118 episodes
Wealth Strategy Secrets of the Ultra Wealthy Podcast Dave Wolcott
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- Business
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5.0 • 2 Ratings
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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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Passive Powerhouse: Mastering The Formula for Financial Freedom
Today, we had the pleasure of hosting Patrick Grimes, a true titan in the world of alternative investments and real estate. Patrick is the founder of Passive Investing Mastery, a company dedicated to empowering investors with the knowledge and tools they need to diversify their portfolios effectively.
He's also the mastermind behind InvestOnMainStreet.com, a private equity firm boasting a portfolio of multifamily real estate valued at a staggering $600M+, spread across over 4,000 units in the southeastern United States and Texas.
Patrick also reflects on the transformative power of persistence, resilience, and adaptability in overcoming challenges and seizing opportunities in the ever-evolving investment landscape. He encourages listeners to embrace a growth mindset, embrace calculated risks, and embrace continuous learning.
Drawing from his own experiences and successes in the industry, Patrick shares practical tips for aspiring investors looking to enter the real estate market. He emphasizes the importance of education, networking, and aligning with reputable partners and sponsors to navigate the complexities of real estate investing effectively.
In this episode, we talked about:
Patrick’s background and his transition from being a passive investor to an active investor
Valuable attributes that makes a successful investor
His specific wealth management and strategies and current market cycle
Alternative investing and challenges with the traditional investing models
Connect with Patrick:
Website: https://passiveinvestingmastery.com/
Patrick’s Free Book: Passiveinvestingmastery.com/book
Facebook: https://www.facebook.com/PassiveInvestingMastery
Linkedin: https://www.linkedin.com/in/patricksgrimes/
Amazon: https://www.amazon.com/author/patrickgrimes
Email: Info@passiveinvestingmastery.com
Phone Number: (209) 403-6096
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: info@pantheoninvest.com
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ -
Mastering Passive Income: Lessons from a Seasoned Investor
In today's episode, we had the honor of having Bronson Hill, the Managing Member of Bronson Equity. With an impressive portfolio boasting 2000 multifamily units valued at over $200 million, Bronson is a powerhouse in real estate investment.
He's also the co-leader of the thriving in-person multifamily meetup, Investor to Investor (ITI), based in Glendale, CA. Bronson shared insights gleaned from his extensive experience, having engaged personally with over 1500 investors, raising an astounding $40 million for real estate ventures and his innovative ATM Machine Fund deals.
One of the highlights of our conversation was Bronson's exclusive mastermind for affluent passive investors. Within this community, members are offered unparalleled investment opportunities in a growth-oriented environment. Bronson's commitment to providing value and fostering growth within his community is truly commendable.
Bronson's deep understanding of the investor mindset is evident not just in his achievements but also in his dedication to education. As the host of The Mailbox Money Show, he's committed to empowering others on their journey to financial freedom. His book, "Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less," serves as a blueprint for those looking to break free from the chains of traditional employment.
Tune in to this episode as we delve deep into the strategies and principles behind Bronson Hill's remarkable success and uncover the secrets to achieving financial independence through strategic investing.
In this episode, we talked about:
Insights from his book Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less
His expert insight and perspective about passive investing vs growth
Bronson’s personal investment thesis and stand with the current market economic cycle
The importance of mindset, vision and having long term goals
Connect with Bronson:
Facebook: https://www.facebook.com/BronsonEquity
LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany
Youtube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg
Instagram: https://www.instagram.com/bronsonequity/
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: info@pantheoninvest.com
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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Wealth, Wisdom, and Worth: Lessons from the Forefront of Entrepreneurship
Today's guest is none other than Andrew Reichert, the CEO and Founder of Birgo, a prominent private equity real estate firm based right here in Pittsburgh. With a staggering $312 million in assets under management spanning over 3,400 multifamily units, Andrew is a titan in the real estate investment arena.
His keen entrepreneurial spirit not only drives the success of his business ventures but also extends to his vision for the future of real estate and entrepreneurship. Andrew's dedication to community involvement serves as an inspiration, demonstrating that success is not only measured by financial achievements but also by the positive impact one can make in the lives of others.
Throughout our conversation, Andrew delves into his entrepreneurial journey, having founded four companies and contributed to numerous startups. We explore Birgo's strategies for raising capital, purchasing, and effectively managing multifamily residential real estate, shedding light on key market insights and investment strategies.
Additionally, Andrew shares his passion for community involvement and nonprofit work, including his commitment to financial literacy through a nonprofit he founded and his active participation in local charities.
In this episode, we talked about:
Andrew's Entrepreneurial journey, his background and leadership
Transitioning to multifamily syndications and his real estate investment strategies
His current market insights and debt underwriting process
Personal insights and advice about the importance of community work and his involvement in non profit organizations
Connect with Andrew:
Website: https://www.birgo.com/capital
Facebook: https://www.facebook.com/birgocapital
Instagram: https://www.instagram.com/birgocapital/
Linkedin: https://www.linkedin.com/company/birgocapital/
Podcast: https://podcasts.apple.com/us/podcast/real-returns/id1642761377
Youtube: https://www.youtube.com/@realreturns
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: info@pantheoninvest.com
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ -
Centimillionaire Strategies: Charlie Garcia’s Journey to Impact and Purpose
In this episode, we had the distinguished honor of hosting Charlie Garcia, a distinguished figure whose life journey is a testament to the power of service, leadership, and love. With a multifaceted background spanning public service, military accolades, and impactful contributions to the intelligence community, Charlie's story is one of unwavering commitment to bettering society.
Charlie's accolades speak volumes about his dedication to public service, as evidenced by his receipt of the Distinguished Public Service Medal for his efforts to enhance candidate diversity across military service academies during the administrations of Presidents Obama and Bush. Additionally, his commendable work in war-torn Central America in the 1980s earned him the prestigious Defense Meritorious Service Medal.
Beyond his illustrious career in public service, Charlie is a prolific thought leader, having founded R360, a community of centimillionaires that are creating massive impact in the world. Charlie also authored two best-selling leadership books that have resonated with readers globally in over ten languages. Charlie shares valuable insights into effective leadership principles. His leadership philosophy serves as a guiding light for aspiring leaders seeking to make a positive impact in their respective spheres of influence.
At the core of Charlie's ethos lies a profound commitment to service, underpinned by an abiding love for his country. Each day, he renews his pledge to utilize his gifts for the betterment of society, embodying the essence of true leadership and selflessness.
Join us as we delve into Charlie's remarkable journey, uncovering invaluable insights into the art of service, leadership, and living a life driven by purpose and love.
In this episode, we talked about:
His background, distinguished career in public service, and transformative work in business and entrepreneurship
Wealth beyond financial assets, encompassing elements such as family, relationships, and personal fulfillment
R360's archetypes framework for understanding investors' risk profiles and behaviors
The significance of family as a source of true wealth and fulfillment
Connect with Charlie:
Linkedin: https://www.linkedin.com/in/charlespgarcia/
Instagram: https://www.instagram.com/charlespgarcia/
Twitter: https://twitter.com/charlespgarcia
Website: https://www.r360global.com/
Email: hello@r360global.com
Company Linkedin: https://www.linkedin.com/company/r360global/
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: info@pantheoninvest.com
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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Optimizing Human Performance: Breaking Barriers in Health, Fitness and Vitality
Today, we have a remarkable guest with us, Dustin Baker, a true visionary entrepreneur who has been making waves in the health and fitness industry for over a decade. Dustin's journey is nothing short of inspiring as he acquired BioProtein Technology, aiming to revolutionize natural wellness.
His extensive collaboration with elite athletes, physicians, and military personnel underscores his commitment to optimizing human health. As the founding president of BioProtein Technology and BioPro+, Dustin has spearheaded the development of the first non-synthetic alternative to HGH and peptide treatments, promising faster, easier, and safer results.
During our conversation, Dustin shares his passion for reshaping the industry with breakthrough alternatives to prescription Human Growth Hormone (HGH) and peptide treatments. His brainchild, BioPro+, stands as a testament to his dedication to providing safe and effective solutions for vitality and longevity.
What sets Dustin apart is not just his entrepreneurial spirit but also his unwavering commitment to empowering individuals without compromising safety. Through his leadership, BioPro+ has emerged as an unparalleled beacon of innovation in the field of natural wellness.
In this episode, we talked about:
Dustin’s entrepreneurial journey in the health and fitness industry
His vision to revolutionize natural wellness and personal thoughts about anabolic and catabolic workouts
The promise of BioPro+ for faster, easier, and safer results compared to synthetic alternatives
Insights into Dustin’s morning routine, his leadership and entrepreneurial strategies
Connect with Dustin:
Linkedin: https://www.linkedin.com/in/dustin-baker-31585a82/
Website: https://www.bioproteintech.com/
Email: INFO@BIOPROTEINTECH.COM
Instagram: https://www.instagram.com/bioproteintech/?hl=en
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: info@pantheoninvest.com
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ -
The Silver Lining: Unveiling Wealth Strategies in Senior Living
Today, we're diving deep into the world of senior housing and assisted living with none other than Isabelle Guarino, the COO of Residential Assisted Living Academy. For the past decade, Isabelle has been at the helm, ensuring smooth operations and keeping everyone on task.
Her expertise in senior housing has earned her recognition as one of the "Top Influencers in Senior Housing," and she's a two-time recipient of Aging Media's prestigious "Future Leaders of Assisted Living" award.
In this episode, Isabelle shares invaluable insights into the booming senior housing industry, offering listeners a glimpse into the strategies and secrets that have propelled her to the top of her field.
She also delved into the key factors driving the success of Residential Assisted Living Academy and the broader senior housing market. She emphasized the importance of providing high-quality care and personalized services to residents, highlighting how these principles have been central to their company's growth and reputation.
Tune in as we uncover the wealth-building opportunities hidden within senior living, and learn from the best in the business. This is an episode you won't want to miss!
In this episode, we talked about:
Her knowledge and expertise in Residential Assisted Living
The current markets and identification of emerging trends and demographics in senior housing
Understanding the potential for rental income and property appreciation in senior living facilities
Leveraging tax advantages specific to real estate investments in the senior housing sector
Connect with Isabelle:
Linkedin: https://www.linkedin.com/in/isabelle-guarino/
Website: https://residentialassistedlivingacademy.com/
Facebook: https://www.facebook.com/ResidentialAssistedLivingAcademy/
Instagram: https://www.instagram.com/ralacademy/
Youtube: https://www.youtube.com/c/ResidentialAssistedLivingAcademy
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
Podcast: www.pantheoninvest.com/podcast
Facebook: https://www.facebook.com/PantheonInvest
Instagram: www.instagram.com/pantheoninvest
LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: info@pantheoninvest.com
Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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