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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

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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35:01

The Secrets of Successful Syndication: Guiding...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/01/17

In this episode, we were honored to have Jim Pfeifer, one of the founders of Left Field Investors and the esteemed host of the Passive Investing from Left Field podcast, join us. A seasoned professional in the realm of finance, Jim's journey from a conventional financial advisor to an innovative thought leader in passive investing is an inspiring chronicle of change and enlightenment. With a solid background in traditional financial advising, Jim once presided over the typical spectrum of wealth

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36:36

Legacy Builders: Inside the Epic Real Estate Triumphs...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/01/10

In this episode, we had the pleasure of hosting Ian Djuric, a titan in both waste management and real estate industries. Ian’s journey from revolutionizing waste management to overseeing the Djuric Family Office's vast portfolio offers invaluable insights into rapid, scalable growth and efficient operations. Ian’s career trajectory is a testament to his prowess in transforming companies into multimillion-dollar ventures. From the rapid ascent of Waste Market Group to a staggering $40M in annual

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46:56

Holistic Wealth Strategies: Special 100th Milestone...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/01/03

Welcome back to our milestone 100th episode of the podcast. In a thrilling twist, we're reversing roles today, with our very own Dave Wolcott stepping into the spotlight as our guest, while Addie navigates us through his world of expertise. Get ready to unearth a treasure trove of knowledge straight from the vault of our seasoned host. Dave, often the one asking the hard-hitting questions, opens up about his own transformative experiences with financial setbacks and shares his journey of discovery

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52:47

Wealth Beyond Business: Legacy, Relationships & Mindset

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/12/27

Today’s amazing guest is Chad Johnson, the embodiment of leveraging business success to create an extraordinary life. Chad's story isn't just about elevating his family's business to new heights; it's a testament to using entrepreneurial vision to nurture relationships and achieve balance. As the "Chief Inspiration Officer" of Ceramic Decorating Company, Chad's journey reflects a compelling blend of reviving a legacy business, fostering a self-managing team, and embracing the philosophy of Strategic

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34:38

Financial Liberation Through eQRP: Unveiling Secret...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/12/20

In this episode, we dive deep into financial liberation with Parker Pursell, a true advocate for breaking financial barriers. Parker's journey from corporate mentoring at Chick-Fil-A to a pivotal role at Pursell Farms, coupled with a newfound passion during the COVID-19 pandemic, led him to helm eQRP, a beacon for individuals seeking financial freedom. Parker shares his inspiring narrative, illustrating how his personal journey informs his commitment to helping others become elevated versions of

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42:00

Breaking Ground: The Power of Mindset Shift &...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/12/13

In this episode, we had the privilege of having Mr. Rick Jordan. A magnetic CEO whose ascent to the zenith of success was forged through unwavering determination and a treasury of hard-earned wisdom. Rick's journey reads like a saga of triumph, highlighted by appearances on nationwide networks including CBS, Fox, NewsNation, and Cheddar, solidifying his status as a sought-after personality in the business realm. As the founder of ReachOut, Rick's efforts took the company from its startup phase to a

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40:10

Tax Advantages & Wealth Creation: Crafting Business...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/12/06

In today’s episode, we have Shannon Robnett, the illustrious Founder and CEO of SRI (Shannon Robnett Industries) and the esteemed host of Robnett's Real Estate Rundown. With a remarkable career spanning over 27 years, Shannon's footprint in the real estate industry surpasses $425MM in construction projects. Shannon’s expertise encompasses a wide spectrum, from multifamily housing to pivotal infrastructure like city halls, schools, and industrial complexes. His passion for delivering quality projects

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55:00

Wealth Strategies for Abundant Growth: Crafting...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/11/29

In today’s episode Dave Wolcott, Joey Mure, and Russ Morgan delve into the transformative power of passive income and the journey towards financial freedom. Joey Mure, a seasoned serial entrepreneur, shares his insights gained from co-founding ventures like Wealth Without Wall Street and Wake Up In Birmingham. He emphasizes the importance of financial liberation through passive income, a philosophy he explores in his upcoming book, "Wealth Without Wall Street, 3 Steps to Freedom Through Passive

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34:29

Strategies of the Elite: Financial Playbook for...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/11/22

Today we had the privilege of sitting down with Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor, who brought a wealth of knowledge and experience to the table. Frank is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management, catering to a select group of individuals, executives, and privately held business owners. With over 15 years of experience in the restaurant/hospitality industry, operating family-owned establishments in Fenwick Island, Delaware, Ocean

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41:32

Wealth Strategies Unveiled: Mastering the Buy...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/11/15

Today we have the pleasure of hosting Gino Barbaro, a seasoned real estate investor, entrepreneur, and bestselling author. Gino's journey in the world of real estate has been nothing short of impressive, with a portfolio exceeding $100,000,000 in assets under management. Gino is also the co-founder of Jake & Gino, a multifamily real estate education company, and he shared insights into their unique framework: Buy Right, Manage Right & Finance Right ™. In this episode, you will have the chance to

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41:19

Growing Your Ideal Wealth: Mastering Residential Real...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/11/08

Today, we have a truly fascinating guest with us, Mr. Axel Meierhoefer. Axel's journey from a retired Air Force officer to a successful business owner and real estate investor is truly inspiring. He started his entrepreneurial journey in 2005, focusing on consulting, employee skill development, and program management, showcasing his passion for education and helping people become successful. With dedication and strategic decisions, he has managed to develop a residential real estate portfolio worth

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58:38

Mastering Your Mind: Unleash Your Hidden Potential...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/11/01

Today we have an incredible guest who is truly a master in the world of high-performance coaching and wealth strategy. Trevor McGregor is joining us, truly his knowledge and experience is nothing short of remarkable. With over 35,000 hours of coaching experience, Trevor has worked with clients including Fortune 500 executives, high-level real estate investors, and world-class athletes. They all seek out Trevor for one reason: life-changing transformation. He's a true expert in unlocking hidden

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38:16

From Marketer to Multifamily Mogul: John Casmon's...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/10/25

In our latest episode, we had the pleasure of hosting John Casmon, a distinguished real estate entrepreneur with an impressive track record of partnering with busy professionals to invest in over $100 million worth of apartments. He Co-Founded MidWest Real Estate Networking Summit, a must-attend event for anyone serious about multifamily real estate. John's journey into multifamily real estate is nothing short of remarkable, and during the show, he shared invaluable insights into how anyone can

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48:23

Redefining Riches: Garrett Gunderson's Journey to...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/10/18

In this episode, we had the privilege of hosting Garrett B. Gunderson, a financial expert and founder of Wealth Factory, whose passion lies in dispelling financial myths and helping hardworking business owners achieve prosperity and peace of mind. Raised in rural Utah with a family history of struggle and resilience, Garrett's mission is to empower self-made business owners with the financial tools they need to build lasting wealth. This led to the creation of Wealth Factory, a company committed to

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27:21

The Asset Management Maestro: Gary Lipsky's Guide to...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/10/11

In this podcast, we had the privilege of having Gary Lipsky, a true real estate entrepreneur with an impressive focus on Multifamily Syndications. Gary has an outstanding track record, having successfully acquired over 3000 units with a total value exceeding $250 million. As the host of the Real Estate Investor Podcast, Gary is passionate about educating fellow investors by interviewing real estate experts and providing valuable insights into the real estate landscape. Gary's commitment to knowledge

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33:48

Golden Opportunities: How Investing in Gold Can...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/10/04

Today, we had the privilege of hosting Kevin DeMeritt, an internationally renowned expert in business and economics, specializing in financial markets and interest rate changes. Kevin's keen insights and strategic foresight have consistently driven value for both his clients and the companies he's been involved with throughout his illustrious career. Kevin began his international banking career at WFI Corporation, where he laid the foundation for his extensive knowledge and expertise. Utilizing his

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47:39

Data-Driven Real Estate Revolution: Insights from the...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/09/27

Today, we had the privilege of hosting Neal Bawa, a true technologist and luminary in the world of real estate, often hailed as the Mad Scientist of Multifamily. Neal is not only a sought-after speaker in the commercial real estate domain but also a master of data analysis, process optimization, and outsourcing. Neal is the CEO and Founder of Grocapitus, a distinguished commercial real estate investment company that thrives on data-driven strategies. Looking ahead, Grocapitus is poised to add

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225 results

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