Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
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Wealth Strategy Secrets of the Ultra Wealthy Podcast 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!

  1. 4 DAYS AGO

    Tech Executive Turned Real Estate Mogul Reveals Passive Income Secrets for Turbulent Markets

    In this episode, we have Spencer Hilligoss, the dynamic CEO of Madison Investing. Spencer's journey is nothing short of remarkable, transitioning from a successful career in the corporate world, where he led operations and sales teams at five high-growth Fintech companies, to becoming a full-time investor and entrepreneur. Spencer founded Madison Investing with a clear mission: to help busy professionals secure their most valuable asset—time—by offering them access to carefully curated, cash-flowing real estate deals.  During our conversation, Spencer shared his insights into breaking free from the "golden handcuffs" of corporate life just months before the pandemic hit in 2019. He discussed the mindset shifts required to make such a bold move and how his focus on serving his investment group has led to Madison Investing's tremendous growth. Spencer's commitment to helping others achieve financial freedom is evident in every aspect of his business, and his story serves as a powerful example of what is possible when you combine passion with purpose. In this episode, we talked about: Spencer's journey and expertise in the world of investing His strategic investment thesis, philosophy and business approach Insights on current market trends and associated risks Identifying and capitalizing on emerging market opportunities Click here to read more: https://pantheoninvest.com/episode136

    41 min

  2. 4 SEPT

    From Corporate to Franchise Success: Building Financial Freedom and Purpose

    In today’s episode, I had the pleasure of sitting down with Norman Hanania, a seasoned entrepreneur whose journey from the early days in his father’s ice cream shop to becoming a successful franchise owner is nothing short of inspiring. Norman’s story is a testament to the power of passion, persistence, and the entrepreneurial spirit. In 2011, he pivoted into franchising, where he grew his business to an impressive 11 locations with over 65 employees. Today, Norman is dedicated to helping franchisees and entrepreneurs scale their businesses and achieve sustainable growth through his coaching. We then dive into Norman’s 20-year career in mortgage banking, where he developed a deep understanding of the financial industry and built a reputation for his expertise. Norman reflects on the pivotal moments that defined his career, including the challenges he faced during economic downturns and how he navigated those turbulent times.  Throughout the episode, Norman’s passion for business and dedication to helping others succeed shine through. Whether you’re an aspiring entrepreneur or a seasoned business owner, this conversation is packed with valuable insights and inspiration to take your business to the next level. In this episode, we talked about: Norman's entrepreneurial journey and his background The significance of aligning your business ventures with your passion Insights into the critical factors to consider when selecting a franchise, including market potential, brand strength, and alignment with personal and financial goals. The role of effective productivity habits in driving business success Click here to learn more: https://pantheoninvest.com/episode135

    40 min

  3. 28 AUG

    Tom Wheelright’s Guide To Tax Planning in the 2024 Election Year: What Investors Need to Know

    In this episode of the Wealth Strategy Secrets of the Ultra Wealthy Podcast, I had the pleasure of sitting down with Tom Wheelwright, a true authority in the realm of wealth and tax strategy. Tom is a CPA, the Founder and CEO of WealthAbility based in Tempe, Arizona, and the best-selling author of *Tax-Free Wealth*. With a unique talent for making taxes fun, easy, and understandable, Tom has carved out a niche as one of the leading wealth and tax experts globally. Tom's approach is both practical and strategic, offering listeners actionable steps they can implement to optimize their tax situation and accelerate their wealth-building journey. Throughout our conversation, Tom shared invaluable insights on how entrepreneurs and investors can build wealth by strategically and permanently reducing their tax liabilities. His work has been featured in prominent media outlets such as The Wall Street Journal, Washington Post, Forbes, FOX & Friends, and NPR, to name just a few. As a Rich Dad Advisor to Robert Kiyosaki, author of *Rich Dad Poor Dad*, Tom brings a wealth of knowledge and experience, frequently speaking at conferences worldwide on these critical topics. Whether you're an entrepreneur looking to maximize your financial potential or an investor aiming to protect and grow your assets, this episode is packed with essential information that can help you achieve your financial goals. Tune in to learn from one of the best in the business. In this episode, we talked about: Strategies for achieving long-term wealth through effective tax planning Preparing for potential tax law changes and how to stay ahead Ensuring your wealth is protected and grows through smart tax planning Practical methods for permanently lowering your tax liabilities   Click here to learn more: https://pantheoninvest.com/episode134/

    47 min

  4. 21 AUG

    10X Investor Spotlight: How Mentorship and Networking Drive Financial Success in Real Estate Investing

    In this episode, we have Kevin Anderson, the co-founder and Managing Partner of GrowAbility Equity. Kevin brings over three decades of business acumen and entrepreneurial experience to the table, with a deep expertise in real estate investing that dates back to 2005. His journey started with single-family rentals and flips, eventually transitioning into both active and passive multifamily investing. Kevin's portfolio is impressive, spanning various asset classes, including self-storage, hotels, ATMs, oil and gas, and small business lending. During our conversation, Kevin shared insights from his extensive experience in both the corporate world and the entrepreneurial space. His strategic mindset has been instrumental in his ability to navigate and thrive in the complex world of private equity. This episode is a must-listen for anyone looking to break free from traditional investment models and explore new avenues for wealth creation. Kevin's story is not just about financial success; it's about leveraging expertise, making informed decisions, and building a legacy. Tune in to learn more about how Kevin is empowering investors to take control of their financial futures. In this episode, we talked about: Kevin’s background and over three decades of business and entrepreneurial experience Strategies and  lessons learned from managing teams and driving success in various industries The importance of mindset and informed decision-making in building and maintaining wealth His success and growth trajectory in real estate and private equity and personal insights in growing and wealth preservation Click here to read more: https://pantheoninvest.com/episode133

    47 min

  5. 14 AUG

    Achieving Financial Freedom Through Passive Income

    In this episode, I had the pleasure of having Justin Donald, a renowned expert in lifestyle investing and a true embodiment of entrepreneurial success. Justin shared his incredible journey of multiplying his net worth to eight figures in under two years through strategic relationships and savvy investing. Justin’s first significant step towards this goal was investing in a mobile home park, which within 21 months, generated enough passive income for him and his wife to leave their jobs. His investment acumen didn’t stop there; he has since negotiated deals with over 100 companies. He shares insights into his investment strategies, including negotiating deals with over 100 companies, such as Orangetheory, and founding Stellar, a residential maintenance and rehab company that recently secured funding from S3 Ventures. Justin’s dedication to helping others achieve financial freedom is evident throughout the episode, making it a must-listen for anyone seeking to break free from the traditional work-for-pay model and build lasting wealth. Tune in to learn from Justin’s remarkable journey and discover how you too can break free from trading time for money and start building your own path to wealth and freedom. In this episode, we talked about: The pivotal first investment in a mobile home park and generating enough passive income to leave traditional jobs within 21 months Strategies for creating wealth without being tied to a conventional job His personal investment thesis and insights about alternative investment The importance of mentorship and community Click here to learn more: https://pantheoninvest.com/episode132

    41 min

  6. 7 AUG

    Innovative Strategies for Multigenerational Wealth

    In this episode, I had the pleasure of speaking with Alex Felman, an entrepreneurial professional who is currently embarking on his fourth startup venture. His diverse skill set has led him to establish and run his own family office, the Felman Family Office, while also collaborating with family offices worldwide. Throughout our discussion, Alex shared insights from his 20-year career as an educator and his experience within the family office industry, which inspired him to create Exponential U. This family office education program is designed to help families achieve multigenerational sustainability, ensuring that wealth and knowledge are preserved and expanded over time. Alex provides insights into the challenges and opportunities he has encountered while managing and advising family offices around the world. He emphasizes the importance of innovation in biotechnology, healthcare, and other futuristic tech industries to maintain long-term wealth. Throughout the episode, Alex offers valuable advice on wealth management and strategic planning, he shares practical tips for family offices and individuals looking to invest in biotechnology and healthcare, underscoring the importance of staying ahead of industry trends. In this episode, we talked about: His investing background and the impact of his educational foundation on his career and entrepreneurial ventures Advice on wealth management and strategic planning Opportunities and benefits of running a family office and the challenges he faced in managing a family office Role of continuous learning and adaptation in wealth management Click here to learn more: https://pantheoninvest.com/episode131

    46 min

  7. 31 JUL

    Building Trust and Wealth: Sustainable Growth Strategies for Investors

    In today’s episode, I had the pleasure of interviewing Josh McCallen, a distinguished leader with a remarkable track record of turning around failing companies and launching successful ventures. Josh's journey is nothing short of extraordinary, having transformed two bankrupt companies into thriving multimillion-dollar operations and created ten unique restaurant concepts generating over $6 million annually. As a keynote speaker at ten accredited investor summits and twice achieving Inc. 5000 recognition, Josh's expertise and influence are widely recognized. His leadership at a resort company led to two resorts being ranked among the top 25 best hotels in America. Josh's insights extend beyond business success. He is passionate about investing in trust, exploring the intersection of family and business, and the immediate compounding effects of strategic investments. His commitment to growth without compromising values and relationships is a guiding principle in his work. This episode dives deep into Josh's experiences, the challenges he has overcome, and the principles that drive his success. Join us to uncover the wealth strategies that have propelled Josh McCallen to the forefront of his industry and learn how you can apply these secrets to your own wealth-building journey. In this episode, we talked about: Balancing family and business growth without compromising values Understanding the immediate compounding effect of strategic investments Strategies for acquiring and managing premium real estate, renovating and constructing luxury residential and commercial properties The importance of trust in investing and business relationships   Click here to for more: https://pantheoninvest.com/episode130/

    45 min

  8. 24 JUL

    Navigating Market Shifts: Building Wealth Through Resilience and Expert Strategies

    In today’s episode, I had the pleasure of sitting down with Darin Davis, a distinguished industry leader and entrepreneur boasting over 25 years of real estate experience. With an impressive track record of managing over $1 billion in debt and equity as both a Sponsor and LP, Darin has successfully navigated multiple market corrections.  Currently an active managing partner at Presario Ventures, Darin's entrepreneurial spirit led him to recently found Club Capital, aimed at addressing investor requirements for capital growth and cash flow.  Darin shared his insights on navigating multiple market corrections and how he led his companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. His ability to adapt and thrive in changing markets was truly inspiring. Throughout the episode, Darin’s wealth of knowledge and experience provided invaluable insights into the world of real estate and investment. His stories of resilience, innovation, and commitment to education and philanthropy offered listeners a comprehensive view of what it takes to achieve and maintain wealth.  Join us as we delve into Darin’s vast experience, his insights on market strategies, and his inspiring journey in both his professional and personal life.   In this episode, we talked about: Darin’s background and over 25 years of experience in real estate Navigating Market Corrections and strategies for adapting to changing markets The Never Quit Initiative, a 501(c)(3) non-profit organization he founded with his two children The importance of resilience, innovation, and philanthropy in building wealth Learn more: https://pantheoninvest.com/episode129/

    44 min
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About

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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