EP87: The Elite’s Holistic Wealth-Building Strategy - Dave Wolcott

A great perspective on how to migrate to wealth5 phases of holistic wealth-buildingWhat you don’t know about the traditional ways of building wealthHow the ultra-wealthy structure their wealth-building planTop 3 steps for vetting private syndication sponsors and operators Resources/Links Mentioned In This EpisodeRich Dad Poor Dad by Robert T. Kiyosaki | Kindle and PaperbackRich Dad's CASHFLOW Quadrant by Robert T. Kiyosaki | Kindle and Paperback  The Holistic Wealth Strategy by Dave Wolcott | Kindle, Paperback, and Hardcover  About Dave Wolcott Dave Wolcott's journey began as a Marine Corps Captain. Inspired by his triplet experience in 2000, he questioned conventional financial wisdom and started to unravel the wealth-building strategies of the top one percent. Over two decades, he founded multiple businesses, delved into alternative investments, and crafted The Pantheon Holistic Wealth Strategy—a guide to achieving unparalleled prosperity and holistic freedom.Today, as the CEO of Pantheon Investments, Dave aids entrepreneurs in passively building wealth through real estate and alternative assets. His book, "The Holistic Wealth Strategy," unveils a blueprint for authentic affluence and an extraordinary life. Hosting the "Wealth Strategy Secrets of the Ultra-Wealthy" podcast, Dave steers others away from stock market volatility towards dependable cash flow, tax efficiency, and growth. Connect with DaveWebsite: Pantheon InvestmentsPodcast: Wealth Strategy Secrets of the Ultra Wealthy | Apple Podcasts and SpotifyYoutube: Pantheon Invest Connect With UsTo connect with Saket Jain, as well as with other Migrate 2 Wealth listeners, and get the latest scoop on new and upcoming episodes, join Migrate 2 Wealth Community on Facebook. Follow Our Social Media Pages!LinkedIn: Saket JainInstagram: @migrate2wealthTwitter: @Migrate2WealthYouTube: Migrate 2 WealthTikTok: @migrate2wealth SponsorsBangerter Financial Services, IncDo you want to retire from land-lording through passive real estate? Look no further than us – we are your go-to experts for 1031 Exchanges and Alternative Tax Strategies. Visit https://1031.bangerterfinancial.com/1031guy to learn more! Sponsor Disclosure:Securities offered through Concorde Investment Services, LLC, member FINRA/SIPC. Bangerter Financial is independent of Concorde. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Investments in real e