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The Gold Collar Investor

Apr 24, 2023

Dave Wolcott, a former Marine captain, is a successful entrepreneur and real estate investor. As the CEO of Pantheon Investments, he helps entrepreneurs build wealth through passive investing in real estate and other high-quality assets. Dave is also an author of the newly released book entitled “The Holistic Wealth Strategy” and a podcast host who shares his expertise on real estate investment and wealth-building strategies. His investment strategy prioritizes predictable cash flow, tax efficiency, and an upside potential over the unpredictability of the stock market. 

In a world where the pace of change is rapid and the future is uncertain, Dave's vision for providing a reliable and sustainable alternative to traditional investment options is both timely and essential. Let’s listen to his story today! 



“You’re not gonna have all the home runs but once you get decently good at it you get to know which ones are good and which ones are bad.”

Timestamped Shownotes:

  • 0:40 - Introduction of Guests
  • 3:26 - Dave's journey to financial security and leaving the rat race behind
  • 6:17 - Leveraging relationship capital through networking
  • 9:45 - The Five-Phase Approach and Formula for Wealth Building
  • 14:00 - Achieving infinite banking and identifying policies for establishing a liquidity foundation
  • 23:31 - Passive Losses versus Passive Income
  • 31:08 - Building a strong team to effectively execute your business plan
  • 35:10 - Dave's advice for those considering investing in Main Street instead of Wall Street

3 Key Points:

  1. Establishing frameworks to follow a particular set of steps and catapult your wealth trajectory.
  2. You can get leverage from people, not just in investments.
  3. Building wealth is a process. You have to look at it from end to end. The decisions that you are making today are going to impact you over the long run.

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