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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

40:19

Tax Deductions and Real Estate: Pro Tips for...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/10/23

Today, we have Mark Perlberg, a CPA, Certified Tax Planner and founder of a Prosper CPA joining us to delve into the intricacies of leveraging tax strategies for growing and safeguarding wealth. Mark is a seasoned tax strategist with unparalleled expertise in helping high-income individuals and business owners maximize their tax savings and investment returns. In this episode, Mark unpacks a variety of sophisticated tax strategies that go beyond the standard deductions. With a focus on proactive tax

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51:45

Mastering Estate Planning: Core Values, Asset...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/10/16

Today’s guest is Andrew Howell, he is the co-founder and managing partner of York Howell, a firm recognized as one of Utah's top workplaces, specializing in estate planning, asset protection, and business structuring. With over 21 years of experience, Andrew’s expertise shines as he shares invaluable insights into the world of wealth transfer and financial security. Inspired by his grandfather, a Harvard Law graduate and noted estate planner, Andrew advocates for a personalized, value-driven

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52:26

Financial Freedom through Crypto: Essential Knowledge...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/10/09

Today we have an extraordinary episode featuring remarkable guests, including Dane Bollwinkel and Corey Geary. Corey shares his compelling journey from losing his life savings to bouncing back through education and perseverance in the world of wholesaling and cryptocurrency. His story sets the stage for a deep dive into the volatile yet rewarding landscape of crypto investments. Dane Bollwinkel, an accomplished entrepreneur who transitioned from a corporate job to a thriving career in real estate

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59:49

From Tiger Woods to Richard Branson: How Dr. Jeff...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/10/02

Today we have an extraordinary lineup featuring special guest Jeff Spencer, a name that resonates with the pinnacle of peak performance. Jeff is a renowned Olympic hopeful turned peak performance coach with over 400,000 hours of expertise and a Master's in Sports Science. His incredible journey includes helping win 40 gold medals, top awards for entertainers, and legendary success for entrepreneurs. Jeff's insights can benefit not only elite athletes but anyone aspiring to excel in different facets

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42:29

Unveiling Infinite Banking: Turning Life Insurance...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/09/25

In today’s episode, we have a special returning guest, M.C. Laubscher is a visionary entrepreneur, investor, and best-selling author committed to revolutionizing the financial landscape for business owners. As the founder of Producers Wealth, M.C. is focused on reshaping how individuals build and sustain wealth across the U.S. His educational platform, Cashflow Ninja, has impacted the financial futures of over 7 million people globally. With a portfolio that spans renowned podcasts, books, and

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30:39

Unlocking Financial Freedom: Holistic Wealth...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/09/18

Welcome to another episode of Wealth Strategy Secrets of the Ultra Wealthy, today I am honored to bring you a conversation that dives deep into the core of holistic wealth-building strategies. Joining me are Josh McCallen and John Edwin, as we explore the pillars of success that can help you achieve financial freedom and stability. In this episode, I share the transformative insights I've gained over the years, from investing in alternative assets like oil, gas, and real estate, to founding Pantheon

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41:00

Tech Executive Turned Real Estate Mogul Reveals...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/09/11

In this episode, we have Spencer Hilligoss, the dynamic CEO of Madison Investing. Spencer's journey is nothing short of remarkable, transitioning from a successful career in the corporate world, where he led operations and sales teams at five high-growth Fintech companies, to becoming a full-time investor and entrepreneur. Spencer founded Madison Investing with a clear mission: to help busy professionals secure their most valuable asset—time—by offering them access to carefully curated, cash-flowing

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40:14

From Corporate to Franchise Success: Building...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/09/04

In today’s episode, I had the pleasure of sitting down with Norman Hanania, a seasoned entrepreneur whose journey from the early days in his father’s ice cream shop to becoming a successful franchise owner is nothing short of inspiring. Norman’s story is a testament to the power of passion, persistence, and the entrepreneurial spirit. In 2011, he pivoted into franchising, where he grew his business to an impressive 11 locations with over 65 employees. Today, Norman is dedicated to helping

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46:31

Tom Wheelright’s Guide To Tax Planning in the 2024...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/08/28

In this episode of the Wealth Strategy Secrets of the Ultra Wealthy Podcast, I had the pleasure of sitting down with Tom Wheelwright, a true authority in the realm of wealth and tax strategy. Tom is a CPA, the Founder and CEO of WealthAbility based in Tempe, Arizona, and the best-selling author of *Tax-Free Wealth*. With a unique talent for making taxes fun, easy, and understandable, Tom has carved out a niche as one of the leading wealth and tax experts globally. Tom's approach is both practical

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46:50

10X Investor Spotlight: How Mentorship and Networking...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/08/21

In this episode, we have Kevin Anderson, the co-founder and Managing Partner of GrowAbility Equity. Kevin brings over three decades of business acumen and entrepreneurial experience to the table, with a deep expertise in real estate investing that dates back to 2005. His journey started with single-family rentals and flips, eventually transitioning into both active and passive multifamily investing. Kevin's portfolio is impressive, spanning various asset classes, including self-storage, hotels,

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40:48

Achieving Financial Freedom Through Passive Income

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/08/14

In this episode, I had the pleasure of having Justin Donald, a renowned expert in lifestyle investing and a true embodiment of entrepreneurial success. Justin shared his incredible journey of multiplying his net worth to eight figures in under two years through strategic relationships and savvy investing. Justin’s first significant step towards this goal was investing in a mobile home park, which within 21 months, generated enough passive income for him and his wife to leave their jobs. His

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45:58

Innovative Strategies for Multigenerational Wealth

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/08/07

In this episode, I had the pleasure of speaking with Alex Felman, an entrepreneurial professional who is currently embarking on his fourth startup venture. His diverse skill set has led him to establish and run his own family office, the Felman Family Office, while also collaborating with family offices worldwide. Throughout our discussion, Alex shared insights from his 20-year career as an educator and his experience within the family office industry, which inspired him to create Exponential U

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45:00

Building Trust and Wealth: Sustainable Growth...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/07/31

In today’s episode, I had the pleasure of interviewing Josh McCallen, a distinguished leader with a remarkable track record of turning around failing companies and launching successful ventures. Josh's journey is nothing short of extraordinary, having transformed two bankrupt companies into thriving multimillion-dollar operations and created ten unique restaurant concepts generating over $6 million annually. As a keynote speaker at ten accredited investor summits and twice achieving Inc. 5000

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43:59

Navigating Market Shifts: Building Wealth Through...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/07/24

In today’s episode, I had the pleasure of sitting down with Darin Davis, a distinguished industry leader and entrepreneur boasting over 25 years of real estate experience. With an impressive track record of managing over $1 billion in debt and equity as both a Sponsor and LP, Darin has successfully navigated multiple market corrections. Currently an active managing partner at Presario Ventures, Darin's entrepreneurial spirit led him to recently found Club Capital, aimed at addressing investor

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45:05

Exploring Holistic Approaches to Wellness:...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/07/17

In our latest episode, we have Regan Archibald, Lac, FMP, a trailblazer in the fields of peptide therapy, functional medicine, and longevity. As one of the nation's foremost experts in these areas, Regan has made significant strides in transforming healthcare through his innovative approaches. His award-winning center, EastWest Health, stands as a testament to his commitment, having conducted over 8,789 comprehensive blood labs that delve into 94 critical health markers. This thorough analysis

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45:09

Empowering Business Owners: Expert Guide to Wealth...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/07/10

In this episode, we are thrilled to welcome Mark J. Kohler, M.PR.A., C.P.A., J.D., a distinguished Founding and Senior Partner at KKOS Lawyers. Mark is renowned for his expertise in tax, legal, wealth, estate, and asset protection planning. Mark has dedicated his career to helping clients navigate the intricate landscapes of legal and financial matters to achieve their American Dream. As a co-founder and Board Member of the Directed IRA Trust Company, Mark has been at the forefront of innovative

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39:50

Creating and Sustaining Wealth: Innovative Strategies...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/07/03

In the latest episode of Wealth Strategy Secrets of the Ultra Wealthy, I had the privilege of hosting Jan Petke, founder and managing partner of C100Global. Jan brings a wealth of experience and a unique perspective on managing and preserving significant wealth. As the leader of a UNHWI CentiMillionaire Peer Advisory Board, Jan is dedicated to guiding wealth creators and their families through the intricate challenges that come with substantial financial success. In our discussion, Jan shared his

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37:11

A Comprehensive Analysis At The Current Market Trends...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/06/26

In this episode, we have Jason Nees, Pantheon Investments Portfolio Manager and we dive into a comprehensive discussion about the current state of the economy, particularly with a focus on market updates, opportunities, and risks for capital allocation. We tackle and provide you with a macroeconomic assessment, highlighting the resilience in some areas while expressing concerns about consumer behavior and mixed performance across different sectors in the stock market. Our conversation delves into

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44:51

Mental Mastery: Transform Your Thinking, Transform...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/06/19

In the latest episode, I had the incredible pleasure of hosting Vered Kogan, a powerhouse in the field of mindset coaching and transformational change. Vered is not only a keynote speaker and author, but she is also the CEO of the Momentum Institute, where she leads with a vision to help individuals and organizations break through mental and emotional barriers to achieve extraordinary success. What sets Vered apart is her mastery of a variety of modalities for rapid transformational change. She is

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01:07:12

From Struggle to Strength: Mastering Health and Peak...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2024/06/12

In our latest episode, we had the privilege of sitting down with Andrés Preschel, an extraordinary individual whose journey from overcoming personal health challenges to becoming a leading figure in the world of applied physiology and wellness is nothing short of inspiring. Diagnosed with Attention Deficit Disorder (ADD) at a young age, he faced numerous health issues resulting from medication, including anxiety, insomnia, and body dysmorphia. Despite these challenges, Andrés harnessed the support

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222 results

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