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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

48:31

Best of 2025: Tax Strategies, Financial Education,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/01/07

Today's episode is packed with powerful insights as we welcome a distinguished panel of guests, including Stephen Hall, Sharon Lechter, Ani Manian, and Aaron Hofrichter, alongside your host, Dave Wolcott. Together, they bring a wealth of experience in tax strategy, wealth acceleration, financial education, and the mindset required for lasting prosperity. We kick things off with Stephen Hall, a second-generation tax expert from Robert Hall and Associates, who breaks down the crucial differences

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08:28

Wealth Begins With Self-Awareness with Richard Coyne...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2026/01/02

In this episode, Dave Wolcott joins the Road Less Travel Show to share the personal journey that shaped his approach to wealth, leadership, and purpose. From growing up in a middle-class household in Connecticut to serving four years in the U.S. Marine Corps, Dave reflects on the lessons of leadership, integrity, and teamwork that stayed with him long after his military service. After transitioning into corporate America, he found himself frustrated by the lack of mission and purpose—until

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41:00

Living Your Legacy: Building Connection, Harmony, and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/12/31

Today's episode features an inspiring conversation with Karishma Ismail, an expert in helping high-achieving entrepreneurs and families create meaningful connections and lasting legacies. Joining host Dave Wolcott, Karishma Ismail brings her personal journey as a first-generation immigrant and successful entrepreneur, highlighting the struggles and lessons learned along the way—from witnessing her father's tireless work ethic to navigating her own path through burnout, success, and ultimately,

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06:22

How the Top 1% Actually Build Legacy Wealth

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/12/26

In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott joins Brett Swarts on the Build With The Billions podcast to unpack the mindset and strategies behind true legacy wealth. Dave shares his personal journey—from growing up in a middle-class household and serving as a Marine Corps captain to becoming a father of triplets overnight, a moment that forced him to rethink everything he had been taught about money. When traditional advice like maxing out a 401(k) fell short, Dave

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57:58

Energy Investing Strategies: Minerals, Royalties, and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/12/24

Today we're bringing you an insightful conversation with Tim Pawul, one of the clearest voices in energy alternative investments. Tim is the founder of a merchant bank specializing in oil and gas mineral rights, royalty interests, and non-operated working interests—a sector most investors have heard of but few truly understand. Based in Houston, Texas, Tim has spent over a decade at the forefront of oil and gas investing, earning a reputation as an expert and thought leader in this space. In this

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07:52

Infinite Banking: The Missing Liquidity Strategy Most...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/12/19

Most investors believe wealth is built by accumulating assets and waiting until retirement to enjoy them. But the ultra-wealthy play a very different game—one focused on control, liquidity, and velocity of capital. In this Deep Dive, Dave Wolcott breaks down why traditional accumulation strategies often fail high-earning investors and how a more holistic approach to wealth changes everything. Dave explains why over-concentration in real estate can quietly create risk, how Infinite Banking works when

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40:37

Deferred Sales Trust Explained Strategies to Defer...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/12/17

Today's episode features a powerhouse in the world of tax strategy and wealth building—Brett Swarts, CEO of Capital Gains Tax Solutions. As one of the nation's leading experts in advanced exit planning, Brett Swarts brings a wealth of knowledge on how entrepreneurs, business owners, and investors can dramatically reduce their tax burden during major liquidity events. If you're tired of feeling like the IRS is your largest beneficiary when selling highly appreciated assets, this episode is a

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10:16

From Middle-Class Mindset to Ultra-Wealth Strategy

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/12/12

In this episode of the Wealth Strategy Deep Dives solo series, Dave Wolcott sits down with Chris Larsen to share the personal turning point that pushed him beyond traditional financial advice and into the world of alternative investing. After serving in the Marine Corps, transitioning into tech, and suddenly becoming a father to triplets, Dave realized that "max out your 401(k)" wasn't a true wealth-building plan. This launched a 20-year journey exploring asset classes like real estate, oil & gas,

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55:16

Wealth Beyond Numbers: Holistic Strategies for...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/12/10

Today's episode features a truly transformative conversation with Ani Manian, an entrepreneur, master coach, and the aptly named "Mind Whisperer." Ani brings a unique and profound perspective to the Wealth Strategy Secrets of the Ultra Wealthy podcast, challenging listeners to rethink everything they know about wealth. With a background spanning from working with billionaires to overcoming a childhood marked by extreme scarcity, Ani offers insights that go far beyond dollars and passive income. Host

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09:29

From Investor to Wealth Architect: Your Next Level

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/12/05

In this episode, Dave Wolcott breaks down the framework inside the Holistic Wealth Strategy and explains why wealth acceleration isn't just about investing—it's about having the right team behind you. Dave shares his early journey as an LP investor across real estate, private credit, energy, and alternative assets, and how two decades of experience led him to build a blueprint inspired by how the top 1% manage wealth. He introduces the 5 phases of the Holistic Wealth Strategy: mindset, financial IQ,

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40:57

Why Legacy Wealth Fails and How to Create Lasting...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/12/03

Today, we have a truly inspiring guest joining us, Barry Garapedian. Barry is a 39-year Wall Street veteran and founder of Mag7 Consultants, and he's made it his mission to empower the next generation of leaders. With decades of experience in family governance, coaching heirs, and guiding young minds, Barry has distilled what he calls the "16 attributes of high performance"—essential skills, habits, and values that go far beyond what's taught in schools. Barry's impact reaches deep into the lives of

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36:06

The Million Dollar Decision: Outsmarting Fees and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/11/26

Today we have a truly insightful guest, Robert Rolih, joining host Dave Wolcott for an episode packed with hard-earned wisdom on building and protecting wealth. Robert Rolih is the international bestselling author of "The Million Dollar Decision," a book that has empowered thousands of investors across 70+ countries to simplify their investing approach, slash risk, and win long-term. Having built his own fortune as an entrepreneur before losing much of it by trusting the wrong financial advisors,

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09:01

How the 1% Really Build Wealth

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/11/26

In this episode, Dave Wolcott shares the pivotal journey that pushed him beyond traditional financial advice and into the world of alternative investing. From serving in the Marine Corps to suddenly becoming a father of triplets, Dave realized that maxing out retirement accounts wasn't enough to secure his family's future. That moment launched a 20-year pursuit into real estate, private credit, oil and gas, and other non-correlated assets—ultimately shaping the investment thesis behind Pantheon and

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08:38

The Playbook for Financial Freedom: Mindset,...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/11/21

In this dynamic solo episode, Dave Wolcott and Justin Donald dive deep into how investors can move beyond Wall Street's one-dimensional approach to wealth building and adopt the same frameworks used by the ultra-wealthy. Dave shares his personal journey—from being raised on the traditional "go to school, get a job" mindset to discovering the Cashflow Quadrant and building a diversified portfolio across real estate, private equity, oil and gas, and other alternative assets. Alongside Justin, author

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41:44

Airbnb Investing: Data, Cash Flow, and Tax Hacks for...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/11/19

Today's episode features an illuminating conversation with John Bianchi, recognized as an Airbnb data savant and former head of data for the largest short-term rental investment fund in the US. Joining host Dave Wolcott , John Bianchi brings his deep expertise in Airbnb investing, data analytics, and business strategy to shed light on the world of short-term rentals. Having managed millions as a financial advisor before pivoting to Airbnb, John Bianchi shares his unique perspective on the

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05:43

The Hidden Structure of Wealth: Inside the...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/11/14

In this Wealth Strategy Deep Dive episode, Dave Wolcott breaks down one of the most powerful yet misunderstood frameworks used by the ultra-wealthy — the family office. While most investors think financial planning is the full picture, true wealth management operates on multiple dimensions: strategic tax planning, estate and asset protection, risk management, investment strategy, and even philanthropy. Dave shares how the elite structure their teams of top-tier advisors to make every decision—from

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33:53

How the Ultra Wealthy Build Resilient Portfolios and...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/11/12

Today's episode features an exceptional guest, Mike Alexander, who brings over two decades of deep expertise in family offices, institutional investing, and alternative assets. Recently joining the Pantheon team as Director of Alternative Investments Portfolio and Capital Markets, Mike Alexander offers a rare, insider's perspective on how the ultra-wealthy strategically build and protect wealth. Host Dave Wolcott invites listeners to take a behind-the-scenes look at what truly drives effective asset

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07:05

Designing Your Future: Creating a Vivid Vision for 2025

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/11/07

In this transformative solo episode, Dave Wolcott explores one of the most overlooked foundations of wealth creation — vision. Joined by visionary strategist Jennifer Hudye, founder of Vision Driven and partner of Cameron Herold (author of Vivid Vision), this conversation dives deep into how top entrepreneurs clarify, articulate, and live out their three-year vision for both business and life. Jennifer shares her own powerful story — from hitting career milestones like working with Tony Robbins to

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44:50

The Truth About Cash Flow, Tax Strategies, and Risk...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/11/05

Today's episode features a dynamic conversation with Spencer Hilligoss, Founder of Madison Investing, and your host, Dave Wolcott—serial entrepreneur and author of the bestselling book "The Holistic Wealth Strategy." Spencer brings a wealth of experience as both a technologist and seasoned real estate investor, having gone full cycle on over 20 private real estate deals across asset classes like multifamily, self-storage, and medical office. Together, Spencer and Dave help investors cut through the

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03:41

Understanding the K-1: The Tax Advantage the...

Wealth Strategy Secrets of the Ultra Wealthy Podcast ·

2025/10/31

Welcome back to Wealth Strategy Secrets of the Ultra Wealthy! I'm your host, Dave Wolcott, and in this solo Wealth Strategy Deep Dive, we're unpacking one of the most misunderstood yet powerful tools in alternative investing — the K-1. If you've ever invested in a real estate syndication, private equity deal, or energy partnership, chances are you've heard, "Don't forget your K-1." But what exactly is it, and why does it matter? In this episode, Dave breaks down how the IRS Schedule K-1 works, why

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