January 16, 2024

SERIES HIGHLIGHT: How to Infuse Insights From The Wealthiest One Percent - Dave Wolcott

Living the Four Freedoms sets you free. If you’re not familiar with them then get ready On today’s SERIES HIGHLIGHT episode of @The Going Long Podcast Family is going to learn a lot from @Dave Wolcott, CEO of Pantheon Investments. Not only does he talk the talk, he walks the walk. Working with and advising high net worth individuals comes as second nature to him. Get out your pen and paper for this conversation because it’s full of golden nuggets.
Billy Keels
CEO and Founder FGCP

Subscribe to the podcast

Going Long Podcast DERIES HIGHLIGHT Episode 386: How to Infuse Insights From The Wealthiest One Percent

( To see the Video Version of today’s conversation just CLICK HERE. )

In the conversation with today’s guest, Dave Wolcott you’ll learn the following:


  • [00:38 - 03:25] Show introduction with comments from Billy.
  • [03:25 - 07:41] Guest introduction and first questions.
  • [07:41 - 12:08] The backstory and decisions made that led Dave to this point in his journey.
  • [12:08 - 20:54] What gave Dave the strength to decide to not be bound by geography in terms of the locations where he made Real Asset investments, but to invest long distance and out of State rather than sticking to the local market. 
  • [20:54 - 30:29] Dave shares the key insights and backstory behind his book, The Holistic Wealth Strategy. 
  • [30:29 - 36:51] How you can get into the right mindset and make a start on your path towards attaining the rewards that will come from following Dave’s wealth strategy. 
  • [36:51 - 51:00] The tax benefits of investing in the Energy space. 

Here’s what Dave shared with us during today’s conversation: 


  • Where in the world Dave is based currently: Sarasota, Florida.
  • The most positive thing to happen in the past 24 hours: Dave is celebrating the 25th wedding anniversary with his wife!
  • Favourite city in Europe: Alassio, Italy.
  • A mistake that Michael would like you to learn from so that you don’t have to pay full price: Make sure you have a Growth Mindset from the start, be open to new alternatives and don’t assume that someone is more of an expert just because their title says so! 
  • Book Recommendations: Rich Dad’s Cashflow Quadrant, by Robert Kiyosaki. https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054 


Be sure to reach out and connect with Dave Wolcott by using the info below:  



To see the Video Version of today’s conversation just CLICK HERE.


How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI  


Start taking action TODAY so that you can gain more Education and Control over your financial life.


Be sure to connect with Billy!  He’s made it easy for you to do…Just go to any of these sites:



Episode Transcript

Billy Keels
Founder & CEO of FGCP
Billy is on a mission to share a roadmap and opportunities with other extremely busy, high-paid professionals on how to find financial freedom through investments. Listen in to learn how!
Guest speaker
Dave Wolcott

Interested in learning more about how investing can lead to more financial freedom?

Subscribe to gain access to investment opportunities at FGCP.