Are you looking for ways to protect your income streams with safe alternative methods? In this week’s episode, CEO and founder of Pantheon Investments Dave Wolcott will shed light on how he helps busy professionals passively invest in top real estate assets. Dave is also the author of “Holistic Wealth Strategy”, which outlines the steps and strategies into achieving financial freedom.
Let’s jump right in and learn the holistic approach to growing your wealth!
Getting to know Dave [00:01 – 5:16]
Debunking the conventional wisdom Freedom of purpose, relationship, and location [5:16 - 22:44] The Holistic Wealth Strategy
Setting your vision Focusing on your mindset The infrastructure phase Help investors setup banking strategy Estate planning and protection Asset repositioning Looking at your own portfolio not in a wall street perspective Achieving massive passive income
The Quattro Trio [22:45 - 27:28]
What is your superpower? Creating a trusting and meaningful relationships What is your biggest failure? Going 100% in the business without the holistic wealth strategy
Want to connect with Dave? Follow him on Linkedin and Twitter. Get a free copy of The Holistic Wealth Strategy by visiting pantheoninvest.com/wealth-strategy.
LEAVE A 5 STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.
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“We all learn how to make money. But nowhere is it taught how to protect and grow your money.” - Dave Wolcott
“If you don’t have a vision, and you set your target, you’re gonna miss every time. ” - Dave Wolcott