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Holistic Wealth Strategies With Dave Wolcott │Ep 303

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Manage episode 367758671 series 2338245
Inhoud geleverd door Kevin Brenner. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Kevin Brenner of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Drawing from his book "The Wholistic Wealth Strategy," this week's guest Dave Wolcott shares invaluable insights and actionable strategies for achieving holistic wealth. Get ready to embark on a journey as Dave opens up about his personal transition from a military background to the corporate world, revealing the mindset shifts necessary for building wealth. Together, they explore the five phases of wealth building, providing a roadmap for listeners to follow on their own path to financial prosperity. But it doesn't stop there. Discover the power of creating a strong infrastructure and assembling a dedicated team to support your wealth-building endeavors. Dave dives into must-know topics like tax strategies, infinite banking, and estate planning, illuminating the way to safeguard and grow your assets. With a range of investment options on the table, you'll gain the knowledge needed to generate sustainable wealth.

"Think about yourself as being your greatest asset."

-Dave Wolcott

Here are 5 Key Takeaways from this episode:

  • Vision can clarify the direction you are heading and finding purpose
  • Understanding alternative assets
  • 5 Phases of Wealth Building
  • The formula for Net worth
  • Creating Infrastructure and Team around our Wealth

Honorable Mentions & Useful Links:

Connect with Dave Wolcott:

Ready to take the next steps in your Military Real Estate Investing journey? Watch our Masterclass and claim your EPIC reward for action. Tap here to register today!

Are you looking for a loan for your next project? Look no further! Check out ADPI Financial Services for all of your residential and commercial lending needs!

No Time...No Worries! Get all the info you need now by texting DEAL to 33777

Ready to become a PASSIVE INVESTOR? Check out ADPI Capital™ and learn how you can get started passively investing in commercial real estate for only $500!

Tap the link above or text ADPI to 33777

Helpful Resources

Connect with the ADPI: Facebook | Instagram | YouTube

Support the Show.

  continue reading

339 afleveringen

Artwork
iconDelen
 
Manage episode 367758671 series 2338245
Inhoud geleverd door Kevin Brenner. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Kevin Brenner of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Drawing from his book "The Wholistic Wealth Strategy," this week's guest Dave Wolcott shares invaluable insights and actionable strategies for achieving holistic wealth. Get ready to embark on a journey as Dave opens up about his personal transition from a military background to the corporate world, revealing the mindset shifts necessary for building wealth. Together, they explore the five phases of wealth building, providing a roadmap for listeners to follow on their own path to financial prosperity. But it doesn't stop there. Discover the power of creating a strong infrastructure and assembling a dedicated team to support your wealth-building endeavors. Dave dives into must-know topics like tax strategies, infinite banking, and estate planning, illuminating the way to safeguard and grow your assets. With a range of investment options on the table, you'll gain the knowledge needed to generate sustainable wealth.

"Think about yourself as being your greatest asset."

-Dave Wolcott

Here are 5 Key Takeaways from this episode:

  • Vision can clarify the direction you are heading and finding purpose
  • Understanding alternative assets
  • 5 Phases of Wealth Building
  • The formula for Net worth
  • Creating Infrastructure and Team around our Wealth

Honorable Mentions & Useful Links:

Connect with Dave Wolcott:

Ready to take the next steps in your Military Real Estate Investing journey? Watch our Masterclass and claim your EPIC reward for action. Tap here to register today!

Are you looking for a loan for your next project? Look no further! Check out ADPI Financial Services for all of your residential and commercial lending needs!

No Time...No Worries! Get all the info you need now by texting DEAL to 33777

Ready to become a PASSIVE INVESTOR? Check out ADPI Capital™ and learn how you can get started passively investing in commercial real estate for only $500!

Tap the link above or text ADPI to 33777

Helpful Resources

Connect with the ADPI: Facebook | Instagram | YouTube

Support the Show.

  continue reading

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