August 30, 2023

182. Invest In Your Most Valuable Asset

Show Notes

Wealth Without Bay Street
Wealth Without Bay Street
182. Invest In Your Most Valuable Asset

Wealth Without Bay Street 182: Invest In Your Most Valuable Asset

Looking for unique ways to guard and grow your wealth, just like the top 1%? 

Dave Wolcott suggests that Infinite Banking is one alternative wealth strategy you should definitely pay attention to. 

This serial entrepreneur and ex-marine captain has come on board to discuss the major money concepts in his book “The Holistic Wealth Strategy, a Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life.” 

Check out this amazing new episode! Give it a listen, it's truly powerful!


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[00:00] What exactly is the holistic wealth strategy? 

[1:34] How newborn triplets compels a dad to pursue alternative sources 

[7:49] Choosing to feed, instead of killing your golden goose

[14:13] Dave’s flexible framework to achieve massive legacy wealth

[16:09] Write down a list of 100 things that you want to BE, DO and HAVE in life

[19:11] Your net worth = financial IQ, mindset IQ, health IQ and your relationship capital

[29:00] Create an infrastructure around your wealth

[34:41] Work on yourself every day 

[41:27] Redefining what ‘selfish’ really means


  • The accumulation theory puts you into a scarcity mindset.
  • Relationship capital is key. 
  • You are your greatest asset, and investing in yourself will yield the biggest ROI.
  • Money is a tool to help us have more control over our time. 
  • Discover the other world that parallels what the conventional world talks about money


Thanks for tuning into this episode! As a little thank you from Dave, you're offered some pretty cool BONUS materials from his book. This even includes a 401K Exit Calculator. Awesome, right? All you need to do is visit

You can easily find and download your bonus there. Enjoy!

Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. 

A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. 

Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.



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