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376: A Holistic Wealth Strategy to Build a Legacy and Enjoy Unlimited Freedom with Dave Wolcott
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When today's guest and his wife had triplets, he was inspired to challenge the traditional financial wisdom of Wall Street and create a path towards financial freedom.
Dave Wolcott is a former Marine Corps captain and the creator of the Pantheon Holistic Wealth Strategy. He’s built several successful businesses, and has a knack with finding real estate and alternative investment assets that yield predictable cash flow, tax efficiencies, and positive equity growth.
Dave is also the host of the great Wealth Strategy Secrets of the Ultra Wealthy podcast, as well as the author of The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life.
In our conversation, we get into the three biggest wealth destroyers, how to create your own holistic wealth strategy, and the three freedoms which define our lives as we strive for and achieve success.
Key Takeaways with Dave Wolcott
- Why the top 1% aren’t really building their wealth getting 7% returns at the Wall Street casino.
- How taxes, accumulated stock market losses, and government-sponsored plans can erode wealth and obliterate your returns.
- How to create a proactive wealth strategy in service of your vision.
- Why you can’t grow your physical capital if you don’t grow your financial and mindset IQ.
- Why you are your greatest asset–and how to ensure that you’re investing in yourself and your life every day.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit https://acceleratedinvestorpodcast.com/376
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