Wealth Strategy Secrets of the Ultra Wealthy Podcast

Welcome to today's episode where we have the pleasure of hosting Dr. Patty Ann Tublin, a globally recognized expert in emotional intelligence, relationships, and the psychology of money. Dr. Patty Ann holds an impressive background with two master's degrees and a doctorate in clinical psychology, bringing a wealth of knowledge and insights to our conversation.   In this engaging episode, Dr. Patty Ann delves into the intricate dynamics of money and legacy, unpacking how monetary decisions impact personal, marital, and family relations. She emphasizes that wealth should transcend beyond mere financial inheritance, focusing instead on passing down core values and financial stewardship to future generations.   One of the highlights of our discussion is Dr. Patty Ann's perspective on how early inheritance might dampen children's ambition. She underscores the significance of structuring inheritances thoughtfully to foster drive and independence in future generations.   Join us as Dr. Patty Ann shares her expertise on understanding various money personalities and how they shape our financial decisions and relationships. She offers invaluable insights into recognizing these traits in ourselves and our loved ones to make better financial choices and establish a stronger, healthier relationship with money.   By the end of this episode, you will walk away with a deeper understanding of the psychological aspects of wealth and practical tips for fostering financial awareness and education.   In this episode, we discuss: The role of money in personal and family dynamics Identifying and understanding different money personalities Structuring inheritance to encourage ambition The psychological aspect of investing and financial decision-making Click here to read more: https://pantheoninvest.com/episode148 

Today we have an exceptional guest, Shauna Wekherlien known as the "Tax Goddess". Shauna is a leading mind in the realm of tax strategy, boasting an impressive record of over $1.68 billion in client tax savings. Tune in now for a deep, educational dive into advanced tax planning techniques. Shauna, a former astrophysics professional turned tax strategist, shares her incredible journey and the profound experiences that led her to where she is today. Her expertise stretches far beyond traditional tax preparation, introducing listeners to a world where tax strategies can significantly enhance wealth-building efforts and financial stability. In this episode, Shauna reveals the intricacies of 831B captives. These are small insurance companies owned by the insured, designed to cover niche risks and offer strategic tax benefits. With real-world examples, she illustrates how businesses have utilized 831B captives to recover substantial losses and navigate disruptions like the COVID-19 pandemic. Beyond 831B captives, Shauna and Dave discuss the crucial difference between tax preparation and proactive tax strategy. They emphasize the need for specialized teams to handle complex tax planning, ensuring compliance and maximizing benefits. In this informative episode, we discuss: The role and benefits of 831B captives for businesses The difference between tax preparation and proactive tax strategy The importance of having a specialized team for complex tax planning Real-world applications and success stories in strategic tax planning Click here to learn more: https://pantheoninvest.com/episode147

Today we have an exceptional guest joining us, Nick Stageberg. Nick is the co-founder of Black Swan Real Estate, a visionary name in real estate investment, alongside his wife. Together, they have built an impressive portfolio valued at $375 million, focusing on holistic well-being and luxury living. Nick’s journey is not only about substantial financial accomplishment but also about reaping benefits through community impact and service. But that’s not all. Nick's pathway to success is filled with invaluable lessons of resilience and strategic pivoting. His diverse career includes tech industry exploits, where he led a startup to a $100 million private equity sale, and a transformative seminar with Tony Robbins that redefined his approach to wealth and identity. In this compelling episode, Nick delves deep into the philosophies and strategies behind his remarkable success. He shares his profound insights into leveraging one's unique strengths and highlights his transition from tech to real estate, focusing specifically on the long-term "BRRRR" business model. Nick opens up about the motivating factors behind his investments, including the drive to create positive social change and provide stable, quality living environments for his tenants. One of the key takeaways from this conversation is Nick’s emphasis on using financial resources to make a lasting impact. He outlines how 5% of their profits go to charity and another 5% to profit sharing, fostering a more motivated and ethical business environment. In this episode, we discuss: 1. Nick’s transition from the tech industry to real estate investment, including the impactful seminar with Tony Robbins that redirected his professional and personal growth. 2. The "BRRRR" strategy (Buy, Renovate, Rent, Refinance, Repeat), which Nick employs to build a long-term, stable property portfolio. 3. Leveraging personal strengths and unique advantages, and repetition of proven successful actions to create success. 4. Using financial capital to drive community and social impact to create a positive difference and a motivated team culture

Today’s guest is Matt Theriault, renowned for his transformative insights into financial independence where he shares his remarkable journey from bagging groceries to achieving financial freedom through real estate investment. In this engaging episode of the Wealth Strategy Secrets of the Ultra Wealthy podcast, Matt shares how an unexpected career switch, inspired by the book "Rich Dad, Poor Dad" by Robert Kiyosaki, completely reshaped his perspective on wealth building. Transitioning from a music industry downturn to real estate, Matt discovered the power of passive income and strategic investments. Matt delves into strategies that go beyond traditional financial advice. He challenged the conventional 40-year saving plans involving stocks, bonds, and mutual funds by highlighting the effectiveness of generating passive income streams. Matt outlines how, through targeted education and mindset shifts, he managed to surpass his financial goals in just three and a half years. Listeners will gain valuable insights into real estate as a practical vehicle for financial freedom, with Matt and Dave dissecting the nuances between active and passive investments, the tax benefits of real estate, and the importance of patience and discipline in building wealth. Matt also underscores the necessity of incorporating creative financial strategies like seller financing to maximize returns. In this episode, we discuss: Transitioning from traditional jobs to real estate investment The importance of passive income in achieving financial freedom Strategies for real estate investing and their tax benefits Creative financial techniques to accelerate wealth building Click here to learn more: https://pantheoninvest.com/episode145

Today we have an extraordinary guest joining us, Krisstina Wise. Krisstina is a multimillion-dollar entrepreneur and a thought-leader in redefining the concept of wealth. With a journey that began in a challenging upbringing, Krisstina's story is one of resilience, growth, and profound transformation. Krisstina started life in a trailer park with alcoholic parents, but she dreamed of a different future and worked tirelessly to achieve financial success. She made her mark in real estate, becoming a top agent and accumulating significant income. Despite this success, Krisstina faced a life-altering event that reshaped her approach to wealth. In this enlightening episode, Krisstina shares her personal and professional journey that led to her redefining wealth beyond mere financial metrics. In 2013, a health crisis prompted her to reevaluate her values and life purpose, leading her to focus on meaningful and fulfilling wealth rather than external validation. A key aspect of Krisstina's message is the importance of self-awareness and clarity in aligning life's journey with personal values. She discusses how unresolved childhood traumas can affect financial behaviors and the significance of moving from a mindset of accumulation to one of distribution and giving. One of the highlights is Krisstina's "DASH Method" for financial planning, offering a practical blueprint for achieving financial sovereignty. In this episode, we discuss: Krisstina's journey from a challenging upbringing to financial success The DASH Method for financial planning The transition from wealth accumulation to distribution and giving The importance of self-awareness and clarity in financial and personal fulfillment Learn more: https://pantheoninvest.com/episode144

Today we have an enlightening episode featuring Sachin Patel, a visionary in the functional medicine space. In this episode, they delve into a fascinating discussion that challenges traditional healthcare models and advocates for a patient-centered, proactive approach to health. Dave and Sachin aren't just talking about staying healthy—they're diving deep into actionable strategies that can help you transform your life. Sachin shares the principles of functional medicine with real-world applications and success stories, stressing the importance of metabolic health and how only 7% of the U.S. population meets the criteria for being metabolically healthy. This episode is brimming with vital information, from breathwork techniques that can help shift your state from stress to relaxation, to the transformative power of spending more time outdoors. With their combined knowledge, Dave and Sachin present a compelling case for taking control of your health destiny through preventative and data-driven approaches. In this compelling episode, we talked about: The transformative benefits of breath work and specific techniques like the 4-7-8 method Why functional medicine is crucial for identifying and addressing potential health issues before they become severe The significance of proactive health management akin to financial planning The enormous health benefits of spending more time outdoors and aligning with natural circadian rhythms Tune in for an episode that could very well change how you approach your health and wellness. Click here to learn more: https://pantheoninvest.com/episode143

Today, we have Mark Perlberg, a CPA, Certified Tax Planner and founder of a Prosper CPA joining us to delve into the intricacies of leveraging tax strategies for growing and safeguarding wealth. Mark is a seasoned tax strategist with unparalleled expertise in helping high-income individuals and business owners maximize their tax savings and investment returns. In this episode, Mark unpacks a variety of sophisticated tax strategies that go beyond the standard deductions. With a focus on proactive tax planning, he illustrates how understanding and implementing advanced tactics can substantially minimize tax liabilities and unlock additional capital for reinvestment.   Mark emphasizes the rarity of proactive planners in the CPA world, noting that less than 5% of CPAs engage in such forward-thinking strategies. He shares his wealth of knowledge on how strategic tax planning can become an invaluable investment, yielding returns that far exceed traditional investments by potentially 5 to 10 times.   Listeners will learn how to optimize their tax outcomes by aligning losses and income strategically, and hear captivating case studies illustrating real-world applications of these strategies, including a remarkable scenario where taxes on a $16 million transaction were eliminated.   Join us as Mark Perlberg provides actionable insights that can transform your approach to tax planning and wealth growth.    In this episode, we discuss: 1. Charitable tax deductions and solar tax strategies 2. Effective planning and timing for tax efficiency 3. Evaluating investments based on tax benefits and returns 4. The impact of proper tax planning on long-term wealth building Click here to learn more: https://pantheoninvest.com/episode141

Andrew Howell, co-founder of York Howell, brings over 21 years of expertise in estate planning and asset protection. He emphasizes the need for personalized strategies that align family values with financial goals. Key topics include creating family gratitude through open discussions, utilizing tools like COREnology for legacy building, and demystifying asset protection strategies such as LLCs and trusts. Andrew also shares the significance of engaging family members in financial planning to ensure a multi-generational legacy.

Today we have an extraordinary episode featuring remarkable guests, including Dane Bollwinkel and Corey Geary. Corey shares his compelling journey from losing his life savings to bouncing back through education and perseverance in the world of wholesaling and cryptocurrency. His story sets the stage for a deep dive into the volatile yet rewarding landscape of crypto investments. Dane Bollwinkel, an accomplished entrepreneur who transitioned from a corporate job to a thriving career in real estate and cryptocurrency, joins us. He brings his wealth of knowledge on stablecoins, their role in mitigating crypto volatility, and their potential for high returns. Corey Geary, who overcame addiction through real estate and subsequently found financial freedom through crypto, adds a poignant layer to our discussion, highlighting the transformative power of these investment strategies. Together, we navigate through the necessity of understanding market cycles, drawing parallels with Warren Buffett’s investment principles, and emphasizing self-awareness and passion over chasing quick profits. The episode also sheds light on managing risk, the rising importance of decentralized finance (DeFi), and the growing impact of central bank digital currencies (CBDCs). This episode aims to equip you with a foundational understanding of cryptocurrency, ways to mitigate risk, and strategies for generating passive income through decentralized platforms. In this episode, we discuss: 1. Corey’s recovery journey through wholesaling and crypto investments. 2. The importance of education and understanding market cycles. 3. The role of stablecoins in reducing volatility and generating returns. 4. Strategies for managing risk and exploring decentralized finance (DeFi). Learn more: https://pantheoninvest.com/episode140

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 of life. The episode delves deep into Jeff's early inspirations and his transformative experiences with remarkable mentors who shaped his path. Jeff shares how his first mentor, a three-time Olympian cycling coach, taught him that winning is a learned skill, while his second and third mentors nurtured his creativity and resilience, respectively. A key takeaway from this conversation is Jeff's emphasis on the Champion's Blueprint, a framework of five core competencies that translate historical patterns into actionable insights for optimal performance. Jeff and Dave discuss the importance of balance in all aspects of life to achieve true championship, which involves harmonizing different dimensions such as health, relationships, and wealth. In this episode, we talked about: - Jeff Spencer's incredible journey and mentorship  - The Champion's Blueprint and its five core competencies - Balancing various life dimensions for peak performance - The importance of proactive health and relationship management for long-term success Click here to learn more: https://pantheoninvest.com/episode139