The Ownership Advantage™ is the go-to podcast for business owners and entrepreneurs who want to move beyond just making money and start building lasting wealth. Hosted by Tanner O’Brien, this show breaks down the strategies, systems, and mindset shifts required to transform your business from an income source into a true asset—one that works for you, not the other way around.
Each episode dives into practical insights on scaling, exiting, and reinvesting profits to create generational wealth. Whether you’re looking to remove yourself from daily operations, increase your business’s valuation, or start acquiring assets beyond your company, this is where you get the real playbook.
Welcome to The Ownership Advantage™—where business isn’t just a job, it’s your greatest wealth-building tool.
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The Ownership Advantage™ is the go-to podcast for business owners and entrepreneurs who want to move beyond just making money and start building lasting wealth. Hosted by Tanner O’Brien, this show breaks down the strategies, systems, and mindset shifts required to transform your business from an income source into a true asset—one that works for you, not the other way around.
Each episode dives into practical insights on scaling, exiting, and reinvesting profits to create generational wealth. Whether you’re looking to remove yourself from daily operations, increase your business’s valuation, or start acquiring assets beyond your company, this is where you get the real playbook.
Welcome to The Ownership Advantage™—where business isn’t just a job, it’s your greatest wealth-building tool.
Mastering Wealth: Holistic Strategies and Infinite Banking Explained by Guest Dave Wolcott
The Ownership Advantage w/Tanner O’Brien
46 minutes
1 month ago
Mastering Wealth: Holistic Strategies and Infinite Banking Explained by Guest Dave Wolcott
Welcome to The Ownership Advantage! In this episode, host Tanner sits down with Dave Wolcott—former Marine, serial entrepreneur, founder of Pantheon Investments, and author of The Holistic Wealth Strategy—to uncover the secrets the ultra-wealthy use to build generational wealth and true freedom.
Dave shares his personal journey from the Marine Corps to raising a family of four (including triplets!), and how that experience set him on a mission to master wealth creation. He reveals why traditional financial planning won’t get you where you want to go, and instead, introduces his five-phase holistic wealth strategy that prioritizes freedom—not just financial, but also of time, purpose, and relationships.
Listeners will hear real-life examples, including how Dave guided his own children along a path to financial freedom, and actionable insights into advanced wealth-building strategies like infinite banking and investing in private assets. Dave also discusses the importance of mindset, the power of mastermind communities, and why investing in yourself is the single most valuable thing you can do.
Whether you’re an entrepreneur looking to level up your wealth or simply curious about how to take control of your financial future, this episode is packed with wisdom and practical advice you won’t want to miss. Let’s dive in!
00:00 ”Holistic Wealth Strategies Unveiled”
03:51 From Marine Corps to Fatherhood
08:07 Entrepreneurship for Financial Freedom
11:44 Family: The Ultimate Investment
14:53 Infinite Banking Strategy for Families
20:26 Comprehensive Wealth-Building Strategy
23:25 ”Vision Clarity: Personal and Business”
25:57 Holistic Wealth Beyond Finances
29:14 ”You Are Your Greatest Asset”
32:34 ”Be Do Have Framework”
34:58 ”Investment & Growth Strategies Hub”
37:56 ”Planning for Wealth Creation”
42:28 Kolbe Test: Unlocking Instinctual Abilities
45:38 ”Grateful for Valuable Insights”
The Ownership Advantage w/Tanner O’Brien
The Ownership Advantage™ is the go-to podcast for business owners and entrepreneurs who want to move beyond just making money and start building lasting wealth. Hosted by Tanner O’Brien, this show breaks down the strategies, systems, and mindset shifts required to transform your business from an income source into a true asset—one that works for you, not the other way around.
Each episode dives into practical insights on scaling, exiting, and reinvesting profits to create generational wealth. Whether you’re looking to remove yourself from daily operations, increase your business’s valuation, or start acquiring assets beyond your company, this is where you get the real playbook.
Welcome to The Ownership Advantage™—where business isn’t just a job, it’s your greatest wealth-building tool.
