Episodes
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Welcome to another episode of Wealth Strategy Secrets of the Ultra Wealthy, today I am honored to bring you a conversation that dives deep into the core of holistic wealth-building strategies. Joining me are Josh McCallen and John Edwin, as we explore the pillars of success that can help you achieve financial freedom and stability.
In this episode, I share the transformative insights I've gained over the years, from investing in alternative assets like oil, gas, and real estate, to founding Pantheon Investments. You will also learn about my bestselling book, "The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life," which distills these experiences into actionable strategies.
Join us as we go beyond the numbers and delve into holistic strategies that encompass financial, intellectual, human, social, and emotional capital. Learn how you can achieve unprecedented freedom to live an extraordinary life. Don't miss this opportunity to elevate your wealth-building journey.
To access more insights and exclusive resources, visit pantheoninvest.com and get your free copy of my book at holisticwealthstrategy.com. Thank you for tuning in and let’s unlock the secrets to building legacy wealth together!
In this episode, we talked about:
My transition from the Marine Corps to discovering alternative investments Core principles of the Holistic Wealth Strategy that can guide you towards financial freedom Innovative investment methods, such as infinite banking, that provide financial resilience The Virtual Family Office concept, designed to offer high-net-worth services at accessible levelsClick here to learn more: https://pantheoninvest.com/episode137
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In this episode, we have Spencer Hilligoss, the dynamic CEO of Madison Investing. Spencer's journey is nothing short of remarkable, transitioning from a successful career in the corporate world, where he led operations and sales teams at five high-growth Fintech companies, to becoming a full-time investor and entrepreneur.
Spencer founded Madison Investing with a clear mission: to help busy professionals secure their most valuable asset—time—by offering them access to carefully curated, cash-flowing real estate deals.
During our conversation, Spencer shared his insights into breaking free from the "golden handcuffs" of corporate life just months before the pandemic hit in 2019. He discussed the mindset shifts required to make such a bold move and how his focus on serving his investment group has led to Madison Investing's tremendous growth.
Spencer's commitment to helping others achieve financial freedom is evident in every aspect of his business, and his story serves as a powerful example of what is possible when you combine passion with purpose.
In this episode, we talked about:
Spencer's journey and expertise in the world of investing
His strategic investment thesis, philosophy and business approach
Insights on current market trends and associated risks
Identifying and capitalizing on emerging market opportunities
Click here to read more: https://pantheoninvest.com/episode136
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Episodes manquant?
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In today’s episode, I had the pleasure of sitting down with Norman Hanania, a seasoned entrepreneur whose journey from the early days in his father’s ice cream shop to becoming a successful franchise owner is nothing short of inspiring. Norman’s story is a testament to the power of passion, persistence, and the entrepreneurial spirit.
In 2011, he pivoted into franchising, where he grew his business to an impressive 11 locations with over 65 employees. Today, Norman is dedicated to helping franchisees and entrepreneurs scale their businesses and achieve sustainable growth through his coaching.
We then dive into Norman’s 20-year career in mortgage banking, where he developed a deep understanding of the financial industry and built a reputation for his expertise. Norman reflects on the pivotal moments that defined his career, including the challenges he faced during economic downturns and how he navigated those turbulent times.
Throughout the episode, Norman’s passion for business and dedication to helping others succeed shine through. Whether you’re an aspiring entrepreneur or a seasoned business owner, this conversation is packed with valuable insights and inspiration to take your business to the next level.
In this episode, we talked about:
Norman's entrepreneurial journey and his background
The significance of aligning your business ventures with your passion
Insights into the critical factors to consider when selecting a franchise, including market potential, brand strength, and alignment with personal and financial goals.
The role of effective productivity habits in driving business success
Click here to learn more: https://pantheoninvest.com/episode135
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In this episode of the Wealth Strategy Secrets of the Ultra Wealthy Podcast, I had the pleasure of sitting down with Tom Wheelwright, a true authority in the realm of wealth and tax strategy. Tom is a CPA, the Founder and CEO of WealthAbility based in Tempe, Arizona, and the best-selling author of *Tax-Free Wealth*.
With a unique talent for making taxes fun, easy, and understandable, Tom has carved out a niche as one of the leading wealth and tax experts globally. Tom's approach is both practical and strategic, offering listeners actionable steps they can implement to optimize their tax situation and accelerate their wealth-building journey.
Throughout our conversation, Tom shared invaluable insights on how entrepreneurs and investors can build wealth by strategically and permanently reducing their tax liabilities. His work has been featured in prominent media outlets such as The Wall Street Journal, Washington Post, Forbes, FOX & Friends, and NPR, to name just a few.
As a Rich Dad Advisor to Robert Kiyosaki, author of *Rich Dad Poor Dad*, Tom brings a wealth of knowledge and experience, frequently speaking at conferences worldwide on these critical topics. Whether you're an entrepreneur looking to maximize your financial potential or an investor aiming to protect and grow your assets, this episode is packed with essential information that can help you achieve your financial goals. Tune in to learn from one of the best in the business.
In this episode, we talked about:
Strategies for achieving long-term wealth through effective tax planning
Preparing for potential tax law changes and how to stay ahead
Ensuring your wealth is protected and grows through smart tax planning
Practical methods for permanently lowering your tax liabilities
Click here to learn more: https://pantheoninvest.com/episode134/
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In this episode, we have Kevin Anderson, the co-founder and Managing Partner of GrowAbility Equity. Kevin brings over three decades of business acumen and entrepreneurial experience to the table, with a deep expertise in real estate investing that dates back to 2005.
His journey started with single-family rentals and flips, eventually transitioning into both active and passive multifamily investing. Kevin's portfolio is impressive, spanning various asset classes, including self-storage, hotels, ATMs, oil and gas, and small business lending.
During our conversation, Kevin shared insights from his extensive experience in both the corporate world and the entrepreneurial space. His strategic mindset has been instrumental in his ability to navigate and thrive in the complex world of private equity.
This episode is a must-listen for anyone looking to break free from traditional investment models and explore new avenues for wealth creation. Kevin's story is not just about financial success; it's about leveraging expertise, making informed decisions, and building a legacy. Tune in to learn more about how Kevin is empowering investors to take control of their financial futures.
In this episode, we talked about:
Kevin’s background and over three decades of business and entrepreneurial experience
Strategies and lessons learned from managing teams and driving success in various industries
The importance of mindset and informed decision-making in building and maintaining wealth
His success and growth trajectory in real estate and private equity and personal insights in growing and wealth preservation
Click here to read more: https://pantheoninvest.com/episode133
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In this episode, I had the pleasure of having Justin Donald, a renowned expert in lifestyle investing and a true embodiment of entrepreneurial success. Justin shared his incredible journey of multiplying his net worth to eight figures in under two years through strategic relationships and savvy investing.
Justin’s first significant step towards this goal was investing in a mobile home park, which within 21 months, generated enough passive income for him and his wife to leave their jobs. His investment acumen didn’t stop there; he has since negotiated deals with over 100 companies.
He shares insights into his investment strategies, including negotiating deals with over 100 companies, such as Orangetheory, and founding Stellar, a residential maintenance and rehab company that recently secured funding from S3 Ventures.
Justin’s dedication to helping others achieve financial freedom is evident throughout the episode, making it a must-listen for anyone seeking to break free from the traditional work-for-pay model and build lasting wealth.
Tune in to learn from Justin’s remarkable journey and discover how you too can break free from trading time for money and start building your own path to wealth and freedom.
In this episode, we talked about:
The pivotal first investment in a mobile home park and generating enough passive income to leave traditional jobs within 21 months
Strategies for creating wealth without being tied to a conventional job
His personal investment thesis and insights about alternative investment
The importance of mentorship and communityClick here to learn more: https://pantheoninvest.com/episode132
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In this episode, I had the pleasure of speaking with Alex Felman, an entrepreneurial professional who is currently embarking on his fourth startup venture. His diverse skill set has led him to establish and run his own family office, the Felman Family Office, while also collaborating with family offices worldwide.
Throughout our discussion, Alex shared insights from his 20-year career as an educator and his experience within the family office industry, which inspired him to create Exponential U. This family office education program is designed to help families achieve multigenerational sustainability, ensuring that wealth and knowledge are preserved and expanded over time.
Alex provides insights into the challenges and opportunities he has encountered while managing and advising family offices around the world. He emphasizes the importance of innovation in biotechnology, healthcare, and other futuristic tech industries to maintain long-term wealth.
Throughout the episode, Alex offers valuable advice on wealth management and strategic planning, he shares practical tips for family offices and individuals looking to invest in biotechnology and healthcare, underscoring the importance of staying ahead of industry trends.
In this episode, we talked about:
His investing background and the impact of his educational foundation on his career and entrepreneurial ventures Advice on wealth management and strategic planning Opportunities and benefits of running a family office and the challenges he faced in managing a family office Role of continuous learning and adaptation in wealth managementClick here to learn more: https://pantheoninvest.com/episode131
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In today’s episode, I had the pleasure of interviewing Josh McCallen, a distinguished leader with a remarkable track record of turning around failing companies and launching successful ventures. Josh's journey is nothing short of extraordinary, having transformed two bankrupt companies into thriving multimillion-dollar operations and created ten unique restaurant concepts generating over $6 million annually.
As a keynote speaker at ten accredited investor summits and twice achieving Inc. 5000 recognition, Josh's expertise and influence are widely recognized. His leadership at a resort company led to two resorts being ranked among the top 25 best hotels in America.
Josh's insights extend beyond business success. He is passionate about investing in trust, exploring the intersection of family and business, and the immediate compounding effects of strategic investments. His commitment to growth without compromising values and relationships is a guiding principle in his work.
This episode dives deep into Josh's experiences, the challenges he has overcome, and the principles that drive his success. Join us to uncover the wealth strategies that have propelled Josh McCallen to the forefront of his industry and learn how you can apply these secrets to your own wealth-building journey.
In this episode, we talked about:
Balancing family and business growth without compromising values
Understanding the immediate compounding effect of strategic investments
Strategies for acquiring and managing premium real estate, renovating and constructing luxury residential and commercial properties
The importance of trust in investing and business relationships
Click here to for more: https://pantheoninvest.com/episode130/
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In today’s episode, I had the pleasure of sitting down with Darin Davis, a distinguished industry leader and entrepreneur boasting over 25 years of real estate experience. With an impressive track record of managing over $1 billion in debt and equity as both a Sponsor and LP, Darin has successfully navigated multiple market corrections.
Currently an active managing partner at Presario Ventures, Darin's entrepreneurial spirit led him to recently found Club Capital, aimed at addressing investor requirements for capital growth and cash flow.
Darin shared his insights on navigating multiple market corrections and how he led his companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. His ability to adapt and thrive in changing markets was truly inspiring.
Throughout the episode, Darin’s wealth of knowledge and experience provided invaluable insights into the world of real estate and investment. His stories of resilience, innovation, and commitment to education and philanthropy offered listeners a comprehensive view of what it takes to achieve and maintain wealth.
Join us as we delve into Darin’s vast experience, his insights on market strategies, and his inspiring journey in both his professional and personal life.
In this episode, we talked about:
Darin’s background and over 25 years of experience in real estate
Navigating Market Corrections and strategies for adapting to changing markets
The Never Quit Initiative, a 501(c)(3) non-profit organization he founded with his two children
The importance of resilience, innovation, and philanthropy in building wealth
Learn more: https://pantheoninvest.com/episode129/
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In our latest episode, we have Regan Archibald, Lac, FMP, a trailblazer in the fields of peptide therapy, functional medicine, and longevity. As one of the nation's foremost experts in these areas, Regan has made significant strides in transforming healthcare through his innovative approaches.
His award-winning center, EastWest Health, stands as a testament to his commitment, having conducted over 8,789 comprehensive blood labs that delve into 94 critical health markers. This thorough analysis allows Regan and his team to pinpoint the root causes of various health issues, offering a holistic path to wellness.
In our conversation, we explored the intricacies of peptide therapy and its potential to revolutionize aging and health. Regan shared invaluable insights into how peptides can enhance vitality and support longevity.
We also delved into his personal journey, discovering how his passion for health and wellness began and evolved into a career dedicated to helping others achieve their best health. This episode is a deep dive into the future of health and longevity, offering practical tips and profound insights that can help you unlock your full potential.
In this episode, we talked about:
How he started in his journey and founding the EastWest Health, an award-winning center
Holistic and integrative methods to health and wellness and the importance of addressing root causes rather than symptoms
His personal advice on achieving optimal health and strategies to support vitality and longevity
The importance of peptide therapy and functional medicine through Regan's work
Click here to read more: https://pantheoninvest.com/episode128/
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In this episode, we are thrilled to welcome Mark J. Kohler, M.PR.A., C.P.A., J.D., a distinguished Founding and Senior Partner at KKOS Lawyers. Mark is renowned for his expertise in tax, legal, wealth, estate, and asset protection planning. Mark has dedicated his career to helping clients navigate the intricate landscapes of legal and financial matters to achieve their American Dream.
As a co-founder and Board Member of the Directed IRA Trust Company, Mark has been at the forefront of innovative financial solutions, launching the Main Street Certified Tax Advisor Program to empower CPAs and Enrolled Agents across the nation.
During our conversation, Mark delves into the importance of asset protection and tax strategy for entrepreneurs and small business owners, offering invaluable advice on how to build and preserve wealth.
He also breaks down complex topics such as legal and tax strategies, asset protection, investing, and wealth growth into understandable and actionable insights. Mark's commitment to simplifying the complexities of the financial world has made him a trusted expert and a beacon for those seeking financial security and business success.
In this episode we talked about:
Importance of asset protection and tax strategy for entrepreneurs and business owners
Tips for building and preserving wealth in today's financial landscape
Practical advice for achieving financial security and business success
Importance of financial education and empowerment for CPAs and Enrolled Agents
Click here to read more: https://pantheoninvest.com/episode127/
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In the latest episode of Wealth Strategy Secrets of the Ultra Wealthy, I had the privilege of hosting Jan Petke, founder and managing partner of C100Global. Jan brings a wealth of experience and a unique perspective on managing and preserving significant wealth.
As the leader of a UNHWI CentiMillionaire Peer Advisory Board, Jan is dedicated to guiding wealth creators and their families through the intricate challenges that come with substantial financial success.
In our discussion, Jan shared his philosophy that "The goal isn’t to live forever—the goal is to produce something that will!" This mindset encapsulates his approach to wealth management, emphasizing the importance of creating lasting legacies and impactful contributions.
Jan's insights are invaluable for anyone looking to navigate the multifaceted world of wealth, and this episode is packed with strategies and wisdom that can benefit both current and future wealth stewards.
In this episode, we talked about:
Jan's background and career journey
Founding and managing C100Global, a UNHWI CentiMillionaire Peer Advisory Board
Importance of legacy planning in wealth management and encouragement for wealth creators to focus on legacy and impact
Actionable strategies for managing and preserving significant wealth
Click here to connect with Jan:
Youtube: https://www.youtube.com/channel/UCNk5HPln1YqPC8Y0qqYSGEg
Linkedin: https://www.linkedin.com/in/janpetke/?originalSubdomain=de
Instagram: https://www.instagram.com/jan_petke/?locale=en_gb
Twitter: https://x.com/janpetke?lang=en
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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In this episode, we have Jason Nees, Pantheon Investments Portfolio Manager and we dive into a comprehensive discussion about the current state of the economy, particularly with a focus on market updates, opportunities, and risks for capital allocation.
We tackle and provide you with a macroeconomic assessment, highlighting the resilience in some areas while expressing concerns about consumer behavior and mixed performance across different sectors in the stock market.
Our conversation delves into the upcoming political landscape and its potential impacts, including the effects of the election on stimulus measures and deficit spending. We also touch on policies surrounding the 1031 exchange and the importance of sticking to core fundamentals in capital allocation.
We also take a look at the rise in interest rates and its impact on distressed real estate markets, presenting future opportunities. Private credit is noted as a complex and growing asset class, with inherent risks in exotic issuances and default rates under uncertain economic conditions, reflecting the intricate balancing act required for strategic capital allocation in the current environment.
In this episode we talked about:
The current state of the economy, focusing on market updates, opportunities, and risks for capital allocation.
The upcoming political landscape, including the effects of the election on stimulus measures and deficit spending, and policies surrounding the 1031 exchange.
Consumer spending trends and the dichotomy in discretionary expenses versus travel and entertainment, along with stock market valuations and opportunities in small caps.
Challenges in real estate markets, particularly multifamily transactions, and the role of private credit in providing quicker approvals compared to traditional banks, despite higher risks in a weak economy.
Connect with Jason:
Linkedin: https://www.linkedin.com/in/jnees
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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In the latest episode, I had the incredible pleasure of hosting Vered Kogan, a powerhouse in the field of mindset coaching and transformational change. Vered is not only a keynote speaker and author, but she is also the CEO of the Momentum Institute, where she leads with a vision to help individuals and organizations break through mental and emotional barriers to achieve extraordinary success.
What sets Vered apart is her mastery of a variety of modalities for rapid transformational change. She is highly trained in Neuro-Linguistic Programming (NLP), Emotional Freedom Techniques (EFT) Tapping, Havening Techniques, Hypnotherapy, HeartMath, and Yoga Nidra. These diverse methodologies enable her to tailor her approach to meet the unique needs of each individual and organization she works with, fostering deep and lasting change.
In our conversation, Vered shared invaluable insights from her experience and expertise. We delved into the practical applications of her methods and how they can be used to overcome limiting beliefs, manage stress, and harness the power of the mind to achieve peak performance.
Vered’s wisdom and actionable strategies are sure to resonate with anyone looking to elevate their mindset and unlock their full potential. This episode is a must-listen for those committed to personal growth and looking to navigate the challenges of our ever-changing environment with confidence and resilience.
In this episode, we talked about:
Her journey from from Civil Engineering to Mindset Coaching
Defining mindset and its influence on personal and professional success
The core fears and tips for navigating change with a resilient mindset
Techniques for stress management and emotional resilience
Connect with Vered:
Website: https://www.momentuminstitute.com/
Podcast: https://podcasts.apple.com/us/podcast/the-mindset-game-podcast/id1527025040
Instagram: https://www.instagram.com/veredkogan/?hl=en
Linkedin: https://www.linkedin.com/in/veredkogan/
Youtube: https://www.youtube.com/c/VeredKogan
Email: [email protected]
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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In our latest episode, we had the privilege of sitting down with Andrés Preschel, an extraordinary individual whose journey from overcoming personal health challenges to becoming a leading figure in the world of applied physiology and wellness is nothing short of inspiring.
Diagnosed with Attention Deficit Disorder (ADD) at a young age, he faced numerous health issues resulting from medication, including anxiety, insomnia, and body dysmorphia. Despite these challenges, Andrés harnessed the support of his family and friends, turning his life around through a dedicated focus on health and the development of new habits.
[CLICK HERE TO LISTEN NOW]
Andrés' deep dive into the fitness world began in 2017, partnering with Dr. Moises Roizental to create lifestyle medicine and longevity programs. He has co-authored a book and led webinars reaching tens of thousands, covering crucial topics such as Intermittent Fasting, Longevity, and Exercise Physiology.
As the founder of Know Your Physio and a founding member at Drym Health, Andrés is at the forefront of creating innovative Remote Monitoring and Lifestyle Data Analytics solutions. His work aims to help ambitious individuals and teams achieve longer, healthier, and more fulfilling lives.
[CLICK HERE TO LISTEN NOW]
In this episode, we talked about:
Diagnosis and management of ADD, including challenges with medication
What does an optimal health mean?
Overcoming health issues and the four pillars of optimized health
Strategies for optimizing health, performance, and achieving a fulfilling life
Connect with Andres:
Website: https://andrespreschel.com/
Linkedin: https://www.linkedin.com/in/andrespreschel/
Twitter: https://twitter.com/AndresPreschel
Instagram: https://www.instagram.com/andrespreschel/
Youtube: https://www.youtube.com/channel/UC8eRVkjlU658GVemC57r7yg
Email: [email protected]
Podcast: https://andrespreschel.com/podcast-kyp/
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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In this episode we have Nic Peterson, a dynamic entrepreneur and the co-founder of Mastery Mode. Nic's impressive portfolio includes co-founding multiple successful companies such as Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics, now known as Trevor Kashey Nutrition.
With a track record of founding or co-founding over half a dozen companies that have achieved seven or eight-figure revenues, Nic brings a wealth of experience and insights to the table.
Throughout our conversation, Nic shared his journey from experiencing significant successes to enduring challenging failures. His approach is deeply rooted in being a perpetual student, constantly developing new skills and learning from every venture he undertakes.
Nic emphasized the importance of implementing lessons learned, which has been a cornerstone of his growth and success. Nic's current focus with Mastery Mode is on helping business owners, consultants, and service providers build robust systems and operations.
Tune in to this episode for an engaging and insightful discussion with Nic Peterson, and learn how his strategies can help you achieve your business goals.
In this episode, we talked about:
His personal journey of founding multiple companies, detailing the successes he has celebrated and the valuable lessons learned from his failures.
Important concepts from his book Bumpers: The Framework for Finding Your Personal Abundance, Maximum Productivity, Greatest Profits and Highest Quality of Life
How creating efficient systems and robust operations can help business owners, consultants, and service providers leverage their time and increase profitability.
The significance of continually developing new skills and implementing learned lessons to drive personal and professional growth.
Connect with Nic:
Website: https://www.nicpeterson.com/
Instagram: https://www.instagram.com/nicpeterson23/?hl=en
Linkedin: https://www.linkedin.com/in/nic-peterson/
Book: https://www.amazon.com/Bumpers-Framework-Personal-Abundance-Productivity/dp/1956955348
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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Today we have Christopher Larsen, the dynamic founder and Principal of Next-Level Income. Chris, who transitioned from an 18-year career in the medical device industry to a successful investor and educator, shares his journey towards financial independence and his passion for helping others achieve the same.
Over the years, Chris has diversified his investment portfolio to include development projects, private lending, distressed debt, and commercial properties. Since 2016, he has been syndicating commercial real estate deals and has been involved in over $1 billion worth of real estate acquisitions.
In our enlightening conversation, Chris Larsen shared several key insights that are crucial for anyone aspiring to achieve financial independence. Chris’s experience spans various sectors, including development projects, private lending, distressed debt, and commercial properties, demonstrating how a well-rounded approach can lead to substantial growth.
Another significant insight Chris provided was the power of education and strategic networking. He underscored the necessity of continuous learning and staying informed about market trends and investment opportunities.
In this episode, we talked about:
Finding purpose and resilience through experiencing hardships and overcoming challenges
The role of education and continuous learning in achieving financial independence
His personal experience in real estate investing and his investing thesis
Tips for aspiring investors on taking the first steps toward financial independence
Connect with Chris:
Website: https://nextlevelincome.com/
Facebook: https://www.facebook.com/nextlevelincomeshow
Linkedin: https://www.linkedin.com/in/nextlevelincome/
Instagram: https://www.instagram.com/thenextlevelincomeshow/
Contact: 828-768-8700
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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Today we had the honor of having Salvatore M. Buscemi, a titan in the realms of finance and real estate. With a storied career and an enviable portfolio, Salvatore has cemented his reputation through astute investment strategies and dynamic leadership roles.
As the CEO and Co-Founding Partner of HRN, LLC, Salvatore spearheads a private multi-family investment office that boasts a diverse range of successful ventures. His prowess extends to his role as CEO of Dandrew Partners Capital Management, where he navigates the complexities of various investment vehicles across commercial real estate, credit, fine art private credit facilities, and more.
In our captivating discussion Salvatore shared an insider's perspective on the intricacies of real estate finance and private equity investment. His deep dive into targeted allocations, particularly in emerging sectors like life sciences, illuminated the pathways to success in a rapidly evolving market.
His insights into navigating special situations and capitalizing on basis-driven opportunities underscored the importance of agility and foresight in today's investment landscape. Moreover, Salvatore's pragmatic approach to fund management offered invaluable lessons for both seasoned professionals and budding entrepreneurs alike.
In this episode, we talked about:
Salvatore Buscemi's background and career trajectory from Goldman Sachs to CEO and Co-Founding Partner of HRN, LLC
Diversification across multiple asset classes, including commercial real estate, credit, fine art private credit facilities, and life sciences investments
Authorship of books on fund management and real estate private lending
Insights into real estate finance, private equity investment strategies and capitalizing on basis-driven opportunities
Connect with Salvatore:
Website: https://investinglegacy.com
Personal Website: https://salvatorebuscemi.com/
LinkedIn : https://www.linkedin.com/in/salvatore-buscemi/
Instagram: https://www.instagram.com/salvatorembuscemi/?hl=en
Facebook: https://www.facebook.com/salvatore.buscemi.589
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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Today we had the pleasure of sitting down with the incredible Jay Conner, a real estate mogul whose success story is nothing short of inspiring. Jay's journey in the real estate industry began in 2003 in a modest town of 40,000 people, where he started buying and selling houses.
Fast forward to today, and Jay's profits are soaring, averaging an impressive $78,000 per deal! With over 475 houses rehabbed and a staggering $118 million in transactions under his belt, Jay has truly mastered the art of real estate investment.
His passion for motivating and educating fellow real estate investors shines through as he shares his expertise on raising private money without ever having to ask for it. With over 2,000 real estate investors personally coached by Jay, it's clear that his knowledge and guidance are invaluable to those seeking success in the industry.
Jay shared his expertise on the art of raising private money without the need to directly ask for it, highlighting the importance of building genuine relationships and trust within the real estate community. With his wealth of experience as a commercial developer and seasoned investor, Jay's guidance on personal development resonated deeply, inspiring listeners to cultivate a mindset of growth and resilience.
In this episode, we talked about:
Jay’s background and how he started buying and selling houses using private money lending
The importance of Private Money Lending versus Institutional Money
The important lessons he learned in the industry and being in this business
Lending process and the ideal borrower qualifications
Connect with Jay:
Website: https://www.jayconner.com/
Linkedin: https://www.linkedin.com/in/privatemoneyauthority
Podcast: https://podcasts.apple.com/us/podcast/raising-private-money-with-jay-conner/id1377723034
Youtube: https://www.youtube.com/channel/UCZfl6O7pRhyX5R-rRuSnK6w
Free Book: https://www.jayconner.com/book
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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Today, we had the pleasure of hosting Patrick Grimes, a true titan in the world of alternative investments and real estate. Patrick is the founder of Passive Investing Mastery, a company dedicated to empowering investors with the knowledge and tools they need to diversify their portfolios effectively.
He's also the mastermind behind InvestOnMainStreet.com, a private equity firm boasting a portfolio of multifamily real estate valued at a staggering $600M+, spread across over 4,000 units in the southeastern United States and Texas.
Patrick also reflects on the transformative power of persistence, resilience, and adaptability in overcoming challenges and seizing opportunities in the ever-evolving investment landscape. He encourages listeners to embrace a growth mindset, embrace calculated risks, and embrace continuous learning.
Drawing from his own experiences and successes in the industry, Patrick shares practical tips for aspiring investors looking to enter the real estate market. He emphasizes the importance of education, networking, and aligning with reputable partners and sponsors to navigate the complexities of real estate investing effectively.
In this episode, we talked about:
Patrick’s background and his transition from being a passive investor to an active investor
Valuable attributes that makes a successful investor
His specific wealth management and strategies and current market cycle
Alternative investing and challenges with the traditional investing models
Connect with Patrick:
Website: https://passiveinvestingmastery.com/
Patrick’s Free Book: Passiveinvestingmastery.com/book
Facebook: https://www.facebook.com/PassiveInvestingMastery
Linkedin: https://www.linkedin.com/in/patricksgrimes/
Amazon: https://www.amazon.com/author/patrickgrimes
Email: [email protected]
Phone Number: (209) 403-6096
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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