Wealth Strategy Secrets of the Ultra Wealthy Podcast

Scott Meyers and his affiliated companies focus on the acquisition, development, and syndication of self-storage facilities nationwide.  He currently owns and operates over 2,400,000 square feet and over 14,000 units nationwide.   His education organization, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage business. His various companies fund and build 4 - 6 houses each year in Mexico by taking his family, staff, and clients on an all-expense paid short-term mission trip.  Scott understands the importance of a balanced life and has successfully leveraged his knowledge in real estate to achieve time freedom while building wealth. He is an expert at outlining strategic visions that create multiple pathways for financial independence - allowing him to enjoy both professional success and quality family time. Scott reveals how investing in self-storage can be a sustainable, profitable venture even amidst today's tumultuous economic climate. He delves into the operational aspects of this investment and provides insight into gaining an edge over competitors. In this episode, Scott dives deep into an exciting realm of innovative business models. Don't miss out on the opportunity to expand your knowledge! In this episode, we discuss:  -How it all started for Scott.  -A walkthrough of Scott’s foundation and mission field.  -Scott’s vision and wealth strategy.  -Specifics on Self Storage and how it’s a sustainable investment.  -Scott’s experience on elevating your wealth trajectory.  Connect with Scott Meyers:  www.selfstorageinvesting.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/ 

With us today is Mike Zlotnik. Mike is known in real estate circles as “Big Mike” due to his stature, but more importantly, he is known for his personal integrity and for having a keen understanding of the financial aspects of successful real estate investing. Mike has a depth of expert knowledge in the Pandemic created investment opportunities in real estate; what’s “hot” and what’s “cold” and where things are trending now. Mike knows that the future can be unpredictable, so he recommends taking extra precautions. He isn't just looking at potential gains - Mike is proactively stress testing his investments to make sure they'll stand strong even in a recession! It goes to show you how being prepared makes all the difference when it comes down to investing. Mike is a firm believer that real estate investments are far more reliable than the ebbs and flows of equity markets. He prefers to put his money into private properties, where he can be sure of a steady return.   This episode has Mike Zlotnik spilling the beans on how to make real estate investing a financial success - don't miss out! In this episode we discuss:  Mike’s background, journey and story.  The most important thing investors should be thinking about in 2023.  What real estate options do you have with these rates? The future of real estate and where it’s heading.  Mike’s piece of advice to accelerate his wealth trajectory.  Connect with Mike Zlotnik:  www.bigmikefund.com mike@tempofunding.com www.bigmikefund.com 917.806.5029 (text) www.facebook/TFmanagementgroup www.youtube/TF Management Group, LLC 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/ 

One of the most genuine, positive, and enthusiastic people you’ll ever meet, Shannon loves nothing more than seeing people become better, happier, more successful versions of themselves and facilitating the honest, practical conversations that help them get there.  Since joining Strategic Coach in 1991 as both a team member and participant, Shannon has helped grow the business beyond what founders Dan Sullivan and Babs Smith ever imagined possible, far surpassing the initial goal of reaching 500 clients. She’s the creator of The Strategic Coach.  Shannon showed us how to make a huge difference in our lives by harnessing the power of collaboration. Forget about trying to go it alone - Shannon helps you break free from that 'I can do better myself' mentality and level up with teamwork!  She also delivers a reminder that life is about focusing on the things you're naturally good at and giving it your all. Find what energizes you instead of draining you in order to make work enjoyable! Rewire yourself, know yourself, and watch how many improvements you can make. In this episode, we discuss:  -Shannon’s story and how she started The Strategic Coach.  -Shifting your mind to ‘teamwork’.  -Identifying and doubling your strengths.  -Shannon’s piece of advice on how to make personal progress.  Connect with Shannon Waller:  www.strategiccoach.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/ 

Gary Wilson’s purpose in life is to guide you to wealth and income with real estate. He is an investor, realtor, and a coach teaching how to buy freedom from renting, flipping, and wholesaling real estate.  Founded Global Investor Agent, an environment where investors collaborate with agents making high profitable income achievable. He is happy to share with you how to find the money in places where it may be hiding in plain sight.  Gary's an ace in the game of economics. He swears by firm ratios as a key way to remain financially stable, even during a recession! His golden rule? Don't owe more than two-thirds of what you own - it pays off when times get tough. Mr. Wilson believes that the key to success is having a portfolio as diverse and unique as you are. Taking a holistic view, he armed his national team of agents with the knowledge needed to identify small multifamily investment properties that can bolster any investor’s bottom line. Don't let this chance to listen in on Gary's podcast slip away! Tune in now and get a front row seat to hear the amazing wisdom that he has to share. In this episode we discuss:  How Gary got into the real estate space. Keeping ideal ratios during a recession.    Gary’s personal wealth strategy and what his vision is.  How Gary trains his agents and his national team works.  Gary’s piece of advice to accelerate their wealth strategy.  Connect with Gary Wilson:  www.globalinvestoragent.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/ 

Justin Breen is Founder/CEO of the global PR firm BrEpic and exclusive connectivity platform BrEpic Network. The purpose of his life is to be a connecting superhero for every visionary, abundance, investment-mindset entrepreneur who shares their stories with the world.  Justin Breen is an active member of Strategic Coach 10x and Abundance 360 Summit. Dr. Peter Diamandis wrote the foreword for Justin's latest book, Epic Life, which made the Wall Street Journal/USA Today Bestseller Lists. In this episode, Justin Breen uncovers the art of unlocking your potential by focusing on what you do best. He explains how developing a mindset centered around "endless abundance" can help tap into hidden power and ultimately boost success.  Despite hardships, those with the greatest challenges often possess remarkable strength and resilience. It's not always about having financial resources; true wealth lies in our perception of ourselves – achieving success both internally and externally. According to Justin, one's biggest investments should take place within their own home: nurturing relationships with family members is key! Want to broaden your perspective? Then tune in to Justin's episode - he imparts thought-provoking wisdom that will challenge and stimulate the mind. This is one podcast you won't want to miss! In this episode we discuss:  Justin’s background and his father’s influence.  How has Unique Ability changed Justin’s life.  Justin’s abundance mindset and how it affects his lifestyle.  Justin’s biggest goal for 2023.  Connect with Justin Breen:  Wall Street Journal-USA Today Best-Selling Book "Epic Life" -https://lnkd.in/gKb5Reff  Do you have Visionary, Abundance, Investment Mindset? -https://www.kys.coach/96382a667b443f0e  BrEpic Network Launch Party - https://lnkd.in/eu_SyeXN  Interview with Strategic Coach Founder Dan Sullivan -https://apple.co/3bktbcL  Interview with Abundance 360 Founder Peter Diamandis -https://lnkd.in/edg7yVu  Interview with Shannon Waller's Team Success on BrEpic Network collaboration with Mark Fujiwara - https://lnkd.in/dEJfMD2p  Interview with Dave Will for Entrepreneurs' Organization EO 360 podcast -https://entrepreneursorg.libsyn.com/justin-breen  Best-Selling Book "Epic Business" -https://www.amazon.com/dp/1734851007  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/ 

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella.  Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients.     After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and transitioning them to digital platforms, Steven followed his passion to help families and companies thrive by becoming an expert in all areas of life insurance and advanced planning. In this episode, Steven shares the importance of being open-minded when it comes to financial advice and inviting different perspectives into your life - this way you can learn from their experiences while still maintaining control of your own journey.  Steven explains the advantages of premium finance life insurance, a revolutionary way to save on costs while still benefiting from financial security. He dives into its fundamentals and potential rewards - making it an attractive option for those wanting reliable coverage without breaking the bank! Get ready to learn the secrets of creating a secure future with this episode! Hear Steven's cutting-edge advice on how to use life insurance as an effective tool for building financial independence. Don't miss out on his invaluable insights - tune in now! In this episode we discuss:  Steven’s background and what drove him to this destination.  Top mistakes entrepreneurs are making.   Steven’s life insurance techniques and the benefits.  The process of setting up a life insurance policy.  Steven’s ultimate piece of advice to protect your wealth.  Connect with Steven Bowles:  steven@catalystadvisory.io  www.catalystadvisory.io  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/ 

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/