Wealth Strategy Secrets of the Ultra Wealthy Podcast

Lior Gantz is the CEO of Wealth Research Group, self-made millionaire, and expert in implementing business and investment principles. Despite the challenges of growing up with a father who went bankrupt three times before he was 22, Lior is proof that formal education isn't necessary for success. Discover the motivational journey of Lior who failed, picked himself up, and persevered, dedicating years to grinding out 84-hour workweeks. Despite his challenges, he meticulously sought guidance from a trove of self-help literature and passionately shared his newfound wisdom with the world. In this episode, Lior shares his expertise in creating prosperous businesses, combining traditional deep-value investing techniques with contemporary fields like natural resources and blockchain technology. His investment philosophy is a game-changer, and his knowledge is unparalleled. Lior doesn’t only strategize in making sound investment decisions, he is also an advocate for crucial steps of risk management, balanced asset allocation, and appropriate position sizing. He walks through his research on keeping investors in the loop with the most unique investment perspectives. Discover Lior’s secrets to building wealth and achieving financial freedom! In this episode, we discuss: Lior’s background and how he started with investing The current state of the world's economy Best sectors for investment opportunities Expert advice about Federal Reserve and inflation His investment philosophy and strategizing his asset allocation   Connect with Lior Gantz:  https://www.wealthresearchgroup.com/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council,  Money Magazine, Talks at Google,  CNBC’s Smart Money Talk Radio as well as the BiggerPockets podcasts. They have helped thousands of investors nationwide to save on taxes with proactive tax planning.  Amanda and Matt shed light on the importance of working with a knowledgeable real estate expert, who specializes in navigating the complex tax landscape. As they discuss the limitations of CPAs' understanding of real estate investing, they emphasize the value of strategic planning in this lucrative market. They dive deep into the three most effective tax strategies for passive investors. These secret sauces are a game-changer! They uncover the latest tax benefits, incentives, and economic changes to ensure maximum returns.  Looking to improve your tax strategy? In this episode, Amanda and Matt share valuable insights on how to develop a new mindset and approach taxes with confidence. Grab a notebook and get ready to take notes!   In this episode we discuss: Amanda and Matt’s background and how it all started for them.  The importance of working with a tax strategist.  Top 3 tax strategies for passive investors.  Key tax changes to be aware of in the current economy.  What recapture is and how you can plan it as a strategy.    Connect with Amanda Han & Matt Macfarland:  www.keystonescpa.com  Instagram: https://www.instagram.com/amanda_han_cpa/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Kevin is a Real Estate and Marketing Professional with extensive business development experience who holds a sincere passion for helping investors achieve above average and safe returns. He has a successful track record of identifying and re-positioning multi-family value-add properties. When it comes to investment analysis and due diligence, Kevin Bupp is the go-to expert in the industry. His exceptional ability to identify potential high-yield investments and manage large rehab projects will help take your portfolio to the next level. Additionally, Kevin's extensive experience in property management will ensure your holdings operate smoothly and efficiently. In a market full of challenges, Kevin shares insights gathered from past downturns and how they apply today. His unique ability to identify rare investment opportunities is highly valuable. In this episode, he shares the strategies he uses to identify them, providing actionable tips for investors seeking to make informed decisions. Kevin discusses lucrative opportunities in mobile home park investments, exploring underserved markets and distinctive parking lot niches. He highlights the immense potential within this asset class, providing detailed insights into how individuals can participate and leverage this business model. Don't miss out on Kevin's episode and the distinct investment opportunities he presents!   In this episode we discuss:  Kevin’s background and his experience in this alternative space.  Biggest challenges in today’s market. Kevin’s intellectual strategies on how to identify unique opportunities.  Investing in parking lot assets and how it works.  Kevin’s piece of advice on how to accelerate your wealth.    Connect with Kevin Bupp:  www.investwithsunrise.com    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Bikran Sandhu is the COO, CFO, & Co-Founder of Rise48 Equity and Rise48 Communities. Bikran’s main responsibilities as COO includes overseeing underwriting, asset management, and investor relations for all assets. Bikran’s main responsibilities as CFO include overseeing accounting, finance, and treasury at Rise48 Equity and Rise48 Communities. He resides in Scottsdale, Arizona with his wife Alice Pan.  Bikran has a professional background in audit and assurance services where he worked at PwC LLP and audited Fortune 100 companies as well as pre-IPO companies. Bikran also worked at CNM, LLP and has a professional background in management consulting services related to SOX compliance, risk advisory, and transactional accounting advisory services for Fortune 500 companies. Bikran's passion for the product he sells is evident in his successful wealth trajectory. His exceptional asset management skills have led to quick success, with his company successfully executing multi-million dollar assets.  Bikran reveals the logistics and benefits of an interest rate cap, while shedding light on the reasons for many business failures in the field. He shares how as an investor, it is imperative to assess both the company and its leadership before making a decision. Experience Bikran's transformative insights in this must-see episode that elevates your expertise to new heights. Don't let this opportunity pass you by. Listen now!    In this episode we discuss:  Introduction to Bikran’s background.  Bikran’s Wealth Strategy.  How successful and multi million assets are managed by Rise48.   The cost of interest rate cap and how it works. Tips to identify high-quality operators.   Connect with Bikran Sandhu:  Bikran Sandhu LinkedIn - https://www.linkedin.com/in/bikransandhu/ Bikran Sandhu Schedule A Call - https://rise48equity.com/invest/ Rise48 Equity LinkedIn - https://www.linkedin.com/company/rise48equity Rise48 Equity Instagram - @Rise48Equity Rise48 Equity Facebook - https://www.facebook.com/rise48equity/   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

August Biniaz is the Co-founder and COO of CPI Capital. CPI Capital is a Real Estate Private Equity firm with its mandate to acquire Multifamily and BTR-SFR assets while partnering with passive investors as Limited Partners.  August was instrumental in the closing of over $208 million of multifamily assets since inception. August educates real estate investors through Webinars, YouTube shows, Weekly Newsletter and one-on-one coaching.  He is the host of Real Estate Investing Demystified PodCast. August, a seasoned real estate investor, has successfully navigated various areas of the industry while branching out into other business ventures. In his pursuit of financial prosperity, he discovered the key to wealth building and became enamored with the art of investing. Get ready to rent, because August has a game-changing concept: 'build to rent'. These portfolios of single family homes are designed and run specifically for renting, and perform just like multifamily buildings. This innovative asset class is on the rise, and definitely worth keeping an eye on.  Catch the must-see episode featuring August - you won't want to miss it!   In this episode we discuss:  August’s background and how he got into space.  The structure of investing in the U.S. from an international country.  August’s journey into real estate and building wealth.  Insights on the ‘Build to Rent’ asset class.  August’s advice on personal performance that yielded the biggest results.  Connect with August Biniaz:  Linkedin: https://www.linkedin.com/in/august-biniaz-23291460/  Youtube: https://www.youtube.com/channel/UCBliV4We30bjaKqmqri8jQg/videos    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

A serial entrepreneur at heart, Dave Wolcott spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is an author and a host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. In this captivating segment, Kary Oberbrunner delves deep into the pages of Dave's recently published book: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life! Dave Wolcott uncovers how to protect your money while multiplying it like the top one percent do.  Holistic wealth is more than just money: it’s a comprehensive expression of your mental, physical, and financial well-being. Dave shares his five-phase framework for building and following a holistic wealth strategy that will give you not only freedom of money but also freedom of purpose, time, and relationship. Once you start investing in holistic wealth, you will be on the growth path of an ever-expanding future.The Holistic Wealth Strategy empowers you to seize the lifestyle you’ve always dreamed about.    In this episode we discuss:  Dave’s background and what led him to building legacy.  What drove Dave to write this book? And what is his book about? How to make a paradigm shift in your mindset.   The difference between being rich and being wealthy.  Discovering the Holistic Wealth Strategy.    Connect with Dave Wolcott:  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Email: info@pantheoninvest.com     Connect with Kary Oberbrunner:  https://karyoberbrunner.com https://ignitingsouls.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

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/