Wealth Strategy Secrets of the Ultra Wealthy Podcast Dave Wolcott

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

In this episode, we had the distinguished honor of hosting Charlie Garcia, a distinguished figure whose life journey is a testament to the power of service, leadership, and love. With a multifaceted background spanning public service, military accolades, and impactful contributions to the intelligence community, Charlie's story is one of unwavering commitment to bettering society.
Charlie's accolades speak volumes about his dedication to public service, as evidenced by his receipt of the Distinguished Public Service Medal for his efforts to enhance candidate diversity across military service academies during the administrations of Presidents Obama and Bush. Additionally, his commendable work in war-torn Central America in the 1980s earned him the prestigious Defense Meritorious Service Medal.
Beyond his illustrious career in public service, Charlie is a prolific thought leader, having founded R360, a community of centimillionaires that are creating massive impact in the world. Charlie also authored two best-selling leadership books that have resonated with readers globally in over ten languages. Charlie shares valuable insights into effective leadership principles. His leadership philosophy serves as a guiding light for aspiring leaders seeking to make a positive impact in their respective spheres of influence.
At the core of Charlie's ethos lies a profound commitment to service, underpinned by an abiding love for his country. Each day, he renews his pledge to utilize his gifts for the betterment of society, embodying the essence of true leadership and selflessness.
Join us as we delve into Charlie's remarkable journey, uncovering invaluable insights into the art of service, leadership, and living a life driven by purpose and love.
In this episode, we talked about:
His background, distinguished career in public service, and transformative work in business and entrepreneurship
Wealth beyond financial assets, encompassing elements such as family, relationships, and personal fulfillment
R360's archetypes framework for understanding investors' risk profiles and behaviors
The significance of family as a source of true wealth and fulfillment
Connect with Charlie:
Linkedin: https://www.linkedin.com/in/charlespgarcia/ 
Instagram: https://www.instagram.com/charlespgarcia/ 
Twitter: https://twitter.com/charlespgarcia 
Website: https://www.r360global.com/ 
Email: hello@r360global.com 
Company Linkedin: https://www.linkedin.com/company/r360global/  
 
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: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 
 

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

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

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

 
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: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

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

Connect with Jim: 
Linkedin: https://www.linkedin.com/in/jimsheils/ 
Website: https://southernimpressionhomes.com/ 
Email: newhomes@sihomesfl.com 
Facebook: https://www.facebook.com/share_channel/ 
Company Linkedin: https://www.linkedin.com/company/southern-impression-homes-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://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: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/