Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today we have an incredible guest joining us, Mitchell Day, a specialty tax manager with Provision PLC, brings over twenty years of taxation experience to the table. His expertise lies in tax planning for the real estate, construction, banking, and multi-state sectors. Mitchell's impressive background includes working in various roles in both public accounting and industry. But before embarking on his successful accounting career, Mitchell served as an investment advisor in Canada. This unique perspective allows him to provide valuable insights and strategies to his clients. In this episode, Mitchell shares his expertise on a variety of topics, including consolidated returns, tax provision, and income tax planning. His breadth of knowledge and practical experience will provide our listeners with actionable insights to optimize their wealth strategies. He also talks about understanding unique financial goals, Mitchell identifies how his expertise and knowledge over the years can help people achieve long-term success while maximizing tax efficiency. Discover tax-efficient strategies that can take your financial goals to new heights. In this episode, we discuss: Insights into the process of estimating and accounting for income taxes in financial statements. Exploring the tax implications and benefits of utilizing structured financing methods in various financial transactions Proven strategies and approaches for optimizing income tax planning to minimize tax burdens and maximize wealth accumulation The upcoming changes in tax planning and how you and your business can adapt Connect with Mitchell Day: Linkedin: https://www.linkedin.com/in/mitchell-day-bb41b14/ Company Linkedin: https://www.linkedin.com/company/provision---wealth-strategies/ Website: https://www.provisionwealth.com/ Facebook: https://www.facebook.com/provisionplc/ Instagram: https://www.instagram.com/provisionplc/ 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 dive into the world of industrial real estate with Joel Friedland, a seasoned investor with over 40 years of experience. Joel shares his valuable insights on weathering economic storms, acquiring assets without debt, raising capital, and finding off-market deals. With an impressive portfolio of nearly 100 acquisitions totaling approximately 3 million square feet, Joel's expertise is unmatched. He has raised over $100 million in private capital and facilitated more than 1,600 industrial leases. Joel sheds light on his remarkable journey of overcoming the challenging 2008 market crash in the real estate industry. Drawing from his experience, Joel discusses the strategies he employed to weather the storm. Through his compelling story, Joel inspires listeners with his resilience, adaptability, and determination to succeed in the face of adversity. He also talks about the risks involved in industrial real estate as well as valuable perspectives he learned along the way. He understands the potential challenges in the industry, including economic fluctuations, tenant turnover, and property maintenance costs. Joel's seasoned approach, combined with his ability to adapt and find off-market deals allows him to mitigate risks and maximize returns. Join us as we explore Joel's journey from his early beginnings to his current role as the Principal at Brit Properties and Brit Asset Management, where he manages a diverse portfolio of properties on behalf of investors! In this episode, we discuss: How he successfully navigated the challenges of the 2008 recession and developed strategies for buying assets without relying on debt The importance of cold-calling and off-market deals to find lucrative investment opportunities Understanding Industrial leases and the advantages and risks involved in the industry The importance of making informed decisions Connect with Joel Friedland: Linkedin: https://www.linkedin.com/in/joel-friedland-sior-5508a791/ Company Linkedin: https://www.linkedin.com/company/brit-properties Website: https://britproperties.com/ Youtube: https://www.youtube.com/channel/UCS4CNcUQExJrULBowMwzGEw Facebook: https://www.facebook.com/profile.php?id=100064703481200 Twitter: https://twitter.com/brit_properties Contact: https://britproperties.com/contact-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 you FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, we dive into the fascinating journey of Dr. Tom Burns, an entrepreneur, retired orthopedic surgeon, and physician for the United States Ski Team. With over 25 years of real estate experience, having acquired or developed over $700 million of real estate locally and internationally, Dr. Burns is an expert in the field. He is also the co-founder and principal of Presario Ventures, a private real estate company focused on apartment development and private equity in Texas and the Sunbelt. Dr. Burns is the author of Why Doctors Don't Get Rich, a best-selling personal finance book for those who want to live life to the fullest. Dr. Tom shares in this podcast his remarkable story of transitioning from medicine to real estate, achieving financial independence, and creating a life of abundance. Discover the principles outlined in his best-selling book and learn how you can take control of your financial future, live life to the fullest, and embark on thrilling adventures through the Rich Life Mastermind. He also talks about his journey and the steps taken to break free from financial constraints. Dr. Tom emphasizes the importance of mindset shifts and practical strategies to attain financial independence. Join us in this enlightening episode to discover how you can take charge of your financial future and live a life of abundance through the Rich Life. In this episode, we discuss: The value of combining medical expertise with business acumen and how it influenced Dr. Burns' entrepreneurial journey. His deep enthusiasm for traveling and the enlightening experiences he acquired. Practical strategies for managing personal finances, and creating wealth. The role of real estate investments, new developments in achieving long-term financial stability. Achieving financial independence to live the life you want. Connect with Tom Burns: Linkedin: https://www.linkedin.com/in/tom-burns-9744304/ Personal Website: https://richdoctor.com/ Company Linkedin: https://www.linkedin.com/company/presarioventures/ Presario Ventures Website: https://presarioventures.com/ Email: hello@richdoctor.com Book: Why Doctors Don't Get Rich 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 are joined by Richard Canfield, an Amazon Bestselling Author, Podcast Host, and Authorized Infinite Banking Practitioner. Richard's life took a transformative turn in 2009 when he came across the book "Becoming Your Own Banker, Unlock The Infinite Banking Concept" by R. Nelson Nash. The profound ideas presented in the book resonated deeply with him, and he knew he had found what he had been searching for all his life. Today, Richard and his team are on a mission to share the powerful message of financial hope and control. Their focus lies in putting people in the driver's seat of their financial lives and creating durable, dependable, generational wealth. Richard shares the concept of Infinite Banking as we delve into its principles, benefits, and practical applications. Through this discussion, Richard provides valuable insights and strategies for keeping more of one's hard-earned money and reducing taxes. His expertise and passion shine through as he shares actionable steps to implement this financial approach. Drawing on his experience as an Authorized Infinite Banking Practitioner, Richard works closely with families, business owners, and real estate investors, and in this episode, he talks about how to strategize how you can maximize the wealth that flows through your hands over a lifetime. Unlock the infinite potential of Infinite Banking and discover how it can pave the way to building generational wealth. In this episode, we discuss: How one book transformed his perspective on finances and set him on a new path. The concept of Infinite Banking Practical tips and strategies about Infinite Banking and financial control Important lessons he learned from Nelson Nash Connect with Richard Canfield: Linkedin: https://www.linkedin.com/in/richardcanfield Youtube: http://richardonyoutube.com/ Podcast: https://wealthwithoutbaystreet.com/ Website: https://www.ascendantfinancial.ca/richardcanfield/ Twitter: https://twitter.com/rcanfield1 Facebook: https://www.facebook.com/richard.canfield Books/Co-author: Canadians Guide to Wealth Building Without Risk, The Process of Becoming Your Own Banker Cash Follows The Leader, Uninterrupted Daily Growth with High Cash Value Life Insurance 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 Rich Fettke, a renowned author, real estate expert, and wealth mindset coach. With a deep-rooted passion for helping individuals grow their wealth, maximize their mental and physical capabilities and live more fulfilling lives, Rich brings a wealth of knowledge and experience to the table. As a co-founder of RealWealth®, a company that has empowered over 60,000 members to enhance their financial intelligence and acquire cash-flowing income properties, he has helped countless individuals gain financial freedom and live life on their own terms. With a background as a licensed real estate broker and an active investor, Rich's expertise in the realm of real estate is unparalleled. Throughout the episode, Rich emphasizes the significance of cultivating a wealth mindset for achieving extreme success. He shares strategies for overcoming limiting beliefs, shifting financial barriers, and harnessing the power of financial intelligence. By developing a proactive and abundance-focused mindset, individuals can unlock their full potential and create a life that they want. He also shared the importance of health and mindset and his holistic viewpoint of real wealth. He is a pioneer in the field of business and personal coaching. As one of the ICF's first Master Certified Coaches, Rich has played a vital role in advancing the coaching profession and empowering individuals to achieve their goals. Tune in to gain inspiration and practical strategies to elevate your financial intelligence and live life on your own terms. In this episode, we discuss: Rich's health scare that shifted him and his wife's perspective about wealth and financial preparation The creation of RealWealth® and how it has grown with thousands of members Strategies for shifting limiting beliefs and overcoming financial barriers The importance of continuous learning and personal growth Embracing a well-rounded and fulfilling lifestyle Connect with Rich Fettke: Linkedin: https://www.linkedin.com/in/fettke/ Website: https://realwealth.com/ Facebook: https://www.facebook.com/RealWealthNetwork/ Instagram: https://www.instagram.com/realwealthnetwork/ Youtube: https://www.youtube.com/user/realwealthnetwork Twitter: https://twitter.com/realwealthnet 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/

We are back with M.C. Laubscher, the President of Producers Wealth, a leading wealth creation firm. With clients across all 50 states, M.C. and his team specialize in implementing holistic wealth creation strategies. Their mission is clear - to assist producers and creators in building, safeguarding, and multiplying their wealth, regardless of the economic climate. You may already be familiar with M.C.'s highly acclaimed podcast, Cashflow Ninja, where he dives deep into the realms of business and investing. But that's not all! M.C. has recently launched a brand new podcast, Cashflow Investing Secrets, to provide even more value to his dedicated audience. M.C.'s purpose goes beyond just financial success. In this episode, he talks about challenging the conventional beliefs and misinformation surrounding money, saving, investing, wealth, and retirement. By breaking down societal belief systems, M.C. empowers the listeners to question the status quo and adopt new strategies that align with their goals. Join us in this captivating conversation as M.C. shares his wisdom and experience, unveiling strategies that can accelerate your path to financial freedom. It's time to take control of your legacy and live life on your own terms. Get ready to transform your financial future with M.C. Laubscher's revolutionary insights! In this episode, we discuss: His prevailing viewpoint on the current state of the economy The cash flow strategies he is implementing in the uncertain future Unprecedented amounts of capital pouring into life insurance policies Infinite banking concept as a continuous process Creating opportunities with the unpredictable economy Connect with M.C. Laubscher: Linkedin: https://www.linkedin.com/in/mclaubscher/ Website: https://cashflowninja.com/ Book: https://cashflowninja.com/21inches Youtube: https://www.youtube.com/c/cashflowninja Podcast: https://open.spotify.com/show/4BIw1hrO1N7JC6fjtTutdK Facebook: https://www.facebook.com/cashflowninja/ Instagram: https://www.instagram.com/thecashflowninja/?hl=en 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/

Peter Reese is the President of Reelvest Properties, a prominent land development and investment company. With nearly two decades of real estate experience as a broker and investor, Peter has successfully purchased and sold hundreds of pieces of real estate for a profit, both for himself and his clients. In 2022, his land flipping and development business generated an impressive revenue of $3.5 million, and he's pushing to achieve even greater heights with a target of $10 million in 2023. Peter's extensive experience in the real estate industry has solidified his reputation as an expert in the field. In this podcast, Peter shares how his curiosity to learn about land flipping turned out to be hugely profitable and eventually becoming a multi-million business. His track record of profitable transactions and deep understanding of the market make him a valuable resource for listeners seeking insights into successful land flipping strategies. Peter provides important insights into the world of land flipping as he defines the concept and delves into the strategies he has employed to achieve success in this area. He discusses a deeper understanding of the factors to consider when evaluating land for flipping and development, allowing them to make informed decisions in their own real estate ventures. With numerous profitable real estate transactions under his belt, uncover Peter's wealth strategies while finding the right balance for his health and family! In this episode, we discuss: Peter's background and how he started his company Reelvest Properties Definition and overview of land flipping as a real estate strategy. Insights into the strategies employed by him in successful land flipping endeavors. Factors to consider when evaluating land for flipping and development. Maintaining a balanced lifestyle: Family, business, & health Connect With Peter Reese: Business - https://reelvest.com/ Podcast - https://turningprofit.com/ Free Land Flipping Community - https://www.skool.com/turning-profit-land-flipping-8440?invite=48d283de3d724193a45f65a0f2cb946e Instagram - @turningprofitpete & @reesepeter YouTube - @turningprofit Twitter - @turningprofit TikTok - @turningprofitpete 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/

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/