Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
  • ٥٫٠ (٩٧)
  • استثمار
  • يتم التحديث أسبوعيًا

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. قبل ١٤ ساعة

    Infinite Banking: The Missing Liquidity Strategy Most Investors Ignore

    Most investors believe wealth is built by accumulating assets and waiting until retirement to enjoy them. But the ultra-wealthy play a very different game—one focused on control, liquidity, and velocity of capital. In this Deep Dive, Dave Wolcott breaks down why traditional accumulation strategies often fail high-earning investors and how a more holistic approach to wealth changes everything. Dave explains why over-concentration in real estate can quietly create risk, how Infinite Banking works when structured correctly, and why family offices have used this strategy for decades to improve cash flow, protect capital, and fund future investments without relying on banks. This episode pulls back the curtain on one of the most misunderstood wealth strategies—and shows how investors can regain control of their capital while accelerating long-term wealth. Learn how the ultra-wealthy think about capital—and how you can apply the same principles in your own portfolio. Download Dave's free book, The Holistic Wealth Strategy, at: https://holisticwealthstrategy.com

    ٨ من الدقائق

  2. قبل يومين

    Deferred Sales Trust Explained Strategies to Defer Taxes and Multiply Passive Income

    Today's episode features a powerhouse in the world of tax strategy and wealth building—Brett Swarts, CEO of Capital Gains Tax Solutions. As one of the nation's leading experts in advanced exit planning, Brett Swarts brings a wealth of knowledge on how entrepreneurs, business owners, and investors can dramatically reduce their tax burden during major liquidity events. If you're tired of feeling like the IRS is your largest beneficiary when selling highly appreciated assets, this episode is a must-listen. With a background in real estate, business brokerage, and a deep understanding of the tax code, Brett Swarts specializes in unveiling strategies that most advisors aren't even aware exist. He goes beyond traditional approaches like the 1031 exchange, introducing listeners to the Deferred Sales Trust—a game-changing tool that can preserve 20% to 50% more of your net proceeds. In this episode, Brett Swarts and the host break down exactly how the Deferred Sales Trust works, who it's best suited for, and how its flexible team-based approach makes it the "Netflix" to the traditional 1031 "Blockbuster." Whether you're planning to sell a business, real estate, crypto, or even collectibles, this conversation will open your eyes to tax-saving strategies that could shape your family's wealth for generations. In this episode, we discuss: The mechanics and benefits of the Deferred Sales Trust How to offset capital gains tax and retain more wealth at exit Key differences between DSTs, 1031 exchanges, and other strategies Building the right team and mindset for generational wealth preservation Learn more: https://pantheoninvest.com/episode201/   Get Dave's Free Book: https://holisticwealthstrategy.com/

    ٤١ من الدقائق

  3. ١٢ ديسمبر

    From Middle-Class Mindset to Ultra-Wealth Strategy

    In this episode of the Wealth Strategy Deep Dives solo series, Dave Wolcott sits down with Chris Larsen to share the personal turning point that pushed him beyond traditional financial advice and into the world of alternative investing. After serving in the Marine Corps, transitioning into tech, and suddenly becoming a father to triplets, Dave realized that "max out your 401(k)" wasn't a true wealth-building plan. This launched a 20-year journey exploring asset classes like real estate, oil & gas, private credit, and more—ultimately shaping the Holistic Wealth Strategy, a five-phase framework modeled after how the ultra-wealthy think, invest, and protect capital. Dave and Chris break down the phases of this strategy, beginning with vision and mindset, then elevating financial IQ, building a dream team of advisors, creating infrastructure for wealth protection, and ultimately building multiple streams of passive income. They discuss the multiplier effect of financial education, relationship capital, and whole life insurance as a powerful liquidity + protection tool used by family offices for generations. If you've ever wondered how to transition from retail investing to structured, generational wealth building—this conversation is your roadmap. Download Dave's book for free at HolisticWealthStrategy.com and get access to the investor community for exclusive education & opportunities. You can also book a call to explore the Virtual Family Office or apply for the mastermind to go deeper into building generational wealth.

    ١٠ من الدقائق

  4. ١٠ ديسمبر

    Wealth Beyond Numbers: Holistic Strategies for Fulfillment, Presence, and Purpose

    Today's episode features a truly transformative conversation with Ani Manian, an entrepreneur, master coach, and the aptly named "Mind Whisperer." Ani brings a unique and profound perspective to the Wealth Strategy Secrets of the Ultra Wealthy podcast, challenging listeners to rethink everything they know about wealth. With a background spanning from working with billionaires to overcoming a childhood marked by extreme scarcity, Ani offers insights that go far beyond dollars and passive income. Host Dave Wolcott welcomes Ani to share his journey and unpack what it really means to be wealthy—shifting the focus away from mere numbers and traditional financial goals. Ani delves into what he sees as the true architecture of wealth: a state of being that combines full ease and deep aliveness in the present moment. He reveals how childhood experiences, our nervous systems, and the stories we carry deeply shape our behaviors around money and fulfillment. Throughout the episode, Ani and Dave go deep into actionable ways listeners can begin to cultivate a sense of internal wealth, regardless of external circumstances. They emphasize that true wealth is available to everyone right now, and reframing your relationship with time, energy, and identity is the real key to sustainable prosperity. In this episode, we discuss: Ani's powerful redefinition of wealth as a state of ease and aliveness How early life experiences and trauma shape our financial behaviors The pitfalls of chasing wealth in the future versus embracing it now Actionable steps to experience true wealth by cultivating gratitude in the present moment Learn more: https://pantheoninvest.com/episode198   Get Dave's Free Book: https://holisticwealthstrategy.com/

    ٥٥ من الدقائق

  5. ٥ ديسمبر

    From Investor to Wealth Architect: Your Next Level

    In this episode, Dave Wolcott breaks down the framework inside the Holistic Wealth Strategy and explains why wealth acceleration isn't just about investing—it's about having the right team behind you. Dave shares his early journey as an LP investor across real estate, private credit, energy, and alternative assets, and how two decades of experience led him to build a blueprint inspired by how the top 1% manage wealth. He introduces the 5 phases of the Holistic Wealth Strategy: mindset, financial IQ, building your dream team, asset repositioning, and finally, creating powerful passive income streams. Dave also highlights why most investors plateau—not because of lack of opportunity, but lack of infrastructure, strategy, and guidance. He explains why wealth needs protection, proactive tax planning, and advisors who specialize in alternative investments—not generic financial planning. You'll learn how to assemble your own wealth "Dream Team," avoid blind spots, simplify complexity, and navigate toward a 100-year wealth plan with clarity and confidence. Download Dave's book for free at HolisticWealthStrategy.com and get access to the investor community for exclusive education & opportunities. You can also book a call to explore the Virtual Family Office or apply for the mastermind to go deeper into building generational wealth.

    ٩ من الدقائق

  6. ٣ ديسمبر

    Why Legacy Wealth Fails and How to Create Lasting Impact for Your Family

    Today, we have a truly inspiring guest joining us, Barry Garapedian. Barry is a 39-year Wall Street veteran and founder of Mag7 Consultants, and he's made it his mission to empower the next generation of leaders. With decades of experience in family governance, coaching heirs, and guiding young minds, Barry has distilled what he calls the "16 attributes of high performance"—essential skills, habits, and values that go far beyond what's taught in schools. Barry's impact reaches deep into the lives of Gen Z and young professionals, helping them build character, confidence, and real-world legacy—not just financial wealth. Through Mag7, he works directly with clients aged 13 to 28, giving them unfair competitive advantages, from networking and high-performance habits to emotional intelligence and the art of connection. His approach is hands-on, with practical methods like writing gratitude notes, cultivating high-performance habits, and tackling healthy challenges that drive growth and self-esteem. In this episode, Barry opens up about why legacy wealth often disappears by the second generation, how to create true family values and governance, and the practical actions families and young minds can take to sustain and multiply impact for generations. His passion for helping others become value creators and his actionable strategies make this conversation an absolute must-listen for entrepreneurs, parents, and anyone seeking to build lasting legacy. In this episode, we discuss: Why legacy wealth often disappears by the second generation The 16 attributes of high performance Building confidence and self-esteem in young minds Practical strategies for family governance and creating lasting value Learn more: https://pantheoninvest.com/episode199   Get Dave's Free Book: https://holisticwealthstrategy.com/

    ٤١ من الدقائق

  7. ٢٨ نوفمبر

    How the 1% Really Build Wealth

    In this episode, Dave Wolcott shares the pivotal journey that pushed him beyond traditional financial advice and into the world of alternative investing. From serving in the Marine Corps to suddenly becoming a father of triplets, Dave realized that maxing out retirement accounts wasn't enough to secure his family's future. That moment launched a 20-year pursuit into real estate, private credit, oil and gas, and other non-correlated assets—ultimately shaping the investment thesis behind Pantheon and the Holistic Wealth Strategy. Dave breaks down why active real estate often becomes a second job and why most investors are better served focusing on their strengths while leveraging passive investments that deliver cash flow, tax efficiency, and long-term appreciation. He closes with actionable advice for 2025: invest in yourself, prioritize your health and relationships, and elevate your financial IQ through mentors and masterminds. Download Dave's book for free at HolisticWealthStrategy.com and join the investor community for exclusive education, new opportunities, and resources to accelerate your path to financial freedom.

    ٩ من الدقائق

  8. ٢٦ نوفمبر

    The Million Dollar Decision: Outsmarting Fees and Creating Financial Freedom

    Today we have a truly insightful guest, Robert Rolih, joining host Dave Wolcott for an episode packed with hard-earned wisdom on building and protecting wealth. Robert Rolih is the international bestselling author of "The Million Dollar Decision," a book that has empowered thousands of investors across 70+ countries to simplify their investing approach, slash risk, and win long-term. Having built his own fortune as an entrepreneur before losing much of it by trusting the wrong financial advisors, Robert Rolih shares his candid journey—from growing up in a small village in Slovenia to discovering the hidden pitfalls that quietly erode investor wealth. Through personal stories and practical advice, Robert Rolih reveals the most common mistakes investors make, especially around fees, financial industry incentives, and overcomplicating wealth strategy. This episode goes beyond surface-level tips—Dave Wolcott and Robert Rolih dig deep into how simple changes and a conservative approach to investing can set you on a path to financial freedom. If you're tired of paying too much in fees, confused by market volatility, or want to learn how to create a purpose-driven portfolio that you can stick to, this conversation offers a roadmap for making smarter, safer decisions. In this episode, we discuss: Robert Rolih's personal journey: From entrepreneurial highs to profound investing lessons. The hidden impact of fees, taxes, and inflation on long-term returns. Six "dark forces" that quietly drain investor wealth. Expert insights on crypto, gold, and building a simple, resilient portfolio for prosperity. Learn more: https://pantheoninvest.com/episode198   Get Dave's Free Book: https://holisticwealthstrategy.com/

    ٣٦ من الدقائق
مشاهدة الكل (٢٣٣)

٥
من ٥
‫٩٧ من التقييمات‬

حول

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!

المعلومات

  • صناع العمل
    Dave Wolcott
  • سنوات النشاط
    ٢٠٢٢ - ٢٠٢٥
  • الحلقات
    ٢٣٣
  • التقييم
    ملائم
  • حقوق النشر
    © Copyright 2023 All rights reserved.
  • موقع البرنامج على الويب
    Wealth Strategy Secrets of the Ultra Wealthy Podcast

قد يعجبك أيضًا