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The Wealth Strategy the Ultra-Rich Don’t Want You to Know With Dave Wolcott
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Disruptor Nation, buckle up—because today’s episode pulls back the curtain on how the top 1% build and preserve wealth without Wall Street, and how you can too. I'm joined by Dave Wolcott, Marine Corps veteran turned elite investor and the visionary behind Pantheon Investments. Dave’s mission? To arm you with the tools, mindset, and strategies the ultra-wealthy use to unlock real freedom.
We dive into Dave’s transformation—from serving his country to serving fellow entrepreneurs hungry for legacy-level wealth. He breaks down the 4 freedoms we should all be aiming for (spoiler: it's not just financial), and how to design your life with intention using what he calls the Holistic Wealth Strategy.
We go deep on:
• Why most Americans are saving wrong (and how to fix it)
• How to invest in private markets like the 1%
• The long-game strategy behind tax optimization and multi-generational wealth
• The 5 phases of holistic wealth that anyone can implement
• The real ROI of investing in yourself—your mindset, health, and vision
• Why it’s time to break free from the scarcity script and build true abundance
This isn’t just a conversation—it’s a call to action for entrepreneurs who are tired of conventional thinking and ready to take control of their financial destiny.
Dave’s “Countdown to Impact” Picks:
3 Books:
• Cashflow Quadrant by Robert Kiyosaki - https://a.co/d/5a9FJiG
• 10X Is Easier Than 2X by Dan Sullivan - https://a.co/d/8F1nMz0
• What's In It For Them by Joe Polish - https://a.co/d/5Gd4w2c
2 Quotes:
• “Until you figure out how to make money work for you, you're always going to be working for money.” – Warren Buffett
• “Only invest in what you know.” – Warren Buffett
1 Person:
• Dan Sullivan – Strategic Coach founder and Dave’s long-time mentor and entrepreneurial guide.
Connect with Dave Wolcott: https://pantheoninvest.com/
Grab Dave’s Book – Free for Disruptor Nation:
• Head to HolisticWealthStrategy.com to download a free copy of The Holistic Wealth Strategy and start building your roadmap to freedom, fulfillment, and legacy.
• Amazon: https://a.co/d/5OOJPGR
Like what you heard? Subscribe to The Point of Impact Podcast, leave a review, and follow the journey. Let’s keep disrupting… on purpose.
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