In this episode of the Wealth Strategy Secrets of the Ultra Wealthy Podcast, I had the pleasure of sitting down with Tom Wheelwright, a true authority in the realm of wealth and tax strategy. Tom is a CPA, the Founder and CEO of WealthAbility based in Tempe, Arizona, and the best-selling author of *Tax-Free Wealth*.

With a unique talent for making taxes fun, easy, and understandable, Tom has carved out a niche as one of the leading wealth and tax experts globally. Tom's approach is both practical and strategic, offering listeners actionable steps they can implement to optimize their tax situation and accelerate their wealth-building journey.

Throughout our conversation, Tom shared invaluable insights on how entrepreneurs and investors can build wealth by strategically and permanently reducing their tax liabilities. His work has been featured in prominent media outlets such as The Wall Street Journal, Washington Post, Forbes, FOX & Friends, and NPR, to name just a few.

As a Rich Dad Advisor to Robert Kiyosaki, author of *Rich Dad Poor Dad*, Tom brings a wealth of knowledge and experience, frequently speaking at conferences worldwide on these critical topics. Whether you're an entrepreneur looking to maximize your financial potential or an investor aiming to protect and grow your assets, this episode is packed with essential information that can help you achieve your financial goals. Tune in to learn from one of the best in the business.

In this episode, we talked about:

1. Strategies for achieving long-term wealth through effective tax planning

2. Preparing for potential tax law changes and how to stay ahead

3. Ensuring your wealth is protected and grows through smart tax planning

4. Practical methods for permanently lowering your tax liabilities

Click here to learn more: https://pantheoninvest.com/episode134/

In this episode, we have Kevin Anderson, the co-founder and Managing Partner of GrowAbility Equity. Kevin brings over three decades of business acumen and entrepreneurial experience to the table, with a deep expertise in real estate investing that dates back to 2005.

His journey started with single-family rentals and flips, eventually transitioning into both active and passive multifamily investing. Kevin's portfolio is impressive, spanning various asset classes, including self-storage, hotels, ATMs, oil and gas, and small business lending.

During our conversation, Kevin shared insights from his extensive experience in both the corporate world and the entrepreneurial space. His strategic mindset has been instrumental in his ability to navigate and thrive in the complex world of private equity.

This episode is a must-listen for anyone looking to break free from traditional investment models and explore new avenues for wealth creation. Kevin's story is not just about financial success; it's about leveraging expertise, making informed decisions, and building a legacy. Tune in to learn more about how Kevin is empowering investors to take control of their financial futures.

In this episode, we talked about:

1. Kevin’s background and over three decades of business and entrepreneurial experience

2. Strategies and lessons learned from managing teams and driving success in various industries

3. The importance of mindset and informed decision-making in building and maintaining wealth

4. His success and growth trajectory in real estate and private equity and personal insights in growing and wealth preservation

Click here to read more: https://pantheoninvest.com/episode133

In this episode, I had the pleasure of having Justin Donald, a renowned expert in lifestyle investing and a true embodiment of entrepreneurial success. Justin shared his incredible journey of multiplying his net worth to eight figures in under two years through strategic relationships and savvy investing.

Justin’s first significant step towards this goal was investing in a mobile home park, which within 21 months, generated enough passive income for him and his wife to leave their jobs. His investment acumen didn’t stop there; he has since negotiated deals with over 100 companies.

He shares insights into his investment strategies, including negotiating deals with over 100 companies, such as Orangetheory, and founding Stellar, a residential maintenance and rehab company that recently secured funding from S3 Ventures.

Justin’s dedication to helping others achieve financial freedom is evident throughout the episode, making it a must-listen for anyone seeking to break free from the traditional work-for-pay model and build lasting wealth.

Tune in to learn from Justin’s remarkable journey and discover how you too can break free from trading time for money and start building your own path to wealth and freedom.

In this episode, we talked about:

1. The pivotal first investment in a mobile home park and generating enough passive income to leave traditional jobs within 21 months

2. Strategies for creating wealth without being tied to a conventional job

3. His personal investment thesis and insights about alternative investment

4. The importance of mentorship and community

Click here to learn more: https://pantheoninvest.com/episode132