Wealth Strategy Secrets of the Ultra Wealthy Podcast

Byron Elliott is a Founding Partner of 3 Pillars Law and the Chief Vision Officer of REI Keyholder Limited. He is an experienced attorney and business owner who has supported real estate syndicators through acquisition, due diligence, closing, entity formation and private equity offerings. As Chief Vision Officer of REI Keyholder, he provides direction on the investment strategy for the organization, delineates roles and responsibilities of team members, creates strategic partnerships, and interacts with public officials. The idea of syndication has been a hot topic in real estate for years. But what does it really mean? Byron dives deep into this subject and gives his insights on how syndication works! He explains how an investor must raise money for bigger projects if they want more exposure on the investment side of things - which will allow them to get involved early enough before prices go up even higher! Byron stresses the importance of really understanding how taxes work and being mindful about all of your capital sources. With tons of great questions, we wrapped our show with Byron! We're glad to have had him on the podcast as he provided us with in-depth information about real estate syndication strategies! In this episode we discuss: Details of syndication and its strategies. Key points of due diligence as an LP investor. Byron's personal wealth strategy and the lessons learned. Mr. Elliot's piece of advice on how to accelerate your wealth. Connect with Byron Elliott: https://www.3pillarslaw.com/ (Law Firm Link) https://reikeyholder.com/ (Real Estate Investment Company) https://www.facebook.com/TheLoftsatOrecchio/ (Current Historic Building Project) https://www.facebook.com/WestcliffeOutpost/ (Multi-use Project) 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/

Wes Barefoot is a passionate entrepreneur with extensive experience in franchising. Wes brings years of experience as both a franchisee, as well as working with Franchisors, where he's worked across a variety of operational, management and franchise development roles. With today's talk, you are going to learn everything that is needed for creating a successful franchise business. You will hear about how Wes found success in the franchising space and went on to help others with their own franchise ventures! Wes uncovers the world of franchising and walks through his journey - how he found ways to diversify his income. He enjoys consulting and helping entrepreneurs understand franchising models, pros and cons, as well as strategies to become successful. The world of franchising is vast, with many different options to choose from. Wes breaks down the best way for you to find your perfect franchise and guides where it makes sense to start out in this industry. If you are interested in creating a turn-key side hustle to generate more income to invest or you want to quit your corporate job and go all in, check out this episode! In this episode we discuss: What is a franchise model and how would you operate it? How can franchise ownership contribute to a comprehensive passive strategy. The structure of owning a franchise. Identifying exit plans and strategies. What it takes from a capital perspective to own a franchise. Wes' Wealthy Strategy practice that yielded him the best results. Connect with Wes Barefoot: Path To Freedom website: http://path2frdm.com Path To Freedom Podcast: https://path2frdm.podbean.com Spotify:https://open.spotify.com/show/2wBfhACa6fflSCnwvuMsWr?si=1c7d9c81d34940ec Apple: https://podcasts.apple.com/us/podcast/path-2-freedom/id1505372686 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/

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions! Brett is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust; to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate and gain freedom from feeling hostage! Brett's story is one of hard work, dedication and personal transformation. He discusses how he overcame the challenge to get where he is in life. He shares what it took in order to achieve this transformation, including opening up about some tough moments where things got really dark before turning them around with hard work and dedication! DST is a revolutionary way to sell your assets that will leave you feeling empowered and in charge. When Swarts talks about the DST process, he's not kidding - he explains how installment sales are coupled with business trust that are fused together to give a seller an opportunity to lend instead of selling directly. The true freedom that Brett had found is something to marvel at. He shares his insight on what true freedom is for him, not only financial but rather time and energy. His advice to every investor deserves attention because it's incredible! In this episode we discuss: What drove Brett to fall in love with real estate. What is DST, who does it work for and what are the benefits of it. What is 1031 exchange? Brett's philosophy on Wealth Strategy and what it means to him personally. Brett's incredible advice for every investor. Connect with Brett Swarts: https://www.facebook.com/capitalgainstaxsolutions/ https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA https://www.biggerpockets.com/users/BrettSwarts https://www.instagram.com/deferredsalestrust/ https://www.linkedin.com/in/brett-swarts/ https://twitter.com/1031option www.capitalgainstaxsolutions.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/

We had the distinct pleasure of having Hunter Thompson join us on this week's show. Hunter is a full-time real estate investor, and founder of Asym Capital. Since founding Asym, Hunter has helped more than 400 retail investors acquire over $150,000,000 of mobile home parks, self-storage, retail, office, ATM machines, and cryptocurrency assets. Hunter talks about how his investment thesis was formed in 2008 and his last straw moment that shifted his thinking from paper assets to real assets. We discuss living a life of abundance and the multi-dimensional nature of real assets. Hunter also shares his personal success story and how commercial real estate has exceeded other asset classes. He also goes into detail on what it takes for you to take back control of your own personal economy so that you can live with growth, abundance & inspiration! Hunter's eyes light up when he talks about the vision and purpose of his life that eventually led him towards starting an enterprise which teaches other entrepreneurs how they can achieve their goals and successfully raise capital! In this episode we discuss: Hunter's journey and how real estate started for him What's the motive behind Hunter's asset portfolio What does asymmetric risk mean in the world of investing The state of the current economy Hunter's piece of advice on how to accelerate your wealth strategy Another amazing episode for you to add to your library and take control of your personal economy! 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/

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/