Jan 31 2025 24 mins
What does it really take to build wealth like the top 1%? In this episode, I sit down with Dave Wolcott, Founder & CEO of Pantheon Investments, to discuss his journey from military service to mastering financial security. Dave shares how his experience shaped his vision for wealth building and why a traditional investment approach wasn’t enough.
We dive into the importance of having a clear vision, understanding market risks, and knowing whether to be an active or passive investor. Dave breaks down his holistic wealth strategy, which includes real estate, energy investments, private credit, and tax efficiency. He also explains why mindset is the foundation of financial success and how the wealthiest individuals think differently about investing.
If you're looking for a smarter way to grow your wealth, this conversation is for you. Dave shares actionable insights on financial education, diversification, and why investing in yourself is the key to long-term success. Don't miss this chance to learn from someone who has spent decades studying how the ultra-wealthy operate.
What you will learn if you listen to the episode:
- How to Build Wealth Like the Top 1 Percent
- Smart Investing Strategies for Financial Freedom
- Why Passive Income is Key to Long-Term Wealth
- Real Estate Investing vs Alternative Investments
- The Power of Financial Education for Wealth Building
- Best Ways to Lower Taxes and Protect Your Money
- Why Mindset Matters for Success in Investing
SUPPORT US ON PATREON!
patreon.com/realestateeffect and become a part of our real estate family! You’ll get access to exclusive content, monthly virtual meetings [Ask me anything!], special events, and more!
And please subscribe to the show, share it with a friend and send us feedback. Visit www.realestateeffect.ca and follow me on IG @monsaxel
Connect with Axel Monsaingeon:
Linkedin - https://www.linkedin.com/in/axel-monsaingeon-42577b28/
Website - https://www.realestateeffect.ca/
Facebook - https://www.facebook.com/realestateeffect/
Instagram - https://www.instagram.com/veryrealestateeffect/
Youtube - https://www.youtube.com/channel/UCc8EYrmO1aVvVIgwT7AfNFw
Connect with Dave Wolcott:
LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/
Website: https://pantheoninvest.com/
Do you have any questions about your real estate journey?
Whether you're curious about navigating the complexities of development projects, dealing with financial challenges, or anything in between, I’m here to delve into the topics that matter most to you.
I invite you to submit your questions by visiting our website at https://www.realestateeffect.ca/ and clicking on the 'Send Voicemail' widget on the right side.
Your inquiries will help shape our upcoming episodes, ensuring we cover the real estate issues you're most interested in.