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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

44:29

10X Your Business with the Power of Collaboration

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/06/11

Today’s episode features an extraordinary entrepreneur and thought leader, Chad Jenkins. Chad is a prolific business builder, having launched over 50 companies and authored impactful books like "Just Out of Zero" and "Friction Fuel." With a passion for helping other entrepreneurs unlock exponential business growth, Chad brings a fresh perspective on leveraging what he calls “collaboration currency”—an often overlooked but incredibly powerful asset in both business and personal wealth building. Host

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12:49

Episode 7: The 3 Biggest Wealth Killers (And How to...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/06/06

In this solo episode of Wealth Strategy Deep Dives, Dave unpacks the top three reasons most entrepreneurs and investors lose wealth: overpaying in taxes, lack of true diversification, and low financial IQ. Dave reveals how smart tax planning—using incentives designed for business owners and investors—can create exponential returns, and why traditional methods like 401(k)s might be holding you back. He also shares why relying solely on your business or the stock market is risky, and how building your

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31:37

How to Save Six Figures on College Tuition with Smart...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/06/04

Today’s episode is packed with value for anyone thinking about the daunting challenge of college costs. Our guest, Seth Greene, is the founder of HowToFindMoneyForCollege.com and a leading authority in helping families navigate the ever-increasing expenses of higher education. Drawing from his personal journey and years of experience, Seth’s company has helped families save over $30,000 per year, per child, through smart financial aid optimization and strategic planning. Host Dave Wolcott dives deep

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07:56

Episode 6: Why Traditional Wealth Planning Is Broken...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/05/30

Today’s solo episode takes a hard look at what’s really broken in the traditional wealth planning model—and why it’s failing so many investors. Dave breaks down the flawed assumptions behind conventional strategies like the 60/40 portfolio, tax deferral, and one-dimensional public market investing. From the dangers of underestimating taxes, fees, and inflation, to the risks of outliving your money, Dave shares why relying on outdated financial advice may be sabotaging your long-term freedom. With

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46:57

Start and Scale a Service Business for Freedom and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/05/28

Today’s episode features an insightful conversation with Robin Waite, a seasoned entrepreneur, business coach, and author of Take Your Shot. Robin has helped thousands of coaches, consultants, and service providers build thriving businesses with clarity and purpose. He’s joined by our host, Dave Wolcott, serial entrepreneur and author of The Holistic Wealth Strategy. Together, they break down one of the most accessible – yet often overlooked – ways to build wealth: launching and scaling a

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09:23

Episode 5: Passive Income VS Accumulation Theory

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/05/23

Welcome back to Wealth Strategy Deep Dives—your shortcut to building real wealth outside of Wall Street. In this episode, I walk you through two real-world wealth avatars: Conventional Carla and Strategic Sam. One is stuck in the traditional financial system. The other is scaling with clarity, control, and cash flow. Carla follows the mainstream playbook—401(k)s, high taxes, and financial advisors telling her to “just ride it out.” But she's frustrated, taxed to the max, and out of control. Then

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31:46

Future Proof Your Wealth: International Investing,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/05/21

Today’s episode welcomes an extraordinary guest, Matt Sumner, founder of Outbound Investment and a leading voice in the world of global wealth strategies. With over 15 years of experience and a unique journey that started in Shanghai and spanned more than 60 countries, Matt has guided over 30,000 advisors and clients through the complex landscape of international investing, tax optimization, and asset protection. Matt’s expertise is built from firsthand experience—from learning Mandarin in China to

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05:00

Episode 4: Cash Flow Strategy

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/05/16

Welcome back to another episode of Wealth Strategy Deep Dives, where we distill powerful wealth-building strategies into short, tactical episodes. Today we’re uncovering one of the most essential frameworks behind building sustainable wealth: The Cash Flow Strategy of the Wealthy. In this solo episode, I walk you through the exact cycle the ultra-wealthy use to create capital, protect it, and compound it over time. We’ll cover how to generate value through your business or W2 income, then use tools

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43:49

From Navy to Financial Freedom: How Gary McDermid...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/05/14

Today’s episode features the inspiring journey of Gary McDermid, a former Navy officer turned entrepreneur, real estate investor, and “cash flow engineer.” Host Dave Wolcott welcomes Gary to share how he transitioned from enlisting out of high school to building a life of financial freedom—leveraging real estate, passive income, and smart business acquisitions along the way. Gary’s story is anything but typical. What began with a life-changing piece of advice in Navy “A” school—buy real estate at

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03:53

Wealth Strategy Deep Dives | Episode 3: Portfolio...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/05/09

Welcome back to Wealth Strategy Deep Dives—your shortcut to building real, lasting wealth. In this episode, I break down the cash flow strategy used by the ultra-wealthy to scale capital, protect their assets, and generate tax-efficient passive income. We start with the most powerful source of capital—you. Whether you’re a business owner or a W2 earner, your income is the launchpad. But instead of spending it, the wealthy channel it into tangible assets like real estate and energy, stack strategies

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56:42

The Trillionaire Mindset: How AI Can 10x Your Wealth,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/05/07

Today we have an exciting episode with a true innovator at the intersection of technology and entrepreneurship: Mike Koenigs. Mike is a renowned serial entrepreneur, bestselling author, investor, and a sought-after thought leader in the world of AI and exponential growth. With accolades like speaking engagements at Peter Diamandis's Abundance360 and close collaborations with visionaries like Dan Sullivan, Mike is at the forefront of helping business owners harness the transformative power of AI to

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06:23

Wealth Strategy Deep Dives | Episode 2: Six Forms of...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/05/02

Welcome back to Wealth Strategy Deep Dives—your go-to series for fast, impactful insights on building lasting wealth. In today’s episode, I explore one of my favorite questions to ask: What does wealth actually mean to you? Too often, society defines “rich” through flashy cars and big homes. But real wealth? It’s multi-dimensional. I unpack the six forms of capital—financial, human, social, emotional, spiritual, and intellectual—and how they collectively shape your true net worth. From building

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36:25

SPECIAL EPISODE | Tariffs, Turmoil & Traps: How the...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/04/30

Joining us today is Shuvam Bhaumik, a trusted advisor and a returning favorite to our virtual family office at Pantheon Investments. Shuvam's insights have been instrumental for high net worth individuals navigating the often turbulent and unpredictable waters of the current financial markets. In this episode, your host, Dave Wolcott, and Shuvam delve into the existing state of the markets and how the ultra-wealthy are managing their portfolios during this time of high volatility and uncertainty

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16:36

Wealth Strategy Deep Dives | Episode 1: What is...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/04/23

Welcome to the launch of Wealth Strategy Deep Dives, a new solo series where I break down powerful wealth-building concepts into quick, actionable insights. In this first episode, I revisit the Holistic Wealth Strategy—your roadmap to building tax-free wealth and living an optimized life. We’ll cover how to create a long-term vision, why you are your greatest asset, and how strategies like infinite banking, alternative investing, and smart asset repositioning can fuel your financial freedom. I also

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44:45

Precision Health = Precision Wealth: How to Upgrade...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/04/16

In today's episode, we have the privilege of sitting down with Dr. Tracy Gapin, a distinguished health optimization expert and the founder of the Gapin Institute. Dr. Gapin has transitioned from his role as a board-certified urologist to become a leading figure revolutionizing modern healthcare through precision medicine and performance-driven health. His groundbreaking work focuses on utilizing a data-driven, proactive approach to healthcare that uncovers hidden health risks before they become

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41:51

Mission-Driven Wealth: How Whitney Sewell Built Real...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/04/09

We have a truly inspiring episode lined up today as we welcome back an exceptional guest, Whitney Sewell. Whitney is not just a real estate powerhouse but a beacon of philanthropy and family values. As the founder of LifeBridge Capital, Whitney's journey from military service through law enforcement to becoming a real estate syndicator is nothing less than extraordinary. Whitney's story is strongly tied to his mission of helping families adopt children, underscored by the creation of the Omna

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50:53

Command Your Success: How Strategic Communication...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/04/02

Today, we're thrilled to welcome an exceptional guest, Michael Bernoff. Michael is a master of human communication and NLP, renowned for unlocking human potential. As the founder of the Human Communications Institute and the bestselling author of "Average Sucks," Michael has dedicated over two decades to transforming leaders and entrepreneurs, guiding them to reprogram their mindset and optimize their language skills for heightened success. In this engaging episode, Michael elucidates the hidden

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38:04

Shifting Financial Mindsets: Lisa Smith's Tips for...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/03/26

Today, we're excited to welcome Lisa Smith, a trailblazing financial educator and entrepreneur, to the Wealth Strategy Secrets of the Ultra Wealthy podcast. With an inspiring journey that took her from financial novice to a successful investor, Lisa's story exemplifies the power of strategic investing and mindset shifts. By the age of 45, Lisa achieved financial independence and chose to dedicate herself to empowering others to transform their financial futures. In this illuminating episode, Lisa

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52:59

Insightful Strategies for Developing Recession-Proof...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/03/19

Today, we have the privilege of welcoming a trailblazer in the fields of entrepreneurship, private equity, and real estate, Dr. Hesham Baky. Dr. Baky, a multifaceted professional with a background in engineering and dentistry, has ventured into the world of professional investing and fund management, crafting a remarkable path to success. As the mastermind behind a rapidly growing dental business, he shares how strategic thinking, timing, and calculated risk-taking played a pivotal role in his

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41:56

Game-Changing Tax Strategies for Entrepreneurs and W2...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/03/12

Today, we have a phenomenal episode featuring Stephen Hall, a recognized tax expert and entrepreneur. Stephen's wealth of knowledge in tax strategy and his entrepreneurial journey, which includes scaling an accounting firm to serve over 2,500 businesses, make him an invaluable resource for those keen on mastering their financial futures. In this enlightening discussion, Stephen highlights his role as the Go-to Tax Advisor for syndicators, business owners, and fund managers. His firm, Robert Hall &

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