

Wealth Strategy Secrets of the Ultra Wealthy Podcast
Dave Wolcott
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 of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success.
In "Wealth Strategy Secrets of the Ultra Wealthy," you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth.
Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone.
Tune in to "Wealth Strategy Secrets of the Ultra Wealthy" and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey!
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 of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success.
In "Wealth Strategy Secrets of the Ultra Wealthy," you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth.
Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone.
Tune in to "Wealth Strategy Secrets of the Ultra Wealthy" and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey!
Episodes
Mentioned books

Mar 28, 2022 • 46min
The Magic of Depreciation
We were fortunate enough to speak with Josh McCallen on this episode. Josh is the Co-founder of Accountable Equity as well as host for the top rated podcast, Capital Hacking. Josh opens up about his personal life and journey to entrepreneurial success, he talks about how being busy with 10 children has not stopped him from being aligned with purpose. Josh speaks of the many private equity options available, and how investing in resorts can be a joy on an entirely different level. He goes on to describe how he had a change of mind and started thinking differently to build assets and get non taxable cash flow. “Depreciation is like magic” Josh quotes, explaining the IRS’ allowance to offset your passive income. Invest your time and listen to some really valuable insights from Josh McCallen that will take your investment to a whole new level. Connect with us Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/pantheon-invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Mar 21, 2022 • 29min
Mitigate Investment Risk by Understanding the Key Components to Successful Underwriting
From the hospitality industry to alternative investments, Rob Overstreet shares his story of jumping into the world of multi-family properties! In this episode, Rob shares the key components of underwriting. He explains how this process is not just about knowing what type or model you want - it's also crucial that you take your time and explore all options before determining your investment. Wealth is never an accident. It's always the result of careful planning, consistent hard work and good decisions that are geared towards your future goals! Rob speaks of the three key points during underwriting: rent growth, cap rate, and making sure you have well-capitalized real estate deals in place for stability. With a philosophy on wealth strategy like Rob's, you'll be sure to accelerate your progress in investing and life! Listen now and increase your financial IQ on how due diligence on underwriting can mitigate your risk. Connect with us Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/pantheon-invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Mar 14, 2022 • 59min
How Infinite Banking Can Exponentially Multiply Your Wealth
Today we are joined by MC Laubscher as we delve into another wealth strategy secret of the ultra-wealthy, the Infinite Banking concept. This strategy is extremely powerful and can become a cornerstone to your wealth strategy. Join us as MC shares his personal investing strategy of how investors and business owners can create, recover, warehouse and multiply cash flow through advanced strategies including infinite banking. “What’s not working in America today is typical financial planning advice, 401k’s and other qualified plans” says MC. MC further points out that Infinite Banking is a comprehensive approach that has a multiplier effect in: Gaining back control of your financial future Creating a tax free income stream for retirement Creating a liquidity vehicle that can be accessed for virtually anything Amplifying your real estate investment returns Providing asset protection for your family Avoiding taxes & probate when transferring your wealth to your heirs If you are interested in learning more about how this Infinite Banking Strategy can be incorporated into your wealth strategy please visit: www.pantheoninvest.com/banking Connect with us: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/pantheon-invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Feb 8, 2022 • 37min
How Investing in Self Storage Can Add Recession Resistance to Your Portfolio
I recently had the opportunity to interview Kris Bennett on the Wealth Strategy Secrets of the Ultra Wealthy Podcast! In this episode, Kris shares his transition from ministry to real estate investments and private equity. He emphasizes the benefits of investing in self storage and real estate assets that can be non-correlated to the stock market and therefore provide recession resistance. Kris also explains his wealth building journey and how to take practical steps to live a life of abundance and balance. We also dive into why now is the time to invest in the self storage asset class and how the outlook for 2022 and beyond is extremely strong. Connect with us: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/pantheon-invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Feb 8, 2022 • 35min
How Mindful Investing Can Create Financial Freedom
Today we are joined by, Omar Khan who dives into his journey to entrepreneurship and his success in the real estate industry. Omar shares his financial plans and goals and how they are focused on creating a lifestyle of freedom. He also points out why he favors real estate development opportunities and how they differ from traditional value add deals. Omar says, “What is financial freedom? It's different for everyone, but it usually means having enough money so that you can live your life and purpose without worrying about how much more debt there might be or if today will finally be the day where everything falls apart. And while many people pursue this dream through traditional routes like working hard at a job and saving up some cash before heading out into society to start living large (or even just getting by), others find themselves with unique paths towards self-reliance--whether they've chosen minimalist lifestyles or something greater.” Connect with us: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/pantheon-invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Feb 8, 2022 • 31min
Why You Need Clarity, Courage, and Leadership in Your Life
Today we are joined by Dale Walls who shares his journey going from a rough childhood upbringing to the Marine Corps to building a 200 person IT Services business to today running the Lion's Guide. Dale's core success philosophy consists of establishing clarity, having courage and leading the way. Having the knowledge that you need to enact your vision and always seeking truth. The more clarity you establish, the more your confidence grows, and confidence leads to courage, courage leads to action. You've got to take ownership and go lead the way to that vision. Learn more of Dale’s rock-solid insights and strategies in this episode. Connect with us: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/pantheon-invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/

Feb 8, 2022 • 34min
How to Untap Alternative Assets with a Self Directed IRA
In this episode, Dan Kryzanowski reflects on his path to becoming an active capital raiser, equity owner, and passive investor! He unlocks his expertise in discussing how someone can invest in alternative assets using a Self Directed IRA or a Solo 401k. Dan outlines the step-by-step process of how to invest using these funds that are typically only invested in mutual funds or stock indexes. He further points out that this is also about taking control of your financial future. Stay tuned and listen to Kryzanowski's closing statement giving us his one piece superpower advice.. Connect with us: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Twitter: https://twitter.com/Pantheon_Invest LinkedIn: https://www.linkedin.com/company/pantheon-invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/