Achieving Wealth with the Holistic Wealth Strategy a 5 Phase Approach

<p class="" data-pm-slice="1 1 []">Welcome back to another episode of the richer geek. And today's episode we have Dave Wolcott. Dave started his career by serving the country as a Captain in the Marine Corps. In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. Today, Dave is an author, podcast host, and the Founder and CEO of Pantheon Investments and he's passively investing in Superior real estate, which a lot of us do hold alternate assets, which we'll get into. And most importantly, he wants predictive cashflow, tax efficiency, and upside potential.</p> <p>Find complete show notes and more information at <a title= "TRG" href="https://therichergeek.com/podcast" target="_blank" rel= "noopener">therichergeek.com/podcast</a></p>