Wealth Strategy Secrets of the Ultra Wealthy Podcast

In this episode, I had the pleasure of speaking with Alex Felman, an entrepreneurial professional who is currently embarking on his fourth startup venture. His diverse skill set has led him to establish and run his own family office, the Felman Family Office, while also collaborating with family offices worldwide. Throughout our discussion, Alex shared insights from his 20-year career as an educator and his experience within the family office industry, which inspired him to create Exponential U. This family office education program is designed to help families achieve multigenerational sustainability, ensuring that wealth and knowledge are preserved and expanded over time. Alex provides insights into the challenges and opportunities he has encountered while managing and advising family offices around the world. He emphasizes the importance of innovation in biotechnology, healthcare, and other futuristic tech industries to maintain long-term wealth. Throughout the episode, Alex offers valuable advice on wealth management and strategic planning, he shares practical tips for family offices and individuals looking to invest in biotechnology and healthcare, underscoring the importance of staying ahead of industry trends. In this episode, we talked about: His investing background and the impact of his educational foundation on his career and entrepreneurial ventures Advice on wealth management and strategic planning Opportunities and benefits of running a family office and the challenges he faced in managing a family office Role of continuous learning and adaptation in wealth management Click here to learn more: https://pantheoninvest.com/episode131

In today’s episode, I had the pleasure of interviewing Josh McCallen, a distinguished leader with a remarkable track record of turning around failing companies and launching successful ventures. Josh's journey is nothing short of extraordinary, having transformed two bankrupt companies into thriving multimillion-dollar operations and created ten unique restaurant concepts generating over $6 million annually. As a keynote speaker at ten accredited investor summits and twice achieving Inc. 5000 recognition, Josh's expertise and influence are widely recognized. His leadership at a resort company led to two resorts being ranked among the top 25 best hotels in America. Josh's insights extend beyond business success. He is passionate about investing in trust, exploring the intersection of family and business, and the immediate compounding effects of strategic investments. His commitment to growth without compromising values and relationships is a guiding principle in his work. This episode dives deep into Josh's experiences, the challenges he has overcome, and the principles that drive his success. Join us to uncover the wealth strategies that have propelled Josh McCallen to the forefront of his industry and learn how you can apply these secrets to your own wealth-building journey. In this episode, we talked about: Balancing family and business growth without compromising values Understanding the immediate compounding effect of strategic investments Strategies for acquiring and managing premium real estate, renovating and constructing luxury residential and commercial properties The importance of trust in investing and business relationships   Click here to for more: https://pantheoninvest.com/episode130/

In today’s episode, I had the pleasure of sitting down with Darin Davis, a distinguished industry leader and entrepreneur boasting over 25 years of real estate experience. With an impressive track record of managing over $1 billion in debt and equity as both a Sponsor and LP, Darin has successfully navigated multiple market corrections.  Currently an active managing partner at Presario Ventures, Darin's entrepreneurial spirit led him to recently found Club Capital, aimed at addressing investor requirements for capital growth and cash flow.  Darin shared his insights on navigating multiple market corrections and how he led his companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. His ability to adapt and thrive in changing markets was truly inspiring. Throughout the episode, Darin’s wealth of knowledge and experience provided invaluable insights into the world of real estate and investment. His stories of resilience, innovation, and commitment to education and philanthropy offered listeners a comprehensive view of what it takes to achieve and maintain wealth.  Join us as we delve into Darin’s vast experience, his insights on market strategies, and his inspiring journey in both his professional and personal life.   In this episode, we talked about: Darin’s background and over 25 years of experience in real estate Navigating Market Corrections and strategies for adapting to changing markets The Never Quit Initiative, a 501(c)(3) non-profit organization he founded with his two children The importance of resilience, innovation, and philanthropy in building wealth Learn more: https://pantheoninvest.com/episode129/  

In our latest episode, we have Regan Archibald, Lac, FMP, a trailblazer in the fields of peptide therapy, functional medicine, and longevity. As one of the nation's foremost experts in these areas, Regan has made significant strides in transforming healthcare through his innovative approaches. His award-winning center, EastWest Health, stands as a testament to his commitment, having conducted over 8,789 comprehensive blood labs that delve into 94 critical health markers. This thorough analysis allows Regan and his team to pinpoint the root causes of various health issues, offering a holistic path to wellness. In our conversation, we explored the intricacies of peptide therapy and its potential to revolutionize aging and health. Regan shared invaluable insights into how peptides can enhance vitality and support longevity. We also delved into his personal journey, discovering how his passion for health and wellness began and evolved into a career dedicated to helping others achieve their best health. This episode is a deep dive into the future of health and longevity, offering practical tips and profound insights that can help you unlock your full potential. In this episode, we talked about: How he started in his journey and founding the EastWest Health, an award-winning center Holistic and integrative methods to health and wellness and the importance of addressing root causes rather than symptoms His personal advice on achieving optimal health and strategies to support vitality and longevity The importance of peptide therapy and functional medicine through Regan's work   Click here to read more: https://pantheoninvest.com/episode128/

In this episode, we are thrilled to welcome Mark J. Kohler, M.PR.A., C.P.A., J.D., a distinguished Founding and Senior Partner at KKOS Lawyers. Mark is renowned for his expertise in tax, legal, wealth, estate, and asset protection planning. Mark has dedicated his career to helping clients navigate the intricate landscapes of legal and financial matters to achieve their American Dream. As a co-founder and Board Member of the Directed IRA Trust Company, Mark has been at the forefront of innovative financial solutions, launching the Main Street Certified Tax Advisor Program to empower CPAs and Enrolled Agents across the nation. During our conversation, Mark delves into the importance of asset protection and tax strategy for entrepreneurs and small business owners, offering invaluable advice on how to build and preserve wealth. He also breaks down complex topics such as legal and tax strategies, asset protection, investing, and wealth growth into understandable and actionable insights. Mark's commitment to simplifying the complexities of the financial world has made him a trusted expert and a beacon for those seeking financial security and business success. In this episode we talked about:  Importance of asset protection and tax strategy for entrepreneurs and business owners Tips for building and preserving wealth in today's financial landscape Practical advice for achieving financial security and business success Importance of financial education and empowerment for CPAs and Enrolled Agents Click here to read more: https://pantheoninvest.com/episode127/

In the latest episode of Wealth Strategy Secrets of the Ultra Wealthy, I had the privilege of hosting Jan Petke, founder and managing partner of C100Global. Jan brings a wealth of experience and a unique perspective on managing and preserving significant wealth. As the leader of a UNHWI CentiMillionaire Peer Advisory Board, Jan is dedicated to guiding wealth creators and their families through the intricate challenges that come with substantial financial success. In our discussion, Jan shared his philosophy that "The goal isn’t to live forever—the goal is to produce something that will!" This mindset encapsulates his approach to wealth management, emphasizing the importance of creating lasting legacies and impactful contributions. Jan's insights are invaluable for anyone looking to navigate the multifaceted world of wealth, and this episode is packed with strategies and wisdom that can benefit both current and future wealth stewards. In this episode, we talked about: Jan's background and career journey Founding and managing C100Global, a UNHWI CentiMillionaire Peer Advisory Board Importance of legacy planning in wealth management and encouragement for wealth creators to focus on legacy and impact Actionable strategies for managing and preserving significant wealth   Click here to connect with Jan: Youtube: https://www.youtube.com/channel/UCNk5HPln1YqPC8Y0qqYSGEg Linkedin: ​https://www.linkedin.com/in/janpetke/?originalSubdomain=de  Instagram: https://www.instagram.com/jan_petke/?locale=en_gb  Twitter: https://x.com/janpetke?lang=en  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://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/   

In this episode, we have Jason Nees, Pantheon Investments Portfolio Manager and we dive into a comprehensive discussion about the current state of the economy, particularly with a focus on market updates, opportunities, and risks for capital allocation. We tackle and provide you with a macroeconomic assessment, highlighting the resilience in some areas while expressing concerns about consumer behavior and mixed performance across different sectors in the stock market. Our conversation delves into the upcoming political landscape and its potential impacts, including the effects of the election on stimulus measures and deficit spending. We also touch on policies surrounding the 1031 exchange and the importance of sticking to core fundamentals in capital allocation. We also take a look at the rise in interest rates and its impact on distressed real estate markets, presenting future opportunities. Private credit is noted as a complex and growing asset class, with inherent risks in exotic issuances and default rates under uncertain economic conditions, reflecting the intricate balancing act required for strategic capital allocation in the current environment.   In this episode we talked about:  The current state of the economy, focusing on market updates, opportunities, and risks for capital allocation. The upcoming political landscape, including the effects of the election on stimulus measures and deficit spending, and policies surrounding the 1031 exchange. Consumer spending trends and the dichotomy in discretionary expenses versus travel and entertainment, along with stock market valuations and opportunities in small caps. Challenges in real estate markets, particularly multifamily transactions, and the role of private credit in providing quicker approvals compared to traditional banks, despite higher risks in a weak economy.   Connect with Jason: Linkedin: https://www.linkedin.com/in/jnees     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://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

In the latest episode, I had the incredible pleasure of hosting Vered Kogan, a powerhouse in the field of mindset coaching and transformational change. Vered is not only a keynote speaker and author, but she is also the CEO of the Momentum Institute, where she leads with a vision to help individuals and organizations break through mental and emotional barriers to achieve extraordinary success.  What sets Vered apart is her mastery of a variety of modalities for rapid transformational change. She is highly trained in Neuro-Linguistic Programming (NLP), Emotional Freedom Techniques (EFT) Tapping, Havening Techniques, Hypnotherapy, HeartMath, and Yoga Nidra. These diverse methodologies enable her to tailor her approach to meet the unique needs of each individual and organization she works with, fostering deep and lasting change. In our conversation, Vered shared invaluable insights from her experience and expertise. We delved into the practical applications of her methods and how they can be used to overcome limiting beliefs, manage stress, and harness the power of the mind to achieve peak performance.  Vered’s wisdom and actionable strategies are sure to resonate with anyone looking to elevate their mindset and unlock their full potential. This episode is a must-listen for those committed to personal growth and looking to navigate the challenges of our ever-changing environment with confidence and resilience. In this episode, we talked about: Her journey from from Civil Engineering to Mindset Coaching Defining mindset and its influence on personal and professional success The core fears and tips for navigating change with a resilient mindset Techniques for stress management and emotional resilience Connect with Vered:  Website: ​https://www.momentuminstitute.com/  Podcast: https://podcasts.apple.com/us/podcast/the-mindset-game-podcast/id1527025040  Instagram:  https://www.instagram.com/veredkogan/?hl=en  Linkedin: https://www.linkedin.com/in/veredkogan/  Youtube: https://www.youtube.com/c/VeredKogan  Email: info@momentuminstitute.com    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://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/   

In our latest episode, we had the privilege of sitting down with Andrés Preschel, an extraordinary individual whose journey from overcoming personal health challenges to becoming a leading figure in the world of applied physiology and wellness is nothing short of inspiring.   Diagnosed with Attention Deficit Disorder (ADD) at a young age, he faced numerous health issues resulting from medication, including anxiety, insomnia, and body dysmorphia. Despite these challenges, Andrés harnessed the support of his family and friends, turning his life around through a dedicated focus on health and the development of new habits.   [CLICK HERE TO LISTEN NOW]   Andrés' deep dive into the fitness world began in 2017, partnering with Dr. Moises Roizental to create lifestyle medicine and longevity programs. He has co-authored a book and led webinars reaching tens of thousands, covering crucial topics such as Intermittent Fasting, Longevity, and Exercise Physiology.    As the founder of Know Your Physio and a founding member at Drym Health, Andrés is at the forefront of creating innovative Remote Monitoring and Lifestyle Data Analytics solutions. His work aims to help ambitious individuals and teams achieve longer, healthier, and more fulfilling lives.   [CLICK HERE TO LISTEN NOW]   In this episode, we talked about: Diagnosis and management of ADD, including challenges with medication What does an optimal health mean? Overcoming health issues and the four pillars of optimized health Strategies for optimizing health, performance, and achieving a fulfilling life Connect with Andres:  Website: https://andrespreschel.com/  Linkedin: https://www.linkedin.com/in/andrespreschel/  Twitter: https://twitter.com/AndresPreschel  Instagram: https://www.instagram.com/andrespreschel/  Youtube: https://www.youtube.com/channel/UC8eRVkjlU658GVemC57r7yg  Email: andres@knowyourphysio.org  Podcast: https://andrespreschel.com/podcast-kyp/    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://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

In this episode we have Nic Peterson, a dynamic entrepreneur and the co-founder of Mastery Mode. Nic's impressive portfolio includes co-founding multiple successful companies such as Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics, now known as Trevor Kashey Nutrition. With a track record of founding or co-founding over half a dozen companies that have achieved seven or eight-figure revenues, Nic brings a wealth of experience and insights to the table. Throughout our conversation, Nic shared his journey from experiencing significant successes to enduring challenging failures. His approach is deeply rooted in being a perpetual student, constantly developing new skills and learning from every venture he undertakes. Nic emphasized the importance of implementing lessons learned, which has been a cornerstone of his growth and success. Nic's current focus with Mastery Mode is on helping business owners, consultants, and service providers build robust systems and operations. Tune in to this episode for an engaging and insightful discussion with Nic Peterson, and learn how his strategies can help you achieve your business goals. In this episode, we talked about: His personal journey of founding multiple companies, detailing the successes he has celebrated and the valuable lessons learned from his failures. Important concepts from his book Bumpers: The Framework for Finding Your Personal Abundance, Maximum Productivity, Greatest Profits and Highest Quality of Life How creating efficient systems and robust operations can help business owners, consultants, and service providers leverage their time and increase profitability. The significance of continually developing new skills and implementing learned lessons to drive personal and professional growth. Connect with Nic: Website: https://www.nicpeterson.com/  Instagram: https://www.instagram.com/nicpeterson23/?hl=en  Linkedin: https://www.linkedin.com/in/nic-peterson/  Book: https://www.amazon.com/Bumpers-Framework-Personal-Abundance-Productivity/dp/1956955348     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://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/