E357: Building Holistic Wealth with Dave Wolcott

Capital Hacking

In this episode of Capital Hacking, the hosts, Josh McCallen & John Edwin, interviews Dave Wolcott, the author of "The Holistic Wealth Strategy." Dave shares his journey from the Marine Corps to corporate America and eventually into the world of alternative investments. He emphasizes the importance of mindset, community, and access to building wealth and achieving financial freedom. Dave discusses the concept of Infinite Banking and the multiplier effect in investments. He also introduces the idea of a virtual family office, providing access to exclusive advisors and vetted investment opportunities.

Dave's book, "The Holistic Wealth Strategy," offers a framework for building legacy wealth and living an extraordinary life. He highlights the significance of values, impact, relationships, and purpose beyond just financial success. Listeners are encouraged to focus on achieving freedom in various aspects of life, not just financial freedom. Dave also mentions his podcast, "Wealth Strategy Secrets of the Ultra Wealthy," and invites listeners to check out his website, Pantheon Invest, for more information.

Ultimate Show Notes:

[00:02:21] Dave Wolcott, shares his background and journey

[00:05:15] Introduction to Pantheon and discussion on "The Holistic Wealth Strategy" book

[00:07:38] Discussion on Infinite Banking and its benefits

[00:10:09] Explanation of the concept of a virtual family office by Dave Wolcott

[00:12:38] Discussion on the importance of a multi-family office and its services

[00:18:16] Offering vetted deals and investment opportunities by Pantheon

[00:23:59] Importance of mindset, community, and intellectual capital in wealth building

[00:26:04] Discussion on tax mitigation, outperforming traditional investments, and real diversification

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