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PODCAST

Wealth Strategy Secrets of the Ultra Wealthy Podcast

Wealth Strategy Secrets of the Ultra-Wealthy is a top-ranked investing podcast for entrepreneurs, accredited investors, and high-income professionals who want to build wealth beyond Wall Street. Hosted by Dave Wolcott—Founder of Pantheon Investments and author of The Holistic Wealth Strategy—this show reveals how the ultra-wealthy and family offices actually invest, reduce taxes, and create long-term financial freedom. Each episode uncovers advanced wealth strategies including: private market

business investing

All Episodes

08:29

Why Wealth Strategists Think Differently Than Wall...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/04/24

In this powerful conversation, Dave breaks down a fundamental shift that high-performing investors must make to truly build lasting wealth—moving from a traditional financial planning mindset to a strategic, holistic wealth approach. Through a clear side-by-side comparison, Dave illustrates how the conventional "4% withdrawal rule" from a $4M portfolio can leave investors with far less than expected after taxes, fees, and inflation. In contrast, leveraging private investments like real estate can

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17:56

Identity Shifts and Peak Performance: Todd Herman's...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/04/22

Today's episode features an extraordinary guest, Todd Herman, globally recognized peak performance coach and the mind behind the transformative "alter ego" methodology. Todd Herman has worked with legendary athletes such as Kobe Bryant and top performers across sports, business, and entertainment. Through decades of coaching high achievers, Todd Herman has gained profound insight into the real drivers of sustainable success—and it all starts with your identity. This conversation dives into why

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08:06

Do This 10X Vision Exercise Today!

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/04/17

In this Wealth Strategy Deep Dive, Dave Wolcott takes a step back from tactics and dives into something far more foundational—your identity and vision as a wealth builder. If you're stuck in short-term thinking or feel like you're reacting instead of designing your life, this episode introduces a powerful exercise to reset your trajectory. Dave breaks down how true wealth isn't just financial—it's multidimensional, spanning health, relationships, purpose, and legacy. And it all starts with one

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39:07

Venture Capital Explained: How the Ultra-Wealthy...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/04/15

Today we're joined by an exceptional guest, Mike Collins, the founder of Alumni Ventures and a true veteran of venture capital. With a career that began in the mid-1980s and has spanned decades of technological evolution, Mike has backed some of the most transformative companies in the tech world and has helped Alumni Ventures grow into a top 20 VC firm, managing billions and making venture investing accessible to thousands of individuals. But this episode isn't just about track records and

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09:55

The Wealth Pyramid: Build Before You Scale

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/04/10

In this episode with Curtis May, Dave Wolcott breaks down one of the most misunderstood truths in wealth building: it's not about chasing higher returns—it's about fixing your structure. Too many high-income earners remain financially fragile because they skip the foundational steps and jump straight into "home run" investments. Dave unpacks why true wealth starts with building a strong financial base—focused on liquidity, protection, and tax efficiency—before layering on growth strategies. Dave

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29:45

Why Most Businesses Fail at Profit and How to Fix It...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/04/08

Today's episode features an inspiring conversation with Mike Michalowicz, the acclaimed author of "Profit First" and a leading voice in the world of entrepreneurial finance. Mike's journey is both relatable and educational—after building and selling multiple companies, he experienced losing it all and having to rebuild from scratch. This humbling experience pushed Mike to challenge traditional business formulas and inspired the innovative Profit First methodology, now used by countless businesses to

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01:01:04

Achieve Greatness: Mentorship and Mindset Secrets...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/04/01

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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39:48

Managing Money Mindset: Strategies for Reducing...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/03/25

Today we have an inspiring guest, Carrie Friedberg, joining Dave Wolcott on the Wealth Strategy Secrets of the Ultra Wealthy Podcast. Carrie is a personal finance coach with a remarkable story—despite having advanced education and a rewarding career, she found managing her own finances confusing and overwhelming. Through her journey, Carrie discovered that while many of us are high achievers in our professional lives, we're often not taught the critical basics of personal finance, leading to

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07:59

Why Risk Is Often Misunderstood in Investing

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/03/20

In this episode of Wealth Strategy Deep Dives, Dave Wolcott challenges the traditional idea of risk in investing. Many advisors warn investors to avoid alternatives like self-directed IRAs, private lending, or real estate because they appear "too risky." But Dave explains that the real question should always be "risky compared to what?" Through his own investing journey, he shares how he evaluated the opportunity cost of leaving capital trapped in a 401(k) versus redeploying it into tax-advantaged

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58:38

Why Traditional Financial Advice Fails and How the...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/03/18

Today's episode features a dynamic conversation with Chris Naugle, an entrepreneur whose journey has taken him from professional snowboarding to building successful businesses and ultimately redefining his approach to wealth. Chris is a former Wall Street financial advisor who walked away from the traditional system after discovering that the way he was trained to build wealth wasn't how the ultra-wealthy actually do it. In this engaging discussion, Chris shares candid stories from his upbringing in

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54:12

Mastering Tax-Advantaged Investing Strategies with...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/03/11

Today's episode features an impressive guest, Tom Bratkovich, Managing Director at DCA Family Office. With a unique background as an aerospace engineer turned venture capitalist, Tom has spent decades at the intersection of private markets, institutional investing, and family office wealth management. His extensive track record includes building a venture platform inside a multibillion-dollar family office, advising large pension plans and sovereign wealth funds, and now guiding ultra-wealthy

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09:25

The Biggest Mistake High-Income Investors Make

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/03/06

In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott explores a powerful but often overlooked principle of wealth creation: your net worth is driven not only by financial IQ but also by relationship capital. The ultra-wealthy understand that one key relationship, partnership, or opportunity can dramatically change their trajectory. Dave explains why building meaningful relationships, increasing your financial knowledge, and surrounding yourself with the right network can

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41:52

Building Trust and Relationship Capital: Strategies...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/03/04

Today we have an exceptional guest joining us, Robin Dreeke. Robin is a retired FBI special agent and former chief of the Counterintelligence Behavioral Analysis Program, bringing more than two decades of experience strategizing trust in high-stakes environments. His expertise isn't limited to recruiting spies and building alliances in the world of intelligence—Robin's unique perspective translates directly to entrepreneurship, investing, and relationship-building in business. Throughout his career,

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10:00

Learn Infinite Banking & the Infrastructure of Wealth...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/02/27

Most investors spend their lives chasing higher returns—jumping from deal to deal—without ever building the infrastructure needed to create lasting wealth. In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott breaks down the five-phase Holistic Wealth Strategy, revealing how high-net-worth families and family offices actually structure their wealth for control, protection, and long-term growth. Dave explains why infinite banking plays a foundational role in wealth

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43:01

Learn How the Ultra-Wealthy Build Modern Portfolios...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/02/25

Today we have an insightful episode featuring Gary Dorfman, CEO of Thryve Wealth Management and a thirty-year veteran of Wall Street. Gary's experience includes leadership roles at major firms like Sanford Bernstein and Robertson Stephens, and he now leads a boutique RIA focused on innovation and tailored solutions for clients. Joining us is your host, Dave Wolcott, author of "The Holistic Wealth Strategy" and a serial entrepreneur dedicated to helping investors build lasting wealth. Gary brings a

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22:41

The Real Reason You Procrastinate With Money

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/02/20

In this powerful episode of Wealth Strategy Deep Dives, Dave Wolcott welcomes Keala Kanae who completely reframes how we think about procrastination, self-sabotage, imposter syndrome, and fear. Rather than treating these as flaws to "fix," the episode reveals a deeper truth: we don't have a motivation problem—we have an alignment problem. When our goals are misaligned with our core values, the brain resists through procrastination, hesitation, and self-doubt. But when values and goals align,

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56:44

Building Wealth with Purpose: JP Newman's Journey...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/02/18

Today's episode features an inspiring conversation with JP Newman, the founder of ThriveFP, a private equity firm behind over $2 billion in multifamily transactions. With nearly two decades of real estate experience and a passion for "purpose-driven capitalism," JP brings a fresh perspective on building wealth—not just financially, but holistically. Our host, Dave Wolcott, dives deep with JP, exploring his unique journey from growing up in an entrepreneurial family, to an early career at Sony

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05:46

From Vision to Passive Income: The Ultra-Wealth Playbook

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/02/13

In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott joins Mike Zlotnik for a deep dive into the Holistic Wealth Strategy—a comprehensive framework designed for entrepreneurs and investors who want to move beyond traditional financial advice. Dave explains why true wealth creation starts with a clear vision statement and a growth mindset, then walks through the foundational phases of increasing your financial, health, mindset, and relationship IQ. He challenges conventional

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53:37

Tax Strategies the Ultra Wealthy Use to Accelerate...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/02/11

Today's episode features a powerhouse guest, Justin Maxwell, whose approach to wealth goes far beyond simply saving on taxes. Justin Maxwell is an entrepreneur and tax strategist who, after starting his career as a schoolteacher, discovered a passion for solving one of the biggest problems facing high earners: why do so many successful people overpay the IRS simply due to lack of proactive planning? Today, he's co-owner of a specialized accounting firm focused on helping entrepreneurs and investors

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46:25

Wealth Strategies 2026: Multifamily Market Insights,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/02/04

Today, we're delighted to welcome back Neal Bawa, a recognized expert in data-driven real estate investing. Neal is widely known for cutting through market hype and using objective data to guide his macroeconomic outlooks and investment strategies. His background in computer science and passion for data science brings a refreshing perspective to an industry often influenced by speculation and headlines. On this episode of Wealth Strategy Secrets of the Ultra Wealthy, host Dave Wolcott teams up with

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