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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

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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44:34

Accessing Untapped Potential in Your IRA: A Deep Dive...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/09/20

Today we have a remarkable guest with us, Carl Fischer. Carl is not your typical real estate developer. With a degree from Cornell University, he embarked on his career in the 1970s as a rocket scientist at the Kennedy Space Center in Cape Canaveral, Florida. It's not every day that you meet someone who has transitioned from the world of rocket science to the world of real estate. But Carl's story is one of adaptability and innovation. Fast forward to today, and Carl is one of the founders and

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46:03

Investor 10X Journey: The Growth Path to Unlocking...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/09/13

Today, we have a truly exceptional guest joining us, Mr. Mark Hutchinson. Mark is a seasoned executive with over four decades of experience as an entrepreneur and investor. His journey through investing, entrepreneurship, and alternative finance advisory has shaped him into a respected authority in these fields. Mark's dynamic career, filled with triumphs and setbacks while building and scaling businesses, has provided him with a unique perspective on alternative wealth strategies and becoming a

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34:40

Unlocking Real Estate Riches: Corey Peterson's...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/09/06

Today we have an incredible guest joining us, Corey Peterson. Corey is the CEO and Founder of Kahuna Investments, a name synonymous with real estate success. With a career spanning 13 years in the multifamily arena, Corey's expertise shines as he shares how he's acquired over $225 million in real estate assets nationwide and raised a staggering $95 million in private equity. But that's not all, Corey's impact goes beyond his impressive portfolio. He's a bestselling author with books like "Copy Your

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45:57

Real Estate Maverick’s Masterclass: Unveiling...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/08/30

Today we have a true real estate titan: Josh Cantwell. He's not just a real estate investor; he's a maestro of multifamily transactions, a mentor to countless aspiring investors, and the host of the illustrious Accelerated Investor Podcast, where he's chatted with some of the biggest names in the business world, from Kevin O’Leary to Barbara Corcoran and even Donald Trump Jr. Now that's a lineup that's hard to beat! Josh is the CEO of Freeland Ventures and founded Strategic Real Estate Coach in

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49:10

The Path to Abundance: Unveiling the Passive Income...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/08/23

Today's guest is the incredible Travis Watts, a true luminary in the realm of passive income and real estate investing. Travis is not just an investor, he's a full-time advocate for those who are looking to adopt a more hands-off approach when it comes to real estate ventures. As the Director of Investor Education at Ashcroft Capital, Travis spearheads the mission to educate investors about the remarkable potential of hands-off investing in the multifamily real estate space. And what's truly

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39:34

Discovering Rare Wealth: Investing in Strategic...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/08/16

Our guest for this episode is Louis O'Connor, the Founder and Principal of Strategic Metals Invest. Louis brings a unique perspective to the table, as his company is the sole industry supplier worldwide that allows private investors to not only purchase but also profit from owning Strategic Metals. Louis delves into the mechanics of how Strategic Metals Invest operates, explaining how private investors can get involved, the benefits of diversifying into this unique asset class, and the strategies

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38:03

Unveiling the Secrets of the Ultra Wealthy: Mastering...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/08/09

Today, we have an incredible guest joining us. Paul Karger, the Co-Founder and Managing Director of TwinFocus, a prestigious Boston-based wealth advisory firm. With over $7 billion under his management, Paul is no stranger to handling the finances of ultra-high-net-worth families and individuals. Before Paul founded TwinFocus in 2006, he had already built an impressive career at UBS, where he established The Karger Group and led a team providing counsel to global high-net-worth families. Throughout

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34:33

Exploring Alternative Assets: Accelerating Wealth...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/08/02

Today, we had the pleasure of hosting Jason Nees, a seasoned financial expert with an impressive background. Jason's journey began as a financial advisor at renowned investment firms like Morgan Stanley and Merrill Lynch. During his tenure of over a decade, he assisted countless investors in meticulously planning and strategizing their financial futures. However, Jason's career took an intriguing turn when he was presented with a unique opportunity. He was recruited to assist in raising capital and

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51:10

Empowering Financial Freedom: Unleashing the Secrets...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/07/26

Today we had the privilege of sitting down with the incredible Adam Carroll. Adam is a true financial literacy expert, celebrated author, and captivating speaker, having delivered over 1,000 speaking engagements worldwide. He is the visionary behind The Shred Method™, a fintech company that empowers individuals and families to achieve remarkable debt freedom at an exceptional speed. This innovative approach to financial freedom is reshaping how people perceive money, education, and personal growth

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53:08

The Ultimate Wealth Strategy Secrets of the...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/07/19

In this episode, we have Michael W. Sonnenfeldt, an American entrepreneur, philanthropist, and political activist. He is the Chairman and Founder of TIGER 21, the premier peer membership organization for high net worth wealth creators and preservers. Michael is also an accomplished author, having written the acclaimed book "Think BIGGER and 39 other Winning Strategies from Successful Entrepreneurs," which was published by Bloomberg/Wiley in September 2017. During our conversation, we explore some

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56:35

Maximize Your Wealth Through Tax-Efficient Strategies

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/07/12

Today we have an incredible guest joining us, Mitchell Day, a specialty tax manager with Provision PLC, brings over twenty years of taxation experience to the table. His expertise lies in tax planning for the real estate, construction, banking, and multi-state sectors. Mitchell's impressive background includes working in various roles in both public accounting and industry. But before embarking on his successful accounting career, Mitchell served as an investment advisor in Canada. This unique

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38:41

Navigating The Industrial Real Estate Risks and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/07/05

In this episode, we dive into the world of industrial real estate with Joel Friedland, a seasoned investor with over 40 years of experience. Joel shares his valuable insights on weathering economic storms, acquiring assets without debt, raising capital, and finding off-market deals. With an impressive portfolio of nearly 100 acquisitions totaling approximately 3 million square feet, Joel's expertise is unmatched. He has raised over $100 million in private capital and facilitated more than 1,600

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40:41

Achieving Financial Independence and Living Life to...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/06/28

In this episode, we dive into the fascinating journey of Dr. Tom Burns, an entrepreneur, retired orthopedic surgeon, and physician for the United States Ski Team. With over 25 years of real estate experience, having acquired or developed over $700 million of real estate locally and internationally, Dr. Burns is an expert in the field. He is also the co-founder and principal of Presario Ventures, a private real estate company focused on apartment development and private equity in Texas and the

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54:10

Unlocking Infinite Banking: Building Generational...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/06/21

In this episode, we are joined by Richard Canfield, an Amazon Bestselling Author, Podcast Host, and Authorized Infinite Banking Practitioner. Richard's life took a transformative turn in 2009 when he came across the book "Becoming Your Own Banker, Unlock The Infinite Banking Concept" by R. Nelson Nash. The profound ideas presented in the book resonated deeply with him, and he knew he had found what he had been searching for all his life. Today, Richard and his team are on a mission to share the

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40:36

Mastering the Real Wealth Mindset and Lifestyle for...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/06/14

In this episode, we have Rich Fettke, a renowned author, real estate expert, and wealth mindset coach. With a deep-rooted passion for helping individuals grow their wealth, maximize their mental and physical capabilities and live more fulfilling lives, Rich brings a wealth of knowledge and experience to the table. As a co-founder of RealWealth®, a company that has empowered over 60,000 members to enhance their financial intelligence and acquire cash-flowing income properties, he has helped countless

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49:24

Creating Cash Flow Strategies in a Sea of Uncertainty

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/06/07

We are back with M.C. Laubscher, the President of Producers Wealth, a leading wealth creation firm. With clients across all 50 states, M.C. and his team specialize in implementing holistic wealth creation strategies. Their mission is clear - to assist producers and creators in building, safeguarding, and multiplying their wealth, regardless of the economic climate. You may already be familiar with M.C.’s highly acclaimed podcast, Cashflow Ninja, where he dives deep into the realms of business and

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229 results

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