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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

50:27

How To Build Legacy Wealth & Unlimited Freedom

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/04/19

A serial entrepreneur at heart, Dave Wolcott spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative

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40:19

How To Use Rental Properties To Secure Your Retirement

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/04/12

Zach Lemaster is Founder & CEO of Rent to Retirement, the largest turnkey real estate provider in the world: He is a seasoned real estate investor who has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial and new construction. Zach is a licensed Optometrist who practices on a volunteer basis. Zach started investing in real estate while working as an Optometrist & Captain for the US Air Force. This eventually allowed him to

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39:00

Why Mindset Is Everything When Investing

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/04/03

Mark Yegge, the Wealth Architect, has spent his entire life learning and teaching people about wealth and the importance of a success mindset. He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company - the company that ushered in after-hours trading. He then “retired” at the age of 39, but not before growing the company from nothing to a $30-million dollar enterprise. In addition to his achievements in

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38:56

Top Family Office Strategies of the Ultra-Wealthy

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/03/29

Peter has been with MPI Family Office since its inception. He is a 2nd Generation member of the MPI Family Office and is a Principal Member as well as the Head of Real Estate. His day-to-day focus involves Underwriting and Vetting of investment opportunities. Before Peter joined MPI full time, he was the Senior Analyst for MACC Venture Partners, a privately held real estate investment firm, where he identified, researched, and underwrote multifamily assets. He helped lead $100m+ in multifamily

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41:21

Uncover The Hidden Strategies of Billionaires and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/03/22

Richard C. Wilson is a third-generation Eagle Scout, loves investing in fun adventures and health, and is a husband, and father of 3 living in Scottsdale, Arizona. Richard owns Billionaires.com where he is interviewing 100 billionaires, and he is the CEO & Founder of the Family Office Club, with 4,000 registered ultra-wealthy families and 15 live events a year. His short-term rental property fund – InvestorResidences.com has equity in 83 properties, and his division focused on investing in

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38:31

Recession Resistant Investing in Self Storage

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/03/15

Scott Meyers and his affiliated companies focus on the acquisition, development, and syndication of self-storage facilities nationwide. He currently owns and operates over 2,400,000 square feet and over 14,000 units nationwide. His education organization, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage business. His various companies fund and build 4 - 6 houses each year in Mexico by taking his family, staff, and clients

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38:37

Key Real Estate Investing Considerations For 2023

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/03/08

With us today is Mike Zlotnik. Mike is known in real estate circles as “Big Mike” due to his stature, but more importantly, he is known for his personal integrity and for having a keen understanding of the financial aspects of successful real estate investing. Mike has a depth of expert knowledge in the Pandemic created investment opportunities in real estate; what’s “hot” and what’s “cold” and where things are trending now. Mike knows that the future can be unpredictable, so he recommends taking

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49:32

Leveraging Unique Ability Teamwork for Exponential...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/03/01

One of the most genuine, positive, and enthusiastic people you’ll ever meet, Shannon loves nothing more than seeing people become better, happier, more successful versions of themselves and facilitating the honest, practical conversations that help them get there. Since joining Strategic Coach in 1991 as both a team member and participant, Shannon has helped grow the business beyond what founders Dan Sullivan and Babs Smith ever imagined possible, far surpassing the initial goal of reaching 500

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42:44

A Winning Strategy To Survive A Recession

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/02/22

Gary Wilson’s purpose in life is to guide you to wealth and income with real estate. He is an investor, realtor, and a coach teaching how to buy freedom from renting, flipping, and wholesaling real estate. Founded Global Investor Agent, an environment where investors collaborate with agents making high profitable income achievable. He is happy to share with you how to find the money in places where it may be hiding in plain sight. Gary's an ace in the game of economics. He swears by firm ratios as

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42:23

How An Abundance Mindset Leads to an Epic Life

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/02/15

Justin Breen is Founder/CEO of the global PR firm BrEpic and exclusive connectivity platform BrEpic Network. The purpose of his life is to be a connecting superhero for every visionary, abundance, investment-mindset entrepreneur who shares their stories with the world. Justin Breen is an active member of Strategic Coach 10x and Abundance 360 Summit. Dr. Peter Diamandis wrote the foreword for Justin's latest book, Epic Life, which made the Wall Street Journal/USA Today Bestseller Lists. In this

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46:19

The Ultimate Wealth Multiplier For Ultra-High...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/02/08

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients. After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and

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41:42

Changing The Home Ownership Paradigm

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/02/01

Derek Lobo is called the “Apartment Guru” because of his decades of speaking, writing, consulting, brokerage transactions, relationships, amortized knowledge, and industry wisdom. He is one of the most connected individuals in the apartment industry, living by his personal motto: always stay in traffic! As a student of new apartment construction, student housing, and affordable housing, Derek has established a sterling reputation and industry credibility as an expert advisor in these fields. Derek’s

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51:07

The Future of Finance

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/01/25

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022! Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies that are opening the doors to new transactional opportunities. In this thought-provoking episode, Emmanuel delves into the implications of inflation and how it's

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42:19

Due Diligence Questions Every Passive Investor Should...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/01/18

As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate through both debt and equity. Gene has represented over 650 clients in this area of practice. The median offering size is $3,000,000, but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D. As a former syndicator, who for ten years raised investor capital through the broker-dealer

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41:24

Aligning For Success Despite Economic Downturns

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/01/11

Darin Batchelder is a General Partner with vast experience investing in over 1,282 multifamily units across three states - TX, AZ & SC and developing a 200-unit RV park. As a Limited partner, he has investments spanning 35 properties populated by 9105 multifamily units and 100000+ square feet of retail space. Darin has been a business owner of TZK Capital since 2007. TZK Capital is focused on trading high credit quality performing real estate loan portfolios between banks to include residential,

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45:31

Key Components to Develop A Lasting Legacy

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2023/01/04

Ashley Wilson, is the Co-Founder of Bar Down Investments, LLC & HouseItLook, LLC, Co-Host of The Passive Investing Show, Best Selling Author of The Only Woman in the Room, Knowledge and Inspiration from 20 Women Real Estate Investors, and a BiggerPockets’ Series Host. She started investing in real estate in 2009 and has been involved in over $100 million in transactions within both single and multifamily real estate across over 1,500 units. In 2022, Ashley was a ConnectCRE Award Recipient. When

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43:21

From Losing $50 Million To Living A Life of Unlimited...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/12/28

Rod Kleif is a serial entrepreneur and philanthropist who is passionate about business, high performance, real estate, and giving back. As one of the country's top real estate and peak performance luminaries. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. Rod's experience involves both remarkable triumphs and spectacular failures, which he affectionately calls "seminars:' Rod will explain the mindset

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35:31

Protecting Your Wealth With Gold

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/12/21

Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients. After Stephen received his degree at Portobello Business College in Dublin, Ireland, he held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives. When he returned to Ireland to put his experience in trading, risk, and financial markets

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42:43

The Impact of Due Diligence In Passive Investing

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/12/12

Jeremy Roll has forged an incredible career path since 2002. After leaving the corporate world in 2007, he dedicated himself full-time to passive cash flow investments and successfully built up a portfolio worth over $1 Billion with more than 60 opportunities across real estate and business assets. As Founder & President of Roll Investment Group, Jeremy helms a group of 1,500+ investors aiming for profitable returns through managed investment solutions. He is also co-Founder of FIBI - For

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29:00

How To Achieve Complete Energy Independence With 30%...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/12/05

Doug Middleton is a technology enthusiast and lifelong learner. He has spent the last two decades in IT sales, with a focus on customer ROI and success. He lives in northern Virginia with his amazing wife Jessica of 21 years who has blessed him with three amazing children. After careful consideration, Doug decided to make a break from the traditional stock market and invest in tangible assets. To take full advantage of his investment opportunities he began looking into different strategies for

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223 results

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