Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
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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!

  1. 1D AGO

    Building Wealth with Purpose: JP Newman's Journey Beyond Net Worth

    Today's episode features an inspiring conversation with JP Newman, the founder of ThriveFP, a private equity firm behind over $2 billion in multifamily transactions. With nearly two decades of real estate experience and a passion for "purpose-driven capitalism," JP brings a fresh perspective on building wealth—not just financially, but holistically. Our host, Dave Wolcott, dives deep with JP, exploring his unique journey from growing up in an entrepreneurial family, to an early career at Sony Pictures, and eventually launching ThriveFP out of his own bedroom. More than just discussing numbers and deals, JP introduces his life philosophy of becoming a "Fulfillionaire," showing us how money alone doesn't lead to true security or happiness. He explains his framework for "4-dimensional wealth," which weaves together purpose, people, presence, and play to help individuals design a lifestyle anchored in authenticity and abundance, rather than chasing arbitrary goals. JP also shares why he's excited about current market conditions, especially the emerging opportunities amid market distress, and reveals key lessons learned from past cycles—emphasizing patience, learning from losses, and the importance of aligning financial decisions with deeper values. This episode is packed with practical advice and mindset shifts that will challenge and inspire you on your own wealth-building journey. In this episode, we discuss: JP's personal story from Sony Pictures to building ThriveFP What it means to be a "Fulfillionaire" and the 4 dimensions of wealth Navigating today's multifamily market and investing in times of uncertainty How childhood beliefs and mindset shape your financial future Learn more: https://pantheoninvest.com/episode210 Get Dave's Free Book: https://pantheoninvest.com/freebook

    57 min

  2. 6D AGO

    From Vision to Passive Income: The Ultra-Wealth Playbook

    In 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 advanced mechanics the ultra-wealthy use to protect and scale capital, including proactive tax planning, infinite banking, asset protection, and estate planning. He explains asset repositioning—how to redeploy trapped capital from 401(k)s and primary residences into higher-performing opportunities—and closes with how the final phase focuses on building massive, tax-efficient passive income through private investments like real estate and oil & gas. This episode offers a rare look at how wealth is engineered holistically, sustainably, and across generations. Download a free copy of Dave's book at www.HolisticWealthStrategy.com and join the investor community for exclusive education, opportunities, and resources to accelerate your path to financial freedom. Ready to go deeper? Book a call to explore the Virtual Family Office or apply for the Mastermind to start building true generational wealth.

    6 min

  3. FEB 11

    Tax Strategies the Ultra Wealthy Use to Accelerate Wealth

    Today'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 "The Holistic Wealth Strategy," sits down with Justin Maxwell to break down the real differences between basic tax preparation and genuine tax strategy. They discuss why many business owners unknowingly outgrow their accountants, and how building simple systems can keep the money you save working for you–instead of fueling lifestyle creep. This engaging conversation walks listeners through tangible strategies to minimize taxes at every stage of their wealth journey, from foundational basics for newer business owners to high-level options for seven-figure earners. Justin Maxwell also shares insights on building a proactive mindset and practical, repeatable systems for turning tax savings into long-term wealth. In this episode, we discuss: The crucial difference between tax preparation and real tax strategy Foundational and advanced tax-saving moves for business owners and investors How to build simple yet powerful systems that prevent wealth erosion Practical investment and tax planning tips for significant liquidity events Learn more: https://pantheoninvest.com/episode209 Get Dave's Free Book: https://pantheoninvest.com/freebook

    54 min

  4. FEB 4

    Wealth Strategies 2026: Multifamily Market Insights, Fed Moves, and Emerging Investment Hotspots

    Today, 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 media narratives by focusing on the fundamental trends that will shape the next 12 to 24 months in real estate. Drawing on his robust research and practical experience, Neal offers practical advice for investors navigating uncertain markets, including commercial multifamily, single-family housing, cryptocurrency, and more. Neal opens up about recent shifts in multifamily markets, why supply and demand imbalances may set the stage for both challenges and opportunities, and how external forces like immigration and interest rates are impacting market conditions. Beyond the numbers, he shares contrarian views on cash flow, the evolving role of tax efficiency, and why energy and artificial intelligence are quickly becoming major drivers of real estate value. In this episode, we discuss: The macroeconomic outlook for single-family and multifamily housing in 2026 How immigration, supply, and interest rates are reshaping market opportunities Neal's contrarian take on cash flow versus tax efficiency in real estate The hidden role of energy and AI in driving future real estate investments Learn more: https://pantheoninvest.com/episode208   Get Dave's Free Book: https://pantheoninvest.com/freebook

    46 min

  5. JAN 30

    Family Banking: The Wealth Strategy of Family Offices

    In 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 the ultra-wealthy: family banking. Listeners learn how family offices operate differently—thinking 100+ years ahead, prioritizing builders over breakers, and creating private systems that keep wealth inside the family. The episode breaks down how infinite banking works through properly structured whole life insurance policies, allowing families to borrow against growing, tax-advantaged capital to fund investments, businesses, and opportunities without relying on traditional banks. The key takeaway: the wealthy don't view life insurance as a death benefit—they view it as an asset class, a cornerstone of generational wealth, liquidity, and long-term control. Download a free copy of Dave's book at HolisticWealthStrategy.com and join the investor community for exclusive education, opportunities, and resources designed to accelerate your path to freedom. Ready to go deeper? Book a call to explore the Virtual Family Office or apply for the Mastermind to start building true generational wealth. Learn more: https://pantheoninvest.com/ Get Dave's Free Book: https://pantheoninvest.com/freebook

    16 min

  6. JAN 28

    From Collapse to Cash Confidence: Damion Lupo's Wealth Wisdom and Fulfillment Beyond Net Worth

    Today 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 Wolcott and Damion Lupo unpack the mindset and emotional intelligence needed for lasting wealth, diving into the differences between success and fulfillment. Damion Lupo shares how EQRP empowers individuals to break free from Wall Street dependency and take control of their investments, from real estate and precious metals to innovative assets like Bitcoin. Listeners get a behind-the-scenes look at Damion Lupo's latest venture, Frame Tech—a construction technology company on a mission to solve the housing crisis through speed and innovation. The conversation highlights how patience, visionary planning, and purposeful work create not just wealth, but a deeply meaningful life. In this episode, we discuss: Damion Lupo's journey from loss to transformation and financial freedom The power of mindset, emotional intelligence, and long-term vision in wealth building How EQRP works and strategies for self-directed investing Innovation in housing and the importance of finding work that creates true fulfillment Learn more: https://pantheoninvest.com/episode207  Get Dave's Free Book: https://pantheoninvest.com/freebook

    42 min

  7. JAN 23

    The Hidden Psychology Behind Wealth Creation

    In 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 listeners recognize how their own relationship with money may be influencing their financial outcomes. Drawing from real-world experiences and mindset research, he highlights how understanding your emotional connection to money allows you to take control of earning, spending, saving, and investing decisions. When you shift your money story, you unlock the ability to grow wealth intentionally—starting with small, consistent mindset changes that compound over time. Download a free copy of Dave's book at HolisticWealthStrategy.com and join the investor community for exclusive education, opportunities, and resources to accelerate your path to financial freedom. Ready to go deeper? Book a call to explore the Virtual Family Office or apply for the Mastermind to build true generational wealth. Learn more: https://pantheoninvest.com/ Get Dave's Free Book: https://pantheoninvest.com/freebook

    6 min

  8. JAN 21

    Passive Income Strategies: How to Profit from Distressed Mortgage Debt

    Today'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 Wolcott dives deep with Scott Carson to break down the world of note investing in a simple, actionable way. Whether you're seeking passive income, exploring new investment strategies, or just curious about how banks, hedge funds, and investors handle mortgage debt, this episode offers a clear roadmap. Scott shares not only the mechanics of the note business but also candid lessons learned, the importance of taking action, and how to sidestep common pitfalls. Listeners will discover that you don't need millions to get started, that education and careful due diligence are key, and that note investing can be tailored for either passive cash flow or more active wealth creation. Scott's passion for helping others learn and succeed shines through, making this episode a must for anyone interested in alternative investments and financial freedom. In this episode, we discuss: The basics of note investing and how the business works Differences between residential and commercial notes Active vs. passive note investment strategies Key risks, due diligence, and tips for getting started Learn more: https://pantheoninvest.com/episode206   Get Dave's Free Book: https://pantheoninvest.com/freebook

    39 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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