How Entrepreneurs Can Build Wealth Beyond Their Business

The Liquid Lunch Project

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How Entrepreneurs Can Build Wealth Beyond Their Business

The Liquid Lunch Project Podcast | Episode 194

Matt and Luigi

Jan 27, 2025

Transcript

Are you running your business, or is your business running you? Learn how the ultra-wealthy build multi-generational wealth—and why you can too.

In this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca sit down with Dave Wolcott, founder of Pantheon Investments and author of The Holistic Wealth Strategy. Dave shares his journey from Marine Corps veteran to financial pioneer and offers a comprehensive playbook for small business owners to build wealth like the top 1%.

Learn about alternative investments, tax-saving strategies, and the mindset shifts entrepreneurs need to create true financial freedom.

Episode Highlights:

Dave’s journey from a middle-class upbringing to founding Pantheon Investments.
How triplets inspired a quest to rethink traditional financial advice.
Why small business owners should prioritize tax efficiency and diversification.
The power of oil and gas investments, infinite banking, and real estate syndications.
How Pantheon’s Virtual Family Office helps entrepreneurs simplify and scale their wealth strategy.
The launch of WealthOS: An operating system for managing your wealth like a pro.

Who is Dave?

Dave Wolcott is the founder of Pantheon Investments, a firm dedicated to helping entrepreneurs and small business owners achieve financial freedom through alternative investment strategies. A Marine Corps veteran and seasoned entrepreneur, Dave is passionate about empowering others with the tools and frameworks to grow and sustain wealth.

Favorite Quote:

“It all starts with mindset. Money is just energy, and it’s all about creating freedom in our lives.”
- Dave Wolcott

Don’t just dream about financial freedom—start building it. Tune in now and download your FREE copy of The Holistic Wealth Strategy at holisticwealthstrategy.com.

Connect with Dave:

➡️holisticwealthstrategy.com
➡️https://www.linkedin.com/in/dave-wolcott-863306
➡️https://www.facebook.com/PantheonInvest/
➡️https://www.instagram.com/pantheoninvest/
➡️https://mobile.twitter.com/pantheon_invest
➡️https://www.linkedin.com/company/pantheon-invest
➡️https://www.youtube.com/@pantheoninvestments

The Liquid Lunch Project

After decades of experience on Wall Street, in finance and building teams of all sizes in multiple industries, Matthew Meehan and Luigi Rosabianca have a world-class understanding of what it takes to scale (and fund) a successful business. They are here to share a No-BS approach to what is involved in growing an empire.

A note before you go any further: This show is only for those who want to grow.

Every episode of this podcast is going to lay out actionable advice for business owners and entrepreneurs who want to grow their business. We have fun here - but the fact remains that everything you want is on the other side of something difficult. This show will help you get to that other side.

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