

Wealth Strategy Secrets of the Ultra Wealthy Podcast
Dave Wolcott
Welcome to "Wealth Strategy Secrets of the Ultra Wealthy," a masterclass in wealth creation, preservation, and legacy building, hosted by renowned wealth strategist Dave Wolcott. This podcast dives deep into the lesser-known, often secretive strategies that the ultra-wealthy use to amass and protect their fortunes.
Each week, join Dave, a seasoned expert in wealth management, as he unveils the complex world of high finance, investments, tax strategies, and estate planning. Dave brings his decades of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success.
In "Wealth Strategy Secrets of the Ultra Wealthy," you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth.
Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone.
Tune in to "Wealth Strategy Secrets of the Ultra Wealthy" and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey!
Each week, join Dave, a seasoned expert in wealth management, as he unveils the complex world of high finance, investments, tax strategies, and estate planning. Dave brings his decades of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success.
In "Wealth Strategy Secrets of the Ultra Wealthy," you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth.
Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone.
Tune in to "Wealth Strategy Secrets of the Ultra Wealthy" and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey!
Episodes
Mentioned books

Nov 29, 2023 • 55min
Wealth Strategies for Abundant Growth: Crafting Wealth Without Wall Street
In today's episode Dave Wolcott, Joey Mure, and Russ Morgan delve into the transformative power of passive income and the journey towards financial freedom. Joey Mure, a seasoned serial entrepreneur, shares his insights gained from co-founding ventures like Wealth Without Wall Street and Wake Up In Birmingham. He emphasizes the importance of financial liberation through passive income, a philosophy he explores in his upcoming book, "Wealth Without Wall Street, 3 Steps to Freedom Through Passive Income." Russ Morgan, Founder and Partner at Wealth Without Wall Street, brings his dynamic perspective to the conversation. Known for his innovative ideas and problem-solving skills, Russ's trajectory from an investment advisor to a driving force behind Wealth Without Wall Street reflects his passion for creating opportunities and empowering individuals. In this conversation, Joey and Russ elaborate on the concept of passive income as the cornerstone of financial freedom. They delve into practical steps and strategies to build passive income streams, emphasizing the importance of diversification and long-term wealth creation. Drawing from personal experiences, Joey and Russ underscore the significance of core principles in achieving financial success. They stress the value of vision, education, perseverance, and adaptability in navigating the ever-evolving landscape of wealth creation. In this episode, we discuss: Strategies to develop diverse and sustainable income streams Importance of passive income for financial freedom Insights into Joey's transition from the financial industry to co-founding Wealth Without Wall Street Russ's evolution from an investment advisor to an innovative leader Investment tactics, asset allocation, and cultivating a growth-oriented mindset Connect with Joey and Russ: Website: https://www.wealthwithoutwallstreet.com/ Facebook: https://www.facebook.com/wealthwithoutwallstreet Youtube: https://www.youtube.com/channel/UC3gPe_2b_SSqnWw-llpE5zw Linkedin: https://www.linkedin.com/company/wealth-without-wall-street Instagram: https://www.instagram.com/wealthwithoutwallst Podcast: https://www.wealthwithoutwallstreet.com/podcast 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/

Nov 22, 2023 • 34min
Strategies of the Elite: Financial Playbook for Executives and Business Owners
Today we had the privilege of sitting down with Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor, who brought a wealth of knowledge and experience to the table. Frank is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management, catering to a select group of individuals, executives, and privately held business owners. With over 15 years of experience in the restaurant/hospitality industry, operating family-owned establishments in Fenwick Island, Delaware, Ocean City, and Salisbury, Maryland, he transitioned into the financial world in 2007. Launching a financial consulting firm within his family business, Frank began providing invaluable guidance in real estate development, tax management, and private investment. In today's episode, Dave and Frank delved into crucial topics, including the importance of having a succession plan in place. Frank shared his current market perspective, providing insights on real estate, and discussed key aspects of tax planning and considerations. What sets Frank apart is his ability to draw on his entrepreneurial background. Having successfully run his own companies, he applies his business acumen and the lessons learned to address the challenges and concerns his clients face. This unique perspective distinguishes him from other financial advisors. The conversation was not only informative but also offered practical advice that our listeners can apply to their own financial strategies. In this episode, we discuss: Frank's unique perspective, derived from over 15 years in the restaurant/hospitality industry and successfully running his own businesses Key aspects of tax planning, providing practical considerations and strategies for optimizing tax management in financial planning. The importance of having a succession plan in place for individuals, executives, and privately held business owners His current market perspective, his insights and analysis to navigate the complexities of the financial landscape Connect with Frank: Website: https://www.revxwealth.com/ Linkedin: https://www.linkedin.com/company/revolutionx-asset-management/ Facebook: https://www.facebook.com/RevXWealth Instagram: https://www.instagram.com/revxwealth/ Twitter: https://twitter.com/revxwealth Tel number: (601) 232-0011 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/

Nov 15, 2023 • 42min
Wealth Strategies Unveiled: Mastering the Buy Right, Manage Right & Finance Right Framework
Today we have the pleasure of hosting Gino Barbaro, a seasoned real estate investor, entrepreneur, and bestselling author. Gino's journey in the world of real estate has been nothing short of impressive, with a portfolio exceeding $100,000,000 in assets under management. Gino is also the co-founder of Jake & Gino, a multifamily real estate education company, and he shared insights into their unique framework: Buy Right, Manage Right & Finance Right ™. In this episode, you will have the chance to delve into the strategies that have propelled his success in the multifamily real estate arena. In this enlightening episode, Gino touched upon a variety of crucial topics that have been pivotal to his success in multifamily real estate. He shared his current market perspective, shedding light on the ever-evolving real estate landscape, and the opportunities he sees on the horizon. He also delved into the core of his approach, the Buy Right, Manage Right & Finance Right ™ framework. He elaborated on the significance of acquiring properties at the right price, implementing effective management strategies to maximize cash flow and property value, and optimizing financing to enhance returns. In this episode, we discuss: The Buy Right, Manage Right & Finance Right ™ framework Effective management strategies to maximize cash flow and property value Current market perspective in multifamily real estate and opportunities and challenges in the current real estate landscape Importance of acquiring properties at the right price and mitigating risks Connect with Gino: Linkedin: https://www.linkedin.com/in/gino-barbaro-03973b4b/ Website: https://jakeandgino.com/ Facebook: https://www.facebook.com/jakeandgino Twitter: https://twitter.com/JakeandGino Youtube: https://www.youtube.com/channel/UCc3wzHivzXxcgSTtDam4vnw Instagram: https://www.instagram.com/jakeandgino/ Podcast: https://jakeandgino.com/podcast_lists-category/wheelbarrowprofiltspodcast/ 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/

Nov 8, 2023 • 41min
Growing Your Ideal Wealth: Mastering Residential Real Estate Investment Strategies
Today, we have a truly fascinating guest with us, Mr. Axel Meierhoefer. Axel's journey from a retired Air Force officer to a successful business owner and real estate investor is truly inspiring. He started his entrepreneurial journey in 2005, focusing on consulting, employee skill development, and program management, showcasing his passion for education and helping people become successful. With dedication and strategic decisions, he has managed to develop a residential real estate portfolio worth about $2.5 million, and it's still growing. Axel has accumulated a wealth of knowledge and valuable lessons along the way, and he's here to share those insights with our audience. In this episode, we talked about the key aspects of Axel's journey, specifically his transition into real estate investing, particularly residential real estate. Axel's research indicated that owning tangible assets, like residential real estate, was the most advantageous path for building wealth and securing a comfortable retirement. He also shed light on what turnkey real estate investing means and how it can be a game-changer for investors seeking a more hands-off approach to real estate. He also shared his experiences, strategies, and the benefits of investing in residential properties, providing invaluable advice to those looking to follow in his footsteps. Join us in this episode to learn from Axel Meierhoefer's personal wealth journey, his extensive expertise in real estate investing, and the secrets of building wealth through tangible assets! In this episode, we discuss: The potential for long-term wealth accumulation through residential real estate. The benefits of a hands-off approach to real estate investment. How an LLC can streamline the management of real estate investments. His personal experiences and strategies in the residential real estate market. Connect with Axel Meierhoefer: Website: https://idealwealthgrower.com/ Email: support@idealwealthgrower.com Facebook: https://www.facebook.com/idealwealthgrower/ Instagram: https://www.instagram.com/idealwealthgrower/ Linkedin: https://www.linkedin.com/company/ideal-wealth-grower Youtube: https://www.youtube.com/channel/UCvZRy6092XyFWW9bhCbIt4Q Mindset Manual (Start goal-setting the right way!) https://bit.ly/FREEmindsetmanual Hesitant to make the first step? Let's have a call- it's free! https://bit.ly/talk-to-us-atIWG Listen to free investing strategies https://idealinvestorshow.com/about-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 your FREE copy of the book here: https://holisticwealthstrategy.com/

Nov 1, 2023 • 59min
Mastering Your Mind: Unleash Your Hidden Potential for Life-Changing Transformation
Today we have an incredible guest who is truly a master in the world of high-performance coaching and wealth strategy. Trevor McGregor is joining us, truly his knowledge and experience is nothing short of remarkable. With over 35,000 hours of coaching experience, Trevor has worked with clients including Fortune 500 executives, high-level real estate investors, and world-class athletes. They all seek out Trevor for one reason: life-changing transformation. He's a true expert in unlocking hidden potential and helping individuals achieve more success, wealth, freedom, and contribution than they ever thought possible. In our conversation, Trevor emphasized the immense power of coaching in harnessing your potential. With his extensive experience, he highlighted how mindset and taking action can provide a structured path to success, helping individuals to break through their limitations and achieve their most ambitious goals. He also discussed the importance of self-discovery and how identifying and harnessing your unique strengths and talents can lead to unprecedented success and fulfillment. He shared practical strategies for unlocking one's true power and achieving extraordinary results. In this episode, we discuss: The early challenges in his life and how it became a pivotal moment to his transformation Trevor's core mission of helping individuals realize their hidden potential Strategies for self-discovery and harnessing unique strengths and talents Actionable steps in creating valuable habits to master your life path Connect with Trevor McGregor: Website: https://www.trevormcgregor.com/ Podcast Subscription: https://www.trevormcgregor.com/podcast Contact: https://www.trevormcgregor.com/contact-us Linkedin: https://www.linkedin.com/in/trevor-mcgregor-93375862/?originalSubdomain=ca 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/

Oct 25, 2023 • 38min
From Marketer to Multifamily Mogul: John Casmon's Winning Insights and Strategies
In our latest episode, we had the pleasure of hosting John Casmon, a distinguished real estate entrepreneur with an impressive track record of partnering with busy professionals to invest in over $100 million worth of apartments. He Co-Founded MidWest Real Estate Networking Summit, a must-attend event for anyone serious about multifamily real estate. John's journey into multifamily real estate is nothing short of remarkable, and during the show, he shared invaluable insights into how anyone can leverage this investment strategy to build wealth while pursuing your passions. His podcast, Multifamily Insights, has become a valuable resource for those looking to delve deeper into multifamily real estate. In our engaging conversation, John walked us through his transition from the corporate world to becoming a full-time real estate investor, shedding light on the challenges he faced and the strategies he employed to overcome them. One of the key takeaways from this episode was John's role as a consultant for active multifamily investors, where he helps them start or grow their businesses. He generously shared some of his most effective techniques for scaling up a real estate investment business, and how to identify and capitalize on opportunities in the multifamily market. John Casmon's journey from marketing guru to multifamily real estate magnate was a true inspiration for anyone looking to explore this investment avenue! In this episode, we discuss: His transition from a career in corporate America to becoming a full-time real estate investor The power of multifamily real estate as an investment strategy and wealth-building tool Targeting the midwest market and it's current demographic Strategies and tips for identifying and capitalizing on multifamily investment opportunities Connect with John Casmon: Website: https://casmoncapital.com/ Linkedin: https://www.linkedin.com/in/john-casmon-7942454/ Podcast: https://casmoncapital.com/podcast Facebook: https://www.facebook.com/casmoncapital Instagram: https://www.instagram.com/casmoncapital/ Youtube: https://www.youtube.com/channel/UCXOupf9--oWUmmg3RiIzXZQ Twitter: https://twitter.com/Casmon_Capital 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/

Oct 18, 2023 • 48min
Redefining Riches: Garrett Gunderson's Journey to Financial Empowerment
In this episode, we had the privilege of hosting Garrett B. Gunderson, a financial expert and founder of Wealth Factory, whose passion lies in dispelling financial myths and helping hardworking business owners achieve prosperity and peace of mind. Raised in rural Utah with a family history of struggle and resilience, Garrett's mission is to empower self-made business owners with the financial tools they need to build lasting wealth. This led to the creation of Wealth Factory, a company committed to helping individuals recover leaking money, connect with financial experts, and establish structures for both immediate wealth and a lasting family legacy. In our conversation, Garrett shared his remarkable journey from his blue-collar roots in a 4th generation coal mining family to becoming a renowned "financial genius" in entrepreneurial circles. He also touches on the money myths that most people fall into and how bad financial mindset can affect the way you look at wealth. Garrett's dedication to passing on his knowledge and values to his children fuels his drive to innovate new financial tools and technologies that benefit small business owners and entrepreneurs, emphasizing that legacy encompasses more than just wealth—it's about values and contributions. Tune in on this enlightening journey to financial empowerment and legacy building with Garrett Gunderson! In this episode, we discuss: His personal journey experiencing financial struggles to paving his way to success Learning and mastering his path to financial independence The importance of financial belief system and money mindset Expert tips and insights from the "financial genius" Connect with Garrett Gunderson: Website: https://garrettgunderson.com/ Take the quiz: https://garrettgunderson.com/quiz Books: https://garrettgunderson.com/books Facebook: https://www.facebook.com/garrett.gunderson/ Youtube: https://www.youtube.com/c/garrettgundersonTV Linkedin: https://www.linkedin.com/in/garrett-gunderson-651359b3/ Company Website: https://wealthfactory.com/ Instagram: https://www.instagram.com/wealth_factory/ Twitter: https://twitter.com/wealthfactory_ 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/

Oct 11, 2023 • 27min
The Asset Management Maestro: Gary Lipsky's Guide to Strong Operations and Blueprint for Real Estate Success
In this podcast, we had the privilege of having Gary Lipsky, a true real estate entrepreneur with an impressive focus on Multifamily Syndications. Gary has an outstanding track record, having successfully acquired over 3000 units with a total value exceeding $250 million. As the host of the Real Estate Investor Podcast, Gary is passionate about educating fellow investors by interviewing real estate experts and providing valuable insights into the real estate landscape. Gary's commitment to knowledge sharing doesn't stop there—he has spoken at numerous conferences, inspiring and educating countless individuals in the real estate domain. In our conversation, Gary delved into the critical realm of asset management, emphasizing its pivotal role in real estate investments. He stressed the importance of a robust asset management strategy in maximizing the potential of acquired properties. He also highlighted the significance of meticulous planning, proactive maintenance, and strategic value-add initiatives to enhance property value and overall returns. His insights shed light on how effective asset management can turn a good investment into a great one, showcasing the power of optimizing operations and making informed decisions to create a successful real estate portfolio. In this episode, we discuss: Gary's entrepreneurial ventures and diverse experiences His real estate journey in acquiring 3000+ units with a total value of $250MM Current market perspective and data-based decision making His expert insights in asset management The importance of planning and having control in the real estate industry Connect with Gary Lipsky: Linkedin: https://www.linkedin.com/in/gary-lipsky/ Website: https://breakofdaycapital.com/ Podcast: http://www.breakofdaycapital.com/podcasts Email: info@breakofdaycapital.com Facebook: https://www.facebook.com/breakofdaycapitalinvesting Instagram: https://www.instagram.com/breakofdaycapital/ Youtube: https://www.youtube.com/c/BreakofDayCapital 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/

Oct 4, 2023 • 34min
Golden Opportunities: How Investing in Gold Can Supercharge Your Wealth Journey
Today, we had the privilege of hosting Kevin DeMeritt, an internationally renowned expert in business and economics, specializing in financial markets and interest rate changes. Kevin's keen insights and strategic foresight have consistently driven value for both his clients and the companies he's been involved with throughout his illustrious career. Kevin began his international banking career at WFI Corporation, where he laid the foundation for his extensive knowledge and expertise. Utilizing his analysis indicating gold as a safe haven for investment, he founded Lear Capital in 1997, which has since grown to become one of the nation's largest precious metals companies. In this conversation, Kevin shared valuable insights into navigating financial markets, managing funds, and leveraging precious metals as a strategic investment. You will gain invaluable knowledge about economic trends and the importance of being proactive in the ever-changing financial landscape. His perspective on economic trends and the interplay of geopolitical events provided a comprehensive understanding of the financial landscape that will give you actionable insights to optimize your wealth management endeavors. Stay until the end of the episode for Kevin's special announcement to kickstart your journey on precious metals investing! In this episode, we discuss: Insights on financial markets and their intricacies His personal investment thesis that proves effective in this current market trends The interplay of geopolitical events and financial cycles The importance of knowledge and information in precious metals investing The step by step process in strategically investing in Gold Connect with Kevin DeMerrit: Linkedin: https://www.linkedin.com/in/kevin-demeritt-49216814 Company Website: https://www.learcapital.com/ Website: https://www.kevindemeritt.com/ Claim your free guide: https://lear.biz/gold Facebook: https://www.facebook.com/LearCapital Youtube: https://www.youtube.com/user/Learcapital Twitter: https://twitter.com/leargold Contact: 800-314-0723 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/

Sep 27, 2023 • 48min
Data-Driven Real Estate Revolution: Insights from the Mad Scientist of Multifamily, Neal Bawa
Today, we had the privilege of hosting Neal Bawa, a true technologist and luminary in the world of real estate, often hailed as the Mad Scientist of Multifamily. Neal is not only a sought-after speaker in the commercial real estate domain but also a master of data analysis, process optimization, and outsourcing. Neal is the CEO and Founder of Grocapitus, a distinguished commercial real estate investment company that thrives on data-driven strategies. Looking ahead, Grocapitus is poised to add another 1,500 units to their portfolio within the next 12 months. Neal's expertise and visionary approach to real estate investment truly exemplify the secrets to success in wealth strategy. Through concrete examples and case studies, Neal showcased how this analytical approach has been a cornerstone of his success in managing a massive $1 billion-dollar portfolio and driving returns for investors. In this episode, Neal shared that leveraging data and analytics isn't just a strategy, but a mindset that guides decision-making in the real estate industry. By meticulously measuring and analyzing data, investors can optimize operations, enhance efficiency, and drive profitability within their portfolios. In this episode, we discuss: The success behind 2023 Location Magic - Best Cities for Real Estate Investing What Mission 10K is all about His current economic outlook, inflation and deflation Perspectives in investing in the energy sector and the years ahead for sustainable energy Connect with Neal Bawa: Facebook: https://www.facebook.com/navraj.bawa Facebook Group: https://www.facebook.com/groups/MagicOfMultifamily Linkedin: https://www.linkedin.com/in/neal-bawa/ Website: https://grocapitus.com/ Email: info@grocapitus.com Multifamily University: https://multifamilyu.com/?fbclid=IwAR2KBR2nsAov8brxnUJVl2jRE2qY7EgZi_p4reahHHns-L2TwlF6lkD-ahQ Grocapitus Website – https://www.grocapitus.com Free eBook: Location Magic – https://multifamilyu.com/lp/location-magic-ebook/ Join Our Investor Club – https://multifamilyu.com/club 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/


