Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
undefined
Feb 8, 2022 • 35min

How Mindful Investing Can Create Financial Freedom

Today we are joined by, Omar Khan who dives into his journey to entrepreneurship and his success in the real estate industry. Omar shares his financial plans and goals and how they are focused on creating a lifestyle of freedom. He also points out why he favors real estate development opportunities and how they differ from traditional value add deals. Omar says, "What is financial freedom? It's different for everyone, but it usually means having enough money so that you can live your life and purpose without worrying about how much more debt there might be or if today will finally be the day where everything falls apart. And while many people pursue this dream through traditional routes like working hard at a job and saving up some cash before heading out into society to start living large (or even just getting by), others find themselves with unique paths towards self-reliance--whether they've chosen minimalist lifestyles or something greater." Connect with us: 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/
undefined
Feb 8, 2022 • 31min

Why You Need Clarity, Courage, and Leadership in Your Life

Today we are joined by Dale Walls who shares his journey going from a rough childhood upbringing to the Marine Corps to building a 200 person IT Services business to today running the Lion's Guide. Dale's core success philosophy consists of establishing clarity, having courage and leading the way. Having the knowledge that you need to enact your vision and always seeking truth. The more clarity you establish, the more your confidence grows, and confidence leads to courage, courage leads to action. You've got to take ownership and go lead the way to that vision. Learn more of Dale's rock-solid insights and strategies in this episode. Connect with us: 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/
undefined
Feb 8, 2022 • 34min

How to Untap Alternative Assets with a Self Directed IRA

In this episode, Dan Kryzanowski reflects on his path to becoming an active capital raiser, equity owner, and passive investor! He unlocks his expertise in discussing how someone can invest in alternative assets using a Self Directed IRA or a Solo 401k. Dan outlines the step-by-step process of how to invest using these funds that are typically only invested in mutual funds or stock indexes. He further points out that this is also about taking control of your financial future. Stay tuned and listen to Kryzanowski's closing statement giving us his one piece superpower advice.. Connect with us: 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 Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/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/

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app