Wealth Strategy Secrets of the Ultra Wealthy Podcast

Yonah Weiss is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving hundreds of millions of dollars on taxes through cost segregation. Yonah has a background in teaching and a passion for real estate and helping others. He's a real estate investor and host of the top podcast Weiss Advice! Are you looking for significant tax deductions? Yonah shares how you can break down a property from an engineering perspective and maximize your write offs! He shares how depreciation is an important part of the cost-segregation process, and it's not a bad thing at all! It allows you to value your assets and calculate how much they will be worth at certain points in time, which can help with financial decisions down the road. The more information you have about your tax deductions the easier it will be to make informed investment decisions. If you're looking to take a big deduction on your taxes, this is the episode for you! In this episode we discuss: Background, journey, and how Yonah got to real estate. What is a cost-segregation study and how does it work? How to accelerate bonus depreciations and the rules around it. How does depreciation recapture work? Yonah's piece of advice to accelerate your wealth journey. Connect with Yonah Weiss: https://www.yonahweiss.com/ https://www.instagram.com/yonahweiss/ https://www.linkedin.com/in/cost-segregation-yonah-weiss/ 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/

Jeff Huston is a business leader who understands the world of growing and protecting wealth. As a visionary, Jeff developed 3D Money with the investor in mind, drawing from his vast experience in the financial world. For 30 years, Jeff has owned and developed businesses, from insurance and financial services to raising money for REIT investments to leasing companies and note offerings. Jeff's story is one of passion, drive and innovation. He began his career in the insurance industry before moving on to financial services where he raised money for REIT investments among other things over 30 years ago - but it wasn't until 2002 that this day turned into something red-letter! That year introduced him not only to alternative investments but also an entire new world with all its opportunities at every turn imaginable. Jeff uncovers how financial success started for him by being aware of the micro-economic terms around him. This is one of the most informative episodes we have ever had! Jeff provides tons of information about investing strategically in alternative assets, along with a process that will help you get started today! In this episode we discuss: Jeff's red letter day and how he transitioned from traditional financial planning to alternatives. How alternative investments bypass wall street. The awareness of micro-economic terms. Jeff's personal wealth strategy & portfolio allocations. Jeff's philosophy on leveraging whole life: infinite banking. Jeff's wealth strategy sentiment Connect with Jeff Huston: www.3dmoney.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/

Dedicated to developing others' talents and skilled at puzzling out how the different parts of a person fit together, Julia Waller creates paths for people to grow and fully express who they are by connecting the dots between their experiences, talents, and passions. For more than two decades now, Julia has been having one-on-one Unique Ability meetings with Strategic Coach team members, helping them zero in on what they do best so they can be more productive, creative, and fulfilled. Julia has joined us on this incredible episode describing the evolutionary dynamic process of Unique Ability. She explains how we each have a hidden, unique ability that is generated through energy and passion. She teaches us what it means to find clarity in your mind so you can discover true freedom, productivity, creativity, and results. Julia uncovers her experience, skills, and passion for helping people maximize their special talents to achieve better results. "Looking behind the curtain and diving deep into people's talents is a great honor," Julia says, describing how Unique Ability has helped people align their lives and live in exponential growth! Don't miss this incredible opportunity to learn more from Julia Waller, and be ready to discover your unique recipe for being you! In this episode we discuss: 1. What is Unique Ability? How do you discover it? 2. What is the Kolbe test and how does it work? 3. Julia's biggest insights on Unique Ability. 4. Julia's personal development practice for better success. Connect with Julia 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/

Erik Cabral left corporate America after 20+ years. He jumped head first into real estate investing in order to achieve financial freedom. Educating himself, building networks, and analyzing hundreds of deals he purchased his first multi-family building in less than one year. He's a partner in the Renault Winery & Resort, which is the 2nd oldest winery in the US, offers private capital to his network of investors for various projects and looks for opportunities to expand and grow his network. Erik shares how it all started and his experience in branding, and marketing strategies as well as helping others leverage the power within the podcasting platform. As a family man, Erik has been able to see the importance of creating an environment where he can thrive. Due to his strong work ethic and focus on boundaries he was able to gain clarity and maximize productivity. Erik stresses the importance of focus in order to achieve goals towards successful entrepreneurship while he prioritizes his family and supports their values! Listen to this amazing episode for some great advice and motivation! In this episode we discuss: How it all started for Erik Cabral. What is Erik's personal wealth strategy? Erik's personal vision statement. Erik's personal boundaries and structure. Mr. Cabral's advice for you to accelerate your wealth! Connect with Erik Cabral: www.erikcabral.co/guide 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/

Alix has been involved in real estate, construction and development for the last 20 years. He started his career in Colorado founding his own high-end construction company and grew it to be the largest and most successful firm in Southwest Colorado. Shortly after starting his own building company in 1999, Alix started investing in real estate with single family spec homes, single family rentals, commercial and multifamily rentals. Over the last 15 years, Alix has successfully completed several townhome, mixed-use and single-family developments! Alix has been an entrepreneur his entire life. He shares the principles of how he's built and managed multifamily properties, single-family homes as well as commercial buildings for over 20 years now with the goal of growing. He has broad based experience and knowledge of multiple real estate asset classes and is focused full-time on growing his private equity real estate firm; Ashland Capital. He uncovers the benefits of investing in student housing asset classes and walks through the details of developing success in this opportunity. Alix concludes by giving out the wisest advice to our listeners by emphasizing the importance of measuring risks. Tune in to this episode and you'll be sure not to lose any secrets about investing with success! In this episode we discuss: Kogan's background and how the real estate journey started for him. The development of Ashland Capital and where it's heading today. The spike, demand and the details of the Student Housing Asset Class. Alix's perspective on the current market climate. Alix's personal & professional wealth strategy advice. Connect with Alix Kogan: https://ashlandcapitalfund.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/

Zach Haptonstall, is the Chief Executive Officer and Co-Founder of Rise48 Equity, which has completed over $1.5 Billion dollars in transactions in just 3 years since it was founded in 2019. Rise48 Equity now has over 100 full-time employees in Phoenix. Zach has been a licensed Real Estate Agent in Arizona since 2016. He is also an official member of the Forbes Real Estate Council, a Directors Council Member of GPEC, and is a #1 Best Selling Co-Author of "Success Habits of Super Achievers. Zach talks about his journey and his initial necessity to pay off his bills which led him into work that wasn't satisfying or rewarding. He aspired to have freedom from time constraints which seemed hopeless until a lightbulb went off - building wealth through passive income! Today Zach is on fire with his entrepreneurial journey and shares his successful strategy to getting to $1.5B in assets under management. diversifying his wealth and uncovers the current market. He also shares insights on the current market trends in the Phoenix market for multifamily and how they are adjusting to preserve strong returns for investors. Meet Zach and learn how the real estate industry led him to develop skills while building confidence in himself as well! You'll be able to learn some of the secrets behind his success and his market predictions for 2023! In this episode we discuss: Zach's background and his inspiring story. Zach's inspiring Billion Dollar by 40 goal and comprehensive wealth strategy. What Zach is doing with Rise48 Equity today. The current market and 2023 predictions. Biggest insights from Zach's book and his piece of advice! Connect with Zach Haptonstall: www.rise48equity.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/

Ben Fraser is responsible for capital markets at Aspen Funds, a macro-driven alternative investment firm, having raised $100MM+ from investors over the past several years. Ben has experience as a commercial banker and underwriter, as well as working in boutique asset management. Ben is a contributor on the Forbes Finance Council. He is also a co-host of the Invest Like a Billionaire™ podcast. Ben reveals the many benefits of investing in alternative assets, and how it can help you build your wealth through tax efficiency and predictable cash flow! He doesn't only uncover the principles of investing, he also shares the massive benefits of different asset classes and their opportunities the ultra wealthy have been implementing for decades. Opportunities like investing in oil and gas support another macro trend, with the lack of supply paired with long term global demand and the lack of infrastructure to meet the demand. Mr. Fraser shares some insights on the benefits of investing in this asset class and further shares his perspective on the current inflationary climate. You'll learn everything you need to know about macro economic trends and alternative assets with Ben, don't miss out on this fueled episode! In this episode we discuss: Ben's background and journey to how it all started. Ben's principles of investment. Oil & Gas trends and what you need to know to invest. Insights on the current inflation environment. Fraser's piece of advice to accelerate your wealth. Connect with Ben Fraser: https://aspenfunds.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://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Christopher Nelson is an experienced technology executive (2 x IPOs), real estate investor, author, and the Principal and co-founder of Wealthward Capital. Wealthward Capital is a real estate investment firm with a diverse portfolio of over 3,000 multifamily units, mobile home parks, and ATMs. Christopher shows technology employees how to achieve financial independence through education and creating passive income portfolios. He is currently editing his book, "From No Dough to IPO". In this episode Christoper shares his story of how past mistakes have taught him to implement an accelerating mindset for building wealth and creating value with what he's learned along the way. "The biggest lessons are always found in our failures" says Christopher, sharing how his journey to financial freedom has been fueled by distilling failures. Christopher has found the perfect niche in mobile home parks. He shares his knowledge of how these businesses are made for cash flow and he explains how they diversify your income. Don't miss this episode to incorporate Nelson's powerful advice into your daily routine so you can build an extensive income stream! In this episode we discuss: Christopher's journey to successful IPOs. The value found in learning experience and the education of the ultra wealthy. Asset class and current market of Mobile Home Parks. Nelson's personal wealthy strategy and ways he accelerates his wealth journey. Connect with Christopher Nelson: www.thrivecommunity.fund www.wealthward.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/

In 2012, Reed Goossens quit his job in Australia and moved halfway across the globe to the US to change his life, and to chase a dream. With limited funds, no investing experience, and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm, RSN Property Group. Reed now syndicates large multi-million dollar deals across the U.S.; he has now achieved financial freedom and taken control of his life. Reed is also the host of the successful podcast, Investing in the U.S., wherein he invites other distinguished real estate investors and entrepreneurs to speak with him about their success and help guide other investors who want to successfully invest in the U.S. He shares his story about how he went from working for other companies to leveraging opportunities that led him to passive investing. He describes his journey saying "it's okay if you take small steps as long as you're moving forward The entrepreneur shares his insights on the state of entrepreneurship and how he's expanding nationally. He also talks about what markets are important for him, as well as some strategies that have helped him sustain it. You'll learn more from this session than you could imagine - listen closely because there are tons of take aways! In this episode we discuss: Reed's background, family & moving to the States. His vision and what drove him to multifamily. Where is RSN today? The current market and the strategies to remain an active investor. One practice that yielded the biggest results for Reed. Connect with Reed Goossens: www.reedgoossens.com www.rsnpropertygroup.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/

Jason Yarusi is the founder of Yarusi Holdings with his wife Pili. They have acquired $100M in real estate across 1100 Multifamily Units since 2017. He is an avid ultra runner and workout enthusiast. Hosts The Multifamily Live Podcast and The Jason and Pili Project (podcast). Jason is also the founder of the New Jersey Multifamily Live Club with over 2,000 members that focuses on Real Estate Syndication and Multifamily Investing and trains others on the success formula for buying apartment buildings. Jason opens up about his journey into entrepreneurship that spanned starting and exiting multiple businesses in the past 15 years. His family construction business was the start to where he is today and how his success has elevated. The multifamily industry is a challenging and rewarding one. It takes patience, innovation skills, strategic thinking to be successful in this business and Jason has proven to do so! Jason's wealth strategy is a personal and professional success story that will inspire you. He shares how he improved himself as an individual, which gave him the strength to take on bigger challenges in his business. He is a motivator and guide through the perils of personal success, who achieves professional goals with self-awareness. In this episode we'll hear from Jason and his insights that will empower your life! In this episode we discuss: Jason Yarusi's personal and professional background. His pieces of wealth strategy and multifamily approach. The incredible athletic journey and determination. His strong mindset to being an amazing husband, father and entrepreneur. Connect with Jason Yarusi: www.yarusiholdings.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/

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $300M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. Rob shares how he was raised in a family full of real estate professionals, but his love for numbers led him down an altogether different path--underwriting! His interest in numbers grew so intense that led him to his own success. He tells us about how he learned underwriting - which led him to create an inspiring book and the benefits of this powerful strategy. Rob breaks down the process of how to determine if an opportunity is worth pursuing, and provides some handy tips for getting a good deal. The process of underwriting can be a difficult one, but it's imperative to ask the right questions. Rob outlines some key considerations for ensuring that any new proposals or projects will stand out from others in their field and get merit-extra points towards being successful. The underwriting strategies are just around the corner with this amazing episode. Don't miss on the principal details - I know you won't regret it! In this episode we discuss: Rob Beardsley's roots in real estate and how it started The difference between active and passive investments The process of underwriting Key questions to underwriting Biggest insight from Rob's multifamily underwriting book Connect with Rob Beardsley: Link: www.lscre.com for free UW model download. 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 Coyne is a full-time Real Estate Syndicator and Real Estate Investor. Richard formed JCLange and Company in 2016 to invest in Real Estate and later teamed up with Bill Zahler to form Park Capital Partners. Park Capital Partners helps busy professionals achieve passive income by gaining access to the private real estate market through shares of syndicated Multifamily real estate investments. Richard's journey began when he realized ways to accelerate and build wealth by creating a disciplined plan for the long term. He discovered ways of how the wealthy are really investing and followed the path of the secrets of the ultra wealthy. Richard walks us through the fundamentals of his foundation and how it is modeled to give back to the community. He shares with us not only what it means for a foundation to be successful but also some tactics that have been key in increasing value within investments. With a voice full of determination, Richard stresses the importance of education and action. He believes these two points will help you reach your destination. Don't miss out on this episode - it's one that needs to be shared! In this episode we discuss: How Richard got into real estate and how it all started. How are the ultra wealthy really investing? The fundamentals of Park Capital Partners What are some tactics Richard has employed to increase value? Mr. Coyne's accelerating wealth strategy advice. Connect with Richard Coyne: Website: parkcapitalpartnersllc.com Linkedin: linkedin.com/in/richardjcoyne Email: [email protected] Mobile: 404-245-9732 Podcast: The Road Less Traveled Show YouTube: The Road Less Traveled Show FaceBook: @ParkCapitalPartners Twitter: @ParkCapitalPartners 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/

Wayne Courreges leads the investment lifecycle and investor relations for CREI Partners— a multi-family investment firm focused on SE United States. His current projects include a 98 unit build to rent development in Lafayette, LA and recently went under contract for 101 units in Houston, TX. Over Wayne's 15 year commercial real estate career, he has worked closely with dozens of real estate professionals executing their property repositioning plans of over $60M. Wayne earned his MBA from the University of North Carolina Kenan-Flagler Business School and served in the U.S. Marine Corps. In this episode, Wayne shares the interesting and inspiring story of his origins and how his curiosity led him to owning his first rental property at a young age. He uncovers his background in commercial real estate, passion in leading teams, and desire to increase his investors and team's wealth. Wayne explains the importance of property asset management and how it is the process of maintaining and improving the value of a property portfolio. It involves activities such as monitoring performance, making renovations and improvements, and carrying out marketing and tenant retention strategies. Mr. Courreges emphasizes on how creativity can increase value and attractiveness to residents and shares tips on what really matters to residents. Tune in this week as we chat with Wayne Courreges about how to make your property management more efficient! In this episode we discuss: Wayne's background and origin. Wayne's first rental property and the lessons he learned along the way. What it takes to create effective asset management. How to build creative ways to increase value and attractiveness to residents. Wayne's piece of advice to accelerate your wealthy strategy. Connect with Wayne Courreges: https://www.creipartners.com https://www.creipartners.com/ebook/ 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/

Logan Freeman is co-Founder and Principal of FTW Investments and serves as the Chief Development Officer. Logan has facilitated over $150M in real estate transactions. Mr. Freeman is an advocate for affordable housing and works closely with many organizations in helping to end homelessness in Kansas City. Understanding how to "do well by doing good" is Logan's motto and has made it his "why" for doing business. Logan's entrepreneurial journey is an inspiring one! He demonstrates the true spirit of entrepreneurship that has been driven through hard work and self-education. He shares his outstanding transformation and how he overcame the challenging conventional mindset that led him to new opportunities. He has a unique understanding of the needs and wants of sophisticated investors enabling him to effectively support individuals and organizations along their investment journey. He covers the many details of the current market and what assets he focuses on. Logan's story will guide you on your journey towards success as it has done for him - just listen closely because he shares some valuable insights about reaching higher levels in business or investing with confidence that only someone who has been there can truly understand. In this episode we discuss: Where it all began for Logan and how he got into real estate. Logan's amazing transformation and mindset. Personal wealth strategy that Logan believes in. What is new in the market, what assets the FTW focuses on and what is the buy back. Mr. Freeman's way of accelerating your wealth trajectory. Social Media/Website Links: Website: https://ftwinvestmentsllc.com/ LinkedIn: https://www.linkedin.com/company/ftw-investments/ Instagram: @ftwinvestments 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/

Kevin L. Day is one of the leading estate planning and international asset protection planning attorneys in the United States. He was a university academic administrator for eight years, a law professor at the doctorate level and a law school Dean of Students, before going into private practice. Mr. Day is very active in both business and community affairs. He was a member of San Diego's International Affairs Board and has served as a delegate on many economic and trade missions. Kevin's words are known to inspire and motivate audiences, with his expertise in asset protection he shares the ever-changing world of finance, he dives deep into asset planning for entrepreneurs and high net worth individuals. He takes you through the different types of strategic trusts and their advantages. He explains the different trusts that you can use as an investor to protect your assets and how these trusts have the bulletproof result you would want to have. Kevin's interview is one to keep in your books. He has great intuition for your wealth protection! In this episode we discuss: Kevin's background and how he got to where he is today. The proactive way of looking at asset protection. What is the roadmap to asset level protection? How do you architect the right asset wealth strategy? Domestic Trust Vs. Offshore Trust. How does Kevin accelerate his own wealth and the counsel he has for you! Connect with Kevin Day: Email: [email protected] Phone: 858-755-6672 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/

Pete Snell is a disciple of Jesus. Husband. Father. Growth Fixer. Mountain Bike Crash Magnet! In collaboration with King's CEO Jay Young, Peter focuses on prioritizing the lens of the partner and scaling the business. Peter's role centers on the disciplines of Partner Relations, Strategy, Marketing, and Sales. He founded and led a company through 2.3X average annual growth for 3 consecutive years, served as Co-creator and Lead Fundraiser of the Robert W. Campbell Award. Personally closed $339M new business revenue in a 5-year span, led 2 different sales teams to above-annual-quota performance. Pete takes us through the ins-and outs of investing in a King's fund that specializes in Oil & Gas funds - that provide depreciation against active (W2) income, monthly passive income, and significant upside potential. Investing in oil and gas is a smart move for savvy investors. With the ever-increasing global demand, this is a huge opportunity to be on the right side of capitalizing on energy production and will create multiples on your money at exit and also produce strong passive income. What's even better? Pete and Dave review the complete business model and assess risks so you can invest in this unique opportunity alongside Pantheon & King Oil. You won't want to miss this episode! Pete uncovers the lucrative upside investing in Oil and Gas as well as the most significant risks. The information in this episode is sure to help you navigate through all the aspects of a successful investment in this space. In this episode we discuss: How Pete got into the space of investing How to offset your active (W2) by investing in oil and gas The ideal O&G business model with tax efficiency, passive income, & lucrative upside The biggest risks to this asset class Pete's perspective on personal development & the King Oil values If you are interested in investing in this opportunity and are an accredited investor please be sure you have signed up to our investor club at: https://pantheoninvest.com/investor-signup/ to receive all the details. Connect with Peter Snell: UpsideOG.com KingOperating.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/

Dan is one of the managing partners with PassiveInvesting.com which is a national passive real estate investing firm based in the Carolinas. He has led his real estate syndication company to acquire 4,200+ units with a portfolio valued over $1 Billion with just over 1,750 investors active in those assets. Mr. Hanford is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 40,000 members. He also has one of the most popular apartment investing podcasts on iTunes called "Multifamily Investor Nation" where he only interviews active multifamily investors that have closed a deal in the last 12 months. Dan was on our show today where he opened up about his journey from chiropractic clinics to building a real estate firm with over $1billion in assets! He uncovers the story of how being stuck in a job made him feel like there wasn't any room for growth, but then again entrepreneurship is all adrenaline. Dan was not just able to build this empire but also have control over his tax strategy where he emphasizes the importance of depreciation to get him to a tax rate of zero! He has been able to use depreciation, an accounting term for the wear and tear on your assets over time that reduces value in comparison with what they would have been worth. Dan's story is one of hard work, dedication and perseverance. His advice on how he achieved success and the lessons learned from his journey is sure to make you want for more! In this episode we discuss: Intro into Dan's journey from Chiropractic to Passive Investing Methodologies Dan uses to track and organize his goals How to Utilize particular tax strategies The power of Bonus Depreciation Dan's passive investing business, where it is today and how he creates impact Hanford's golden advice and lesson for your next wealthy strategy 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 Your Ticket: www.MFINCON.com Be sure to include your promo code, which will give your network $200 OFF the ticket price. Your PROMO code: PANTHEON Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Byron Elliott is a Founding Partner of 3 Pillars Law and the Chief Vision Officer of REI Keyholder Limited. He is an experienced attorney and business owner who has supported real estate syndicators through acquisition, due diligence, closing, entity formation and private equity offerings. As Chief Vision Officer of REI Keyholder, he provides direction on the investment strategy for the organization, delineates roles and responsibilities of team members, creates strategic partnerships, and interacts with public officials. The idea of syndication has been a hot topic in real estate for years. But what does it really mean? Byron dives deep into this subject and gives his insights on how syndication works! He explains how an investor must raise money for bigger projects if they want more exposure on the investment side of things - which will allow them to get involved early enough before prices go up even higher! Byron stresses the importance of really understanding how taxes work and being mindful about all of your capital sources. With tons of great questions, we wrapped our show with Byron! We're glad to have had him on the podcast as he provided us with in-depth information about real estate syndication strategies! In this episode we discuss: Details of syndication and its strategies. Key points of due diligence as an LP investor. Byron's personal wealth strategy and the lessons learned. Mr. Elliot's piece of advice on how to accelerate your wealth. Connect with Byron Elliott: https://www.3pillarslaw.com/ (Law Firm Link) https://reikeyholder.com/ (Real Estate Investment Company) https://www.facebook.com/TheLoftsatOrecchio/ (Current Historic Building Project) https://www.facebook.com/WestcliffeOutpost/ (Multi-use Project) 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/

Wes Barefoot is a passionate entrepreneur with extensive experience in franchising. Wes brings years of experience as both a franchisee, as well as working with Franchisors, where he's worked across a variety of operational, management and franchise development roles. With today's talk, you are going to learn everything that is needed for creating a successful franchise business. You will hear about how Wes found success in the franchising space and went on to help others with their own franchise ventures! Wes uncovers the world of franchising and walks through his journey - how he found ways to diversify his income. He enjoys consulting and helping entrepreneurs understand franchising models, pros and cons, as well as strategies to become successful. The world of franchising is vast, with many different options to choose from. Wes breaks down the best way for you to find your perfect franchise and guides where it makes sense to start out in this industry. If you are interested in creating a turn-key side hustle to generate more income to invest or you want to quit your corporate job and go all in, check out this episode! In this episode we discuss: What is a franchise model and how would you operate it? How can franchise ownership contribute to a comprehensive passive strategy. The structure of owning a franchise. Identifying exit plans and strategies. What it takes from a capital perspective to own a franchise. Wes' Wealthy Strategy practice that yielded him the best results. Connect with Wes Barefoot: Path To Freedom website: http://path2frdm.com Path To Freedom Podcast: https://path2frdm.podbean.com Spotify:https://open.spotify.com/show/2wBfhACa6fflSCnwvuMsWr?si=1c7d9c81d34940ec Apple: https://podcasts.apple.com/us/podcast/path-2-freedom/id1505372686 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/

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions! Brett is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust; to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate and gain freedom from feeling hostage! Brett's story is one of hard work, dedication and personal transformation. He discusses how he overcame the challenge to get where he is in life. He shares what it took in order to achieve this transformation, including opening up about some tough moments where things got really dark before turning them around with hard work and dedication! DST is a revolutionary way to sell your assets that will leave you feeling empowered and in charge. When Swarts talks about the DST process, he's not kidding - he explains how installment sales are coupled with business trust that are fused together to give a seller an opportunity to lend instead of selling directly. The true freedom that Brett had found is something to marvel at. He shares his insight on what true freedom is for him, not only financial but rather time and energy. His advice to every investor deserves attention because it's incredible! In this episode we discuss: What drove Brett to fall in love with real estate. What is DST, who does it work for and what are the benefits of it. What is 1031 exchange? Brett's philosophy on Wealth Strategy and what it means to him personally. Brett's incredible advice for every investor. Connect with Brett Swarts: https://www.facebook.com/capitalgainstaxsolutions/ https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA https://www.biggerpockets.com/users/BrettSwarts https://www.instagram.com/deferredsalestrust/ https://www.linkedin.com/in/brett-swarts/ https://twitter.com/1031option www.capitalgainstaxsolutions.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/

We had the distinct pleasure of having Hunter Thompson join us on this week's show. Hunter is a full-time real estate investor, and founder of Asym Capital. Since founding Asym, Hunter has helped more than 400 retail investors acquire over $150,000,000 of mobile home parks, self-storage, retail, office, ATM machines, and cryptocurrency assets. Hunter talks about how his investment thesis was formed in 2008 and his last straw moment that shifted his thinking from paper assets to real assets. We discuss living a life of abundance and the multi-dimensional nature of real assets. Hunter also shares his personal success story and how commercial real estate has exceeded other asset classes. He also goes into detail on what it takes for you to take back control of your own personal economy so that you can live with growth, abundance & inspiration! Hunter's eyes light up when he talks about the vision and purpose of his life that eventually led him towards starting an enterprise which teaches other entrepreneurs how they can achieve their goals and successfully raise capital! In this episode we discuss: Hunter's journey and how real estate started for him What's the motive behind Hunter's asset portfolio What does asymmetric risk mean in the world of investing The state of the current economy Hunter's piece of advice on how to accelerate your wealth strategy Another amazing episode for you to add to your library and take control of your personal economy! 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/

We wrapped up another amazing episode with Chad Sutton! Chad is an "old soul" and a genuine "family man", passionate about building a quality lifestyle and quality communities for residents! He is also one of the five managing partners at Quattro Capital. In this show, Chad Sutton dives deep and explains how Americans need to invest better and avoid common mistakes. He shares ways to invest smart and accelerate the multiplication of your money, quicker than your perceived safe way! Get you FREE copy of the book here: https://holisticwealthstrategy.com/ He later spills his three secret components to becoming a millionaire and diversifying the income stream. This episode is packed with great information for anyone looking to improve their financial situation. In this episode we discuss: How Chad transitioned from NASA engineering to real estate Current investment mistakes that Americans encounter How to diversify your income stream Chad's 3 components of wealth strategy Chad's advice is straightforward and actionable. If you're looking to take control of your finances, this episode is a great place to start! Connect with Chad: thequattroway.com/chad-sutton Infinite Banking with Pantheon: pantheoninvest.com/banking 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/pantheon-invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk Email: [email protected]

Dave's personal coach joins our podcast today! With his background in manufacturing and chemical engineering, Gary Mottershead believes it's important for specialists to consider themselves entrepreneurs first. Gary founded GCP Industrial Products and today has become a forward-thinking, digital-first inspired industry leader. He has been a Strategic Coach client for over 30 years and associate coach for over 25! Gary shares his insights into the world of entrepreneurship, he gives us a message on how we need to focus on our strengths and use them as a key component in seizing opportunities, "When we work on our weaknesses, we will have strong weaknesses", Gary shares, emphasizing the importance of moving up by achievement. Later Gary unfolds the concept of 4 Freedoms! He discusses how these 4 key points can take you where you can make a difference as an entrepreneur and achieve excellence that is driven with purpose and passion! In this episode we discuss: Gary's journey to entrepreneurship and where it all began. The format of DOS and its powerful dimensions. What unique ability is and how you can leverage it. Gary's philosophy on a Holistic Wealth Strategy. The concept of 4 Freedoms. Join Gary for this episode and find out how your entrepreneurial life can be turned around! Connect with Gary Mottershead: https://www.gcpindustrial.com https://www.gcpindustrial.com/podcasts/ https://www.linkedin.com/company/gcp-industrial-products/ https://www.facebook.com/gcpindustrial/ Kolbe Test to Determine Unique Ability: www.kolbe.com Unique Ability Book from Strategic Coach: https://www.amazon.com/Unique-Ability®-2-0-Discovery-Define/dp/1897239416/ref=sr_1_1?crid=T5CT9C0IZPUT&keywords=unique+ability+2.0&qid=1647535626&sprefix=unique+ability%2Caps%2C84&sr=8-1 Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-s... Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/pant... Youtube: https://www.youtube.com/channel/UC8Es... Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk Email: [email protected] Get you FREE copy of the book here: https://holisticwealthstrategy.com/

For over a decade, Sam Prentice has worked exclusively with high net worth entrepreneurs, immersing himself in the world of finance and wealth management. He has a vast and deep knowledge of how to architect wealth strategies for the ultra wealthy. Today, we had an awesome time talking with Sam about ways to create an alternative wealth strategy like the ultra wealthy. This is definitely not your average financial advisor approach and you will see why using this approach can exponentially create freedom, security, and abundance in your life. Sam shares his thoughts on what is not working in today's financial world and emphasizes how important it is to define what success looks like and to relentlessly execute that plan. Sam shares the psychology behind wealth and provides clarity on creating the right mindset about money and explains the importance of having a framework around building and sustaining your wealth. In this episode we cover: The core beliefs of financial freedom How to build real wealth in a practical way The structural principles of how money works The problems with a lack of transparency What is actually happening in the financial world: Understanding & Perception Don't miss out on these powerful insights and fuel your financial knowledge with Sam Prentice! Connect with us 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/

Through his vision and leadership, Ellis Hammond has led Symphony Capital Group to a milestone of more than eighty-seven million dollars in real estate investments. Ellis is also the founder behind Kingdom REI - a coaching community for faith driven investors that helps them multiply their portfolios with joint ventures or collaborations through mentorship programs on how they can do it all themselves without any financial help from others! With a plethora of different opportunities available to you, the real question is not about which one will give your money more security; "real estate was not the game but it was the starting point", shares Ellis, describing how the biggest wealth is having options and the ability to choose far beyond capital. In this episode today, we discuss: Ellis' background and how he was inspired from a faith calling to investing How the industry has changed and how to stay in the real estate game What is the biggest wealth strategy for Ellis What are the fundamentals of wealth management and Ellis' steps to multiply capital Join Ellis in this episode and learn about the fundamentals of wealth creation in four simple steps that will help you stream your income and multiply your capital. Don't miss out on his thoughts about what's to come for investors and how to thrive in the current market! Connect with us 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/

We were fortunate enough to speak with Josh McCallen on this episode. Josh is the Co-founder of Accountable Equity as well as host for the top rated podcast, Capital Hacking. Josh opens up about his personal life and journey to entrepreneurial success, he talks about how being busy with 10 children has not stopped him from being aligned with purpose. Josh speaks of the many private equity options available, and how investing in resorts can be a joy on an entirely different level. He goes on to describe how he had a change of mind and started thinking differently to build assets and get non taxable cash flow. "Depreciation is like magic" Josh quotes, explaining the IRS' allowance to offset your passive income. Invest your time and listen to some really valuable insights from Josh McCallen that will take your investment to a whole new level. Connect with us 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/

From the hospitality industry to alternative investments, Rob Overstreet shares his story of jumping into the world of multi-family properties! In this episode, Rob shares the key components of underwriting. He explains how this process is not just about knowing what type or model you want - it's also crucial that you take your time and explore all options before determining your investment. Wealth is never an accident. It's always the result of careful planning, consistent hard work and good decisions that are geared towards your future goals! Rob speaks of the three key points during underwriting: rent growth, cap rate, and making sure you have well-capitalized real estate deals in place for stability. With a philosophy on wealth strategy like Rob's, you'll be sure to accelerate your progress in investing and life! Listen now and increase your financial IQ on how due diligence on underwriting can mitigate your risk. Connect with us 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/

Today we are joined by MC Laubscher as we delve into another wealth strategy secret of the ultra-wealthy, the Infinite Banking concept. This strategy is extremely powerful and can become a cornerstone to your wealth strategy. Join us as MC shares his personal investing strategy of how investors and business owners can create, recover, warehouse and multiply cash flow through advanced strategies including infinite banking. "What's not working in America today is typical financial planning advice, 401k's and other qualified plans" says MC. MC further points out that Infinite Banking is a comprehensive approach that has a multiplier effect in: Gaining back control of your financial future Creating a tax free income stream for retirement Creating a liquidity vehicle that can be accessed for virtually anything Amplifying your real estate investment returns Providing asset protection for your family Avoiding taxes & probate when transferring your wealth to your heirs If you are interested in learning more about how this Infinite Banking Strategy can be incorporated into your wealth strategy please visit: www.pantheoninvest.com/banking Connect with us: 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/

I recently had the opportunity to interview Kris Bennett on the Wealth Strategy Secrets of the Ultra Wealthy Podcast! In this episode, Kris shares his transition from ministry to real estate investments and private equity. He emphasizes the benefits of investing in self storage and real estate assets that can be non-correlated to the stock market and therefore provide recession resistance. Kris also explains his wealth building journey and how to take practical steps to live a life of abundance and balance. We also dive into why now is the time to invest in the self storage asset class and how the outlook for 2022 and beyond is extremely strong. Connect with us: 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/

Today we are joined by, Omar Khan who dives into his journey to entrepreneurship and his success in the real estate industry. Omar shares his financial plans and goals and how they are focused on creating a lifestyle of freedom. He also points out why he favors real estate development opportunities and how they differ from traditional value add deals. Omar says, "What is financial freedom? It's different for everyone, but it usually means having enough money so that you can live your life and purpose without worrying about how much more debt there might be or if today will finally be the day where everything falls apart. And while many people pursue this dream through traditional routes like working hard at a job and saving up some cash before heading out into society to start living large (or even just getting by), others find themselves with unique paths towards self-reliance--whether they've chosen minimalist lifestyles or something greater." Connect with us: 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/

Today we are joined by Dale Walls who shares his journey going from a rough childhood upbringing to the Marine Corps to building a 200 person IT Services business to today running the Lion's Guide. Dale's core success philosophy consists of establishing clarity, having courage and leading the way. Having the knowledge that you need to enact your vision and always seeking truth. The more clarity you establish, the more your confidence grows, and confidence leads to courage, courage leads to action. You've got to take ownership and go lead the way to that vision. Learn more of Dale's rock-solid insights and strategies in this episode. Connect with us: 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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, Dan Kryzanowski reflects on his path to becoming an active capital raiser, equity owner, and passive investor! He unlocks his expertise in discussing how someone can invest in alternative assets using a Self Directed IRA or a Solo 401k. Dan outlines the step-by-step process of how to invest using these funds that are typically only invested in mutual funds or stock indexes. He further points out that this is also about taking control of your financial future. Stay tuned and listen to Kryzanowski's closing statement giving us his one piece superpower advice.. Connect with us: 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/