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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

34:40

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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35:16

Unlocking the Secrets of Profitable Land Flipping

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/05/31

Peter Reese is the President of Reelvest Properties, a prominent land development and investment company. With nearly two decades of real estate experience as a broker and investor, Peter has successfully purchased and sold hundreds of pieces of real estate for a profit, both for himself and his clients. In 2022, his land flipping and development business generated an impressive revenue of $3.5 million, and he's pushing to achieve even greater heights with a target of $10 million in 2023. Peter's

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43:09

Understanding Global Macro Trends to Determine the...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/05/24

Lior Gantz is the CEO of Wealth Research Group, self-made millionaire, and expert in implementing business and investment principles. Despite the challenges of growing up with a father who went bankrupt three times before he was 22, Lior is proof that formal education isn't necessary for success. Discover the motivational journey of Lior who failed, picked himself up, and persevered, dedicating years to grinding out 84-hour workweeks. Despite his challenges, he meticulously sought guidance from a

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43:44

Tax Strategies For the Savvy Investor

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/05/17

Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications

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38:33

Finding Alternative Niches in Parking Lots and Mobile...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/05/10

Kevin is a Real Estate and Marketing Professional with extensive business development experience who holds a sincere passion for helping investors achieve above average and safe returns. He has a successful track record of identifying and re-positioning multi-family value-add properties. When it comes to investment analysis and due diligence, Kevin Bupp is the go-to expert in the industry. His exceptional ability to identify potential high-yield investments and manage large rehab projects will help

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45:13

Creating Multifamily Differentiation Through Unique...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/05/03

Bikran Sandhu is the COO, CFO, & Co-Founder of Rise48 Equity and Rise48 Communities. Bikran’s main responsibilities as COO includes overseeing underwriting, asset management, and investor relations for all assets. Bikran’s main responsibilities as CFO include overseeing accounting, finance, and treasury at Rise48 Equity and Rise48 Communities. He resides in Scottsdale, Arizona with his wife Alice Pan. Bikran has a professional background in audit and assurance services where he worked at PwC LLP

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34:22

How Passive Investors Can Profit With Build To Rent...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/04/26

August Biniaz is the Co-founder and COO of CPI Capital. CPI Capital is a Real Estate Private Equity firm with its mandate to acquire Multifamily and BTR-SFR assets while partnering with passive investors as Limited Partners. August was instrumental in the closing of over $208 million of multifamily assets since inception. August educates real estate investors through Webinars, YouTube shows, Weekly Newsletter and one-on-one coaching. He is the host of Real Estate Investing Demystified PodCast

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223 results

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