DiscoverInside Personal Growth with Greg VoisenPodcast 1269: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life
Podcast 1269: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life

Podcast 1269: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life

Update: 2025-10-24
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In this episode of Inside Personal Growth, host Greg Voisen speaks with Dave Wolcott, former Marine Corps Captain, serial entrepreneur, and author of The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life.

Dave shares how his journey—from serving in the Marines to becoming a father of triplets—sparked his mission to challenge Wall Street’s traditional wealth paradigm. Through decades of experience and investing in real assets, Dave has developed a holistic approach to wealth, focusing on not just financial capital but also intellectual, emotional, spiritual, and physical capital.

Listeners will discover how to reclaim control of their finances, diversify through alternative investments, reduce tax burdens, and build true freedom through what Dave calls the four pillars of wealth: money, purpose, time, and relationships.

This conversation goes beyond money—it’s about designing a life of abundance, purpose, and legacy.

🎧 What Listeners Will Learn:
-How to build holistic wealth by balancing financial, spiritual, emotional, and intellectual capital.
-Why the conventional “Wall Street path” limits long-term freedom and how to break free from it.
-The three major wealth disruptors—Wall Street, taxes, and government-qualified plans—and how to overcome them.
-Actionable ways to start investing in real assets and alternative strategies for true financial independence.
-How to align purpose, relationships, and time with your financial goals to live an extraordinary life.

Our Guest, Dave Wolcott:
➥ Book: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life
➥ Buy Now: https://a.co/d/19EAO32
➥https://pantheoninvest.com/
➥Pantheon Wealth OS: https://www.pantheonwealthos.com/
➥Holistic Wealth Strategy (Free Copy): https://holisticwealthstrategy.com/
➡️LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/

Learn more about your Inside Personal Growth host, Greg Voisen:
➥ https://gregvoisen.com
➡️Instagram: https://www.instagram.com/insidepersonalgrowth/
➡️Facebook: https://www.facebook.com/InsidePersonalGrowth/
➡️LinkedIn: https://www.linkedin.com/in/gregvoisen/
➡️Twitter/ X: https://twitter.com/lvoisen/
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Podcast 1269: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life

Podcast 1269: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life

Greg Voisen