: https://www.youtube.com/@strategicmetalsinvest  Email: louis@strategicmetalsinvest.com     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 you FREE copy of the book here: https://holisticwealthstrategy.com/   

Today, we have an incredible guest joining us. Paul Karger, the Co-Founder and Managing Director of TwinFocus, a prestigious Boston-based wealth advisory firm. With over $7 billion under his management, Paul is no stranger to handling the finances of ultra-high-net-worth families and individuals. Before Paul founded TwinFocus in 2006, he had already built an impressive career at UBS, where he established The Karger Group and led a team providing counsel to global high-net-worth families.  Throughout this episode, we'll dive into Paul’s effective investment insights, tax strategies, when to start succession planning, creating an effective portfolio and allocating assets. Paul's day-to-day activities revolve around partnering with TwinFocus' key clients, guiding them through complex business, financial, and life decisions.  Beyond discussing his journey and the creation of TwinFocus, Paul is well-versed in a wide range of topics related to investing, building wealth, generational wealth planning, and extreme tax planning. His clients include some of America's wealthiest families and CEOs, giving him a unique perspective on managing substantial wealth. Whether you're a seasoned investor or someone just starting on their wealth-building journey, this episode promises to be a wealth of knowledge! In this episode, we discuss: Paul's background and journey to becoming the Co-Founder and Managing Director of TwinFocus Extreme tax planning strategies and tips for optimizing tax efficiency for ultra-high-net-worth individuals. Tips for creating a well-balanced investment portfolio and allocating assets effectively. The range of services offered by TwinFocus, including advising clients on complex business, financial, and life decisions.   Connect with Paul Karger:  Website: https://twinfocus.com/paul-karger/    Linkedin: https://www.linkedin.com/in/paulkarger    Instagram: https://www.instagram.com/twinfocused/  Email: pk@twinfocus.com   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 you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Today, we had the pleasure of hosting Jason Nees, a seasoned financial expert with an impressive background. Jason's journey began as a financial advisor at renowned investment firms like Morgan Stanley and Merrill Lynch. During his tenure of over a decade, he assisted countless investors in meticulously planning and strategizing their financial futures. However, Jason's career took an intriguing turn when he was presented with a unique opportunity. He was recruited to assist in raising capital and lead the business development team for a consumer finance company. Over the course of several years, Jason successfully raised over $300 million in capital, showcasing his exceptional financial acumen and ability to navigate the intricacies of capital markets. In this captivating episode, Jason Nees sheds light on the benefits of alternative assets and how they can play a pivotal role in wealth-building strategies. We delve into the world of tax-efficient investments, consistent cash flows, and uncover additional upside potential. With a newfound focus on tax efficiency, consistent cash flows, and potential upside, Jason delved into the world of alternative assets. He became an avid investor in these unconventional asset classes, discovering their potential to accelerate wealth growth while maintaining tax advantages. If you're keen on expanding your financial horizons and discovering how to grow your wealth through innovative investment approaches, this episode is a must-listen!  In this episode, we discuss: Jason Nees' background as a financial advisor at prestigious investment firms like Morgan Stanley and Merrill Lynch. The pivotal role of alternative assets in wealth-building strategies. His top 3 due diligence points. Dealing with windfall profits and navigating significant tax liabilities.   Connect with Jason Nees: Linkedin: https://www.linkedin.com/in/jnees/  Email: jason@pantheoninvest.com    Contact: 913-961-4361   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 you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Today we had the privilege of sitting down with the incredible Adam Carroll. Adam is a true financial literacy expert, celebrated author, and captivating speaker, having delivered over 1,000 speaking engagements worldwide. He is the visionary behind The Shred Method™, a fintech company that empowers individuals and families to achieve remarkable debt freedom at an exceptional speed. This innovative approach to financial freedom is reshaping how people perceive money, education, and personal growth. Throughout the conversation, Adam shared his wealth of knowledge and his dedication to revolutionize financial literacy. We delved into Adam's journey and the pivotal role he's played in the field of finance, particularly through his thought-provoking TED talks, which have garnered a staggering 6 million views on YouTube.  One of the highlights of the conversation was Adam's vision behind The Shred Method™. He detailed how this fintech company empowers individuals and families to liberate themselves from debt quickly, providing practical strategies to achieve financial freedom. Don’t miss this empowering conversation with one of the most influential financial experts of our time. In this episode, we discuss: The importance of financial literacy. Emphasizing the crucial role of money as it sets the foundation for a secure financial future. Uncovering The Shred Method™ Adam's personal principles for financial success and independence.  The significance of smart financial habits and informed decision-making to build lasting wealth.   Connect with Adam Carroll: Personal Instagram: www.instagram.com/Adam.Carroll  Business Instagram: www.instagram.com/The.ShredMethod  Linkedin: https://www.linkedin.com/in/adamcarrollspeaks/  Youtube: https://www.youtube.com/adamcarrollspeaker    The Shred Method: www.TheShredMethod.com  Website: www.AdamCarroll.info    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 you FREE copy of the book here: https://holisticwealthstrategy.com/ 

In this episode, we have Michael W. Sonnenfeldt, an American entrepreneur, philanthropist, and political activist. He is the Chairman and Founder of TIGER 21, the premier peer membership organization for high net worth wealth creators and preservers. Michael is also an accomplished author, having written the acclaimed book "Think BIGGER and 39 other Winning Strategies from Successful Entrepreneurs," which was published by Bloomberg/Wiley in September 2017.  During our conversation, we explore some of the key insights from his investing experience and how they can be applied to achieve financial success. Michael brings a wealth of knowledge and experience to the table. Michael also emphasized the significance of meditation, particularly when it comes to making financial decisions. He highlighted how incorporating meditation practices into his daily routine has positively impacted his ability to navigate the complex world of wealth creation. Join us as we dive deep into Michael Sonnenfeldt's wealth strategies and gain invaluable insights from his vast experience.  In this episode, we discuss: Insights into wealth creation and preservation from his role as the Chairman and Founder of TIGER 21 Michael’s current economic outlook and how you can leverage the market today Meditation as a huge part in making rational choices that align with his financial goals The importance of peer membership organizations for ultra high net worth individuals in achieving financial success   Connect with Michael:  Linkedin: https://www.linkedin.com/in/michael-sonnenfeldt-84072225/  Company Linkedin: https://www.linkedin.com/company/tiger-21/  Website: https://tiger21.com/  Twitter: https://twitter.com/TIGER21  Youtube: https://www.youtube.com/channel/UCWqXd_cR_LYDv5pCJUjJ0HA  Book: Think BIGGER and 39 other Winning Strategies from Successful Entrepreneurs 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 you FREE copy of the book here: https://holisticwealthstrategy.com/  Michael Sonnedfeldt's Photo Credits to Coco Jourdana

Today we have an incredible guest joining us, Mitchell Day, a specialty tax manager with Provision PLC, brings over twenty years of taxation experience to the table. His expertise lies in tax planning for the real estate, construction, banking, and multi-state sectors. Mitchell's impressive background includes working in various roles in both public accounting and industry. But before embarking on his successful accounting career, Mitchell served as an investment advisor in Canada. This unique perspective allows him to provide valuable insights and strategies to his clients.  In this episode, Mitchell shares his expertise on a variety of topics, including consolidated returns, tax provision, and income tax planning. His breadth of knowledge and practical experience will provide our listeners with actionable insights to optimize their wealth strategies. He also talks about understanding unique financial goals, Mitchell identifies how his expertise and knowledge over the years can help people achieve long-term success while maximizing tax efficiency. Discover tax-efficient strategies that can take your financial goals to new heights. In this episode, we discuss: Insights into the process of estimating and accounting for income taxes in financial statements. Exploring the tax implications and benefits of utilizing structured financing methods in various financial transactions Proven strategies and approaches for optimizing income tax planning to minimize tax burdens and maximize wealth accumulation The upcoming changes in tax planning and how you and your business can adapt   Connect with Mitchell Day:  Linkedin: https://www.linkedin.com/in/mitchell-day-bb41b14/  Company Linkedin: https://www.linkedin.com/company/provision---wealth-strategies/  Website: https://www.provisionwealth.com/  Facebook: https://www.facebook.com/provisionplc/  Instagram: https://www.instagram.com/provisionplc/    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 you FREE copy of the book here: https://holisticwealthstrategy.com/ 

In this episode, we dive into the world of industrial real estate with Joel Friedland, a seasoned investor with over 40 years of experience. Joel shares his valuable insights on weathering economic storms, acquiring assets without debt, raising capital, and finding off-market deals.  With an impressive portfolio of nearly 100 acquisitions totaling approximately 3 million square feet, Joel's expertise is unmatched. He has raised over $100 million in private capital and facilitated more than 1,600 industrial leases. Joel sheds light on his remarkable journey of overcoming the challenging 2008 market crash in the real estate industry. Drawing from his experience, Joel discusses the strategies he employed to weather the storm. Through his compelling story, Joel inspires listeners with his resilience, adaptability, and determination to succeed in the face of adversity. He also talks about the risks involved in industrial real estate as well as valuable perspectives he learned along the way. He understands the potential challenges in the industry, including economic fluctuations, tenant turnover, and property maintenance costs. Joel's seasoned approach, combined with his ability to adapt and find off-market deals allows him to mitigate risks and maximize returns.  Join us as we explore Joel's journey from his early beginnings to his current role as the Principal at Brit Properties and Brit Asset Management, where he manages a diverse portfolio of properties on behalf of investors! In this episode, we discuss: How he successfully navigated the challenges of the 2008 recession and developed strategies for buying assets without relying on debt The importance of cold-calling and off-market deals to find lucrative investment opportunities Understanding Industrial leases and the advantages and risks involved in the industry The importance of making informed decisions    Connect with Joel Friedland:  Linkedin: https://www.linkedin.com/in/joel-friedland-sior-5508a791/  Company Linkedin: https://www.linkedin.com/company/brit-properties  Website: https://britproperties.com/  Youtube: https://www.youtube.com/channel/UCS4CNcUQExJrULBowMwzGEw  Facebook: https://www.facebook.com/profile.php?id=100064703481200  Twitter: https://twitter.com/brit_properties  Contact: https://britproperties.com/contact-us/    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 you FREE copy of the book here: https://holisticwealthstrategy.com/ 

In this episode, we dive into the fascinating journey of Dr. Tom Burns, an entrepreneur, retired orthopedic surgeon, and physician for the United States Ski Team. With over 25 years of real estate experience, having acquired or developed over $700 million of real estate locally and internationally, Dr. Burns is an expert in the field. He is also the co-founder and principal of Presario Ventures, a private real estate company focused on apartment development and private equity in Texas and the Sunbelt. Dr. Burns is the author of Why Doctors Don’t Get Rich, a best-selling personal finance book for those who want to live life to the fullest.  Dr. Tom shares in this podcast his remarkable story of transitioning from medicine to real estate, achieving financial independence, and creating a life of abundance. Discover the principles outlined in his best-selling book and learn how you can take control of your financial future, live life to the fullest, and embark on thrilling adventures through the Rich Life Mastermind. He also talks about his journey and the steps taken to break free from financial constraints. Dr. Tom emphasizes the importance of mindset shifts and practical strategies to attain financial independence. Join us in this enlightening episode to discover how you can take charge of your financial future and live a life of abundance through the Rich Life.   In this episode, we discuss: The value of combining medical expertise with business acumen and how it influenced Dr. Burns' entrepreneurial journey. His deep enthusiasm for traveling and the enlightening experiences he acquired. Practical strategies for managing personal finances, and creating wealth. The role of real estate investments, new developments in achieving long-term financial stability. Achieving financial independence to live the life you want.   Connect with Tom Burns:  Linkedin: https://www.linkedin.com/in/tom-burns-9744304/  Personal Website: https://richdoctor.com/ Company Linkedin: https://www.linkedin.com/company/presarioventures/  Presario Ventures Website: https://presarioventures.com/  Email: hello@richdoctor.com  Book: Why Doctors Don’t Get Rich   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 you FREE copy of the book here: https://holisticwealthstrategy.com/