Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today we have a fascinating episode with Daniel Brereton, Director at Equity Multiple, and a true expert in both traditional and alternative investments. Daniel's journey is as impressive as it is educational—after serving as an Army officer, he translated his leadership and analytical skills to the world of private markets, first at UBS advising pensions and endowments, and now helping everyday investors unlock access to institutional-quality real estate deals. Host Dave Wolcott explores Daniel's evolution from the military to the cutting edge of wealth strategy, shining a light on how family offices and leading endowments invest beyond the stock market. Daniel shares his firsthand knowledge of asset allocation and explains why alternatives like private credit and real estate can be game-changers for building a diversified, resilient portfolio. In this engaging conversation, Daniel breaks down what true financial freedom means, what he learned by working with some of the world's most sophisticated investors, and how regular investors can benefit from private market opportunities—without needing to write million-dollar checks. Listeners will gain actionable advice on evaluating risk, choosing the right partners and sponsors, and building wealth with patience and intention. In this episode, we discuss: The fundamentals of asset allocation and diversification beyond traditional stocks and bonds Why private credit and real estate are especially attractive in today's market cycle How to assess risk, sponsor quality, and market opportunities in private market deals Actionable tips for gaining access to institutional-quality investments and accelerating your wealth trajectory https://pantheoninvest.com/episode185

In this solo episode of Wealth Strategy Deep Dives, Dave shares one of the most powerful keys to building legacy wealth—creating your dream team. Too often, investors try to grow alone, but the ultra-wealthy know that scaling wealth requires surrounding yourself with experts who can help you protect, preserve, and multiply your assets. Dave walks through the essential roles every investor should consider, from a functional medicine doctor and nutritionist who keep you performing at your peak, to proactive tax planners, asset protection attorneys, insurance strategists, and risk managers who safeguard your wealth. He explains why the right advisors should not just be at your level—but 10x above you—so you can accelerate your path to becoming your future self. This episode challenges you to ask a game-changing question: If I were to 10x my wealth today, who would I need on my team to make that happen? The answer may transform not only your portfolio, but your entire life. Ready to take the next step? Download a free copy of Dave's bestselling book The Holistic Wealth Strategy at holisticwealthstrategy.com. You'll also gain access to our exclusive investor community, packed with education, opportunities, and resources to accelerate your path to freedom.

Today's episode is an absolute must-listen for anyone eager to take charge of their financial future and break free from the Wall Street roller coaster. We're joined by Kaaren Hall, the founder and CEO of U Direct IRA Services, and a true force in the world of Self Directed IRAs. With a background rooted in real estate, mortgage servicing, and loan origination, Kaaren brings over a decade of hands-on experience empowering investors to diversify their retirement funds beyond conventional stocks and bonds. Throughout this informative conversation, Kaaren unpacks the opportunities and realities of self-direction. She shares her journey from the mortgage industry to building her own self-directed IRA firm, and reveals how investors are using these accounts to tap into real estate, private credit, precious metals, syndications, and even cryptocurrencies. Kaaren also tackles the myths and misconceptions about diversification as sold by Wall Street, emphasizing the importance of understanding your investments and taking full responsibility for your financial decisions. Practical, step-by-step advice is offered on how to open, fund, and invest through a self-directed IRA, as well as how to avoid common tax pitfalls like UBIT and UDFI. Whether you're looking to reposition idle retirement assets or just want to raise your financial IQ, Kaaren's expertise will help illuminate the path toward greater control and smarter diversification. In this episode, we discuss: The basics of self-directed IRAs and how they work Real-world myths and truths about investment diversification Tax considerations such as UBIT and UDFI How to select and perform due diligence on alternative assets Click here to learn more: https://pantheoninvest.com/episode184

In this special solo episode of Wealth Strategy Secrets of the Ultra Wealthy, Dave Wolcott breaks down one of the most misunderstood concepts in wealth building—the difference between an accumulation strategy and a passive income strategy. While traditional financial planning focuses on building a nest egg for retirement, Dave explains why shifting your mindset to prioritize consistent, sustainable cash flow can give you true freedom—no matter your age. He challenges the conventional retirement narrative, showing how freedom of purpose, time, and relationships matters far more than a "magic number" in your bank account. Dave also debunks the myths around passive income, revealing why many so-called "passive" streams like Airbnb, YouTube channels, or Amazon stores are actually businesses requiring years of effort before becoming hands-off. He dives into the deeper question of why you're seeking passive income in the first place, emphasizing that clarity of vision and intentionality often matter more than the money itself. With parallels between health and wealth, Dave shares how mindset, intellectual capital, and even longevity practices tie into building a truly holistic life—where your wealth fuels vitality, purpose, and impact. Grab your FREE copy of The Holistic Wealth Strategy and get access to our exclusive investor community here: holisticwealthstrategy.com Want to go deeper? Book a call with our team to learn about our Virtual Family Office services or join our Mastermind to accelerate your path to generational wealth: pantheoninvest.com

Today's episode features a true legend in the world of financial education—Sharon Lechter. Sharon is the co-author of the globally renowned book, Rich Dad, Poor Dad, a bestselling CPA, and a former advisor to two U.S. Presidents. Her mission: to elevate financial IQ and empower people everywhere to achieve financial freedom. Dave Wolcott sits down with Sharon for a comprehensive conversation that goes behind the scenes of the Rich Dad story—how it began, why it resonated with millions, and the powerful legacy it's still creating today. Sharon shares her unique upbringing around the language of assets and cash flow, her early business ventures, and the pivotal moment that led her to collaborate with Robert Kiyosaki and create the groundbreaking Cashflow board game. Listeners will gain a fresh perspective on wealth-building, as Sharon breaks down complex ideas like good and bad debt, the importance of true diversification, and why "assets are sexy." She also shares practical, actionable wisdom for navigating today's uncertain markets, and timeless advice for teaching children the mindset and skills they need to be successful with money. Whether you're just starting your wealth journey or looking to take things to the next level, Sharon's insights are guaranteed to change the way you think about money and legacy. In this episode, we discuss: The origin of Rich Dad, Poor Dad and Sharon's journey to financial literacy advocacy The difference between real asset diversification vs. Wall Street's version Understanding good debt vs. bad debt and how to leverage it wisely How to break the cycle of financial ignorance for the next generation Click here to learn more: https://pantheoninvest.com/episode183

In this Wealth Strategy Deep Dive, I challenge the conventional wisdom around diversification that Wall Street and traditional financial planners promote. Most investors are told to split their portfolio in a 60/40 allocation between equities and bonds, or maybe diversify further across different market caps and international equities. But in reality, that's just moving risk around within a single asset class that's still correlated to the market—and still vulnerable to volatility. Drawing from the playbooks of ultra-high-net-worth investors, family offices, and sovereign wealth funds, I break down what true diversification looks like. It goes beyond the stock market and includes non-correlated asset classes such as real estate, private equity, and businesses. But it's not just about adding asset types—it's about strategically managing risk across different environments. After all, going all-in on real estate carries its own interest rate risks too. True wealth strategy means building a portfolio that can weather any storm by thoughtfully spreading your investments across multiple, uncorrelated areas. If this episode sparked a new way of thinking for you, grab a free copy of my book at https://holisticwealthstrategy.com/ and join our investor community. You'll get exclusive access to new opportunities, deep-dive educational content, and the tools you need to create multi-generational wealth. For those ready to go further, connect with our team to explore our Virtual Family Office or join our Mastermind for advanced strategies.

Today's episode is a powerful detour from traditional wealth-building strategies as we welcome Nels Jensen to the show. Nels is the CEO of Williamsburg Learning, a thriving entrepreneur, and a dedicated yoga instructor who has mastered the art of integrating business, personal growth, and family. Unlike most stories you hear about the ultra-wealthy, Nels reveals how he became a "time billionaire"—someone who has intentionally created an abundance of free time and peace, not just financial success. In this enlightening conversation, Nels shares his journey from building a fast-growing online education company to structuring his life and business in a way that allows him to take months-long sabbaticals and truly be present with his family. He opens up about the mindset shifts required to move beyond the typical entrepreneurial trap of busyness and burnout, and instead cultivate intentionality, clarity, and harmony. Nels and host Dave Wolcott also explore the deeper aspects of living a fulfilling life—touching on consciousness, personal rituals, and how to invest your time and energy with as much precision as your money. Nels even offers actionable tools like the "Teach the Class" mindset to help listeners break free from self-imposed limitations and find more peace. In this episode, we discuss: How Nels became a "time billionaire" and structured his business for maximum freedom The importance of intentional living and mindset in breaking free from the trap of busyness Creating a personal "time and energy investment thesis" to live with more purpose and less stress Practical strategies for cultivating peace, harmony, and consciousness in everyday life Listen here: https://pantheoninvest.com/episode182

In this new Wealth Strategy Deep Dives episode, Dave redefines what it truly means to be wealthy—not just in terms of dollars and cents, but through a holistic lens that includes emotional, intellectual, spiritual, and social capital. Drawing from his own journey and inspired by thinkers like Dan Sullivan, Dave unpacks how true wealth is rooted in freedom—the freedom of money, time, purpose, relationships, and location. If you've ever felt that being "rich" isn't the same as being fulfilled, this episode is your wake-up call. Dave explains why chasing material success alone leads to burnout, and how aligning your wealth strategy with your values and purpose is the real secret to living a life of freedom, prosperity, and impact. This isn't about retirement—it's about never wanting to stop doing what you love. Download the free Holistic Wealth Strategy Framework: https://www.holisticwealthstrategy.com/ Explore exclusive alternative investments and build true wealth outside of Wall Street with Pantheon: https://pantheoninvest.com

Today's episode is truly something special. We're joined by Dr. Daniel Lacalle, a world-renowned economist, bestselling author, and former hedge fund manager with deep experience at top institutions like Citadel and Pimco. Known for his sharp macroeconomic insights, Daniel has spent decades analyzing energy, finance, and the intricate world of asset management. His books, including "Life in the Financial Markets" and "Escape from the Central Bank Trap," have become key resources for investors seeking to understand the forces shaping the global economy. Daniel brings an incredible depth of knowledge to our conversation, breaking down what's really happening behind the scenes with central banks, inflation, government debt, and the future of money. He explores why central banks have strayed from their original mission, and what this means for your wealth and investment choices. Daniel explains his unique perspective on why cash and sovereign debt—often perceived as "safe"—are now some of the riskiest assets in today's environment. He offers clear, practical strategies on how to navigate uncertainty, protect your purchasing power, and invest wisely even as traditional financial assumptions are being upended. Daniel's grounded, honest, and pragmatic approach helps cut through fear and confusion, empowering you to make smarter decisions regardless of the economic cycle. In this episode, we discuss: What's really driving persistent inflation and why "soft landings" are a myth The real role of central banks today—and the hidden risks few talk about Why gold, crypto, and hard assets are gaining ground against fiat currencies Smart strategies for protecting and growing your wealth in an era of financial repression Click here to learn more: https://pantheoninvest.com/episode181

Today's episode is truly transformative, featuring Dr. Srikumar Rao—a world-renowned executive coach, acclaimed author, and sought-after speaker. Dr. Rao has worked with high-performing entrepreneurs and CEOs from around the globe who aren't just chasing financial success but are also searching for deeper spiritual clarity and life purpose. He's the founder of The Rao Institute and the visionary behind a groundbreaking MBA course that became so popular it developed its own alumni association, taught at prestigious schools like Columbia, Berkeley, and London Business School. In this eye-opening conversation, Dr. Rao shares how he moved from a fast-tracked corporate career to helping others achieve both inner and outer wealth. He discusses how our biggest roadblocks are often our own mental models—and how changing our thinking can lead to profound personal transformation. Dr. Rao's approach combines ancient wisdom with practical daily rituals, showing listeners how they can start living with more presence, peace, and fulfillment right now. Whether you're looking to reduce stress, create more gratitude, or discover your life's true purpose, this episode is packed with actionable insights and timeless truths. Dr. Rao's signature blend of Eastern philosophy and Western practicality makes these concepts accessible and relevant for anyone seeking a richer, more meaningful life. In this episode, we discuss: Why your mental models are your biggest obstacle How to reprogram your emotional default state to gratitude Letting go of attachment to outcomes and finding joy in the journey The real purpose of life and living from a state of pure awareness Click here to learn more: https://pantheoninvest.com/episode180