Wealth Strategy Secrets of the Ultra Wealthy Podcast Dave Wolcott

In this episode we have Nic Peterson, a dynamic entrepreneur and the co-founder of Mastery Mode. Nic's impressive portfolio includes co-founding multiple successful companies such as Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics, now known as Trevor Kashey Nutrition.
With a track record of founding or co-founding over half a dozen companies that have achieved seven or eight-figure revenues, Nic brings a wealth of experience and insights to the table.
Throughout our conversation, Nic shared his journey from experiencing significant successes to enduring challenging failures. His approach is deeply rooted in being a perpetual student, constantly developing new skills and learning from every venture he undertakes.
Nic emphasized the importance of implementing lessons learned, which has been a cornerstone of his growth and success. Nic's current focus with Mastery Mode is on helping business owners, consultants, and service providers build robust systems and operations.
Tune in to this episode for an engaging and insightful discussion with Nic Peterson, and learn how his strategies can help you achieve your business goals.
In this episode, we talked about:
His personal journey of founding multiple companies, detailing the successes he has celebrated and the valuable lessons learned from his failures.
Important concepts from his book Bumpers: The Framework for Finding Your Personal Abundance, Maximum Productivity, Greatest Profits and Highest Quality of Life
How creating efficient systems and robust operations can help business owners, consultants, and service providers leverage their time and increase profitability.
The significance of continually developing new skills and implementing learned lessons to drive personal and professional growth.
Connect with Nic:
Website: https://www.nicpeterson.com/ 
Instagram: https://www.instagram.com/nicpeterson23/?hl=en 
Linkedin: https://www.linkedin.com/in/nic-peterson/ 
Book: https://www.amazon.com/Bumpers-Framework-Personal-Abundance-Productivity/dp/1956955348  
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

Today we have Christopher Larsen, the dynamic founder and Principal of Next-Level Income. Chris, who transitioned from an 18-year career in the medical device industry to a successful investor and educator, shares his journey towards financial independence and his passion for helping others achieve the same.
Over the years, Chris has diversified his investment portfolio to include development projects, private lending, distressed debt, and commercial properties. Since 2016, he has been syndicating commercial real estate deals and has been involved in over $1 billion worth of real estate acquisitions.
In our enlightening conversation, Chris Larsen shared several key insights that are crucial for anyone aspiring to achieve financial independence. Chris’s experience spans various sectors, including development projects, private lending, distressed debt, and commercial properties, demonstrating how a well-rounded approach can lead to substantial growth.
Another significant insight Chris provided was the power of education and strategic networking. He underscored the necessity of continuous learning and staying informed about market trends and investment opportunities. 
In this episode, we talked about:
Finding purpose and resilience through experiencing hardships and overcoming challenges
The role of education and continuous learning in achieving financial independence
His personal experience in real estate investing and his investing thesis
Tips for aspiring investors on taking the first steps toward financial independence
 
Connect with Chris:
Website: https://nextlevelincome.com/
Facebook: https://www.facebook.com/nextlevelincomeshow
Linkedin: https://www.linkedin.com/in/nextlevelincome/ 
Instagram: https://www.instagram.com/thenextlevelincomeshow/
Contact: 828-768-8700
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

Today we had the honor of having Salvatore M. Buscemi, a titan in the realms of finance and real estate. With a storied career and an enviable portfolio, Salvatore has cemented his reputation through astute investment strategies and dynamic leadership roles.
As the CEO and Co-Founding Partner of HRN, LLC, Salvatore spearheads a private multi-family investment office that boasts a diverse range of successful ventures. His prowess extends to his role as CEO of Dandrew Partners Capital Management, where he navigates the complexities of various investment vehicles across commercial real estate, credit, fine art private credit facilities, and more.
In our captivating discussion Salvatore shared an insider's perspective on the intricacies of real estate finance and private equity investment. His deep dive into targeted allocations, particularly in emerging sectors like life sciences, illuminated the pathways to success in a rapidly evolving market.
His insights into navigating special situations and capitalizing on basis-driven opportunities underscored the importance of agility and foresight in today's investment landscape. Moreover, Salvatore's pragmatic approach to fund management offered invaluable lessons for both seasoned professionals and budding entrepreneurs alike. 
In this episode, we talked about:
Salvatore Buscemi's background and career trajectory from Goldman Sachs to CEO and Co-Founding Partner of HRN, LLC
Diversification across multiple asset classes, including commercial real estate, credit, fine art private credit facilities, and life sciences investments
Authorship of books on fund management and real estate private lending
Insights into real estate finance, private equity investment strategies and capitalizing on basis-driven opportunities
 
Connect with Salvatore:
Website: https://investinglegacy.com   
Personal Website: https://salvatorebuscemi.com/ 
LinkedIn : https://www.linkedin.com/in/salvatore-buscemi/ 
Instagram: https://www.instagram.com/salvatorembuscemi/?hl=en 
Facebook: https://www.facebook.com/salvatore.buscemi.589 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

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

Connect with Jay: 
Website: https://www.jayconner.com/ 
Linkedin: https://www.linkedin.com/in/privatemoneyauthority 
Podcast: https://podcasts.apple.com/us/podcast/raising-private-money-with-jay-conner/id1377723034 
Youtube: https://www.youtube.com/channel/UCZfl6O7pRhyX5R-rRuSnK6w 
Free Book: https://www.jayconner.com/book 

Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

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

Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

In today's episode, we had the honor of having Bronson Hill, the Managing Member of Bronson Equity. With an impressive portfolio boasting 2000 multifamily units valued at over $200 million, Bronson is a powerhouse in real estate investment. 
He's also the co-leader of the thriving in-person multifamily meetup, Investor to Investor (ITI), based in Glendale, CA. Bronson shared insights gleaned from his extensive experience, having engaged personally with over 1500 investors, raising an astounding $40 million for real estate ventures and his innovative ATM Machine Fund deals.
One of the highlights of our conversation was Bronson's exclusive mastermind for affluent passive investors. Within this community, members are offered unparalleled investment opportunities in a growth-oriented environment. Bronson's commitment to providing value and fostering growth within his community is truly commendable. 
Bronson's deep understanding of the investor mindset is evident not just in his achievements but also in his dedication to education. As the host of The Mailbox Money Show, he's committed to empowering others on their journey to financial freedom. His book, "Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less," serves as a blueprint for those looking to break free from the chains of traditional employment. 
Tune in to this episode as we delve deep into the strategies and principles behind Bronson Hill's remarkable success and uncover the secrets to achieving financial independence through strategic investing.
In this episode, we talked about:
Insights from his book Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less
His expert insight and perspective about passive investing vs growth
Bronson’s personal investment thesis and stand with the current market economic cycle 
The importance of mindset, vision and having long term goals
 
Connect with Bronson:
Facebook: https://www.facebook.com/BronsonEquity 
LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany 
Youtube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg 
Instagram: https://www.instagram.com/bronsonequity/ 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/