Dave Wolcott

Tactical Friday: Achieving Financial Freedom with Dave Wolcott

“In this journey, it’s not about just getting one or two wins, right? It’s all about putting that in place, this process that you work on, and you refine, and you culminate every day.” – Dave Wolcott

Welcome to this episode of Tactical Friday! In today’s episode, Dave Wolcott is back to talk over the practical steps for achieving financial freedom based on the four phases, tactics in applying the rationale behind these strategies, and how exactly we can start this process.

[00:01 – 01:05] Opening Segment

  • If you have a platform and you want to create content that DELIVERS, go over to knightly.productions!
  • For the first part of my interview with Dominic, tune in to last Monday’s episode 


[01:06 – 18:51] How Can We Achieve Financial Freedom?

  • The holistic wealth strategy
  • It boils down to four phases:
  • Mindset – uncover your limiting beliefs
  • Increasing IQ – financial, mindset, and health
  • Building an infrastructure
  • Building massive passive income
  • Understand your strengths and weaknesses. Take assessments.
  • Channel your energy to living exponentially.
  • In pursuit of fulfillment
  • Tactics are meaningless without a clear goal.
  • Commit to advance in the four phases. Apply various tactics.
  • The various assets investment
  • How to start
  • Consider where your existing portfolio is. Recognize options such as refinancing and adding equity.


[18:52 – 21:02] Closing Segment  

  • Connect with Dave (links below) 
  • Visit his website, Linkedin, and more! 
  • Closing words 


Key Quote: 

“Do you wake up every day and you’re completely fired up about what you’re doing? Right? You don’t need an alarm clock? It doesn’t take discipline, right? It’s not about discipline, it’s actually about energy because you have, you know, so much going on that you don’t want to stop.” – Dave Wolcott

Know Yourself to Create an Impact with Dave Wolcott

“Learn as much about yourself as you can so that you’re working on your strengths. You’re going to be more successful, and really, it becomes more natural for you. And then also, it’s really much more fulfilling.” – Dave Wolcott

Welcome to another week of Tactical Leader! In today’s episode, we have Dave Wolcott talk about his journey towards wealth management with a military background, the principles he carries attached to it, and how we can understand ourselves better to realize how exactly we can make a difference in our lives and an impact on the world.

Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives busy professionals an opportunity to passively invest in top real estate assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,100 doors with a combined value of over $360 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets.

Prior to Pantheon, Dave earned his bachelor’s degree from the George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. He learned about investing in commercial real estate as a passive investor 20 years ago and has experienced several market cycles. In today’s changing world, Dave is more passionate than ever about helping professionals build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets.

[00:01 – 05:32] Opening Segment

  • If you have a platform and you want to create content that DELIVERS, go over to knightly.productions!
  • Introducing Dave Wolcott
  • Shifting to financial investments and wealth management as a military veteran
  • Finding the same sense of purpose through the transition

[05:33 – 11:33] How Life Events Create Financial Impact

  • Delving deeper to the wealth perspective
  • It is about reaching freedom, not just financial.
  • Freedom of purpose
  • Freedom of relationship
  • Freedom of time
  • Dave shares the biggest takeaway from military service
  • A sense of leadership allows you to be comfortable in making decisions.
  • Work with those who have the growth mindset.
  • Transparency is key.

[11:34 – 25:51] At the End of the Day, It’s All About You

  • A crystal clear vision
  • Think: If you had all the money in the world – 
  • What would you be doing? 
  • Where would you be? 
  • Who would you be with? 
  • Think of how to start living like that today.
  • The focus on wealth management
  • Consider the various resources and assets around you to start learning.
  • Dave talks about his book
  • It’s about the holistic approach to wealth strategy.
  • Steps towards financial freedom
  • Understanding your Instinctive wiring
  • We don’t have to be great at everything.

[25:52 – 29:20] Closing Segment  

  • The legacy Dave wants to create:
  • Create an impact. Have that transformational moment and live the life you want to live.
  • Connect with Dave (links below) 
  • Visit his website, Linkedin, and more! 
  • Join us for Tactical Friday!


Key Quote: 

“I love working with people who really have a growth mindset… People who understand… Looking at new ideas. They’re open to new ideas. They’re open to expanding their beliefs. They’re constantly learning, you know, no matter where they are in their journey.” – Dave Wolcott


Connect with Dave

Visit his website at https://pantheoninvest.com/wealth-strategy/.

Connect with him at https://www.linkedin.com/in/davewalcott.

Check out his book at The Holistic Wealth Strategy: Your Roadmap to Financial Freedom

About the Host: Zack Knight

Zack sits down with CEO’s and experts to share tactical knowledge of how to become a better leader and create a more effective, safe environment for your team. Zack offers consulting and podcast coaching and runs Knight Protection Services, LLC, a company that helps busy executives build a winning culture through safety and security.

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