June 19, 2023 • 50 mins
When Dave Wolcott advises his clients to invest in themselves, he is not speaking figuratively.
As the founder and CEO of Pantheon Investments, Dave helps people utilize the same wealth-building tools that the wealthy employ to expand and secure their fortunes. Dave evangelises the idea of holistic wealth: being wealthy also means being healthy and happy. Today, he shares his perspective with Jason as the two dive into the oft-misunderstood world of investing. Highlights include:
Show Links/ Social Links
As the founder and CEO of Pantheon Investments, Dave helps people utilize the same wealth-building tools that the wealthy employ to expand and secure their fortunes. Dave evangelises the idea of holistic wealth: being wealthy also means being healthy and happy. Today, he shares his perspective with Jason as the two dive into the oft-misunderstood world of investing. Highlights include:
- Dave lays out his 5-phase approach to wealth creation.
- We explore the idea of finding your Massive Transformational Purpose (MTP) and how it can help you win.
- We identify some specific steps you can take today to grow and secure your wealth.
Show Links/ Social Links
- LinkedIn: Jason Ballard - https://www.linkedin.com/in/jason-ballard-795a0587/
- LinkedIn: Soar Higher - https://www.linkedin.com/company/soar-higher-business-solutions/
- Soar Higher Facebook - https://www.facebook.com/soarhigherjasonballard
- Soar Higher Youtube - https://www.youtube.com/channel/UCazXTUWfddwR9blL-3KUG_A
- Website: www.soarhighercoaching.com
- Learn more about Dave's work: https://pantheoninvest.com/
- Check out some free tools on Dave's website: pantheoninvest.com/wealth-strategy
- Please consider donating to help critically-wounded veterans: thefund.org
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