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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

34:37

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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37:44

How To Achieve Ultra Success in Business and Life...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/07/18

Jason Yarusi is the founder of Yarusi Holdings with his wife Pili. They have acquired $100M in real estate across 1100 Multifamily Units since 2017. He is an avid ultra runner and workout enthusiast. Hosts The Multifamily Live Podcast and The Jason and Pili Project (podcast). Jason is also the founder of the New Jersey Multifamily Live Club with over 2,000 members that focuses on Real Estate Syndication and Multifamily Investing and trains others on the success formula for buying apartment

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38:15

The Definitive Guide to Underwriting Multifamily...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/07/11

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $300M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. Rob shares how he was raised in a family full of real estate professionals, but his love for numbers led him down an altogether different path--underwriting! His

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33:12

The Fundamentals of Building Wealth With A...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/07/04

Richard Coyne is a full-time Real Estate Syndicator and Real Estate Investor. Richard formed JCLange and Company in 2016 to invest in Real Estate and later teamed up with Bill Zahler to form Park Capital Partners. Park Capital Partners helps busy professionals achieve passive income by gaining access to the private real estate market through shares of syndicated Multifamily real estate investments. Richard's journey began when he realized ways to accelerate and build wealth by creating a

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38:18

The Impact of Making or Losing Millions with Asset...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/06/27

Wayne Courreges leads the investment lifecycle and investor relations for CREI Partners— a multi-family investment firm focused on SE United States. His current projects include a 98 unit build to rent development in Lafayette, LA and recently went under contract for 101 units in Houston, TX. Over Wayne’s 15 year commercial real estate career, he has worked closely with dozens of real estate professionals executing their property repositioning plans of over $60M. Wayne earned his MBA from the

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47:08

The Untold Secrets of True Entrepreneurship & How to...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/06/20

Logan Freeman is co-Founder and Principal of FTW Investments and serves as the Chief Development Officer. Logan has facilitated over $150M in real estate transactions. Mr. Freeman is an advocate for affordable housing and works closely with many organizations in helping to end homelessness in Kansas City. Understanding how to “do well by doing good” is Logan's motto and has made it his “why” for doing business. Logan's entrepreneurial journey is an inspiring one! He demonstrates the true spirit of

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50:58

How to Build a Fortress Around Your Wealth

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/06/13

Kevin L. Day is one of the leading estate planning and international asset protection planning attorneys in the United States. He was a university academic administrator for eight years, a law professor at the doctorate level and a law school Dean of Students, before going into private practice. Mr. Day is very active in both business and community affairs. He was a member of San Diego's International Affairs Board and has served as a delegate on many economic and trade missions. Kevin’s words are

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48:03

How to Offset Your W2 Income to Zero with Oil & Gas

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/06/06

Pete Snell is a disciple of Jesus. Husband. Father. Growth Fixer. Mountain Bike Crash Magnet! In collaboration with King's CEO Jay Young, Peter focuses on prioritizing the lens of the partner and scaling the business. Peter's role centers on the disciplines of Partner Relations, Strategy, Marketing, and Sales. He founded and led a company through 2.3X average annual growth for 3 consecutive years, served as Co-creator and Lead Fundraiser of the Robert W. Campbell Award. Personally closed $339M new

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41:17

How to Create a Real Estate Empire with Over...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/05/30

Dan is one of the managing partners with PassiveInvesting.com which is a national passive real estate investing firm based in the Carolinas. He has led his real estate syndication company to acquire 4,200+ units with a portfolio valued over $1 Billion with just over 1,750 investors active in those assets. Mr. Hanford is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 40,000 members. He also has one of the most

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47:43

The Top 3 Syndication Due Diligence Items as an LP...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/05/23

Byron Elliott is a Founding Partner of 3 Pillars Law and the Chief Vision Officer of REI Keyholder Limited. He is an experienced attorney and business owner who has supported real estate syndicators through acquisition, due diligence, closing, entity formation and private equity offerings. As Chief Vision Officer of REI Keyholder, he provides direction on the investment strategy for the organization, delineates roles and responsibilities of team members, creates strategic partnerships, and interacts

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44:11

How To Create a Franchise Side Hustle

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/05/13

Wes Barefoot is a passionate entrepreneur with extensive experience in franchising. Wes brings years of experience as both a franchisee, as well as working with Franchisors, where he’s worked across a variety of operational, management and franchise development roles. With today’s talk, you are going to learn everything that is needed for creating a successful franchise business. You will hear about how Wes found success in the franchising space and went on to help others with their own franchise

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33:47

The Ultimate Tax Strategy For a Liquidity Event

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/05/08

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions! Brett is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust; to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate and gain freedom from feeling hostage! Brett's story is one of hard work, dedication and

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53:02

Where’s the Best Place to Invest $100k in Today’s...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/04/29

We had the distinct pleasure of having Hunter Thompson join us on this week’s show. Hunter is a full-time real estate investor, and founder of Asym Capital. Since founding Asym, Hunter has helped more than 400 retail investors acquire over $150,000,000 of mobile home parks, self-storage, retail, office, ATM machines, and cryptocurrency assets. Hunter talks about how his investment thesis was formed in 2008 and his last straw moment that shifted his thinking from paper assets to real assets. We

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48:53

Accelerate the Multiplication of Your Money with...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/04/22

We wrapped up another amazing episode with Chad Sutton! Chad is an "old soul" and a genuine "family man", passionate about building a quality lifestyle and quality communities for residents! He is also one of the five managing partners at Quattro Capital. In this show, Chad Sutton dives deep and explains how Americans need to invest better and avoid common mistakes. He shares ways to invest smart and accelerate the multiplication of your money, quicker than your perceived safe way! Get you FREE

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43:38

How to Double Down on Your Strengths and Achieve...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/04/18

Dave’s personal coach joins our podcast today! With his background in manufacturing and chemical engineering, Gary Mottershead believes it’s important for specialists to consider themselves entrepreneurs first. Gary founded GCP Industrial Products and today has become a forward-thinking, digital-first inspired industry leader. He has been a Strategic Coach client for over 30 years and associate coach for over 25! Gary shares his insights into the world of entrepreneurship, he gives us a message on

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01:03:25

How the Top 1% Build Their Wealth

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/04/08

For over a decade, Sam Prentice has worked exclusively with high net worth entrepreneurs, immersing himself in the world of finance and wealth management. He has a vast and deep knowledge of how to architect wealth strategies for the ultra wealthy. Today, we had an awesome time talking with Sam about ways to create an alternative wealth strategy like the ultra wealthy. This is definitely not your average financial advisor approach and you will see why using this approach can exponentially

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35:25

The Simple Fundamentals to Accelerate Your Investments

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/04/04

Through his vision and leadership, Ellis Hammond has led Symphony Capital Group to a milestone of more than eighty-seven million dollars in real estate investments. Ellis is also the founder behind Kingdom REI - a coaching community for faith driven investors that helps them multiply their portfolios with joint ventures or collaborations through mentorship programs on how they can do it all themselves without any financial help from others! With a plethora of different opportunities available to

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45:32

The Magic of Depreciation

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/03/28

We were fortunate enough to speak with Josh McCallen on this episode. Josh is the Co-founder of Accountable Equity as well as host for the top rated podcast, Capital Hacking. Josh opens up about his personal life and journey to entrepreneurial success, he talks about how being busy with 10 children has not stopped him from being aligned with purpose. Josh speaks of the many private equity options available, and how investing in resorts can be a joy on an entirely different level. He goes on to

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29:13

Mitigate Investment Risk by Understanding the Key...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/03/21

From the hospitality industry to alternative investments, Rob Overstreet shares his story of jumping into the world of multi-family properties! In this episode, Rob shares the key components of underwriting. He explains how this process is not just about knowing what type or model you want - it's also crucial that you take your time and explore all options before determining your investment. Wealth is never an accident. It's always the result of careful planning, consistent hard work and good

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58:58

How Infinite Banking Can Exponentially Multiply Your...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2022/03/14

Today we are joined by MC Laubscher as we delve into another wealth strategy secret of the ultra-wealthy, the Infinite Banking concept. This strategy is extremely powerful and can become a cornerstone to your wealth strategy. Join us as MC shares his personal investing strategy of how investors and business owners can create, recover, warehouse and multiply cash flow through advanced strategies including infinite banking. “What’s not working in America today is typical financial planning advice,

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225 results

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