EP12 - Infinite Banking & Other Wealth Management Strategies with Dave Wolcott

Host: Casey SilveriaGuest: Dave WolcottDave Wolcott started his career serving the country as a Captain in theMarine Corps. In 2000 he and his wife won the baby lottery having tripletswhich inspired him to challenge the traditional financial planning advice ofWall Street. He then started an obsessive journey to understand how the topone percent were building their wealth.A serial entrepreneur at heart, Dave spent the next 20 years building severalbusinesses, investing in alternative assets and creating The Pantheon HolisticWealth Strategy: the playbook to becoming ultra-wealthy and having not onlyfreedom of money, but freedom of purpose, time and relationship.Today, Dave is the Founder and CEO of Pantheon Investments and is morepassionate than ever about helping entrepreneurs build wealth by passivelyinvesting in superior real estate and alternative assets that providepredictable cash flow, tax efficiency, and upside potential as a reliablealternative to the volatility of the stock market. Dave is the author of “TheHolistic Wealth Strategy”, A Framework for Building Real Wealth and Livingan Extraordinary Life and is also the host of the popular “Wealth StrategySecrets of the Ultra-Wealthy” podcast.Connect with Dave:www.pantheoninvest.comwww.pant....heoninvest.com/wealt (free copy of their wealth strategy)Connect with Farmers Capital Group: https://farmerscapitalgroup.com/Invest with us: https://farmerscapitalgroup.com/join/Socials: https://linktr.ee/caseysilveriaLinkedIn: https://www.linkedin.comYouTube: https://www.youtube.comShow notes:0:44 Dave's background and journey with family4:54 Macro dynamics of investing, in different assets, where there is different kind of supply and demand imbalance.5:50 Oil and Gas investment (PRP-Proven developed production)9:34 Time frame to build new supply in the market10:30 - Offsetting active income vs real estate passive income13:45 How does Infinite Banking works19:30 Arbitrage benefits21:25 Infinite banking solution: Register to pantheoninvest.com, sign up and connect 22:28 Overcoming hurdles quickly29:45 "Crystal clear vision"