Pantheon Investments

Pantheon Investments Helping entrepreneurs and investors 10X their wealth leveraging the holistic wealth strategy 5342 Clark Rd # 1075
Sarasota, FL 34233

Listen to the full episode here: https://pantheoninvest.com/episode238🔥 Most people treat taxes as a bill to pay after t...
09/02/2026

Listen to the full episode here: https://pantheoninvest.com/episode238

🔥 Most people treat taxes as a bill to pay after the year is over. But for entrepreneurs and investors, proactive tax planning can be just as important as the investments themselves.

👉 In this episode, Dave Wolcott sits down with Stephen Hall of Robert Hall & Associates to explore the difference between tax preparation and true tax planning. They discuss business exits, real estate depreciation, oil and gas, charitable strategies, Roth conversions, geographic tax considerations, and why your tax strategy should be designed before—not after—you make major financial decisions.

👀Watch this episode on YouTube here:
https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ

👉 Visit www.pantheoninvest.com to find more insightful information and powerful investing tools!

09/01/2026

Strategic philanthropy is about more than giving—it’s about creating meaningful impact while building a legacy that reflects your values.

Dave Wolcott and Phoenix Hafen share how to make giving more intentional.

🎧 Listen now: https://pantheoninvest.com/episode237

08/31/2026

Giving with intention starts by asking a better question: What impact do you actually want to create?

Dave Wolcott and Phoenix Hafen unpack how to align philanthropy with your wealth, values, and long-term legacy.

🎧 Listen now: https://pantheoninvest.com/episode237

Writing a check may be one of the least strategic ways to give.Phoenix Hafen joins Dave Wolcott to explain how appreciat...
08/31/2026

Writing a check may be one of the least strategic ways to give.

Phoenix Hafen joins Dave Wolcott to explain how appreciated assets can create a more intentional approach to philanthropy.

🎧 Listen now: https://pantheoninvest.com/episode237

08/29/2026

What causes truly matter to you—and what change do you want to create?

Phoenix Hafen joins Dave Wolcott to discuss turning charitable giving into an intentional philanthropic strategy.

🎧 Listen now: https://pantheoninvest.com/episode237

08/28/2026

Your legacy isn’t just about the wealth you leave behind. It’s also about the values you pass to the next generation.

Dave Wolcott and Phoenix Hafen explore how strategic philanthropy can help families create meaningful impact.

🎧 Listen now: https://pantheoninvest.com/episode237

Giving more intentionally can do more than support the causes you care about—it can become part of your wealth and legac...
08/28/2026

Giving more intentionally can do more than support the causes you care about—it can become part of your wealth and legacy strategy.

Dave Wolcott and Phoenix Hafen explore strategic philanthropy, donor-advised funds, and smarter ways to give.

🎧 Listen now: https://pantheoninvest.com/episode237

08/27/2026

What if you could separate when you receive a charitable deduction from when you actually give to a nonprofit?

Phoenix Hafen breaks down how donor-advised funds can help.

🎧 https://pantheoninvest.com/episode237

Listen to the full episode here: https://pantheoninvest.com/episode237🔥 Writing a check to charity may actually be one o...
08/26/2026

Listen to the full episode here: https://pantheoninvest.com/episode237

🔥 Writing a check to charity may actually be one of the least tax-efficient ways to give.

👉 In this episode, Dave Wolcott sits down with Phoenix Hafen of UI Charitable to explore how strategic philanthropy can help entrepreneurs and investors support causes they care about while making their overall wealth strategy more tax-efficient. They break down donor-advised funds, appreciated asset donations, liquidity-event planning, and how philanthropy can become a powerful tool for building a multigenerational legacy.

👀Watch this episode on YouTube here:
https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ

👉 Visit www.pantheoninvest.com to find more insightful information and powerful investing tools!

08/25/2026

Stop thinking about legacy as something you leave behind. Start thinking about how you can live it today.

Dave Wolcott and MC Laubscher discuss family values, wealth, purpose, and building something meaningful across generations.

🎧 Listen here: https://pantheoninvest.com/episode236

Address

5342 Clark Road # 1075
Sarasota, FL
34233

Telephone

+19412370735

Website

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