Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
  • 4.9 (106)
  • 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. 12h ago

    Tax Strategy for Entrepreneurs: How to Keep More Wealth (With Julio Gonzalez)

    What if one of the biggest threats to your wealth isn't market volatility, but the taxes you're unnecessarily paying? In this episode, Dave Wolcott sits down with Julio Gonzalez, founder and CEO of Engineered Tax Services, to explore how entrepreneurs and investors can move beyond traditional tax preparation and build a more proactive tax strategy. They discuss cost segregation, bonus depreciation, tax credits, business investments, and liquidity events—and how coordinating the right specialists can help preserve capital and support long-term wealth creation. What You'll Learn Why proactive tax planning can create more opportunities than simply preparing your taxes at year-end How strategies such as cost segregation, bonus depreciation, and tax credits may help eligible business owners and investors reduce their tax liabilities How coordinated tax planning and investment decisions can help turn retained capital into assets that generate cash flow and build wealth Julio Gonzalez is the founder and CEO of Engineered Tax Services, a firm that works with accounting professionals, business owners, investors, and family offices to identify tax-planning opportunities. With more than 25 years of experience, Julio has worked alongside accounting firms, tax attorneys, and engineers on cost segregation, research and development tax credits, energy incentives, and other tax strategies. He also discusses his experience contributing to federal tax policy and tax reform efforts in Washington, D.C. This episode covers tax strategy, proactive tax planning, tax efficiency, tax strategies for entrepreneurs, high-income earners, cost segregation, bonus depreciation, real estate tax benefits, business tax deductions, R&D tax credits, tax incentives, liquidity events, business exit planning, Opportunity Zones, wealth preservation, alternative investments, cash flow, family office tax strategy, tax-law specialists, and generational wealth. Holistic Wealth Blueprint: https://holisticwealthstrategy.com/wealthblueprint  Watch the Complimentary Masterclass here: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/   Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/episode244  Get Dave's Free Book: https://pantheoninvest.com/freebook

  2. 5d ago

    Family Office Strategy: Turn a Complex Portfolio Into a Wealth System

    You can have a growing net worth, multiple investments, and a team of advisors—and still feel like you're not getting any closer to financial freedom. In this special solo episode, Dave Wolcott explores why successful investors often reach a point where accumulating more assets creates more complexity instead of more freedom. From disconnected investments and reactive tax planning to liquidity gaps and siloed advisors, Dave explains how family office thinking can transform a collection of financial products into an integrated wealth operating system designed around your goals. What You'll Learn Why a growing net worth doesn't necessarily translate into greater passive income or financial freedom How disconnected investments, tax strategies, liquidity, protection, and advisors can create hidden friction How family office principles can help turn a fragmented portfolio into one coordinated wealth system This episode covers wealth strategy, family office investing, virtual family office, financial freedom, passive income, portfolio management, alternative investments, portfolio diversification, tax strategy, liquidity management, asset protection, risk management, advisor coordination, investment policy statements, family constitutions, wealth operating systems, portfolio complexity, wealth friction, and generational wealth. Holistic Wealth Blueprint: https://holisticwealthstrategy.com/wealthblueprint  Watch the Complimentary Masterclass here: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/   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

  3. Oct 2

    AI Strategy: How Entrepreneurs Can Make Smarter Decisions With AI (With Tom Lambotte)

    Most entrepreneurs are asking the wrong question about AI. Instead of constantly searching for the newest tool or latest feature, the bigger opportunity may be learning how to use AI to think better. In this episode, Dave Wolcott sits down with Tom Lambotte of AI Simplifier to explore a more strategic approach to artificial intelligence. Tom explains why mastering AI is less about which platform you use and more about your ability to ask better questions, uncover hidden blind spots, and access perspectives you may never have considered on your own. He also introduces his "Three Circles of Knowledge" and 3-2-1 Clarity Method for turning AI into a practical thinking partner for entrepreneurs. What You'll Learn Why learning how to leverage AI matters more than constantly chasing the newest tools and features How AI can help entrepreneurs explore the things they "don't know they don't know" How the 3-2-1 Clarity Method uses expert perspectives and strategic questions to approach complex challenges Tom Lambotte is the founder of AI Simplifier, where he focuses on helping entrepreneurs and teams develop their AI thinking capabilities rather than simply teaching individual tools and features. His approach has been tested with hundreds of team members and is designed to help users multiply their existing strengths through AI. This episode covers artificial intelligence, AI strategy, AI for entrepreneurs, AI thinking, business strategy, entrepreneurial decision-making, strategic thinking, business problem solving, AI productivity, AI prompting, blind spots, Three Circles of Knowledge, 3-2-1 Clarity Method, expert perspectives, entrepreneurship, business growth, and using AI as a strategic thinking partner. Holistic Wealth Blueprint: https://holisticwealthstrategy.com/wealthblueprint  Watch the Complimentary Masterclass here: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/   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

  4. Sep 30

    Financial Freedom: How to Change Your Money Mindset and Build Wealth (With Lisa Smith)

    What if the biggest obstacle between you and financial freedom isn't your income—but the way you've been taught to think about money? In this episode, Dave Wolcott sits down with financial educator, investor, and entrepreneur Lisa Smith to explore how mindset, financial education, and intentional investing can reshape your wealth trajectory. Lisa shares how she went from feeling like she wasn't good with money to retiring at 45, why so many people unknowingly outsource responsibility for their financial future, and how entrepreneurs can create greater confidence by understanding their numbers and putting their money to work. What You'll Learn How subconscious beliefs about money can influence your ability to build wealth Why knowing your numbers and taking greater ownership of your finances can accelerate financial independence How Lisa approaches investing, market volatility, and cash-flow management with a long-term mindset Lisa Smith is a financial educator, investor, and entrepreneur who spent more than a decade teaching young adults about financial independence. After setting a goal inspired by a financial mentor, Lisa retired from full-time teaching at 45 and spent six years financially free before returning to help others improve their relationship with money and build wealth. This episode covers financial independence, financial freedom, money mindset, wealth strategy, financial education, investing, passive income, entrepreneurship, cash flow, abundance mindset, long-term investing, market volatility, financial empowerment, compound growth, liquidity, portfolio strategy, knowing your numbers, and building wealth outside the traditional retirement mindset. Holistic Wealth Blueprint: https://holisticwealthstrategy.com/wealthblueprint  Watch the Complimentary Masterclass here: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/   Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/episode242  Get Dave's Free Book: https://pantheoninvest.com/freebook

  5. Sep 30

    Financial Freedom: How to Change Your Money Mindset and Build Wealth (With Lisa Smith)

    What if the biggest obstacle between you and financial freedom isn't your income—but the way you've been taught to think about money? In this episode, Dave Wolcott sits down with financial educator, investor, and entrepreneur Lisa Smith to explore how mindset, financial education, and intentional investing can reshape your wealth trajectory. Lisa shares how she went from feeling like she wasn't good with money to retiring at 45, why so many people unknowingly outsource responsibility for their financial future, and how entrepreneurs can create greater confidence by understanding their numbers and putting their money to work. What You'll Learn How subconscious beliefs about money can influence your ability to build wealth Why knowing your numbers and taking greater ownership of your finances can accelerate financial independence How Lisa approaches investing, market volatility, and cash-flow management with a long-term mindset Lisa Smith is a financial educator, investor, and entrepreneur who spent more than a decade teaching young adults about financial independence. After setting a goal inspired by a financial mentor, Lisa retired from full-time teaching at 45 and spent six years financially free before returning to help others improve their relationship with money and build wealth. This episode covers financial independence, financial freedom, money mindset, wealth strategy, financial education, investing, passive income, entrepreneurship, cash flow, abundance mindset, long-term investing, market volatility, financial empowerment, compound growth, liquidity, portfolio strategy, knowing your numbers, and building wealth outside the traditional retirement mindset. Holistic Wealth Blueprint: https://holisticwealthstrategy.com/wealthblueprint  Watch the Complimentary Masterclass here: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/   Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/episode242  Get Dave's Free Book: https://pantheoninvest.com/freebook

  6. Sep 25

    Family Office Investing: How to Build Wealth Beyond Traditional Markets

    Building wealth isn't simply about finding the next great investment. It's about creating a coordinated strategy where your investments, taxes, liquidity, risk management, and advisors work together toward the life you actually want. In this episode, Dave Wolcott shares how Pantheon approaches the fractional family office model, why true wealth extends beyond financial capital, and how investors can gain greater clarity across increasingly complex portfolios. He also explores Pantheon's focus on real estate, energy and infrastructure, and private credit—and why understanding long-term macroeconomic trends can be more valuable than chasing the latest investment trend. What You'll Learn How a fractional family office can coordinate investments, taxes, liquidity, risk management, and advisors around a larger wealth strategy Why diversification beyond a business or traditional public markets can help investors think more intentionally about portfolio risk Why Dave focuses on real estate, energy and infrastructure, and private credit when evaluating alternative investments This episode covers family office investing, alternative investments, wealth strategy, financial freedom, portfolio diversification, private credit, real estate investing, energy investing, infrastructure investing, oil and gas, passive income, tax strategy, liquidity management, risk management, private markets, AI portfolio analytics, holistic wealth, and generational wealth. Holistic Wealth Blueprint: https://holisticwealthstrategy.com/wealthblueprint  Watch the Complimentary Masterclass here: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/   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

  7. Sep 23

    Wealth Strategy: Why Your Health Is Your Most Important Asset (With Dr. Gapin)

    What's the point of building extraordinary wealth if you don't have the health, energy, and longevity to enjoy it? In this episode, Dave Wolcott is joined by Dr. Gapin to explore why physical health should be treated with the same strategic thinking we apply to investing and wealth creation. Drawing from his own transformation from an overworked surgeon to a performance-focused physician, Dr. Gapin explains how hidden health blind spots can affect energy, focus, recovery, body composition, and long-term performance—and why high performers need a more personalized, data-driven approach to their health. What You'll Learn Why high performers can have hidden health blind spots even when they look and feel "fine" How the Signal, Noise, and Resilience framework can help identify factors affecting energy, recovery, and performance Why Dr. Gapin uses a Test, Design, Track approach to create more personalized health strategies Dr. Gapin is a board-certified, fellowship-trained physician and founder of Peak Launch, a performance-based medical practice serving entrepreneurs, executives, professional athletes, and other high-performing leaders. After more than two decades in urology and surgery, his own health challenges led him to study areas including lifestyle medicine, epigenetics, hormones, functional medicine, and longevity. This episode covers health optimization, longevity, peak performance, holistic wealth, physical capital, entrepreneur health, executive performance, personalized health, hormone health, sleep optimization, stress management, recovery, nutrition, genetics, gut health, microbiome health, blood sugar, body composition, wearable technology, health tracking, and building the physical capacity to enjoy financial freedom. Holistic Wealth Blueprint: https://holisticwealthstrategy.com/wealthblueprint  Watch the Complimentary Masterclass here: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/   Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/episode241 Get Dave's Free Book: https://pantheoninvest.com/freebook

  8. Sep 18

    AI Investing: How Artificial Intelligence Is Reshaping Business and Finance

    Artificial intelligence isn't simply changing how companies operate—it's forcing investors to rethink which industries could be disrupted, which businesses may become more efficient, and where future opportunities could emerge. In this discussion, Dave Wolcott and his guests explore AI's growing impact across industries, with a particular focus on banking and financial services. From automating workflows and controlling labor costs to fintech, crypto payments, and the massive infrastructure behind global banking, the conversation highlights why investors need to look beyond the AI hype and understand how the technology could affect individual sectors. What You'll Learn How to think about AI disruption across different industries when evaluating investment opportunities Why AI could help large financial institutions increase volume without proportionally increasing headcount and operating costs How fintech, crypto, and AI could reshape parts of banking while established institutions continue providing critical financial infrastructure One of the biggest challenges for investors today is separating the excitement around AI from its actual economic impact. Different industries face very different levels of exposure, making it important to understand where AI can automate existing work, where it may change an industry's economics, and where demand for physical services could remain resilient. Where will AI reduce costs? Where will it improve scalability? Which parts of an industry are vulnerable to replacement? And which businesses could actually become stronger by integrating AI? The objective is to understand where the puck is going rather than reacting after the transformation has already taken place. This episode covers artificial intelligence, AI investing, investment strategy, wealth strategy, banking automation, financial services, fintech, cryptocurrency, payment infrastructure, AI agents, business efficiency, industry disruption, portfolio strategy, future investment trends, alternative investing, and how investors can evaluate opportunities in an AI-driven economy. Holistic Wealth Blueprint: https://holisticwealthstrategy.com/wealthblueprint  Watch the Complimentary Masterclass here: https://contrarianwealthbuilder.com/  Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/   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

See All (313)

4.9
out of 5
106 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

Information

You Might Also Like