Wealth Strategy Secrets of the Ultra Wealthy Podcast

In this episode, we are joined by Richard Canfield, an Amazon Bestselling Author, Podcast Host, and Authorized Infinite Banking Practitioner. Richard's life took a transformative turn in 2009 when he came across the book "Becoming Your Own Banker, Unlock The Infinite Banking Concept" by R. Nelson Nash. The profound ideas presented in the book resonated deeply with him, and he knew he had found what he had been searching for all his life. Today, Richard and his team are on a mission to share the powerful message of financial hope and control. Their focus lies in putting people in the driver's seat of their financial lives and creating durable, dependable, generational wealth. Richard shares the concept of Infinite Banking as we delve into its principles, benefits, and practical applications. Through this discussion, Richard provides valuable insights and strategies for keeping more of one's hard-earned money and reducing taxes. His expertise and passion shine through as he shares actionable steps to implement this financial approach. Drawing on his experience as an Authorized Infinite Banking Practitioner, Richard works closely with families, business owners, and real estate investors, and in this episode, he talks about how to strategize how you can maximize the wealth that flows through your hands over a lifetime. Unlock the infinite potential of Infinite Banking and discover how it can pave the way to building generational wealth. In this episode, we discuss: How one book transformed his perspective on finances and set him on a new path. The concept of Infinite Banking Practical tips and strategies about Infinite Banking and financial control Important lessons he learned from Nelson Nash Connect with Richard Canfield:  Linkedin: https://www.linkedin.com/in/richardcanfield  Youtube: http://richardonyoutube.com/ Podcast: https://wealthwithoutbaystreet.com/  Website: https://www.ascendantfinancial.ca/richardcanfield/  Twitter: https://twitter.com/rcanfield1  Facebook: https://www.facebook.com/richard.canfield  Books/Co-author: Canadians Guide to Wealth Building Without Risk, The Process of Becoming Your Own Banker Cash Follows The Leader, Uninterrupted Daily Growth with High Cash Value Life Insurance    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 Rich Fettke, a renowned author, real estate expert, and wealth mindset coach. With a deep-rooted passion for helping individuals grow their wealth, maximize their mental and physical capabilities and live more fulfilling lives, Rich brings a wealth of knowledge and experience to the table. As a co-founder of RealWealth®, a company that has empowered over 60,000 members to enhance their financial intelligence and acquire cash-flowing income properties, he has helped countless individuals gain financial freedom and live life on their own terms. With a background as a licensed real estate broker and an active investor, Rich's expertise in the realm of real estate is unparalleled. Throughout the episode, Rich emphasizes the significance of cultivating a wealth mindset for achieving extreme success. He shares strategies for overcoming limiting beliefs, shifting financial barriers, and harnessing the power of financial intelligence. By developing a proactive and abundance-focused mindset, individuals can unlock their full potential and create a life that they want. He also shared the importance of health and mindset and his holistic viewpoint of real wealth. He is a pioneer in the field of business and personal coaching. As one of the ICF's first Master Certified Coaches, Rich has played a vital role in advancing the coaching profession and empowering individuals to achieve their goals. Tune in to gain inspiration and practical strategies to elevate your financial intelligence and live life on your own terms.   In this episode, we discuss: Rich's health scare that shifted him and his wife’s perspective about wealth and financial preparation The creation of RealWealth® and how it has grown with thousands of members Strategies for shifting limiting beliefs and overcoming financial barriers The importance of continuous learning and personal growth Embracing a well-rounded and fulfilling lifestyle   Connect with Rich Fettke:  Linkedin: https://www.linkedin.com/in/fettke/  Website: https://realwealth.com/  Facebook: https://www.facebook.com/RealWealthNetwork/  Instagram: https://www.instagram.com/realwealthnetwork/  Youtube: https://www.youtube.com/user/realwealthnetwork  Twitter: https://twitter.com/realwealthnet    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/ 

We are back with M.C. Laubscher, the President of Producers Wealth, a leading wealth creation firm. With clients across all 50 states, M.C. and his team specialize in implementing holistic wealth creation strategies. Their mission is clear - to assist producers and creators in building, safeguarding, and multiplying their wealth, regardless of the economic climate. You may already be familiar with M.C.’s highly acclaimed podcast, Cashflow Ninja, where he dives deep into the realms of business and investing. But that's not all! M.C. has recently launched a brand new podcast, Cashflow Investing Secrets, to provide even more value to his dedicated audience. M.C.'s purpose goes beyond just financial success. In this episode, he talks about challenging the conventional beliefs and misinformation surrounding money, saving, investing, wealth, and retirement. By breaking down societal belief systems, M.C. empowers the listeners to question the status quo and adopt new strategies that align with their goals. Join us in this captivating conversation as M.C. shares his wisdom and experience, unveiling strategies that can accelerate your path to financial freedom. It's time to take control of your legacy and live life on your own terms. Get ready to transform your financial future with M.C. Laubscher's revolutionary insights!   In this episode, we discuss: His prevailing viewpoint on the current state of the economy The cash flow strategies he is implementing in the uncertain future Unprecedented amounts of capital pouring into life insurance policies Infinite banking concept as a continuous process Creating opportunities with the unpredictable economy   Connect with M.C. Laubscher: Linkedin: https://www.linkedin.com/in/mclaubscher/  Website: https://cashflowninja.com/  Book: https://cashflowninja.com/21inches Youtube: https://www.youtube.com/c/cashflowninja  Podcast: https://open.spotify.com/show/4BIw1hrO1N7JC6fjtTutdK  Facebook: https://www.facebook.com/cashflowninja/  Instagram: https://www.instagram.com/thecashflowninja/?hl=en    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/ 

Peter Reese is the President of Reelvest Properties, a prominent land development and investment company. With nearly two decades of real estate experience as a broker and investor, Peter has successfully purchased and sold hundreds of pieces of real estate for a profit, both for himself and his clients. In 2022, his land flipping and development business generated an impressive revenue of $3.5 million, and he's pushing to achieve even greater heights with a target of $10 million in 2023. Peter's extensive experience in the real estate industry has solidified his reputation as an expert in the field.  In this podcast, Peter shares how his curiosity to learn about land flipping turned out to be hugely profitable and eventually becoming a multi-million business. His track record of profitable transactions and deep understanding of the market make him a valuable resource for listeners seeking insights into successful land flipping strategies. Peter provides important insights into the world of land flipping as he defines the concept and delves into the strategies he has employed to achieve success in this area. He discusses a deeper understanding of the factors to consider when evaluating land for flipping and development, allowing them to make informed decisions in their own real estate ventures. With numerous profitable real estate transactions under his belt, uncover Peter’s wealth strategies while finding the right balance for his health and family!   In this episode, we discuss: Peter’s background and how he started his company Reelvest Properties Definition and overview of land flipping as a real estate strategy. Insights into the strategies employed by him in successful land flipping endeavors. Factors to consider when evaluating land for flipping and development. Maintaining a balanced lifestyle: Family, business, & health   Connect With Peter Reese: Business - https://reelvest.com/  Podcast - https://turningprofit.com/  Free Land Flipping Community - https://www.skool.com/turning-profit-land-flipping-8440?invite=48d283de3d724193a45f65a0f2cb946e  Instagram - @turningprofitpete & @reesepeter YouTube - @turningprofit Twitter - @turningprofit TikTok - @turningprofitpete   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/   

Lior Gantz is the CEO of Wealth Research Group, self-made millionaire, and expert in implementing business and investment principles. Despite the challenges of growing up with a father who went bankrupt three times before he was 22, Lior is proof that formal education isn't necessary for success. Discover the motivational journey of Lior who failed, picked himself up, and persevered, dedicating years to grinding out 84-hour workweeks. Despite his challenges, he meticulously sought guidance from a trove of self-help literature and passionately shared his newfound wisdom with the world. In this episode, Lior shares his expertise in creating prosperous businesses, combining traditional deep-value investing techniques with contemporary fields like natural resources and blockchain technology. His investment philosophy is a game-changer, and his knowledge is unparalleled. Lior doesn’t only strategize in making sound investment decisions, he is also an advocate for crucial steps of risk management, balanced asset allocation, and appropriate position sizing. He walks through his research on keeping investors in the loop with the most unique investment perspectives. Discover Lior’s secrets to building wealth and achieving financial freedom! In this episode, we discuss: Lior’s background and how he started with investing The current state of the world's economy Best sectors for investment opportunities Expert advice about Federal Reserve and inflation His investment philosophy and strategizing his asset allocation   Connect with Lior Gantz:  https://www.wealthresearchgroup.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/ 

Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council,  Money Magazine, Talks at Google,  CNBC’s Smart Money Talk Radio as well as the BiggerPockets podcasts. They have helped thousands of investors nationwide to save on taxes with proactive tax planning.  Amanda and Matt shed light on the importance of working with a knowledgeable real estate expert, who specializes in navigating the complex tax landscape. As they discuss the limitations of CPAs' understanding of real estate investing, they emphasize the value of strategic planning in this lucrative market. They dive deep into the three most effective tax strategies for passive investors. These secret sauces are a game-changer! They uncover the latest tax benefits, incentives, and economic changes to ensure maximum returns.  Looking to improve your tax strategy? In this episode, Amanda and Matt share valuable insights on how to develop a new mindset and approach taxes with confidence. Grab a notebook and get ready to take notes!   In this episode we discuss: Amanda and Matt’s background and how it all started for them.  The importance of working with a tax strategist.  Top 3 tax strategies for passive investors.  Key tax changes to be aware of in the current economy.  What recapture is and how you can plan it as a strategy.    Connect with Amanda Han & Matt Macfarland:  www.keystonescpa.com  Instagram: https://www.instagram.com/amanda_han_cpa/    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/ 

Kevin is a Real Estate and Marketing Professional with extensive business development experience who holds a sincere passion for helping investors achieve above average and safe returns. He has a successful track record of identifying and re-positioning multi-family value-add properties. When it comes to investment analysis and due diligence, Kevin Bupp is the go-to expert in the industry. His exceptional ability to identify potential high-yield investments and manage large rehab projects will help take your portfolio to the next level. Additionally, Kevin's extensive experience in property management will ensure your holdings operate smoothly and efficiently. In a market full of challenges, Kevin shares insights gathered from past downturns and how they apply today. His unique ability to identify rare investment opportunities is highly valuable. In this episode, he shares the strategies he uses to identify them, providing actionable tips for investors seeking to make informed decisions. Kevin discusses lucrative opportunities in mobile home park investments, exploring underserved markets and distinctive parking lot niches. He highlights the immense potential within this asset class, providing detailed insights into how individuals can participate and leverage this business model. Don't miss out on Kevin's episode and the distinct investment opportunities he presents!   In this episode we discuss:  Kevin’s background and his experience in this alternative space.  Biggest challenges in today’s market. Kevin’s intellectual strategies on how to identify unique opportunities.  Investing in parking lot assets and how it works.  Kevin’s piece of advice on how to accelerate your wealth.    Connect with Kevin Bupp:  www.investwithsunrise.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/ 

Bikran Sandhu is the COO, CFO, & Co-Founder of Rise48 Equity and Rise48 Communities. Bikran’s main responsibilities as COO includes overseeing underwriting, asset management, and investor relations for all assets. Bikran’s main responsibilities as CFO include overseeing accounting, finance, and treasury at Rise48 Equity and Rise48 Communities. He resides in Scottsdale, Arizona with his wife Alice Pan.  Bikran has a professional background in audit and assurance services where he worked at PwC LLP and audited Fortune 100 companies as well as pre-IPO companies. Bikran also worked at CNM, LLP and has a professional background in management consulting services related to SOX compliance, risk advisory, and transactional accounting advisory services for Fortune 500 companies. Bikran's passion for the product he sells is evident in his successful wealth trajectory. His exceptional asset management skills have led to quick success, with his company successfully executing multi-million dollar assets.  Bikran reveals the logistics and benefits of an interest rate cap, while shedding light on the reasons for many business failures in the field. He shares how as an investor, it is imperative to assess both the company and its leadership before making a decision. Experience Bikran's transformative insights in this must-see episode that elevates your expertise to new heights. Don't let this opportunity pass you by. Listen now!    In this episode we discuss:  Introduction to Bikran’s background.  Bikran’s Wealth Strategy.  How successful and multi million assets are managed by Rise48.   The cost of interest rate cap and how it works. Tips to identify high-quality operators.   Connect with Bikran Sandhu:  Bikran Sandhu LinkedIn - https://www.linkedin.com/in/bikransandhu/ Bikran Sandhu Schedule A Call - https://rise48equity.com/invest/ Rise48 Equity LinkedIn - https://www.linkedin.com/company/rise48equity Rise48 Equity Instagram - @Rise48Equity Rise48 Equity Facebook - https://www.facebook.com/rise48equity/   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/ 

August Biniaz is the Co-founder and COO of CPI Capital. CPI Capital is a Real Estate Private Equity firm with its mandate to acquire Multifamily and BTR-SFR assets while partnering with passive investors as Limited Partners.  August was instrumental in the closing of over $208 million of multifamily assets since inception. August educates real estate investors through Webinars, YouTube shows, Weekly Newsletter and one-on-one coaching.  He is the host of Real Estate Investing Demystified PodCast. August, a seasoned real estate investor, has successfully navigated various areas of the industry while branching out into other business ventures. In his pursuit of financial prosperity, he discovered the key to wealth building and became enamored with the art of investing. Get ready to rent, because August has a game-changing concept: 'build to rent'. These portfolios of single family homes are designed and run specifically for renting, and perform just like multifamily buildings. This innovative asset class is on the rise, and definitely worth keeping an eye on.  Catch the must-see episode featuring August - you won't want to miss it!   In this episode we discuss:  August’s background and how he got into space.  The structure of investing in the U.S. from an international country.  August’s journey into real estate and building wealth.  Insights on the ‘Build to Rent’ asset class.  August’s advice on personal performance that yielded the biggest results.  Connect with August Biniaz:  Linkedin: https://www.linkedin.com/in/august-biniaz-23291460/  Youtube: https://www.youtube.com/channel/UCBliV4We30bjaKqmqri8jQg/videos    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/ 

A serial entrepreneur at heart, Dave Wolcott spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is an author and a host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. In this captivating segment, Kary Oberbrunner delves deep into the pages of Dave's recently published book: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life! Dave Wolcott uncovers how to protect your money while multiplying it like the top one percent do.  Holistic wealth is more than just money: it’s a comprehensive expression of your mental, physical, and financial well-being. Dave shares his five-phase framework for building and following a holistic wealth strategy that will give you not only freedom of money but also freedom of purpose, time, and relationship. Once you start investing in holistic wealth, you will be on the growth path of an ever-expanding future.The Holistic Wealth Strategy empowers you to seize the lifestyle you’ve always dreamed about.    In this episode we discuss:  Dave’s background and what led him to building legacy.  What drove Dave to write this book? And what is his book about? How to make a paradigm shift in your mindset.   The difference between being rich and being wealthy.  Discovering the Holistic Wealth Strategy.    Connect with Dave Wolcott:  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  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  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  Email: info@pantheoninvest.com     Connect with Kary Oberbrunner:  https://karyoberbrunner.com https://ignitingsouls.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/