Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today we have a remarkable guest with us, Carl Fischer. Carl is not your typical real estate developer. With a degree from Cornell University, he embarked on his career in the 1970s as a rocket scientist at the Kennedy Space Center in Cape Canaveral, Florida. It's not every day that you meet someone who has transitioned from the world of rocket science to the world of real estate. But Carl's story is one of adaptability and innovation. Fast forward to today, and Carl is one of the founders and principals of CAMA Self-Directed IRA, LLC, doing business as CamaPlan. With over 20 million dollars in real estate transactions under his belt, Carl has certainly made a mark in the industry. His real estate portfolio spans both commercial and residential properties, including real property, notes, and mortgages. One of the core themes of this conversation revolved around self-directed retirement accounts, a niche but powerful tool for wealth building. Carl stressed the importance of understanding how IRAs and 401(k)s can be self-directed to invest in a variety of assets, including real estate. He shared practical insights into the benefits and intricacies of these accounts, which can offer individuals greater control over their financial future. This episode is a deep dive into the world of self-directed retirement accounts, real estate investing, and the intersection of technical knowledge with financial acumen. Carl's unique journey, coupled with his commitment to education and helping others achieve financial independence, will leave you with a wealth of knowledge and inspiration. In this episode, we talked about: Exploring the concept of self-directed IRAs and 401(k)s. Enhanced Qualified Retirement Plan and Self-directed IRAs Strategies for using retirement accounts to invest in various assets, including real estate Leveraging investments while maintaining tax advantages Unrelated Business Income Tax (UBIT) and how it works Connect with Carl Fischer: Website: https://www.camaplan.com/ Linkedin: https://www.linkedin.com/company/camaplan/ Personal Linkedin: https://www.linkedin.com/in/camaplan/ Contact: https://www.camaplan.com/contact-us/ Facebook: https://www.facebook.com/camaplan Youtube: https://www.youtube.com/camaplan1 Instagram: https://www.instagram.com/cama_plan 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/

Today, we have a truly exceptional guest joining us, Mr. Mark Hutchinson. Mark is a seasoned executive with over four decades of experience as an entrepreneur and investor. His journey through investing, entrepreneurship, and alternative finance advisory has shaped him into a respected authority in these fields. Mark's dynamic career, filled with triumphs and setbacks while building and scaling businesses, has provided him with a unique perspective on alternative wealth strategies and becoming a better investor. His diverse experiences make him an invaluable source of insight and guidance in wealth building. In this episode, we'll explore how Mark's journey led him to a personal revelation in the aftermath of the 2008 financial turbulence—the IBC concept. Since then, he has been dedicated to reshaping his clients' financial views and uncovering hidden truths that can help them achieve financial success. Mark's commitment to financial education shines through in his fervor and the referrals he receives from satisfied clients. His wealth of knowledge and experiences will provide you with valuable insights into alternative wealth strategies, entrepreneurship, and the importance of continuous financial education. In this episode, we discuss: His four decades of experience in the steel industry and insights from steel fabrication and industry climb Lessons learned from his entrepreneurial endeavors How Infinite Banking Concept (IBC) can secure financial futures Mark's commitment to educating and empowering people with knowledge and insights from his years of experience Examples of how alternative wealth strategies can work in practice Connect with Mark Hutchinson: Website: http://www.livingbenefits-life.com/ Website contact: https://www.livingbenefits-life.com/contact-8 Email: livingbenefits@mail.com Contact number: (518) 409-1595 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/

Today we have an incredible guest joining us, Corey Peterson. Corey is the CEO and Founder of Kahuna Investments, a name synonymous with real estate success. With a career spanning 13 years in the multifamily arena, Corey's expertise shines as he shares how he's acquired over $225 million in real estate assets nationwide and raised a staggering $95 million in private equity. But that's not all, Corey's impact goes beyond his impressive portfolio. He's a bestselling author with books like "Copy Your Way To Success – Standing on the shoulders of Giants" and "Why the Rich Get Richer," which offer invaluable insights into his journey and strategies. In this compelling episode, Corey dives deep into the secrets of his remarkable success. He opens up about his multifamily journey, starting from his early days and the pivotal moments that ignited his passion for real estate. Corey shares how he harnessed his determination to build Kahuna Investments from the ground up, acquiring over $230 million in real estate assets across the nation. One of the key takeaways from this conversation is Corey's emphasis on passive investing. He elaborates on how he strategically partners with passive investors to create thriving apartment communities that offer both stable cash flow returns and long-term capital appreciation. Corey's insights into the art of building these partnerships and nurturing a win-win environment for all parties involved offer a blueprint for those aspiring to make their mark in real estate. In this episode, we discuss: Corey's early days in real estate and pivotal moments His strategic approach to achieving both stable cash flow returns and long-term capital appreciation. The power of strategic partnerships Expert advice and actionable strategies to excel in Multifamily Connect with Corey Peterson: Free book: Text the work "book" to +480 500 1127 Website: https://kahunainvestments.com/ Linkedin: https://www.linkedin.com/in/corey-peterson/ Facebook: https://www.facebook.com/kahunacashflow Instagram: https://www.instagram.com/kahunacashflow/ Podcast: https://open.spotify.com/show/7rXm0lP3DelWI6I6yhHidD 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/

Today we have a true real estate titan: Josh Cantwell. He's not just a real estate investor; he's a maestro of multifamily transactions, a mentor to countless aspiring investors, and the host of the illustrious Accelerated Investor Podcast, where he's chatted with some of the biggest names in the business world, from Kevin O'Leary to Barbara Corcoran and even Donald Trump Jr. Now that's a lineup that's hard to beat! Josh is the CEO of Freeland Ventures and founded Strategic Real Estate Coach in 2007, a platform that allowed him to share his wisdom and guide countless apprentice partners and students toward their own real estate triumphs. In this captivating conversation, Josh peeled back the layers on his transition from financial markets to real estate, sharing how his expertise in capital raising became a potent tool in his real estate endeavors. He shared how he turned the corner from traditional investing to multifamily deals, offering invaluable advice on locating and seizing the most lucrative opportunities. Josh walked us through his systematic approach to structuring multifamily transactions, sharing tactical insights on negotiation strategies that have consistently secured him profitable deals. This episode is a masterclass in real estate entrepreneurship, imparting lessons that extend far beyond property transactions and into the realm of true wealth mastery. In this episode, we discuss: Tactical insights into multifamily deals The importance of community and building relationships Structuring and syndication of multifamily transactions in the current market The success formula of Peak Performance Connect with Josh Cantwell Podcast: https://acceleratedinvestorpodcast.com/ Linkedin: https://www.linkedin.com/in/joshcantwell/ Facebook: https://www.facebook.com/srecnow/ Instagram: https://www.instagram.com/josh.cantwell/ Strategic Real Estate Instagram: https://www.instagram.com/srecnow Youtube: https://www.youtube.com/@SRECvideo Email: acceleratedinvestorpodcast.com Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Today's guest is the incredible Travis Watts, a true luminary in the realm of passive income and real estate investing. Travis is not just an investor, he's a full-time advocate for those who are looking to adopt a more hands-off approach when it comes to real estate ventures. As the Director of Investor Education at Ashcroft Capital, Travis spearheads the mission to educate investors about the remarkable potential of hands-off investing in the multifamily real estate space. And what's truly remarkable is that they handle the day-to-day intricacies, even managing residents through their in-house property management company. In this captivating episode, Travis delves into his personal journey, shedding light on his transition from an active real estate investor, juggling single-family homes and various property types, to a burnout in 2015 that led him to seek a more sustainable path. Travis then emerged as a fervent advocate for passive real estate investing, specializing in multi-family apartment complexes. Why multi-family properties, you ask? Travis enlightens us with compelling reasons: a soaring demand for apartments, risk-adjusted returns, tantalizing tax advantages, the prospect of appreciation, monthly dividends from rental income, and the inherent potential to cultivate lasting wealth. So, whether you're an experienced investor or just starting on your wealth-building journey, this episode with Travis Watts is an absolute must-listen. In this episode, we discuss: Travis's background and transition Benefits of passive multi-family investing Active investing vs passive investing The vision of long-term wealth for financial freedom Connect with Travis: Free 15-Min Call: www.calendly.com/traviswatts Instagram: https://www.instagram.com/passiveinvestortips Facebook: https://www.facebook.com/passiveinvestortips LinkedIn: https://www.linkedin.com/in/traviswatts1234 YouTube: https://www.youtube.com/@travwat Podcast: https://www.bestevercre.com/podcast/tag/passive-investor-tips Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Our guest for this episode is Louis O'Connor, the Founder and Principal of Strategic Metals Invest. Louis brings a unique perspective to the table, as his company is the sole industry supplier worldwide that allows private investors to not only purchase but also profit from owning Strategic Metals. Louis delves into the mechanics of how Strategic Metals Invest operates, explaining how private investors can get involved, the benefits of diversifying into this unique asset class, and the strategies his company employs to keep this momentum going. Louis dives deep into this innovative investment approach, drawing parallels to the traditional Precious Metals market. Instead of just investing in Gold, Silver, and other precious resources, you can now get your hands on Strategic Metals – a concept that has been outperforming even the well-known market indices. One of the most intriguing aspects that Louis highlights is the relative obscurity of this investment avenue, particularly in North America. Louis and his team, being based in Europe, are on a mission to bridge this gap by offering North American clients access to geographic diversification that's sorely needed in their portfolios. This episode is a must-listen for anyone seeking to explore new investment horizons and capitalize on the often-overlooked opportunities in the world of Strategic Metals. In this episode, we discuss: The mechanics of Strategic Metals Investment infrastructure Supply and demand of precious metals The risks involved and Tax efficient strategies for this asset class The unique opportunities in precious metals and the importance of diversification of asset class. Connect with Louis: Website: https://strategicmetalsinvest.com/ Facebook: https://www.facebook.com/StrategicMetalsInvest Linkedin: https://www.linkedin.com/in/louis-o-connor-a583341b8 Youtube: https://www.youtube.com/@strategicmetalsinvest Email: louis@strategicmetalsinvest.com Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we have an incredible guest joining us. Paul Karger, the Co-Founder and Managing Director of TwinFocus, a prestigious Boston-based wealth advisory firm. With over $7 billion under his management, Paul is no stranger to handling the finances of ultra-high-net-worth families and individuals. Before Paul founded TwinFocus in 2006, he had already built an impressive career at UBS, where he established The Karger Group and led a team providing counsel to global high-net-worth families. Throughout this episode, we'll dive into Paul's effective investment insights, tax strategies, when to start succession planning, creating an effective portfolio and allocating assets. Paul's day-to-day activities revolve around partnering with TwinFocus' key clients, guiding them through complex business, financial, and life decisions. Beyond discussing his journey and the creation of TwinFocus, Paul is well-versed in a wide range of topics related to investing, building wealth, generational wealth planning, and extreme tax planning. His clients include some of America's wealthiest families and CEOs, giving him a unique perspective on managing substantial wealth. Whether you're a seasoned investor or someone just starting on their wealth-building journey, this episode promises to be a wealth of knowledge! In this episode, we discuss: Paul's background and journey to becoming the Co-Founder and Managing Director of TwinFocus Extreme tax planning strategies and tips for optimizing tax efficiency for ultra-high-net-worth individuals. Tips for creating a well-balanced investment portfolio and allocating assets effectively. The range of services offered by TwinFocus, including advising clients on complex business, financial, and life decisions. Connect with Paul Karger: Website: https://twinfocus.com/paul-karger/ Linkedin: https://www.linkedin.com/in/paulkarger Instagram: https://www.instagram.com/twinfocused/ Email: pk@twinfocus.com Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we had the pleasure of hosting Jason Nees, a seasoned financial expert with an impressive background. Jason's journey began as a financial advisor at renowned investment firms like Morgan Stanley and Merrill Lynch. During his tenure of over a decade, he assisted countless investors in meticulously planning and strategizing their financial futures. However, Jason's career took an intriguing turn when he was presented with a unique opportunity. He was recruited to assist in raising capital and lead the business development team for a consumer finance company. Over the course of several years, Jason successfully raised over $300 million in capital, showcasing his exceptional financial acumen and ability to navigate the intricacies of capital markets. In this captivating episode, Jason Nees sheds light on the benefits of alternative assets and how they can play a pivotal role in wealth-building strategies. We delve into the world of tax-efficient investments, consistent cash flows, and uncover additional upside potential. With a newfound focus on tax efficiency, consistent cash flows, and potential upside, Jason delved into the world of alternative assets. He became an avid investor in these unconventional asset classes, discovering their potential to accelerate wealth growth while maintaining tax advantages. If you're keen on expanding your financial horizons and discovering how to grow your wealth through innovative investment approaches, this episode is a must-listen! In this episode, we discuss: Jason Nees' background as a financial advisor at prestigious investment firms like Morgan Stanley and Merrill Lynch. The pivotal role of alternative assets in wealth-building strategies. His top 3 due diligence points. Dealing with windfall profits and navigating significant tax liabilities. Connect with Jason Nees: Linkedin: https://www.linkedin.com/in/jnees/ Email: jason@pantheoninvest.com Contact: 913-961-4361 Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Today we had the privilege of sitting down with the incredible Adam Carroll. Adam is a true financial literacy expert, celebrated author, and captivating speaker, having delivered over 1,000 speaking engagements worldwide. He is the visionary behind The Shred Method™, a fintech company that empowers individuals and families to achieve remarkable debt freedom at an exceptional speed. This innovative approach to financial freedom is reshaping how people perceive money, education, and personal growth. Throughout the conversation, Adam shared his wealth of knowledge and his dedication to revolutionize financial literacy. We delved into Adam's journey and the pivotal role he's played in the field of finance, particularly through his thought-provoking TED talks, which have garnered a staggering 6 million views on YouTube. One of the highlights of the conversation was Adam's vision behind The Shred Method™. He detailed how this fintech company empowers individuals and families to liberate themselves from debt quickly, providing practical strategies to achieve financial freedom. Don't miss this empowering conversation with one of the most influential financial experts of our time. In this episode, we discuss: The importance of financial literacy. Emphasizing the crucial role of money as it sets the foundation for a secure financial future. Uncovering The Shred Method™ Adam's personal principles for financial success and independence. The significance of smart financial habits and informed decision-making to build lasting wealth. Connect with Adam Carroll: Personal Instagram: www.instagram.com/Adam.Carroll Business Instagram: www.instagram.com/The.ShredMethod Linkedin: https://www.linkedin.com/in/adamcarrollspeaks/ Youtube: https://www.youtube.com/adamcarrollspeaker The Shred Method: www.TheShredMethod.com Website: www.AdamCarroll.info Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, we have Michael W. Sonnenfeldt, an American entrepreneur, philanthropist, and political activist. He is the Chairman and Founder of TIGER 21, the premier peer membership organization for high net worth wealth creators and preservers. Michael is also an accomplished author, having written the acclaimed book "Think BIGGER and 39 other Winning Strategies from Successful Entrepreneurs," which was published by Bloomberg/Wiley in September 2017. During our conversation, we explore some of the key insights from his investing experience and how they can be applied to achieve financial success. Michael brings a wealth of knowledge and experience to the table. Michael also emphasized the significance of meditation, particularly when it comes to making financial decisions. He highlighted how incorporating meditation practices into his daily routine has positively impacted his ability to navigate the complex world of wealth creation. Join us as we dive deep into Michael Sonnenfeldt's wealth strategies and gain invaluable insights from his vast experience. In this episode, we discuss: Insights into wealth creation and preservation from his role as the Chairman and Founder of TIGER 21 Michael's current economic outlook and how you can leverage the market today Meditation as a huge part in making rational choices that align with his financial goals The importance of peer membership organizations for ultra high net worth individuals in achieving financial success Connect with Michael: Linkedin: https://www.linkedin.com/in/michael-sonnenfeldt-84072225/ Company Linkedin: https://www.linkedin.com/company/tiger-21/ Website: https://tiger21.com/ Twitter: https://twitter.com/TIGER21 Youtube: https://www.youtube.com/channel/UCWqXd_cR_LYDv5pCJUjJ0HA Book: Think BIGGER and 39 other Winning Strategies from Successful Entrepreneurs Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/ Michael Sonnedfeldt's Photo Credits to Coco Jourdana