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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

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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47:52

Getting To Zero Taxes With Proactive Tax Planning

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/11/28

Casey Meyeres is a Tax Partner with ProVision serving successful business owners, entrepreneurs, professionals, and investors with tax and wealth planning to help achieve their goal of financial freedom. With over 24 years of experience in public accounting, ranging from tax and audit compliance and consulting for a broad range of public and privately held companies, business owners, and high net worth individuals. The tax season is coming up and you're looking for ways to save on taxes? This

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44:40

Why Increasing Your Financial IQ Increases Your Net...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/11/21

As both a residential and commercial real estate investor, Dave Seymour has become one of the most recognizable experts in his field. His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations including CBS, ABC, CNBC, FOX News, and CNN. The New York Times reported that Dave Seymour’s series ‘Flipping Boston’ posted the highest ratings ever for the A&E network at the time of airing. Dave has been sought after as a

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48:49

Navigating An Economy of Uncertainty

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/11/14

Eric Rice is the Chief Growth Officer of King Operating Corporation. He started his business career in Chicago in wealth management for high-net-worth clients before spending almost 2 decades building his own businesses. Along the way, he worked with founders across multiple sectors to create profitable, enduring enterprises, demonstrating a keen eye for the nuances of markets and corresponding growth opportunities. His real-world market experience has made him a sought-after partner for

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48:42

Using Your Health To Acquire Wealth

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/11/07

Dr. Sam Pappas is an Internal Medicine physician specializing in the fields of Personalized Medicine and Integrative Health and Wellness. He has over 25 years of experience and has practiced in a variety of diverse positions in both academic health centers and private practice. Dr. Pappas has received many recognitions and has been called “the Dr. Oz of Arlington”. He is passionate about helping change the paradigm of disease-based medicine to one that emphasizes systems medicine, root causes,

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40:49

Is Multifamily Still a Safe Bet in 2023?

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/10/31

Andrew Campbell is a native Austinite and Managing Partner at Wildhorn. He is a real estate entrepreneur who first broke into the business in 2008 as a passive investor. In 2010 he transitioned into active investing and management of a personal portfolio that grew to 76 units across Austin and San Antonio. He earned his stripes building and managing his personal portfolio before founding Wildhorn Capital and focusing on larger multifamily buildings. At Wildhorn, he is focused on Acquisitions and

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45:36

Inside the Upside With Fourth Generation Oil & Gas...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/10/24

As the founder and CEO of King Operating Corporation, Jay Young drives strategy and vision for the Leadership team, with oversight over operations and client relations. An oil man at the core, Jay has been in the oil and gas industry for almost 30 years and his family has been in the business for over 100 years. ‍In addition to his duties at King, Jay hosts the podcast the Jay Young Show, and is a Forbes Books author of “The Upside of Oil and Gas Investing”, wherein he breaks down the story and

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35:13

How To Give Yourself The Financial Freedom You Deserve

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/10/17

Billy Keels runs First Generation Capital Partners, is originally from Columbus, Ohio and has an extensive career in the tech industry and currently lives offshore in Spain. Billy was a successful tech sales executive that was following traditional financial planning advice by investing in his 401k and the stock market. He did not have the time nor understood that there was a better way to intelligently invest his high income in an alternative approach. Then, through a series of events Billy

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52:13

Why You Need A Proactive Tax Planner & Tax Strategy

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/10/10

Ted Lanzaro is a highly recognized and respected Certified Public Accountant, real estate investor and real estate broker. He is the founder of Landmark CPA Group, a boutique CPA firm specializing in accounting and taxation for the real estate industry. For the past 31 years, he has helped thousands of real estate business owners, entrepreneurs and investors all over the United States implement cutting edge tax strategies that save them thousands of dollars annually on their taxes. Ted runs the

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45:31

Why Demands For Energy Are Only Increasing

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/10/03

RJ Burr, is a third generation producer of American oil. Born into the industry, Mr. Burr was at his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, RJ funded his first partnership and never looked back. RJ is the Sr. VP Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr. Burr’s companies have raised and deployed over $300 million in upstream development and have partnered with

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37:08

Holistic Strategies for Creating Wealth

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/09/26

In this episode, Dave Wolcott, CEO of Pantheon Investments is a guest on the Cash Flow Connections Podcast. He chats with Tyler Lyons about his experiences as an investor and how he provides cash flow and diversification from all kinds of markets. Dave also shares his expertise in the financial world and discusses how he is able to help investors achieve their goals by developing alternative wealth strategies. Mr. Wolcott shares the key pillars to creating holistic wealth strategies that every

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40:37

How Bonus Depreciation Is The Ultimate Tax Deduction...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/09/19

Yonah Weiss is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving hundreds of millions of dollars on taxes through cost segregation. Yonah has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and host of the top podcast Weiss Advice! Are you looking for significant tax deductions? Yonah shares how you can break down a property from an

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55:28

The Red Letter Day: Going From Financial Planner to...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/09/12

Jeff Huston is a business leader who understands the world of growing and protecting wealth. As a visionary, Jeff developed 3D Money with the investor in mind, drawing from his vast experience in the financial world. For 30 years, Jeff has owned and developed businesses, from insurance and financial services to raising money for REIT investments to leasing companies and note offerings. Jeff's story is one of passion, drive and innovation. He began his career in the insurance industry before moving

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48:26

How to Unlock Exponential Growth With Unique Ability

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/09/05

Dedicated to developing others’ talents and skilled at puzzling out how the different parts of a person fit together, Julia Waller creates paths for people to grow and fully express who they are by connecting the dots between their experiences, talents, and passions. For more than two decades now, Julia has been having one-on-one Unique Ability meetings with Strategic Coach team members, helping them zero in on what they do best so they can be more productive, creative, and fulfilled. Julia has

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44:23

How to Create Confidence and Inspire Others to Find...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/08/29

Erik Cabral left corporate America after 20+ years. He jumped head first into real estate investing in order to achieve financial freedom. Educating himself, building networks, and analyzing hundreds of deals he purchased his first multi-family building in less than one year. He’s a partner in the Renault Winery & Resort, which is the 2nd oldest winery in the US, offers private capital to his network of investors for various projects and looks for opportunities to expand and grow his network. Erik

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33:22

Lessons from Tiger 21: How Measuring Risk In Student...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/08/22

Alix has been involved in real estate, construction and development for the last 20 years. He started his career in Colorado founding his own high-end construction company and grew it to be the largest and most successful firm in Southwest Colorado. Shortly after starting his own building company in 1999, Alix started investing in real estate with single family spec homes, single family rentals, commercial and multifamily rentals. Over the last 15 years, Alix has successfully completed several

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44:57

From Zero to $1.5 Billion in Multifamily Assets in 3...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/08/15

Zach Haptonstall, is the Chief Executive Officer and Co-Founder of Rise48 Equity, which has completed over $1.5 Billion dollars in transactions in just 3 years since it was founded in 2019. Rise48 Equity now has over 100 full-time employees in Phoenix. Zach has been a licensed Real Estate Agent in Arizona since 2016. He is also an official member of the Forbes Real Estate Council, a Directors Council Member of GPEC, and is a #1 Best Selling Co-Author of “Success Habits of Super Achievers. Zach

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48:42

Strategic Investing through Macro Economic Alternatives

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/08/08

Ben Fraser is responsible for capital markets at Aspen Funds, a macro-driven alternative investment firm, having raised $100MM+ from investors over the past several years. Ben has experience as a commercial banker and underwriter, as well as working in boutique asset management. Ben is a contributor on the Forbes Finance Council. He is also a co-host of the Invest Like a Billionaire™ podcast. Ben reveals the many benefits of investing in alternative assets, and how it can help you build your wealth

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40:19

Creating Big Investments In Strengths & Finding Value...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/08/01

Christopher Nelson is an experienced technology executive (2 x IPOs), real estate investor, author, and the Principal and co-founder of Wealthward Capital. Wealthward Capital is a real estate investment firm with a diverse portfolio of over 3,000 multifamily units, mobile home parks, and ATMs. Christopher shows technology employees how to achieve financial independence through education and creating passive income portfolios. He is currently editing his book, “From No Dough to IPO”. In this

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34:37

How to Create a Vision and Yield Exponential Outcomes...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/07/25

In 2012, Reed Goossens quit his job in Australia and moved halfway across the globe to the US to change his life, and to chase a dream. With limited funds, no investing experience, and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm, RSN Property Group. Reed now syndicates large multi-million dollar deals across the U.S.; he has now achieved financial freedom and taken control of his life. Reed is also the host of the successful podcast, Investing in

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224 results

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