Wealth Strategy Secrets of the Ultra Wealthy Podcast

We wrapped up another amazing episode with Chad Sutton! Chad is an "old soul" and a genuine "family man", passionate about building a quality lifestyle and quality communities for residents! He is also one of the five managing partners at Quattro Capital.  In this show, Chad Sutton dives deep and explains how Americans need to invest better and avoid common mistakes. He shares ways to invest smart and accelerate the multiplication of your money, quicker than your perceived safe way!  Get you FREE copy of the book here: https://holisticwealthstrategy.com/  He later spills his three secret components to becoming a millionaire and diversifying the income stream. This episode is packed with great information for anyone looking to improve their financial situation.  In this episode we discuss:  How Chad transitioned from NASA engineering to real estate  Current investment mistakes that Americans encounter How to diversify your income stream  Chad’s 3 components of wealth strategy  Chad’s advice is straightforward and actionable. If you're looking to take control of your finances, this episode is a great place to start!  Connect with Chad: thequattroway.com/chad-sutton   Infinite Banking with Pantheon: pantheoninvest.com/banking   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  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/pantheon-invest  Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   

Dave’s personal coach joins our podcast today! With his background in manufacturing and chemical engineering, Gary Mottershead believes it’s important for specialists to consider themselves entrepreneurs first. Gary founded GCP Industrial Products and today has become a forward-thinking, digital-first inspired industry leader. He has been a Strategic Coach client for over 30 years and associate coach for over 25!  Gary shares his insights into the world of entrepreneurship, he gives us a message on how we need to focus on our strengths and use them as a key component in seizing opportunities, “When we work on our weaknesses, we will have strong weaknesses”, Gary shares, emphasizing the importance of moving up by achievement.  Later Gary unfolds the concept of 4 Freedoms! He discusses how these 4 key points can take you where you can make a difference as an entrepreneur and achieve excellence that is driven with purpose and passion!    In this episode we discuss:  Gary’s journey to entrepreneurship and where it all began.  The format of DOS and its powerful dimensions.  What unique ability is and how you can leverage it.  Gary’s philosophy on a Holistic Wealth Strategy.  The concept of 4 Freedoms.  Join Gary for this episode and find out how your entrepreneurial life can be turned around!   Connect with Gary Mottershead:  https://www.gcpindustrial.com https://www.gcpindustrial.com/podcasts/ https://www.linkedin.com/company/gcp-industrial-products/ https://www.facebook.com/gcpindustrial/      Kolbe Test to Determine Unique Ability: www.kolbe.com  Unique Ability Book from Strategic Coach: https://www.amazon.com/Unique-Ability®-2-0-Discovery-Define/dp/1897239416/ref=sr_1_1?crid=T5CT9C0IZPUT&keywords=unique+ability+2.0&qid=1647535626&sprefix=unique+ability%2Caps%2C84&sr=8-1   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-s... Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/pant... Youtube: https://www.youtube.com/channel/UC8Es... Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/   

For over a decade, Sam Prentice has worked exclusively with high net worth entrepreneurs, immersing himself in the world of finance and wealth management. He has a vast and deep knowledge of how to architect wealth strategies for the ultra wealthy.     Today, we had an awesome time talking with Sam about ways to create an alternative wealth strategy like the ultra wealthy.  This is definitely not your average financial advisor approach and you will see why using this approach can exponentially create freedom, security, and abundance in your life.  Sam shares his thoughts on what is not working in today’s financial world and emphasizes how important it is to define what success looks like and to relentlessly  execute that plan.  Sam shares the psychology behind wealth and provides clarity on creating the right mindset about money and explains the importance of having a framework around building and sustaining your wealth.  In this episode we cover:  The core beliefs of financial freedom  How to build real wealth in a practical way The structural principles of how money works  The problems with a lack of transparency What is actually happening in the financial world: Understanding & Perception  Don’t miss out on these powerful insights and fuel your financial knowledge with Sam Prentice!   Connect with us  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  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/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/ 

Through his vision and leadership, Ellis Hammond has led Symphony Capital Group to a milestone of more than eighty-seven million dollars in real estate investments. Ellis is also the founder behind Kingdom REI - a coaching community for faith driven investors that helps them multiply their portfolios with joint ventures or collaborations through mentorship programs on how they can do it all themselves without any financial help from others! With a plethora of different opportunities available to you, the real question is not about which one will give your money more security; “real estate was not the game but it was the starting point”, shares Ellis, describing how the biggest wealth is having options and the ability to choose far beyond capital. In this episode today, we discuss:  Ellis’ background and how he was inspired from a faith calling to investing  How the industry has changed and how to stay in the real estate game  What is the biggest wealth strategy for Ellis  What are the fundamentals of wealth management and Ellis’ steps to multiply capital Join Ellis in this episode and learn about the fundamentals of wealth creation in four simple steps that will help you stream your income and multiply your capital. Don’t miss out on his thoughts about what’s to come for investors and how to thrive in the current market!    Connect with us  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  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/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/ 

We were fortunate enough to speak with Josh McCallen on this episode. Josh is the Co-founder of Accountable Equity as well as host for the top rated podcast, Capital Hacking.  Josh opens up about his personal life and journey to entrepreneurial success, he talks about how being busy with 10 children has not stopped him from being aligned with purpose. Josh speaks of the many private equity options available, and how investing in resorts can be a joy on an entirely different level. He goes on to describe how he had a change of mind and started thinking differently to build assets and get non taxable cash flow. “Depreciation is like magic” Josh quotes, explaining the IRS’ allowance to offset your passive income.  Invest your time and listen to some really valuable insights from Josh McCallen that will take your investment to a whole new level.   Connect with us  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  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/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/ 

From the hospitality industry to alternative investments, Rob Overstreet shares his story of jumping into the world of multi-family properties!  In this episode, Rob shares the key components of underwriting. He explains how this process is not just about knowing what type or model you want - it's also crucial that you take your time and explore all options before determining your investment.  Wealth is never an accident. It's always the result of careful planning, consistent hard work and good decisions that are geared towards your future goals! Rob speaks of the three key points during underwriting: rent growth, cap rate, and making sure you have well-capitalized real estate deals in place for stability.  With a philosophy on wealth strategy like Rob's, you'll be sure to accelerate your progress in investing and life! Listen now and increase your financial IQ on how due diligence on underwriting can mitigate your risk.   Connect with us  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  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/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/ 

Today we are joined by MC Laubscher as we delve into another wealth strategy secret of the ultra-wealthy, the Infinite Banking concept.  This strategy is extremely powerful and can become a cornerstone to your wealth strategy. Join us as MC shares his personal investing strategy of how investors and business owners can create, recover, warehouse and multiply cash flow through advanced strategies including infinite banking.  “What’s not working in America today is typical financial planning advice, 401k’s and other qualified plans” says MC. MC further points out that Infinite Banking is a comprehensive approach that has a multiplier effect in: Gaining back control of your financial future Creating a tax free income stream for retirement Creating a liquidity vehicle that can be accessed for virtually anything Amplifying your real estate investment returns  Providing asset protection for your family Avoiding taxes & probate when transferring your wealth to your heirs If you are interested in learning more about how this Infinite Banking Strategy can be incorporated into your wealth strategy please visit: www.pantheoninvest.com/banking Connect with us: 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  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/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/ 

I recently had the opportunity to interview Kris Bennett on the Wealth Strategy Secrets of the Ultra Wealthy Podcast! In this episode, Kris shares his transition from ministry to real estate investments and private equity. He emphasizes the benefits of investing in self storage and real estate assets that can be non-correlated to the stock market and therefore provide recession resistance. Kris also explains his wealth building journey and how to take practical steps to live a life of abundance and balance. We also dive into why now is the time to invest in the self storage asset class and how the outlook for 2022 and beyond is extremely strong.    Connect with us: 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  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/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/ 

Today we are joined by, Omar Khan who dives into his journey to entrepreneurship and his success in the real estate industry. Omar shares his financial plans and goals and how they are focused on creating a lifestyle of freedom. He also points out why he favors real estate development opportunities and how they differ from traditional value add deals. Omar says, “What is financial freedom? It's different for everyone, but it usually means having enough money so that you can live your life and purpose without worrying about how much more debt there might be or if today will finally be the day where everything falls apart. And while many people pursue this dream through traditional routes like working hard at a job and saving up some cash before heading out into society to start living large (or even just getting by), others find themselves with unique paths towards self-reliance--whether they've chosen minimalist lifestyles or something greater.”   Connect with us: 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  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/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/ 

Today we are joined by Dale Walls who shares his journey going from a rough childhood upbringing to the Marine Corps to building a 200 person IT Services business to today running the Lion's Guide. Dale's core success philosophy consists of establishing clarity, having courage and leading the way. Having the knowledge that you need to enact your vision and always seeking truth. The more clarity you establish, the more your confidence grows, and confidence leads to courage, courage leads to action. You've got to take ownership and go lead the way to that vision. Learn more of Dale’s rock-solid insights and strategies in this episode.   Connect with us: 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  Twitter: https://twitter.com/Pantheon_Invest   LinkedIn: https://www.linkedin.com/company/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/