Wealth Strategy Secrets of the Ultra Wealthy Podcast

In this episode, we are thrilled to welcome Mark J. Kohler, M.PR.A., C.P.A., J.D., a distinguished Founding and Senior Partner at KKOS Lawyers. Mark is renowned for his expertise in tax, legal, wealth, estate, and asset protection planning. Mark has dedicated his career to helping clients navigate the intricate landscapes of legal and financial matters to achieve their American Dream. As a co-founder and Board Member of the Directed IRA Trust Company, Mark has been at the forefront of innovative financial solutions, launching the Main Street Certified Tax Advisor Program to empower CPAs and Enrolled Agents across the nation. During our conversation, Mark delves into the importance of asset protection and tax strategy for entrepreneurs and small business owners, offering invaluable advice on how to build and preserve wealth. He also breaks down complex topics such as legal and tax strategies, asset protection, investing, and wealth growth into understandable and actionable insights. Mark's commitment to simplifying the complexities of the financial world has made him a trusted expert and a beacon for those seeking financial security and business success. In this episode we talked about: Importance of asset protection and tax strategy for entrepreneurs and business owners Tips for building and preserving wealth in today's financial landscape Practical advice for achieving financial security and business success Importance of financial education and empowerment for CPAs and Enrolled Agents Click here to read more: https://pantheoninvest.com/episode127/

In the latest episode of Wealth Strategy Secrets of the Ultra Wealthy, I had the privilege of hosting Jan Petke, founder and managing partner of C100Global. Jan brings a wealth of experience and a unique perspective on managing and preserving significant wealth. As the leader of a UNHWI CentiMillionaire Peer Advisory Board, Jan is dedicated to guiding wealth creators and their families through the intricate challenges that come with substantial financial success. In our discussion, Jan shared his philosophy that "The goal isn't to live forever—the goal is to produce something that will!" This mindset encapsulates his approach to wealth management, emphasizing the importance of creating lasting legacies and impactful contributions. Jan's insights are invaluable for anyone looking to navigate the multifaceted world of wealth, and this episode is packed with strategies and wisdom that can benefit both current and future wealth stewards. In this episode, we talked about: Jan's background and career journey Founding and managing C100Global, a UNHWI CentiMillionaire Peer Advisory Board Importance of legacy planning in wealth management and encouragement for wealth creators to focus on legacy and impact Actionable strategies for managing and preserving significant wealth Click here to connect with Jan: Youtube: https://www.youtube.com/channel/UCNk5HPln1YqPC8Y0qqYSGEg Linkedin: ​https://www.linkedin.com/in/janpetke/?originalSubdomain=de Instagram: https://www.instagram.com/jan_petke/?locale=en_gb Twitter: https://x.com/janpetke?lang=en 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, we have Jason Nees, Pantheon Investments Portfolio Manager and we dive into a comprehensive discussion about the current state of the economy, particularly with a focus on market updates, opportunities, and risks for capital allocation. We tackle and provide you with a macroeconomic assessment, highlighting the resilience in some areas while expressing concerns about consumer behavior and mixed performance across different sectors in the stock market. Our conversation delves into the upcoming political landscape and its potential impacts, including the effects of the election on stimulus measures and deficit spending. We also touch on policies surrounding the 1031 exchange and the importance of sticking to core fundamentals in capital allocation. We also take a look at the rise in interest rates and its impact on distressed real estate markets, presenting future opportunities. Private credit is noted as a complex and growing asset class, with inherent risks in exotic issuances and default rates under uncertain economic conditions, reflecting the intricate balancing act required for strategic capital allocation in the current environment. In this episode we talked about: The current state of the economy, focusing on market updates, opportunities, and risks for capital allocation. The upcoming political landscape, including the effects of the election on stimulus measures and deficit spending, and policies surrounding the 1031 exchange. Consumer spending trends and the dichotomy in discretionary expenses versus travel and entertainment, along with stock market valuations and opportunities in small caps. Challenges in real estate markets, particularly multifamily transactions, and the role of private credit in providing quicker approvals compared to traditional banks, despite higher risks in a weak economy. Connect with Jason: Linkedin: https://www.linkedin.com/in/jnees 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In the latest episode, I had the incredible pleasure of hosting Vered Kogan, a powerhouse in the field of mindset coaching and transformational change. Vered is not only a keynote speaker and author, but she is also the CEO of the Momentum Institute, where she leads with a vision to help individuals and organizations break through mental and emotional barriers to achieve extraordinary success. What sets Vered apart is her mastery of a variety of modalities for rapid transformational change. She is highly trained in Neuro-Linguistic Programming (NLP), Emotional Freedom Techniques (EFT) Tapping, Havening Techniques, Hypnotherapy, HeartMath, and Yoga Nidra. These diverse methodologies enable her to tailor her approach to meet the unique needs of each individual and organization she works with, fostering deep and lasting change. In our conversation, Vered shared invaluable insights from her experience and expertise. We delved into the practical applications of her methods and how they can be used to overcome limiting beliefs, manage stress, and harness the power of the mind to achieve peak performance. Vered's wisdom and actionable strategies are sure to resonate with anyone looking to elevate their mindset and unlock their full potential. This episode is a must-listen for those committed to personal growth and looking to navigate the challenges of our ever-changing environment with confidence and resilience. In this episode, we talked about: Her journey from from Civil Engineering to Mindset Coaching Defining mindset and its influence on personal and professional success The core fears and tips for navigating change with a resilient mindset Techniques for stress management and emotional resilience Connect with Vered: Website: ​https://www.momentuminstitute.com/ Podcast: https://podcasts.apple.com/us/podcast/the-mindset-game-podcast/id1527025040 Instagram: https://www.instagram.com/veredkogan/?hl=en Linkedin: https://www.linkedin.com/in/veredkogan/ Youtube: https://www.youtube.com/c/VeredKogan Email: [email protected] 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In our latest episode, we had the privilege of sitting down with Andrés Preschel, an extraordinary individual whose journey from overcoming personal health challenges to becoming a leading figure in the world of applied physiology and wellness is nothing short of inspiring. Diagnosed with Attention Deficit Disorder (ADD) at a young age, he faced numerous health issues resulting from medication, including anxiety, insomnia, and body dysmorphia. Despite these challenges, Andrés harnessed the support of his family and friends, turning his life around through a dedicated focus on health and the development of new habits. [CLICK HERE TO LISTEN NOW] Andrés' deep dive into the fitness world began in 2017, partnering with Dr. Moises Roizental to create lifestyle medicine and longevity programs. He has co-authored a book and led webinars reaching tens of thousands, covering crucial topics such as Intermittent Fasting, Longevity, and Exercise Physiology. As the founder of Know Your Physio and a founding member at Drym Health, Andrés is at the forefront of creating innovative Remote Monitoring and Lifestyle Data Analytics solutions. His work aims to help ambitious individuals and teams achieve longer, healthier, and more fulfilling lives. [CLICK HERE TO LISTEN NOW] In this episode, we talked about: Diagnosis and management of ADD, including challenges with medication What does an optimal health mean? Overcoming health issues and the four pillars of optimized health Strategies for optimizing health, performance, and achieving a fulfilling life Connect with Andres: Website: https://andrespreschel.com/ Linkedin: https://www.linkedin.com/in/andrespreschel/ Twitter: https://twitter.com/AndresPreschel Instagram: https://www.instagram.com/andrespreschel/ Youtube: https://www.youtube.com/channel/UC8eRVkjlU658GVemC57r7yg Email: [email protected] Podcast: https://andrespreschel.com/podcast-kyp/ 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode we have Nic Peterson, a dynamic entrepreneur and the co-founder of Mastery Mode. Nic's impressive portfolio includes co-founding multiple successful companies such as Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics, now known as Trevor Kashey Nutrition. With a track record of founding or co-founding over half a dozen companies that have achieved seven or eight-figure revenues, Nic brings a wealth of experience and insights to the table. Throughout our conversation, Nic shared his journey from experiencing significant successes to enduring challenging failures. His approach is deeply rooted in being a perpetual student, constantly developing new skills and learning from every venture he undertakes. Nic emphasized the importance of implementing lessons learned, which has been a cornerstone of his growth and success. Nic's current focus with Mastery Mode is on helping business owners, consultants, and service providers build robust systems and operations. Tune in to this episode for an engaging and insightful discussion with Nic Peterson, and learn how his strategies can help you achieve your business goals. In this episode, we talked about: His personal journey of founding multiple companies, detailing the successes he has celebrated and the valuable lessons learned from his failures. Important concepts from his book Bumpers: The Framework for Finding Your Personal Abundance, Maximum Productivity, Greatest Profits and Highest Quality of Life How creating efficient systems and robust operations can help business owners, consultants, and service providers leverage their time and increase profitability. The significance of continually developing new skills and implementing learned lessons to drive personal and professional growth. Connect with Nic: Website: https://www.nicpeterson.com/ Instagram: https://www.instagram.com/nicpeterson23/?hl=en Linkedin: https://www.linkedin.com/in/nic-peterson/ Book: https://www.amazon.com/Bumpers-Framework-Personal-Abundance-Productivity/dp/1956955348 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we have Christopher Larsen, the dynamic founder and Principal of Next-Level Income. Chris, who transitioned from an 18-year career in the medical device industry to a successful investor and educator, shares his journey towards financial independence and his passion for helping others achieve the same. Over the years, Chris has diversified his investment portfolio to include development projects, private lending, distressed debt, and commercial properties. Since 2016, he has been syndicating commercial real estate deals and has been involved in over $1 billion worth of real estate acquisitions. In our enlightening conversation, Chris Larsen shared several key insights that are crucial for anyone aspiring to achieve financial independence. Chris's experience spans various sectors, including development projects, private lending, distressed debt, and commercial properties, demonstrating how a well-rounded approach can lead to substantial growth. Another significant insight Chris provided was the power of education and strategic networking. He underscored the necessity of continuous learning and staying informed about market trends and investment opportunities. In this episode, we talked about: Finding purpose and resilience through experiencing hardships and overcoming challenges The role of education and continuous learning in achieving financial independence His personal experience in real estate investing and his investing thesis Tips for aspiring investors on taking the first steps toward financial independence Connect with Chris: Website: https://nextlevelincome.com/ Facebook: https://www.facebook.com/nextlevelincomeshow Linkedin: https://www.linkedin.com/in/nextlevelincome/ Instagram: https://www.instagram.com/thenextlevelincomeshow/ Contact: 828-768-8700 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we had the honor of having Salvatore M. Buscemi, a titan in the realms of finance and real estate. With a storied career and an enviable portfolio, Salvatore has cemented his reputation through astute investment strategies and dynamic leadership roles. As the CEO and Co-Founding Partner of HRN, LLC, Salvatore spearheads a private multi-family investment office that boasts a diverse range of successful ventures. His prowess extends to his role as CEO of Dandrew Partners Capital Management, where he navigates the complexities of various investment vehicles across commercial real estate, credit, fine art private credit facilities, and more. In our captivating discussion Salvatore shared an insider's perspective on the intricacies of real estate finance and private equity investment. His deep dive into targeted allocations, particularly in emerging sectors like life sciences, illuminated the pathways to success in a rapidly evolving market. His insights into navigating special situations and capitalizing on basis-driven opportunities underscored the importance of agility and foresight in today's investment landscape. Moreover, Salvatore's pragmatic approach to fund management offered invaluable lessons for both seasoned professionals and budding entrepreneurs alike. In this episode, we talked about: Salvatore Buscemi's background and career trajectory from Goldman Sachs to CEO and Co-Founding Partner of HRN, LLC Diversification across multiple asset classes, including commercial real estate, credit, fine art private credit facilities, and life sciences investments Authorship of books on fund management and real estate private lending Insights into real estate finance, private equity investment strategies and capitalizing on basis-driven opportunities Connect with Salvatore: Website: https://investinglegacy.com Personal Website: https://salvatorebuscemi.com/ LinkedIn : https://www.linkedin.com/in/salvatore-buscemi/ Instagram: https://www.instagram.com/salvatorembuscemi/?hl=en Facebook: https://www.facebook.com/salvatore.buscemi.589 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we had the pleasure of sitting down with the incredible Jay Conner, a real estate mogul whose success story is nothing short of inspiring. Jay's journey in the real estate industry began in 2003 in a modest town of 40,000 people, where he started buying and selling houses. Fast forward to today, and Jay's profits are soaring, averaging an impressive $78,000 per deal! With over 475 houses rehabbed and a staggering $118 million in transactions under his belt, Jay has truly mastered the art of real estate investment. His passion for motivating and educating fellow real estate investors shines through as he shares his expertise on raising private money without ever having to ask for it. With over 2,000 real estate investors personally coached by Jay, it's clear that his knowledge and guidance are invaluable to those seeking success in the industry. Jay shared his expertise on the art of raising private money without the need to directly ask for it, highlighting the importance of building genuine relationships and trust within the real estate community. With his wealth of experience as a commercial developer and seasoned investor, Jay's guidance on personal development resonated deeply, inspiring listeners to cultivate a mindset of growth and resilience. In this episode, we talked about: Jay's background and how he started buying and selling houses using private money lending The importance of Private Money Lending versus Institutional Money The important lessons he learned in the industry and being in this business Lending process and the ideal borrower qualifications Connect with Jay: Website: https://www.jayconner.com/ Linkedin: https://www.linkedin.com/in/privatemoneyauthority Podcast: https://podcasts.apple.com/us/podcast/raising-private-money-with-jay-conner/id1377723034 Youtube: https://www.youtube.com/channel/UCZfl6O7pRhyX5R-rRuSnK6w Free Book: https://www.jayconner.com/book 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we had the pleasure of hosting Patrick Grimes, a true titan in the world of alternative investments and real estate. Patrick is the founder of Passive Investing Mastery, a company dedicated to empowering investors with the knowledge and tools they need to diversify their portfolios effectively. He's also the mastermind behind InvestOnMainStreet.com, a private equity firm boasting a portfolio of multifamily real estate valued at a staggering $600M+, spread across over 4,000 units in the southeastern United States and Texas. Patrick also reflects on the transformative power of persistence, resilience, and adaptability in overcoming challenges and seizing opportunities in the ever-evolving investment landscape. He encourages listeners to embrace a growth mindset, embrace calculated risks, and embrace continuous learning. Drawing from his own experiences and successes in the industry, Patrick shares practical tips for aspiring investors looking to enter the real estate market. He emphasizes the importance of education, networking, and aligning with reputable partners and sponsors to navigate the complexities of real estate investing effectively. In this episode, we talked about: Patrick's background and his transition from being a passive investor to an active investor Valuable attributes that makes a successful investor His specific wealth management and strategies and current market cycle Alternative investing and challenges with the traditional investing models Connect with Patrick: Website: https://passiveinvestingmastery.com/ Patrick's Free Book: Passiveinvestingmastery.com/book Facebook: https://www.facebook.com/PassiveInvestingMastery Linkedin: https://www.linkedin.com/in/patricksgrimes/ Amazon: https://www.amazon.com/author/patrickgrimes Email: [email protected] Phone Number: (209) 403-6096 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In today's episode, we had the honor of having Bronson Hill, the Managing Member of Bronson Equity. With an impressive portfolio boasting 2000 multifamily units valued at over $200 million, Bronson is a powerhouse in real estate investment. He's also the co-leader of the thriving in-person multifamily meetup, Investor to Investor (ITI), based in Glendale, CA. Bronson shared insights gleaned from his extensive experience, having engaged personally with over 1500 investors, raising an astounding $40 million for real estate ventures and his innovative ATM Machine Fund deals. One of the highlights of our conversation was Bronson's exclusive mastermind for affluent passive investors. Within this community, members are offered unparalleled investment opportunities in a growth-oriented environment. Bronson's commitment to providing value and fostering growth within his community is truly commendable. Bronson's deep understanding of the investor mindset is evident not just in his achievements but also in his dedication to education. As the host of The Mailbox Money Show, he's committed to empowering others on their journey to financial freedom. His book, "Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less," serves as a blueprint for those looking to break free from the chains of traditional employment. Tune in to this episode as we delve deep into the strategies and principles behind Bronson Hill's remarkable success and uncover the secrets to achieving financial independence through strategic investing. In this episode, we talked about: Insights from his book Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less His expert insight and perspective about passive investing vs growth Bronson's personal investment thesis and stand with the current market economic cycle The importance of mindset, vision and having long term goals Connect with Bronson: Facebook: https://www.facebook.com/BronsonEquity LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany Youtube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg Instagram: https://www.instagram.com/bronsonequity/ 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today's guest is none other than Andrew Reichert, the CEO and Founder of Birgo, a prominent private equity real estate firm based right here in Pittsburgh. With a staggering $312 million in assets under management spanning over 3,400 multifamily units, Andrew is a titan in the real estate investment arena. His keen entrepreneurial spirit not only drives the success of his business ventures but also extends to his vision for the future of real estate and entrepreneurship. Andrew's dedication to community involvement serves as an inspiration, demonstrating that success is not only measured by financial achievements but also by the positive impact one can make in the lives of others. Throughout our conversation, Andrew delves into his entrepreneurial journey, having founded four companies and contributed to numerous startups. We explore Birgo's strategies for raising capital, purchasing, and effectively managing multifamily residential real estate, shedding light on key market insights and investment strategies. Additionally, Andrew shares his passion for community involvement and nonprofit work, including his commitment to financial literacy through a nonprofit he founded and his active participation in local charities. In this episode, we talked about: Andrew's Entrepreneurial journey, his background and leadership Transitioning to multifamily syndications and his real estate investment strategies His current market insights and debt underwriting process Personal insights and advice about the importance of community work and his involvement in non profit organizations Connect with Andrew: Website: https://www.birgo.com/capital Facebook: https://www.facebook.com/birgocapital Instagram: https://www.instagram.com/birgocapital/ Linkedin: https://www.linkedin.com/company/birgocapital/ Podcast: https://podcasts.apple.com/us/podcast/real-returns/id1642761377 Youtube: https://www.youtube.com/@realreturns Click here to read more: https://pantheoninvest.com/wealth-wisdom-and-worth-lessons-from-the-forefront-of-entrepreneurship/

In this episode, we had the distinguished honor of hosting Charlie Garcia, a distinguished figure whose life journey is a testament to the power of service, leadership, and love. With a multifaceted background spanning public service, military accolades, and impactful contributions to the intelligence community, Charlie's story is one of unwavering commitment to bettering society. Charlie's accolades speak volumes about his dedication to public service, as evidenced by his receipt of the Distinguished Public Service Medal for his efforts to enhance candidate diversity across military service academies during the administrations of Presidents Obama and Bush. Additionally, his commendable work in war-torn Central America in the 1980s earned him the prestigious Defense Meritorious Service Medal. Beyond his illustrious career in public service, Charlie is a prolific thought leader, having founded R360, a community of centimillionaires that are creating massive impact in the world. Charlie also authored two best-selling leadership books that have resonated with readers globally in over ten languages. Charlie shares valuable insights into effective leadership principles. His leadership philosophy serves as a guiding light for aspiring leaders seeking to make a positive impact in their respective spheres of influence. At the core of Charlie's ethos lies a profound commitment to service, underpinned by an abiding love for his country. Each day, he renews his pledge to utilize his gifts for the betterment of society, embodying the essence of true leadership and selflessness. Join us as we delve into Charlie's remarkable journey, uncovering invaluable insights into the art of service, leadership, and living a life driven by purpose and love. In this episode, we talked about: His background, distinguished career in public service, and transformative work in business and entrepreneurship Wealth beyond financial assets, encompassing elements such as family, relationships, and personal fulfillment R360's archetypes framework for understanding investors' risk profiles and behaviors The significance of family as a source of true wealth and fulfillment Click here to read more: https://pantheoninvest.com/wealth-wisdom-and-worth-lessons-from-the-forefront-of-entrepreneurship/

Today, we have a remarkable guest with us, Dustin Baker, a true visionary entrepreneur who has been making waves in the health and fitness industry for over a decade. Dustin's journey is nothing short of inspiring as he acquired BioProtein Technology, aiming to revolutionize natural wellness. His extensive collaboration with elite athletes, physicians, and military personnel underscores his commitment to optimizing human health. As the founding president of BioProtein Technology and BioPro+, Dustin has spearheaded the development of the first non-synthetic alternative to HGH and peptide treatments, promising faster, easier, and safer results. During our conversation, Dustin shares his passion for reshaping the industry with breakthrough alternatives to prescription Human Growth Hormone (HGH) and peptide treatments. His brainchild, BioPro+, stands as a testament to his dedication to providing safe and effective solutions for vitality and longevity. What sets Dustin apart is not just his entrepreneurial spirit but also his unwavering commitment to empowering individuals without compromising safety. Through his leadership, BioPro+ has emerged as an unparalleled beacon of innovation in the field of natural wellness. In this episode, we talked about: Dustin's entrepreneurial journey in the health and fitness industry His vision to revolutionize natural wellness and personal thoughts about anabolic and catabolic workouts The promise of BioPro+ for faster, easier, and safer results compared to synthetic alternatives Insights into Dustin's morning routine, his leadership and entrepreneurial strategies Connect with Dustin: Linkedin: https://www.linkedin.com/in/dustin-baker-31585a82/ Website: https://www.bioproteintech.com/ Email: [email protected] Instagram: https://www.instagram.com/bioproteintech/?hl=en Click here to read more: https://pantheoninvest.com/optimizing-human-performance-breaking-barriers-in-health-fitness-and-vitality/

Today, we're diving deep into the world of senior housing and assisted living with none other than Isabelle Guarino, the COO of Residential Assisted Living Academy. For the past decade, Isabelle has been at the helm, ensuring smooth operations and keeping everyone on task. Her expertise in senior housing has earned her recognition as one of the "Top Influencers in Senior Housing," and she's a two-time recipient of Aging Media's prestigious "Future Leaders of Assisted Living" award. In this episode, Isabelle shares invaluable insights into the booming senior housing industry, offering listeners a glimpse into the strategies and secrets that have propelled her to the top of her field. She also delved into the key factors driving the success of Residential Assisted Living Academy and the broader senior housing market. She emphasized the importance of providing high-quality care and personalized services to residents, highlighting how these principles have been central to their company's growth and reputation. Tune in as we uncover the wealth-building opportunities hidden within senior living, and learn from the best in the business. This is an episode you won't want to miss! In this episode, we talked about: Her knowledge and expertise in Residential Assisted Living The current markets and identification of emerging trends and demographics in senior housing Understanding the potential for rental income and property appreciation in senior living facilities Leveraging tax advantages specific to real estate investments in the senior housing sector Click here to read more: https://pantheoninvest.com/the-silver-lining-unveiling-wealth-strategies-in-senior-living/

​​In today's episode, we had the honor of hosting Dan Sullivan, the founder and president of The Strategic Coach Inc. With over 40 years of experience as a speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups, Dan is a true visionary in the world of business. Dan's ability to simplify complex concepts and provide actionable strategies will surely resonate, offering practical insights that can be applied immediately to enhance your business performance. His dedication to empowering entrepreneurs to embrace their unique strengths and leverage them for success is truly inspiring. Throughout the episode, Dan shared his deep insights into entrepreneurship and his strong belief in its power to transform lives. He discussed the core principles behind his successful coaching program at Strategic Coach®, emphasizing its focus on helping entrepreneurs achieve their fullest potential both in their businesses and personal lives. Dan also delved into his extensive body of work, he highlighted the importance of continuous growth and improvement, Dan's wealth of experience and wisdom truly made this episode an invaluable resource for entrepreneurs striving for success in both their professional and personal endeavors. Tune in and discover the secrets to unlocking your full potential with Dan Sullivan. In this episode, we talked about: His background and over 40 years of experience as a speaker, consultant, and coach to entrepreneurial individuals and groups. The two the concepts about freedom, both in business and personal life The significance of self-investment in personal and professional development. Value of continuous learning, skill acquisition, and personal growth in entrepreneurship Click here to read more: https://pantheoninvest.com/mastering-the-art-of-strategic-thinking-with-dan-sullivan-lessons-from-40-years-of-experience/

Today, we had the pleasure of hosting Jim Sheils, a distinguished guest with a multifaceted career spanning real estate investment and family education. Jim, a partner at Southern Impression Homes, highlighted his expertise and specialization in constructing rental portfolios for both individual investors and institutional buyers in Florida's burgeoning markets. With a focus on new construction and low-density properties like single-family homes, duplexes, and quads, Southern Impression Homes offers turnkey solutions with property management services in place, ensuring maximum returns for its clients. In this episode, Jim delved into the synergy between his dual passions for real estate and family education, emphasizing the importance of holistic wealth management and the profound impact that strong family ties have on long-term prosperity. He also shared a wealth of actionable advice and inspiring anecdotes, making this episode a must-listen for anyone aspiring to achieve true wealth and fulfillment in all aspects of life. Tune in now to gain exclusive access to Jim Sheils' wealth-building wisdom and transformative insights! In this episode, we talked about: Jim's career spanning real estate investment and family education Creating value through strategic renovations and management His commitment to empowering others in achieving financial freedom through "Passive Income Playbook" Striving for holistic wealth management, encompassing financial, emotional, and relational aspects Connect with Jim: Linkedin: https://www.linkedin.com/in/jimsheils/ Website: https://southernimpressionhomes.com/ Email: [email protected] Facebook: https://www.facebook.com/share_channel/ Company Linkedin: https://www.linkedin.com/company/southern-impression-homes-llc/ Click here to read more: https://pantheoninvest.com/family-fortune-and-fulfillment-a-holistic-approach-to-wealth-creation/

In this episode, we had the privilege of hosting Brent Kesler, a former chiropractor turned financial expert who has transformed his life through the revolutionary Money Multiplier (TMM) Method. His passion for this financial concept led him to become a dedicated teacher of the method, with the goal of helping individuals take control of their financial destinies. Regardless of income level, Brent believes that everyone should have access to the TMM Method to manage and grow their wealth. During the episode, he delved into the intricacies of the method, explaining how individuals can recycle, recapture, and maintain total control of their hard-earned dollars. Brent provided insights on avoiding fractional reserve banking and outlined a strategy to reclaim all the money spent on every car purchased for oneself and their family for a lifetime. Listen now to gain valuable insights from Brent's expertise, you will discover a powerful financial strategy that will empower you to take charge of your financial lives. In this episode, we talked about: How he successfully paid off a staggering $984,711 in third-party debt within just 39 months The specifics of Infinite Banking Concept as a process and not an investment His concept on how to recycle, recapture, and maintain total control of hard-earned dollars through The Money Multiplier Method Strategic advice and insights to manage multiple whole-life policies Connect with Brent: Linkedin: https://www.linkedin.com/in/thebrentkesler Website: https://www.themoneymultiplier.com/ Resources: https://www.themoneymultiplier.com/resources Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990 Youtube: https://www.youtube.com/@the.money.multiplier/about Facebook: https://www.facebook.com/themoneymultiplier Click here to read more: https://pantheoninvest.com/recycle-recapture-reclaim-taking-control-of-your-wealth-through-infinite-banking/

In this episode we had the pleasure of hosting Kim Daly, an expert with over two decades of experience in helping individuals achieve their dreams of business ownership through franchising. Recognized as one of America's top franchise consultants, Kim has played a pivotal role in creating nearly 1000 successful franchise owners During the episode, she delved into the concept of navigating uncertainty and why franchising is considered a "safe" investment, exploring the real value proposition in investing in a franchise. Kim shared navigating uncertainty, understanding the real value proposition in franchise investments, and the factors that contribute to the growth of the franchise industry in various economic climates. She also covered practical advice on selecting the right franchise based on one's background, interests, skills, finances, and life goals. Tune in to this episode to gain a wealth of knowledge from a true expert in the field. In this episode, we talked about: Kim's background helping individuals achieve business ownership through franchising Exploring the benefits and value proposition that come with investing in a franchise business Practical advice on choosing the most suitable franchise based on one's background, interests, skills, finances, and life goals The economics of franchising and the current industry growth Click here to read more: https://pantheoninvest.com/crafting-your-dream-life-wealth-building-with-strategic-franchising/

In this episode, we had the pleasure of hosting Daniel Brown, the visionary CEO of Brownstone in Austin. Daniel, originally from the UK, shared his incredible journey of becoming an American entrepreneur, family man, and a leader in the real estate industry. Daniel's background as the former CEO of a $150 million UK jewelry chain brings a unique perspective to his current role. Since relocating to the US in 2015, he has immersed himself in various aspects of the real estate market, dealing in 9 states and working on rentals, fix-and-flips, and new construction projects. Daniel shared his belief in personal growth and holistic health. He emphasized the importance of mindset and effort in achieving success and happiness. Daniel dreams of a future where everyone moves closer to their ultimate potential, and his long-term thinking and action-oriented nature have been instrumental in Brownstone's success over the last 5 years. As the head of Brownstone, Daniel also discussed the company's mission to create stunning spec homes that prioritize design, quality, and health. If you're interested in the intersection of real estate, personal growth, and holistic health, you won't want to miss this insightful conversation! In this episode, we talked about: The importance of mindset and vision in your overall wealth strategy His personal advice and insights about the hierarchy of needs The business model of Brownstone and his experience as an entrepreneur The importance of knowledge, taking action and practical tips to maximize your true potential Connect with Daniel: Linkedin: https://www.linkedin.com/in/daniel-brown-75a62929/ Website: ​https://brownstoneci.com/ Email: [email protected] Instagram: https://www.instagram.com/brownstone_capital_investments/ Contact number: (833) 277-8663 Click here to read more: https://pantheoninvest.com/building-your-mind-building-your-wealth-the-real-estate-potential-paradigm/

Today, we had the pleasure of hosting Mark Podolsky, the owner of Frontier Properties, a leading land investment company, and widely known as The Land Geek. Mark brings a wealth of knowledge and experience to the table, having completed over 5,500 land deals and earning his company, Frontier Equity Properties, an impressive A+ rating with the Better Business Bureau. Beyond his success in land investments, Mark is also sharing how his passion for land has led him to unexpected ventures. First as a podcast host, where he generously shares geeky tips, tricks, shortcuts, and wisdom for free and also as a coach and a mentor. In the interview, Mark's passion for raw land investments was evident as he elaborated on why raw land is often considered the best passive income source. He highlighted the unique advantages and opportunities that the raw land market presents, shedding light on the untapped potential that can be harnessed by investors willing to navigate this unconventional territory. Mark has found a calling as a teacher, coach, and mentor to a growing community of individuals eager to succeed. He expressed his gratitude for being surrounded by smart, quality-driven individuals who share his passion for success. In this episode, Mark's humility and genuine desire to guide others toward financial success shine through. In this episode, we talked about: His background and experience as the owner of Frontier Properties, a prominent land investment company Why raw land is considered the best passive income source and unique advantages and opportunities in the raw land market Practical advice for both seasoned investors and beginners specifically in landflipping The impact and benefits of being surrounded by like-minded people and importance of mentorship and shared success Click here to read more: https://pantheoninvest.com/discovering-the-hidden-gold-navigating-the-untapped-potential-of-raw-land-for-ultimate-passive-income/

Today's episode is an absolute powerhouse of insights into optimizing health and achieving peak performance. Our guest is none other than Dr. Tracy Gapin, a board-certified urologist, world-renowned men's health and performance expert, and the brilliant mind behind The Gapin Institute, a global leader in high-performance health. Dr. Gapin brings over 20 years of experience to the table, with a focus on providing executives, entrepreneurs, and athletes a personalized path to optimize their health and fulfill their highest potential. In this conversation, Dr. Gapin shares his wealth of knowledge delving into the strategies and insights that have made him a sought-after expert in the industry. From his TEDx talks to being a member of prestigious organizations like the American Academy of Anti-Aging, Age Management Medical Group, and International Peptide Society, Dr. Gapin is at the forefront of cutting-edge health practices. You will gain valuable insights into Dr. Gapin's holistic approach to health optimization, this episode is packed with actionable advice to help you achieve your health and performance goals. Tune in to learn from Dr. Tracy Gapin's expertise and discover the secrets to unlocking your highest potential. In this episode, we talked about: The principles of functional medicine, emphasizing a holistic approach to health Role of genetics in shaping an individual's health and how understanding one's genetic makeup can guide personalized health strategies Unpacking the impact of environmental toxins on health and performance A deep dive into the significance of testosterone in men's health and performance Biohacking techniques and tools that can be employed to enhance physical and mental performance Connect with Dr. Tracy: Website: https://gapininstitute.com/ Facebook: https://www.facebook.com/drtracygapin Instagram: https://www.instagram.com/drtracygapin/ Twitter: https://twitter.com/DrGapin Youtube: https://www.youtube.com/@DrTracyGapin Linkedin: https://www.linkedin.com/in/tracygapin/ Contact number for reminders: 718-675-9949 Text the word 'health' to 26786 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In today's episode, we have Maxwell Wu, the visionary founder of Fulcrum Lending, a direct balance sheet lender specializing in multifamily properties nationwide. Maxwell's extensive background in real estate investment and operations, particularly across prominent Wall Street firms, sets him apart as a true expert in the field. Maxwell's journey in the real estate industry is marked by his diverse roles, including fund manager, investment banker, and principal investor at various esteemed firms in New York City. His career began at C-III Capital Partners, and he further solidified his expertise by obtaining a Masters in Real Estate from Columbia University. During our conversation, Maxwell shared his wealth of knowledge, having managed institutional private equity funds exceeding $1.4 billion in Assets Under Management. His impressive track record includes underwriting real estate acquisitions totaling over $10 billion. Drawing from this wealth of experience, Maxwell has successfully built scalable PropTech platforms and products across various real estate verticals. Whether you're a seasoned real estate professional or an aspiring investor, Maxwell's journey and expertise are sure to provide inspiration and actionable advice to help you navigate the intricate world of wealth creation through real estate. Tune in to this episode to gain valuable insights into Maxwell's experiences, strategies, and the innovative solutions he has implemented throughout his impressive career. In this episode, we talked about: Maxwell's extensive background in real estate investment and operations His current market perspectives and in-depth analysis of the current real estate cycle How institutional capital plays a crucial role in managing large-scale investment funds Advice and strategies for navigating the complex world of real estate, catering to both seasoned professionals and aspiring investors Connect with Maxwell: Linkedin: https://www.linkedin.com/in/maxwelljwu/ Company Linkedin: https://www.linkedin.com/company/fulcrumlendingcorp/ Website: https://www.fulcrumlendingcorp.com/ Email: [email protected] 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Introducing our Best of 2023 episode! We've had the privilege of hosting incredible guests on our podcast, and today we're revisiting some of the most insightful moments from the past year. Join us as we dive into the realm of mindset mastery, wealth strategy, and innovative investment insights. Get ready to unlock your potential and achieve your most ambitious goals. First up, we have Trevor McGregor, a true expert in coaching. He's here to show you the immense power of mindset and taking action. Discover how his guidance can provide a structured path to success, helping you break through limitations and reach new heights. Next, we're redefining riches with Garret Gunderson. From a blue-collar background to a renowned "financial genius," Garret shares his incredible journey and the money myths that hold most people back. Learn how to overcome a bad financial mindset and gain a fresh perspective on wealth. Our journey doesn't stop there - meet Michael Sonnenfield. With his extensive investing experience, Michael shares key insights and practical tips for achieving financial success. Tap into his wealth of knowledge and learn how to apply it to your own journey. Don't miss out on this exceptional episode filled with wisdom and inspiration. Tune in now and take the first step towards transforming your life! In this episode, we talked about: • Discover the transformative power of mindset and action with Trevor McGregor, a top-notch coach who guides you towards success and helps you break through your limitations. • Join Garret Gunderson as he redefines the concept of wealth and dispels common money myths that may be holding you back. • Benefit from Michael Sonnenfield's extensive investing experience as he shares powerful insights and practical tips for achieving financial success. 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this 10X Investor Journey episode, we had the pleasure of sitting down with Andrea Barnes, a seasoned real estate investor with an impressive national portfolio that spans single-family homes and multifamily projects. Alongside her husband, Kevin, Andrea manages a multi-million-dollar portfolio that has expanded to include diverse passive investment vehicles such as energy, debt notes, real estate funds, and three ground-up developments. Listeners gain valuable insights into her passion for continuous learning, particularly in tax and legal strategies, which she has successfully applied to boost her financial growth trajectory. She has dedicated over 7000 hours to master the art of passive investment, creating a financial legacy for her family. With the support of a coach and The Pantheon Mastermind and Virtual Family Office, Andrea crafted an investment philosophy to expand her wealth, focusing on a balanced mix of monthly income and long-term growth opportunities. This episode is a must-listen for those seeking a comprehensive understanding of real estate investment, financial growth, and the profound impact of strategic wealth management. In this episode, we talked about: How she achieves financial stability through strategic property investment Leveraging equity growth for acquiring new properties The importance of curiosity, knowledge, and community support Gaining insights and deal flow from a mastermind group and cultivating an investment philosophy through collective expertise Connect with Andrea: https://www.linkedin.com/in/andreahbarnes/ 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we have a truly fascinating guest with us, Mr. Axel Meierhoefer. Axel's journey from a retired Air Force officer to a successful business owner and real estate investor is truly inspiring. He started his entrepreneurial journey in 2005, focusing on consulting, employee skill development, and program management, showcasing his passion for education and helping people become successful. With dedication and strategic decisions, he has managed to develop a residential real estate portfolio worth about $2.5 million, and it's still growing. Axel has accumulated a wealth of knowledge and valuable lessons along the way, and he's here to share those insights with our audience. In this episode, we talked about the key aspects of Axel's journey, specifically his transition into real estate investing, particularly residential real estate. Axel's research indicated that owning tangible assets, like residential real estate, was the most advantageous path for building wealth and securing a comfortable retirement. He also shed light on what turnkey real estate investing means and how it can be a game-changer for investors seeking a more hands-off approach to real estate. He also shared his experiences, strategies, and the benefits of investing in residential properties, providing invaluable advice to those looking to follow in his footsteps. Join us in this episode to learn from Axel Meierhoefer's personal wealth journey, his extensive expertise in real estate investing, and the secrets of building wealth through tangible assets! In this episode, we discuss: The potential for long-term wealth accumulation through residential real estate. The benefits of a hands-off approach to real estate investment. How an LLC can streamline the management of real estate investments. His personal experiences and strategies in the residential real estate market. Connect with Axel Meierhoefer: Website: https://idealwealthgrower.com/ Email: [email protected] Facebook: https://www.facebook.com/idealwealthgrower/ Instagram: https://www.instagram.com/idealwealthgrower/ Linkedin: https://www.linkedin.com/company/ideal-wealth-grower Youtube: https://www.youtube.com/channel/UCvZRy6092XyFWW9bhCbIt4Q Mindset Manual (Start goal-setting the right way!) https://bit.ly/FREEmindsetmanual Hesitant to make the first step? Let's have a call- it's free! https://bit.ly/talk-to-us-atIWG Listen to free investing strategies https://idealinvestorshow.com/about-us/ 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we have an incredible guest who is truly a master in the world of high-performance coaching and wealth strategy. Trevor McGregor is joining us, truly his knowledge and experience is nothing short of remarkable. With over 35,000 hours of coaching experience, Trevor has worked with clients including Fortune 500 executives, high-level real estate investors, and world-class athletes. They all seek out Trevor for one reason: life-changing transformation. He's a true expert in unlocking hidden potential and helping individuals achieve more success, wealth, freedom, and contribution than they ever thought possible. In our conversation, Trevor emphasized the immense power of coaching in harnessing your potential. With his extensive experience, he highlighted how mindset and taking action can provide a structured path to success, helping individuals to break through their limitations and achieve their most ambitious goals. He also discussed the importance of self-discovery and how identifying and harnessing your unique strengths and talents can lead to unprecedented success and fulfillment. He shared practical strategies for unlocking one's true power and achieving extraordinary results. In this episode, we discuss: The early challenges in his life and how it became a pivotal moment to his transformation Trevor's core mission of helping individuals realize their hidden potential Strategies for self-discovery and harnessing unique strengths and talents Actionable steps in creating valuable habits to master your life path Connect with Trevor McGregor: Website: https://www.trevormcgregor.com/ Podcast Subscription: https://www.trevormcgregor.com/podcast Contact: https://www.trevormcgregor.com/contact-us Linkedin: https://www.linkedin.com/in/trevor-mcgregor-93375862/?originalSubdomain=ca 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In our latest episode, we had the pleasure of hosting John Casmon, a distinguished real estate entrepreneur with an impressive track record of partnering with busy professionals to invest in over $100 million worth of apartments. He Co-Founded MidWest Real Estate Networking Summit, a must-attend event for anyone serious about multifamily real estate. John's journey into multifamily real estate is nothing short of remarkable, and during the show, he shared invaluable insights into how anyone can leverage this investment strategy to build wealth while pursuing your passions. His podcast, Multifamily Insights, has become a valuable resource for those looking to delve deeper into multifamily real estate. In our engaging conversation, John walked us through his transition from the corporate world to becoming a full-time real estate investor, shedding light on the challenges he faced and the strategies he employed to overcome them. One of the key takeaways from this episode was John's role as a consultant for active multifamily investors, where he helps them start or grow their businesses. He generously shared some of his most effective techniques for scaling up a real estate investment business, and how to identify and capitalize on opportunities in the multifamily market. John Casmon's journey from marketing guru to multifamily real estate magnate was a true inspiration for anyone looking to explore this investment avenue! In this episode, we discuss: His transition from a career in corporate America to becoming a full-time real estate investor The power of multifamily real estate as an investment strategy and wealth-building tool Targeting the midwest market and it's current demographic Strategies and tips for identifying and capitalizing on multifamily investment opportunities Connect with John Casmon: Website: https://casmoncapital.com/ Linkedin: https://www.linkedin.com/in/john-casmon-7942454/ Podcast: https://casmoncapital.com/podcast Facebook: https://www.facebook.com/casmoncapital Instagram: https://www.instagram.com/casmoncapital/ Youtube: https://www.youtube.com/channel/UCXOupf9--oWUmmg3RiIzXZQ Twitter: https://twitter.com/Casmon_Capital 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, we had the privilege of hosting Garrett B. Gunderson, a financial expert and founder of Wealth Factory, whose passion lies in dispelling financial myths and helping hardworking business owners achieve prosperity and peace of mind. Raised in rural Utah with a family history of struggle and resilience, Garrett's mission is to empower self-made business owners with the financial tools they need to build lasting wealth. This led to the creation of Wealth Factory, a company committed to helping individuals recover leaking money, connect with financial experts, and establish structures for both immediate wealth and a lasting family legacy. In our conversation, Garrett shared his remarkable journey from his blue-collar roots in a 4th generation coal mining family to becoming a renowned "financial genius" in entrepreneurial circles. He also touches on the money myths that most people fall into and how bad financial mindset can affect the way you look at wealth. Garrett's dedication to passing on his knowledge and values to his children fuels his drive to innovate new financial tools and technologies that benefit small business owners and entrepreneurs, emphasizing that legacy encompasses more than just wealth—it's about values and contributions. Tune in on this enlightening journey to financial empowerment and legacy building with Garrett Gunderson! In this episode, we discuss: His personal journey experiencing financial struggles to paving his way to success Learning and mastering his path to financial independence The importance of financial belief system and money mindset Expert tips and insights from the "financial genius" Connect with Garrett Gunderson: Website: https://garrettgunderson.com/ Take the quiz: https://garrettgunderson.com/quiz Books: https://garrettgunderson.com/books Facebook: https://www.facebook.com/garrett.gunderson/ Youtube: https://www.youtube.com/c/garrettgundersonTV Linkedin: https://www.linkedin.com/in/garrett-gunderson-651359b3/ Company Website: https://wealthfactory.com/ Instagram: https://www.instagram.com/wealth_factory/ Twitter: https://twitter.com/wealthfactory_ 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this podcast, we had the privilege of having Gary Lipsky, a true real estate entrepreneur with an impressive focus on Multifamily Syndications. Gary has an outstanding track record, having successfully acquired over 3000 units with a total value exceeding $250 million. As the host of the Real Estate Investor Podcast, Gary is passionate about educating fellow investors by interviewing real estate experts and providing valuable insights into the real estate landscape. Gary's commitment to knowledge sharing doesn't stop there—he has spoken at numerous conferences, inspiring and educating countless individuals in the real estate domain. In our conversation, Gary delved into the critical realm of asset management, emphasizing its pivotal role in real estate investments. He stressed the importance of a robust asset management strategy in maximizing the potential of acquired properties. He also highlighted the significance of meticulous planning, proactive maintenance, and strategic value-add initiatives to enhance property value and overall returns. His insights shed light on how effective asset management can turn a good investment into a great one, showcasing the power of optimizing operations and making informed decisions to create a successful real estate portfolio. In this episode, we discuss: Gary's entrepreneurial ventures and diverse experiences His real estate journey in acquiring 3000+ units with a total value of $250MM Current market perspective and data-based decision making His expert insights in asset management The importance of planning and having control in the real estate industry Connect with Gary Lipsky: Linkedin: https://www.linkedin.com/in/gary-lipsky/ Website: https://breakofdaycapital.com/ Podcast: http://www.breakofdaycapital.com/podcasts Email: [email protected] Facebook: https://www.facebook.com/breakofdaycapitalinvesting Instagram: https://www.instagram.com/breakofdaycapital/ Youtube: https://www.youtube.com/c/BreakofDayCapital 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we had the privilege of hosting Kevin DeMeritt, an internationally renowned expert in business and economics, specializing in financial markets and interest rate changes. Kevin's keen insights and strategic foresight have consistently driven value for both his clients and the companies he's been involved with throughout his illustrious career. Kevin began his international banking career at WFI Corporation, where he laid the foundation for his extensive knowledge and expertise. Utilizing his analysis indicating gold as a safe haven for investment, he founded Lear Capital in 1997, which has since grown to become one of the nation's largest precious metals companies. In this conversation, Kevin shared valuable insights into navigating financial markets, managing funds, and leveraging precious metals as a strategic investment. You will gain invaluable knowledge about economic trends and the importance of being proactive in the ever-changing financial landscape. His perspective on economic trends and the interplay of geopolitical events provided a comprehensive understanding of the financial landscape that will give you actionable insights to optimize your wealth management endeavors. Stay until the end of the episode for Kevin's special announcement to kickstart your journey on precious metals investing! In this episode, we discuss: Insights on financial markets and their intricacies His personal investment thesis that proves effective in this current market trends The interplay of geopolitical events and financial cycles The importance of knowledge and information in precious metals investing The step by step process in strategically investing in Gold Connect with Kevin DeMerrit: Linkedin: https://www.linkedin.com/in/kevin-demeritt-49216814 Company Website: https://www.learcapital.com/ Website: https://www.kevindemeritt.com/ Claim your free guide: https://lear.biz/gold Facebook: https://www.facebook.com/LearCapital Youtube: https://www.youtube.com/user/Learcapital Twitter: https://twitter.com/leargold Contact: 800-314-0723 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we had the privilege of hosting Neal Bawa, a true technologist and luminary in the world of real estate, often hailed as the Mad Scientist of Multifamily. Neal is not only a sought-after speaker in the commercial real estate domain but also a master of data analysis, process optimization, and outsourcing. Neal is the CEO and Founder of Grocapitus, a distinguished commercial real estate investment company that thrives on data-driven strategies. Looking ahead, Grocapitus is poised to add another 1,500 units to their portfolio within the next 12 months. Neal's expertise and visionary approach to real estate investment truly exemplify the secrets to success in wealth strategy. Through concrete examples and case studies, Neal showcased how this analytical approach has been a cornerstone of his success in managing a massive $1 billion-dollar portfolio and driving returns for investors. In this episode, Neal shared that leveraging data and analytics isn't just a strategy, but a mindset that guides decision-making in the real estate industry. By meticulously measuring and analyzing data, investors can optimize operations, enhance efficiency, and drive profitability within their portfolios. In this episode, we discuss: The success behind 2023 Location Magic - Best Cities for Real Estate Investing What Mission 10K is all about His current economic outlook, inflation and deflation Perspectives in investing in the energy sector and the years ahead for sustainable energy Connect with Neal Bawa: Facebook: https://www.facebook.com/navraj.bawa Facebook Group: https://www.facebook.com/groups/MagicOfMultifamily Linkedin: https://www.linkedin.com/in/neal-bawa/ Website: https://grocapitus.com/ Email: [email protected] Multifamily University: https://multifamilyu.com/?fbclid=IwAR2KBR2nsAov8brxnUJVl2jRE2qY7EgZi_p4reahHHns-L2TwlF6lkD-ahQ Grocapitus Website – https://www.grocapitus.com Free eBook: Location Magic – https://multifamilyu.com/lp/location-magic-ebook/ Join Our Investor Club – https://multifamilyu.com/club 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we have a remarkable guest with us, Carl Fischer. Carl is not your typical real estate developer. With a degree from Cornell University, he embarked on his career in the 1970s as a rocket scientist at the Kennedy Space Center in Cape Canaveral, Florida. It's not every day that you meet someone who has transitioned from the world of rocket science to the world of real estate. But Carl's story is one of adaptability and innovation. Fast forward to today, and Carl is one of the founders and principals of CAMA Self-Directed IRA, LLC, doing business as CamaPlan. With over 20 million dollars in real estate transactions under his belt, Carl has certainly made a mark in the industry. His real estate portfolio spans both commercial and residential properties, including real property, notes, and mortgages. One of the core themes of this conversation revolved around self-directed retirement accounts, a niche but powerful tool for wealth building. Carl stressed the importance of understanding how IRAs and 401(k)s can be self-directed to invest in a variety of assets, including real estate. He shared practical insights into the benefits and intricacies of these accounts, which can offer individuals greater control over their financial future. This episode is a deep dive into the world of self-directed retirement accounts, real estate investing, and the intersection of technical knowledge with financial acumen. Carl's unique journey, coupled with his commitment to education and helping others achieve financial independence, will leave you with a wealth of knowledge and inspiration. In this episode, we talked about: Exploring the concept of self-directed IRAs and 401(k)s. Enhanced Qualified Retirement Plan and Self-directed IRAs Strategies for using retirement accounts to invest in various assets, including real estate Leveraging investments while maintaining tax advantages Unrelated Business Income Tax (UBIT) and how it works Connect with Carl Fischer: Website: https://www.camaplan.com/ Linkedin: https://www.linkedin.com/company/camaplan/ Personal Linkedin: https://www.linkedin.com/in/camaplan/ Contact: https://www.camaplan.com/contact-us/ Facebook: https://www.facebook.com/camaplan Youtube: https://www.youtube.com/camaplan1 Instagram: https://www.instagram.com/cama_plan 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we have a truly exceptional guest joining us, Mr. Mark Hutchinson. Mark is a seasoned executive with over four decades of experience as an entrepreneur and investor. His journey through investing, entrepreneurship, and alternative finance advisory has shaped him into a respected authority in these fields. Mark's dynamic career, filled with triumphs and setbacks while building and scaling businesses, has provided him with a unique perspective on alternative wealth strategies and becoming a better investor. His diverse experiences make him an invaluable source of insight and guidance in wealth building. In this episode, we'll explore how Mark's journey led him to a personal revelation in the aftermath of the 2008 financial turbulence—the IBC concept. Since then, he has been dedicated to reshaping his clients' financial views and uncovering hidden truths that can help them achieve financial success. Mark's commitment to financial education shines through in his fervor and the referrals he receives from satisfied clients. His wealth of knowledge and experiences will provide you with valuable insights into alternative wealth strategies, entrepreneurship, and the importance of continuous financial education. In this episode, we discuss: His four decades of experience in the steel industry and insights from steel fabrication and industry climb Lessons learned from his entrepreneurial endeavors How Infinite Banking Concept (IBC) can secure financial futures Mark's commitment to educating and empowering people with knowledge and insights from his years of experience Examples of how alternative wealth strategies can work in practice Connect with Mark Hutchinson: Website: http://www.livingbenefits-life.com/ Website contact: https://www.livingbenefits-life.com/contact-8 Email: [email protected] Contact number: (518) 409-1595 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we have an incredible guest joining us, Corey Peterson. Corey is the CEO and Founder of Kahuna Investments, a name synonymous with real estate success. With a career spanning 13 years in the multifamily arena, Corey's expertise shines as he shares how he's acquired over $225 million in real estate assets nationwide and raised a staggering $95 million in private equity. But that's not all, Corey's impact goes beyond his impressive portfolio. He's a bestselling author with books like "Copy Your Way To Success – Standing on the shoulders of Giants" and "Why the Rich Get Richer," which offer invaluable insights into his journey and strategies. In this compelling episode, Corey dives deep into the secrets of his remarkable success. He opens up about his multifamily journey, starting from his early days and the pivotal moments that ignited his passion for real estate. Corey shares how he harnessed his determination to build Kahuna Investments from the ground up, acquiring over $230 million in real estate assets across the nation. One of the key takeaways from this conversation is Corey's emphasis on passive investing. He elaborates on how he strategically partners with passive investors to create thriving apartment communities that offer both stable cash flow returns and long-term capital appreciation. Corey's insights into the art of building these partnerships and nurturing a win-win environment for all parties involved offer a blueprint for those aspiring to make their mark in real estate. In this episode, we discuss: Corey's early days in real estate and pivotal moments His strategic approach to achieving both stable cash flow returns and long-term capital appreciation. The power of strategic partnerships Expert advice and actionable strategies to excel in Multifamily Connect with Corey Peterson: Free book: Text the work "book" to +480 500 1127 Website: https://kahunainvestments.com/ Linkedin: https://www.linkedin.com/in/corey-peterson/ Facebook: https://www.facebook.com/kahunacashflow Instagram: https://www.instagram.com/kahunacashflow/ Podcast: https://open.spotify.com/show/7rXm0lP3DelWI6I6yhHidD 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: [email protected] Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we have a true real estate titan: Josh Cantwell. He's not just a real estate investor; he's a maestro of multifamily transactions, a mentor to countless aspiring investors, and the host of the illustrious Accelerated Investor Podcast, where he's chatted with some of the biggest names in the business world, from Kevin O'Leary to Barbara Corcoran and even Donald Trump Jr. Now that's a lineup that's hard to beat! Josh is the CEO of Freeland Ventures and founded Strategic Real Estate Coach in 2007, a platform that allowed him to share his wisdom and guide countless apprentice partners and students toward their own real estate triumphs. In this captivating conversation, Josh peeled back the layers on his transition from financial markets to real estate, sharing how his expertise in capital raising became a potent tool in his real estate endeavors. He shared how he turned the corner from traditional investing to multifamily deals, offering invaluable advice on locating and seizing the most lucrative opportunities. Josh walked us through his systematic approach to structuring multifamily transactions, sharing tactical insights on negotiation strategies that have consistently secured him profitable deals. This episode is a masterclass in real estate entrepreneurship, imparting lessons that extend far beyond property transactions and into the realm of true wealth mastery. In this episode, we discuss: Tactical insights into multifamily deals The importance of community and building relationships Structuring and syndication of multifamily transactions in the current market The success formula of Peak Performance Connect with Josh Cantwell Podcast: https://acceleratedinvestorpodcast.com/ Linkedin: https://www.linkedin.com/in/joshcantwell/ Facebook: https://www.facebook.com/srecnow/ Instagram: https://www.instagram.com/josh.cantwell/ Strategic Real Estate Instagram: https://www.instagram.com/srecnow Youtube: https://www.youtube.com/@SRECvideo Email: acceleratedinvestorpodcast.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: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Today's guest is the incredible Travis Watts, a true luminary in the realm of passive income and real estate investing. Travis is not just an investor, he's a full-time advocate for those who are looking to adopt a more hands-off approach when it comes to real estate ventures. As the Director of Investor Education at Ashcroft Capital, Travis spearheads the mission to educate investors about the remarkable potential of hands-off investing in the multifamily real estate space. And what's truly remarkable is that they handle the day-to-day intricacies, even managing residents through their in-house property management company. In this captivating episode, Travis delves into his personal journey, shedding light on his transition from an active real estate investor, juggling single-family homes and various property types, to a burnout in 2015 that led him to seek a more sustainable path. Travis then emerged as a fervent advocate for passive real estate investing, specializing in multi-family apartment complexes. Why multi-family properties, you ask? Travis enlightens us with compelling reasons: a soaring demand for apartments, risk-adjusted returns, tantalizing tax advantages, the prospect of appreciation, monthly dividends from rental income, and the inherent potential to cultivate lasting wealth. So, whether you're an experienced investor or just starting on your wealth-building journey, this episode with Travis Watts is an absolute must-listen. In this episode, we discuss: Travis's background and transition Benefits of passive multi-family investing Active investing vs passive investing The vision of long-term wealth for financial freedom Connect with Travis: Free 15-Min Call: www.calendly.com/traviswatts Instagram: https://www.instagram.com/passiveinvestortips Facebook: https://www.facebook.com/passiveinvestortips LinkedIn: https://www.linkedin.com/in/traviswatts1234 YouTube: https://www.youtube.com/@travwat Podcast: https://www.bestevercre.com/podcast/tag/passive-investor-tips 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: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Our guest for this episode is Louis O'Connor, the Founder and Principal of Strategic Metals Invest. Louis brings a unique perspective to the table, as his company is the sole industry supplier worldwide that allows private investors to not only purchase but also profit from owning Strategic Metals. Louis delves into the mechanics of how Strategic Metals Invest operates, explaining how private investors can get involved, the benefits of diversifying into this unique asset class, and the strategies his company employs to keep this momentum going. Louis dives deep into this innovative investment approach, drawing parallels to the traditional Precious Metals market. Instead of just investing in Gold, Silver, and other precious resources, you can now get your hands on Strategic Metals – a concept that has been outperforming even the well-known market indices. One of the most intriguing aspects that Louis highlights is the relative obscurity of this investment avenue, particularly in North America. Louis and his team, being based in Europe, are on a mission to bridge this gap by offering North American clients access to geographic diversification that's sorely needed in their portfolios. This episode is a must-listen for anyone seeking to explore new investment horizons and capitalize on the often-overlooked opportunities in the world of Strategic Metals. In this episode, we discuss: The mechanics of Strategic Metals Investment infrastructure Supply and demand of precious metals The risks involved and Tax efficient strategies for this asset class The unique opportunities in precious metals and the importance of diversification of asset class. Connect with Louis: Website: https://strategicmetalsinvest.com/ Facebook: https://www.facebook.com/StrategicMetalsInvest Linkedin: https://www.linkedin.com/in/louis-o-connor-a583341b8 Youtube: https://www.youtube.com/@strategicmetalsinvest Email: [email protected] 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: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we have an incredible guest joining us. Paul Karger, the Co-Founder and Managing Director of TwinFocus, a prestigious Boston-based wealth advisory firm. With over $7 billion under his management, Paul is no stranger to handling the finances of ultra-high-net-worth families and individuals. Before Paul founded TwinFocus in 2006, he had already built an impressive career at UBS, where he established The Karger Group and led a team providing counsel to global high-net-worth families. Throughout this episode, we'll dive into Paul's effective investment insights, tax strategies, when to start succession planning, creating an effective portfolio and allocating assets. Paul's day-to-day activities revolve around partnering with TwinFocus' key clients, guiding them through complex business, financial, and life decisions. Beyond discussing his journey and the creation of TwinFocus, Paul is well-versed in a wide range of topics related to investing, building wealth, generational wealth planning, and extreme tax planning. His clients include some of America's wealthiest families and CEOs, giving him a unique perspective on managing substantial wealth. Whether you're a seasoned investor or someone just starting on their wealth-building journey, this episode promises to be a wealth of knowledge! In this episode, we discuss: Paul's background and journey to becoming the Co-Founder and Managing Director of TwinFocus Extreme tax planning strategies and tips for optimizing tax efficiency for ultra-high-net-worth individuals. Tips for creating a well-balanced investment portfolio and allocating assets effectively. The range of services offered by TwinFocus, including advising clients on complex business, financial, and life decisions. Connect with Paul Karger: Website: https://twinfocus.com/paul-karger/ Linkedin: https://www.linkedin.com/in/paulkarger Instagram: https://www.instagram.com/twinfocused/ Email: [email protected] 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: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Today, we had the pleasure of hosting Jason Nees, a seasoned financial expert with an impressive background. Jason's journey began as a financial advisor at renowned investment firms like Morgan Stanley and Merrill Lynch. During his tenure of over a decade, he assisted countless investors in meticulously planning and strategizing their financial futures. However, Jason's career took an intriguing turn when he was presented with a unique opportunity. He was recruited to assist in raising capital and lead the business development team for a consumer finance company. Over the course of several years, Jason successfully raised over $300 million in capital, showcasing his exceptional financial acumen and ability to navigate the intricacies of capital markets. In this captivating episode, Jason Nees sheds light on the benefits of alternative assets and how they can play a pivotal role in wealth-building strategies. We delve into the world of tax-efficient investments, consistent cash flows, and uncover additional upside potential. With a newfound focus on tax efficiency, consistent cash flows, and potential upside, Jason delved into the world of alternative assets. He became an avid investor in these unconventional asset classes, discovering their potential to accelerate wealth growth while maintaining tax advantages. If you're keen on expanding your financial horizons and discovering how to grow your wealth through innovative investment approaches, this episode is a must-listen! In this episode, we discuss: Jason Nees' background as a financial advisor at prestigious investment firms like Morgan Stanley and Merrill Lynch. The pivotal role of alternative assets in wealth-building strategies. His top 3 due diligence points. Dealing with windfall profits and navigating significant tax liabilities. Connect with Jason Nees: Linkedin: https://www.linkedin.com/in/jnees/ Email: [email protected] Contact: 913-961-4361 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: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/