Episodes
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Today we have an extraordinary guest joining us, Krisstina Wise. Krisstina is a multimillion-dollar entrepreneur and a thought-leader in redefining the concept of wealth. With a journey that began in a challenging upbringing, Krisstina's story is one of resilience, growth, and profound transformation.
Krisstina started life in a trailer park with alcoholic parents, but she dreamed of a different future and worked tirelessly to achieve financial success. She made her mark in real estate, becoming a top agent and accumulating significant income. Despite this success, Krisstina faced a life-altering event that reshaped her approach to wealth.
In this enlightening episode, Krisstina shares her personal and professional journey that led to her redefining wealth beyond mere financial metrics. In 2013, a health crisis prompted her to reevaluate her values and life purpose, leading her to focus on meaningful and fulfilling wealth rather than external validation.
A key aspect of Krisstina's message is the importance of self-awareness and clarity in aligning life's journey with personal values. She discusses how unresolved childhood traumas can affect financial behaviors and the significance of moving from a mindset of accumulation to one of distribution and giving.
One of the highlights is Krisstina's "DASH Method" for financial planning, offering a practical blueprint for achieving financial sovereignty.
In this episode, we discuss:
Krisstina's journey from a challenging upbringing to financial success
The DASH Method for financial planning
The transition from wealth accumulation to distribution and giving
The importance of self-awareness and clarity in financial and personal fulfillment
Learn more: https://pantheoninvest.com/episode144
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Today we have an enlightening episode featuring Sachin Patel, a visionary in the functional medicine space. In this episode, they delve into a fascinating discussion that challenges traditional healthcare models and advocates for a patient-centered, proactive approach to health.
Dave and Sachin aren't just talking about staying healthy—they're diving deep into actionable strategies that can help you transform your life. Sachin shares the principles of functional medicine with real-world applications and success stories, stressing the importance of metabolic health and how only 7% of the U.S. population meets the criteria for being metabolically healthy.
This episode is brimming with vital information, from breathwork techniques that can help shift your state from stress to relaxation, to the transformative power of spending more time outdoors. With their combined knowledge, Dave and Sachin present a compelling case for taking control of your health destiny through preventative and data-driven approaches.
In this compelling episode, we talked about:
The transformative benefits of breath work and specific techniques like the 4-7-8 method
Why functional medicine is crucial for identifying and addressing potential health issues before they become severe
The significance of proactive health management akin to financial planning
The enormous health benefits of spending more time outdoors and aligning with natural circadian rhythms
Tune in for an episode that could very well change how you approach your health and wellness.
Click here to learn more: https://pantheoninvest.com/episode143
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Missing episodes?
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Today, we have Mark Perlberg, a CPA, Certified Tax Planner and founder of a Prosper CPA joining us to delve into the intricacies of leveraging tax strategies for growing and safeguarding wealth. Mark is a seasoned tax strategist with unparalleled expertise in helping high-income individuals and business owners maximize their tax savings and investment returns.
In this episode, Mark unpacks a variety of sophisticated tax strategies that go beyond the standard deductions. With a focus on proactive tax planning, he illustrates how understanding and implementing advanced tactics can substantially minimize tax liabilities and unlock additional capital for reinvestment.
Mark emphasizes the rarity of proactive planners in the CPA world, noting that less than 5% of CPAs engage in such forward-thinking strategies. He shares his wealth of knowledge on how strategic tax planning can become an invaluable investment, yielding returns that far exceed traditional investments by potentially 5 to 10 times.
Listeners will learn how to optimize their tax outcomes by aligning losses and income strategically, and hear captivating case studies illustrating real-world applications of these strategies, including a remarkable scenario where taxes on a $16 million transaction were eliminated.
Join us as Mark Perlberg provides actionable insights that can transform your approach to tax planning and wealth growth.
In this episode, we discuss:
1. Charitable tax deductions and solar tax strategies
2. Effective planning and timing for tax efficiency
3. Evaluating investments based on tax benefits and returns
4. The impact of proper tax planning on long-term wealth building
Click here to learn more: https://pantheoninvest.com/episode141
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Today’s guest is Andrew Howell, he is the co-founder and managing partner of York Howell, a firm recognized as one of Utah's top workplaces, specializing in estate planning, asset protection, and business structuring. With over 21 years of experience, Andrew’s expertise shines as he shares invaluable insights into the world of wealth transfer and financial security.
Inspired by his grandfather, a Harvard Law graduate and noted estate planner, Andrew advocates for a personalized, value-driven approach that underscores the importance of strong core values.
Andrew explains how his firm utilizes unique tools like COREnology to align family values and priorities, creating a framework for multi-generational wealth transfer that goes beyond financial assets to include legacy and core values.
In this enlightening episode, Andrew delves deep into essential estate planning strategies including asset protection, engaging family members in financial discussions, and understanding and aligning family values for enduring wealth preservation. He demystifies complex terms and offers practical advice for listeners ranging from young adults to high net worth individuals.
In this episode, we discuss:
1. The importance of hiring advisors and scheduling regular meetings.
2. Creating family gratitude and effectively involving family in financial discussions.
3. Asset protection strategies including the use of LLCs and trusts.
4. Aligning family values and priorities with tools like COREnology for a lasting legacy.
Click here to learn more:
https://pantheoninvest.com/episode141
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Today we have an extraordinary episode featuring remarkable guests, including Dane Bollwinkel and Corey Geary. Corey shares his compelling journey from losing his life savings to bouncing back through education and perseverance in the world of wholesaling and cryptocurrency. His story sets the stage for a deep dive into the volatile yet rewarding landscape of crypto investments.
Dane Bollwinkel, an accomplished entrepreneur who transitioned from a corporate job to a thriving career in real estate and cryptocurrency, joins us. He brings his wealth of knowledge on stablecoins, their role in mitigating crypto volatility, and their potential for high returns. Corey Geary, who overcame addiction through real estate and subsequently found financial freedom through crypto, adds a poignant layer to our discussion, highlighting the transformative power of these investment strategies.
Together, we navigate through the necessity of understanding market cycles, drawing parallels with Warren Buffett’s investment principles, and emphasizing self-awareness and passion over chasing quick profits. The episode also sheds light on managing risk, the rising importance of decentralized finance (DeFi), and the growing impact of central bank digital currencies (CBDCs).
This episode aims to equip you with a foundational understanding of cryptocurrency, ways to mitigate risk, and strategies for generating passive income through decentralized platforms.
In this episode, we discuss:
1. Corey’s recovery journey through wholesaling and crypto investments.
2. The importance of education and understanding market cycles.
3. The role of stablecoins in reducing volatility and generating returns.
4. Strategies for managing risk and exploring decentralized finance (DeFi).
Learn more: https://pantheoninvest.com/episode140
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Today we have an extraordinary lineup featuring special guest Jeff Spencer, a name that resonates with the pinnacle of peak performance. Jeff is a renowned Olympic hopeful turned peak performance coach with over 400,000 hours of expertise and a Master's in Sports Science.
His incredible journey includes helping win 40 gold medals, top awards for entertainers, and legendary success for entrepreneurs. Jeff's insights can benefit not only elite athletes but anyone aspiring to excel in different facets of life.
The episode delves deep into Jeff's early inspirations and his transformative experiences with remarkable mentors who shaped his path. Jeff shares how his first mentor, a three-time Olympian cycling coach, taught him that winning is a learned skill, while his second and third mentors nurtured his creativity and resilience, respectively.
A key takeaway from this conversation is Jeff's emphasis on the Champion's Blueprint, a framework of five core competencies that translate historical patterns into actionable insights for optimal performance. Jeff and Dave discuss the importance of balance in all aspects of life to achieve true championship, which involves harmonizing different dimensions such as health, relationships, and wealth.
In this episode, we talked about:
- Jeff Spencer's incredible journey and mentorship
- The Champion's Blueprint and its five core competencies
- Balancing various life dimensions for peak performance
- The importance of proactive health and relationship management for long-term success
Click here to learn more: https://pantheoninvest.com/episode139
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In today’s episode, we have a special returning guest, M.C. Laubscher is a visionary entrepreneur, investor, and best-selling author committed to revolutionizing the financial landscape for business owners. As the founder of Producers Wealth, M.C. is focused on reshaping how individuals build and sustain wealth across the U.S.
His educational platform, Cashflow Ninja, has impacted the financial futures of over 7 million people globally. With a portfolio that spans renowned podcasts, books, and thought leadership, M.C. is a sought-after expert in financial independence and legacy creation.
In this enlightening episode, MC delves into the importance of integrating life insurance as a stable and predictable asset class within your portfolio. Through practical examples and personal insights, MC reveals how the ultra-wealthy leverage life insurance for tax-efficient growth and financial stability.
Additionally, MC explores the infinite banking strategy, showcasing its versatility and unprecedented benefits in capital growth and financial security. They also address the unique challenges business owners face in capital allocation and provide actionable advice to mitigate risks and maximize growth.
In this episode, we discuss:
The role of life insurance in tax strategy and financial security
Using life insurance as a stable and predictable asset class
The advantages and application of infinite banking
Effective capital allocation for business owners
Learn more here: https://pantheoninvest.com/episode138
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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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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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