Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship.
Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.
In this episode we talked to Dave about the five phases of wealth building, the importance of making informed financial choices, tips for managing 401k, and much more.
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02:26 Dave’s background;
06:22 Advices of a financial planner;
12:29 The 5 phases of building wealth;
16:53 Who to listen to, and make the right choices;
22:38 Getting control over your 401k;
26:15 Government sponsored qualified plans;
31:22 Round of insights
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Round of Insights
Apparent Failure: Putting all eggs in one basket and not diversifying.
Digital Resource: Various AI tools.
Most Recommended Book: Tax Free Wealth.
Daily Habit: Exercising, meditation, journaling, cold plunge every morning.
#1 Insight for building wealth: Investing in oneself as thinking of yourself as the greatest asset.
Best Place to Grab a Bite: Shore.
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