Wealth Strategy Secrets of the Ultra Wealthy Podcast

In this episode, Dave Wolcott, CEO of Pantheon Investments is a guest on the Cash Flow Connections Podcast. He chats with Tyler Lyons about his experiences as an investor and how he provides cash flow and diversification from all kinds of markets. Dave also shares his expertise in the financial world and discusses how he is able to help investors achieve their goals by developing alternative wealth strategies. Mr. Wolcott shares the key pillars to creating holistic wealth strategies that every investor needs to know and the 3 wealth killers you need to be cautious of! Dave's mission is to help investors achieve their financial freedom through investing in tangible real estate assets that provide cash flow, low risk, diversification from the stock market, tax efficiency, and attractive returns. Don't miss out on this amazing episode to learn more about Dave Wolcott, his legacy wealth creation, and your next investment opportunity to offset your income! In this episode we discuss: What the key pillars are to creating a holistic wealth creation strategy. What the "three wealth killers" are that investors need to be aware of in their wealth creation journey. Why "infinite banking" is a key piece of infrastructure for legacy wealth creation. The niche investment that passive investors can use to offset active income. Cashflow Connections Podcast: https://asymcapital.com/podcast-post/e504-tt-holistic-strategies-for-creating-wealth/ 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: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

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: info@pantheoninvest.com 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: info@pantheoninvest.com 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: info@pantheoninvest.com 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: info@pantheoninvest.com 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 alix@ashlandcapitalfund.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: info@pantheoninvest.com 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 zach@rise48equity.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: info@pantheoninvest.com 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: info@pantheoninvest.com 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: info@pantheoninvest.com 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 info@reedgoossens.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: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/