Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
  • 5.0 (104)
  • Investing
  • Updated Weekly

Wealth Strategy Secrets of the Ultra-Wealthy is a top-ranked investing podcast for entrepreneurs, accredited investors, and high-income professionals who want to build wealth beyond Wall Street. Hosted by Dave Wolcott—Founder of Pantheon Investments and author of The Holistic Wealth Strategy—this show reveals how the ultra-wealthy and family offices actually invest, reduce taxes, and create long-term financial freedom. Each episode uncovers advanced wealth strategies including: private market investing, passive income, private credit, real estate syndications, tax optimization, asset protection, infinite banking, and alternative investments. You'll hear from top investors, family office leaders, tax strategists, and elite performers sharing real-world insights, frameworks, and opportunities rarely discussed in traditional financial planning. If you're looking to move beyond stocks and bonds, increase cash flow, lower your tax burden, and build a true wealth strategy—this podcast is your blueprint. Start building your personalized wealth strategy today: Get access to Dave's free Contrarian Wealth Masterclass and join the Private Capital Network at: https://contrarianwealthbuilder.com

  1. 1d ago

    Portfolio Diversification: How to Build Wealth Beyond the Stock Market

    Most investors think they're diversified because they own different stocks, funds, and bonds—but their wealth may still be heavily tied to the same market conditions. In this solo episode, Dave Wolcott breaks down what true diversification looks like through a family office lens. He explains how alternative investments, liquidity, tax efficiency, time horizon, and your personal expertise can help shape a more intentional portfolio—and introduces a simple investment pyramid for thinking strategically about asset allocation. What You'll Learn Why owning different types of equities doesn't necessarily create true diversification How family offices diversify across non-correlated asset classes and invest in areas they understand How to use an investment pyramid to balance liquidity, risk, passive income, tax efficiency, and growth True diversification looks beyond traditional markets toward different asset classes—including real estate, private equity, businesses, commodities, precious metals, fixed income, and other alternatives. But diversification shouldn't mean investing in everything. Dave emphasizes the principle of investing in what you understand and aligning each allocation with the purpose of your capital—whether that's liquidity, financial freedom, tax efficiency, long-term growth, or legacy. This episode covers portfolio diversification, alternative investments, wealth strategy, asset allocation, family office investing, passive income, tax-efficient investing, financial freedom, liquidity, real estate investing, private equity, risk management, accredited investors, and generational wealth. Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/  Get Dave's Free Book: https://pantheoninvest.com/freebook  Reserve Your Seat: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

  2. 3d ago

    Family Office Investing: Build a Wealth System as Powerful as Your Business (With M.C. Laubscher)

    Successful entrepreneurs build sophisticated systems to run their businesses—but many have no operating system for managing their family's wealth. In this episode, Dave Wolcott sits down with M.C. Laubscher to explore the ideas behind his new book, The Family Office for Business Owners. They discuss how entrepreneurs can apply family office principles to coordinate advisors, protect wealth, establish investment guardrails, create generational governance, and build a family wealth system designed to last. What You'll Learn How to build a family wealth operating system instead of relying on disconnected financial advisors The five pillars family offices use to protect, manage, and transfer wealth across generations Why architecture, coordination, and governance can matter more than simply chasing higher investment returns M.C. Laubscher is an entrepreneur, investor, founder of Producers Wealth, and author of Get Wealthy for Sure and The Family Office for Business Owners. After nearly two decades studying, consulting with, and learning from family offices, M.C. developed a framework designed to help business owners build a family wealth system with the same intentionality they bring to their businesses. This episode covers family office investing, wealth strategy, generational wealth, financial freedom, alternative investments, family governance, investment policy statements, risk management, tax strategy, asset management, entrepreneurship, passive income, and wealth building strategies for business owners and accredited investors. Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/episode236  Get Dave's Free Book: https://pantheoninvest.com/freebook  Reserve Your Seat: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

  3. Aug 14

    Wealth Strategy: How to Build an Investment Policy for Financial Freedom

    A strong investment portfolio isn't just about choosing the right investments—it's about having a clear framework for how every dollar supports your goals. In this solo episode, Pantheon breaks down how an Investment Policy Statement (IPS) can help investors align their portfolio with lifestyle, legacy, philanthropy, liquidity, risk tolerance, and long-term wealth objectives. You'll also learn how family office investors use liquidity tiers, portfolio rebalancing, and disciplined governance to make more intentional capital allocation decisions. What You'll Learn How to create an Investment Policy Statement around your family's goals, risk tolerance, and time horizon How three liquidity tiers can balance immediate cash needs with long-term investment opportunities Why monitoring, rebalancing, and portfolio guardrails are essential for managing wealth across market cycles An Investment Policy Statement is designed to be a living roadmap for your wealth—not a document you create once and forget. It defines why you're investing, who makes decisions, how much risk you're comfortable taking, how capital should be allocated, and when the portfolio needs to be reviewed or rebalanced. This episode covers wealth strategy, family office investing, portfolio allocation, alternative investments, liquidity management, investment policy statements, portfolio diversification, private equity, private credit, real estate investing, risk management, financial freedom, accredited investors, and generational wealth. Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/  Get Dave's Free Book: https://pantheoninvest.com/freebook  Reserve Your Seat: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

  4. Aug 12

    Wealth Strategy: How Better Decision-Making Creates Better Investment Outcomes (With Annie Duke)

    Successful investing isn't about predicting the future—it's about making better decisions when the future is uncertain. In this episode, Dave Wolcott sits down with former World Series of Poker champion, bestselling author, and decision-making expert Annie Duke to explore how investors, entrepreneurs, and business leaders can improve their judgment, embrace uncertainty, and avoid the cognitive biases that often lead to costly financial mistakes. What You'll Learn How embracing uncertainty leads to better investment and business decisions Why cognitive biases and emotions often cause investors to make poor financial choices How creating decision frameworks and guardrails improves long-term wealth outcomes Annie Duke is a former World Series of Poker champion, bestselling author of Thinking in Bets, Quit, and How to Decide, and one of the world's leading experts on decision-making under uncertainty. Drawing on her background in cognitive psychology and professional poker, she advises investors, executives, and organizations on improving judgment, managing risk, and making higher-quality decisions. Annie explains why successful investors should focus on the quality of their decisions rather than short-term outcomes, recognizing that luck and uncertainty are always part of investing. She also shares practical tools—including mental time travel, stop-loss rules, and structured decision guardrails—to help investors avoid emotional reactions, continuously update their beliefs as new information emerges, and make more rational long-term investment decisions. This episode covers wealth strategy, decision-making, investing under uncertainty, risk management, behavioral finance, cognitive biases, alternative investments, portfolio management, investment policy statements, financial freedom, accredited investors, and long-term wealth building. Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/episode35  Get Dave's Free Book: https://pantheoninvest.com/freebook  Reserve Your Seat: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

  5. Aug 7

    Passive Income Strategies: Why High-Income Earners Still Don't Feel Wealthy

    Many entrepreneurs and professionals look wealthy on paper—but still don't feel financially free. In this solo episode, Dave Wolcott explains why traditional financial planning often leaves high-income earners feeling trapped despite growing net worth. He shares why building passive income, diversifying beyond your business, and creating an integrated wealth system can help you achieve financial freedom long before traditional retirement age. What You'll Learn Why passive income is a more meaningful measure of wealth than net worth alone How overconcentration in your business or career can limit financial freedom The importance of building an integrated wealth strategy that combines cash flow, tax efficiency, liquidity, and risk management Dave challenges the traditional retirement model by arguing that true wealth isn't measured by how much you accumulate by age 65—it's measured by how much passive income you generate today. He explains how high-income entrepreneurs can reduce concentration risk, improve liquidity, diversify into alternative investments, and create multiple streams of passive income that provide freedom while they're still building their careers. This episode covers passive income, wealth strategy, financial freedom, alternative investments, cash flow, portfolio diversification, tax strategy, liquidity management, entrepreneurship, accredited investors, family office investing, and long-term wealth building. Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/  Get Dave's Free Book: https://pantheoninvest.com/freebook  Reserve Your Seat: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

  6. Aug 5

    Tax Planning for Entrepreneurs: Strategies to Keep More of Your Wealth (With Mike Jesowshek)

    The biggest wealth leak for entrepreneurs isn't bad investing—it's overpaying taxes. In this episode, Dave Wolcott sits down with CPA, entrepreneur, and tax strategist Mike Jesowshek to uncover why proactive tax planning is one of the highest-return investments any business owner can make. While most entrepreneurs focus on increasing investment returns, Mike explains why reducing taxes can often generate an even greater compounding effect over time. Together, they break down the critical difference between tax preparation and tax planning, why most CPAs aren't actually providing strategic tax advice, and how business owners can begin building a more tax-efficient wealth strategy. What You'll Learn The difference between tax preparation and proactive tax planning The foundational tax strategies every entrepreneur should implement before pursuing advanced strategies How sophisticated investors combine tax efficiency with long-term wealth creation Mike Jesowshek is a CPA, entrepreneur, bestselling author, founder of TaxElm, and host of the Small Business Tax Savings Podcast. With more than 15 years of experience, Mike specializes in proactive tax planning, helping thousands of entrepreneurs legally reduce taxes while building stronger long-term wealth strategies. Most entrepreneurs focus on growing revenue but overlook one of the fastest ways to accelerate wealth: keeping more of what they already earn. A well-designed tax strategy doesn't simply reduce today's tax bill—it creates additional capital that can be reinvested into cash-flowing assets, alternative investments, and long-term compounding opportunities. By combining proactive planning with thoughtful investment decisions, business owners can increase liquidity, reduce unnecessary tax exposure, and create a more resilient wealth-building system. This episode covers tax planning, tax strategy, business tax savings, wealth strategy, CPA advice, proactive tax planning, S corporations, entity structure, alternative investments, oil and gas investing, cost segregation, short-term rentals, passive income, family office investing, accredited investors, entrepreneurship, and generational wealth. Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/episode234  Get Dave's Free Book: https://pantheoninvest.com/freebook  Reserve Your Seat: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

  7. Jul 31

    Portfolio Allocation: How Family Offices Build Resilient Wealth (With Michael Alexander)

    Most investors react emotionally when markets become volatile. Family offices don't. In this episode, we have Pantheon's Director of Alternative Investments, Portfolio & Capital Markets, Michael Alexander, for a behind-the-scenes look at how sophisticated investors build resilient portfolios. They break down the Investment Policy Statement (IPS), the endowment investing model used by institutions like Yale and Harvard, and why disciplined portfolio construction often outperforms emotional decision-making. What You'll Learn Why every serious investor should have an Investment Policy Statement (IPS) How the endowment model uses alternative investments to build long-term wealth How disciplined portfolio governance helps investors avoid costly emotional decisions during market volatility Michael Alexander is Pantheon Investments' Director of Alternative Investments, Portfolio & Capital Markets. With more than two decades of experience advising family offices, institutional investors, and high-net-worth families, he specializes in portfolio construction, manager due diligence, private markets, and alternative investment strategies designed for long-term wealth preservation and growth. This episode covers portfolio allocation, family office investing, alternative investments, wealth strategy, investment policy statements, institutional investing, private equity, private credit, real assets, portfolio diversification, risk management, accredited investors, and long-term wealth building. Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/  Get Dave's Free Book: https://pantheoninvest.com/freebook  Reserve Your Seat: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

  8. Jul 29

    Entrepreneurship: How to Build a Business That Creates Financial Freedom (With Jason Wojo)

    Many entrepreneurs start a business to create freedom—only to find themselves working more than ever. In this episode, Dave Wolcott sits down with entrepreneur, bestselling author, and Lifionaire founder Jason Wojo to discuss how business owners can stop trading time for money, build companies that operate without them, and intentionally design a life centered around freedom, relationships, health, and purpose. What You'll Learn How to shift from being trapped in your business to becoming a true business owner Why creating a clear personal vision should come before building your business Practical frameworks for scaling your business while reclaiming your time, energy, and freedom Jason Wojo is a serial entrepreneur, bestselling author of Business for Life, founder of Lifionaire, and business coach who has helped thousands of entrepreneurs build profitable businesses without sacrificing their health, family, or personal fulfillment. His mission is helping business owners create businesses that support the life they truly want—not the other way around. Jason introduces his Freedom Formula for designing a life-first business, emphasizing that success begins with creating a clear personal vision before scaling a company. He also shares the SEAD Framework—Strategy, Elimination, Automation, and Delegation—to help entrepreneurs escape the operator mindset, reclaim their time, and build businesses that continue generating value without requiring their constant involvement. This episode covers entrepreneurship, wealth strategy, business strategy, financial freedom, passive income, cash flow, business systems, leadership, mindset, work-life balance, business automation, alternative investing, and wealth building strategies for entrepreneurs. Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/episode232  Get Dave's Free Book: https://pantheoninvest.com/freebook  Reserve Your Seat: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

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5
out of 5
104 Ratings

About

Wealth Strategy Secrets of the Ultra-Wealthy is a top-ranked investing podcast for entrepreneurs, accredited investors, and high-income professionals who want to build wealth beyond Wall Street. Hosted by Dave Wolcott—Founder of Pantheon Investments and author of The Holistic Wealth Strategy—this show reveals how the ultra-wealthy and family offices actually invest, reduce taxes, and create long-term financial freedom. Each episode uncovers advanced wealth strategies including: private market investing, passive income, private credit, real estate syndications, tax optimization, asset protection, infinite banking, and alternative investments. You'll hear from top investors, family office leaders, tax strategists, and elite performers sharing real-world insights, frameworks, and opportunities rarely discussed in traditional financial planning. If you're looking to move beyond stocks and bonds, increase cash flow, lower your tax burden, and build a true wealth strategy—this podcast is your blueprint. Start building your personalized wealth strategy today: Get access to Dave's free Contrarian Wealth Masterclass and join the Private Capital Network at: https://contrarianwealthbuilder.com

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