Wealth Strategy Secrets of the Ultra Wealthy Podcast

As both a residential and commercial real estate investor, Dave Seymour has become one of the most recognizable experts in his field.   His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations including CBS, ABC, CNBC, FOX News, and CNN. The New York Times reported that Dave Seymour’s series ‘Flipping Boston’ posted the highest ratings ever for the A&E network at the time of airing.   Dave has been sought after as a ‘tell it like it is’ mentor and motivator in the real estate world with a track record of unmatched success everywhere he reaches.   Dave Seymour has been investing in multifamily properties for years now, but he really started taking it seriously after attending seminars and following the advice of those who knew what they were talking about.    The first step is always education; without that there's no results-driven strategy. To make sure you're learning from both successes as well as mistakes, Dave suggests being willing to ask uncomfortable questions to educate and not speculate.     Stay tuned as Dave Seymour will share his multifamily investing expertise with you in this informative and entertaining episode!    In this episode we discuss:  Dave Seymour’s background and how he started.  Dave’s aspiration and advice for wealth creation.  Dave’s analysis on the benefits of investing in multifamily.  Dave’s philosophy to accelerate your wealth strategy.  Connect with Dave Seymour: Website: https://www.freedomventure.com/  Call: 781-922-4418 Twitter - https://twitter.com/daveseymour343?lang=en LinkedIn - https://www.linkedin.com/in/daveseymour343/ Facebook - https://www.facebook.com/DaveSeymourLive Fan Page - https://www.facebook.com/yourflippingguy Instagram - https://www.instagram.com/daveseymour343/?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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Eric Rice is the Chief Growth Officer of King Operating Corporation. He started his business career in Chicago in wealth management for high-net-worth clients before spending almost 2 decades building his own businesses.    Along the way, he worked with founders across multiple sectors to create profitable, enduring enterprises, demonstrating a keen eye for the nuances of markets and corresponding growth opportunities. His real-world market experience has made him a sought-after partner for entrepreneurs and investors around the globe.    In this episode, Eric is loaded with information about the current climate and what our nation is going through. The Fed is raising rates during a recession, which we are currently in. This has never happened before and it is uncommon. Eric educates by sharing top key points of handling the current crisis, and guides on how to embrace during a depression.    Eric has an extensive background in the precious metals industry. He speaks about how to invest wisely and profitably by investing in gold, silver, and oil & gas funds with no better commodity and certainty.  You won't want to miss out on this educational episode and tons of things that you can learn from Eric during these economically challenging times!   In this episode we discuss:  Eric’s background and his valuable learning experience.  Eric’s perspective about today’s time and the geopolitical risks.  The importance of investing Gold, Silver, and Oil & Gas.  Portfolio allocations for the current climate.    Connect with Eric Rice:  eric@kingoperating.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/ 

Dr. Sam Pappas is an Internal Medicine physician specializing in the fields of Personalized Medicine and Integrative Health and Wellness. He has over 25 years of experience and has practiced in a variety of diverse positions in both academic health centers and private practice.   Dr. Pappas has received many recognitions and has been called “the Dr. Oz of Arlington”. He is passionate about helping change the paradigm of disease-based medicine to one that emphasizes systems medicine, root causes, biochemical individuality, is patient-centered, and uses primarily lifestyle medicine to achieve optimal health and function.   Your health is a precious resource. You have the power to make it yours and use technology as an ally in this journey. Dr. Pappas first focuses on understanding who you are - stress levels, hormones, and root causes that can determine where you are in your health today.   Dr. Pappas also emphasizes the importance of understanding your values and priorities which will determine how successful it is for you to live a healthy lifestyle. He uncovers the framework for wellness and shares key points, tips, and supplements for a journey full of health.    This episode is so insightful, one to keep in your books. Listen now and take notes!   In this episode we discuss:  Dr. Pappas’ journey and unique philosophy.  Understanding Integrative Medicine  The Concept of ‘Corporate Athlete’  Dr. Pappas’ framework for wellness and key points to work on.  Biohacking tips and supplements.    Connect with Dr. Pappas: https://pappashealth.com https://www.linkedin.com/in/sam-pappas-m-d-a3a8a93a/  https://twitter.com/DrSamPappas  https://theleadersworkout.com  https://www.linkedin.com/company/theleadersworkout/?originalSubdomain=np    Resources: https://www.profilesinsuccess.com/profile/sam-pappas  https://us12.campaign-archive.com/?u=44f97ac0cf542c9ad21eeff3c&id=afe194cad6  http://pappashealth.com/wp-content/uploads/2022/10/The-Importance-of-Supplements.pdf  https://mailchi.mp/pappashealth.com/the-importance-of-blood-work  https://us12.campaign-archive.com/?u=44f97ac0cf542c9ad21eeff3c&id=9d91d8d6f7  http://pappashealth.com/wp-content/uploads/2021/07/Top-Ten-Labs.pdf  https://drhyman.com/downloads/MSQ_Fillable.pdf  https://pappashealth.com/covidactionplan/    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/ 

Andrew Campbell is a native Austinite and Managing Partner at Wildhorn. He is a real estate entrepreneur who first broke into the business in 2008 as a passive investor. In 2010 he transitioned into active investing and management of a personal portfolio that grew to 76 units across Austin and San Antonio.    He earned his stripes building and managing his personal portfolio before founding Wildhorn Capital and focusing on larger multifamily buildings. At Wildhorn, he is focused on Acquisitions and maintaining Investor Relations, utilizing his marketing and communications background to build long-term relationships.   Andrew shares how the multifamily industry is on fire, and it's no surprise why. With rising rents throughout the country there are more opportunities than ever before for those looking to invest in this space wisely- apartment buildings don't just give you returns but they also protect your assets from inflation.    Mr. Campbell also shares his philosophy -  to do more alternative deals and get better investment results. Whether it's investing in different assets or finding investment opportunities - taking action is the best way to learn.    Don’t miss out on this episode with Andrew, to also learn how Wilhorn values equity and fairness so that everyone has an opportunity at living their best life!    In this episode we discuss:  Andrew’s background and how he got into real estate.  Why choose a team like Wildhorn?  Is Multifamily a good option during the current market?  What is “safe” in multifamily investing?  The forecasts of 2023.  Andrew’s piece of advice on accelerating your wealth journey.    Connect with Andrew Campbell:  https://wildhorncap.com  andrew@wilhorncap.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 the founder and CEO of King Operating Corporation, Jay Young drives strategy and vision for the Leadership team, with oversight over operations and client relations. An oil man at the core, Jay has been in the oil and gas industry for almost 30 years and his family has been in the business for over 100 years.   ‍In addition to his duties at King, Jay hosts the podcast the Jay Young Show,  and is a Forbes Books author of “The Upside of Oil and Gas Investing”, wherein he breaks down the story and strategy behind the King investment model.   From a thousand wrong ways of investing in oil and gas, Jay speaks about his book that guides you to the ultimate way of investing. “The quality of your questions can determine the quality results.” emphasizes Jay; to structure your investment and create wealth the right way.    Jay also speaks about how King Operating is different from any other investment. He shares his perspective on the incredible opportunity for investors to join the second Oil & Gas Fund 2 that will be launched in October, the tax benefits investors should take advantage of, and how they can diversify their commodity and why now is the time to be invested in energy.    Make sure to dive into this episode if you are looking to learn more about our upcoming investment opportunity and the specifics of the oil & gas funds! In this episode we discuss: How did Jay get into the Oil industry? What did the 30 years encounter? Jay’s personal wealth strategy. What do the oil and gas assets consist of? How is King Operating Fund different? What are the biggest risks in Oil & Gas investment? Upcoming OG Fund 2 Highlights Jay’s advice on how to accelerate your wealth journey.    Connect with Jay Young:  www.kingoperating.com  www.upsideog.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/ 

Billy Keels runs First Generation Capital Partners, is originally from Columbus, Ohio and has an extensive career in the tech industry and currently lives offshore in Spain.    Billy was a successful tech sales executive that was following traditional financial planning advice by investing in his 401k and the stock market.  He did not have the time nor understood that there was a better way to intelligently invest his high income in an alternative approach. Then, through a series of events Billy made a decision to challenge himself to learn everything he could about all things money and investing.    His  mission  was  to  turn  his  high  wages  into  financial freedom. Eight years later, Billy achieved and created a monthly passive income that met all of his expenses. Now, Billy’s mission is to guide you to your own freedom!   When Billy realized that saving was actually investing, his life changed. Not only did he have more financial freedom but also a newfound sense of independence and self-control in all aspects that mattered both personally as well as professionally.    “Cashflow is the bloodstream for the body”, shares Billy and stresses how tax benefits work to keep more revenue for yourself and create financial freedom.   Make sure you don't miss this opportunity to hear an amazing episode with Billy Keels, he will walk you through the process of creating your financial freedom in this episode!    In this episode we discuss:  Billy’s background and how it all started for him.  Billy’s business today and how it has prospered.  How financial freedom changed Billy’s life.  Billy’s personal wealth strategy. The biggest risk in investing.    Connect with Billy Keels:  https://www.firstgencp.com https://www.firstgencp.com/invest https://www.linkedin.com/in/billykeels/ https://www.linkedin.com/company/fgcp/ https://www.linkedin.com/company/the-going-long-podcast/ https://www.instagram.com/billykeels/ https://twitter.com/billykeels https://www.youtube.com/c/KeePonCas   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/ 

Ted Lanzaro is a highly recognized and respected Certified Public Accountant, real estate investor and real estate broker. He is the founder of Landmark CPA Group, a boutique CPA firm specializing in accounting and taxation for the real estate industry.    For the past 31 years, he has helped thousands of real estate business owners, entrepreneurs and investors all over the United States implement cutting edge tax strategies that save them thousands of dollars annually on their taxes.   Ted runs the Lanzaro Commercial Investment Group which does investment acquisition and disposition for real estate investors and private equity firms as well as his personal investments and syndications.    Today he shares with us how it is important to put tax strategies in place within the year and safeguard it because planning is where all the tax benefits and wealth comes from!    Listen now to Ted’s incredible discussion and take notes of his top tax strategy secrets!   In this episode we discuss: Ted’s background, and how it started for him. The structure of Bonus Depreciation.  Top Tax Recommendations and Opportunity Zones.  Ted’s Top 3 Tax Strategies    Connect with Ted Lazaro:  www.landmarkcpagroup.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/ 

RJ Burr, is a third generation producer of American oil. Born into the industry, Mr. Burr was at his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, RJ funded his first partnership and never looked back.    RJ is the Sr. VP Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr. Burr’s companies have raised and deployed over $300 million in upstream development and have partnered with some of the largest oil and gas companies, namely Shell, BP, and Marathon, to develop several million barrels in reserves.   In this episode, RJ Burr shares how oil is a necessary component of our society and must be preserved for future generations. He also covers how drilling programs provide significant tax benefits while providing access to key raw materials, making them an attractive investment opportunity!    Oil is an integral part of our society and will be for the foreseeable future. “When you restrict a country’s energy, you restrict their growth” RJ shares, emphasizing the importance of oil & gas production and the benefits of investing in a drilling program.   Don’t miss out on this great episode with RJ Burr to discover more about the current situation on oil and gas and its fundamentals.    In this episode we discuss:  How it all started for RJ Burr.  The history of the oil and gas industry and where it is today.  How RJ articulates the current supply and demand imbalancement.    Where does RJ foresee oil and gas prices heading? Single biggest recommendation to get into the oil and gas industry.    Connect with RJ Burr:  www.panex.us/learn    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/ 

In this episode, Dave Wolcott, CEO of Pantheon Investments is a guest on the Cash Flow Connections Podcast. He chats with Tyler Lyons about his experiences as an investor and how he provides cash flow and diversification from all kinds of markets.     Dave also shares his expertise in the financial world and discusses how he is able to help investors achieve their goals by developing alternative wealth strategies. Mr. Wolcott shares the key pillars to creating holistic wealth strategies that every investor needs to know and the 3 wealth killers you need to be cautious of!     Dave’s mission is to help investors achieve their financial freedom through investing in tangible real estate assets that provide cash flow, low risk, diversification from the stock market, tax efficiency, and attractive returns.    Don’t miss out on this amazing episode to learn more about Dave Wolcott, his legacy wealth creation, and your next investment opportunity to offset your income!    In this episode we discuss:  What the key pillars are to creating a holistic wealth creation strategy. What the “three wealth killers” are that investors need to be aware of in their wealth creation journey. Why “infinite banking” is a key piece of infrastructure for legacy wealth creation. The niche investment that passive investors can use to offset active income.   Cashflow Connections Podcast:  https://asymcapital.com/podcast-post/e504-tt-holistic-strategies-for-creating-wealth/   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/ 

Yonah Weiss is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving hundreds of millions of dollars on taxes through cost segregation.   Yonah has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and host of the top podcast Weiss Advice!   Are you looking for significant tax deductions? Yonah shares how you can break down a property from an engineering perspective and maximize your write offs!   He shares how depreciation is an important part of the cost-segregation process, and it's not a bad thing at all! It allows you to value your assets and calculate how much they will be worth at certain points in time, which can help with financial decisions down the road.    The more information you have about your tax deductions the easier it will be to make informed investment decisions. If you're looking to take a big deduction on your taxes, this is the episode for you!    In this episode we discuss:  Background, journey, and how Yonah got to real estate.  What is a cost-segregation study and how does it work?  How to accelerate bonus depreciations and the rules around it.  How does depreciation recapture work?  Yonah’s piece of advice to accelerate your wealth journey.    Connect with Yonah Weiss:  https://www.yonahweiss.com/ https://www.instagram.com/yonahweiss/ https://www.linkedin.com/in/cost-segregation-yonah-weiss/   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/