Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
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May 29, 2024 • 38min

Purpose Born from Hardships: The Inspiring Journey of a Real Estate Entrepreneur

Today we have Christopher Larsen, the dynamic founder and Principal of Next-Level Income. Chris, who transitioned from an 18-year career in the medical device industry to a successful investor and educator, shares his journey towards financial independence and his passion for helping others achieve the same. Over the years, Chris has diversified his investment portfolio to include development projects, private lending, distressed debt, and commercial properties. Since 2016, he has been syndicating commercial real estate deals and has been involved in over $1 billion worth of real estate acquisitions. In our enlightening conversation, Chris Larsen shared several key insights that are crucial for anyone aspiring to achieve financial independence. Chris’s experience spans various sectors, including development projects, private lending, distressed debt, and commercial properties, demonstrating how a well-rounded approach can lead to substantial growth. Another significant insight Chris provided was the power of education and strategic networking. He underscored the necessity of continuous learning and staying informed about market trends and investment opportunities.  In this episode, we talked about: Finding purpose and resilience through experiencing hardships and overcoming challenges The role of education and continuous learning in achieving financial independence His personal experience in real estate investing and his investing thesis Tips for aspiring investors on taking the first steps toward financial independence   Connect with Chris: Website: https://nextlevelincome.com/ Facebook: https://www.facebook.com/nextlevelincomeshow Linkedin: https://www.linkedin.com/in/nextlevelincome/  Instagram: https://www.instagram.com/thenextlevelincomeshow/ Contact: 828-768-8700   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/ 
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May 22, 2024 • 32min

Insights from the Top .001: Transforming Vision into Wealth with Strategic Investing

Today we had the honor of having Salvatore M. Buscemi, a titan in the realms of finance and real estate. With a storied career and an enviable portfolio, Salvatore has cemented his reputation through astute investment strategies and dynamic leadership roles. As the CEO and Co-Founding Partner of HRN, LLC, Salvatore spearheads a private multi-family investment office that boasts a diverse range of successful ventures. His prowess extends to his role as CEO of Dandrew Partners Capital Management, where he navigates the complexities of various investment vehicles across commercial real estate, credit, fine art private credit facilities, and more. In our captivating discussion Salvatore shared an insider's perspective on the intricacies of real estate finance and private equity investment. His deep dive into targeted allocations, particularly in emerging sectors like life sciences, illuminated the pathways to success in a rapidly evolving market. His insights into navigating special situations and capitalizing on basis-driven opportunities underscored the importance of agility and foresight in today's investment landscape. Moreover, Salvatore's pragmatic approach to fund management offered invaluable lessons for both seasoned professionals and budding entrepreneurs alike.  In this episode, we talked about: Salvatore Buscemi's background and career trajectory from Goldman Sachs to CEO and Co-Founding Partner of HRN, LLC Diversification across multiple asset classes, including commercial real estate, credit, fine art private credit facilities, and life sciences investments Authorship of books on fund management and real estate private lending Insights into real estate finance, private equity investment strategies and capitalizing on basis-driven opportunities   Connect with Salvatore: Website: https://investinglegacy.com    Personal Website: https://salvatorebuscemi.com/  LinkedIn : https://www.linkedin.com/in/salvatore-buscemi/  Instagram: https://www.instagram.com/salvatorembuscemi/?hl=en  Facebook: https://www.facebook.com/salvatore.buscemi.589    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/ 
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May 15, 2024 • 32min

Private Money Mastery: Proven Tactics from a Leading Lending Expert

Today we had the pleasure of sitting down with the incredible Jay Conner, a real estate mogul whose success story is nothing short of inspiring. Jay's journey in the real estate industry began in 2003 in a modest town of 40,000 people, where he started buying and selling houses. Fast forward to today, and Jay's profits are soaring, averaging an impressive $78,000 per deal! With over 475 houses rehabbed and a staggering $118 million in transactions under his belt, Jay has truly mastered the art of real estate investment. His passion for motivating and educating fellow real estate investors shines through as he shares his expertise on raising private money without ever having to ask for it. With over 2,000 real estate investors personally coached by Jay, it's clear that his knowledge and guidance are invaluable to those seeking success in the industry. Jay shared his expertise on the art of raising private money without the need to directly ask for it, highlighting the importance of building genuine relationships and trust within the real estate community. With his wealth of experience as a commercial developer and seasoned investor, Jay's guidance on personal development resonated deeply, inspiring listeners to cultivate a mindset of growth and resilience. In this episode, we talked about: Jay’s background and how he started buying and selling houses using private money lending The importance of Private Money Lending versus Institutional Money The important lessons he learned in the industry and being in this business Lending process and the ideal borrower qualifications Connect with Jay:  Website: https://www.jayconner.com/  Linkedin: https://www.linkedin.com/in/privatemoneyauthority  Podcast: https://podcasts.apple.com/us/podcast/raising-private-money-with-jay-conner/id1377723034  Youtube: https://www.youtube.com/channel/UCZfl6O7pRhyX5R-rRuSnK6w  Free Book: https://www.jayconner.com/book  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/ 
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May 8, 2024 • 39min

Passive Powerhouse: Mastering The Formula for Financial Freedom

Today, we had the pleasure of hosting Patrick Grimes, a true titan in the world of alternative investments and real estate. Patrick is the founder of Passive Investing Mastery, a company dedicated to empowering investors with the knowledge and tools they need to diversify their portfolios effectively. He's also the mastermind behind InvestOnMainStreet.com, a private equity firm boasting a portfolio of multifamily real estate valued at a staggering $600M+, spread across over 4,000 units in the southeastern United States and Texas. Patrick also reflects on the transformative power of persistence, resilience, and adaptability in overcoming challenges and seizing opportunities in the ever-evolving investment landscape. He encourages listeners to embrace a growth mindset, embrace calculated risks, and embrace continuous learning. Drawing from his own experiences and successes in the industry, Patrick shares practical tips for aspiring investors looking to enter the real estate market. He emphasizes the importance of education, networking, and aligning with reputable partners and sponsors to navigate the complexities of real estate investing effectively. In this episode, we talked about: Patrick’s background and his transition from being a passive investor to an active investor Valuable attributes that makes a successful investor His specific wealth management and strategies and current market cycle Alternative investing and challenges with the traditional investing models   Connect with Patrick:  Website: https://passiveinvestingmastery.com/  Patrick’s Free Book: Passiveinvestingmastery.com/book  Facebook: https://www.facebook.com/PassiveInvestingMastery  Linkedin: https://www.linkedin.com/in/patricksgrimes/  Amazon: https://www.amazon.com/author/patrickgrimes  Email: Info@passiveinvestingmastery.com  Phone Number: (209) 403-6096 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/ 
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May 1, 2024 • 39min

Mastering Passive Income: Lessons from a Seasoned Investor

In today's episode, we had the honor of having Bronson Hill, the Managing Member of Bronson Equity. With an impressive portfolio boasting 2000 multifamily units valued at over $200 million, Bronson is a powerhouse in real estate investment.  He's also the co-leader of the thriving in-person multifamily meetup, Investor to Investor (ITI), based in Glendale, CA. Bronson shared insights gleaned from his extensive experience, having engaged personally with over 1500 investors, raising an astounding $40 million for real estate ventures and his innovative ATM Machine Fund deals. One of the highlights of our conversation was Bronson's exclusive mastermind for affluent passive investors. Within this community, members are offered unparalleled investment opportunities in a growth-oriented environment. Bronson's commitment to providing value and fostering growth within his community is truly commendable.  Bronson's deep understanding of the investor mindset is evident not just in his achievements but also in his dedication to education. As the host of The Mailbox Money Show, he's committed to empowering others on their journey to financial freedom. His book, "Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less," serves as a blueprint for those looking to break free from the chains of traditional employment.  Tune in to this episode as we delve deep into the strategies and principles behind Bronson Hill's remarkable success and uncover the secrets to achieving financial independence through strategic investing. In this episode, we talked about: Insights from his book Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less His expert insight and perspective about passive investing vs growth Bronson’s personal investment thesis and stand with the current market economic cycle  The importance of mindset, vision and having long term goals   Connect with Bronson: Facebook: https://www.facebook.com/BronsonEquity  LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany  Youtube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg  Instagram: https://www.instagram.com/bronsonequity/    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/   
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Apr 24, 2024 • 35min

Wealth, Wisdom, and Worth: Lessons from the Forefront of Entrepreneurship

Today's guest is none other than Andrew Reichert, the CEO and Founder of Birgo, a prominent private equity real estate firm based right here in Pittsburgh. With a staggering $312 million in assets under management spanning over 3,400 multifamily units, Andrew is a titan in the real estate investment arena.  His keen entrepreneurial spirit not only drives the success of his business ventures but also extends to his vision for the future of real estate and entrepreneurship. Andrew's dedication to community involvement serves as an inspiration, demonstrating that success is not only measured by financial achievements but also by the positive impact one can make in the lives of others.  Throughout our conversation, Andrew delves into his entrepreneurial journey, having founded four companies and contributed to numerous startups. We explore Birgo's strategies for raising capital, purchasing, and effectively managing multifamily residential real estate, shedding light on key market insights and investment strategies. Additionally, Andrew shares his passion for community involvement and nonprofit work, including his commitment to financial literacy through a nonprofit he founded and his active participation in local charities. In this episode, we talked about: Andrew's Entrepreneurial journey, his background and leadership Transitioning to multifamily syndications and his real estate investment strategies His current market insights and debt underwriting process Personal insights and advice about the importance of community work and his involvement in non profit organizations   Connect with Andrew: Website: https://www.birgo.com/capital  Facebook: https://www.facebook.com/birgocapital  Instagram: https://www.instagram.com/birgocapital/  Linkedin: https://www.linkedin.com/company/birgocapital/  Podcast: https://podcasts.apple.com/us/podcast/real-returns/id1642761377  Youtube: https://www.youtube.com/@realreturns   Click here to read more: https://pantheoninvest.com/wealth-wisdom-and-worth-lessons-from-the-forefront-of-entrepreneurship/
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Apr 17, 2024 • 1h 5min

Centimillionaire Strategies: Charlie Garcia’s Journey to Impact and Purpose

In this episode, we had the distinguished honor of hosting Charlie Garcia, a distinguished figure whose life journey is a testament to the power of service, leadership, and love. With a multifaceted background spanning public service, military accolades, and impactful contributions to the intelligence community, Charlie's story is one of unwavering commitment to bettering society. Charlie's accolades speak volumes about his dedication to public service, as evidenced by his receipt of the Distinguished Public Service Medal for his efforts to enhance candidate diversity across military service academies during the administrations of Presidents Obama and Bush. Additionally, his commendable work in war-torn Central America in the 1980s earned him the prestigious Defense Meritorious Service Medal. Beyond his illustrious career in public service, Charlie is a prolific thought leader, having founded R360, a community of centimillionaires that are creating massive impact in the world. Charlie also authored two best-selling leadership books that have resonated with readers globally in over ten languages. Charlie shares valuable insights into effective leadership principles. His leadership philosophy serves as a guiding light for aspiring leaders seeking to make a positive impact in their respective spheres of influence. At the core of Charlie's ethos lies a profound commitment to service, underpinned by an abiding love for his country. Each day, he renews his pledge to utilize his gifts for the betterment of society, embodying the essence of true leadership and selflessness. Join us as we delve into Charlie's remarkable journey, uncovering invaluable insights into the art of service, leadership, and living a life driven by purpose and love. In this episode, we talked about: His background, distinguished career in public service, and transformative work in business and entrepreneurship Wealth beyond financial assets, encompassing elements such as family, relationships, and personal fulfillment R360's archetypes framework for understanding investors' risk profiles and behaviors The significance of family as a source of true wealth and fulfillment Click here to read more: https://pantheoninvest.com/wealth-wisdom-and-worth-lessons-from-the-forefront-of-entrepreneurship/
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Apr 10, 2024 • 48min

Optimizing Human Performance: Breaking Barriers in Health, Fitness and Vitality

Today, we have a remarkable guest with us, Dustin Baker, a true visionary entrepreneur who has been making waves in the health and fitness industry for over a decade. Dustin's journey is nothing short of inspiring as he acquired BioProtein Technology, aiming to revolutionize natural wellness. His extensive collaboration with elite athletes, physicians, and military personnel underscores his commitment to optimizing human health. As the founding president of BioProtein Technology and BioPro+, Dustin has spearheaded the development of the first non-synthetic alternative to HGH and peptide treatments, promising faster, easier, and safer results. During our conversation, Dustin shares his passion for reshaping the industry with breakthrough alternatives to prescription Human Growth Hormone (HGH) and peptide treatments. His brainchild, BioPro+, stands as a testament to his dedication to providing safe and effective solutions for vitality and longevity. What sets Dustin apart is not just his entrepreneurial spirit but also his unwavering commitment to empowering individuals without compromising safety. Through his leadership, BioPro+ has emerged as an unparalleled beacon of innovation in the field of natural wellness.  In this episode, we talked about: Dustin’s entrepreneurial journey in the health and fitness industry His vision to revolutionize natural wellness and personal thoughts about anabolic and catabolic workouts The promise of BioPro+ for faster, easier, and safer results compared to synthetic alternatives Insights into Dustin’s morning routine, his leadership and entrepreneurial strategies   Connect with Dustin: Linkedin: https://www.linkedin.com/in/dustin-baker-31585a82/  Website: https://www.bioproteintech.com/  Email: INFO@BIOPROTEINTECH.COM  Instagram: https://www.instagram.com/bioproteintech/?hl=en     Click here to read more: https://pantheoninvest.com/optimizing-human-performance-breaking-barriers-in-health-fitness-and-vitality/
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Apr 3, 2024 • 30min

The Silver Lining: Unveiling Wealth Strategies in Senior Living

Today, we're diving deep into the world of senior housing and assisted living with none other than Isabelle Guarino, the COO of Residential Assisted Living Academy. For the past decade, Isabelle has been at the helm, ensuring smooth operations and keeping everyone on task. Her expertise in senior housing has earned her recognition as one of the "Top Influencers in Senior Housing," and she's a two-time recipient of Aging Media's prestigious "Future Leaders of Assisted Living" award. In this episode, Isabelle shares invaluable insights into the booming senior housing industry, offering listeners a glimpse into the strategies and secrets that have propelled her to the top of her field. She also delved into the key factors driving the success of Residential Assisted Living Academy and the broader senior housing market. She emphasized the importance of providing high-quality care and personalized services to residents, highlighting how these principles have been central to their company's growth and reputation. Tune in as we uncover the wealth-building opportunities hidden within senior living, and learn from the best in the business. This is an episode you won't want to miss! In this episode, we talked about: Her knowledge and expertise in Residential Assisted Living The current markets and identification of emerging trends and demographics in senior housing Understanding the potential for rental income and property appreciation in senior living facilities Leveraging tax advantages specific to real estate investments in the senior housing sector   Click here to read more: https://pantheoninvest.com/the-silver-lining-unveiling-wealth-strategies-in-senior-living/
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Mar 27, 2024 • 52min

Mastering the Art of Strategic Thinking with Dan Sullivan: Lessons from 40 Years of Experience

​​In today's episode, we had the honor of hosting Dan Sullivan, the founder and president of The Strategic Coach Inc. With over 40 years of experience as a speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups, Dan is a true visionary in the world of business. Dan's ability to simplify complex concepts and provide actionable strategies will surely resonate, offering practical insights that can be applied immediately to enhance your business performance. His dedication to empowering entrepreneurs to embrace their unique strengths and leverage them for success is truly inspiring.  Throughout the episode, Dan shared his deep insights into entrepreneurship and his strong belief in its power to transform lives. He discussed the core principles behind his successful coaching program at Strategic Coach®, emphasizing its focus on helping entrepreneurs achieve their fullest potential both in their businesses and personal lives. Dan also delved into his extensive body of work, he highlighted the importance of continuous growth and improvement, Dan's wealth of experience and wisdom truly made this episode an invaluable resource for entrepreneurs striving for success in both their professional and personal endeavors. Tune in and discover the secrets to unlocking your full potential with Dan Sullivan. In this episode, we talked about: His background and over 40 years of experience as a speaker, consultant, and coach to entrepreneurial individuals and groups. The two the concepts about freedom, both in business and personal life The significance of self-investment in personal and professional development. Value of continuous learning, skill acquisition, and personal growth in entrepreneurship   Click here to read more: https://pantheoninvest.com/mastering-the-art-of-strategic-thinking-with-dan-sullivan-lessons-from-40-years-of-experience/

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