We interview David Wolcott this week where we discuss holistic financial planning and whether it is more important for your portfolio to be invested for growth or longevity. The answer might surprise you. Here's what you need to know...
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Today's Guest: Dave Wolcott
Dave Wolcott started his career by serving the country as a Captain in theMarine Corps. In 2000 he and his wife brought triplets into the world whichinspired him to challenge traditional financial planning advice. Today, Dave isan author, podcast host, and the Founder and CEO of Pantheon Investmentsand is more passionate than ever about helping entrepreneurs build wealthby passively investing in superior real estate and alternative assets thatprovide predictable cash flow, tax efficiency, and upside potential as areliable alternative to the volatility of the stock market.
Dave's Online Presence:
- Kirk Chisholm | Innovative Advisor Group
- Megan Gorman | The Wealth Intersection
- Barbara Friedberg | Barbara Friedberg Personal Finance