In this episode of The Alternative Investor Mastermind, host Jack Krupey sits down with Dave Wolcott, Founder & CEO of Pantheon Investments, to explore what it really takes to build holistic wealth — beyond Wall Street.
From oil & gas investing and AI-driven tax strategies to the launch of Pantheon’s Wealth OS platform, Dave reveals how the ultra-wealthy think differently about taxes, diversification, and purpose-driven success.
Whether you’re a real estate investor, a business owner, or simply looking to optimize your financial future, this episode will show you how to align your capital, mindset, and lifestyle to create lasting freedom.
Timestamps:
00:00 - Intro
02:30 - Dave’s journey from Marine Corps to investor
07:45 - Tax planning vs tax preparation
12:15 - Real estate and oil & gas tax advantages
19:40 - AI tools transforming tax and wealth management
26:00 - The rise of private credit and energy investing
33:10 - The Holistic Wealth Strategy framework
39:30 - Investing in yourself and building true freedom
45:00 - Outro
CONNECT WITH JACK!
LinkedIn: /in/jackkrupey/
Instagram: /jkrupey/
Facebook: /jkrupey/
Podcast: https://www.buzzsprout.com/2139703/share
Sign up for our newsletter: https://bit.ly/JKAMSub
—
🎧 Listen, like, subscribe, and comment!
#AlternativeInvesting #TaxStrategies #AIWealth #OilAndGasInvesting #PassiveIncome #HolisticWealth #RealEstateInvesting #FinancialFreedom #PrivateCredit #PantheonInvestments
Instagram | Website | Facebook | Watch on YouTube
LOVE THE SHOW? Please subscribe, rate, review, and share! Thank you!
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The Brothers Ortiz
The Brothers Ortiz is the story of two brothers–both successful, but in very different ways. Gabe Ortiz becomes a third-highest ranking officer in all of Texas while his younger brother Larry climbs the ranks in Puro Tango Blast, a notorious Texas Prison gang. Gabe doesn’t know all the details of his brother’s nefarious dealings, and he’s made a point not to ask, to protect their relationship. But when Larry is murdered during a home invasion in a rented beach house, Gabe has no choice but to look into what happened that night. To solve Larry’s murder, Gabe, and the whole Ortiz family, must ask each other tough questions.