Wealth Strategy Secrets of the Ultra Wealthy Podcast

Zach Lemaster is Founder & CEO of Rent to Retirement, the largest turnkey real estate provider in the world: He is a seasoned real estate investor who has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial and new construction.    Zach is a licensed Optometrist who practices on a volunteer basis. Zach started investing in real estate while working as an Optometrist & Captain for the US Air Force. This eventually allowed him to retire early from his career in medicine to be a professional investor by strategically investing in markets that maximize cash flow, appreciation & equity.   Zach Lemaster, a real estate expert, knows that investing in property is no sprint, it's a marathon. It's a wealth strategy that shapes every aspect of his diversification in real estate, and influences how he builds up his portfolio over time. As he embarks on his lifelong journey towards financial success, he understands the importance of pacing oneself and taking the long view.   The mastermind behind the revolutionary 'Rent to Retirement' investment company, touted as the world's largest turnkey real estate provider. With a keen eye for detail and a knack for uncovering the perfect resources, Zach guides individuals through every step of their unique investment journey, ensuring financial success for their future retirement.   In this episode we discuss:  How it all started for Zach, current portfolio, and his wealth strategy.   A walkthrough of Zach’s turnkey real estate company.  Zach’s perspective on the current market.  What contributed the most for Zach as a personal development.  Zach’s piece of advice on how to accelerate wealth trajectory.    Connect with Zach Lemaster:  Website: https://renttoretirement.com  Phone: 1-800-811-6781   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://a.co/d/8tzcBtk    Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Mark Yegge, the Wealth Architect, has spent his entire life learning and teaching people about wealth and the importance of a success mindset. He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company - the company that ushered in after-hours trading. He then “retired” at the age of 39, but not before growing the company from nothing to a $30-million dollar enterprise.    In addition to his achievements in business, Mark has authored books and courses including: Hacking Money, The Cash Flow Machine, Negotiate To Win-Win, The Secrets of Business, and others. Today, Mark manages several investment funds, is a Wealth Architect for 7- and 8-figure investors and provides wealth education through his learning ecosystem.    Get a glimpse into the mind of avid investor Mark as he spills the beans on the fine art of diversification. His investment philosophy prioritizes cash flow and critical thinking, noting that success in the market is largely a mindset game.   Mark's approach to financial planning revolves around one critical factor: cashflow. His strategies are meticulously crafted to optimize revenue generation in any capacity. In fact, Mark breaks down his innovative cash flow system, revealing the intricacies of his process.   Experience an exceptional episode with Mark Yegge as he reveals the powerful influence of mindset in investing!   In this episode we discuss:  Mark Yegge’s background and what led him to start at a young age.  Mark’s perspective about diversification.  The impact of multi-dimensional Freedoms.  Guidelines about liquidity.  Mark’s Cashflow system and how it works.  Mark’s piece of advice on how to accelerate wealth trajectory.    Connect with Mark Yegge:  Facebook: https://www.facebook.com/mark.yegge11  Facebook Group: https://www.facebook.com/groups/551434932601334  Instagram: https://www.instagram.com/markyegge/  LinkedIn: https://www.linkedin.com/in/markyegge/  Twitter: https://twitter.com/markyegge?s=20&t=Hbtm9dcLgpWuU3dwdXev0w  Mark Yegge - Wealth Architect YouTube: https://www.youtube.com/@MarkYeggeWealthArchitect  Covered Calls channel: https://www.youtube.com/@coveredcalls    Websites: Wealth Architect Podcast: https://wealtharchitectpodcast.com/  Cash Flow Machine: https://cashflowmachine.io/  Destiny Creation: Destinycreation.com  Mark Yegge: www.markyegge.com    Hacking Money: www.hackingmoney.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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Peter has been with MPI Family Office since its inception. He is a 2nd Generation member of the MPI Family Office and is a Principal Member as well as the Head of Real Estate. His day-to-day focus involves Underwriting and Vetting of investment opportunities. Before Peter joined MPI full time, he was the Senior Analyst for MACC Venture Partners, a privately held real estate investment firm, where he identified, researched, and underwrote multifamily assets. He helped lead $100m+ in multifamily acquisitions and raised $20m+ in equity in less than 2 years.  Embarking on a transformative journey, Peter's aspirations transitioned from pursuing a surgical career to working in his family office with a real estate focus. By delving into unpaid internships, he sought valuable knowledge and honed in on his unique ability that included his underwriting prowess, shaping his future trajectory in the industry. Peter shares the fascinating evolution of his MPI family offices and the unique wealth strategy perspective he's developed. He delves into the specific opportunities and filters he navigates in today's market, and crucial processes that his company employs.  Seize this incredible chance to tune in to an episode featuring the captivating insights of Peter Powers! In this episode we discuss:  How it all started for Peter, and what switched his career vision.  History of MPI Family Office and how it’s evolved.  Wealth Strategy Perspective MPI follows.  Opportunities Peter sees for this year and what he is avoiding.  Peter’s advice on accelerating your wealth journey.  Connect with Peter Powers:  LinkedIn - https://www.linkedin.com/in/peter-powers-434116114/  Youtube - https://www.youtube.com/@mpifamilyoffice  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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Richard C. Wilson is a third-generation Eagle Scout, loves investing in fun adventures and health, and is a husband, and father of 3 living in Scottsdale, Arizona. Richard owns Billionaires.com where he is interviewing 100 billionaires, and he is the CEO & Founder of the Family Office Club, with 4,000 registered ultra-wealthy families and 15 live events a year.  His short-term rental property fund – InvestorResidences.com has equity in 83 properties, and his division focused on investing in profitable medical practices Medical Clinic Capital (MCC) has equity in 23 practices with $45M a year in revenue. Richard has helped create and formalize well over 200 family offices for ultra-wealthy families, including billionaires and a shark from Shark Tank.  Richard believes that life is about building wealth, but not just financial gains: strong values benefit our families and businesses. Through his guidance, clients find balance in their lives - something he himself strives for daily as part of a commitment to health regardless of net worth. In this way, true "wealth" encompasses much more than money alone. Richard uncovers the true potential of family office clubs, revealing advantages for members in terms of community building, familial bonds and overall health. The ultra wealthy gather together to collaborate on success-oriented initiatives - an effective strategy that can dramatically increase the chances of achieving their goals. Take the next step in your journey to financial success and learn more about family offices! Investing in yourself is always a smart move - discover how you could get involved with this unique opportunity. In this episode we discuss:  Richard’s background and how he got into Family Office space.  Richard’s value system and elevated moral code.  What is a family office, who is it for and what is the value of it?  3 Top attributes of the Ultra High Net Worth. Richard’s singular piece of advice on how to escalate your wealth.  Connect with Richard Wilson:  clients@familyoffices.com  305-420-553 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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Scott Meyers and his affiliated companies focus on the acquisition, development, and syndication of self-storage facilities nationwide.  He currently owns and operates over 2,400,000 square feet and over 14,000 units nationwide.   His education organization, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage business. His various companies fund and build 4 - 6 houses each year in Mexico by taking his family, staff, and clients on an all-expense paid short-term mission trip.  Scott understands the importance of a balanced life and has successfully leveraged his knowledge in real estate to achieve time freedom while building wealth. He is an expert at outlining strategic visions that create multiple pathways for financial independence - allowing him to enjoy both professional success and quality family time. Scott reveals how investing in self-storage can be a sustainable, profitable venture even amidst today's tumultuous economic climate. He delves into the operational aspects of this investment and provides insight into gaining an edge over competitors. In this episode, Scott dives deep into an exciting realm of innovative business models. Don't miss out on the opportunity to expand your knowledge! In this episode, we discuss:  -How it all started for Scott.  -A walkthrough of Scott’s foundation and mission field.  -Scott’s vision and wealth strategy.  -Specifics on Self Storage and how it’s a sustainable investment.  -Scott’s experience on elevating your wealth trajectory.  Connect with Scott Meyers:  www.selfstorageinvesting.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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

With us today is Mike Zlotnik. Mike is known in real estate circles as “Big Mike” due to his stature, but more importantly, he is known for his personal integrity and for having a keen understanding of the financial aspects of successful real estate investing. Mike has a depth of expert knowledge in the Pandemic created investment opportunities in real estate; what’s “hot” and what’s “cold” and where things are trending now. Mike knows that the future can be unpredictable, so he recommends taking extra precautions. He isn't just looking at potential gains - Mike is proactively stress testing his investments to make sure they'll stand strong even in a recession! It goes to show you how being prepared makes all the difference when it comes down to investing. Mike is a firm believer that real estate investments are far more reliable than the ebbs and flows of equity markets. He prefers to put his money into private properties, where he can be sure of a steady return.   This episode has Mike Zlotnik spilling the beans on how to make real estate investing a financial success - don't miss out! In this episode we discuss:  Mike’s background, journey and story.  The most important thing investors should be thinking about in 2023.  What real estate options do you have with these rates? The future of real estate and where it’s heading.  Mike’s piece of advice to accelerate his wealth trajectory.  Connect with Mike Zlotnik:  www.bigmikefund.com mike@tempofunding.com www.bigmikefund.com 917.806.5029 (text) www.facebook/TFmanagementgroup www.youtube/TF Management Group, LLC 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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

One of the most genuine, positive, and enthusiastic people you’ll ever meet, Shannon loves nothing more than seeing people become better, happier, more successful versions of themselves and facilitating the honest, practical conversations that help them get there.  Since joining Strategic Coach in 1991 as both a team member and participant, Shannon has helped grow the business beyond what founders Dan Sullivan and Babs Smith ever imagined possible, far surpassing the initial goal of reaching 500 clients. She’s the creator of The Strategic Coach.  Shannon showed us how to make a huge difference in our lives by harnessing the power of collaboration. Forget about trying to go it alone - Shannon helps you break free from that 'I can do better myself' mentality and level up with teamwork!  She also delivers a reminder that life is about focusing on the things you're naturally good at and giving it your all. Find what energizes you instead of draining you in order to make work enjoyable! Rewire yourself, know yourself, and watch how many improvements you can make. In this episode, we discuss:  -Shannon’s story and how she started The Strategic Coach.  -Shifting your mind to ‘teamwork’.  -Identifying and doubling your strengths.  -Shannon’s piece of advice on how to make personal progress.  Connect with Shannon Waller:  www.strategiccoach.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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Gary Wilson’s purpose in life is to guide you to wealth and income with real estate. He is an investor, realtor, and a coach teaching how to buy freedom from renting, flipping, and wholesaling real estate.  Founded Global Investor Agent, an environment where investors collaborate with agents making high profitable income achievable. He is happy to share with you how to find the money in places where it may be hiding in plain sight.  Gary's an ace in the game of economics. He swears by firm ratios as a key way to remain financially stable, even during a recession! His golden rule? Don't owe more than two-thirds of what you own - it pays off when times get tough. Mr. Wilson believes that the key to success is having a portfolio as diverse and unique as you are. Taking a holistic view, he armed his national team of agents with the knowledge needed to identify small multifamily investment properties that can bolster any investor’s bottom line. Don't let this chance to listen in on Gary's podcast slip away! Tune in now and get a front row seat to hear the amazing wisdom that he has to share. In this episode we discuss:  How Gary got into the real estate space. Keeping ideal ratios during a recession.    Gary’s personal wealth strategy and what his vision is.  How Gary trains his agents and his national team works.  Gary’s piece of advice to accelerate their wealth strategy.  Connect with Gary Wilson:  www.globalinvestoragent.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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Justin Breen is Founder/CEO of the global PR firm BrEpic and exclusive connectivity platform BrEpic Network. The purpose of his life is to be a connecting superhero for every visionary, abundance, investment-mindset entrepreneur who shares their stories with the world.  Justin Breen is an active member of Strategic Coach 10x and Abundance 360 Summit. Dr. Peter Diamandis wrote the foreword for Justin's latest book, Epic Life, which made the Wall Street Journal/USA Today Bestseller Lists. In this episode, Justin Breen uncovers the art of unlocking your potential by focusing on what you do best. He explains how developing a mindset centered around "endless abundance" can help tap into hidden power and ultimately boost success.  Despite hardships, those with the greatest challenges often possess remarkable strength and resilience. It's not always about having financial resources; true wealth lies in our perception of ourselves – achieving success both internally and externally. According to Justin, one's biggest investments should take place within their own home: nurturing relationships with family members is key! Want to broaden your perspective? Then tune in to Justin's episode - he imparts thought-provoking wisdom that will challenge and stimulate the mind. This is one podcast you won't want to miss! In this episode we discuss:  Justin’s background and his father’s influence.  How has Unique Ability changed Justin’s life.  Justin’s abundance mindset and how it affects his lifestyle.  Justin’s biggest goal for 2023.  Connect with Justin Breen:  Wall Street Journal-USA Today Best-Selling Book "Epic Life" -https://lnkd.in/gKb5Reff  Do you have Visionary, Abundance, Investment Mindset? -https://www.kys.coach/96382a667b443f0e  BrEpic Network Launch Party - https://lnkd.in/eu_SyeXN  Interview with Strategic Coach Founder Dan Sullivan -https://apple.co/3bktbcL  Interview with Abundance 360 Founder Peter Diamandis -https://lnkd.in/edg7yVu  Interview with Shannon Waller's Team Success on BrEpic Network collaboration with Mark Fujiwara - https://lnkd.in/dEJfMD2p  Interview with Dave Will for Entrepreneurs' Organization EO 360 podcast -https://entrepreneursorg.libsyn.com/justin-breen  Best-Selling Book "Epic Business" -https://www.amazon.com/dp/1734851007  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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella.  Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients.     After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and transitioning them to digital platforms, Steven followed his passion to help families and companies thrive by becoming an expert in all areas of life insurance and advanced planning. In this episode, Steven shares the importance of being open-minded when it comes to financial advice and inviting different perspectives into your life - this way you can learn from their experiences while still maintaining control of your own journey.  Steven explains the advantages of premium finance life insurance, a revolutionary way to save on costs while still benefiting from financial security. He dives into its fundamentals and potential rewards - making it an attractive option for those wanting reliable coverage without breaking the bank! Get ready to learn the secrets of creating a secure future with this episode! Hear Steven's cutting-edge advice on how to use life insurance as an effective tool for building financial independence. Don't miss out on his invaluable insights - tune in now! In this episode we discuss:  Steven’s background and what drove him to this destination.  Top mistakes entrepreneurs are making.   Steven’s life insurance techniques and the benefits.  The process of setting up a life insurance policy.  Steven’s ultimate piece of advice to protect your wealth.  Connect with Steven Bowles:  steven@catalystadvisory.io  www.catalystadvisory.io  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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get you FREE copy of the book here: https://holisticwealthstrategy.com/