Wealth Strategy Secrets of the Ultra Wealthy Podcast

Welcome to the launch of Wealth Strategy Deep Dives, a new solo series where I break down powerful wealth-building concepts into quick, actionable insights. In this first episode, I revisit the Holistic Wealth Strategy—your roadmap to building tax-free wealth and living an optimized life. We’ll cover how to create a long-term vision, why you are your greatest asset, and how strategies like infinite banking, alternative investing, and smart asset repositioning can fuel your financial freedom. I also highlight passive income strategies and the importance of intentional wealth planning that goes far beyond traditional investing. Download your free copy of the book: www.holisticwealthstrategy.com Watch the episode with visuals:  Pantheon Invest YouTube Let’s take your wealth strategy to the next level.

In today's episode, we have the privilege of sitting down with Dr. Tracy Gapin, a distinguished health optimization expert and the founder of the Gapin Institute. Dr. Gapin has transitioned from his role as a board-certified urologist to become a leading figure revolutionizing modern healthcare through precision medicine and performance-driven health. His groundbreaking work focuses on utilizing a data-driven, proactive approach to healthcare that uncovers hidden health risks before they become critical issues. Throughout this enlightening episode, Dr. Gapin delves into the current shortcomings of traditional medicine, which often relies on a reactive approach, leaving individuals stuck in a cycle of treating symptoms rather than optimizing health. He shares his journey of transformation from traditional healthcare to embracing precision medicine techniques, where individualized data is at the forefront of enhancing health outcomes. Dr. Gapin and Dave engage in a compelling discussion on a variety of health-related topics that are crucial for not just maintaining but enhancing one’s quality of life. They discuss the significance of understanding the true impact of hormones, inflammation, and gut health, and how these factors influence overall well-being and longevity.   In this episode, we discuss: The limitations of traditional reactive medicine versus the proactive nature of precision health. The holistic approach to optimizing health through understanding hormones, inflammation, and gut health. Identifying and addressing blind spots that can affect performance and lifespan. Actionable strategies for enhancing energy, clarity, and resilience. Click here to learn more: https://pantheoninvest.com/episode167

We have a truly inspiring episode lined up today as we welcome back an exceptional guest, Whitney Sewell. Whitney is not just a real estate powerhouse but a beacon of philanthropy and family values. As the founder of LifeBridge Capital, Whitney's journey from military service through law enforcement to becoming a real estate syndicator is nothing less than extraordinary. Whitney's story is strongly tied to his mission of helping families adopt children, underscored by the creation of the Omna Foundation. After adopting five children himself, Whitney shares how his family-first approach has shaped his personal and professional life. His journey illustrates the vital mindset shifts and strategic actions that led to his financial freedom, all while prioritizing mission and meaning. In this compelling episode, Whitney offers a deep dive into the challenges and transformations of the past 24 months in the real estate market. Moreover, he shares his insights on leadership and the crucial role of intentional time with family. We explore the concept of true wealth and how to achieve it in ways that resonate beyond financial gains. This episode is a must-listen for anyone looking to harmonize their financial goals with personal fulfillment and family legacy. In this episode, we discuss: Whitney's inspiring journey from military and law enforcement to real estate success. The role of family and mission in shaping business decisions and financial strategies. Navigating the challenging real estate market of the past two years. The importance of leadership and intentional time for family legacy and true wealth. Click here to learn more: https://pantheoninvest.com/episode166

Today, we're thrilled to welcome an exceptional guest, Michael Bernoff. Michael is a master of human communication and NLP, renowned for unlocking human potential. As the founder of the Human Communications Institute and the bestselling author of "Average Sucks," Michael has dedicated over two decades to transforming leaders and entrepreneurs, guiding them to reprogram their mindset and optimize their language skills for heightened success. In this engaging episode, Michael elucidates the hidden power of language and its profound impact on shaping our reality. Michael embarks on a journey through his personal and professional experiences, from embracing his potential in Scottsdale, Arizona, to influencing elite athletes and top industry leaders worldwide. He shares how understanding human communication can propel one past limitations and open doors to endless opportunities. This episode is more than just a conversation; it's a toolkit for breaking free from the self-imposed barriers that often confine us. Michael’s insights aren't confined to theoretical paradigms; they are practical strategies designed to help listeners take control of their lives and businesses. In this episode, we discuss: The transformative power of language in achieving desired results. Uncovering and overcoming self-imposed limitations. The four critical areas driving personal and professional success. Strategies to build enduring habits and foster genuine growth. Click here to learn more: https://pantheoninvest.com/episode165

Today, we're excited to welcome Lisa Smith, a trailblazing financial educator and entrepreneur, to the Wealth Strategy Secrets of the Ultra Wealthy podcast. With an inspiring journey that took her from financial novice to a successful investor, Lisa's story exemplifies the power of strategic investing and mindset shifts. By the age of 45, Lisa achieved financial independence and chose to dedicate herself to empowering others to transform their financial futures. In this illuminating episode, Lisa delves into her unique strategy, "Nibble Bite Gorge," which involves buying more as the market declines, thereby capitalizing on market recoveries. Her forward-thinking approach is built on the belief that the market will likely be higher in the long term, allowing her to amass substantial wealth over time. Lisa also emphasizes the critical role of mindset in wealth creation. She shares insights on how shifting one's perception of money from a source of stress to an exciting game can drastically alter financial trajectories and facilitate the achievement of financial independence much sooner than traditionally anticipated. Host Dave Wolcott and Lisa also explore the systemic lack of financial education that leaves many people unprepared for wealth building. Together, they unpack actionable strategies that entrepreneurs can use to take control of their financial futures, including practical steps for managing cash flow and adapting to market volatility. In this episode, we discuss: Lisa's "Nibble Bite Gorge" investing strategy. The transformative power of mindset in financial success. Overcoming systemic gaps in financial education. Practical wealth-building strategies for entrepreneurs. Click here to learn more: https://pantheoninvest.com/episode164

Today, we have the privilege of welcoming a trailblazer in the fields of entrepreneurship, private equity, and real estate, Dr. Hesham Baky. Dr. Baky, a multifaceted professional with a background in engineering and dentistry, has ventured into the world of professional investing and fund management, crafting a remarkable path to success. As the mastermind behind a rapidly growing dental business, he shares how strategic thinking, timing, and calculated risk-taking played a pivotal role in his journey. In this insightful episode, Dr. Baky delves into his extraordinary transition from engineering and dentistry to becoming a leading figure in private equity and real estate investing. He emphasizes the significance of medical real estate as a robust wealth-building strategy and sheds light on how he used innovative approaches like heat mapping and data analytics to identify high-growth areas, ensuring a thriving business and lucrative investment opportunities. Listeners will gain firsthand knowledge about the strategies that propelled Dr. Baky to the top, from scalable dental businesses to prosperous real estate ventures. His latest endeavor, the Blue Ridge Capital Fund, opens the door for accredited investors to partake in high ROI, cash-flowing assets. In this episode, we discuss: 1. Dr. Baky's journey from dentistry to strategic high-yield investing 2. The potent wealth-building approach within medical real estate 3. The use of heat mapping and data analytics to forecast growth areas 4. Insight into the launch of Blue Ridge Capital Fund and investment opportunities Click here to learn more: https://pantheoninvest.com/episode163

Today, we have a phenomenal episode featuring Stephen Hall, a recognized tax expert and entrepreneur. Stephen's wealth of knowledge in tax strategy and his entrepreneurial journey, which includes scaling an accounting firm to serve over 2,500 businesses, make him an invaluable resource for those keen on mastering their financial futures. In this enlightening discussion, Stephen highlights his role as the Go-to Tax Advisor for syndicators, business owners, and fund managers. His firm, Robert Hall & Associates, has served high net worth individuals for over 50 years, and he brings that wealth of experience into today's conversation. Stephen delves into the nuances of tax planning versus tax preparation, emphasizing the importance of proactive strategies. He unpacks the myths surrounding taxes that often lead investors astray, revealing instead how tax efficiency can rival, if not exceed, investment yield in building wealth. This episode is a treasure trove of insights on maximizing your financial potential through strategic tax planning. With a focus on creating tax-efficient partnerships and leveraging industry incentives, Stephen provides a roadmap for how listeners can legally minimize their tax burdens and optimize investment returns. In this episode, we discuss: The critical difference between tax planning and tax preparation Common tax myths that cost investors millions Tax-efficient investment strategies for real estate professionals Upcoming changes in the tax landscape in 2025 Click here to learn more: https://pantheoninvest.com/episode162

Today, we welcome Shuvam Bhaumik to the show, an expert in wealth strategy and management with a rich history of navigating the complexities of private wealth and family office dynamics. With professional roots in Brooklyn, New York, Shuvam carved his path in the finance world early on, rising from traditional private wealth roles in New York City to forming his own advisory firm focused on alternative investments.   In this insightful episode, Shuvam shares his journey from working with Brill Securities and Morgan Stanley to launching a multifamily office advisory firm, emphasizing his belief in the importance of surrounding oneself with like-minded individuals to propel future success. Shuvam's experiences shed light on the nuanced differences between traditional wealth management and the more holistic approach required by family offices, where investment strategies extend beyond liquid markets to include real estate, private equity, and heritage planning.   As Shuvam discusses the value of asset allocation among high-net-worth families, he highlights the pivotal role of real estate in wealth preservation and generation due to its tangible nature and income potential. Moreover, he introduces the concept of a virtual family office, an innovative solution that offers bespoke wealth management services without necessitating an exorbitant net worth.   In this episode, we discuss: Shuvam's transition from traditional wealth management to family office advisory The significant role of real estate in high-net-worth portfolios The structure and benefits of a virtual family office The importance of creating an Investment Policy Statement as a financial blueprint Click here to learn more: https://pantheoninvest.com/episode161

Today, we have an insightful guest joining us, Brett Swarts, capital gains tax deferral expert and the founder of Capital Gains Tax Solutions. Brett's unique approach to wealth management focuses on enabling high net worth individuals and entrepreneurs to defer capital gains taxes while preserving their wealth. His innovative strategies offer flexibility and open up new opportunities for reinvestment, without the pressure of immediate decisions. In this enlightening episode, Brett shares his journey of discovering this groundbreaking approach, born from personal experiences during economic downturns. His dedication to solving the frequently overlooked aspects of exit planning for appreciating assets like real estate, cryptocurrency, and businesses has made a significant impact on wealth management strategies. Brett elaborates on the challenges faced by entrepreneurs and investors, stressing the importance of planning for strategic exits rather than just focusing on growth. He discusses the deferred sales trust (DST), a powerful tool for achieving tax efficiency with the flexibility to navigate across diverse asset classes. Listeners will find Brett's approach transformative, especially those looking to sell valuable assets without losing a significant portion of their hard-earned wealth to taxes. In this episode, we discuss: Brett's origin story and early experiences with real estate investment advising. The pitfalls of 1031 exchanges and the importance of flexible exit planning. How a Deferred Sales Trust (DST) can optimize wealth management strategies. Techniques for eliminating estate taxes and ensuring smooth wealth transfer. Click here for more information: https://pantheoninvest.com/episode160

Today we have an exceptional episode featuring Eli Facenda, an expert in credit card points optimization and luxury travel hacking. Known as "The Travel Guy," Eli has mastered the art of turning everyday credit card spending into luxurious travel experiences. His journey began in 2015 when he combined his passion for entrepreneurship with a knack for creating memorable trips, ultimately leading him to establish a successful travel hacking business.   In this fascinating episode, Eli shares how he helps entrepreneurs and business owners leverage their credit card spending to unlock incredible travel rewards. He discusses how the right credit card strategies can transform points into free first-class flights and five-star hotel stays, providing substantial value without the high price tag.   One of the key discussions is about maximizing value from credit card points through strategic transfers and reward programs, illustrating how savvy use of points can lead to unforgettable travel experiences. Eli also opens up about his role in designing custom travel solutions that cater to the specific needs of business owners.   Moreover, the episode explores Eli's initiatives in organizing high-end travel events, such as his captivating ski trips, offering listeners a glimpse into the unparalleled experiences that one can achieve through proper points optimization.   In this episode, we discuss: Eli’s journey from budding entrepreneur to travel hacking expert Strategies to maximize credit card points for luxury travel Tips on how flexibility and planning enhance travel value Insights into crafting personalized travel experiences and events Click here to learn more: https://pantheoninvest.com/episode159