Wealth Strategy Secrets of the Ultra Wealthy Podcast

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/ 

Jeff Huston is a business leader who understands the world of growing and protecting wealth. As a visionary, Jeff developed 3D Money with the investor in mind, drawing from his vast experience in the financial world. For 30 years, Jeff has owned and developed businesses, from insurance and financial services to raising money for REIT investments to leasing companies and note offerings. Jeff's story is one of passion, drive and innovation. He began his career in the insurance industry before moving on to financial services where he raised money for REIT investments among other things over 30 years ago - but it wasn't until 2002 that this day turned into something red-letter!  That year introduced him not only to alternative investments but also an entire new world with all its opportunities at every turn imaginable. Jeff uncovers how financial success started for him by being aware of the micro-economic terms around him.  This is one of the most informative episodes we have ever had! Jeff provides tons of information about investing strategically in alternative assets, along with a process that will help you get started today!    In this episode we discuss:  Jeff’s red letter day and how he transitioned from traditional financial planning to alternatives.  How alternative investments bypass wall street.  The awareness of micro-economic terms.  Jeff’s personal wealth strategy & portfolio allocations.  Jeff’s philosophy on leveraging whole life: infinite banking.  Jeff’s wealth strategy sentiment  Connect with Jeff Huston:  www.3dmoney.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/ 

Dedicated to developing others’ talents and skilled at puzzling out how the different parts of a person fit together, Julia Waller creates paths for people to grow and fully express who they are by connecting the dots  between their experiences, talents, and passions.  For more than two decades now, Julia has been having one-on-one Unique Ability meetings with Strategic Coach team members, helping them zero in on what they do best so they can be more productive, creative, and fulfilled. Julia has joined us on this incredible episode describing the evolutionary dynamic process of Unique Ability. She explains how we each have a hidden, unique ability that is generated through energy and passion. She teaches us what it means to find clarity in your mind so you can discover true freedom, productivity, creativity, and results. Julia uncovers her experience, skills, and passion for helping people maximize their special talents to achieve better results. “Looking behind the curtain and diving deep into people’s talents is a great honor,” Julia says, describing how Unique Ability has helped people align their lives and live in exponential growth! Don't miss this incredible opportunity to learn more from Julia Waller, and be ready to discover your unique recipe for being you! In this episode we discuss: 1. What is Unique Ability? How do you discover it? 2. What is the Kolbe test and how does it work? 3. Julia’s biggest insights on Unique Ability. 4. Julia’s personal development practice for better success. Connect with Julia 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/ 

Erik Cabral left corporate America after 20+ years. He jumped head first into real estate investing in order to achieve financial freedom. Educating himself, building networks, and analyzing hundreds of deals he purchased his first multi-family building in less than one year.  He’s a partner in the Renault Winery & Resort, which is the 2nd oldest winery in the US, offers private capital to his network of investors for various projects and looks for opportunities to expand and grow his network. Erik shares how it all started and his experience in branding, and marketing strategies as well as helping others leverage the power within the podcasting platform. As a family man, Erik has been able to see the importance of creating an environment where he can thrive. Due to his strong work ethic and focus on boundaries he was able to gain clarity and maximize productivity.  Erik stresses the importance of focus in order to achieve goals towards successful entrepreneurship while he prioritizes his family and supports their values!  Listen to this amazing episode for some great advice and motivation! In this episode we discuss:  How it all started for Erik Cabral.  What is Erik’s personal wealth strategy?  Erik’s personal vision statement.  Erik’s personal boundaries and structure.  Mr. Cabral’s advice for you to accelerate your wealth!  Connect with Erik Cabral:  www.erikcabral.co/guide   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/ 

Alix has been involved in real estate, construction and development for the last 20 years. He started his career in Colorado founding his own high-end construction company and grew it to be the largest and most successful firm in Southwest Colorado. Shortly after starting his own building company in 1999, Alix started investing in real estate with single family spec homes, single family rentals, commercial and multifamily rentals. Over the last 15 years, Alix has successfully completed several townhome, mixed-use and single-family developments! Alix has been an entrepreneur his entire life. He shares the principles of how he's built and managed multifamily properties, single-family homes as well as commercial buildings for over 20 years now with the goal of growing.  He has broad based experience and knowledge of multiple real estate asset classes and is focused full-time on growing his private equity real estate firm; Ashland Capital. He uncovers the benefits of investing in student housing asset classes and walks through the details of developing success in this opportunity. Alix concludes by giving out the wisest advice to our listeners by emphasizing the importance of measuring risks. Tune in to this episode and you'll be sure not to lose any secrets about investing with success!   In this episode we discuss:  Kogan’s background and how the real estate journey started for him.  The development of Ashland Capital and where it’s heading today.  The spike, demand and the details of the Student Housing Asset Class.  Alix’s perspective on the current market climate.  Alix’s personal & professional wealth strategy advice. Connect with Alix Kogan:  https://ashlandcapitalfund.com  alix@ashlandcapitalfund.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/