Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today, we had the pleasure of hosting Jim Sheils, a distinguished guest with a multifaceted career spanning real estate investment and family education. Jim, a partner at Southern Impression Homes, highlighted his expertise and specialization in constructing rental portfolios for both individual investors and institutional buyers in Florida's burgeoning markets. With a focus on new construction and low-density properties like single-family homes, duplexes, and quads, Southern Impression Homes offers turnkey solutions with property management services in place, ensuring maximum returns for its clients. In this episode, Jim delved into the synergy between his dual passions for real estate and family education, emphasizing the importance of holistic wealth management and the profound impact that strong family ties have on long-term prosperity. He also shared a wealth of actionable advice and inspiring anecdotes, making this episode a must-listen for anyone aspiring to achieve true wealth and fulfillment in all aspects of life. Tune in now to gain exclusive access to Jim Sheils' wealth-building wisdom and transformative insights! In this episode, we talked about: Jim’s career spanning real estate investment and family education Creating value through strategic renovations and management His commitment to empowering others in achieving financial freedom through "Passive Income Playbook" Striving for holistic wealth management, encompassing financial, emotional, and relational aspects Connect with Jim:  Linkedin: https://www.linkedin.com/in/jimsheils/  Website: https://southernimpressionhomes.com/  Email: newhomes@sihomesfl.com  Facebook: https://www.facebook.com/share_channel/  Company Linkedin: https://www.linkedin.com/company/southern-impression-homes-llc/    Click here to read more: https://pantheoninvest.com/family-fortune-and-fulfillment-a-holistic-approach-to-wealth-creation/

In this episode, we had the privilege of hosting Brent Kesler, a former chiropractor turned financial expert who has transformed his life through the revolutionary Money Multiplier (TMM) Method. His passion for this financial concept led him to become a dedicated teacher of the method, with the goal of helping individuals take control of their financial destinies. Regardless of income level, Brent believes that everyone should have access to the TMM Method to manage and grow their wealth. During the episode, he delved into the intricacies of the method, explaining how individuals can recycle, recapture, and maintain total control of their hard-earned dollars. Brent provided insights on avoiding fractional reserve banking and outlined a strategy to reclaim all the money spent on every car purchased for oneself and their family for a lifetime. Listen now to gain valuable insights from Brent’s expertise, you will discover a powerful financial strategy that will empower you to take charge of your financial lives.  In this episode, we talked about: How he successfully paid off a staggering $984,711 in third-party debt within just 39 months The specifics of Infinite Banking Concept as a process and not an investment His concept on how to recycle, recapture, and maintain total control of hard-earned dollars through The Money Multiplier Method Strategic advice and insights to manage multiple whole-life policies    Connect with Brent: Linkedin: https://www.linkedin.com/in/thebrentkesler  Website: https://www.themoneymultiplier.com/  Resources: https://www.themoneymultiplier.com/resources  Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990  Youtube: https://www.youtube.com/@the.money.multiplier/about  Facebook: https://www.facebook.com/themoneymultiplier    Click here to read more: https://pantheoninvest.com/recycle-recapture-reclaim-taking-control-of-your-wealth-through-infinite-banking/

In this episode we had the pleasure of hosting Kim Daly, an expert with over two decades of experience in helping individuals achieve their dreams of business ownership through franchising. Recognized as one of America's top franchise consultants, Kim has played a pivotal role in creating nearly 1000 successful franchise owners During the episode, she delved into the concept of navigating uncertainty and why franchising is considered a "safe" investment, exploring the real value proposition in investing in a franchise.  Kim shared navigating uncertainty, understanding the real value proposition in franchise investments, and the factors that contribute to the growth of the franchise industry in various economic climates. She also covered practical advice on selecting the right franchise based on one's background, interests, skills, finances, and life goals. Tune in to this episode to gain a wealth of knowledge from a true expert in the field. In this episode, we talked about: Kim's background helping individuals achieve business ownership through franchising Exploring the benefits and value proposition that come with investing in a franchise business Practical advice on choosing the most suitable franchise based on one's background, interests, skills, finances, and life goals The economics of franchising and the current industry growth   Click here to read more: https://pantheoninvest.com/crafting-your-dream-life-wealth-building-with-strategic-franchising/

In this episode, we had the pleasure of hosting Daniel Brown, the visionary CEO of Brownstone in Austin. Daniel, originally from the UK, shared his incredible journey of becoming an American entrepreneur, family man, and a leader in the real estate industry. Daniel's background as the former CEO of a $150 million UK jewelry chain brings a unique perspective to his current role. Since relocating to the US in 2015, he has immersed himself in various aspects of the real estate market, dealing in 9 states and working on rentals, fix-and-flips, and new construction projects. Daniel shared his belief in personal growth and holistic health. He emphasized the importance of mindset and effort in achieving success and happiness. Daniel dreams of a future where everyone moves closer to their ultimate potential, and his long-term thinking and action-oriented nature have been instrumental in Brownstone's success over the last 5 years. As the head of Brownstone, Daniel also discussed the company's mission to create stunning spec homes that prioritize design, quality, and health. If you're interested in the intersection of real estate, personal growth, and holistic health, you won't want to miss this insightful conversation! In this episode, we talked about: The importance of mindset and vision in your overall wealth strategy His personal advice and insights about the hierarchy of needs The business model of Brownstone and his experience as an entrepreneur The importance of knowledge, taking action and practical tips to maximize your true potential   Connect with Daniel:  Linkedin: https://www.linkedin.com/in/daniel-brown-75a62929/ Website:  ​https://brownstoneci.com/  Email: hello@brownstoneci.com  Instagram: https://www.instagram.com/brownstone_capital_investments/  Contact number: (833) 277-8663   Click here to read more: https://pantheoninvest.com/building-your-mind-building-your-wealth-the-real-estate-potential-paradigm/

Today, we had the pleasure of hosting Mark Podolsky, the owner of Frontier Properties, a leading land investment company, and widely known as The Land Geek. Mark brings a wealth of knowledge and experience to the table, having completed over 5,500 land deals and earning his company, Frontier Equity Properties, an impressive A+ rating with the Better Business Bureau. Beyond his success in land investments, Mark is also sharing how his passion for land has led him to unexpected ventures. First as a podcast host, where he generously shares geeky tips, tricks, shortcuts, and wisdom for free and also as a coach and a mentor. In the interview, Mark's passion for raw land investments was evident as he elaborated on why raw land is often considered the best passive income source. He highlighted the unique advantages and opportunities that the raw land market presents, shedding light on the untapped potential that can be harnessed by investors willing to navigate this unconventional territory. Mark has found a calling as a teacher, coach, and mentor to a growing community of individuals eager to succeed. He expressed his gratitude for being surrounded by smart, quality-driven individuals who share his passion for success. In this episode, Mark's humility and genuine desire to guide others toward financial success shine through. In this episode, we talked about: His background and experience as the owner of Frontier Properties, a prominent land investment company Why raw land is considered the best passive income source and unique advantages and opportunities in the raw land market Practical advice for both seasoned investors and beginners specifically in landflipping The impact and benefits of being surrounded by like-minded people and importance of mentorship and shared success   Click here to read more: https://pantheoninvest.com/discovering-the-hidden-gold-navigating-the-untapped-potential-of-raw-land-for-ultimate-passive-income/

Today's episode is an absolute powerhouse of insights into optimizing health and achieving peak performance. Our guest is none other than Dr. Tracy Gapin, a board-certified urologist, world-renowned men's health and performance expert, and the brilliant mind behind The Gapin Institute, a global leader in high-performance health. Dr. Gapin brings over 20 years of experience to the table, with a focus on providing executives, entrepreneurs, and athletes a personalized path to optimize their health and fulfill their highest potential.  In this conversation, Dr. Gapin shares his wealth of knowledge delving into the strategies and insights that have made him a sought-after expert in the industry. From his TEDx talks to being a member of prestigious organizations like the American Academy of Anti-Aging, Age Management Medical Group, and International Peptide Society, Dr. Gapin is at the forefront of cutting-edge health practices. You will gain valuable insights into Dr. Gapin's holistic approach to health optimization, this episode is packed with actionable advice to help you achieve your health and performance goals. Tune in to learn from Dr. Tracy Gapin's expertise and discover the secrets to unlocking your highest potential.  In this episode, we talked about: The principles of functional medicine, emphasizing a holistic approach to health Role of genetics in shaping an individual's health and how understanding one's genetic makeup can guide personalized health strategies Unpacking the impact of environmental toxins on health and performance A deep dive into the significance of testosterone in men's health and performance Biohacking techniques and tools that can be employed to enhance physical and mental performance   Connect with Dr. Tracy: Website: https://gapininstitute.com/  Facebook: https://www.facebook.com/drtracygapin  Instagram: https://www.instagram.com/drtracygapin/  Twitter: https://twitter.com/DrGapin  Youtube: https://www.youtube.com/@DrTracyGapin  Linkedin: https://www.linkedin.com/in/tracygapin/  Contact number for reminders: 718-675-9949 Text the word ‘health’ to 26786   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/   

In today’s episode, we have Maxwell Wu, the visionary founder of Fulcrum Lending, a direct balance sheet lender specializing in multifamily properties nationwide. Maxwell's extensive background in real estate investment and operations, particularly across prominent Wall Street firms, sets him apart as a true expert in the field. Maxwell's journey in the real estate industry is marked by his diverse roles, including fund manager, investment banker, and principal investor at various esteemed firms in New York City. His career began at C-III Capital Partners, and he further solidified his expertise by obtaining a Masters in Real Estate from Columbia University. During our conversation, Maxwell shared his wealth of knowledge, having managed institutional private equity funds exceeding $1.4 billion in Assets Under Management. His impressive track record includes underwriting real estate acquisitions totaling over $10 billion. Drawing from this wealth of experience, Maxwell has successfully built scalable PropTech platforms and products across various real estate verticals. Whether you're a seasoned real estate professional or an aspiring investor, Maxwell's journey and expertise are sure to provide inspiration and actionable advice to help you navigate the intricate world of wealth creation through real estate. Tune in to this episode to gain valuable insights into Maxwell's experiences, strategies, and the innovative solutions he has implemented throughout his impressive career.   In this episode, we talked about: Maxwell's extensive background in real estate investment and operations His current market perspectives and in-depth analysis of the current real estate cycle How institutional capital plays a crucial role in managing large-scale investment funds Advice and strategies for navigating the complex world of real estate, catering to both seasoned professionals and aspiring investors Connect with Maxwell: Linkedin: https://www.linkedin.com/in/maxwelljwu/  Company Linkedin: https://www.linkedin.com/company/fulcrumlendingcorp/  Website: https://www.fulcrumlendingcorp.com/  Email: hello@fulcrumlendingcorp.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://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/ 

Introducing our Best of 2023 episode! We've had the privilege of hosting incredible guests on our podcast, and today we're revisiting some of the most insightful moments from the past year. Join us as we dive into the realm of mindset mastery, wealth strategy, and innovative investment insights. Get ready to unlock your potential and achieve your most ambitious goals. First up, we have Trevor McGregor, a true expert in coaching. He's here to show you the immense power of mindset and taking action. Discover how his guidance can provide a structured path to success, helping you break through limitations and reach new heights. Next, we're redefining riches with Garret Gunderson. From a blue-collar background to a renowned "financial genius," Garret shares his incredible journey and the money myths that hold most people back. Learn how to overcome a bad financial mindset and gain a fresh perspective on wealth. Our journey doesn't stop there - meet Michael Sonnenfield. With his extensive investing experience, Michael shares key insights and practical tips for achieving financial success. Tap into his wealth of knowledge and learn how to apply it to your own journey. Don't miss out on this exceptional episode filled with wisdom and inspiration. Tune in now and take the first step towards transforming your life!   In this episode, we talked about: • Discover the transformative power of mindset and action with Trevor McGregor, a top-notch coach who guides you towards success and helps you break through your limitations. • Join Garret Gunderson as he redefines the concept of wealth and dispels common money myths that may be holding you back.  • Benefit from Michael Sonnenfield's extensive investing experience as he shares powerful insights and practical tips for achieving financial success.   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/   

In this 10X Investor Journey episode, we had the pleasure of sitting down with Andrea Barnes, a seasoned real estate investor with an impressive national portfolio that spans single-family homes and multifamily projects. Alongside her husband, Kevin, Andrea manages a multi-million-dollar portfolio that has expanded to include diverse passive investment vehicles such as energy, debt notes, real estate funds, and three ground-up developments. Listeners gain valuable insights into her passion for continuous learning, particularly in tax and legal strategies, which she has successfully applied to boost her financial growth trajectory. She has dedicated over 7000 hours to master the art of passive investment, creating a financial legacy for her family.  With the support of a coach and The Pantheon Mastermind and Virtual Family Office, Andrea crafted an investment philosophy to expand her wealth, focusing on a balanced mix of monthly income and long-term growth opportunities. This episode is a must-listen for those seeking a comprehensive understanding of real estate investment, financial growth, and the profound impact of strategic wealth management. In this episode, we talked about: How she achieves financial stability through strategic property investment Leveraging equity growth for acquiring new properties The importance of curiosity, knowledge, and community support Gaining insights and deal flow from a mastermind group and cultivating an investment philosophy through collective expertise     Connect with Andrea: https://www.linkedin.com/in/andreahbarnes/    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/   

In this episode, we were honored to have Jim Pfeifer, one of the founders of Left Field Investors and the esteemed host of the Passive Investing from Left Field podcast, join us. A seasoned professional in the realm of finance, Jim's journey from a conventional financial advisor to an innovative thought leader in passive investing is an inspiring chronicle of change and enlightenment. With a solid background in traditional financial advising, Jim once presided over the typical spectrum of wealth management, diligently shepherding the fiscal well-being of his clients through the peaks and valleys of the market. It was Jim's transformative shift toward passive investing that truly distinguished his career, marking the emergence of a reformed financial advisor with a dynamic, more expansive vision of wealth accumulation. Recognizing the limitations within the industry, Jim fervently adopted a new financial creed, advocating for the untapped potential that passive investment strategies entail. His expertise has become a powerful magnet, attracting those eager to learn how to navigate the passive investment landscape effectively and secure their financial futures outside the bounds of traditional investment dogma. In this episode, we talked about: His background and shift to real estate investing Navigating current investment challenges The importance of building investor community and networking His personal investment Strategies and goal-setting   Connect with Jim: Linkedin: https://www.linkedin.com/in/jimpfeifer/ Website: https://www.leftfieldinvestors.com/  Facebook: https://www.facebook.com/groups/707143386663412  Contact: https://form.jotform.com/240043543616045 Podcast: https://open.spotify.com/show/6eHJDWnVXKxFYWwVp0y1kE    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/