Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
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Wealth Strategy Secrets of the Ultra Wealthy 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. HACE 6 DÍAS

    Aligning with Personal Values: Achieving TRUE Financial Independence

    Today we have an extraordinary guest joining us, Krisstina Wise. Krisstina is a multimillion-dollar entrepreneur and a thought-leader in redefining the concept of wealth. With a journey that began in a challenging upbringing, Krisstina's story is one of resilience, growth, and profound transformation. Krisstina started life in a trailer park with alcoholic parents, but she dreamed of a different future and worked tirelessly to achieve financial success. She made her mark in real estate, becoming a top agent and accumulating significant income. Despite this success, Krisstina faced a life-altering event that reshaped her approach to wealth. In this enlightening episode, Krisstina shares her personal and professional journey that led to her redefining wealth beyond mere financial metrics. In 2013, a health crisis prompted her to reevaluate her values and life purpose, leading her to focus on meaningful and fulfilling wealth rather than external validation. A key aspect of Krisstina's message is the importance of self-awareness and clarity in aligning life's journey with personal values. She discusses how unresolved childhood traumas can affect financial behaviors and the significance of moving from a mindset of accumulation to one of distribution and giving. One of the highlights is Krisstina's "DASH Method" for financial planning, offering a practical blueprint for achieving financial sovereignty. In this episode, we discuss: Krisstina's journey from a challenging upbringing to financial success The DASH Method for financial planning The transition from wealth accumulation to distribution and giving The importance of self-awareness and clarity in financial and personal fulfillment Learn more: https://pantheoninvest.com/episode144

    51 min

  2. 30 OCT

    Functional Medicine EXPERT Reveals Ultimate Health and Longevity Secrets | Sachin Patel

    Today 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. This episode is brimming with vital information, from breathwork techniques that can help shift your state from stress to relaxation, to the transformative power of spending more time outdoors. With their combined knowledge, Dave and Sachin present a compelling case for taking control of your health destiny through preventative and data-driven approaches. In this compelling episode, we talked about: The transformative benefits of breath work and specific techniques like the 4-7-8 method Why functional medicine is crucial for identifying and addressing potential health issues before they become severe The significance of proactive health management akin to financial planning The enormous health benefits of spending more time outdoors and aligning with natural circadian rhythms Tune in for an episode that could very well change how you approach your health and wellness. Click here to learn more: https://pantheoninvest.com/episode143

    49 min

  3. 23 OCT

    Tax Deductions and Real Estate: Pro Tips for Entrepreneurs and Investors

    Today, we have Mark Perlberg, a CPA, Certified Tax Planner and founder of a Prosper CPA joining us to delve into the intricacies of leveraging tax strategies for growing and safeguarding wealth. Mark is a seasoned tax strategist with unparalleled expertise in helping high-income individuals and business owners maximize their tax savings and investment returns. In this episode, Mark unpacks a variety of sophisticated tax strategies that go beyond the standard deductions. With a focus on proactive tax planning, he illustrates how understanding and implementing advanced tactics can substantially minimize tax liabilities and unlock additional capital for reinvestment.   Mark emphasizes the rarity of proactive planners in the CPA world, noting that less than 5% of CPAs engage in such forward-thinking strategies. He shares his wealth of knowledge on how strategic tax planning can become an invaluable investment, yielding returns that far exceed traditional investments by potentially 5 to 10 times.   Listeners will learn how to optimize their tax outcomes by aligning losses and income strategically, and hear captivating case studies illustrating real-world applications of these strategies, including a remarkable scenario where taxes on a $16 million transaction were eliminated.   Join us as Mark Perlberg provides actionable insights that can transform your approach to tax planning and wealth growth.    In this episode, we discuss: 1. Charitable tax deductions and solar tax strategies 2. Effective planning and timing for tax efficiency 3. Evaluating investments based on tax benefits and returns 4. The impact of proper tax planning on long-term wealth building Click here to learn more: https://pantheoninvest.com/episode141

    40 min

  4. 16 OCT

    Mastering Estate Planning: Core Values, Asset Protection, and Family Involvement

    Today’s guest is Andrew Howell, he is the co-founder and managing partner of York Howell, a firm recognized as one of Utah's top workplaces, specializing in estate planning, asset protection, and business structuring. With over 21 years of experience, Andrew’s expertise shines as he shares invaluable insights into the world of wealth transfer and financial security.  Inspired by his grandfather, a Harvard Law graduate and noted estate planner, Andrew advocates for a personalized, value-driven approach that underscores the importance of strong core values. Andrew explains how his firm utilizes unique tools like COREnology to align family values and priorities, creating a framework for multi-generational wealth transfer that goes beyond financial assets to include legacy and core values. In this enlightening episode, Andrew delves deep into essential estate planning strategies including asset protection, engaging family members in financial discussions, and understanding and aligning family values for enduring wealth preservation. He demystifies complex terms and offers practical advice for listeners ranging from young adults to high net worth individuals. In this episode, we discuss: 1. The importance of hiring advisors and scheduling regular meetings. 2. Creating family gratitude and effectively involving family in financial discussions. 3. Asset protection strategies including the use of LLCs and trusts. 4. Aligning family values and priorities with tools like COREnology for a lasting legacy. Click here to learn more:  https://pantheoninvest.com/episode141

    52 min

  5. 9 OCT

    Financial Freedom through Crypto: Essential Knowledge and Tools

    Today we have an extraordinary episode featuring remarkable guests, including Dane Bollwinkel and Corey Geary. Corey shares his compelling journey from losing his life savings to bouncing back through education and perseverance in the world of wholesaling and cryptocurrency. His story sets the stage for a deep dive into the volatile yet rewarding landscape of crypto investments. Dane Bollwinkel, an accomplished entrepreneur who transitioned from a corporate job to a thriving career in real estate and cryptocurrency, joins us. He brings his wealth of knowledge on stablecoins, their role in mitigating crypto volatility, and their potential for high returns. Corey Geary, who overcame addiction through real estate and subsequently found financial freedom through crypto, adds a poignant layer to our discussion, highlighting the transformative power of these investment strategies. Together, we navigate through the necessity of understanding market cycles, drawing parallels with Warren Buffett’s investment principles, and emphasizing self-awareness and passion over chasing quick profits. The episode also sheds light on managing risk, the rising importance of decentralized finance (DeFi), and the growing impact of central bank digital currencies (CBDCs). This episode aims to equip you with a foundational understanding of cryptocurrency, ways to mitigate risk, and strategies for generating passive income through decentralized platforms. In this episode, we discuss: 1. Corey’s recovery journey through wholesaling and crypto investments. 2. The importance of education and understanding market cycles. 3. The role of stablecoins in reducing volatility and generating returns. 4. Strategies for managing risk and exploring decentralized finance (DeFi). Learn more: https://pantheoninvest.com/episode140

    52 min

  6. 2 OCT

    From Tiger Woods to Richard Branson: How Dr. Jeff Spencer Shapes Champions

    Today 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 path. Jeff shares how his first mentor, a three-time Olympian cycling coach, taught him that winning is a learned skill, while his second and third mentors nurtured his creativity and resilience, respectively. A key takeaway from this conversation is Jeff's emphasis on the Champion's Blueprint, a framework of five core competencies that translate historical patterns into actionable insights for optimal performance. Jeff and Dave discuss the importance of balance in all aspects of life to achieve true championship, which involves harmonizing different dimensions such as health, relationships, and wealth. In this episode, we talked about: - Jeff Spencer's incredible journey and mentorship  - The Champion's Blueprint and its five core competencies - Balancing various life dimensions for peak performance - The importance of proactive health and relationship management for long-term success Click here to learn more: https://pantheoninvest.com/episode139

    1 h

  7. 25 SEPT

    Unveiling Infinite Banking: Turning Life Insurance into a Wealth Engine

    In today’s episode, we have a special returning guest, M.C. Laubscher is a visionary entrepreneur, investor, and best-selling author committed to revolutionizing the financial landscape for business owners. As the founder of Producers Wealth, M.C. is focused on reshaping how individuals build and sustain wealth across the U.S. His educational platform, Cashflow Ninja, has impacted the financial futures of over 7 million people globally. With a portfolio that spans renowned podcasts, books, and thought leadership, M.C. is a sought-after expert in financial independence and legacy creation. In this enlightening episode, MC delves into the importance of integrating life insurance as a stable and predictable asset class within your portfolio. Through practical examples and personal insights, MC reveals how the ultra-wealthy leverage life insurance for tax-efficient growth and financial stability. Additionally, MC explores the infinite banking strategy, showcasing its versatility and unprecedented benefits in capital growth and financial security. They also address the unique challenges business owners face in capital allocation and provide actionable advice to mitigate risks and maximize growth. In this episode, we discuss: The role of life insurance in tax strategy and financial security Using life insurance as a stable and predictable asset class The advantages and application of infinite banking Effective capital allocation for business owners Learn more here: https://pantheoninvest.com/episode138

    42 min

  8. 18 SEPT

    Unlocking Financial Freedom: Holistic Wealth Strategies for High-Net-Worth Investors

    Welcome to another episode of Wealth Strategy Secrets of the Ultra Wealthy, today I am honored to bring you a conversation that dives deep into the core of holistic wealth-building strategies. Joining me are Josh McCallen and John Edwin, as we explore the pillars of success that can help you achieve financial freedom and stability. In this episode, I share the transformative insights I've gained over the years, from investing in alternative assets like oil, gas, and real estate, to founding Pantheon Investments. You will also learn about my bestselling book, "The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life," which distills these experiences into actionable strategies. Join us as we go beyond the numbers and delve into holistic strategies that encompass financial, intellectual, human, social, and emotional capital. Learn how you can achieve unprecedented freedom to live an extraordinary life. Don't miss this opportunity to elevate your wealth-building journey. To access more insights and exclusive resources, visit pantheoninvest.com and get your free copy of my book at holisticwealthstrategy.com. Thank you for tuning in and let’s unlock the secrets to building legacy wealth together! In this episode, we talked about: My transition from the Marine Corps to discovering alternative investments Core principles of the Holistic Wealth Strategy that can guide you towards financial freedom Innovative investment methods, such as infinite banking, that provide financial resilience The Virtual Family Office concept, designed to offer high-net-worth services at accessible levels Click here to learn more: https://pantheoninvest.com/episode137

    31 min
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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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