Passive Investing - Dave Wolcott

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Welcome to another episode. Today, we're thrilled to introduce Dave Wolcott, a true visionary in the realm of holistic wealth building. Dave's journey from serving as a Captain in the Marine Corps to becoming the Founder and CEO of Pantheon Investments is nothing short of inspiring.

Join us as Dave shares his invaluable insights into passive investing with a particular focus on alternative assets and crafting a holistic wealth strategy. Drawing from his extensive experience, Dave delves into the asset classes that Pantheon Investments focuses on, revealing strategies for high net worth individuals to decrease taxes and invest in energy and real estate.

In this episode, Dave unveils a unique opportunity involving a ground-up development build-to-rent project in Fort Lauderdale, while also shedding light on the benefits of investing in private equity, including the merchant cash advance industry. He emphasizes the pivotal role of personal development and mindset in achieving wealth and success, sharing his morning success routine and advocating for investing in oneself.

Whether you're a seasoned investor or just starting on your wealth-building journey, Dave's wisdom is sure to enlighten and empower. Tune in now to gain exclusive access to Dave Wolcott's expertise and discover the keys to unlocking true financial freedom and living an extraordinary life. This episode is not to be missed!

TIMESTAMPS

00:46 - Guest Introduction: Dave Wolcott

03:48 - Alternative assets and building a holistic wealth strategy

07:32 - Asset classes Pantheon Investments focuses on

08:29 - The importance of decreasing taxes and investing in energy and real estate for high net worth individuals

10:37 - A unique opportunity involving a ground-up development build-to-rent project in Fort Lauderdale

12:47 - The benefits of investing in private equity, including the merchant cash advance industry

16:09 The importance of personal development and mindset in achieving wealth and success

18:08 - Thinking outside the traditional finance strategies

21:47 - Personal Development and developing a vision for one’s self

26:32 - Practices for developing focus

29:59 - Advice to younger self and the value of investing in oneself

Connect with the Guest:

Website: https://pantheoninvest.com/

Linkedin: https://www.linkedin.com/in/dave-wolcott-863306/

Instagram: https://www.instagram.com/pantheoninvest/

Linktree: https://linktr.ee/pantheoninvest

#PassiveInvesting #PassiveIncome #RealEstate