Wealth Strategy Secrets of the Ultra Wealthy Podcast

Derek Lobo is called the “Apartment Guru” because of his decades of speaking, writing, consulting, brokerage transactions, relationships, amortized knowledge, and industry wisdom. He is one of the most connected individuals in the apartment industry, living by his personal motto: always stay in traffic! As a student of new apartment construction, student housing, and affordable housing, Derek has established a sterling reputation and industry credibility as an expert advisor in these fields. Derek’s keen insight and strategies have allowed him to broker some of the nation’s largest and most complex real estate transactions. He is currently the Broker of Record and CEO of SVN Rock Advisors Inc., Brokerage. Derek emphasizes the immense potential of real estate investments, explaining how his personal journey has opened up new opportunities in this ever-changing industry. He urges early adopters to take advantage of their head start - it could be life-altering.  Derek believes that home ownership should be seen as an opportunity for growth and development, not simply a problem. He emphasizes the importance of educating yourself - plus your family members- on potential opportunities in order to reap long-term benefits early on. Don't miss your opportunity to make strides in the world of real estate investing with Derek as your guide! Unlock valuable tips and tricks on how you can achieve success today. In this episode, we discuss:  - Derek’s remarkable success story since childhood.  - The power of real estate investing.  - Strategies to start early in the industry.  - Derek’s piece of advice to multiply your wealth.  Connect with Derek Lobo:  www.theselffundinghouse.com www.rockadvisorsinc.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/ 

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022!  Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies that are opening the doors to new transactional opportunities.  In this thought-provoking episode, Emmanuel delves into the implications of inflation and how it's presenting a dualistic paradigm: an imminent risk but also newfound opportunities. As digital currency continues to gain prominence in our economy, he is optimistic on its trajectory as a potential asset class. Emmanuel is an invaluable resource when it comes to uncovering key information about digital currency and understanding the trajectory of central banks. He provides deep insights on risks, important factors to consider, as well as top-tier asset classes that should be part of your portfolio. Tap into the insights and valuable knowledge of Emmanuel Daniel in this unmissable episode! Get ready for an informative, entertaining journey that will leave you inspired. In this episode we discuss:  Emmanuel’s background and how his destiny changed.  Where is the digital currency heading today?  Emmanuel’s perspective about Central Bank Digital Currency. Emmanuel’s piece of advice to accelerating wealth trajectories.  Connect with Emmanuel Daniel:  www.emmanueldaniel.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/ 

As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate through both debt and equity. Gene has represented over 650 clients in this area of practice. The median offering size is $3,000,000, but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D. As a former syndicator, who for ten years raised investor capital through the broker-dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws. As a long-time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how-to manual” on real estate syndication. In this episode, Gene Trowbridge discusses the importance of pre-existing relationships with syndicators and how it needs to be built on trust and mutual respect. He addresses questions every passive investor should ask themselves to better equip them to make informed decisions.  Gene explains the main difference between a 506b and 506c offering and uncovers what an accreditation status is to prove to the government that you’re not a liability that they need to protect. He also shares how you can use your assets as an accreditation, such as property or tangible assets.  Mr. Trowbridge shares his vast experience and knowledge on syndication, and reveals some fascinating insights that you won't want to miss!  In this episode, we discuss:  1. How Gene got into the real estate space.  2. Questions every passive investor should ask.  3. Is the industry shifting more towards 506c offerings?  4. How and why you need to obtain an accredited investor status.  5. What is the mission of SCC?  Connect with Gene Trowbridge:  www.trowbridgelawgroup.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/ 

Darin Batchelder is a General Partner with vast experience investing in over 1,282 multifamily units across three states - TX, AZ & SC and developing a 200-unit RV park. As a Limited partner, he has investments spanning 35 properties populated by 9105 multifamily units and 100000+ square feet of retail space.  Darin has been a business owner of TZK Capital since 2007. TZK Capital is focused on trading high credit quality performing real estate loan portfolios between banks to include residential, multifamily, and commercial real estate loans.  Darin, an experienced investor, recommends aligning your finances with individuals you recognize and value. He explains how leveraging time & money through tax-efficient investments can grow a successful portfolio. Darin then shared his knowledge on RV parks which offer millennials more affordable homeownership capabilities due to current market restraints while simultaneously providing the opportunity for renters out there looking for something new. Reflecting back to the trials of Covid, Darin showcases how his cashflow was able to remain positive and keep him afloat during such uncertain times. By viewing this period through rose-tinted glasses he has also identified why multifamily assets are a strong performing investment in any recession - providing an invaluable lifeline for many investors. This episode with Darin Batchelder is not to be missed - gain expert insight into investing the smart way! In this episode we discuss:  Darin’s journey and how this industry started for him.  Darin’s approach to 2023 with the expectation of a recession.  How Multifamily investments are a problem solving business.  Darin’s RV Park assets and how it is performing.  One piece of advice from Darin to expedite wealth.  Connect with Darin Batchelder:  www.darinbatchelder.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/ 

Ashley Wilson, is the Co-Founder of Bar Down Investments, LLC & HouseItLook, LLC, Co-Host of The Passive Investing Show, Best Selling Author of The Only Woman in the Room, Knowledge and Inspiration from 20 Women Real Estate Investors, and a BiggerPockets’ Series Host.  She started investing in real estate in 2009 and has been involved in over $100 million in transactions within both single and multifamily real estate across over 1,500 units. In 2022, Ashley was a ConnectCRE Award Recipient. When Ashley is not working on her businesses, she enjoys spending time with her family, including her husband and their two daughters.  Ashley and her husband are strong proponents of leveraging their investments, which led them to the multifamily housing sector. She wants diversification in her portfolio so that she can benefit from multiple markets regardless of how each individual asset performs. By spreading out across many different options, Ashley is able to maximize returns on investment while minimizing risk. Ashley believes that investing in the right team and taking a patient approach to building wealth is key for developing lasting legacy. To achieve this, investors need to be aware of market cycles and have alternate sources of income as preparation against any troubles with their main asset class.  Take a moment to experience this amazing episode featuring Ashley and her unique insight. You won't regret it! In this episode we discuss:  How Ashley’s successful career began The components that Ashley follows to building a strong team Will there be any risks in 2023 for multifamily investors  Are there any other ways to have cash flow?  Ashley’s piece of advice to accelerate your wealth trajectory.  Connect with Ashley Wilson:  https://www.bardowninvestments.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/ 

Rod Kleif is a serial entrepreneur and philanthropist who is passionate about business, high performance, real estate, and giving back. As one of the country's top real estate and peak performance luminaries. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success.  Rod's experience involves both remarkable triumphs and spectacular failures, which he affectionately calls "seminars:' Rod will explain the mindset required to recover from losing $50 million dollars in the crash of 2008 to the success he enjoys today. Rod brings incredible authenticity and insight to his approach to real estate, mindset, success, and life.    Rod has a unique story that emphasizes the importance of mindset. Growing up, he had deeply-rooted doubts about his own worth - but through perseverance and commitment to his ambition, Rod was able to free himself from those external constraints. This is an inspiring example of how determination can help anyone achieve any goal they set their mind to; desire drives us forward and keeps us on our path no matter what obstacles we may face along the way. High focus and control over noise are key components to success. Rod recommends surrounding yourself with people who will push you; those that lead by example, embrace challenges as opportunities for growth, and strive towards higher standards. In times of crisis lie chances for major progress - choose your influencers wisely!   Rod Kleif is a shining example of what's possible with hard work and determination. Tune in to this episode for all the knowledge you need to ignite your own success! In this episode we discuss:  Rod’s background and how he reached this success.  How did Rod pull himself back up after losing $50 million.  Rod’s perspective on peer groups and choosing people who influence you.  Rod’s Wealth Strategy for the new year.  Rod’s one piece of advice that will move you.  Connect with Rod Kleif:  www.rodkleif.com  www.rodslinks.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/ 

Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients.  After Stephen received his degree at Portobello Business College in Dublin, Ireland, he held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives.    When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore where they advise clients on gold, silver purchasing and storage.    Stephen bravely traveled to Wall Street in the 90s and stood out as a financial disruptor at the technology department. Stephen drew upon his mother’s impressive entrepreneurial spirit, which enabled him to powerfully protect their capital while learning invaluable skills along the way.   Stephen advocates for gold and silver investing as the key to protecting wealth. He explains that while often overlooked, gold has immense value - it's more than just a commodity; it is money! Understanding its current market perspective today can be an advantageous strategy in increasing one’s finances.   Don’t miss out on this wonderful episode with Stephen!    In this episode we discuss:  Getting to know Stephen and how his journey started.  Stephen’s perspective on gold and where we are heading today.  Understanding the process to buying gold  Security Protocols for the vaults  What’s the process to invest in GoldCore    Connect with Stephen Flood:  Website:  www.goldcore.com Twitter - https://twitter.com/GoldCore Facebook - https://www.facebook.com/GoldCore/ LinkedIn - https://www.linkedin.com/in/stephen-flood-544905/ YouTube - https://www.youtube.com/user/GoldCoreLimited Special Audience Giveaway:  www.goldintheusa.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/ 

Jeremy Roll has forged an incredible career path since 2002. After leaving the corporate world in 2007, he dedicated himself full-time to passive cash flow investments and successfully built up a portfolio worth over $1 Billion with more than 60 opportunities across real estate and business assets.    As Founder & President of Roll Investment Group, Jeremy helms a group of 1,500+ investors aiming for profitable returns through managed investment solutions. He is also co-Founder of FIBI - For Investors By Investors: A non-profit organization launched in 2007 which seeks to bring education and networking together within California's largest public real estate investor meetings without any sales pitches being made.   Faced with a dwindling stock market return, Jeremy decided to take his investing strategy in a new direction - passive investing. With this approach he sought out the best way to build cash flow and has been successfully putting money into these types of investments since 2002. This long-time investor's penchant for passivity shows how far you can come from taking an alternate route!   Jeremy shares how he is a savvy investor who takes great care when choosing which projects to invest in. He only considers conservative projections and strives for investments that over deliver on their promised results. A rigorous background check of member entities ensures Jeremy is investing wisely, taking into account the experience needed to be successful in any sector he chooses.    With such attention paid even before investing, it's no surprise that Jeremy stays firmly on track with his goals. Listen more and take notes of this informative episode with Jeremy!    In this episode we discuss:  Jeremy’s background and journey that led him to this space.  What drove Jeremy to passive income theory?  Top 5 Ingredients Jeremy looks at before investing.  The current market and Jeremy’s input. What is Jeremy’s profile now and where he’s headed.    Connect with Jeremy Roll:  jroll@rollinvestments.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/ 

Doug Middleton is a technology enthusiast and lifelong learner.  He has spent the last two decades in IT sales, with a focus on customer ROI and success.  He lives in northern Virginia with his amazing wife Jessica of 21 years who has blessed him with three amazing children.   After careful consideration, Doug decided to make a break from the traditional stock market and invest in tangible assets. To take full advantage of his investment opportunities he began looking into different strategies for reducing taxes while simultaneously increasing investable capital.    Among these options was Solar Loans which allowed him to pay less on monthly energy costs than if paying an electric company - all with the added bonus of receiving up to 30% tax credit! With this newfound Energy Independence came significant control over future energy cost as well, making it one worthwhile opportunity not easily overlooked by savvy investors such as Doug!   With an investment in Solar, you can customize a system to suit your needs - emphasizes Doug. You can benefit from 25-year loans with monthly payments and no money down - you will start saving immediately.    Listen now and learn more on how you can truly take advantage of energy independence with complete control over future costs!    In this episode we discuss:  How Doug became an investor and an entrepreneur.  What is Solar and how can anyone deploy it?  Energy Independence and how it is supported.  How to go Solar and what it entails.  Doug’s top productivity habits and wealth strategy advice.  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/ 

Casey Meyeres is a Tax Partner with ProVision serving successful business owners, entrepreneurs, professionals, and investors with tax and wealth planning to help achieve their goal of financial freedom.   With over 24 years of experience in public accounting, ranging from tax and audit compliance and consulting for a broad range of public and privately held companies, business owners, and high net worth individuals.   The tax season is coming up and you're looking for ways to save on taxes? This episode is for you! With Casey’s comprehensive knowledge of different industries, you will be able to find which strategy works best with potential investments in order to lower those pesky bills you receive from Uncle Sam every year.    Casey takes you through the ins and outs of tax strategies to help you save money. He provides detailed information about how depreciation impacts your wealth’s bottom line, as well as what steps are next for those interested in exploring this avenue - tax efficiency!    With the wealth of opportunities available to W2 employees, it's easy for side hustlers and entrepreneurs alike. As long as you have that entrepreneurial spirit Casey is there with a helping hand! Tune in now and don’t miss out on this amazing episode.    In this episode we discuss:    Casey’s background and wealth journey.  Casey’s wealth strategy and how it has worked for him.  Tax strategies for investing in oil & gas. Bonus depreciation and other advanced tax strategies. Creating a side hustle as part of your tax strategy. Casey’s biggest wealth strategy advice for tax efficiency.     Connect with Casey Meyeres:  www.provisionwealth.com   Call: 480-467-4400   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/