Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
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Jan 17, 2024 • 35min

The Secrets of Successful Syndication: Guiding Investors to Financial Freedom

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/ 
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Jan 10, 2024 • 37min

Legacy Builders: Inside the Epic Real Estate Triumphs of a Family Office

In this episode, we had the pleasure of hosting Ian Djuric, a titan in both waste management and real estate industries. Ian’s journey from revolutionizing waste management to overseeing the Djuric Family Office's vast portfolio offers invaluable insights into rapid, scalable growth and efficient operations. Ian’s career trajectory is a testament to his prowess in transforming companies into multimillion-dollar ventures. From the rapid ascent of Waste Market Group to a staggering $40M in annual revenue within two years, to the creation and sale of Bob’s Trash Service to an industry competitor after reaching 12,000 customers and $3M in three years, Ian’s ability to catalyze exponential growth is exceptional. During our conversation, Ian shared insights into his strategies for driving growth, managing operations, and fostering a culture of excellence. His expertise in operations leadership, sales management, and team development provided a goldmine of wisdom for businesses aiming to scale rapidly while maintaining efficiency and quality. Ian Djuric's story is an inspiring testament to the possibilities of visionary leadership, meticulous operations management, and unwavering dedication. Tune in to this episode for a masterclass on scaling businesses and optimizing operations for sustained success. In this episode, we talked about: His transition from waste management to overseeing the Djuric Family Office. The importance of building and nurturing high-performing teams Integrating values into company culture and decision-making processes. Ian's predictions and insights into the economic and market landscape for 2024. Connect with Ian Djuric:  Linkedin: https://www.linkedin.com/in/ian-djuric/  Company website: https://blakecapitalgroup.com/  Contact: https://blakecapitalgroup.com/contact/  Instagram: https://www.instagram.com/blakecapital/  Facebook: https://www.facebook.com/BlakeCapitalGroup  Email: info@blakecapitalgroup.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/   
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Jan 3, 2024 • 47min

Holistic Wealth Strategies: Special 100th Milestone Episode 

Welcome back to our milestone 100th episode of the podcast. In a thrilling twist, we're reversing roles today, with our very own Dave Wolcott stepping into the spotlight as our guest, while Addie navigates us through his world of expertise. Get ready to unearth a treasure trove of knowledge straight from the vault of our seasoned host. Dave, often the one asking the hard-hitting questions, opens up about his own transformative experiences with financial setbacks and shares his journey of discovery that led him to adopt the wealth-building strategies typically mastered by the elite top 1%. His firsthand knowledge is a testament to the potential for personal and financial growth. Through their dialogue, Dave reveals his unique formula for calculating net worth—an insightful blend that goes beyond mere numbers in a bank account. He delves into the critical elements of financial IQ, cultivating a growth-oriented mindset, harnessing the power of relationship capital, and recognizing the intrinsic value of one's physical health on the journey to holistic wealth. In a masterful exchange on the importance of mentorship and learning from others, Addie and Dave unpack the extraordinary benefits gleaned from belonging to a mastermind community. Here, Dave's insights into accountability, opportunity recognition, and the formation of strategic partnerships resonate with the wisdom of a true industry sage. On this episode, prepare to be inspired, educated, and perhaps even a little entertained by the wisdom of a man who's not just been talking the talk but walking the walk through the world of finance and self-improvement. In this episode we talked about: The Holistic Wealth Strategy and Dave’s formula for true net worth Infinite Banking Strategies  The importance of creating a vision and investing to your personal growth Wealth beyond financial measures Vision, goals, and planning for the year ahead   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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Dec 27, 2023 • 53min

Wealth Beyond Business: Legacy, Relationships & Mindset 

Today’s amazing guest is Chad Johnson, the embodiment of leveraging business success to create an extraordinary life. Chad's story isn't just about elevating his family's business to new heights; it's a testament to using entrepreneurial vision to nurture relationships and achieve balance. As the "Chief Inspiration Officer" of Ceramic Decorating Company, Chad's journey reflects a compelling blend of reviving a legacy business, fostering a self-managing team, and embracing the philosophy of Strategic Coach® to redefine success. In our conversation, Chad emphasized the true wealth derived from leaving a legacy of enriched relationships and a life filled with purpose. He also shared the value of a growth mindset and a thirst for continuous learning plus insights on the significance of prioritizing faith, family, and personal fulfillment.  Chad’s personal experiences transcend traditional business strategies, offering a blueprint for achieving success that encompasses personal fulfillment, meaningful relationships, and a well-balanced life. His experiences and adoption of Strategic Coach principles serve as a guiding light for individuals seeking holistic success in both their professional and personal spheres. In this episode we talked about: His Giant 5 Priorities in Life Returning to their family's business and his adoption of Strategic Coach principles Personal commitment to prioritizing relationships and work-life balance Fueling growth and implementing proven strategies for success True wealth derived from enriched relationships and a life filled with purpose   Connect with Chad: G5 Summit: Https://G5Summit.com    Linkedin: https://www.linkedin.com/in/chad-johnson-4747a92a/  Website: https://www.strategiccoach.com/  Family Business: https://www.ceramicdecoratingco.com/  Big Ski Family: https://www.thebigskifamily.com/  Instagram: https://www.instagram.com/thegiant5guy/    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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Dec 20, 2023 • 35min

Financial Liberation Through eQRP: Unveiling Secret Roadmap to Retirement Plan

In this episode, we dive deep into financial liberation with Parker Pursell, a true advocate for breaking financial barriers. Parker's journey from corporate mentoring at Chick-Fil-A to a pivotal role at Pursell Farms, coupled with a newfound passion during the COVID-19 pandemic, led him to helm eQRP, a beacon for individuals seeking financial freedom. Parker shares his inspiring narrative, illustrating how his personal journey informs his commitment to helping others become elevated versions of themselves. His servant leadership mindset shines as he empowers physicians, business professionals, and investors to discover their paths toward financial autonomy. Central to our discussion is the Enhanced Qualified Retirement Plan (EQRP), a revolutionary system challenging the status quo. Parker sheds light on how the EQRP provides a robust retirement solution and invaluable education that has traditionally been withheld from the workforce. He articulates how this system isn't merely about retirement; it's a gateway to a fulfilling, secure, and joyful life beyond one's career. Throughout this episode, Parker emphasizes the importance of transcending limitations imposed by conventional retirement plans. He offers insights, strategies, and a refreshing perspective on achieving financial security and contentment in later years. In this episode we talked about: His journey from corporate mentoring at Chick-Fil-A and his shift towards guiding others to financial freedom through eQRP Understanding the Enhanced Qualified Retirement Plan (EQRP) and its pivotal role in revolutionizing retirement solutions for professionals and businesses The main difference between eQRP versus Self Directed IRAs How to set up an eQRP tailored to individual and businesses  The importance of educating yourself, breaking free from financial constraints and achieving your financial goals.   Connect with Parker Pursell:  Website: https://eqrp.com/  Linkedin: https://www.linkedin.com/in/parker-pursell/  Financial Underdogs Podcast: https://open.spotify.com/show/6w4c8huzThFNlS7qPdw6RZ?si=966db116297240f6&nd=1&dlsi=0ad48fa8099e4562  Company Linkedin: https://www.linkedin.com/company/eqrp/  Contact: https://eqrp.com/contact/  Email: support@eqrp.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/   
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Dec 13, 2023 • 42min

Breaking Ground: The Power of Mindset Shift & Productivity Hacks for Investors

In this episode, we had the privilege of having Mr. Rick Jordan. A magnetic CEO whose ascent to the zenith of success was forged through unwavering determination and a treasury of hard-earned wisdom. Rick's journey reads like a saga of triumph, highlighted by appearances on nationwide networks including CBS, Fox, NewsNation, and Cheddar, solidifying his status as a sought-after personality in the business realm. As the founder of ReachOut, Rick's efforts took the company from its startup phase to a publicly traded entity, an accomplishment achieved without the reliance on external funding from private equity firms.  Throughout our captivating conversation, Rick generously shared invaluable insights on various pivotal aspects of his journey to success. One highlight was his deep dive into the business framework that catapulted ReachOut to the organization that it is today. His strategic approach, encompassing innovative methodologies and a relentless focus on execution, served as a blueprint for entrepreneurial success. We also talked about investor's self-limiting beliefs and mindset. Rick delved into the psychology that often hampers investors, exploring the subtle yet potent barriers that hinder their success. His keen observations illuminated the significance of mindset in navigating the volatile landscape of investments.  In this episode, we discuss: His company’s journey from startup to a publicly traded company Recognition and overcoming of self-imposed limitations for investor’s confident decision-making The importance of a transformative mindset in navigating current market fluctuations His daily routines and productivity hacks optimizing efficiency and time management   Connect with Rick Jordan: Website:https://www.rickjordan.tv/  Facebook: https://www.facebook.com/mrrickjordan  Youtube: https://www.youtube.com/channel/UCe2_SL846ZeMvI5PMaOL5bg  Instagram: https://www.instagram.com/mrrickjordan/?hl=en  Linkedin: https://www.linkedin.com/in/mrrickjordan/  Podcast: https://www.rickjordan.tv/podcast/    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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Dec 6, 2023 • 40min

Tax Advantages & Wealth Creation: Crafting Business Strategies in Commercial Real Estate

In today’s episode, we have Shannon Robnett, the illustrious Founder and CEO of SRI (Shannon Robnett Industries) and the esteemed host of Robnett's Real Estate Rundown. With a remarkable career spanning over 27 years, Shannon's footprint in the real estate industry surpasses $425MM in construction projects. Shannon’s expertise encompasses a wide spectrum, from multifamily housing to pivotal infrastructure like city halls, schools, and industrial complexes. His passion for delivering quality projects coupled with an adept understanding of syndication principles illuminated the path toward lucrative investments. Shannon Robnett is undeniably a trailblazer, providing a roadmap for anyone aspiring to thrive in the world of real estate and achieve unparalleled financial success. Throughout this conversation, Shannon divulged invaluable insights into syndicated real estate and the compelling advantages of tax-incentivized investing. His dedication to economic trend analysis and astute financial strategies is evident in his track record, consistently delivering top-tier projects that generate multiple streams of passive income for his syndicate partners. Shannon also shared his insights on leveraging commercial real estate for sustainable wealth creation. His grasp of these subjects unveils a wealth of knowledge that not only educates but also empowers individuals seeking financial freedom through real estate. In this episode, we discuss: Understanding the dynamics and benefits of syndicated real estate investments Leveraging tax incentives (45L Tax Credit) for optimizing investment returns and reducing liabilities Shannon's approach to achieving financial freedom through real estate investments His insights into analyzing economic trends for informed investment decisions   Connect with Shannon: Website: https://shannonrobnett.com/  Facebook: https://www.facebook.com/shannon.robnett.14  Instagram: https://www.instagram.com/shannonrayrobnett/  Linkedin: https://www.linkedin.com/in/shannonrobnett/  Youtube: https://www.youtube.com/user/MrShannonrobnett Podcast: https://shannonrobnett.com/podcast-new/  Email: info@shannonrobnett.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/ 
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Nov 29, 2023 • 55min

Wealth Strategies for Abundant Growth: Crafting Wealth Without Wall Street

In today’s episode Dave Wolcott, Joey Mure, and Russ Morgan delve into the transformative power of passive income and the journey towards financial freedom. Joey Mure, a seasoned serial entrepreneur, shares his insights gained from co-founding ventures like Wealth Without Wall Street and Wake Up In Birmingham. He emphasizes the importance of financial liberation through passive income, a philosophy he explores in his upcoming book, "Wealth Without Wall Street, 3 Steps to Freedom Through Passive Income."  Russ Morgan, Founder and Partner at Wealth Without Wall Street, brings his dynamic perspective to the conversation. Known for his innovative ideas and problem-solving skills, Russ's trajectory from an investment advisor to a driving force behind Wealth Without Wall Street reflects his passion for creating opportunities and empowering individuals.  In this conversation, Joey and Russ elaborate on the concept of passive income as the cornerstone of financial freedom. They delve into practical steps and strategies to build passive income streams, emphasizing the importance of diversification and long-term wealth creation. Drawing from personal experiences, Joey and Russ underscore the significance of core principles in achieving financial success. They stress the value of vision, education, perseverance, and adaptability in navigating the ever-evolving landscape of wealth creation. In this episode, we discuss: Strategies to develop diverse and sustainable income streams Importance of passive income for financial freedom Insights into Joey's transition from the financial industry to co-founding Wealth Without Wall Street Russ's evolution from an investment advisor to an innovative leader Investment tactics, asset allocation, and cultivating a growth-oriented mindset Connect with Joey and Russ:  Website: https://www.wealthwithoutwallstreet.com/  Facebook: https://www.facebook.com/wealthwithoutwallstreet  Youtube: https://www.youtube.com/channel/UC3gPe_2b_SSqnWw-llpE5zw  Linkedin: https://www.linkedin.com/company/wealth-without-wall-street  Instagram: https://www.instagram.com/wealthwithoutwallst  Podcast: https://www.wealthwithoutwallstreet.com/podcast  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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Nov 22, 2023 • 34min

Strategies of the Elite: Financial Playbook for Executives and Business Owners

Today we had the privilege of sitting down with Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor, who brought a wealth of knowledge and experience to the table. Frank is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management, catering to a select group of individuals, executives, and privately held business owners. With over 15 years of experience in the restaurant/hospitality industry, operating family-owned establishments in Fenwick Island, Delaware, Ocean City, and Salisbury, Maryland, he transitioned into the financial world in 2007. Launching a financial consulting firm within his family business, Frank began providing invaluable guidance in real estate development, tax management, and private investment. In today's episode, Dave and Frank delved into crucial topics, including the importance of having a succession plan in place. Frank shared his current market perspective, providing insights on real estate, and discussed key aspects of tax planning and considerations. What sets Frank apart is his ability to draw on his entrepreneurial background. Having successfully run his own companies, he applies his business acumen and the lessons learned to address the challenges and concerns his clients face. This unique perspective distinguishes him from other financial advisors. The conversation was not only informative but also offered practical advice that our listeners can apply to their own financial strategies. In this episode, we discuss: Frank's unique perspective, derived from over 15 years in the restaurant/hospitality industry and successfully running his own businesses Key aspects of tax planning, providing practical considerations and strategies for optimizing tax management in financial planning. The importance of having a succession plan in place for individuals, executives, and privately held business owners His current market perspective, his insights and analysis to navigate the complexities of the financial landscape   Connect with Frank:  Website: https://www.revxwealth.com/  Linkedin: https://www.linkedin.com/company/revolutionx-asset-management/  Facebook: https://www.facebook.com/RevXWealth  Instagram: https://www.instagram.com/revxwealth/  Twitter: https://twitter.com/revxwealth  Tel number: (601) 232-0011   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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Nov 15, 2023 • 42min

Wealth Strategies Unveiled: ​​Mastering the Buy Right, Manage Right & Finance Right Framework

Today we have the pleasure of hosting Gino Barbaro, a seasoned real estate investor, entrepreneur, and bestselling author. Gino's journey in the world of real estate has been nothing short of impressive, with a portfolio exceeding $100,000,000 in assets under management. Gino is also the co-founder of Jake & Gino, a multifamily real estate education company, and he shared insights into their unique framework: Buy Right, Manage Right & Finance Right ™. In this episode, you will have the chance to delve into the strategies that have propelled his success in the multifamily real estate arena. In this enlightening episode, Gino touched upon a variety of crucial topics that have been pivotal to his success in multifamily real estate. He shared his current market perspective, shedding light on the ever-evolving real estate landscape, and the opportunities he sees on the horizon.  He also delved into the core of his approach, the Buy Right, Manage Right & Finance Right ™ framework. He elaborated on the significance of acquiring properties at the right price, implementing effective management strategies to maximize cash flow and property value, and optimizing financing to enhance returns.  In this episode, we discuss: The Buy Right, Manage Right & Finance Right ™ framework Effective management strategies to maximize cash flow and property value Current market perspective in multifamily real estate and opportunities and challenges in the current real estate landscape Importance of acquiring properties at the right price and mitigating risks Connect with Gino: Linkedin: https://www.linkedin.com/in/gino-barbaro-03973b4b/  Website: https://jakeandgino.com/  Facebook: https://www.facebook.com/jakeandgino  Twitter: https://twitter.com/JakeandGino  Youtube: https://www.youtube.com/channel/UCc3wzHivzXxcgSTtDam4vnw  Instagram: https://www.instagram.com/jakeandgino/  Podcast: https://jakeandgino.com/podcast_lists-category/wheelbarrowprofiltspodcast/    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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