Shows
Beyond Fulfillment PodcastFrom Marine Corps to Multi-Exit Entrepreneur: Tactical Business Lessons with Dave WolcottIn this episode, Dave sits down with Dave Wolcott, founder of Pantheon Investments and former Marine Corps officer, to explore his real-life journey from military service to successful entrepreneur. If you’re a small business owner, startup founder, or entrepreneur looking for practical strategies to build wealth, create financial security, and scale your business, you don’t want to miss this conversation.Dave Wolcott shares his honest backstory, discussing lessons learned in leadership, resilience, and teamwork during his time in the Marines, and how those skills shaped the way he built and scaled his tech consulting company. He d...
2026-02-1219 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastTax Strategies the Ultra Wealthy Use to Accelerate WealthToday's episode features a powerhouse guest, Justin Maxwell, whose approach to wealth goes far beyond simply saving on taxes. Justin Maxwell is an entrepreneur and tax strategist who, after starting his career as a schoolteacher, discovered a passion for solving one of the biggest problems facing high earners: why do so many successful people overpay the IRS simply due to lack of proactive planning? Today, he's co-owner of a specialized accounting firm focused on helping entrepreneurs and investors use the tax code as a tool to exponentially accelerate their wealth. Dave Wolcott, our host and author of "...
2026-02-1153 min
The Wealth FlowEP199: The Holistic Wealth Strategy High-Income Earners Actually Use - Dave WolcottIf the traditional financial plan worked, most people wouldn't feel stuck trading time for money. In this episode, Dave Wolcott shares how becoming a father to triplets pushed him to question Wall Street advice and design a holistic wealth strategy built on cash flow, tax efficiency, and control. Listen now to learn how sophisticated investors structure freedom outside the stock market. Key Takeaways To Listen For The critical difference between active investing and truly passive wealth Why investors almost always move from active deals to syndications How niche real estate operators outperform broad market s...
2026-02-0449 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWealth Strategies 2026: Multifamily Market Insights, Fed Moves, and Emerging Investment HotspotsToday, we're delighted to welcome back Neal Bawa, a recognized expert in data-driven real estate investing. Neal is widely known for cutting through market hype and using objective data to guide his macroeconomic outlooks and investment strategies. His background in computer science and passion for data science brings a refreshing perspective to an industry often influenced by speculation and headlines. On this episode of Wealth Strategy Secrets of the Ultra Wealthy, host Dave Wolcott teams up with Neal to kick off 2026 with clarity and deep market insight. Neal shares his crystal ball predictions, taking listeners beyond mainstream...
2026-02-0446 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFamily Banking: The Wealth Strategy of Family OfficesIn this episode of Wealth Strategy Deep Dives, Dave Wolcott is joined by MC Laubscher for a powerful conversation on why true wealth is built through intentional structure, not just investments. MC explains how financial freedom unlocks the ability to dream bigger, help others, and build lasting impact—connecting the three pillars that society struggles with most: health, family, and money. The discussion highlights a major shift happening today: many people have stopped dreaming, and rebuilding that vision begins with creating stability across these foundational areas. MC dives deep into one of the most important strategies used by...
2026-01-3016 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Collapse to Cash Confidence: Damion Lupo's Wealth Wisdom and Fulfillment Beyond Net WorthToday we're joined by an exceptional guest, Damion Lupo, a lifelong entrepreneur and founder of EQRP, one of the leading platforms for self-directed retirement accounts. Damion Lupo's journey is nothing short of inspiring—after building a multi-million dollar real estate portfolio, he endured a dramatic collapse in 2008, losing $25 million and finding himself homeless. That moment became the catalyst for radical transformation, shifting his focus from just wealth accumulation to helping others achieve true financial freedom. Hosted by Dave Wolcott, author of "The Holistic Wealth Strategy," this episode takes listeners beyond the numbers game of wealth. Together, Dave Wo...
2026-01-2841 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Hidden Psychology Behind Wealth CreationIn this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott dives into one of the most overlooked drivers of financial success: your money story. Dave explains why wealth creation isn't determined by how hard you work, how smart you are, or even what product or service you offer—but by the emotions, beliefs, and subconscious patterns you attach to money. These deeply rooted narratives shape how much you believe you're worth, how comfortable you are charging for value, and whether you operate from scarcity or abundance. Dave introduces the concept of five money personalities, helping li...
2026-01-2305 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastPassive Income Strategies: How to Profit from Distressed Mortgage DebtToday's episode features an exceptional guest, Scott Carson—better known as "The Note Guy"—who has been at the forefront of note investing for nearly two decades. With a background in finance as a top mortgage banker and a successful transition into note investing, Scott Carson has built a reputation for turning distressed mortgage debt into powerful wealth-building opportunities. Having purchased and managed over a billion dollars in debt across residential and commercial properties, Scott's expertise provides unique insider access to a strategy favored by high-net-worth investors but still under the radar for many. In this episode, Dave...
2026-01-2138 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Vision to Passive Income: The Ultra-Wealth PlaybookIn this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott joins Mike Zlotnik for a deep dive into the Holistic Wealth Strategy—a comprehensive framework designed for entrepreneurs and investors who want to move beyond traditional financial advice. Dave explains why true wealth creation starts with a clear vision statement and a growth mindset, then walks through the foundational phases of increasing your financial, health, mindset, and relationship IQ. He challenges conventional middle-class strategies and highlights why lifelong learning, proactive thinking, and intentional design are critical to building lasting wealth. Dave also breaks down the ad...
2026-01-1614 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWhy Diversification Is a Dangerous MythIn this episode of Wealth Strategy Deep Dives, Dave Wolcott challenges one of the most widely accepted beliefs in investing: diversification as Wall Street teaches it. Dave explains why owning dozens—or even hundreds—of stocks doesn't actually reduce risk, and how traditional portfolios remain dangerously exposed to the same systemic forces, from central bank policy to market sentiment and geopolitical shocks. When markets correct, correlations converge, revealing that most investors aren't diversified at all—they're simply concentrated in a single financial system. Dave breaks down three core myths: that more stocks equal less risk, that traditional asset...
2026-01-1604 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWealth Preservation Strategies Amid Currency Debasement: Gold, Silver, and the Global Financial ResetToday we have an incredibly timely and insightful episode featuring David Morgan, a renowned expert in precious metals and monetary history. With a career spanning decades, David Morgan brings unique depth to our understanding of wealth preservation and strategic investing—especially in turbulent economic times. Joining our host Dave Wolcott, David Morgan shares his remarkable journey that began with a childhood fascination for coins, leading him to become one of the go-to authorities on gold and silver's pivotal role in modern portfolios. As we kick off 2026 amidst ongoing currency debasement, global instability, and record money printing, this co...
2026-01-1443 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastBest of 2025: Tax Strategies, Financial Education, and Mindset Shifts for Lifelong Financial FreedomToday's episode is packed with powerful insights as we welcome a distinguished panel of guests, including Stephen Hall, Sharon Lechter, Ani Manian, and Aaron Hofrichter, alongside your host, Dave Wolcott. Together, they bring a wealth of experience in tax strategy, wealth acceleration, financial education, and the mindset required for lasting prosperity. We kick things off with Stephen Hall, a second-generation tax expert from Robert Hall and Associates, who breaks down the crucial differences between tax planning and tax preparation, and shares actionable tips for structuring your investments to minimize your tax burden. Next, Sharon Lechter, renowned co-author...
2026-01-0748 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWealth Begins With Self-Awareness with Richard Coyne & Bill ZahllerIn this episode, Dave Wolcott joins the Road Less Travel Show to share the personal journey that shaped his approach to wealth, leadership, and purpose. From growing up in a middle-class household in Connecticut to serving four years in the U.S. Marine Corps, Dave reflects on the lessons of leadership, integrity, and teamwork that stayed with him long after his military service. After transitioning into corporate America, he found himself frustrated by the lack of mission and purpose—until discovering Robert Kiyosaki's Cashflow Quadrant, a moment that fundamentally changed how he viewed business, investing, and financial freedom.
2026-01-0208 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastLiving Your Legacy: Building Connection, Harmony, and Purpose Within Your FamilyToday's episode features an inspiring conversation with Karishma Ismail, an expert in helping high-achieving entrepreneurs and families create meaningful connections and lasting legacies. Joining host Dave Wolcott, Karishma Ismail brings her personal journey as a first-generation immigrant and successful entrepreneur, highlighting the struggles and lessons learned along the way—from witnessing her father's tireless work ethic to navigating her own path through burnout, success, and ultimately, clarity about what matters most. Throughout this episode, Karishma Ismail peels back the layers of what legacy really means, moving beyond dollars in the bank to focus on the importance of fa...
2025-12-3141 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow the Top 1% Actually Build Legacy WealthIn this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott joins Brett Swarts on the Build With The Billions podcast to unpack the mindset and strategies behind true legacy wealth. Dave shares his personal journey—from growing up in a middle-class household and serving as a Marine Corps captain to becoming a father of triplets overnight, a moment that forced him to rethink everything he had been taught about money. When traditional advice like maxing out a 401(k) fell short, Dave embarked on a decades-long mission to study how the top 1% and 0.01% actually build and protect wealth....
2025-12-2606 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastEnergy Investing Strategies: Minerals, Royalties, and Non-Op Interests for Sophisticated InvestorsToday we're bringing you an insightful conversation with Tim Pawul, one of the clearest voices in energy alternative investments. Tim is the founder of a merchant bank specializing in oil and gas mineral rights, royalty interests, and non-operated working interests—a sector most investors have heard of but few truly understand. Based in Houston, Texas, Tim has spent over a decade at the forefront of oil and gas investing, earning a reputation as an expert and thought leader in this space. In this episode, Tim joins Dave Wolcott to demystify how sophisticated investors can harness the powerful re...
2025-12-2457 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastInfinite Banking: The Missing Liquidity Strategy Most Investors IgnoreMost investors believe wealth is built by accumulating assets and waiting until retirement to enjoy them. But the ultra-wealthy play a very different game—one focused on control, liquidity, and velocity of capital. In this Deep Dive, Dave Wolcott breaks down why traditional accumulation strategies often fail high-earning investors and how a more holistic approach to wealth changes everything. Dave explains why over-concentration in real estate can quietly create risk, how Infinite Banking works when structured correctly, and why family offices have used this strategy for decades to improve cash flow, protect capital, and fund future investments wi...
2025-12-1907 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastDeferred Sales Trust Explained Strategies to Defer Taxes and Multiply Passive IncomeToday's episode features a powerhouse in the world of tax strategy and wealth building—Brett Swarts, CEO of Capital Gains Tax Solutions. As one of the nation's leading experts in advanced exit planning, Brett Swarts brings a wealth of knowledge on how entrepreneurs, business owners, and investors can dramatically reduce their tax burden during major liquidity events. If you're tired of feeling like the IRS is your largest beneficiary when selling highly appreciated assets, this episode is a must-listen. With a background in real estate, business brokerage, and a deep understanding of the tax code, Brett Swarts sp...
2025-12-1740 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Middle-Class Mindset to Ultra-Wealth StrategyIn this episode of the Wealth Strategy Deep Dives solo series, Dave Wolcott sits down with Chris Larsen to share the personal turning point that pushed him beyond traditional financial advice and into the world of alternative investing. After serving in the Marine Corps, transitioning into tech, and suddenly becoming a father to triplets, Dave realized that "max out your 401(k)" wasn't a true wealth-building plan. This launched a 20-year journey exploring asset classes like real estate, oil & gas, private credit, and more—ultimately shaping the Holistic Wealth Strategy, a five-phase framework modeled after how the ultra-wealthy think, invest, an...
2025-12-1210 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWealth Beyond Numbers: Holistic Strategies for Fulfillment, Presence, and PurposeToday's episode features a truly transformative conversation with Ani Manian, an entrepreneur, master coach, and the aptly named "Mind Whisperer." Ani brings a unique and profound perspective to the Wealth Strategy Secrets of the Ultra Wealthy podcast, challenging listeners to rethink everything they know about wealth. With a background spanning from working with billionaires to overcoming a childhood marked by extreme scarcity, Ani offers insights that go far beyond dollars and passive income. Host Dave Wolcott welcomes Ani to share his journey and unpack what it really means to be wealthy—shifting the focus away from mere nu...
2025-12-1055 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Investor to Wealth Architect: Your Next LevelIn this episode, Dave Wolcott breaks down the framework inside the Holistic Wealth Strategy and explains why wealth acceleration isn't just about investing—it's about having the right team behind you. Dave shares his early journey as an LP investor across real estate, private credit, energy, and alternative assets, and how two decades of experience led him to build a blueprint inspired by how the top 1% manage wealth. He introduces the 5 phases of the Holistic Wealth Strategy: mindset, financial IQ, building your dream team, asset repositioning, and finally, creating powerful passive income streams. Dave also highlights why mo...
2025-12-0509 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWhy Legacy Wealth Fails and How to Create Lasting Impact for Your FamilyToday, we have a truly inspiring guest joining us, Barry Garapedian. Barry is a 39-year Wall Street veteran and founder of Mag7 Consultants, and he's made it his mission to empower the next generation of leaders. With decades of experience in family governance, coaching heirs, and guiding young minds, Barry has distilled what he calls the "16 attributes of high performance"—essential skills, habits, and values that go far beyond what's taught in schools. Barry's impact reaches deep into the lives of Gen Z and young professionals, helping them build character, confidence, and real-world legacy—not just financial weal...
2025-12-0340 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow the 1% Really Build WealthIn this episode, Dave Wolcott shares the pivotal journey that pushed him beyond traditional financial advice and into the world of alternative investing. From serving in the Marine Corps to suddenly becoming a father of triplets, Dave realized that maxing out retirement accounts wasn't enough to secure his family's future. That moment launched a 20-year pursuit into real estate, private credit, oil and gas, and other non-correlated assets—ultimately shaping the investment thesis behind Pantheon and the Holistic Wealth Strategy. Dave breaks down why active real estate often becomes a second job and why most investors are be...
2025-11-2809 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Million Dollar Decision: Outsmarting Fees and Creating Financial FreedomToday we have a truly insightful guest, Robert Rolih, joining host Dave Wolcott for an episode packed with hard-earned wisdom on building and protecting wealth. Robert Rolih is the international bestselling author of "The Million Dollar Decision," a book that has empowered thousands of investors across 70+ countries to simplify their investing approach, slash risk, and win long-term. Having built his own fortune as an entrepreneur before losing much of it by trusting the wrong financial advisors, Robert Rolih shares his candid journey—from growing up in a small village in Slovenia to discovering the hidden pitfalls that quietly erode in...
2025-11-2636 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Playbook for Financial Freedom: Mindset, Masterminds & Real AssetsIn this dynamic solo episode, Dave Wolcott and Justin Donald dive deep into how investors can move beyond Wall Street's one-dimensional approach to wealth building and adopt the same frameworks used by the ultra-wealthy. Dave shares his personal journey—from being raised on the traditional "go to school, get a job" mindset to discovering the Cashflow Quadrant and building a diversified portfolio across real estate, private equity, oil and gas, and other alternative assets. Alongside Justin, author of The Lifestyle Investor, they unpack the missing blueprint between knowing you can build wealth differently… and actually doing it.
2025-11-2108 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastAirbnb Investing: Data, Cash Flow, and Tax Hacks for Real Estate SuccessToday's episode features an illuminating conversation with John Bianchi, recognized as an Airbnb data savant and former head of data for the largest short-term rental investment fund in the US. Joining host Dave Wolcott , John Bianchi brings his deep expertise in Airbnb investing, data analytics, and business strategy to shed light on the world of short-term rentals. Having managed millions as a financial advisor before pivoting to Airbnb, John Bianchi shares his unique perspective on the differences between traditional financial planning and hands-on real estate investing. He details his personal journey—from opening 15 Airbnbs in Chicago to su...
2025-11-1941 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Hidden Structure of Wealth: Inside the Ultra-Wealthy's Family OfficeIn this Wealth Strategy Deep Dive episode, Dave Wolcott breaks down one of the most powerful yet misunderstood frameworks used by the ultra-wealthy — the family office. While most investors think financial planning is the full picture, true wealth management operates on multiple dimensions: strategic tax planning, estate and asset protection, risk management, investment strategy, and even philanthropy. Dave shares how the elite structure their teams of top-tier advisors to make every decision—from investments to tax planning—work together in harmony. He reveals why most entrepreneurs outgrow their advisors and how creating a "virtual family office" can help y...
2025-11-1405 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow the Ultra Wealthy Build Resilient Portfolios and Embrace Alternative InvestmentsToday's episode features an exceptional guest, Mike Alexander, who brings over two decades of deep expertise in family offices, institutional investing, and alternative assets. Recently joining the Pantheon team as Director of Alternative Investments Portfolio and Capital Markets, Mike Alexander offers a rare, insider's perspective on how the ultra-wealthy strategically build and protect wealth. Host Dave Wolcott invites listeners to take a behind-the-scenes look at what truly drives effective asset allocation—and how individual investors can leverage these same principles to accelerate their own wealth journey. Throughout the episode, Mike Alexander shares his origin story in the in...
2025-11-1233 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastDesigning Your Future: Creating a Vivid Vision for 2025In this transformative solo episode, Dave Wolcott explores one of the most overlooked foundations of wealth creation — vision. Joined by visionary strategist Jennifer Hudye, founder of Vision Driven and partner of Cameron Herold (author of Vivid Vision), this conversation dives deep into how top entrepreneurs clarify, articulate, and live out their three-year vision for both business and life. Jennifer shares her own powerful story — from hitting career milestones like working with Tony Robbins to realizing success without clarity feels empty. Through her journey, she discovered that true fulfillment and momentum come not from chasing goals but from desi...
2025-11-0707 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Truth About Cash Flow, Tax Strategies, and Risk in Alternative InvestmentsToday's episode features a dynamic conversation with Spencer Hilligoss, Founder of Madison Investing, and your host, Dave Wolcott—serial entrepreneur and author of the bestselling book "The Holistic Wealth Strategy." Spencer brings a wealth of experience as both a technologist and seasoned real estate investor, having gone full cycle on over 20 private real estate deals across asset classes like multifamily, self-storage, and medical office. Together, Spencer and Dave help investors cut through the market noise and navigate the complexities of alternative investments. In this educational and insightful discussion, Spencer and Dave candidly share their personal inv...
2025-11-0544 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastUnderstanding the K-1: The Tax Advantage the Ultra-Wealthy Never MissWelcome back to Wealth Strategy Secrets of the Ultra Wealthy! I'm your host, Dave Wolcott, and in this solo Wealth Strategy Deep Dive, we're unpacking one of the most misunderstood yet powerful tools in alternative investing — the K-1. If you've ever invested in a real estate syndication, private equity deal, or energy partnership, chances are you've heard, "Don't forget your K-1." But what exactly is it, and why does it matter? In this episode, Dave breaks down how the IRS Schedule K-1 works, why it's essential for investors in pass-through entities, and how it delivers one of th...
2025-10-3103 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastAlternative Investments Explained: Building Wealth Outside of Wall StreetIn today's episode, we're joined by Vicky for a special solo series focused on wealth strategy secrets of the ultra-wealthy. Vicky dives into the lesser-known approaches that set high-net-worth individuals and family offices apart from the typical investor. While most people tend to concentrate their portfolios in stocks and bonds, Vicky reveals that the wealthiest families allocate nearly half their portfolios to alternative investments—assets that go beyond the realm of Wall Street. Vicky breaks down complex financial concepts in a simple, actionable format, making this episode ideal for anyone looking to build or refine their legacy we...
2025-10-2403 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastDitch the 4% Rule: Passive Income Over AccumulationToday's episode features an insightful conversation with Derek Coburn, wealth advisor, author of "Let's Retire Retirement," and founder of the Cadre community. Derek brings decades of experience helping entrepreneurs and high achievers rethink conventional views on wealth, freedom, and the age-old concept of retirement. Derek's journey started in traditional financial advising, where he noticed how many people fell into outdated patterns—saving for a distant finish line while sacrificing health, relationships, and personal purpose. He eventually took a different path, focusing on building deep relationships and meaningful communities instead of sticking to the typical accumulation mindset. His bo...
2025-10-2245 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Trifecta: The Ultimate Return Profile the Ultra-Wealthy Use to Build Real WealthWelcome back to Wealth Strategy Secrets of the Ultra Wealthy! I'm your host, Dave Wolcott, and in this Wealth Strategy Deep Dive, we're breaking down one of the most powerful frameworks the ultra-wealthy use to build and protect their wealth — The Trifecta Return Profile. Most investors chase yield or the next hot stock, but the truly wealthy design portfolios that work smarter — optimizing for tax efficiency, passive income, and upside potential. In this episode, Dave reveals how to evaluate any real asset — from multifamily real estate to private credit — through this lens and why this strategy consistently outperfo...
2025-10-1705 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastMindset + Skillset: Align Values to Build WealthToday's episode features a dynamic conversation with Keala Kanae, a true testament to the power of mindset in achieving extraordinary success. Keala's journey is as inspiring as it is educational—he went from working as a minimum-wage barista and struggling with 12 years of failed attempts, to building and exiting an eight-figure education company. Now, he dedicates his work to helping founders, investors, and high performers reach their next level through deep mindset transformation and personal development. Dave dives in with Keala to unlock what really separates high achievers from everyone else. If you've ever felt "stuck" despite in...
2025-10-1550 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWhy Cash Is Trash in 2025 — The Smart Investor's HedgeIn this powerful episode, Dave Wolcott tackles one of the biggest threats to your financial freedom today: the silent erosion of your wealth through dollar devaluation. With the U.S. dollar losing nearly 10% of its value in 2025, this episode breaks down why inflation isn't just a temporary headline—it's a long-term wealth destroyer hiding in plain sight. Dave reveals why traditional stock and bond portfolios often fail to protect purchasing power and how even "conservative" savers are unknowingly losing ground. He explains the difference between chasing yield and structuring true wealth, exposing why you can't out-earn a br...
2025-10-1005 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastBuild Cash-Flowing Businesses: Systems, KPIs & Exit ReadinessToday's episode features an enlightening conversation with business coach and entrepreneur, Tanner O'Brien. As a partner in a thriving family-owned ActionCOACH franchise, Tanner has firsthand experience navigating the challenges and triumphs of entrepreneurship—from nearly running out of cash to building a business that truly operates as an asset, not a job. Tanner's diverse background in fitness, finance, and leadership, coupled with his journey as both a business owner and coach, provides a rich foundation for today's discussion. Throughout the episode, he unpacks practical strategies for transforming your company into a machine that can work for you, in...
2025-10-0836 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Pyramid of Private Market Sponsors Explained (Real Estate, Energy & More)When it comes to investing in private markets, not all sponsors are created equal—and understanding the differences can dramatically impact your wealth strategy. In this solo episode of Wealth Strategy Secrets: Deep Dives, Dave Wolcott breaks down the three tiers of private market sponsors—emerging, mid-market, and institutional—and what each means for your portfolio. From entrepreneurial sponsors offering higher projected returns but higher execution risk, to mid-market players delivering strong risk-adjusted performance, to global institutions prioritizing stability over upside, Dave shares how to evaluate the trade-offs at every level. You'll discover why mid-market sponsor...
2025-10-0308 min
United States Real Estate Investor®Unearthing Dramatic, Holistic Wealth and a Firestorm of Freedom with Dave WolcottDave Wolcott transformed military discipline into a wealth blueprint, showing how alternative investments, syndications, and holistic strategies create freedom, purpose, and true fulfillment beyond money.See full article: https://www.unitedstatesrealestateinvestor.com/unearthing-dramatic-holistic-wealth-and-a-firestorm-of-freedom-with-dave-wolcott/(00:00) - Mattias Opens the Show and Talks About Possible Format Changes(00:48) - Mattias Shares Family Camping Trip and Lessons Learned(04:32) - Transition Into Today’s Guest and Investing Topics(05:01) - Introduction of Guest Dave Wolcott(05:14) - Dave Explains His Business Model and Wealth Journey Support(06:05) - Dave’s Background: Middle Class Upbringing and...
2025-10-0244 min
The REI AgentUnearthing Dramatic, Holistic Wealth and a Firestorm of Freedom with Dave WolcottDave Wolcott transformed military discipline into a wealth blueprint, showing how alternative investments, syndications, and holistic strategies create freedom, purpose, and true fulfillment beyond money.See full article: https://www.unitedstatesrealestateinvestor.com/unearthing-dramatic-holistic-wealth-and-a-firestorm-of-freedom-with-dave-wolcott/(00:00) - Mattias Opens the Show and Talks About Possible Format Changes(00:48) - Mattias Shares Family Camping Trip and Lessons Learned(04:32) - Transition Into Today’s Guest and Investing Topics(05:01) - Introduction of Guest Dave Wolcott(05:14) - Dave Explains His Business Model and Wealth Journey Support(06:05) - Dave’s Background: Middle Class Upbringing and...
2025-10-0244 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe #1 Risk That Can Destroy Your PortfolioWelcome back to Wealth Strategy Deep Dives, a special solo series of Wealth Strategy Secrets of the Ultra Wealthy. In this episode, Dave Wolcott unpacks a hidden danger that silently threatens most investors: over-concentration risk. History proves the stock market doesn't move in a straight line—the dot-com crash of 2000 (-50%), the 2008 financial crisis (-57%), and the COVID crash in 2020 (-34% in weeks) all wiped out years of progress for investors who were fully concentrated in equities. The math is even harsher: a 50% loss requires a 100% gain just to break even. The ultra-wealthy know better. They build re...
2025-09-2604 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastEnergy Investing: Oil, Gas, and Infrastructure Opportunities for Accredited InvestorsToday's episode features a remarkable guest, Ben West, co-founder of Pragma Energy and an accomplished expert at the crossroads of energy and capital markets. Ben brings close to a decade of experience working globally with C-suite leaders, family offices, and institutional investors, lending him a unique 360-degree perspective on the energy sector. As demand for energy surges worldwide and innovations like artificial intelligence push U.S. power needs to unprecedented heights, Ben joins host Dave Wolcott to unpack the real risks and opportunities in this critical, often misunderstood, asset class. Ben's journey into energy investing began in...
2025-09-2445 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastTax Planner vs. Tax Preparer: Why 95% of People Overpay the IRSIn this episode of Wealth Strategy Deep Dives, Dave Wolcott breaks down one of the most costly misconceptions in wealth building: the difference between a tax preparer and a tax planner. While most people rely on preparers who simply record history and file returns, the ultra-wealthy take a proactive approach with planners who design structures, leverage incentives, and use the 6,000+ page tax code as a roadmap for wealth creation. Dave shares how this shift transformed his own financial journey and why it can literally save you hundreds of thousands—or even millions—over your lifetime. Using Robert Kiyosaki's Cash Flow...
2025-09-1906 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastExit Planning Secrets: Maximize Business Value and Avoid Costly MistakesToday we have a remarkable guest joining us, Cameron Bishop. Cameron is a Managing Director at Raincatcher and a seasoned veteran in the world of business acquisitions and exits. Over his career, Cameron has sat on every side of the table—as a CEO, a buyer, and an advisor—shepherding deals totaling more than half a billion dollars. He has seen first-hand why nearly 80% of businesses that attempt to sell never actually do and understands the emotional and financial stakes involved in selling a company. In this episode, host Dave Wolcott dives deep with Cameron into the ofte...
2025-09-1743 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastPrivate Credit Investing: High Yields, Diversification & Cash FlowIn this Wealth Strategy Deep Dive, Dave Wolcott unpacks one of the fastest-growing opportunities in alternative investments—private credit. With traditional banks tightening lending standards, private credit has surged from $500 billion a decade ago to nearly $2 trillion in 2025. This asset class offers investors higher yields, downside protection through collateralized loans, and steady, non-correlated income streams that outperform traditional bonds and many real estate investments. Through real-world examples—like Florida roofing companies who turned to private credit after hurricanes to quickly fund growth—Dave illustrates why billionaires and institutions have been pouring into this space. You'll learn how privat...
2025-09-1209 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastInvest in Yourself: The #1 Wealth Strategy for High AchieversIn this Wealth Strategy Deep Dives episode, Dave Wolcott unpacks one of the biggest common denominators among highly successful people: they invest in themselves first. From masterminds and personal development to daily habits like meditation, journaling, and fitness, Dave explains why focusing on your growth delivers the highest ROI—often 10x to 100x. He also reminds us that success isn't just about net worth. It's about advancing consciousness, designing your life intentionally, surrounding yourself with the right people, and creating lasting impact. Money follows when you focus on building yourself, your habits, and your vision for...
2025-09-0507 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastBuild Wealth with Banks' Money: Creative Financing & Credit Stacking StrategiesToday's episode is packed with inspiration and practical strategies as we welcome Brandon Elliott, a self-made real estate investor with a journey unlike any other. Brandon is the founder of Credit Counsel Elite, and his story takes us from a childhood of scarcity, through dangerous setbacks, and ultimately to financial freedom. After surviving a life-altering explosion, Brandon transformed his mindset and set out to master the art of leveraging banks' money—what he calls "OBM: Other Banks' Money"—to build an impressive $14 million real estate portfolio and generate over $50,000 per month in income. Brandon hasn't followed a conv...
2025-09-0341 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow to Build Wealth Like a Family Office Using Alternative AssetsToday we have a fascinating episode with Daniel Brereton, Director at Equity Multiple, and a true expert in both traditional and alternative investments. Daniel's journey is as impressive as it is educational—after serving as an Army officer, he translated his leadership and analytical skills to the world of private markets, first at UBS advising pensions and endowments, and now helping everyday investors unlock access to institutional-quality real estate deals. Host Dave Wolcott explores Daniel's evolution from the military to the cutting edge of wealth strategy, shining a light on how family offices and leading endowments invest be...
2025-08-2744 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWhy Building a Dream Team is the Secret to Lasting WealthIn this solo episode of Wealth Strategy Deep Dives, Dave shares one of the most powerful keys to building legacy wealth—creating your dream team. Too often, investors try to grow alone, but the ultra-wealthy know that scaling wealth requires surrounding yourself with experts who can help you protect, preserve, and multiply your assets. Dave walks through the essential roles every investor should consider, from a functional medicine doctor and nutritionist who keep you performing at your peak, to proactive tax planners, asset protection attorneys, insurance strategists, and risk managers who safeguard your wealth. He explains why th...
2025-08-2206 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastAccumulation Theory Vs. Passive IncomeIn this special solo episode of Wealth Strategy Secrets of the Ultra Wealthy, Dave Wolcott breaks down one of the most misunderstood concepts in wealth building—the difference between an accumulation strategy and a passive income strategy. While traditional financial planning focuses on building a nest egg for retirement, Dave explains why shifting your mindset to prioritize consistent, sustainable cash flow can give you true freedom—no matter your age. He challenges the conventional retirement narrative, showing how freedom of purpose, time, and relationships matters far more than a "magic number" in your bank account. Dave also debu...
2025-08-1513 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastSharon Lechter on the Real Wealth Mindset: Assets, Legacy & Financial FreedomToday's episode features a true legend in the world of financial education—Sharon Lechter. Sharon is the co-author of the globally renowned book, Rich Dad, Poor Dad, a bestselling CPA, and a former advisor to two U.S. Presidents. Her mission: to elevate financial IQ and empower people everywhere to achieve financial freedom. Dave Wolcott sits down with Sharon for a comprehensive conversation that goes behind the scenes of the Rich Dad story—how it began, why it resonated with millions, and the powerful legacy it's still creating today. Sharon shares her unique upbringing around the language of a...
2025-08-1346 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow to Become a Time Billionaire: Build Wealth, Peace, and Purpose Like Nels JensenToday's episode is a powerful detour from traditional wealth-building strategies as we welcome Nels Jensen to the show. Nels is the CEO of Williamsburg Learning, a thriving entrepreneur, and a dedicated yoga instructor who has mastered the art of integrating business, personal growth, and family. Unlike most stories you hear about the ultra-wealthy, Nels reveals how he became a "time billionaire"—someone who has intentionally created an abundance of free time and peace, not just financial success. In this enlightening conversation, Nels shares his journey from building a fast-growing online education company to structuring his life and bu...
2025-08-0649 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWhat Is Holistic Wealth? Redefining Freedom Beyond Just MoneyIn this new Wealth Strategy Deep Dives episode, Dave redefines what it truly means to be wealthy—not just in terms of dollars and cents, but through a holistic lens that includes emotional, intellectual, spiritual, and social capital. Drawing from his own journey and inspired by thinkers like Dan Sullivan, Dave unpacks how true wealth is rooted in freedom—the freedom of money, time, purpose, relationships, and location. If you've ever felt that being "rich" isn't the same as being fulfilled, this episode is your wake-up call. Dave explains why chasing material success alone leads to burnout, and...
2025-08-0106 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastLand Flipping for Cash Flow & Legacy Wealth with Jack BoschToday's episode is an inspiring deep dive into a unique and often overlooked corner of real estate investing: land flipping. Our special guest is Jack Bosch, a German immigrant and founder of the Land Profit Generator system. Jack's remarkable journey began when he arrived in the U.S. with only two suitcases and a dream. Fast forward to today, he's completed over 5,000 land deals, built a flourishing real estate empire, and taught thousands of others how to break free from the rat race and achieve true financial freedom. Jack's expertise goes beyond just buying and selling land...
2025-07-1644 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Power of Fierce Gratitude: Transforming Wealth and Wellbeing One Letter at a TimeToday's episode welcomes a truly unique guest, Joel Zuckerman, whose career and insights shine a light on a powerful yet often overlooked life strategy—gratitude. Joel is a celebrated author, former award-winning golf and travel writer, and passionate advocate for what he calls "fierce gratitude." He has penned over 280 personal letters of thanks, authored multiple books including Grateful and Gratitude Tiger, and now travels the country sharing the transformative impact of proactive, expressive gratitude. In this thoughtful and educational conversation, Joel joins host Dave Wolcott to unpack the "secret weapon" of gratitude. Far from a mere feel-good pr...
2025-07-0943 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow to Protect and Grow Wealth in Today's Volatile Markets with Christopher WhalenToday's episode features a powerhouse guest in the world of finance and economics, Christopher Whalen. Chris is the chairman of Whalen Global Advisors, a seasoned consultant to leading lenders, and a widely-respected analyst with decades of experience advising institutional investors, commercial lenders, and regulators. As a prolific writer and the author of "Ford Men and How Money and Debt Built the American Dream," Chris brings a rare combination of deep industry knowledge and sharp, no-nonsense analysis. In this dynamic conversation, host Dave Wolcott sits down with Chris to pull back the curtain on some of today's most...
2025-07-0239 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastPrivate Equity, Liquidity & Real Estate Myths — With Omar KhanToday, we have an insightful guest joining us, Omar Khan, founder of Boardwalk Wealth and a seasoned expert in private equity and multifamily real estate. With over $800 million in transactions under his belt, Omar stands out for his unique combination of institutional finance experience and multi-generational entrepreneurial background. His deep knowledge and strategic approach have helped him and his investors navigate the complexities of acquisitions, developments, and restructurings in ever-changing markets. In this episode, Omar sits down with host Dave Wolcott to pull back the curtain on what's really happening in today's commercial real estate landscape. Omar...
2025-06-2540 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWhy Exiting Your 401(k) Could Accelerate Your WealthIn this special solo episode of Wealth Strategy Deep Dives, Dave breaks down one of the most misunderstood — and often taboo — strategies in traditional retirement planning: the idea of exiting your 401(k). Dave walks you through the math, mindset, and practical considerations behind taking control of your retirement capital and putting it to work in more tax-efficient, high-yielding private investments. Using the brand-new 401(k) Exit Calculator, Dave demonstrates how to objectively analyze your own situation and see whether staying locked into Wall Street truly aligns with your wealth goals. If you've ever wondered whether your 401(k) is real...
2025-06-2007 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastVision vs. Goals: The Power of Clarity to Shape Your Wealth & LifeToday we have a truly inspiring episode featuring Jennifer Hudye, founder of Vision Driven Global, and one of the leading experts on helping entrepreneurs and high achievers get radically clear on their personal and business visions. Jennifer's passion for vision work comes from her unique entrepreneurial upbringing in a small Canadian town, where she learned early on the power of crafting a compelling vision for life and business. After bootstrapping her first business and discovering the incredible impact that a vivid, emotionally driven vision had on her success, Jennifer dedicated her career to guiding others in transforming vague dreams...
2025-06-1850 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastEpisode 8: The Portfolio Framework the Ultra-Wealthy Actually UseIn this Wealth Strategy Deep Dive, Dave Wolcott introduces the Pantheon Wealth Pyramid, a smarter, more strategic way to visualize and structure your wealth. Rather than relying on Wall Street's pie charts, Dave breaks down how this pyramid framework helps investors minimize risk and maximize returns—starting with a solid foundation through infinite banking and then layering in cash-flowing, tax-efficient assets like real estate, energy, and private credit. Dave also explains how to think about higher-risk assets like crypto and public equities in your portfolio and why traditional advice often misses the mark. If you're ready to st...
2025-06-1308 min
Wealth Strategy Secrets of the Ultra Wealthy Podcast10X Your Business with the Power of CollaborationToday's episode features an extraordinary entrepreneur and thought leader, Chad Jenkins. Chad is a prolific business builder, having launched over 50 companies and authored impactful books like "Just Out of Zero" and "Friction Fuel." With a passion for helping other entrepreneurs unlock exponential business growth, Chad brings a fresh perspective on leveraging what he calls "collaboration currency"—an often overlooked but incredibly powerful asset in both business and personal wealth building. Host Dave Wolcott guides the conversation as Chad shares his unique journey from humble beginnings on a small farm to building multiple thriving businesses. Chad breaks down th...
2025-06-1144 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastEpisode 7: The 3 Biggest Wealth Killers (And How to Beat Them)In this solo episode of Wealth Strategy Deep Dives, Dave unpacks the top three reasons most entrepreneurs and investors lose wealth: overpaying in taxes, lack of true diversification, and low financial IQ. Dave reveals how smart tax planning—using incentives designed for business owners and investors—can create exponential returns, and why traditional methods like 401(k)s might be holding you back. He also shares why relying solely on your business or the stock market is risky, and how building your financial IQ can unlock opportunities others miss. From real estate and energy to creative deal structuring, Dave...
2025-06-0612 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow to Save Six Figures on College Tuition with Smart Financial Aid StrategiesToday's episode is packed with value for anyone thinking about the daunting challenge of college costs. Our guest, Seth Greene, is the founder of HowToFindMoneyForCollege.com and a leading authority in helping families navigate the ever-increasing expenses of higher education. Drawing from his personal journey and years of experience, Seth's company has helped families save over $30,000 per year, per child, through smart financial aid optimization and strategic planning. Host Dave Wolcott dives deep with Seth, who shares not only his own story—starting with his family's struggle to pay for Syracuse University—but also the surprising methods his...
2025-06-0431 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastEpisode 6: Why Traditional Wealth Planning Is Broken (And What to Do Instead)Today's solo episode takes a hard look at what's really broken in the traditional wealth planning model—and why it's failing so many investors. Dave breaks down the flawed assumptions behind conventional strategies like the 60/40 portfolio, tax deferral, and one-dimensional public market investing. From the dangers of underestimating taxes, fees, and inflation, to the risks of outliving your money, Dave shares why relying on outdated financial advice may be sabotaging your long-term freedom. With his entrepreneurial mindset and deep experience, Dave challenges listeners to think beyond Wall Street's narrative. He introduces smarter, more efficient ways to build we...
2025-05-3007 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastStart and Scale a Service Business for Freedom and ProfitToday's episode features an insightful conversation with Robin Waite, a seasoned entrepreneur, business coach, and author of Take Your Shot. Robin has helped thousands of coaches, consultants, and service providers build thriving businesses with clarity and purpose. He's joined by our host, Dave Wolcott, serial entrepreneur and author of The Holistic Wealth Strategy. Together, they break down one of the most accessible – yet often overlooked – ways to build wealth: launching and scaling a service-based business. Robin brings a unique perspective that combines deep business strategy with powerful lessons on pricing, psychology, and money mindset – two critical areas where...
2025-05-2846 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Navy to Financial Freedom: How Gary McDermid Engineered Passive Wealth with Real Estate & Tax StrategyToday's episode features the inspiring journey of Gary McDermid, a former Navy officer turned entrepreneur, real estate investor, and "cash flow engineer." Host Dave Wolcott welcomes Gary to share how he transitioned from enlisting out of high school to building a life of financial freedom—leveraging real estate, passive income, and smart business acquisitions along the way. Gary's story is anything but typical. What began with a life-changing piece of advice in Navy "A" school—buy real estate at every duty station—set him on the path to replace his active income with cash-flowing assets. Gary opens up abo...
2025-05-1443 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastThe Trillionaire Mindset: How AI Can 10x Your Wealth, Time & Business with Mike KoenigsToday we have an exciting episode with a true innovator at the intersection of technology and entrepreneurship: Mike Koenigs. Mike is a renowned serial entrepreneur, bestselling author, investor, and a sought-after thought leader in the world of AI and exponential growth. With accolades like speaking engagements at Peter Diamandis's Abundance360 and close collaborations with visionaries like Dan Sullivan, Mike is at the forefront of helping business owners harness the transformative power of AI to scale with speed and precision. Host Dave Wolcott sits down with Mike for a dynamic discussion that goes beyond the basics, b...
2025-05-0756 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastSPECIAL EPISODE | Tariffs, Turmoil & Traps: How the Ultra-Wealthy Navigate Market Chaos Without PanicJoining us today is Shuvam Bhaumik, a trusted advisor and a returning favorite to our virtual family office at Pantheon Investments. Shuvam's insights have been instrumental for high net worth individuals navigating the often turbulent and unpredictable waters of the current financial markets. In this episode, your host, Dave Wolcott, and Shuvam delve into the existing state of the markets and how the ultra-wealthy are managing their portfolios during this time of high volatility and uncertainty. Shuvam reveals the importance of creating resilient portfolios and offers invaluable advice on avoiding common psychological traps that lead to emotional...
2025-04-3036 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastPrecision Health = Precision Wealth: How to Upgrade Your Energy, Focus, and LifespanIn today's episode, we have the privilege of sitting down with Dr. Tracy Gapin, a distinguished health optimization expert and the founder of the Gapin Institute. Dr. Gapin has transitioned from his role as a board-certified urologist to become a leading figure revolutionizing modern healthcare through precision medicine and performance-driven health. His groundbreaking work focuses on utilizing a data-driven, proactive approach to healthcare that uncovers hidden health risks before they become critical issues. Throughout this enlightening episode, Dr. Gapin delves into the current shortcomings of traditional medicine, which often relies on a reactive approach, leaving individuals stuck...
2025-04-1644 min
Wealthy Wellthy Podcast#325: Dave Wolcott - The 6 Rules of Wealth: A Millionaire’s Guide to Financial SuccessWatch & Subscribe on YouTubeAre you tired of feeling trapped in the rat race, constantly chasing more money without ever achieving true financial freedom?In this episode of Wealthy Wellthy, Krisstina Wise sits down with Dave Wolcott, author of "The Holistic Wealth Strategy" and expert in creating legacy wealth. Dave shares his journey from corporate America to becoming a successful investor and entrepreneur, driven by the desire to provide financial security for his growing family.The main focus of the conversation is on shifting from traditional financial advice to a more holistic approach...
2025-04-1644 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastShifting Financial Mindsets: Lisa Smith's Tips for Accelerating Wealth GrowthToday, we're excited to welcome Lisa Smith, a trailblazing financial educator and entrepreneur, to the Wealth Strategy Secrets of the Ultra Wealthy podcast. With an inspiring journey that took her from financial novice to a successful investor, Lisa's story exemplifies the power of strategic investing and mindset shifts. By the age of 45, Lisa achieved financial independence and chose to dedicate herself to empowering others to transform their financial futures. In this illuminating episode, Lisa delves into her unique strategy, "Nibble Bite Gorge," which involves buying more as the market declines, thereby capitalizing on market recoveries. Her forward-thinking...
2025-03-2638 min
Recession Resistant Real Estate RadioWhat The Ultra Wealthy Are Hyperfocused On In 2025 With Dave Wolcott“We often think about wealth as the financial capital that we have. But true wealth is really defined by also having spiritual capital, human capital, physical capital, and emotional capital to live a fulfilling life. ” ~Dave Wolcott~ Most of us have stories of life changing moments, especially when children are born. For Dave Wolcott it was when his TRIPLETS were born! Now that is a life changing experience! Check out Dave’s story and his book on how and why to ditch the traditional mindset of investing and up y...
2025-02-2133 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Financial Success to True Wealth: A Real Estate Millionaire's Journey to Inner Freedom with Hannah HammondToday we have an exceptional episode lined up featuring Hannah Hammond. Hannah is not only a real estate entrepreneur but also a seasoned private lender. Her journey from financial hardship to financial freedom is nothing short of inspiring. Starting from a young age, Hannah's motivation was fueled by the financial difficulties her family faced. This drive led her to read "Rich Dad, Poor Dad" at just 13, sparking her interest in real estate investing and entrepreneurship. Hannah's path to multimillionaire status highlights not just financial success, but also deep personal development and self-awareness. Throughout her journey, she discovered...
2025-01-2246 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastStrategic Tax Planning for High Earners: Master Insights from the Tax GoddessToday we have an exceptional guest, Shauna Wekherlien known as the "Tax Goddess". Shauna is a leading mind in the realm of tax strategy, boasting an impressive record of over $1.68 billion in client tax savings. Tune in now for a deep, educational dive into advanced tax planning techniques. Shauna, a former astrophysics professional turned tax strategist, shares her incredible journey and the profound experiences that led her to where she is today. Her expertise stretches far beyond traditional tax preparation, introducing listeners to a world where tax strategies can significantly enhance wealth-building efforts and financial stability.
2024-11-2750 min
Wealth B-HersHolistic Wealth with Dave WolcottWhat if true wealth isn't just about accumulating assets, but about living a life of choice and purpose? Dr. Felecia Froe and wealth strategist Dave Wolcott explore how alternative investment strategies can unlock freedom in all areas of life. Wolcott shares insights on building passive income and viewing wealth as a tool to achieve financial goals and deeper personal fulfillment. Ready to align your finances with the life you want? Listen in to discover a blueprint for holistic wealth that empowers you to live intentionally and freely. 00:00 - Redefining Wealth: A Journey Beyond Traditional Investing
2024-11-2034 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastRevolutionary Real Estate Strategies In Achieving Financial IndependenceToday's guest is Matt Theriault, renowned for his transformative insights into financial independence where he shares his remarkable journey from bagging groceries to achieving financial freedom through real estate investment. In this engaging episode of the Wealth Strategy Secrets of the Ultra Wealthy podcast, Matt shares how an unexpected career switch, inspired by the book "Rich Dad, Poor Dad" by Robert Kiyosaki, completely reshaped his perspective on wealth building. Transitioning from a music industry downturn to real estate, Matt discovered the power of passive income and strategic investments. Matt delves into strategies that go beyond...
2024-11-1342 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFunctional Medicine EXPERT Reveals Ultimate Health and Longevity Secrets | Sachin PatelToday 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. Th...
2024-10-3048 min
Real ReturnsImpact of a Holistic Wealth Strategy through Freedom of Money, Purpose, Time, and Relationships | Dave WolcottWhat is true financial freedom and how can it go beyond just wealth? In this episode, Dave Wolcott, founder and CEO of Pantheon Investments, dives deep into what true wealth and freedom mean. Dave shares his journey from a Marine Corps captain to a leading figure in the investment world, revealing the ultra-wealthy's strategies to achieve financial success and holistic freedom. He emphasizes the importance of mindset, strategy, and creating a vision that encompasses financial independence and freedom of time, relationships, and purpose. This episode provides actionable insights for anyone looking to reframe their thoughts o...
2024-10-0226 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastFrom Tiger Woods to Richard Branson: How Dr. Jeff Spencer Shapes ChampionsToday we have an extraordinary lineup featuring special guest Jeff Spencer, a name that resonates with the pinnacle of peak performance. Jeff is a renowned Olympic hopeful turned peak performance coach with over 400,000 hours of expertise and a Master's in Sports Science. His incredible journey includes helping win 40 gold medals, top awards for entertainers, and legendary success for entrepreneurs. Jeff's insights can benefit not only elite athletes but anyone aspiring to excel in different facets of life. The episode delves deep into Jeff's early inspirations and his transformative experiences with remarkable mentors who shaped his p...
2024-10-0259 min
Innovate & Overcome: Unleashing PotentialRedefining Wealth: A Holistic Approach to Success | Dave WolcottHow Dave Wolcott Overcame $72,000 Debt and Built a Holistic Wealth Framework
Episode 14
In this episode, I sit down with Dave Wolcott, a former Marine turned entrepreneur, to discuss his remarkable journey from corporate America to the tech industry and eventually to his own consulting business. Dave shares a compelling story about how he faced a $72,000 debt while transitioning industries with a young family of triplets and an 18-month-old. Through resilience and innovative thinking, he not only negotiated the debt down but also turned the situation into a profitable consulting opportunity.
As we delve...
2024-09-2052 min
Helping The Brave PodcastFinancial Wisdom from the Marine Corps: Dave Wolcott's Wealth StrategyJoin Ed Parcaut and special guest Dave Wolcott in this enlightening episode of "Helping The Brave."** Dive into a timeless framework for understanding and building wealth, applicable across all market cycles, and learn about the various types of capital that extend beyond just financial gains. ### 🛠️ Key Topics Covered: - **Wealth-Building Framework:** Dave Wolcott shares his time-tested strategies for accumulating and maintaining wealth in any market condition. - **Types of Capital:** Discover why intellectual, physical, spiritual, and emotional capital are just as crucial as financial capital. - **Financial Literacy:** Learn how knowledge and values—or the lack thereof...
2024-09-1731 min
Helping The Brave PodcastFinancial Wisdom from the Marine Corps: Dave Wolcott's Wealth StrategyJoin Ed Parcaut and special guest Dave Wolcott in this enlightening episode of "Helping The Brave."** Dive into a timeless framework for understanding and building wealth, applicable across all market cycles, and learn about the various types of capital that extend beyond just financial gains. ### 🛠️ Key Topics Covered: - **Wealth-Building Framework:** Dave Wolcott shares his time-tested strategies for accumulating and maintaining wealth in any market condition. - **Types of Capital:** Discover why intellectual, physical, spiritual, and emotional capital are just as crucial as financial capital. - **Financial Literacy:** Learn how knowledge and values—or the lack thereof—impact generations, using exa...
2024-09-1731 min
Agents Building CashflowEP 165: How to Build Legacy Wealth with Dave WolcottWealth building visionary and author of The Holistic Wealth Strategy, Dave Wolcott, shares his personal journey from following the conventional financial path to discovering how the ultra-wealthy build legacy wealth. He outlines his five-phase wealth strategy, emphasizing the importance of mindset, financial IQ, asset repositioning, and building multiple passive income streams. Dave also provides practical insights into tax-efficient investing and leveraging tools like infinite banking. Tune in to discover actionable steps to achieve financial freedom and legacy wealth!Key takeaways to listen to:The importance of shifting focus from making money to p...
2024-09-1639 min
Capital HackingE357: Building Holistic Wealth with Dave WolcottIn this episode of Capital Hacking, the hosts, Josh McCallen & John Edwin, interviews Dave Wolcott, the author of "The Holistic Wealth Strategy." Dave shares his journey from the Marine Corps to corporate America and eventually into the world of alternative investments. He emphasizes the importance of mindset, community, and access to building wealth and achieving financial freedom. Dave discusses the concept of Infinite Banking and the multiplier effect in investments. He also introduces the idea of a virtual family office, providing access to exclusive advisors and vetted investment opportunities.Dave's book, "The Holistic Wealth Strategy," offers a...
2024-08-2933 min
Mailbox Money ShowPassive Investing - Dave WolcottGet my new book: https://bronsonequity.com/fireyourself
Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation
Welcome to another episode. Today, we're thrilled to introduce Dave Wolcott, a true visionary in the realm of holistic wealth building. Dave's journey from serving as a Captain in the Marine Corps to becoming the Founder and CEO of Pantheon Investments is nothing short of inspiring.
Join us as Dave shares his invaluable insights into passive investing with a particular focus on alternative assets and crafting a...
2024-04-1535 min
PassivePockets: The Passive Real Estate Investing Show155: Building Holistic Wealth with Dave Wolcott – Strategies Beyond the 401(k)
Join us on the latest episode of Passive Investing from Left Field, featuring special guest Dave Wolcott.This eye-opening episode takes you beyond the usual 401(k) as Dave reveals his journey from the Marine Corps to mastering real estate investing. Get ready to rethink financial freedom as you learn about the importance of mindset, relationships, and repositioning assets for maximum growth.Whether you're keen to diversify your investments or interested in the mechanics of infinite banking, tune in and transform your financial narrative. About Dave Wolcott Dave...
2024-02-1146 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHolistic Wealth Strategies: Special 100th Milestone EpisodeWelcome back to our milestone 100th episode of the podcast. In a thrilling twist, we're reversing roles today, with our very own Dave Wolcott stepping into the spotlight as our guest, while Addie navigates us through his world of expertise. Get ready to unearth a treasure trove of knowledge straight from the vault of our seasoned host. Dave, often the one asking the hard-hitting questions, opens up about his own transformative experiences with financial setbacks and shares his journey of discovery that led him to adopt the wealth-building strategies typically mastered by the elite top 1%. His firsthand...
2024-01-0346 min
What Are You Made Of?Strategies of the Ultra-Wealthy: A Conversation with Dave WolcottIn this enlightening episode, join our host, Mike C-Roc, in a captivating conversation with the remarkable Dave Wolcott. A former Marine Corps officer turned entrepreneur, Dave is the author of the groundbreaking "Holistic Wealth Strategy" and the esteemed host of the top-rated podcast, "Wealth Strategy Secrets of the Ultra-Wealthy."
The episode kicks-off with a warm welcome as Dave shares insights into his holistic approach to building wealth and leading an extraordinary life. The duo reflects on their connection through mutual networks and the power of collaboration in reaching new heights.
2023-12-0131 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastWealth Strategies for Abundant Growth: Crafting Wealth Without Wall StreetIn today's episode Dave Wolcott, Joey Mure, and Russ Morgan delve into the transformative power of passive income and the journey towards financial freedom. Joey Mure, a seasoned serial entrepreneur, shares his insights gained from co-founding ventures like Wealth Without Wall Street and Wake Up In Birmingham. He emphasizes the importance of financial liberation through passive income, a philosophy he explores in his upcoming book, "Wealth Without Wall Street, 3 Steps to Freedom Through Passive Income." Russ Morgan, Founder and Partner at Wealth Without Wall Street, brings his dynamic perspective to the conversation. Known for his...
2023-11-2955 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastStrategies of the Elite: Financial Playbook for Executives and Business OwnersToday we had the privilege of sitting down with Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor, who brought a wealth of knowledge and experience to the table. Frank is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management, catering to a select group of individuals, executives, and privately held business owners. With over 15 years of experience in the restaurant/hospitality industry, operating family-owned establishments in Fenwick Island, Delaware, Ocean City, and Salisbury, Maryland, he transitioned into the financial world in 2007. Launching a financial consulting firm within his family business, Frank began providing invaluable g...
2023-11-2234 min
Perennial PrideSecrets of the Ultra-Wealthy with Dave WolcottToday, Tom is joined by Dave Wolcott: Author, podcast host, and founder and CEO of Pantheon Investments to talk about entrepreneurs building wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow and tax efficiency. Tom and Dave talk about shifting paradigms to find success and freedom in life and own their futures so they can achieve and invest more than they thought possible. Tune in today! Highlights 00:07 Who is Dave Wolcott? 01:50 What Dave's background looks like 03:15 The inception of his entrepreneurial journey, triggered by dissatisfaction with conventional...
2023-08-0338 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow To Build Legacy Wealth & Unlimited FreedomA serial entrepreneur at heart, Dave Wolcott spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave...
2023-04-1950 min
Massive Passive Cash Flow PodcastEpisode 195: Protecting and Multiplying Your Wealth, with Dave WolcottDave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose...
2023-04-1937 min
The REI Diamonds Show-Real Estate Investment PodcastEpisode 214: Dave Wolcott: Helping Entrepreneurs Protect and Multiply Their Wealth Through the Pantheon Holistic Wealth StrategyEpisode: 214 “Dave Wolcott: Helping Entrepreneurs Protect and Multiply Their Wealth Through the Pantheon Holistic Wealth Strategy”Guest: Dave Wolcott is the Founder and CEO of Pantheon Investments. After serving the country as a Captain in the Marine Corps, Dave and his wife hit the baby lottery-having triplets. This inspired Dave to challenge the traditional financial planning advice of Wall Street. Over the past 20 years Dave has founded several business, invested in alternative assets and created The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra wealthy and having freedom of time, money & relationship.Big...
2023-03-3150 min
Wealth Strategy Secrets of the Ultra Wealthy PodcastHow An Abundance Mindset Leads to an Epic LifeJustin Breen is Founder/CEO of the global PR firm BrEpic and exclusive connectivity platform BrEpic Network. The purpose of his life is to be a connecting superhero for every visionary, abundance, investment-mindset entrepreneur who shares their stories with the world. Justin Breen is an active member of Strategic Coach 10x and Abundance 360 Summit. Dr. Peter Diamandis wrote the foreword for Justin's latest book, Epic Life, which made the Wall Street Journal/USA Today Bestseller Lists. In this episode, Justin Breen uncovers the art of unlocking your potential by focusing on what you do best. H...
2023-02-1542 min
Self Storage InvestingAlternative Framework for Multigenerational Wealth Building - Dave WolcottSend us a textFigure out how to grow your wealth outside of Wall Street in this episode with Dave Wolcott as he outlines the 5 phases to holistically accelerate success and yield higher returns. So tune in to move away from conventional investments and fulfill your vision of living a financially free life!WHAT TO LISTEN FORThe top 3 wealth destroyers and how to mitigate themHow to leverage alternative investment opportunities to create passive incomeImportance of long-term thinking and planning as an investor
2023-02-0331 min