Dave Wolcott’s 5-Phase Holistic Wealth Strategy for Financial Freedom
Millionaire Mindcast
Matt Aitchison
4.4 • 716 Ratings
🗓️ 25 August 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
In this episode of the Millionaire Mindcast, Matty A. welcomes Dave Wolcott, founder of Pantheon Investments, for an in-depth conversation on building true generational wealth outside of the traditional Wall Street model.
Dave shares his transition from Marine Corps service to becoming a successful investor, how he discovered the power of alternative asset classes, and why tax efficiency is a critical pillar in wealth building. From his Wealth Strategy Framework to specific tactics like cost segregation and bonus depreciation, Dave provides a roadmap for investors who want more control, better cash flow, and stronger long-term returns.
Whether you’re looking to protect your wealth, grow it faster, or pass it on to the next generation, this episode delivers proven strategies you can start applying today.
What You’ll Learn in This Episode:
- Why traditional investing may not be enough for financial freedom
- How alternative investments outperform in cash flow and tax benefits
- The Wealth Strategy Framework for building lasting wealth
- Advanced tax strategies for high-net-worth investors
- Why mindset and network are key to scaling wealth
- How to identify opportunities in uncertain markets
Timestamps:
00:00 – Intro: Meet Dave Wolcott and his investing background
04:00 – Breaking away from the Wall Street model
08:00 – Wealth Strategy Framework overview
13:00 – Leveraging alternative investments for cash flow and protection
17:00 – Advanced tax strategies (cost segregation, depreciation)
21:00 – The importance of mindset and relationships
25:00 – Navigating market volatility for opportunity
29:00 – Closing advice for long-term wealth creation
Connect with Dave Wolcott:
Website: http://www.patheoninvest.com
LinkedIn: https://www.linkedin.com/in/davewolcott/
Instagram: https://www.instagram.com/pantheoninvest
Facebook: https://www.facebook.com/pantheoninvest
YouTube: https://www.youtube.com/@pantheoninvestments
Episode Sponsored By:
Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/
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Transcript
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| 0:00.0 | What's going on, guys? |
| 0:11.3 | Welcome back to today's show. |
| 0:13.1 | My guest is Dave Walcott. |
| 0:15.1 | He is a former Marine, a founder of Pantheon investments, and of the holistic wealth strategy, which was really a |
| 0:22.6 | great book if you're looking for a wealth building book. Dave's journey from military service to |
| 0:27.5 | becoming a seasoned investor and wealth strategist is honestly packed with a ton of gold nuggets. |
| 0:33.7 | This dude had so many cool and unique perspectives, some tactical and strategic advice. |
| 0:40.4 | So depending on where you're at in your wealth journey, what you're looking to accomplish, |
| 0:43.9 | I think you're going to get some great insights from this episode. |
| 0:46.3 | We dove into, you know, his early stage journey of how having triplets overnight sparked |
| 0:51.1 | his newfound obsession with creating wealth and financial freedom to be that |
| 0:55.0 | present, purposeful, impactful father that he wanted to be, and how he decided to ditch |
| 1:02.1 | kind of the traditional financial advice and went deep into alternative investments, |
| 1:07.1 | which led into becoming an LP, which then led to the founding of his own wealth |
| 1:11.8 | management and investment firm. And you're going to hear kind of his specific perspective around |
| 1:16.1 | the five phase holistic wealth strategy that he used not only for himself, but to help others |
| 1:22.7 | unlock and create that time freedom, to unlock purpose, to unlock location freedom. And his unique |
| 1:29.5 | perspectives around that. He also talked about, you know, kind of his philosophy on mindset, |
| 1:34.1 | financial literacy, and building that dream team around you to create sustainable wealth long |
| 1:39.9 | term. We talked about some practical tools and strategies and philosophies that he uses that many of |
| 1:45.8 | his top 1% clients use that you can apply to your own journey wherever you're at. So if you're |
| 1:51.3 | somebody who's, you know, ever felt the traditional work hard retire at 65 path just isn't |
... |
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