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The Intersection of Wealth and Well-being with Dave Wolcott
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In this episode, we have a very special guest, Dave Wolcott. In this conversation, Dave Wolcott, a former Marine and current CEO of Pantheon Investments, shares his personal journey from a middle-class upbringing in Connecticut to the Marine Corps, and onto his tenure in corporate America. He recounts the invaluable life lessons learned along the way — leadership, teamwork, and integrity — which have shaped his approach to wealth-building and his success in real estate investment. Dive into a treasure trove of strategies as Dave discusses the significance of proactive tax strategies, the power of a dream team, and the often overlooked holistic approach to wealth that considers financial IQ, mindset, physical and relationship capital. Whether you're earning $100,000 or $75,000 a year, this episode discusses how life choices affect both your lifespan and financial freedom.
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