Wealth Strategy Deep Dives | Episode 3: Portfolio Allocations of Ultra Wealthy

Welcome back to Wealth Strategy Deep Dives—your shortcut to building real, lasting wealth. In this episode, I break down the cash flow strategy used by the ultra-wealthy to scale capital, protect their assets, and generate tax-efficient passive income.

We start with the most powerful source of capital—you. Whether you’re a business owner or a W2 earner, your income is the launchpad. But instead of spending it, the wealthy channel it into tangible assets like real estate and energy, stack strategies like infinite banking, and create a rinse-and-repeat wealth engine that multiplies over time. I walk you through the step-by-step cycle that turns earned income into legacy wealth—and how to start doing it yourself.

📘 Grab your free copy of the book: www.holisticwealthstrategy.com
🎥 Watch the episode with visuals: Pantheon Invest YouTube

Let’s move from active earning to passive scaling—and unlock the true strategy behind financial freedom.