Today we have an extraordinary guest joining us, Krisstina Wise. Krisstina is a multimillion-dollar entrepreneur and a thought-leader in redefining the concept of wealth. With a journey that began in a challenging upbringing, Krisstina's story is one of resilience, growth, and profound transformation.

Krisstina started life in a trailer park with alcoholic parents, but she dreamed of a different future and worked tirelessly to achieve financial success. She made her mark in real estate, becoming a top agent and accumulating significant income. Despite this success, Krisstina faced a life-altering event that reshaped her approach to wealth.

In this enlightening episode, Krisstina shares her personal and professional journey that led to her redefining wealth beyond mere financial metrics. In 2013, a health crisis prompted her to reevaluate her values and life purpose, leading her to focus on meaningful and fulfilling wealth rather than external validation.

A key aspect of Krisstina's message is the importance of self-awareness and clarity in aligning life's journey with personal values. She discusses how unresolved childhood traumas can affect financial behaviors and the significance of moving from a mindset of accumulation to one of distribution and giving.

One of the highlights is Krisstina's "DASH Method" for financial planning, offering a practical blueprint for achieving financial sovereignty.

In this episode, we discuss:

1. Krisstina's journey from a challenging upbringing to financial success

2. The DASH Method for financial planning

3. The transition from wealth accumulation to distribution and giving

4. The importance of self-awareness and clarity in financial and personal fulfillment

Learn more: https://pantheoninvest.com/episode144

Today we have an enlightening episode featuring Sachin Patel, a visionary in the functional medicine space. In this episode, they delve into a fascinating discussion that challenges traditional healthcare models and advocates for a patient-centered, proactive approach to health.

Dave and Sachin aren't just talking about staying healthy—they're diving deep into actionable strategies that can help you transform your life. Sachin shares the principles of functional medicine with real-world applications and success stories, stressing the importance of metabolic health and how only 7% of the U.S. population meets the criteria for being metabolically healthy.

This episode is brimming with vital information, from breathwork techniques that can help shift your state from stress to relaxation, to the transformative power of spending more time outdoors. With their combined knowledge, Dave and Sachin present a compelling case for taking control of your health destiny through preventative and data-driven approaches.

In this compelling episode, we talked about:

1. The transformative benefits of breath work and specific techniques like the 4-7-8 method

2. Why functional medicine is crucial for identifying and addressing potential health issues before they become severe

3. The significance of proactive health management akin to financial planning

4. The enormous health benefits of spending more time outdoors and aligning with natural circadian rhythms

Tune in for an episode that could very well change how you approach your health and wellness.

Click here to learn more: https://pantheoninvest.com/episode143

Today, we have Mark Perlberg, a CPA, Certified Tax Planner and founder of a Prosper CPA joining us to delve into the intricacies of leveraging tax strategies for growing and safeguarding wealth. Mark is a seasoned tax strategist with unparalleled expertise in helping high-income individuals and business owners maximize their tax savings and investment returns.

In this episode, Mark unpacks a variety of sophisticated tax strategies that go beyond the standard deductions. With a focus on proactive tax planning, he illustrates how understanding and implementing advanced tactics can substantially minimize tax liabilities and unlock additional capital for reinvestment.

Mark emphasizes the rarity of proactive planners in the CPA world, noting that less than 5% of CPAs engage in such forward-thinking strategies. He shares his wealth of knowledge on how strategic tax planning can become an invaluable investment, yielding returns that far exceed traditional investments by potentially 5 to 10 times.

Listeners will learn how to optimize their tax outcomes by aligning losses and income strategically, and hear captivating case studies illustrating real-world applications of these strategies, including a remarkable scenario where taxes on a $16 million transaction were eliminated.

Join us as Mark Perlberg provides actionable insights that can transform your approach to tax planning and wealth growth.

In this episode, we discuss:

1. Charitable tax deductions and solar tax strategies

2. Effective planning and timing for tax efficiency

3. Evaluating investments based on tax benefits and returns

4. The impact of proper tax planning on long-term wealth building

Click here to learn more: https://pantheoninvest.com/episode141