From Military Service to Million-Dollar Wealth with Dave Wolcott

Show Notes with Timestamps:
(00:00) Introduction – Brett introduces the Build it to Billions podcast and today's guest, Dave Wolcott.

(01:38) Dave Wolcott’s background: Marine Corps, tech industry, and family life.

(04:01) Realization of alternative investments versus traditional retail investing.

(05:29) The first step in the Holistic Wealth Strategy: Defining a vision and setting clear goals.

(07:37) Understanding yourself as your greatest asset: Financial, emotional, intellectual, and spiritual capital.

(09:28) How to pass on wealth and values to the next generation: Dave’s example with his daughter’s investment strategy.

(12:20) Where to focus investments: Real estate, private credit, and energy.

(15:21) Dave’s virtual family office and its impact on creating long-term wealth.

(16:05) The oil and gas investment model, its risks, rewards, and tax benefits.

(19:28) Managing oil price volatility and utilizing tax offsets in the energy sector.

(26:59) The importance of creating a wealth management dream team, including advisors, tax planners, and asset protection specialists.

(27:27) Lightning round questions: Leadership principles, investment recommendations, and more.

(32:13) Dave's philosophy on leadership and the importance of leading by example.

(35:14) The concept of stewardship versus ownership and how Dave practices it in his personal and professional life.


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🔗 Connect with Dave Wolcott
Website: https://pantheoninvest.com/
LinkedIn:   / dave-wolcott-863306  


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