The Holistic Wealth Strategy: Your Roadmap to Financial Freedom

“In this journey, it's not about just getting one or two wins, right? It's all about putting that in place, this process that you work on, and you refine, and you culminate every day.” - Dave Wolcott Welcome to this episode of Tactical Friday! In today’s episode, Dave Wolcott is back to talk over the practical steps for achieving financial freedom based on the four phases, tactics in applying the rationale behind these strategies, and how exactly we can start this process. Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives busy professionals an opportunity to passively invest in top real estate assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,100 doors with a combined value of over $360 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets. Prior to Pantheon, Dave earned his bachelor’s degree from the George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. He learned about investing in commercial real estate as a passive investor 20 years ago and has experienced several market cycles. In today’s changing world, Dave is more passionate than ever about helping professionals build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets.   [00:01 - 01:05] Opening Segment If you have a platform and you want to create content that DELIVERS, go over tohttp://knightly.productions/ ( knightly.productions)! For the first part of my interview with Dominic, tune in to last Monday’s episode 

[01:06 - 18:51] How Can We Achieve Financial Freedom? The holistic wealth strategy It boils down to four phases: Mindset - uncover your limiting beliefs Increasing IQ - financial, mindset, and health Building an infrastructure Building massive passive income Understand your strengths and weaknesses. Take assessments. Channel your energy to living exponentially. In pursuit of fulfillment Tactics are meaningless without a clear goal. Commit to advance in the four phases. Apply various tactics. The various assets investment How to start Consider where your existing portfolio is. Recognize options such as refinancing and adding equity.

[18:52 - 21:02] Closing Segment   Connect with Dave (links below)  Visit his website, Linkedin, and more!  Closing words 

Key Quote:  “Do you wake up every day and you're completely fired up about what you're doing? Right? You don't need an alarm clock? It doesn't take discipline, right? It's not about discipline, it's actually about energy because you have, you know, so much going on that you don't want to stop.” - Dave Wolcott   Connect with Dave Visit his website at https://pantheoninvest.com/wealth-strategy/ (https://pantheoninvest.com/wealth-strategy/). Connect with him at https://www.linkedin.com/in/davewalcott (https://www.linkedin.com/in/davewalcott). Check out his book at https://www.amazon.com/Holistic-Wealth-Strategy-Roadmap-Financial/dp/B089CS58F1 (The Holistic Wealth Strategy: Your Roadmap to Financial Freedom)   Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue on putting out great content just for you! Share this episode and help someone who wants to expand their leadership capacity or clickhttps://podcasts.apple.com/us/podcast/tactical-leadership/id1498567657 ( here) to listen to our previous episodes.   Tactical Leadership is brought to you by Knight Protection Services. A veteran-owned and operated company, with extensive experience