Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today’s solo episode takes a hard look at what’s really broken in the traditional wealth planning model—and why it’s failing so many investors. Dave breaks down the flawed assumptions behind conventional strategies like the 60/40 portfolio, tax deferral, and one-dimensional public market investing. From the dangers of underestimating taxes, fees, and inflation, to the risks of outliving your money, Dave shares why relying on outdated financial advice may be sabotaging your long-term freedom. With his entrepreneurial mindset and deep experience, Dave challenges listeners to think beyond Wall Street’s narrative. He introduces smarter, more efficient ways to build wealth—through strategy stacking, alternative investments, and a focus on control and legacy. If you’re tired of riding the market rollercoaster or wondering if you’ll have enough in retirement, this episode will give you the clarity to start thinking differently about your financial future.   👉 Download your free copy of Dave’s book and learn more: https://holisticwealthstrategy.com  👉 Book a call with our team or join the mastermind: https://holisticwealthstrategy.com

Today’s episode features an insightful conversation with Robin Waite, a seasoned entrepreneur, business coach, and author of Take Your Shot. Robin has helped thousands of coaches, consultants, and service providers build thriving businesses with clarity and purpose. He’s joined by our host, Dave Wolcott, serial entrepreneur and author of The Holistic Wealth Strategy. Together, they break down one of the most accessible – yet often overlooked – ways to build wealth: launching and scaling a service-based business. Robin brings a unique perspective that combines deep business strategy with powerful lessons on pricing, psychology, and money mindset – two critical areas where most entrepreneurs struggle. Drawing from his journey of leaving a traditional job to become successfully “unemployable,” Robin shares hard-earned lessons from 21 years of building, scaling, and selling businesses. He explains why service-based businesses can offer unmatched freedom, creativity, and scalability, especially in today’s world where tools like AI and online marketplaces make starting up more accessible than ever. Robin and Dave also dig into common pitfalls, such as the dangers of vanity metrics and the “sales cycle of doom,” while giving actionable advice for anyone considering entrepreneurship or looking to take their existing business to the next level. Whether you're dreaming of leaving your W2 job or refining your pricing strategy, this episode provides practical frameworks and mindset tools to create true financial and personal freedom. In this episode, we discuss: How to transition from a job to entrepreneurship and why a gradual approach works The advantages of launching and scaling a service-based business Pricing strategies and overcoming money mindset barriers Why clarity, purpose, and values matter more than chasing vanity metrics  

Welcome back to Wealth Strategy Deep Dives—your shortcut to building real wealth outside of Wall Street. In this episode, I walk you through two real-world wealth avatars: Conventional Carla and Strategic Sam. One is stuck in the traditional financial system. The other is scaling with clarity, control, and cash flow. Carla follows the mainstream playbook—401(k)s, high taxes, and financial advisors telling her to “just ride it out.” But she's frustrated, taxed to the max, and out of control. Then there's Sam: a business owner playing a 3D wealth game with passive income, tax strategy, infinite banking, and a full dream team supporting his legacy vision. This episode will challenge you to ask—which game are you playing, and is it getting you where you want to go? 📘 Grab your free copy of the book: www.holisticwealthstrategy.com 🎥 Watch the episode with visuals: Pantheon Invest YouTube Let’s break free from conventional traps—and play offense with your wealth.  

In this engaging discussion, Matt Sumner, founder of Outbound Investment, shares insights from his 15+ years of guiding clients in international wealth strategies. He highlights the increasing demand for global mobility and dual citizenship in today's rapidly changing world. Matt also presents a four-pillar framework centered on mobility, tax strategies, asset protection, and global investments. He emphasizes the importance of diversifying risk through international opportunities and adapting to the evolving geopolitical landscape.

Welcome back to another episode of Wealth Strategy Deep Dives, where we distill powerful wealth-building strategies into short, tactical episodes. Today we’re uncovering one of the most essential frameworks behind building sustainable wealth: The Cash Flow Strategy of the Wealthy. In this solo episode, I walk you through the exact cycle the ultra-wealthy use to create capital, protect it, and compound it over time. We’ll cover how to generate value through your business or W2 income, then use tools like infinite banking to amplify your wealth before investing into tangible assets like real estate and private equity. I also explain how tax-free wealth, passive income strategies, and alternative investing work together in this flywheel—giving you the roadmap to achieve financial independence and build lasting legacy wealth. It all starts with getting in the game, and then it becomes rinse and repeat. 📘 Grab your free copy of the book: www.holisticwealthstrategy.com 🎥 Watch the episode with visuals: Pantheon Invest YouTube  

Gary McDermid, a former Navy officer turned entrepreneur and cash flow engineer, shares his remarkable journey toward financial freedom through real estate investment and strategic planning. He reveals how military advice sparked his wealth-building path and discusses overcoming self-limiting beliefs. Gary delves into the integration of real estate with tax planning to enhance cash flow and wealth generation. Plus, he highlights key insights from his book, ‘Set Your Own Goals or Someone Else Will,’ focusing on mindset shifts essential for achieving personal goals.

Welcome back to Wealth Strategy Deep Dives—your shortcut to building real, lasting wealth. In this episode, I break down the cash flow strategy used by the ultra-wealthy to scale capital, protect their assets, and generate tax-efficient passive income. We start with the most powerful source of capital—you. Whether you’re a business owner or a W2 earner, your income is the launchpad. But instead of spending it, the wealthy channel it into tangible assets like real estate and energy, stack strategies like infinite banking, and create a rinse-and-repeat wealth engine that multiplies over time. I walk you through the step-by-step cycle that turns earned income into legacy wealth—and how to start doing it yourself. 📘 Grab your free copy of the book: www.holisticwealthstrategy.com 🎥 Watch the episode with visuals: Pantheon Invest YouTube Let’s move from active earning to passive scaling—and unlock the true strategy behind financial freedom.

Today we have an exciting episode with a true innovator at the intersection of technology and entrepreneurship: Mike Koenigs. Mike is a renowned serial entrepreneur, bestselling author, investor, and a sought-after thought leader in the world of AI and exponential growth. With accolades like speaking engagements at Peter Diamandis's Abundance360 and close collaborations with visionaries like Dan Sullivan, Mike is at the forefront of helping business owners harness the transformative power of AI to scale with speed and precision.   Host Dave Wolcott sits down with Mike for a dynamic discussion that goes beyond the basics, breaking down the myths and opening the door to the practical, everyday applications of AI. Whether you're an entrepreneur, investor, high-income professional, or just curious about how AI can revolutionize your life, business, and wealth strategy, this episode will equip you with actionable insights and a fresh mindset.   Mike shares how AI is far more than just a tool—it's a first-draft partner and exponential thinking assistant. He demonstrates how founders and executives can begin implementing AI even without a technical background, highlighting practical use cases, powerful tools, and his “trillionaire mindset”—a way of thinking designed to 10x your impact in every area of life.   In this episode, we discuss: How to reframe your mindset for AI and approach exponential thinking The latest AI tools and agents that can replace entire teams and hours of work Practical steps for integrating AI into your business, even as a non-technical founder How AI is reshaping wealth strategy, marketing, health, and everyday productivity Click here to learn more: https://pantheoninvest.com/episode169

Welcome back to Wealth Strategy Deep Dives—your go-to series for fast, impactful insights on building lasting wealth. In today’s episode, I explore one of my favorite questions to ask: What does wealth actually mean to you? Too often, society defines “rich” through flashy cars and big homes. But real wealth? It’s multi-dimensional. I unpack the six forms of capital—financial, human, social, emotional, spiritual, and intellectual—and how they collectively shape your true net worth. From building community to protecting your health, from spiritual alignment to growth mindset, this episode challenges you to redefine wealth far beyond your portfolio size. 📘 Grab your free copy of the book: www.holisticwealthstrategy.com 🎥 Watch the episode with visuals: Pantheon Invest YouTube Let’s build a wealth strategy that’s rich in every area of life.  

Joining us today is Shuvam Bhaumik, a trusted advisor and a returning favorite to our virtual family office at Pantheon Investments. Shuvam's insights have been instrumental for high net worth individuals navigating the often turbulent and unpredictable waters of the current financial markets. In this episode, your host, Dave Wolcott, and Shuvam delve into the existing state of the markets and how the ultra-wealthy are managing their portfolios during this time of high volatility and uncertainty. Shuvam reveals the importance of creating resilient portfolios and offers invaluable advice on avoiding common psychological traps that lead to emotional investment decisions. Together, they unpack the ripple effects of geopolitical issues such as tariffs and trade wars on portfolios. Shuvam emphasizes the significance of having a predefined investment policy statement to help investors stick to their strategies, especially in chaos. They also discuss the role of private markets, alternative investments, and infinite banking as part of a comprehensive wealth strategy aimed at achieving true financial resilience. Packed with actionable strategies and calming perspectives, this episode is essential listening for anyone looking to make informed decisions about their financial future while mitigating risks. In this episode, we discuss: The impact of tariffs and global trade wars on investment portfolios. The importance of having an investment policy statement to navigate market uncertainty. Leveraging private markets, alternatives, and infinite banking for financial resilience. Psychological traps investors should avoid during market volatility. Click here to learn more: https://pantheoninvest.com/episode168