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Creating and Sustaining Wealth: Innovative Strategies for Lasting Impact

Creating and Sustaining Wealth: Innovative Strategies for Lasting Impact

Released Wednesday, 3rd July 2024
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Creating and Sustaining Wealth: Innovative Strategies for Lasting Impact

Creating and Sustaining Wealth: Innovative Strategies for Lasting Impact

Creating and Sustaining Wealth: Innovative Strategies for Lasting Impact

Creating and Sustaining Wealth: Innovative Strategies for Lasting Impact

Wednesday, 3rd July 2024
Good episode? Give it some love!
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In the latest episode of Wealth Strategy Secrets of the Ultra Wealthy, I had the privilege of hosting Jan Petke, founder and managing partner of C100Global. Jan brings a wealth of experience and a unique perspective on managing and preserving significant wealth.

As the leader of a UNHWI CentiMillionaire Peer Advisory Board, Jan is dedicated to guiding wealth creators and their families through the intricate challenges that come with substantial financial success.

In our discussion, Jan shared his philosophy that "The goal isn’t to live forever—the goal is to produce something that will!" This mindset encapsulates his approach to wealth management, emphasizing the importance of creating lasting legacies and impactful contributions.

Jan's insights are invaluable for anyone looking to navigate the multifaceted world of wealth, and this episode is packed with strategies and wisdom that can benefit both current and future wealth stewards.

In this episode, we talked about:

  1. Jan's background and career journey

  2. Founding and managing C100Global, a UNHWI CentiMillionaire Peer Advisory Board

  3. Importance of legacy planning in wealth management and encouragement for wealth creators to focus on legacy and impact

  4. Actionable strategies for managing and preserving significant wealth

 

Click here to connect with Jan:

Youtube: https://www.youtube.com/channel/UCNk5HPln1YqPC8Y0qqYSGEg

Linkedin: ​https://www.linkedin.com/in/janpetke/?originalSubdomain=de 

Instagram: https://www.instagram.com/jan_petke/?locale=en_gb 

Twitter: https://x.com/janpetke?lang=en 

Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  

Website: www.pantheoninvest.com  

Podcast: www.pantheoninvest.com/podcast  

Facebook: https://www.facebook.com/PantheonInvest  

Instagram: www.instagram.com/pantheoninvest  

LinkedIn: https://www.linkedin.com/company/pantheon-invest  

Twitter: https://twitter.com/Pantheon_Invest   

Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  

Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  

Email: info@pantheoninvest.com    

Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

 

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From The Podcast

Wealth Strategy Secrets of the Ultra Wealthy Podcast

Welcome to "Wealth Strategy Secrets of the Ultra Wealthy," a masterclass in wealth creation, preservation, and legacy building, hosted by renowned wealth strategist Dave Wolcott. This podcast dives deep into the lesser-known, often secretive strategies that the ultra-wealthy use to amass and protect their fortunes.Each week, join Dave, a seasoned expert in wealth management, as he unveils the complex world of high finance, investments, tax strategies, and estate planning. Dave brings his decades of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success.In "Wealth Strategy Secrets of the Ultra Wealthy," you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth.Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone.Tune in to "Wealth Strategy Secrets of the Ultra Wealthy" and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey!

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