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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

40:06

From Wall Street to Family Offices: How the...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/03/05

Today, we welcome Shuvam Bhaumik to the show, an expert in wealth strategy and management with a rich history of navigating the complexities of private wealth and family office dynamics. With professional roots in Brooklyn, New York, Shuvam carved his path in the finance world early on, rising from traditional private wealth roles in New York City to forming his own advisory firm focused on alternative investments. In this insightful episode, Shuvam shares his journey from working with Brill

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40:45

How to Avoid a Massive Capital Gains Tax Bill When...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/02/26

Today, we have an insightful guest joining us, Brett Swarts, capital gains tax deferral expert and the founder of Capital Gains Tax Solutions. Brett's unique approach to wealth management focuses on enabling high net worth individuals and entrepreneurs to defer capital gains taxes while preserving their wealth. His innovative strategies offer flexibility and open up new opportunities for reinvestment, without the pressure of immediate decisions. In this enlightening episode, Brett shares his journey

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42:09

Luxury Travel Hacks: How to Turn Points into...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/02/19

Today we have an exceptional episode featuring Eli Facenda, an expert in credit card points optimization and luxury travel hacking. Known as "The Travel Guy," Eli has mastered the art of turning everyday credit card spending into luxurious travel experiences. His journey began in 2015 when he combined his passion for entrepreneurship with a knack for creating memorable trips, ultimately leading him to establish a successful travel hacking business. In this fascinating episode, Eli shares how he

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39:53

How Entrepreneurs & Investors Secure Capital: The 3...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/02/12

Today, we have two financial powerhouses joining us, Lou Rosabianca and Matt Meehan. With a wealth of experience in finance and business, these experts have become trusted advisors for entrepreneurs looking to navigate the challenging world of securing capital. Lou, known as "the professor," and Matt, a seasoned veteran of Wall Street, bring a unique blend of expertise to help business owners optimize their financial strategies. In an age where accessing capital can be a daunting task, Lou and Matt

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44:59

What Smart Investors Teach Their Kids About Real...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/02/05

Today, we have the pleasure of chatting with the multi-faceted Mallory Meehan, a real estate expert, investor, attorney, and educator at Penn State. Mallory's diverse background and depth of knowledge in real estate investing make her an invaluable guest as she delves into how real estate education at the university level is evolving and preparing the next generation of investors. In this episode, Mallory takes us through her journey from studying finance during the Great Financial Crisis to

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43:24

Tax Secrets of the Wealthy: A CPA's Guide to Building...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/01/29

Ready to transform your approach to tax strategy and wealth building? In this game-changing episode, we're joined by Aaron Hofrichter, a uniquely qualified expert who bridges the worlds of tax strategy, real estate investing, and business ownership. With experience ranging from Big Four accounting to successful real estate development, Aaron brings a perspective that could revolutionize how you think about tax planning and wealth creation. If you've ever wondered why some investors seem to keep more

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46:26

From Financial Success to True Wealth: A Real Estate...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/01/22

Today we have an exceptional episode lined up featuring Hannah Hammond. Hannah is not only a real estate entrepreneur but also a seasoned private lender. Her journey from financial hardship to financial freedom is nothing short of inspiring. Starting from a young age, Hannah's motivation was fueled by the financial difficulties her family faced. This drive led her to read "Rich Dad, Poor Dad" at just 13, sparking her interest in real estate investing and entrepreneurship. Hannah's path to

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32:50

Energy Investment Fundamentals: Legal Insights from...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/01/15

Today we have an exceptional guest joining us, Zachary Oliva. Zachary is an attorney and founder of Oliva Gibbs, a leading law firm specializing in energy law. With a journey that took him from Ohio to Texas during the transformative shale boom, Zachary has emerged as a significant player in the energy sector. But that's not all; Zachary's impact is multifaceted. Beyond his legal expertise, he is an astute investor and authority on energy investments. In this episode, Zachary shares his wisdom on

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38:26

Lessons in Resilience: Brandon Cobb's Leap from...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/01/08

Today, we have a remarkable guest joining us, Brandon Cobb. Brandon is the co-founder of HBG Capital, a name known for its transformative impact on the real estate development sector. With a journey that took him from the world of medical sales to becoming a successful real estate developer, Brandon shares his insights into turning setbacks into opportunities. Brandon's path wasn't always smooth. He experienced financial losses in various investments like crypto and the Iraqi dinar. However, he

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35:05

Money with Mission: Dr. Felecia Froe on Wealth and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/01/01

Today we have an extraordinary guest joining us, Dr. Felecia Froe. She is a board-certified urologist, real estate investor, and founder of Money with Mission. Dr. Froe's journey is a testament to the power of resilience and the importance of aligning financial endeavors with a larger purpose. In this enlightening episode, Dr. Froe delves into the significance of understanding one's "why" as a foundational component in staying motivated while pursuing life’s goals. She underscores the value of

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31:00

Next-Level Travel: Efficient Hacks & Optimize Travel...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/12/25

Today we have an extraordinary guest joining us, Spencer Howard, the founder of "Straight to the Points." Spencer is a foremost expert in the realm of travel optimization, and his innovative approach truly sets him apart. With a keen eye for maximizing credit card points and crafting impeccable itineraries, Spencer has transformed the travel experiences of countless families and individuals. Spencer's journey into the world of travel hacking began unexpectedly while working at the U.S. Travel

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42:30

Best of 2024: Timeless Lessons from Charlie Garcia,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/12/18

In this special episode, we revisit four incredible conversations with visionaries who have left lasting impressions on leadership, entrepreneurship, and wealth creation. Each of these guests has shared profound lessons and strategies, and together, they form a tapestry of wisdom for those seeking to elevate their lives and businesses. The Art of Service and Leadership with Charlie Garcia Charlie Garcia's life exemplifies the essence of service, leadership, and love. As a decorated public servant

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42:03

10X Investor Spotlight: Accelerating Wealth and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/12/11

Today we have an exceptional episode featuring Adam Sharp, a visionary entrepreneur and investor who has revolutionized his approach to wealth building. Adam's journey is a testament to the power of creative thinking and strategic investment. Over the past 18-24 months, Adam has transformed from a traditional 401k investor to a diversified wealth strategist, and he's here to share his invaluable insights. In this episode, Adam delves into his innovative strategies, such as leveraging the Turo

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54:12

Navigating Money Personalities: Understanding...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/12/04

Welcome to today's episode where we have the pleasure of hosting Dr. Patty Ann Tublin, a globally recognized expert in emotional intelligence, relationships, and the psychology of money. Dr. Patty Ann holds an impressive background with two master's degrees and a doctorate in clinical psychology, bringing a wealth of knowledge and insights to our conversation. In this engaging episode, Dr. Patty Ann delves into the intricate dynamics of money and legacy, unpacking how monetary decisions impact

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50:03

Strategic Tax Planning for High Earners: Master...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/11/27

Today we have an exceptional guest, Shauna Wekherlien known as the "Tax Goddess". Shauna is a leading mind in the realm of tax strategy, boasting an impressive record of over $1.68 billion in client tax savings. Tune in now for a deep, educational dive into advanced tax planning techniques. Shauna, a former astrophysics professional turned tax strategist, shares her incredible journey and the profound experiences that led her to where she is today. Her expertise stretches far beyond traditional tax

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43:43

Building Wealth and Community: Nick Stageberg on Real...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/11/20

Today we have an exceptional guest joining us, Nick Stageberg. Nick is the co-founder of Black Swan Real Estate, a visionary name in real estate investment, alongside his wife. Together, they have built an impressive portfolio valued at $375 million, focusing on holistic well-being and luxury living. Nick’s journey is not only about substantial financial accomplishment but also about reaping benefits through community impact and service. But that’s not all. Nick's pathway to success is filled with

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42:38

Revolutionary Real Estate Strategies In Achieving...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/11/13

Today’s guest is Matt Theriault, renowned for his transformative insights into financial independence where he shares his remarkable journey from bagging groceries to achieving financial freedom through real estate investment. In this engaging episode of the Wealth Strategy Secrets of the Ultra Wealthy podcast, Matt shares how an unexpected career switch, inspired by the book "Rich Dad, Poor Dad" by Robert Kiyosaki, completely reshaped his perspective on wealth building. Transitioning from a music

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Aligning with Personal Values: Achieving TRUE...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/11/06

Today we have an extraordinary guest joining us, Krisstina Wise. Krisstina is a multimillion-dollar entrepreneur and a thought-leader in redefining the concept of wealth. With a journey that began in a challenging upbringing, Krisstina's story is one of resilience, growth, and profound transformation. Krisstina started life in a trailer park with alcoholic parents, but she dreamed of a different future and worked tirelessly to achieve financial success. She made her mark in real estate, becoming a

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50:40

Aligning with Personal Values: Achieving TRUE...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/11/06

Today we have an extraordinary guest joining us, Krisstina Wise. Krisstina is a multimillion-dollar entrepreneur and a thought-leader in redefining the concept of wealth. With a journey that began in a challenging upbringing, Krisstina's story is one of resilience, growth, and profound transformation. Krisstina started life in a trailer park with alcoholic parents, but she dreamed of a different future and worked tirelessly to achieve financial success. She made her mark in real estate, becoming a

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48:34

Functional Medicine EXPERT Reveals Ultimate Health...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/10/30

Today we have an enlightening episode featuring Sachin Patel, a visionary in the functional medicine space. In this episode, they delve into a fascinating discussion that challenges traditional healthcare models and advocates for a patient-centered, proactive approach to health. Dave and Sachin aren't just talking about staying healthy—they're diving deep into actionable strategies that can help you transform your life. Sachin shares the principles of functional medicine with real-world applications

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222 results

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