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PODCAST

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

business investing

All Episodes

51:29

The Framework for Finding Your Personal Abundance,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/06/05

In this episode we have Nic Peterson, a dynamic entrepreneur and the co-founder of Mastery Mode. Nic's impressive portfolio includes co-founding multiple successful companies such as Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics, now known as Trevor Kashey Nutrition. With a track record of founding or co-founding over half a dozen companies that have achieved seven or eight-figure revenues, Nic brings a wealth of experience and insights to the table. Throughout our

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38:22

Purpose Born from Hardships: The Inspiring Journey of...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/05/29

Today we have Christopher Larsen, the dynamic founder and Principal of Next-Level Income. Chris, who transitioned from an 18-year career in the medical device industry to a successful investor and educator, shares his journey towards financial independence and his passion for helping others achieve the same. Over the years, Chris has diversified his investment portfolio to include development projects, private lending, distressed debt, and commercial properties. Since 2016, he has been syndicating

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32:29

Insights from the Top .001: Transforming Vision into...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/05/22

Today we had the honor of having Salvatore M. Buscemi, a titan in the realms of finance and real estate. With a storied career and an enviable portfolio, Salvatore has cemented his reputation through astute investment strategies and dynamic leadership roles. As the CEO and Co-Founding Partner of HRN, LLC, Salvatore spearheads a private multi-family investment office that boasts a diverse range of successful ventures. His prowess extends to his role as CEO of Dandrew Partners Capital Management,

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32:27

Private Money Mastery: Proven Tactics from a Leading...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/05/15

Today we had the pleasure of sitting down with the incredible Jay Conner, a real estate mogul whose success story is nothing short of inspiring. Jay's journey in the real estate industry began in 2003 in a modest town of 40,000 people, where he started buying and selling houses. Fast forward to today, and Jay's profits are soaring, averaging an impressive $78,000 per deal! With over 475 houses rehabbed and a staggering $118 million in transactions under his belt, Jay has truly mastered the art of

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38:53

Passive Powerhouse: Mastering The Formula for...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/05/08

Today, we had the pleasure of hosting Patrick Grimes, a true titan in the world of alternative investments and real estate. Patrick is the founder of Passive Investing Mastery, a company dedicated to empowering investors with the knowledge and tools they need to diversify their portfolios effectively. He's also the mastermind behind InvestOnMainStreet.com, a private equity firm boasting a portfolio of multifamily real estate valued at a staggering $600M+, spread across over 4,000 units in the

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39:13

Mastering Passive Income: Lessons from a Seasoned...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/05/01

In today's episode, we had the honor of having Bronson Hill, the Managing Member of Bronson Equity. With an impressive portfolio boasting 2000 multifamily units valued at over $200 million, Bronson is a powerhouse in real estate investment. He's also the co-leader of the thriving in-person multifamily meetup, Investor to Investor (ITI), based in Glendale, CA. Bronson shared insights gleaned from his extensive experience, having engaged personally with over 1500 investors, raising an astounding $40

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34:57

Wealth, Wisdom, and Worth: Lessons from the Forefront...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/04/24

Today's guest is none other than Andrew Reichert, the CEO and Founder of Birgo, a prominent private equity real estate firm based right here in Pittsburgh. With a staggering $312 million in assets under management spanning over 3,400 multifamily units, Andrew is a titan in the real estate investment arena. His keen entrepreneurial spirit not only drives the success of his business ventures but also extends to his vision for the future of real estate and entrepreneurship. Andrew's dedication to

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01:05:01

Centimillionaire Strategies: Charlie Garcia’s Journey...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/04/17

In this episode, we had the distinguished honor of hosting Charlie Garcia, a distinguished figure whose life journey is a testament to the power of service, leadership, and love. With a multifaceted background spanning public service, military accolades, and impactful contributions to the intelligence community, Charlie's story is one of unwavering commitment to bettering society. Charlie's accolades speak volumes about his dedication to public service, as evidenced by his receipt of the

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48:01

Optimizing Human Performance: Breaking Barriers in...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/04/10

Today, we have a remarkable guest with us, Dustin Baker, a true visionary entrepreneur who has been making waves in the health and fitness industry for over a decade. Dustin's journey is nothing short of inspiring as he acquired BioProtein Technology, aiming to revolutionize natural wellness. His extensive collaboration with elite athletes, physicians, and military personnel underscores his commitment to optimizing human health. As the founding president of BioProtein Technology and BioPro+, Dustin

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29:49

The Silver Lining: Unveiling Wealth Strategies in...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/04/03

Today, we're diving deep into the world of senior housing and assisted living with none other than Isabelle Guarino, the COO of Residential Assisted Living Academy. For the past decade, Isabelle has been at the helm, ensuring smooth operations and keeping everyone on task. Her expertise in senior housing has earned her recognition as one of the "Top Influencers in Senior Housing," and she's a two-time recipient of Aging Media's prestigious "Future Leaders of Assisted Living" award. In this episode,

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51:54

Mastering the Art of Strategic Thinking with Dan...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/03/27

In today's episode, we had the honor of hosting Dan Sullivan, the founder and president of The Strategic Coach Inc. With over 40 years of experience as a speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups, Dan is a true visionary in the world of business. Dan's ability to simplify complex concepts and provide actionable strategies will surely resonate, offering practical insights that can be applied immediately to enhance your business performance. His

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36:02

Family, Fortune, and Fulfillment: A Holistic Approach...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/03/20

Today, we had the pleasure of hosting Jim Sheils, a distinguished guest with a multifaceted career spanning real estate investment and family education. Jim, a partner at Southern Impression Homes, highlighted his expertise and specialization in constructing rental portfolios for both individual investors and institutional buyers in Florida's burgeoning markets. With a focus on new construction and low-density properties like single-family homes, duplexes, and quads, Southern Impression Homes offers

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43:15

Recycle, Recapture, Reclaim: Taking Control of Your...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/03/13

In this episode, we had the privilege of hosting Brent Kesler, a former chiropractor turned financial expert who has transformed his life through the revolutionary Money Multiplier (TMM) Method. His passion for this financial concept led him to become a dedicated teacher of the method, with the goal of helping individuals take control of their financial destinies. Regardless of income level, Brent believes that everyone should have access to the TMM Method to manage and grow their wealth. During the

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41:29

Crafting Your Dream Life: Wealth Building with...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/03/06

In this episode we had the pleasure of hosting Kim Daly, an expert with over two decades of experience in helping individuals achieve their dreams of business ownership through franchising. Recognized as one of America's top franchise consultants, Kim has played a pivotal role in creating nearly 1000 successful franchise owners During the episode, she delved into the concept of navigating uncertainty and why franchising is considered a "safe" investment, exploring the real value proposition in

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47:57

Building Your Mind, Building Your Wealth: The Real...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/02/28

In this episode, we had the pleasure of hosting Daniel Brown, the visionary CEO of Brownstone in Austin. Daniel, originally from the UK, shared his incredible journey of becoming an American entrepreneur, family man, and a leader in the real estate industry. Daniel's background as the former CEO of a $150 million UK jewelry chain brings a unique perspective to his current role. Since relocating to the US in 2015, he has immersed himself in various aspects of the real estate market, dealing in 9

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33:47

Discovering the Hidden Gold: Navigating the Untapped...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/02/21

Today, we had the pleasure of hosting Mark Podolsky, the owner of Frontier Properties, a leading land investment company, and widely known as The Land Geek. Mark brings a wealth of knowledge and experience to the table, having completed over 5,500 land deals and earning his company, Frontier Equity Properties, an impressive A+ rating with the Better Business Bureau. Beyond his success in land investments, Mark is also sharing how his passion for land has led him to unexpected ventures. First as a

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42:57

Elevate Your Health, Elevate Your Wealth: Insider...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/02/14

Today's episode is an absolute powerhouse of insights into optimizing health and achieving peak performance. Our guest is none other than Dr. Tracy Gapin, a board-certified urologist, world-renowned men's health and performance expert, and the brilliant mind behind The Gapin Institute, a global leader in high-performance health. Dr. Gapin brings over 20 years of experience to the table, with a focus on providing executives, entrepreneurs, and athletes a personalized path to optimize their health and

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34:24

Scaling Heights: Today’s Crucial Perspective on...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/02/07

In today’s episode, we have Maxwell Wu, the visionary founder of Fulcrum Lending, a direct balance sheet lender specializing in multifamily properties nationwide. Maxwell's extensive background in real estate investment and operations, particularly across prominent Wall Street firms, sets him apart as a true expert in the field. Maxwell's journey in the real estate industry is marked by his diverse roles, including fund manager, investment banker, and principal investor at various esteemed firms in

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33:36

Best of 2023: Transform Your Mindset, Shape Your...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/01/31

Introducing our Best of 2023 episode! We've had the privilege of hosting incredible guests on our podcast, and today we're revisiting some of the most insightful moments from the past year. Join us as we dive into the realm of mindset mastery, wealth strategy, and innovative investment insights. Get ready to unlock your potential and achieve your most ambitious goals. First up, we have Trevor McGregor, a true expert in coaching. He's here to show you the immense power of mindset and taking action

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37:37

10X Investor Journey: Strategies for a Prosperous...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/01/24

In this 10X Investor Journey episode, we had the pleasure of sitting down with Andrea Barnes, a seasoned real estate investor with an impressive national portfolio that spans single-family homes and multifamily projects. Alongside her husband, Kevin, Andrea manages a multi-million-dollar portfolio that has expanded to include diverse passive investment vehicles such as energy, debt notes, real estate funds, and three ground-up developments. Listeners gain valuable insights into her passion for

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222 results

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