Wealth Strategy Secrets of the Ultra Wealthy Podcast

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/

Today we had the privilege of sitting down with the incredible Adam Carroll. Adam is a true financial literacy expert, celebrated author, and captivating speaker, having delivered over 1,000 speaking engagements worldwide. He is the visionary behind The Shred Method™, a fintech company that empowers individuals and families to achieve remarkable debt freedom at an exceptional speed. This innovative approach to financial freedom is reshaping how people perceive money, education, and personal growth. Throughout the conversation, Adam shared his wealth of knowledge and his dedication to revolutionize financial literacy. We delved into Adam's journey and the pivotal role he's played in the field of finance, particularly through his thought-provoking TED talks, which have garnered a staggering 6 million views on YouTube. One of the highlights of the conversation was Adam's vision behind The Shred Method™. He detailed how this fintech company empowers individuals and families to liberate themselves from debt quickly, providing practical strategies to achieve financial freedom. Don't miss this empowering conversation with one of the most influential financial experts of our time. In this episode, we discuss: The importance of financial literacy. Emphasizing the crucial role of money as it sets the foundation for a secure financial future. Uncovering The Shred Method™ Adam's personal principles for financial success and independence. The significance of smart financial habits and informed decision-making to build lasting wealth. Connect with Adam Carroll: Personal Instagram: www.instagram.com/Adam.Carroll Business Instagram: www.instagram.com/The.ShredMethod Linkedin: https://www.linkedin.com/in/adamcarrollspeaks/ Youtube: https://www.youtube.com/adamcarrollspeaker The Shred Method: www.TheShredMethod.com Website: www.AdamCarroll.info 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/

In this episode, we have Michael W. Sonnenfeldt, an American entrepreneur, philanthropist, and political activist. He is the Chairman and Founder of TIGER 21, the premier peer membership organization for high net worth wealth creators and preservers. Michael is also an accomplished author, having written the acclaimed book "Think BIGGER and 39 other Winning Strategies from Successful Entrepreneurs," which was published by Bloomberg/Wiley in September 2017. During our conversation, we explore some of the key insights from his investing experience and how they can be applied to achieve financial success. Michael brings a wealth of knowledge and experience to the table. Michael also emphasized the significance of meditation, particularly when it comes to making financial decisions. He highlighted how incorporating meditation practices into his daily routine has positively impacted his ability to navigate the complex world of wealth creation. Join us as we dive deep into Michael Sonnenfeldt's wealth strategies and gain invaluable insights from his vast experience. In this episode, we discuss: Insights into wealth creation and preservation from his role as the Chairman and Founder of TIGER 21 Michael's current economic outlook and how you can leverage the market today Meditation as a huge part in making rational choices that align with his financial goals The importance of peer membership organizations for ultra high net worth individuals in achieving financial success Connect with Michael: Linkedin: https://www.linkedin.com/in/michael-sonnenfeldt-84072225/ Company Linkedin: https://www.linkedin.com/company/tiger-21/ Website: https://tiger21.com/ Twitter: https://twitter.com/TIGER21 Youtube: https://www.youtube.com/channel/UCWqXd_cR_LYDv5pCJUjJ0HA Book: Think BIGGER and 39 other Winning Strategies from Successful Entrepreneurs 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/ Michael Sonnedfeldt's Photo Credits to Coco Jourdana

Today we have an incredible guest joining us, Mitchell Day, a specialty tax manager with Provision PLC, brings over twenty years of taxation experience to the table. His expertise lies in tax planning for the real estate, construction, banking, and multi-state sectors. Mitchell's impressive background includes working in various roles in both public accounting and industry. But before embarking on his successful accounting career, Mitchell served as an investment advisor in Canada. This unique perspective allows him to provide valuable insights and strategies to his clients. In this episode, Mitchell shares his expertise on a variety of topics, including consolidated returns, tax provision, and income tax planning. His breadth of knowledge and practical experience will provide our listeners with actionable insights to optimize their wealth strategies. He also talks about understanding unique financial goals, Mitchell identifies how his expertise and knowledge over the years can help people achieve long-term success while maximizing tax efficiency. Discover tax-efficient strategies that can take your financial goals to new heights. In this episode, we discuss: Insights into the process of estimating and accounting for income taxes in financial statements. Exploring the tax implications and benefits of utilizing structured financing methods in various financial transactions Proven strategies and approaches for optimizing income tax planning to minimize tax burdens and maximize wealth accumulation The upcoming changes in tax planning and how you and your business can adapt Connect with Mitchell Day: Linkedin: https://www.linkedin.com/in/mitchell-day-bb41b14/ Company Linkedin: https://www.linkedin.com/company/provision---wealth-strategies/ Website: https://www.provisionwealth.com/ Facebook: https://www.facebook.com/provisionplc/ Instagram: https://www.instagram.com/provisionplc/ 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/

In this episode, we dive into the world of industrial real estate with Joel Friedland, a seasoned investor with over 40 years of experience. Joel shares his valuable insights on weathering economic storms, acquiring assets without debt, raising capital, and finding off-market deals. With an impressive portfolio of nearly 100 acquisitions totaling approximately 3 million square feet, Joel's expertise is unmatched. He has raised over $100 million in private capital and facilitated more than 1,600 industrial leases. Joel sheds light on his remarkable journey of overcoming the challenging 2008 market crash in the real estate industry. Drawing from his experience, Joel discusses the strategies he employed to weather the storm. Through his compelling story, Joel inspires listeners with his resilience, adaptability, and determination to succeed in the face of adversity. He also talks about the risks involved in industrial real estate as well as valuable perspectives he learned along the way. He understands the potential challenges in the industry, including economic fluctuations, tenant turnover, and property maintenance costs. Joel's seasoned approach, combined with his ability to adapt and find off-market deals allows him to mitigate risks and maximize returns. Join us as we explore Joel's journey from his early beginnings to his current role as the Principal at Brit Properties and Brit Asset Management, where he manages a diverse portfolio of properties on behalf of investors! In this episode, we discuss: How he successfully navigated the challenges of the 2008 recession and developed strategies for buying assets without relying on debt The importance of cold-calling and off-market deals to find lucrative investment opportunities Understanding Industrial leases and the advantages and risks involved in the industry The importance of making informed decisions Connect with Joel Friedland: Linkedin: https://www.linkedin.com/in/joel-friedland-sior-5508a791/ Company Linkedin: https://www.linkedin.com/company/brit-properties Website: https://britproperties.com/ Youtube: https://www.youtube.com/channel/UCS4CNcUQExJrULBowMwzGEw Facebook: https://www.facebook.com/profile.php?id=100064703481200 Twitter: https://twitter.com/brit_properties Contact: https://britproperties.com/contact-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 you FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, we dive into the fascinating journey of Dr. Tom Burns, an entrepreneur, retired orthopedic surgeon, and physician for the United States Ski Team. With over 25 years of real estate experience, having acquired or developed over $700 million of real estate locally and internationally, Dr. Burns is an expert in the field. He is also the co-founder and principal of Presario Ventures, a private real estate company focused on apartment development and private equity in Texas and the Sunbelt. Dr. Burns is the author of Why Doctors Don't Get Rich, a best-selling personal finance book for those who want to live life to the fullest. Dr. Tom shares in this podcast his remarkable story of transitioning from medicine to real estate, achieving financial independence, and creating a life of abundance. Discover the principles outlined in his best-selling book and learn how you can take control of your financial future, live life to the fullest, and embark on thrilling adventures through the Rich Life Mastermind. He also talks about his journey and the steps taken to break free from financial constraints. Dr. Tom emphasizes the importance of mindset shifts and practical strategies to attain financial independence. Join us in this enlightening episode to discover how you can take charge of your financial future and live a life of abundance through the Rich Life. In this episode, we discuss: The value of combining medical expertise with business acumen and how it influenced Dr. Burns' entrepreneurial journey. His deep enthusiasm for traveling and the enlightening experiences he acquired. Practical strategies for managing personal finances, and creating wealth. The role of real estate investments, new developments in achieving long-term financial stability. Achieving financial independence to live the life you want. Connect with Tom Burns: Linkedin: https://www.linkedin.com/in/tom-burns-9744304/ Personal Website: https://richdoctor.com/ Company Linkedin: https://www.linkedin.com/company/presarioventures/ Presario Ventures Website: https://presarioventures.com/ Email: [email protected] Book: Why Doctors Don't Get Rich 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/

In this episode, we are joined by Richard Canfield, an Amazon Bestselling Author, Podcast Host, and Authorized Infinite Banking Practitioner. Richard's life took a transformative turn in 2009 when he came across the book "Becoming Your Own Banker, Unlock The Infinite Banking Concept" by R. Nelson Nash. The profound ideas presented in the book resonated deeply with him, and he knew he had found what he had been searching for all his life. Today, Richard and his team are on a mission to share the powerful message of financial hope and control. Their focus lies in putting people in the driver's seat of their financial lives and creating durable, dependable, generational wealth. Richard shares the concept of Infinite Banking as we delve into its principles, benefits, and practical applications. Through this discussion, Richard provides valuable insights and strategies for keeping more of one's hard-earned money and reducing taxes. His expertise and passion shine through as he shares actionable steps to implement this financial approach. Drawing on his experience as an Authorized Infinite Banking Practitioner, Richard works closely with families, business owners, and real estate investors, and in this episode, he talks about how to strategize how you can maximize the wealth that flows through your hands over a lifetime. Unlock the infinite potential of Infinite Banking and discover how it can pave the way to building generational wealth. In this episode, we discuss: How one book transformed his perspective on finances and set him on a new path. The concept of Infinite Banking Practical tips and strategies about Infinite Banking and financial control Important lessons he learned from Nelson Nash Connect with Richard Canfield: Linkedin: https://www.linkedin.com/in/richardcanfield Youtube: http://richardonyoutube.com/ Podcast: https://wealthwithoutbaystreet.com/ Website: https://www.ascendantfinancial.ca/richardcanfield/ Twitter: https://twitter.com/rcanfield1 Facebook: https://www.facebook.com/richard.canfield Books/Co-author: Canadians Guide to Wealth Building Without Risk, The Process of Becoming Your Own Banker Cash Follows The Leader, Uninterrupted Daily Growth with High Cash Value Life Insurance 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/

In this episode, we have Rich Fettke, a renowned author, real estate expert, and wealth mindset coach. With a deep-rooted passion for helping individuals grow their wealth, maximize their mental and physical capabilities and live more fulfilling lives, Rich brings a wealth of knowledge and experience to the table. As a co-founder of RealWealth®, a company that has empowered over 60,000 members to enhance their financial intelligence and acquire cash-flowing income properties, he has helped countless individuals gain financial freedom and live life on their own terms. With a background as a licensed real estate broker and an active investor, Rich's expertise in the realm of real estate is unparalleled. Throughout the episode, Rich emphasizes the significance of cultivating a wealth mindset for achieving extreme success. He shares strategies for overcoming limiting beliefs, shifting financial barriers, and harnessing the power of financial intelligence. By developing a proactive and abundance-focused mindset, individuals can unlock their full potential and create a life that they want. He also shared the importance of health and mindset and his holistic viewpoint of real wealth. He is a pioneer in the field of business and personal coaching. As one of the ICF's first Master Certified Coaches, Rich has played a vital role in advancing the coaching profession and empowering individuals to achieve their goals. Tune in to gain inspiration and practical strategies to elevate your financial intelligence and live life on your own terms. In this episode, we discuss: Rich's health scare that shifted him and his wife's perspective about wealth and financial preparation The creation of RealWealth® and how it has grown with thousands of members Strategies for shifting limiting beliefs and overcoming financial barriers The importance of continuous learning and personal growth Embracing a well-rounded and fulfilling lifestyle Connect with Rich Fettke: Linkedin: https://www.linkedin.com/in/fettke/ Website: https://realwealth.com/ Facebook: https://www.facebook.com/RealWealthNetwork/ Instagram: https://www.instagram.com/realwealthnetwork/ Youtube: https://www.youtube.com/user/realwealthnetwork Twitter: https://twitter.com/realwealthnet 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/

We are back with M.C. Laubscher, the President of Producers Wealth, a leading wealth creation firm. With clients across all 50 states, M.C. and his team specialize in implementing holistic wealth creation strategies. Their mission is clear - to assist producers and creators in building, safeguarding, and multiplying their wealth, regardless of the economic climate. You may already be familiar with M.C.'s highly acclaimed podcast, Cashflow Ninja, where he dives deep into the realms of business and investing. But that's not all! M.C. has recently launched a brand new podcast, Cashflow Investing Secrets, to provide even more value to his dedicated audience. M.C.'s purpose goes beyond just financial success. In this episode, he talks about challenging the conventional beliefs and misinformation surrounding money, saving, investing, wealth, and retirement. By breaking down societal belief systems, M.C. empowers the listeners to question the status quo and adopt new strategies that align with their goals. Join us in this captivating conversation as M.C. shares his wisdom and experience, unveiling strategies that can accelerate your path to financial freedom. It's time to take control of your legacy and live life on your own terms. Get ready to transform your financial future with M.C. Laubscher's revolutionary insights! In this episode, we discuss: His prevailing viewpoint on the current state of the economy The cash flow strategies he is implementing in the uncertain future Unprecedented amounts of capital pouring into life insurance policies Infinite banking concept as a continuous process Creating opportunities with the unpredictable economy Connect with M.C. Laubscher: Linkedin: https://www.linkedin.com/in/mclaubscher/ Website: https://cashflowninja.com/ Book: https://cashflowninja.com/21inches Youtube: https://www.youtube.com/c/cashflowninja Podcast: https://open.spotify.com/show/4BIw1hrO1N7JC6fjtTutdK Facebook: https://www.facebook.com/cashflowninja/ Instagram: https://www.instagram.com/thecashflowninja/?hl=en 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/

Peter Reese is the President of Reelvest Properties, a prominent land development and investment company. With nearly two decades of real estate experience as a broker and investor, Peter has successfully purchased and sold hundreds of pieces of real estate for a profit, both for himself and his clients. In 2022, his land flipping and development business generated an impressive revenue of $3.5 million, and he's pushing to achieve even greater heights with a target of $10 million in 2023. Peter's extensive experience in the real estate industry has solidified his reputation as an expert in the field. In this podcast, Peter shares how his curiosity to learn about land flipping turned out to be hugely profitable and eventually becoming a multi-million business. His track record of profitable transactions and deep understanding of the market make him a valuable resource for listeners seeking insights into successful land flipping strategies. Peter provides important insights into the world of land flipping as he defines the concept and delves into the strategies he has employed to achieve success in this area. He discusses a deeper understanding of the factors to consider when evaluating land for flipping and development, allowing them to make informed decisions in their own real estate ventures. With numerous profitable real estate transactions under his belt, uncover Peter's wealth strategies while finding the right balance for his health and family! In this episode, we discuss: Peter's background and how he started his company Reelvest Properties Definition and overview of land flipping as a real estate strategy. Insights into the strategies employed by him in successful land flipping endeavors. Factors to consider when evaluating land for flipping and development. Maintaining a balanced lifestyle: Family, business, & health Connect With Peter Reese: Business - https://reelvest.com/ Podcast - https://turningprofit.com/ Free Land Flipping Community - https://www.skool.com/turning-profit-land-flipping-8440?invite=48d283de3d724193a45f65a0f2cb946e Instagram - @turningprofitpete & @reesepeter YouTube - @turningprofit Twitter - @turningprofit TikTok - @turningprofitpete 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/

Lior Gantz is the CEO of Wealth Research Group, self-made millionaire, and expert in implementing business and investment principles. Despite the challenges of growing up with a father who went bankrupt three times before he was 22, Lior is proof that formal education isn't necessary for success. Discover the motivational journey of Lior who failed, picked himself up, and persevered, dedicating years to grinding out 84-hour workweeks. Despite his challenges, he meticulously sought guidance from a trove of self-help literature and passionately shared his newfound wisdom with the world. In this episode, Lior shares his expertise in creating prosperous businesses, combining traditional deep-value investing techniques with contemporary fields like natural resources and blockchain technology. His investment philosophy is a game-changer, and his knowledge is unparalleled. Lior doesn't only strategize in making sound investment decisions, he is also an advocate for crucial steps of risk management, balanced asset allocation, and appropriate position sizing. He walks through his research on keeping investors in the loop with the most unique investment perspectives. Discover Lior's secrets to building wealth and achieving financial freedom! In this episode, we discuss: Lior's background and how he started with investing The current state of the world's economy Best sectors for investment opportunities Expert advice about Federal Reserve and inflation His investment philosophy and strategizing his asset allocation Connect with Lior Gantz: https://www.wealthresearchgroup.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/

Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. They have helped thousands of investors nationwide to save on taxes with proactive tax planning. Amanda and Matt shed light on the importance of working with a knowledgeable real estate expert, who specializes in navigating the complex tax landscape. As they discuss the limitations of CPAs' understanding of real estate investing, they emphasize the value of strategic planning in this lucrative market. They dive deep into the three most effective tax strategies for passive investors. These secret sauces are a game-changer! They uncover the latest tax benefits, incentives, and economic changes to ensure maximum returns. Looking to improve your tax strategy? In this episode, Amanda and Matt share valuable insights on how to develop a new mindset and approach taxes with confidence. Grab a notebook and get ready to take notes! In this episode we discuss: Amanda and Matt's background and how it all started for them. The importance of working with a tax strategist. Top 3 tax strategies for passive investors. Key tax changes to be aware of in the current economy. What recapture is and how you can plan it as a strategy. Connect with Amanda Han & Matt Macfarland: www.keystonescpa.com Instagram: https://www.instagram.com/amanda_han_cpa/ 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/

Kevin is a Real Estate and Marketing Professional with extensive business development experience who holds a sincere passion for helping investors achieve above average and safe returns. He has a successful track record of identifying and re-positioning multi-family value-add properties. When it comes to investment analysis and due diligence, Kevin Bupp is the go-to expert in the industry. His exceptional ability to identify potential high-yield investments and manage large rehab projects will help take your portfolio to the next level. Additionally, Kevin's extensive experience in property management will ensure your holdings operate smoothly and efficiently. In a market full of challenges, Kevin shares insights gathered from past downturns and how they apply today. His unique ability to identify rare investment opportunities is highly valuable. In this episode, he shares the strategies he uses to identify them, providing actionable tips for investors seeking to make informed decisions. Kevin discusses lucrative opportunities in mobile home park investments, exploring underserved markets and distinctive parking lot niches. He highlights the immense potential within this asset class, providing detailed insights into how individuals can participate and leverage this business model. Don't miss out on Kevin's episode and the distinct investment opportunities he presents! In this episode we discuss: Kevin's background and his experience in this alternative space. Biggest challenges in today's market. Kevin's intellectual strategies on how to identify unique opportunities. Investing in parking lot assets and how it works. Kevin's piece of advice on how to accelerate your wealth. Connect with Kevin Bupp: www.investwithsunrise.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/

Bikran Sandhu is the COO, CFO, & Co-Founder of Rise48 Equity and Rise48 Communities. Bikran's main responsibilities as COO includes overseeing underwriting, asset management, and investor relations for all assets. Bikran's main responsibilities as CFO include overseeing accounting, finance, and treasury at Rise48 Equity and Rise48 Communities. He resides in Scottsdale, Arizona with his wife Alice Pan. Bikran has a professional background in audit and assurance services where he worked at PwC LLP and audited Fortune 100 companies as well as pre-IPO companies. Bikran also worked at CNM, LLP and has a professional background in management consulting services related to SOX compliance, risk advisory, and transactional accounting advisory services for Fortune 500 companies. Bikran's passion for the product he sells is evident in his successful wealth trajectory. His exceptional asset management skills have led to quick success, with his company successfully executing multi-million dollar assets. Bikran reveals the logistics and benefits of an interest rate cap, while shedding light on the reasons for many business failures in the field. He shares how as an investor, it is imperative to assess both the company and its leadership before making a decision. Experience Bikran's transformative insights in this must-see episode that elevates your expertise to new heights. Don't let this opportunity pass you by. Listen now! In this episode we discuss: Introduction to Bikran's background. Bikran's Wealth Strategy. How successful and multi million assets are managed by Rise48. The cost of interest rate cap and how it works. Tips to identify high-quality operators. Connect with Bikran Sandhu: Bikran Sandhu LinkedIn - https://www.linkedin.com/in/bikransandhu/ Bikran Sandhu Schedule A Call - https://rise48equity.com/invest/ Rise48 Equity LinkedIn - https://www.linkedin.com/company/rise48equity Rise48 Equity Instagram - @Rise48Equity Rise48 Equity Facebook - https://www.facebook.com/rise48equity/ 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/

August Biniaz is the Co-founder and COO of CPI Capital. CPI Capital is a Real Estate Private Equity firm with its mandate to acquire Multifamily and BTR-SFR assets while partnering with passive investors as Limited Partners. August was instrumental in the closing of over $208 million of multifamily assets since inception. August educates real estate investors through Webinars, YouTube shows, Weekly Newsletter and one-on-one coaching. He is the host of Real Estate Investing Demystified PodCast. August, a seasoned real estate investor, has successfully navigated various areas of the industry while branching out into other business ventures. In his pursuit of financial prosperity, he discovered the key to wealth building and became enamored with the art of investing. Get ready to rent, because August has a game-changing concept: 'build to rent'. These portfolios of single family homes are designed and run specifically for renting, and perform just like multifamily buildings. This innovative asset class is on the rise, and definitely worth keeping an eye on. Catch the must-see episode featuring August - you won't want to miss it! In this episode we discuss: August's background and how he got into space. The structure of investing in the U.S. from an international country. August's journey into real estate and building wealth. Insights on the 'Build to Rent' asset class. August's advice on personal performance that yielded the biggest results. Connect with August Biniaz: Linkedin: https://www.linkedin.com/in/august-biniaz-23291460/ Youtube: https://www.youtube.com/channel/UCBliV4We30bjaKqmqri8jQg/videos 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/

A serial entrepreneur at heart, Dave Wolcott spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is an author and a host of the top rated "Wealth Strategy Secrets of the Ultra-Wealthy" podcast. In this captivating segment, Kary Oberbrunner delves deep into the pages of Dave's recently published book: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life! Dave Wolcott uncovers how to protect your money while multiplying it like the top one percent do. Holistic wealth is more than just money: it's a comprehensive expression of your mental, physical, and financial well-being. Dave shares his five-phase framework for building and following a holistic wealth strategy that will give you not only freedom of money but also freedom of purpose, time, and relationship. Once you start investing in holistic wealth, you will be on the growth path of an ever-expanding future.The Holistic Wealth Strategy empowers you to seize the lifestyle you've always dreamed about. In this episode we discuss: Dave's background and what led him to building legacy. What drove Dave to write this book? And what is his book about? How to make a paradigm shift in your mindset. The difference between being rich and being wealthy. Discovering the Holistic Wealth Strategy. Connect with Dave Wolcott: Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast 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 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 Email: [email protected] Connect with Kary Oberbrunner: https://karyoberbrunner.com https://ignitingsouls.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Zach Lemaster is Founder & CEO of Rent to Retirement, the largest turnkey real estate provider in the world: He is a seasoned real estate investor who has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial and new construction. Zach is a licensed Optometrist who practices on a volunteer basis. Zach started investing in real estate while working as an Optometrist & Captain for the US Air Force. This eventually allowed him to retire early from his career in medicine to be a professional investor by strategically investing in markets that maximize cash flow, appreciation & equity. Zach Lemaster, a real estate expert, knows that investing in property is no sprint, it's a marathon. It's a wealth strategy that shapes every aspect of his diversification in real estate, and influences how he builds up his portfolio over time. As he embarks on his lifelong journey towards financial success, he understands the importance of pacing oneself and taking the long view. The mastermind behind the revolutionary 'Rent to Retirement' investment company, touted as the world's largest turnkey real estate provider. With a keen eye for detail and a knack for uncovering the perfect resources, Zach guides individuals through every step of their unique investment journey, ensuring financial success for their future retirement. In this episode we discuss: How it all started for Zach, current portfolio, and his wealth strategy. A walkthrough of Zach's turnkey real estate company. Zach's perspective on the current market. What contributed the most for Zach as a personal development. Zach's piece of advice on how to accelerate wealth trajectory. Connect with Zach Lemaster: Website: https://renttoretirement.com Phone: 1-800-811-6781 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Mark Yegge, the Wealth Architect, has spent his entire life learning and teaching people about wealth and the importance of a success mindset. He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company - the company that ushered in after-hours trading. He then "retired" at the age of 39, but not before growing the company from nothing to a $30-million dollar enterprise. In addition to his achievements in business, Mark has authored books and courses including: Hacking Money, The Cash Flow Machine, Negotiate To Win-Win, The Secrets of Business, and others. Today, Mark manages several investment funds, is a Wealth Architect for 7- and 8-figure investors and provides wealth education through his learning ecosystem. Get a glimpse into the mind of avid investor Mark as he spills the beans on the fine art of diversification. His investment philosophy prioritizes cash flow and critical thinking, noting that success in the market is largely a mindset game. Mark's approach to financial planning revolves around one critical factor: cashflow. His strategies are meticulously crafted to optimize revenue generation in any capacity. In fact, Mark breaks down his innovative cash flow system, revealing the intricacies of his process. Experience an exceptional episode with Mark Yegge as he reveals the powerful influence of mindset in investing! In this episode we discuss: Mark Yegge's background and what led him to start at a young age. Mark's perspective about diversification. The impact of multi-dimensional Freedoms. Guidelines about liquidity. Mark's Cashflow system and how it works. Mark's piece of advice on how to accelerate wealth trajectory. Connect with Mark Yegge: Facebook: https://www.facebook.com/mark.yegge11 Facebook Group: https://www.facebook.com/groups/551434932601334 Instagram: https://www.instagram.com/markyegge/ LinkedIn: https://www.linkedin.com/in/markyegge/ Twitter: https://twitter.com/markyegge?s=20&t=Hbtm9dcLgpWuU3dwdXev0w Mark Yegge - Wealth Architect YouTube: https://www.youtube.com/@MarkYeggeWealthArchitect Covered Calls channel: https://www.youtube.com/@coveredcalls Websites: Wealth Architect Podcast: https://wealtharchitectpodcast.com/ Cash Flow Machine: https://cashflowmachine.io/ Destiny Creation: Destinycreation.com Mark Yegge: www.markyegge.com Hacking Money: www.hackingmoney.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Peter has been with MPI Family Office since its inception. He is a 2nd Generation member of the MPI Family Office and is a Principal Member as well as the Head of Real Estate. His day-to-day focus involves Underwriting and Vetting of investment opportunities. Before Peter joined MPI full time, he was the Senior Analyst for MACC Venture Partners, a privately held real estate investment firm, where he identified, researched, and underwrote multifamily assets. He helped lead $100m+ in multifamily acquisitions and raised $20m+ in equity in less than 2 years. Embarking on a transformative journey, Peter's aspirations transitioned from pursuing a surgical career to working in his family office with a real estate focus. By delving into unpaid internships, he sought valuable knowledge and honed in on his unique ability that included his underwriting prowess, shaping his future trajectory in the industry. Peter shares the fascinating evolution of his MPI family offices and the unique wealth strategy perspective he's developed. He delves into the specific opportunities and filters he navigates in today's market, and crucial processes that his company employs. Seize this incredible chance to tune in to an episode featuring the captivating insights of Peter Powers! In this episode we discuss: How it all started for Peter, and what switched his career vision. History of MPI Family Office and how it's evolved. Wealth Strategy Perspective MPI follows. Opportunities Peter sees for this year and what he is avoiding. Peter's advice on accelerating your wealth journey. Connect with Peter Powers: LinkedIn - https://www.linkedin.com/in/peter-powers-434116114/ Youtube - https://www.youtube.com/@mpifamilyoffice 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Richard C. Wilson is a third-generation Eagle Scout, loves investing in fun adventures and health, and is a husband, and father of 3 living in Scottsdale, Arizona. Richard owns Billionaires.com where he is interviewing 100 billionaires, and he is the CEO & Founder of the Family Office Club, with 4,000 registered ultra-wealthy families and 15 live events a year. His short-term rental property fund – InvestorResidences.com has equity in 83 properties, and his division focused on investing in profitable medical practices Medical Clinic Capital (MCC) has equity in 23 practices with $45M a year in revenue. Richard has helped create and formalize well over 200 family offices for ultra-wealthy families, including billionaires and a shark from Shark Tank. Richard believes that life is about building wealth, but not just financial gains: strong values benefit our families and businesses. Through his guidance, clients find balance in their lives - something he himself strives for daily as part of a commitment to health regardless of net worth. In this way, true "wealth" encompasses much more than money alone. Richard uncovers the true potential of family office clubs, revealing advantages for members in terms of community building, familial bonds and overall health. The ultra wealthy gather together to collaborate on success-oriented initiatives - an effective strategy that can dramatically increase the chances of achieving their goals. Take the next step in your journey to financial success and learn more about family offices! Investing in yourself is always a smart move - discover how you could get involved with this unique opportunity. In this episode we discuss: Richard's background and how he got into Family Office space. Richard's value system and elevated moral code. What is a family office, who is it for and what is the value of it? 3 Top attributes of the Ultra High Net Worth. Richard's singular piece of advice on how to escalate your wealth. Connect with Richard Wilson: [email protected] 305-420-553 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Scott Meyers and his affiliated companies focus on the acquisition, development, and syndication of self-storage facilities nationwide. He currently owns and operates over 2,400,000 square feet and over 14,000 units nationwide. His education organization, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage business. His various companies fund and build 4 - 6 houses each year in Mexico by taking his family, staff, and clients on an all-expense paid short-term mission trip. Scott understands the importance of a balanced life and has successfully leveraged his knowledge in real estate to achieve time freedom while building wealth. He is an expert at outlining strategic visions that create multiple pathways for financial independence - allowing him to enjoy both professional success and quality family time. Scott reveals how investing in self-storage can be a sustainable, profitable venture even amidst today's tumultuous economic climate. He delves into the operational aspects of this investment and provides insight into gaining an edge over competitors. In this episode, Scott dives deep into an exciting realm of innovative business models. Don't miss out on the opportunity to expand your knowledge! In this episode, we discuss: -How it all started for Scott. -A walkthrough of Scott's foundation and mission field. -Scott's vision and wealth strategy. -Specifics on Self Storage and how it's a sustainable investment. -Scott's experience on elevating your wealth trajectory. Connect with Scott Meyers: www.selfstorageinvesting.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

With us today is Mike Zlotnik. Mike is known in real estate circles as "Big Mike" due to his stature, but more importantly, he is known for his personal integrity and for having a keen understanding of the financial aspects of successful real estate investing. Mike has a depth of expert knowledge in the Pandemic created investment opportunities in real estate; what's "hot" and what's "cold" and where things are trending now. Mike knows that the future can be unpredictable, so he recommends taking extra precautions. He isn't just looking at potential gains - Mike is proactively stress testing his investments to make sure they'll stand strong even in a recession! It goes to show you how being prepared makes all the difference when it comes down to investing. Mike is a firm believer that real estate investments are far more reliable than the ebbs and flows of equity markets. He prefers to put his money into private properties, where he can be sure of a steady return. This episode has Mike Zlotnik spilling the beans on how to make real estate investing a financial success - don't miss out! In this episode we discuss: Mike's background, journey and story. The most important thing investors should be thinking about in 2023. What real estate options do you have with these rates? The future of real estate and where it's heading. Mike's piece of advice to accelerate his wealth trajectory. Connect with Mike Zlotnik: www.bigmikefund.com [email protected] www.bigmikefund.com 917.806.5029 (text) www.facebook/TFmanagementgroup www.youtube/TF Management Group, LLC 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

One of the most genuine, positive, and enthusiastic people you'll ever meet, Shannon loves nothing more than seeing people become better, happier, more successful versions of themselves and facilitating the honest, practical conversations that help them get there. Since joining Strategic Coach in 1991 as both a team member and participant, Shannon has helped grow the business beyond what founders Dan Sullivan and Babs Smith ever imagined possible, far surpassing the initial goal of reaching 500 clients. She's the creator of The Strategic Coach. Shannon showed us how to make a huge difference in our lives by harnessing the power of collaboration. Forget about trying to go it alone - Shannon helps you break free from that 'I can do better myself' mentality and level up with teamwork! She also delivers a reminder that life is about focusing on the things you're naturally good at and giving it your all. Find what energizes you instead of draining you in order to make work enjoyable! Rewire yourself, know yourself, and watch how many improvements you can make. In this episode, we discuss: -Shannon's story and how she started The Strategic Coach. -Shifting your mind to 'teamwork'. -Identifying and doubling your strengths. -Shannon's piece of advice on how to make personal progress. Connect with Shannon Waller: www.strategiccoach.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Gary Wilson's purpose in life is to guide you to wealth and income with real estate. He is an investor, realtor, and a coach teaching how to buy freedom from renting, flipping, and wholesaling real estate. Founded Global Investor Agent, an environment where investors collaborate with agents making high profitable income achievable. He is happy to share with you how to find the money in places where it may be hiding in plain sight. Gary's an ace in the game of economics. He swears by firm ratios as a key way to remain financially stable, even during a recession! His golden rule? Don't owe more than two-thirds of what you own - it pays off when times get tough. Mr. Wilson believes that the key to success is having a portfolio as diverse and unique as you are. Taking a holistic view, he armed his national team of agents with the knowledge needed to identify small multifamily investment properties that can bolster any investor's bottom line. Don't let this chance to listen in on Gary's podcast slip away! Tune in now and get a front row seat to hear the amazing wisdom that he has to share. In this episode we discuss: How Gary got into the real estate space. Keeping ideal ratios during a recession. Gary's personal wealth strategy and what his vision is. How Gary trains his agents and his national team works. Gary's piece of advice to accelerate their wealth strategy. Connect with Gary Wilson: www.globalinvestoragent.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Justin Breen is Founder/CEO of the global PR firm BrEpic and exclusive connectivity platform BrEpic Network. The purpose of his life is to be a connecting superhero for every visionary, abundance, investment-mindset entrepreneur who shares their stories with the world. Justin Breen is an active member of Strategic Coach 10x and Abundance 360 Summit. Dr. Peter Diamandis wrote the foreword for Justin's latest book, Epic Life, which made the Wall Street Journal/USA Today Bestseller Lists. In this episode, Justin Breen uncovers the art of unlocking your potential by focusing on what you do best. He explains how developing a mindset centered around "endless abundance" can help tap into hidden power and ultimately boost success. Despite hardships, those with the greatest challenges often possess remarkable strength and resilience. It's not always about having financial resources; true wealth lies in our perception of ourselves – achieving success both internally and externally. According to Justin, one's biggest investments should take place within their own home: nurturing relationships with family members is key! Want to broaden your perspective? Then tune in to Justin's episode - he imparts thought-provoking wisdom that will challenge and stimulate the mind. This is one podcast you won't want to miss! In this episode we discuss: Justin's background and his father's influence. How has Unique Ability changed Justin's life. Justin's abundance mindset and how it affects his lifestyle. Justin's biggest goal for 2023. Connect with Justin Breen: Wall Street Journal-USA Today Best-Selling Book "Epic Life" -https://lnkd.in/gKb5Reff Do you have Visionary, Abundance, Investment Mindset? -https://www.kys.coach/96382a667b443f0e BrEpic Network Launch Party - https://lnkd.in/eu_SyeXN Interview with Strategic Coach Founder Dan Sullivan -https://apple.co/3bktbcL Interview with Abundance 360 Founder Peter Diamandis -https://lnkd.in/edg7yVu Interview with Shannon Waller's Team Success on BrEpic Network collaboration with Mark Fujiwara - https://lnkd.in/dEJfMD2p Interview with Dave Will for Entrepreneurs' Organization EO 360 podcast -https://entrepreneursorg.libsyn.com/justin-breen Best-Selling Book "Epic Business" -https://www.amazon.com/dp/1734851007 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients. After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and transitioning them to digital platforms, Steven followed his passion to help families and companies thrive by becoming an expert in all areas of life insurance and advanced planning. In this episode, Steven shares the importance of being open-minded when it comes to financial advice and inviting different perspectives into your life - this way you can learn from their experiences while still maintaining control of your own journey. Steven explains the advantages of premium finance life insurance, a revolutionary way to save on costs while still benefiting from financial security. He dives into its fundamentals and potential rewards - making it an attractive option for those wanting reliable coverage without breaking the bank! Get ready to learn the secrets of creating a secure future with this episode! Hear Steven's cutting-edge advice on how to use life insurance as an effective tool for building financial independence. Don't miss out on his invaluable insights - tune in now! In this episode we discuss: Steven's background and what drove him to this destination. Top mistakes entrepreneurs are making. Steven's life insurance techniques and the benefits. The process of setting up a life insurance policy. Steven's ultimate piece of advice to protect your wealth. Connect with Steven Bowles: [email protected] www.catalystadvisory.io 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Derek Lobo is called the "Apartment Guru" because of his decades of speaking, writing, consulting, brokerage transactions, relationships, amortized knowledge, and industry wisdom. He is one of the most connected individuals in the apartment industry, living by his personal motto: always stay in traffic! As a student of new apartment construction, student housing, and affordable housing, Derek has established a sterling reputation and industry credibility as an expert advisor in these fields. Derek's keen insight and strategies have allowed him to broker some of the nation's largest and most complex real estate transactions. He is currently the Broker of Record and CEO of SVN Rock Advisors Inc., Brokerage. Derek emphasizes the immense potential of real estate investments, explaining how his personal journey has opened up new opportunities in this ever-changing industry. He urges early adopters to take advantage of their head start - it could be life-altering. Derek believes that home ownership should be seen as an opportunity for growth and development, not simply a problem. He emphasizes the importance of educating yourself - plus your family members- on potential opportunities in order to reap long-term benefits early on. Don't miss your opportunity to make strides in the world of real estate investing with Derek as your guide! Unlock valuable tips and tricks on how you can achieve success today. In this episode, we discuss: - Derek's remarkable success story since childhood. - The power of real estate investing. - Strategies to start early in the industry. - Derek's piece of advice to multiply your wealth. Connect with Derek Lobo: www.theselffundinghouse.com www.rockadvisorsinc.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022! Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies that are opening the doors to new transactional opportunities. In this thought-provoking episode, Emmanuel delves into the implications of inflation and how it's presenting a dualistic paradigm: an imminent risk but also newfound opportunities. As digital currency continues to gain prominence in our economy, he is optimistic on its trajectory as a potential asset class. Emmanuel is an invaluable resource when it comes to uncovering key information about digital currency and understanding the trajectory of central banks. He provides deep insights on risks, important factors to consider, as well as top-tier asset classes that should be part of your portfolio. Tap into the insights and valuable knowledge of Emmanuel Daniel in this unmissable episode! Get ready for an informative, entertaining journey that will leave you inspired. In this episode we discuss: Emmanuel's background and how his destiny changed. Where is the digital currency heading today? Emmanuel's perspective about Central Bank Digital Currency. Emmanuel's piece of advice to accelerating wealth trajectories. Connect with Emmanuel Daniel: www.emmanueldaniel.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

As a founding partner of Trowbridge Law Group LLP, Gene's law practice concentrates on the syndication of commercial and investment real estate through both debt and equity. Gene has represented over 650 clients in this area of practice. The median offering size is $3,000,000, but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D. As a former syndicator, who for ten years raised investor capital through the broker-dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws. As a long-time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book "It's a Whole New Business!" is really a "how-to manual" on real estate syndication. In this episode, Gene Trowbridge discusses the importance of pre-existing relationships with syndicators and how it needs to be built on trust and mutual respect. He addresses questions every passive investor should ask themselves to better equip them to make informed decisions. Gene explains the main difference between a 506b and 506c offering and uncovers what an accreditation status is to prove to the government that you're not a liability that they need to protect. He also shares how you can use your assets as an accreditation, such as property or tangible assets. Mr. Trowbridge shares his vast experience and knowledge on syndication, and reveals some fascinating insights that you won't want to miss! In this episode, we discuss: 1. How Gene got into the real estate space. 2. Questions every passive investor should ask. 3. Is the industry shifting more towards 506c offerings? 4. How and why you need to obtain an accredited investor status. 5. What is the mission of SCC? Connect with Gene Trowbridge: www.trowbridgelawgroup.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Darin Batchelder is a General Partner with vast experience investing in over 1,282 multifamily units across three states - TX, AZ & SC and developing a 200-unit RV park. As a Limited partner, he has investments spanning 35 properties populated by 9105 multifamily units and 100000+ square feet of retail space. Darin has been a business owner of TZK Capital since 2007. TZK Capital is focused on trading high credit quality performing real estate loan portfolios between banks to include residential, multifamily, and commercial real estate loans. Darin, an experienced investor, recommends aligning your finances with individuals you recognize and value. He explains how leveraging time & money through tax-efficient investments can grow a successful portfolio. Darin then shared his knowledge on RV parks which offer millennials more affordable homeownership capabilities due to current market restraints while simultaneously providing the opportunity for renters out there looking for something new. Reflecting back to the trials of Covid, Darin showcases how his cashflow was able to remain positive and keep him afloat during such uncertain times. By viewing this period through rose-tinted glasses he has also identified why multifamily assets are a strong performing investment in any recession - providing an invaluable lifeline for many investors. This episode with Darin Batchelder is not to be missed - gain expert insight into investing the smart way! In this episode we discuss: Darin's journey and how this industry started for him. Darin's approach to 2023 with the expectation of a recession. How Multifamily investments are a problem solving business. Darin's RV Park assets and how it is performing. One piece of advice from Darin to expedite wealth. Connect with Darin Batchelder: www.darinbatchelder.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Ashley Wilson, is the Co-Founder of Bar Down Investments, LLC & HouseItLook, LLC, Co-Host of The Passive Investing Show, Best Selling Author of The Only Woman in the Room, Knowledge and Inspiration from 20 Women Real Estate Investors, and a BiggerPockets' Series Host. She started investing in real estate in 2009 and has been involved in over $100 million in transactions within both single and multifamily real estate across over 1,500 units. In 2022, Ashley was a ConnectCRE Award Recipient. When Ashley is not working on her businesses, she enjoys spending time with her family, including her husband and their two daughters. Ashley and her husband are strong proponents of leveraging their investments, which led them to the multifamily housing sector. She wants diversification in her portfolio so that she can benefit from multiple markets regardless of how each individual asset performs. By spreading out across many different options, Ashley is able to maximize returns on investment while minimizing risk. Ashley believes that investing in the right team and taking a patient approach to building wealth is key for developing lasting legacy. To achieve this, investors need to be aware of market cycles and have alternate sources of income as preparation against any troubles with their main asset class. Take a moment to experience this amazing episode featuring Ashley and her unique insight. You won't regret it! In this episode we discuss: How Ashley's successful career began The components that Ashley follows to building a strong team Will there be any risks in 2023 for multifamily investors Are there any other ways to have cash flow? Ashley's piece of advice to accelerate your wealth trajectory. Connect with Ashley Wilson: https://www.bardowninvestments.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Rod Kleif is a serial entrepreneur and philanthropist who is passionate about business, high performance, real estate, and giving back. As one of the country's top real estate and peak performance luminaries. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. Rod's experience involves both remarkable triumphs and spectacular failures, which he affectionately calls "seminars:' Rod will explain the mindset required to recover from losing $50 million dollars in the crash of 2008 to the success he enjoys today. Rod brings incredible authenticity and insight to his approach to real estate, mindset, success, and life. Rod has a unique story that emphasizes the importance of mindset. Growing up, he had deeply-rooted doubts about his own worth - but through perseverance and commitment to his ambition, Rod was able to free himself from those external constraints. This is an inspiring example of how determination can help anyone achieve any goal they set their mind to; desire drives us forward and keeps us on our path no matter what obstacles we may face along the way. High focus and control over noise are key components to success. Rod recommends surrounding yourself with people who will push you; those that lead by example, embrace challenges as opportunities for growth, and strive towards higher standards. In times of crisis lie chances for major progress - choose your influencers wisely! Rod Kleif is a shining example of what's possible with hard work and determination. Tune in to this episode for all the knowledge you need to ignite your own success! In this episode we discuss: Rod's background and how he reached this success. How did Rod pull himself back up after losing $50 million. Rod's perspective on peer groups and choosing people who influence you. Rod's Wealth Strategy for the new year. Rod's one piece of advice that will move you. Connect with Rod Kleif: www.rodkleif.com www.rodslinks.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients. After Stephen received his degree at Portobello Business College in Dublin, Ireland, he held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives. When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore where they advise clients on gold, silver purchasing and storage. Stephen bravely traveled to Wall Street in the 90s and stood out as a financial disruptor at the technology department. Stephen drew upon his mother's impressive entrepreneurial spirit, which enabled him to powerfully protect their capital while learning invaluable skills along the way. Stephen advocates for gold and silver investing as the key to protecting wealth. He explains that while often overlooked, gold has immense value - it's more than just a commodity; it is money! Understanding its current market perspective today can be an advantageous strategy in increasing one's finances. Don't miss out on this wonderful episode with Stephen! In this episode we discuss: Getting to know Stephen and how his journey started. Stephen's perspective on gold and where we are heading today. Understanding the process to buying gold Security Protocols for the vaults What's the process to invest in GoldCore Connect with Stephen Flood: Website: www.goldcore.com Twitter - https://twitter.com/GoldCore Facebook - https://www.facebook.com/GoldCore/ LinkedIn - https://www.linkedin.com/in/stephen-flood-544905/ YouTube - https://www.youtube.com/user/GoldCoreLimited Special Audience Giveaway: www.goldintheusa.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Jeremy Roll has forged an incredible career path since 2002. After leaving the corporate world in 2007, he dedicated himself full-time to passive cash flow investments and successfully built up a portfolio worth over $1 Billion with more than 60 opportunities across real estate and business assets. As Founder & President of Roll Investment Group, Jeremy helms a group of 1,500+ investors aiming for profitable returns through managed investment solutions. He is also co-Founder of FIBI - For Investors By Investors: A non-profit organization launched in 2007 which seeks to bring education and networking together within California's largest public real estate investor meetings without any sales pitches being made. Faced with a dwindling stock market return, Jeremy decided to take his investing strategy in a new direction - passive investing. With this approach he sought out the best way to build cash flow and has been successfully putting money into these types of investments since 2002. This long-time investor's penchant for passivity shows how far you can come from taking an alternate route! Jeremy shares how he is a savvy investor who takes great care when choosing which projects to invest in. He only considers conservative projections and strives for investments that over deliver on their promised results. A rigorous background check of member entities ensures Jeremy is investing wisely, taking into account the experience needed to be successful in any sector he chooses. With such attention paid even before investing, it's no surprise that Jeremy stays firmly on track with his goals. Listen more and take notes of this informative episode with Jeremy! In this episode we discuss: Jeremy's background and journey that led him to this space. What drove Jeremy to passive income theory? Top 5 Ingredients Jeremy looks at before investing. The current market and Jeremy's input. What is Jeremy's profile now and where he's headed. Connect with Jeremy Roll: [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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Doug Middleton is a technology enthusiast and lifelong learner. He has spent the last two decades in IT sales, with a focus on customer ROI and success. He lives in northern Virginia with his amazing wife Jessica of 21 years who has blessed him with three amazing children. After careful consideration, Doug decided to make a break from the traditional stock market and invest in tangible assets. To take full advantage of his investment opportunities he began looking into different strategies for reducing taxes while simultaneously increasing investable capital. Among these options was Solar Loans which allowed him to pay less on monthly energy costs than if paying an electric company - all with the added bonus of receiving up to 30% tax credit! With this newfound Energy Independence came significant control over future energy cost as well, making it one worthwhile opportunity not easily overlooked by savvy investors such as Doug! With an investment in Solar, you can customize a system to suit your needs - emphasizes Doug. You can benefit from 25-year loans with monthly payments and no money down - you will start saving immediately. Listen now and learn more on how you can truly take advantage of energy independence with complete control over future costs! In this episode we discuss: How Doug became an investor and an entrepreneur. What is Solar and how can anyone deploy it? Energy Independence and how it is supported. How to go Solar and what it entails. Doug's top productivity habits and wealth strategy advice. 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Casey Meyeres is a Tax Partner with ProVision serving successful business owners, entrepreneurs, professionals, and investors with tax and wealth planning to help achieve their goal of financial freedom. With over 24 years of experience in public accounting, ranging from tax and audit compliance and consulting for a broad range of public and privately held companies, business owners, and high net worth individuals. The tax season is coming up and you're looking for ways to save on taxes? This episode is for you! With Casey's comprehensive knowledge of different industries, you will be able to find which strategy works best with potential investments in order to lower those pesky bills you receive from Uncle Sam every year. Casey takes you through the ins and outs of tax strategies to help you save money. He provides detailed information about how depreciation impacts your wealth's bottom line, as well as what steps are next for those interested in exploring this avenue - tax efficiency! With the wealth of opportunities available to W2 employees, it's easy for side hustlers and entrepreneurs alike. As long as you have that entrepreneurial spirit Casey is there with a helping hand! Tune in now and don't miss out on this amazing episode. In this episode we discuss: Casey's background and wealth journey. Casey's wealth strategy and how it has worked for him. Tax strategies for investing in oil & gas. Bonus depreciation and other advanced tax strategies. Creating a side hustle as part of your tax strategy. Casey's biggest wealth strategy advice for tax efficiency. Connect with Casey Meyeres: www.provisionwealth.com Call: 480-467-4400 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

As both a residential and commercial real estate investor, Dave Seymour has become one of the most recognizable experts in his field. His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations including CBS, ABC, CNBC, FOX News, and CNN. The New York Times reported that Dave Seymour's series 'Flipping Boston' posted the highest ratings ever for the A&E network at the time of airing. Dave has been sought after as a 'tell it like it is' mentor and motivator in the real estate world with a track record of unmatched success everywhere he reaches. Dave Seymour has been investing in multifamily properties for years now, but he really started taking it seriously after attending seminars and following the advice of those who knew what they were talking about. The first step is always education; without that there's no results-driven strategy. To make sure you're learning from both successes as well as mistakes, Dave suggests being willing to ask uncomfortable questions to educate and not speculate. Stay tuned as Dave Seymour will share his multifamily investing expertise with you in this informative and entertaining episode! In this episode we discuss: Dave Seymour's background and how he started. Dave's aspiration and advice for wealth creation. Dave's analysis on the benefits of investing in multifamily. Dave's philosophy to accelerate your wealth strategy. Connect with Dave Seymour: Website: https://www.freedomventure.com/ Call: 781-922-4418 Twitter - https://twitter.com/daveseymour343?lang=en LinkedIn - https://www.linkedin.com/in/daveseymour343/ Facebook - https://www.facebook.com/DaveSeymourLive Fan Page - https://www.facebook.com/yourflippingguy Instagram - https://www.instagram.com/daveseymour343/?hl=en 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Eric Rice is the Chief Growth Officer of King Operating Corporation. He started his business career in Chicago in wealth management for high-net-worth clients before spending almost 2 decades building his own businesses. Along the way, he worked with founders across multiple sectors to create profitable, enduring enterprises, demonstrating a keen eye for the nuances of markets and corresponding growth opportunities. His real-world market experience has made him a sought-after partner for entrepreneurs and investors around the globe. In this episode, Eric is loaded with information about the current climate and what our nation is going through. The Fed is raising rates during a recession, which we are currently in. This has never happened before and it is uncommon. Eric educates by sharing top key points of handling the current crisis, and guides on how to embrace during a depression. Eric has an extensive background in the precious metals industry. He speaks about how to invest wisely and profitably by investing in gold, silver, and oil & gas funds with no better commodity and certainty. You won't want to miss out on this educational episode and tons of things that you can learn from Eric during these economically challenging times! In this episode we discuss: Eric's background and his valuable learning experience. Eric's perspective about today's time and the geopolitical risks. The importance of investing Gold, Silver, and Oil & Gas. Portfolio allocations for the current climate. Connect with Eric Rice: [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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Dr. Sam Pappas is an Internal Medicine physician specializing in the fields of Personalized Medicine and Integrative Health and Wellness. He has over 25 years of experience and has practiced in a variety of diverse positions in both academic health centers and private practice. Dr. Pappas has received many recognitions and has been called "the Dr. Oz of Arlington". He is passionate about helping change the paradigm of disease-based medicine to one that emphasizes systems medicine, root causes, biochemical individuality, is patient-centered, and uses primarily lifestyle medicine to achieve optimal health and function. Your health is a precious resource. You have the power to make it yours and use technology as an ally in this journey. Dr. Pappas first focuses on understanding who you are - stress levels, hormones, and root causes that can determine where you are in your health today. Dr. Pappas also emphasizes the importance of understanding your values and priorities which will determine how successful it is for you to live a healthy lifestyle. He uncovers the framework for wellness and shares key points, tips, and supplements for a journey full of health. This episode is so insightful, one to keep in your books. Listen now and take notes! In this episode we discuss: Dr. Pappas' journey and unique philosophy. Understanding Integrative Medicine The Concept of 'Corporate Athlete' Dr. Pappas' framework for wellness and key points to work on. Biohacking tips and supplements. Connect with Dr. Pappas: https://pappashealth.com https://www.linkedin.com/in/sam-pappas-m-d-a3a8a93a/ https://twitter.com/DrSamPappas https://theleadersworkout.com https://www.linkedin.com/company/theleadersworkout/?originalSubdomain=np Resources: https://www.profilesinsuccess.com/profile/sam-pappas https://us12.campaign-archive.com/?u=44f97ac0cf542c9ad21eeff3c&id=afe194cad6 http://pappashealth.com/wp-content/uploads/2022/10/The-Importance-of-Supplements.pdf https://mailchi.mp/pappashealth.com/the-importance-of-blood-work https://us12.campaign-archive.com/?u=44f97ac0cf542c9ad21eeff3c&id=9d91d8d6f7 http://pappashealth.com/wp-content/uploads/2021/07/Top-Ten-Labs.pdf https://drhyman.com/downloads/MSQ_Fillable.pdf https://pappashealth.com/covidactionplan/ 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Andrew Campbell is a native Austinite and Managing Partner at Wildhorn. He is a real estate entrepreneur who first broke into the business in 2008 as a passive investor. In 2010 he transitioned into active investing and management of a personal portfolio that grew to 76 units across Austin and San Antonio. He earned his stripes building and managing his personal portfolio before founding Wildhorn Capital and focusing on larger multifamily buildings. At Wildhorn, he is focused on Acquisitions and maintaining Investor Relations, utilizing his marketing and communications background to build long-term relationships. Andrew shares how the multifamily industry is on fire, and it's no surprise why. With rising rents throughout the country there are more opportunities than ever before for those looking to invest in this space wisely- apartment buildings don't just give you returns but they also protect your assets from inflation. Mr. Campbell also shares his philosophy - to do more alternative deals and get better investment results. Whether it's investing in different assets or finding investment opportunities - taking action is the best way to learn. Don't miss out on this episode with Andrew, to also learn how Wilhorn values equity and fairness so that everyone has an opportunity at living their best life! In this episode we discuss: Andrew's background and how he got into real estate. Why choose a team like Wildhorn? Is Multifamily a good option during the current market? What is "safe" in multifamily investing? The forecasts of 2023. Andrew's piece of advice on accelerating your wealth journey. Connect with Andrew Campbell: https://wildhorncap.com [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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

As the founder and CEO of King Operating Corporation, Jay Young drives strategy and vision for the Leadership team, with oversight over operations and client relations. An oil man at the core, Jay has been in the oil and gas industry for almost 30 years and his family has been in the business for over 100 years. ‍In addition to his duties at King, Jay hosts the podcast the Jay Young Show, and is a Forbes Books author of "The Upside of Oil and Gas Investing", wherein he breaks down the story and strategy behind the King investment model. From a thousand wrong ways of investing in oil and gas, Jay speaks about his book that guides you to the ultimate way of investing. "The quality of your questions can determine the quality results." emphasizes Jay; to structure your investment and create wealth the right way. Jay also speaks about how King Operating is different from any other investment. He shares his perspective on the incredible opportunity for investors to join the second Oil & Gas Fund 2 that will be launched in October, the tax benefits investors should take advantage of, and how they can diversify their commodity and why now is the time to be invested in energy. Make sure to dive into this episode if you are looking to learn more about our upcoming investment opportunity and the specifics of the oil & gas funds! In this episode we discuss: How did Jay get into the Oil industry? What did the 30 years encounter? Jay's personal wealth strategy. What do the oil and gas assets consist of? How is King Operating Fund different? What are the biggest risks in Oil & Gas investment? Upcoming OG Fund 2 Highlights Jay's advice on how to accelerate your wealth journey. Connect with Jay Young: www.kingoperating.com www.upsideog.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Billy Keels runs First Generation Capital Partners, is originally from Columbus, Ohio and has an extensive career in the tech industry and currently lives offshore in Spain. Billy was a successful tech sales executive that was following traditional financial planning advice by investing in his 401k and the stock market. He did not have the time nor understood that there was a better way to intelligently invest his high income in an alternative approach. Then, through a series of events Billy made a decision to challenge himself to learn everything he could about all things money and investing. His mission was to turn his high wages into financial freedom. Eight years later, Billy achieved and created a monthly passive income that met all of his expenses. Now, Billy's mission is to guide you to your own freedom! When Billy realized that saving was actually investing, his life changed. Not only did he have more financial freedom but also a newfound sense of independence and self-control in all aspects that mattered both personally as well as professionally. "Cashflow is the bloodstream for the body", shares Billy and stresses how tax benefits work to keep more revenue for yourself and create financial freedom. Make sure you don't miss this opportunity to hear an amazing episode with Billy Keels, he will walk you through the process of creating your financial freedom in this episode! In this episode we discuss: Billy's background and how it all started for him. Billy's business today and how it has prospered. How financial freedom changed Billy's life. Billy's personal wealth strategy. The biggest risk in investing. Connect with Billy Keels: https://www.firstgencp.com https://www.firstgencp.com/invest https://www.linkedin.com/in/billykeels/ https://www.linkedin.com/company/fgcp/ https://www.linkedin.com/company/the-going-long-podcast/ https://www.instagram.com/billykeels/ https://twitter.com/billykeels https://www.youtube.com/c/KeePonCas 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Ted Lanzaro is a highly recognized and respected Certified Public Accountant, real estate investor and real estate broker. He is the founder of Landmark CPA Group, a boutique CPA firm specializing in accounting and taxation for the real estate industry. For the past 31 years, he has helped thousands of real estate business owners, entrepreneurs and investors all over the United States implement cutting edge tax strategies that save them thousands of dollars annually on their taxes. Ted runs the Lanzaro Commercial Investment Group which does investment acquisition and disposition for real estate investors and private equity firms as well as his personal investments and syndications. Today he shares with us how it is important to put tax strategies in place within the year and safeguard it because planning is where all the tax benefits and wealth comes from! Listen now to Ted's incredible discussion and take notes of his top tax strategy secrets! In this episode we discuss: Ted's background, and how it started for him. The structure of Bonus Depreciation. Top Tax Recommendations and Opportunity Zones. Ted's Top 3 Tax Strategies Connect with Ted Lazaro: www.landmarkcpagroup.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

RJ Burr, is a third generation producer of American oil. Born into the industry, Mr. Burr was at his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, RJ funded his first partnership and never looked back. RJ is the Sr. VP Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr. Burr's companies have raised and deployed over $300 million in upstream development and have partnered with some of the largest oil and gas companies, namely Shell, BP, and Marathon, to develop several million barrels in reserves. In this episode, RJ Burr shares how oil is a necessary component of our society and must be preserved for future generations. He also covers how drilling programs provide significant tax benefits while providing access to key raw materials, making them an attractive investment opportunity! Oil is an integral part of our society and will be for the foreseeable future. "When you restrict a country's energy, you restrict their growth" RJ shares, emphasizing the importance of oil & gas production and the benefits of investing in a drilling program. Don't miss out on this great episode with RJ Burr to discover more about the current situation on oil and gas and its fundamentals. In this episode we discuss: How it all started for RJ Burr. The history of the oil and gas industry and where it is today. How RJ articulates the current supply and demand imbalancement. Where does RJ foresee oil and gas prices heading? Single biggest recommendation to get into the oil and gas industry. Connect with RJ Burr: www.panex.us/learn 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, Dave Wolcott, CEO of Pantheon Investments is a guest on the Cash Flow Connections Podcast. He chats with Tyler Lyons about his experiences as an investor and how he provides cash flow and diversification from all kinds of markets. Dave also shares his expertise in the financial world and discusses how he is able to help investors achieve their goals by developing alternative wealth strategies. Mr. Wolcott shares the key pillars to creating holistic wealth strategies that every investor needs to know and the 3 wealth killers you need to be cautious of! Dave's mission is to help investors achieve their financial freedom through investing in tangible real estate assets that provide cash flow, low risk, diversification from the stock market, tax efficiency, and attractive returns. Don't miss out on this amazing episode to learn more about Dave Wolcott, his legacy wealth creation, and your next investment opportunity to offset your income! In this episode we discuss: What the key pillars are to creating a holistic wealth creation strategy. What the "three wealth killers" are that investors need to be aware of in their wealth creation journey. Why "infinite banking" is a key piece of infrastructure for legacy wealth creation. The niche investment that passive investors can use to offset active income. Cashflow Connections Podcast: https://asymcapital.com/podcast-post/e504-tt-holistic-strategies-for-creating-wealth/ 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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/