From Marines to Millions: How Dave Wolcott Built Legacy Wealth | Jake & Gino Podcast
Join Jake and Gino as they dive deep into the Pantheon Holistic Wealth Strategy with special guest Dave Wolcott—Marine Corps veteran, wealth architect, and founder of Pantheon Investments. This episode explores the mindset of the ultra-wealthy, tax-advantaged investing, infinite banking, virtual family offices, and the power of building legacy wealth intentionally.
Join Jake and Gino as they dive deep into the Pantheon Holistic Wealth Strategy with special guest Dave Wolcott—Marine Corps veteran, wealth architect, and founder of Pantheon Investments. This episode explores the mindset of the ultra-wealthy, tax-advantaged investing, infinite banking, virtual family offices, and the power of building legacy wealth intentionally.
If you’re tired of chasing dollars and want to learn how to truly multiply your time, capital, and impact—this episode is your blueprint.
Grab Dave’s book for FREE: https://www.holisticwealthstrategy.com
Chapters:
00:00 – Introduction
01:20 – What Defines the Ultra Wealthy
06:19 – Dave’s Origin Story: From Marines to Multiplying Wealth
09:55 – Traditional Financial Planning vs. Strategic Wealth Building
15:52 – Taxes as an Opportunity, Not a Burden
29:28 – The Private Markets vs. Blue-Chip Stocks
38:29 – Refi and Roll: Jake & Gino’s Real-Life Experience
48:07 – Gino Wraps it Up