In this episode of Capital Hacking, the hosts, Josh McCallen & John Edwin, interviews Dave Wolcott, the author of "The Holistic Wealth Strategy." Dave shares his journey from the Marine Corps to corporate America and eventually into the world of alternative investments. He emphasizes the importance of mindset, community, and access to building wealth and achieving financial freedom. Dave discusses the concept of Infinite Banking and the multiplier effect in investments. He also introduces the idea of a virtual family office, providing access to exclusive advisors and vetted investment opportunities.Dave's book, "The Holistic Wealth Strategy," offers a framework for building legacy wealth and living an extraordinary life. He highlights the significance of values, impact, relationships, and purpose beyond just financial success. Listeners are encouraged to focus on achieving freedom in various aspects of life, not just financial freedom. Dave also mentions his podcast, "Wealth Strategy Secrets of the Ultra Wealthy," and invites listeners to check out his website, Pantheon Invest, for more information.Ultimate Show Notes:[00:02:21] Dave Wolcott, shares his background and journey[00:05:15] Introduction to Pantheon and discussion on "The Holistic Wealth Strategy" book[00:07:38] Discussion on Infinite Banking and its benefits[00:10:09] Explanation of the concept of a virtual family office by Dave Wolcott[00:12:38] Discussion on the importance of a multi-family office and its services[00:18:16] Offering vetted deals and investment opportunities by Pantheon[00:23:59] Importance of mindset, community, and intellectual capital in wealth building[00:26:04] Discussion on tax mitigation, outperforming traditional investments, and real diversificationTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In this episode of Capital Hacking, we had the pleasure of interviewing Blake Dailey, a former Air Force officer turned successful real estate investor specializing in boutique hotels. Blake shared his journey from starting in residential real estate to transitioning into commercial real estate and eventually focusing exclusively on boutique hotels. He emphasized the concept of "manufactured confidence," highlighting the importance of taking action and learning through experience.Blake discussed the genesis of Boutique Hotel Con, an event he is hosting to provide a platform for entrepreneurs interested in the boutique hotel industry. He shared insights into the operations of boutique hotels, ranging from smaller, staff-light models to larger, more complex operations. The episode also touched on the upcoming Learn & Grow event and the opportunity for networking and learning in the real estate industry.Ultimate Shownotes:00:05:30 - Introduction of Blake Dailey and his background00:10:33 - Discussion on manufactured confidence00:14:26 - Manufactured confidence concept explained by Blake Dailey00:20:07 - Genesis of Boutique Hotel Con00:24:36 - Boutique Hotel Operations and Staffing00:28:17 - Blake Dailey's upcoming events and involvement in Learn & GrowTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In this episode of Capital Hacking, we had the pleasure of interviewing Keith Hohing, the owner-operator CEO of Comtekh Inc, an IT consulting company based in South Jersey. Keith shared his journey of starting his business and working with major clients like General Electric. He discussed the challenges and successes he faced over the 32 years in the technology industry.Keith highlighted the importance of building strong relationships with clients and the value of being hands-on with the software development process. He also introduced his latest venture, Kater 2, an event management software application that streamlines communication between servers and kitchen staff in the hospitality industry.Overall, the episode provided valuable insights into the world of technology, entrepreneurship, and the importance of building strong relationships in business.[00:00:46] Introduction to Keith Hohing and his background[00:02:16] Keith Hohing's journey with General Electric (GE)[00:09:58] Discussion on Y2K and its impact[00:13:17] Transition to the dot-com bubble era[00:17:12] Keith Hohing's unexpected journey into entrepreneurship[00:21:24] Introduction to the software application "Kater 2"[00:27:35] Keith's pivot towards event management software[00:32:08] Keith's inspiration from Chick-fil-A for software developmentTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In this episode of Capital Hacking, Kevin Taylor, delved into the power of mental capital and mindset by discussing key takeaways from the classic book "As a Man Thinketh" by James Allen. I highlighted the importance of positive thinking, the metaphor of the mind as a garden, and the impact of thoughts on physical health. I also emphasized the idea that circumstances do not define us but reveal our character, and how thoughts must be accompanied by actions to achieve goals. Additionally, I touched on the significance of having a clear vision and ideals to shape one's life, and the importance of thought control in finding inner peace. Through examples and anecdotes, I illustrated how mindset and psychology play a crucial role in personal growth and success. Join me next week for more insights on enhancing mental capital and creating a positive mindset to add value to the world around you. Remember, serenity comes from thought control. Thank you for listening and don't forget to share the episode with your friends and family. Let's continue to make a difference together.Ultimate Shownotes[00:01:36] Introduction to "As a Man Thinketh" by Kevin Taylor[00:02:32] You Become What You Think[00:03:04] Your Mind is a Garden [00:03:36] Thoughts Affect You Physically[00:04:29] Circumstances Don't Make You, They Reveal You[00:05:11] Thoughts and Actions Go Hand in Hand[00:07:11] Your Vision and Ideals Shape Your Life[00:08:36] Serenity Comes from Thought ControlTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In this episode of Capital Hacking, We had the pleasure of interviewing Jamie Gruber, a master podcaster and the founder of GoBundance Emerge. Jamie shared valuable insights on his approach to podcasting, emphasizing the importance of thorough research and asking unique questions to engage guests. He discussed the concept of setting goals and the power of collaboration, drawing examples from his interviews with influential figures like Jesse Itzler and Grant Cardone. Jamie's dedication to providing depth and authenticity in his interviews was evident throughout our conversation. Listeners can connect with Jamie on Instagram at @thejamiegruber and learn more about GoBundance Emerge at gobundanceemerge.com.Ultimate Show Notes:[00:05:30] Living in the Dominican Republic[00:13:42] Discussion on GoBundance and Emerge[00:20:12] Light-hearted Interactions[00:25:05] Podcasting Techniques and Strategies[00:32:53] Researching for Podcast Interviews[00:37:59] Where to Connect with Jamie GruberTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In this episode of Capital Hacking, Kevin Taylor discusses the top five roadblocks entrepreneurs face when trying to scale their businesses and wealth. These roadblocks include limiting beliefs, lack of a strategic plan, lack of systems for support, poor time management, and lack of execution. I emphasized the importance of adding value, building trust, and strengthening relationships in both personal and business aspects. Additionally, I shared insights on having a great state, defining your identity, setting high standards, and taking action to achieve excellence. The episode concluded with a reminder to focus on passion and profit and to continuously work on improving mindset and adding value to the world. Overall, the episode aimed to provide valuable insights and strategies for listeners to overcome obstacles and succeed in their endeavors.Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-action-academy-millionaire-mentorship-for-your/id1588326291?i=1000593433299Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In this episode of Capital Hacking, host Josh McAllen interviews Jeff Rutt, a successful entrepreneur and founder of Hope International. Jeff shares his journey from a dairy farm to building homes and empowering individuals through microloans. He discusses the concept of "Toxic Charity" and highlights the impact of providing loans that lead to dignity and sustainability. Jeff encourages listeners to pray, get involved, and support Hope International financially. He also mentions the opportunity to join preset trips to witness the organization's work firsthand. Jeff's dedication to making a positive impact inspires listeners to contribute to changing lives globally.Ultimate Shownotes:[01:10] - Jeff Rudd's Background and Journey from Dairy Farming to Home Building[02:05] - Introduction to Hope International and Toxic Charity Concept[05:22] - Keystone Custom Homes Overview[11:30] - Process of Building a Neighborhood[16:38] - Comparison of Keystone Custom Homes with Public Builders[20:36] - Discussion on Hope International and Empowering Communities[25:29] - Impact of Hope International and Invitation for Support[32:14] - Personal Stories of Charity Work and Impact[35:38] - Ways to Get Involved with Hope International[40:15] - Information on Upcoming Events and Trips with Hope InternationalTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In this episode of Capital Hacking, I had the pleasure of hosting Kevin Taylor, an elite EOS implementer and former banker turned entrepreneur. Kevin shared insights from the book "Entrepreneurial Leap" by Geno Wickman, highlighting the key traits and characteristics of successful entrepreneurs. He emphasized the importance of being a visionary, passionate, a problem solver, driven, a risk-taker, and responsible. Kevin also discussed the challenging characteristics of entrepreneurs, such as trouble staying focused and being disorganized. He concluded by encouraging listeners to reflect on their own mindset and consider how they can add value to the world around them. Overall, it was an insightful episode that provided valuable insights into the world of entrepreneurship and the mindset required for success.Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

This insightful episode is on capital hacking with special guest Terry Rossi, a successful entrepreneur and investor. In this episode, Terry shares his journey of selling his IT services business to private equity and offers valuable insights into making a successful exit. From working with investment bankers to mastering digital marketing, Terry provides practical advice for business owners looking to maximize their value and prepare for a successful exit.Terry also discusses the transformative role of mentorship, business operating systems like Scaling Up, and strategic partnerships with managed service providers in today's digital landscape. Discover how Terry's dedication to learning and these key relationships led to his success and how he is now inspiring and helping other businesses achieve their goals.Take advantage of this engaging conversation filled with valuable tips and strategies for business owners at every stage of their journey. Subscribe to Capital Hacking for more inspiring episodes and practical advice to help you on your entrepreneurial journey. Let's hack capital together!Ultimate Show Notes:[00:00:00] - Introduction[00:02:17] - Terry Rossi's Background and Introduction[00:04:10] - Solicitations to Buy the Business[00:06:15] - Importance of Using an Investment Banker[00:10:05] - Terry's Goals Post-Exit[00:12:32] - Terry's Involvement in Digital Marketing[00:16:17] - Managed Services Contracts and Company Growth[00:20:38] - Discussion on Family and Children[00:22:04] - Cybersecurity Liabilities and Risks[00:24:03] - Terry's Learning Journey and Mentorships[00:26:26] - Mentors and Partnerships in Business[00:28:30] - STS Capital and Exit StrategiesTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In this episode of Capital Hacking, Kevin Taylor, discussed the importance of surrounding yourself with the right people to enhance your mindset and psychology. Drawing insights from "The Mindset Mentor with Rob Dial," Kevin shared three key takeaways. Firstly, the significance of changing the people you surround yourself with to positively impact your life. Secondly, the caution against pushing new life-changing ideas onto others, as it may have the opposite effect. Lastly, Kevin emphasized the importance of being a lighthouse rather than a tugboat in guiding and influencing others. Ultimate Show Notes:[00:01:36] Mental Capital and Podcast Sources[00:02:06] Top Three Takeaways from "Mindset Mentor with Rob Dial"[00:04:45] The Parable of the Lighthouse and the TugboatListen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-mindset-mentor/id1033048640?i=1000579907810 Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify