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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

44:19

How to Build Wealth Like a Family Office Using...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/08/27

Today we have a fascinating episode with Daniel Brereton, Director at Equity Multiple, and a true expert in both traditional and alternative investments. Daniel’s journey is as impressive as it is educational—after serving as an Army officer, he translated his leadership and analytical skills to the world of private markets, first at UBS advising pensions and endowments, and now helping everyday investors unlock access to institutional-quality real estate deals. Host Dave Wolcott explores Daniel’s

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06:30

Why Building a Dream Team is the Secret to Lasting...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/08/22

In this solo episode of Wealth Strategy Deep Dives, Dave shares one of the most powerful keys to building legacy wealth—creating your dream team. Too often, investors try to grow alone, but the ultra-wealthy know that scaling wealth requires surrounding yourself with experts who can help you protect, preserve, and multiply your assets. Dave walks through the essential roles every investor should consider, from a functional medicine doctor and nutritionist who keep you performing at your peak, to

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37:10

What Wall Street Won’t Tell You: True Wealth...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/08/20

Today’s episode is an absolute must-listen for anyone eager to take charge of their financial future and break free from the Wall Street roller coaster. We’re joined by Kaaren Hall, the founder and CEO of U Direct IRA Services, and a true force in the world of Self Directed IRAs. With a background rooted in real estate, mortgage servicing, and loan origination, Kaaren brings over a decade of hands-on experience empowering investors to diversify their retirement funds beyond conventional stocks and

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13:39

Accumulation Theory Vs. Passive Income

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/08/15

In this special solo episode of Wealth Strategy Secrets of the Ultra Wealthy, Dave Wolcott breaks down one of the most misunderstood concepts in wealth building—the difference between an accumulation strategy and a passive income strategy. While traditional financial planning focuses on building a nest egg for retirement, Dave explains why shifting your mindset to prioritize consistent, sustainable cash flow can give you true freedom—no matter your age. He challenges the conventional retirement

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46:49

Sharon Lechter on the Real Wealth Mindset: Assets,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/08/13

Today’s episode features a true legend in the world of financial education—Sharon Lechter. Sharon is the co-author of the globally renowned book, Rich Dad, Poor Dad, a bestselling CPA, and a former advisor to two U.S. Presidents. Her mission: to elevate financial IQ and empower people everywhere to achieve financial freedom. Dave Wolcott sits down with Sharon for a comprehensive conversation that goes behind the scenes of the Rich Dad story—how it began, why it resonated with millions, and the

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03:28

Diversification Is a Lie: How the Ultra-Wealthy...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/08/08

In this Wealth Strategy Deep Dive, I challenge the conventional wisdom around diversification that Wall Street and traditional financial planners promote. Most investors are told to split their portfolio in a 60/40 allocation between equities and bonds, or maybe diversify further across different market caps and international equities. But in reality, that's just moving risk around within a single asset class that's still correlated to the market—and still vulnerable to volatility. Drawing from the

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49:31

How to Become a Time Billionaire: Build Wealth,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/08/06

Today’s episode is a powerful detour from traditional wealth-building strategies as we welcome Nels Jensen to the show. Nels is the CEO of Williamsburg Learning, a thriving entrepreneur, and a dedicated yoga instructor who has mastered the art of integrating business, personal growth, and family. Unlike most stories you hear about the ultra-wealthy, Nels reveals how he became a “time billionaire”—someone who has intentionally created an abundance of free time and peace, not just financial success

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06:06

What Is Holistic Wealth? Redefining Freedom Beyond...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/08/01

In this new Wealth Strategy Deep Dives episode, Dave redefines what it truly means to be wealthy—not just in terms of dollars and cents, but through a holistic lens that includes emotional, intellectual, spiritual, and social capital. Drawing from his own journey and inspired by thinkers like Dan Sullivan, Dave unpacks how true wealth is rooted in freedom—the freedom of money, time, purpose, relationships, and location. If you've ever felt that being "rich" isn’t the same as being fulfilled, this

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44:51

How to Protect Wealth from Inflation, Debt, and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/07/30

Today’s episode is truly something special. We’re joined by Dr. Daniel Lacalle, a world-renowned economist, bestselling author, and former hedge fund manager with deep experience at top institutions like Citadel and Pimco. Known for his sharp macroeconomic insights, Daniel has spent decades analyzing energy, finance, and the intricate world of asset management. His books, including "Life in the Financial Markets" and "Escape from the Central Bank Trap," have become key resources for investors

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43:59

The Hidden Thought Pattern Blocking Your Wealth | Dr....

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/07/23

Today’s episode is truly transformative, featuring Dr. Srikumar Rao—a world-renowned executive coach, acclaimed author, and sought-after speaker. Dr. Rao has worked with high-performing entrepreneurs and CEOs from around the globe who aren’t just chasing financial success but are also searching for deeper spiritual clarity and life purpose. He’s the founder of The Rao Institute and the visionary behind a groundbreaking MBA course that became so popular it developed its own alumni association, taught

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44:29

Land Flipping for Cash Flow & Legacy Wealth with Jack...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/07/16

Today’s episode is an inspiring deep dive into a unique and often overlooked corner of real estate investing: land flipping. Our special guest is Jack Bosch, a German immigrant and founder of the Land Profit Generator system. Jack’s remarkable journey began when he arrived in the U.S. with only two suitcases and a dream. Fast forward to today, he’s completed over 5,000 land deals, built a flourishing real estate empire, and taught thousands of others how to break free from the rat race and achieve

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09:19

You Are the Core Asset: Investing in the 6 Forms of...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/07/11

In today’s Wealth Strategy Deep Dives episode, I’m diving into what I consider the most important phase of the Holistic Wealth Strategy—Phase One: realizing that you are your greatest asset. We explore the six forms of capital—financial, human, intellectual, social, emotional, and spiritual—and how shifting your mindset to invest in yourself first can accelerate all other aspects of your wealth. I’ll share stories and frameworks that have shaped my own journey, including how self-awareness,

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43:46

The Power of Fierce Gratitude: Transforming Wealth...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/07/09

Today’s episode welcomes a truly unique guest, Joel Zuckerman, whose career and insights shine a light on a powerful yet often overlooked life strategy—gratitude. Joel is a celebrated author, former award-winning golf and travel writer, and passionate advocate for what he calls "fierce gratitude." He has penned over 280 personal letters of thanks, authored multiple books including Grateful and Gratitude Tiger, and now travels the country sharing the transformative impact of proactive, expressive

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12:38

Infinite Banking: The Wealth Strategy for Control,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/07/04

In this episode of Wealth Strategy Deep Dives, I demystify one of the most misunderstood yet powerful tools in the wealth strategy playbook—infinite banking. If you've ever been curious about how high-net-worth individuals create their own private banking system, this episode breaks it down. I walk you through exactly what infinite banking is, how it works through mutual insurance companies, and why it’s so much more than just a whole life insurance policy. You’ll discover how to leverage guaranteed

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39:56

How to Protect and Grow Wealth in Today’s Volatile...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/07/02

Today’s episode features a powerhouse guest in the world of finance and economics, Christopher Whalen. Chris is the chairman of Whalen Global Advisors, a seasoned consultant to leading lenders, and a widely-respected analyst with decades of experience advising institutional investors, commercial lenders, and regulators. As a prolific writer and the author of “Ford Men and How Money and Debt Built the American Dream,” Chris brings a rare combination of deep industry knowledge and sharp, no-nonsense

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04:05

The 5 Freedoms of Wealth: Time, Purpose, Money & More

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/06/27

In this Wealth Strategy Deep Dive, I’m unpacking a powerful question: what does true financial freedom really mean for you? We hear the term all the time, but few people break it down beyond the money. Inspired by my mentor Dan Sullivan, I explore the four freedoms — freedom of money, purpose, time, and relationships — and add a fifth: freedom of location. These elements combined create a life of intention, energy, and fulfillment that money alone can’t buy. Take a moment to reflect: are you living

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40:11

Private Equity, Liquidity & Real Estate Myths — With...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/06/25

Today, we have an insightful guest joining us, Omar Khan, founder of Boardwalk Wealth and a seasoned expert in private equity and multifamily real estate. With over $800 million in transactions under his belt, Omar stands out for his unique combination of institutional finance experience and multi-generational entrepreneurial background. His deep knowledge and strategic approach have helped him and his investors navigate the complexities of acquisitions, developments, and restructurings in

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07:50

Why Exiting Your 401(k) Could Accelerate Your Wealth

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/06/20

In this special solo episode of Wealth Strategy Deep Dives, Dave breaks down one of the most misunderstood — and often taboo — strategies in traditional retirement planning: the idea of exiting your 401(k). Dave walks you through the math, mindset, and practical considerations behind taking control of your retirement capital and putting it to work in more tax-efficient, high-yielding private investments. Using the brand-new 401(k) Exit Calculator, Dave demonstrates how to objectively analyze your

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50:13

Vision vs. Goals: The Power of Clarity to Shape Your...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/06/18

Today we have a truly inspiring episode featuring Jennifer Hudye, founder of Vision Driven Global, and one of the leading experts on helping entrepreneurs and high achievers get radically clear on their personal and business visions. Jennifer’s passion for vision work comes from her unique entrepreneurial upbringing in a small Canadian town, where she learned early on the power of crafting a compelling vision for life and business. After bootstrapping her first business and discovering the

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08:39

Episode 8: The Portfolio Framework the Ultra-Wealthy...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/06/13

In this Wealth Strategy Deep Dive, Dave Wolcott introduces the Pantheon Wealth Pyramid, a smarter, more strategic way to visualize and structure your wealth. Rather than relying on Wall Street's pie charts, Dave breaks down how this pyramid framework helps investors minimize risk and maximize returns—starting with a solid foundation through infinite banking and then layering in cash-flowing, tax-efficient assets like real estate, energy, and private credit. Dave also explains how to think about

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222 results

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