Wealth Strategy Secrets of the Ultra Wealthy Podcast

In this episode, we had the distinguished honor of hosting Charlie Garcia, a distinguished figure whose life journey is a testament to the power of service, leadership, and love. With a multifaceted background spanning public service, military accolades, and impactful contributions to the intelligence community, Charlie's story is one of unwavering commitment to bettering society. Charlie's accolades speak volumes about his dedication to public service, as evidenced by his receipt of the Distinguished Public Service Medal for his efforts to enhance candidate diversity across military service academies during the administrations of Presidents Obama and Bush. Additionally, his commendable work in war-torn Central America in the 1980s earned him the prestigious Defense Meritorious Service Medal. Beyond his illustrious career in public service, Charlie is a prolific thought leader, having founded R360, a community of centimillionaires that are creating massive impact in the world. Charlie also authored two best-selling leadership books that have resonated with readers globally in over ten languages. Charlie shares valuable insights into effective leadership principles. His leadership philosophy serves as a guiding light for aspiring leaders seeking to make a positive impact in their respective spheres of influence. At the core of Charlie's ethos lies a profound commitment to service, underpinned by an abiding love for his country. Each day, he renews his pledge to utilize his gifts for the betterment of society, embodying the essence of true leadership and selflessness. Join us as we delve into Charlie's remarkable journey, uncovering invaluable insights into the art of service, leadership, and living a life driven by purpose and love. In this episode, we talked about: His background, distinguished career in public service, and transformative work in business and entrepreneurship Wealth beyond financial assets, encompassing elements such as family, relationships, and personal fulfillment R360's archetypes framework for understanding investors' risk profiles and behaviors The significance of family as a source of true wealth and fulfillment Click here to read more: https://pantheoninvest.com/wealth-wisdom-and-worth-lessons-from-the-forefront-of-entrepreneurship/

Today, we have a remarkable guest with us, Dustin Baker, a true visionary entrepreneur who has been making waves in the health and fitness industry for over a decade. Dustin's journey is nothing short of inspiring as he acquired BioProtein Technology, aiming to revolutionize natural wellness. His extensive collaboration with elite athletes, physicians, and military personnel underscores his commitment to optimizing human health. As the founding president of BioProtein Technology and BioPro+, Dustin has spearheaded the development of the first non-synthetic alternative to HGH and peptide treatments, promising faster, easier, and safer results. During our conversation, Dustin shares his passion for reshaping the industry with breakthrough alternatives to prescription Human Growth Hormone (HGH) and peptide treatments. His brainchild, BioPro+, stands as a testament to his dedication to providing safe and effective solutions for vitality and longevity. What sets Dustin apart is not just his entrepreneurial spirit but also his unwavering commitment to empowering individuals without compromising safety. Through his leadership, BioPro+ has emerged as an unparalleled beacon of innovation in the field of natural wellness. In this episode, we talked about: Dustin's entrepreneurial journey in the health and fitness industry His vision to revolutionize natural wellness and personal thoughts about anabolic and catabolic workouts The promise of BioPro+ for faster, easier, and safer results compared to synthetic alternatives Insights into Dustin's morning routine, his leadership and entrepreneurial strategies Connect with Dustin: Linkedin: https://www.linkedin.com/in/dustin-baker-31585a82/ Website: https://www.bioproteintech.com/ Email: INFO@BIOPROTEINTECH.COM Instagram: https://www.instagram.com/bioproteintech/?hl=en Click here to read more: https://pantheoninvest.com/optimizing-human-performance-breaking-barriers-in-health-fitness-and-vitality/

Today, we're diving deep into the world of senior housing and assisted living with none other than Isabelle Guarino, the COO of Residential Assisted Living Academy. For the past decade, Isabelle has been at the helm, ensuring smooth operations and keeping everyone on task. Her expertise in senior housing has earned her recognition as one of the "Top Influencers in Senior Housing," and she's a two-time recipient of Aging Media's prestigious "Future Leaders of Assisted Living" award. In this episode, Isabelle shares invaluable insights into the booming senior housing industry, offering listeners a glimpse into the strategies and secrets that have propelled her to the top of her field. She also delved into the key factors driving the success of Residential Assisted Living Academy and the broader senior housing market. She emphasized the importance of providing high-quality care and personalized services to residents, highlighting how these principles have been central to their company's growth and reputation. Tune in as we uncover the wealth-building opportunities hidden within senior living, and learn from the best in the business. This is an episode you won't want to miss! In this episode, we talked about: Her knowledge and expertise in Residential Assisted Living The current markets and identification of emerging trends and demographics in senior housing Understanding the potential for rental income and property appreciation in senior living facilities Leveraging tax advantages specific to real estate investments in the senior housing sector Click here to read more: https://pantheoninvest.com/the-silver-lining-unveiling-wealth-strategies-in-senior-living/

​​In today's episode, we had the honor of hosting Dan Sullivan, the founder and president of The Strategic Coach Inc. With over 40 years of experience as a speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups, Dan is a true visionary in the world of business. Dan's ability to simplify complex concepts and provide actionable strategies will surely resonate, offering practical insights that can be applied immediately to enhance your business performance. His dedication to empowering entrepreneurs to embrace their unique strengths and leverage them for success is truly inspiring. Throughout the episode, Dan shared his deep insights into entrepreneurship and his strong belief in its power to transform lives. He discussed the core principles behind his successful coaching program at Strategic Coach®, emphasizing its focus on helping entrepreneurs achieve their fullest potential both in their businesses and personal lives. Dan also delved into his extensive body of work, he highlighted the importance of continuous growth and improvement, Dan's wealth of experience and wisdom truly made this episode an invaluable resource for entrepreneurs striving for success in both their professional and personal endeavors. Tune in and discover the secrets to unlocking your full potential with Dan Sullivan. In this episode, we talked about: His background and over 40 years of experience as a speaker, consultant, and coach to entrepreneurial individuals and groups. The two the concepts about freedom, both in business and personal life The significance of self-investment in personal and professional development. Value of continuous learning, skill acquisition, and personal growth in entrepreneurship Click here to read more: https://pantheoninvest.com/mastering-the-art-of-strategic-thinking-with-dan-sullivan-lessons-from-40-years-of-experience/

Today, we had the pleasure of hosting Jim Sheils, a distinguished guest with a multifaceted career spanning real estate investment and family education. Jim, a partner at Southern Impression Homes, highlighted his expertise and specialization in constructing rental portfolios for both individual investors and institutional buyers in Florida's burgeoning markets. With a focus on new construction and low-density properties like single-family homes, duplexes, and quads, Southern Impression Homes offers turnkey solutions with property management services in place, ensuring maximum returns for its clients. In this episode, Jim delved into the synergy between his dual passions for real estate and family education, emphasizing the importance of holistic wealth management and the profound impact that strong family ties have on long-term prosperity. He also shared a wealth of actionable advice and inspiring anecdotes, making this episode a must-listen for anyone aspiring to achieve true wealth and fulfillment in all aspects of life. Tune in now to gain exclusive access to Jim Sheils' wealth-building wisdom and transformative insights! In this episode, we talked about: Jim's career spanning real estate investment and family education Creating value through strategic renovations and management His commitment to empowering others in achieving financial freedom through "Passive Income Playbook" Striving for holistic wealth management, encompassing financial, emotional, and relational aspects Connect with Jim: Linkedin: https://www.linkedin.com/in/jimsheils/ Website: https://southernimpressionhomes.com/ Email: newhomes@sihomesfl.com Facebook: https://www.facebook.com/share_channel/ Company Linkedin: https://www.linkedin.com/company/southern-impression-homes-llc/ Click here to read more: https://pantheoninvest.com/family-fortune-and-fulfillment-a-holistic-approach-to-wealth-creation/

In this episode, we had the privilege of hosting Brent Kesler, a former chiropractor turned financial expert who has transformed his life through the revolutionary Money Multiplier (TMM) Method. His passion for this financial concept led him to become a dedicated teacher of the method, with the goal of helping individuals take control of their financial destinies. Regardless of income level, Brent believes that everyone should have access to the TMM Method to manage and grow their wealth. During the episode, he delved into the intricacies of the method, explaining how individuals can recycle, recapture, and maintain total control of their hard-earned dollars. Brent provided insights on avoiding fractional reserve banking and outlined a strategy to reclaim all the money spent on every car purchased for oneself and their family for a lifetime. Listen now to gain valuable insights from Brent's expertise, you will discover a powerful financial strategy that will empower you to take charge of your financial lives. In this episode, we talked about: How he successfully paid off a staggering $984,711 in third-party debt within just 39 months The specifics of Infinite Banking Concept as a process and not an investment His concept on how to recycle, recapture, and maintain total control of hard-earned dollars through The Money Multiplier Method Strategic advice and insights to manage multiple whole-life policies Connect with Brent: Linkedin: https://www.linkedin.com/in/thebrentkesler Website: https://www.themoneymultiplier.com/ Resources: https://www.themoneymultiplier.com/resources Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990 Youtube: https://www.youtube.com/@the.money.multiplier/about Facebook: https://www.facebook.com/themoneymultiplier Click here to read more: https://pantheoninvest.com/recycle-recapture-reclaim-taking-control-of-your-wealth-through-infinite-banking/

In this episode we had the pleasure of hosting Kim Daly, an expert with over two decades of experience in helping individuals achieve their dreams of business ownership through franchising. Recognized as one of America's top franchise consultants, Kim has played a pivotal role in creating nearly 1000 successful franchise owners During the episode, she delved into the concept of navigating uncertainty and why franchising is considered a "safe" investment, exploring the real value proposition in investing in a franchise. Kim shared navigating uncertainty, understanding the real value proposition in franchise investments, and the factors that contribute to the growth of the franchise industry in various economic climates. She also covered practical advice on selecting the right franchise based on one's background, interests, skills, finances, and life goals. Tune in to this episode to gain a wealth of knowledge from a true expert in the field. In this episode, we talked about: Kim's background helping individuals achieve business ownership through franchising Exploring the benefits and value proposition that come with investing in a franchise business Practical advice on choosing the most suitable franchise based on one's background, interests, skills, finances, and life goals The economics of franchising and the current industry growth Click here to read more: https://pantheoninvest.com/crafting-your-dream-life-wealth-building-with-strategic-franchising/

In this episode, we had the pleasure of hosting Daniel Brown, the visionary CEO of Brownstone in Austin. Daniel, originally from the UK, shared his incredible journey of becoming an American entrepreneur, family man, and a leader in the real estate industry. Daniel's background as the former CEO of a $150 million UK jewelry chain brings a unique perspective to his current role. Since relocating to the US in 2015, he has immersed himself in various aspects of the real estate market, dealing in 9 states and working on rentals, fix-and-flips, and new construction projects. Daniel shared his belief in personal growth and holistic health. He emphasized the importance of mindset and effort in achieving success and happiness. Daniel dreams of a future where everyone moves closer to their ultimate potential, and his long-term thinking and action-oriented nature have been instrumental in Brownstone's success over the last 5 years. As the head of Brownstone, Daniel also discussed the company's mission to create stunning spec homes that prioritize design, quality, and health. If you're interested in the intersection of real estate, personal growth, and holistic health, you won't want to miss this insightful conversation! In this episode, we talked about: The importance of mindset and vision in your overall wealth strategy His personal advice and insights about the hierarchy of needs The business model of Brownstone and his experience as an entrepreneur The importance of knowledge, taking action and practical tips to maximize your true potential Connect with Daniel: Linkedin: https://www.linkedin.com/in/daniel-brown-75a62929/ Website: ​https://brownstoneci.com/ Email: hello@brownstoneci.com Instagram: https://www.instagram.com/brownstone_capital_investments/ Contact number: (833) 277-8663 Click here to read more: https://pantheoninvest.com/building-your-mind-building-your-wealth-the-real-estate-potential-paradigm/

Today, we had the pleasure of hosting Mark Podolsky, the owner of Frontier Properties, a leading land investment company, and widely known as The Land Geek. Mark brings a wealth of knowledge and experience to the table, having completed over 5,500 land deals and earning his company, Frontier Equity Properties, an impressive A+ rating with the Better Business Bureau. Beyond his success in land investments, Mark is also sharing how his passion for land has led him to unexpected ventures. First as a podcast host, where he generously shares geeky tips, tricks, shortcuts, and wisdom for free and also as a coach and a mentor. In the interview, Mark's passion for raw land investments was evident as he elaborated on why raw land is often considered the best passive income source. He highlighted the unique advantages and opportunities that the raw land market presents, shedding light on the untapped potential that can be harnessed by investors willing to navigate this unconventional territory. Mark has found a calling as a teacher, coach, and mentor to a growing community of individuals eager to succeed. He expressed his gratitude for being surrounded by smart, quality-driven individuals who share his passion for success. In this episode, Mark's humility and genuine desire to guide others toward financial success shine through. In this episode, we talked about: His background and experience as the owner of Frontier Properties, a prominent land investment company Why raw land is considered the best passive income source and unique advantages and opportunities in the raw land market Practical advice for both seasoned investors and beginners specifically in landflipping The impact and benefits of being surrounded by like-minded people and importance of mentorship and shared success Click here to read more: https://pantheoninvest.com/discovering-the-hidden-gold-navigating-the-untapped-potential-of-raw-land-for-ultimate-passive-income/

Today's episode is an absolute powerhouse of insights into optimizing health and achieving peak performance. Our guest is none other than Dr. Tracy Gapin, a board-certified urologist, world-renowned men's health and performance expert, and the brilliant mind behind The Gapin Institute, a global leader in high-performance health. Dr. Gapin brings over 20 years of experience to the table, with a focus on providing executives, entrepreneurs, and athletes a personalized path to optimize their health and fulfill their highest potential. In this conversation, Dr. Gapin shares his wealth of knowledge delving into the strategies and insights that have made him a sought-after expert in the industry. From his TEDx talks to being a member of prestigious organizations like the American Academy of Anti-Aging, Age Management Medical Group, and International Peptide Society, Dr. Gapin is at the forefront of cutting-edge health practices. You will gain valuable insights into Dr. Gapin's holistic approach to health optimization, this episode is packed with actionable advice to help you achieve your health and performance goals. Tune in to learn from Dr. Tracy Gapin's expertise and discover the secrets to unlocking your highest potential. In this episode, we talked about: The principles of functional medicine, emphasizing a holistic approach to health Role of genetics in shaping an individual's health and how understanding one's genetic makeup can guide personalized health strategies Unpacking the impact of environmental toxins on health and performance A deep dive into the significance of testosterone in men's health and performance Biohacking techniques and tools that can be employed to enhance physical and mental performance Connect with Dr. Tracy: Website: https://gapininstitute.com/ Facebook: https://www.facebook.com/drtracygapin Instagram: https://www.instagram.com/drtracygapin/ Twitter: https://twitter.com/DrGapin Youtube: https://www.youtube.com/@DrTracyGapin Linkedin: https://www.linkedin.com/in/tracygapin/ Contact number for reminders: 718-675-9949 Text the word 'health' to 26786 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/