Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today, we're thrilled to welcome an exceptional guest, Michael Bernoff. Michael is a master of human communication and NLP, renowned for unlocking human potential. As the founder of the Human Communications Institute and the bestselling author of "Average Sucks," Michael has dedicated over two decades to transforming leaders and entrepreneurs, guiding them to reprogram their mindset and optimize their language skills for heightened success. In this engaging episode, Michael elucidates the hidden power of language and its profound impact on shaping our reality. Michael embarks on a journey through his personal and professional experiences, from embracing his potential in Scottsdale, Arizona, to influencing elite athletes and top industry leaders worldwide. He shares how understanding human communication can propel one past limitations and open doors to endless opportunities. This episode is more than just a conversation; it's a toolkit for breaking free from the self-imposed barriers that often confine us. Michael's insights aren't confined to theoretical paradigms; they are practical strategies designed to help listeners take control of their lives and businesses. In this episode, we discuss: The transformative power of language in achieving desired results. Uncovering and overcoming self-imposed limitations. The four critical areas driving personal and professional success. Strategies to build enduring habits and foster genuine growth. Click here to learn more: https://pantheoninvest.com/episode165

Today, we're excited to welcome Lisa Smith, a trailblazing financial educator and entrepreneur, to the Wealth Strategy Secrets of the Ultra Wealthy podcast. With an inspiring journey that took her from financial novice to a successful investor, Lisa's story exemplifies the power of strategic investing and mindset shifts. By the age of 45, Lisa achieved financial independence and chose to dedicate herself to empowering others to transform their financial futures. In this illuminating episode, Lisa delves into her unique strategy, "Nibble Bite Gorge," which involves buying more as the market declines, thereby capitalizing on market recoveries. Her forward-thinking approach is built on the belief that the market will likely be higher in the long term, allowing her to amass substantial wealth over time. Lisa also emphasizes the critical role of mindset in wealth creation. She shares insights on how shifting one's perception of money from a source of stress to an exciting game can drastically alter financial trajectories and facilitate the achievement of financial independence much sooner than traditionally anticipated. Host Dave Wolcott and Lisa also explore the systemic lack of financial education that leaves many people unprepared for wealth building. Together, they unpack actionable strategies that entrepreneurs can use to take control of their financial futures, including practical steps for managing cash flow and adapting to market volatility. In this episode, we discuss: Lisa's "Nibble Bite Gorge" investing strategy. The transformative power of mindset in financial success. Overcoming systemic gaps in financial education. Practical wealth-building strategies for entrepreneurs. Click here to learn more: https://pantheoninvest.com/episode164

Today, we have the privilege of welcoming a trailblazer in the fields of entrepreneurship, private equity, and real estate, Dr. Hesham Baky. Dr. Baky, a multifaceted professional with a background in engineering and dentistry, has ventured into the world of professional investing and fund management, crafting a remarkable path to success. As the mastermind behind a rapidly growing dental business, he shares how strategic thinking, timing, and calculated risk-taking played a pivotal role in his journey. In this insightful episode, Dr. Baky delves into his extraordinary transition from engineering and dentistry to becoming a leading figure in private equity and real estate investing. He emphasizes the significance of medical real estate as a robust wealth-building strategy and sheds light on how he used innovative approaches like heat mapping and data analytics to identify high-growth areas, ensuring a thriving business and lucrative investment opportunities. Listeners will gain firsthand knowledge about the strategies that propelled Dr. Baky to the top, from scalable dental businesses to prosperous real estate ventures. His latest endeavor, the Blue Ridge Capital Fund, opens the door for accredited investors to partake in high ROI, cash-flowing assets. In this episode, we discuss: 1. Dr. Baky's journey from dentistry to strategic high-yield investing 2. The potent wealth-building approach within medical real estate 3. The use of heat mapping and data analytics to forecast growth areas 4. Insight into the launch of Blue Ridge Capital Fund and investment opportunities Click here to learn more: https://pantheoninvest.com/episode163

Today, we have a phenomenal episode featuring Stephen Hall, a recognized tax expert and entrepreneur. Stephen's wealth of knowledge in tax strategy and his entrepreneurial journey, which includes scaling an accounting firm to serve over 2,500 businesses, make him an invaluable resource for those keen on mastering their financial futures. In this enlightening discussion, Stephen highlights his role as the Go-to Tax Advisor for syndicators, business owners, and fund managers. His firm, Robert Hall & Associates, has served high net worth individuals for over 50 years, and he brings that wealth of experience into today's conversation. Stephen delves into the nuances of tax planning versus tax preparation, emphasizing the importance of proactive strategies. He unpacks the myths surrounding taxes that often lead investors astray, revealing instead how tax efficiency can rival, if not exceed, investment yield in building wealth. This episode is a treasure trove of insights on maximizing your financial potential through strategic tax planning. With a focus on creating tax-efficient partnerships and leveraging industry incentives, Stephen provides a roadmap for how listeners can legally minimize their tax burdens and optimize investment returns. In this episode, we discuss: The critical difference between tax planning and tax preparation Common tax myths that cost investors millions Tax-efficient investment strategies for real estate professionals Upcoming changes in the tax landscape in 2025 Click here to learn more: https://pantheoninvest.com/episode162

Today, we welcome Shuvam Bhaumik to the show, an expert in wealth strategy and management with a rich history of navigating the complexities of private wealth and family office dynamics. With professional roots in Brooklyn, New York, Shuvam carved his path in the finance world early on, rising from traditional private wealth roles in New York City to forming his own advisory firm focused on alternative investments. In this insightful episode, Shuvam shares his journey from working with Brill Securities and Morgan Stanley to launching a multifamily office advisory firm, emphasizing his belief in the importance of surrounding oneself with like-minded individuals to propel future success. Shuvam's experiences shed light on the nuanced differences between traditional wealth management and the more holistic approach required by family offices, where investment strategies extend beyond liquid markets to include real estate, private equity, and heritage planning. As Shuvam discusses the value of asset allocation among high-net-worth families, he highlights the pivotal role of real estate in wealth preservation and generation due to its tangible nature and income potential. Moreover, he introduces the concept of a virtual family office, an innovative solution that offers bespoke wealth management services without necessitating an exorbitant net worth. In this episode, we discuss: Shuvam's transition from traditional wealth management to family office advisory The significant role of real estate in high-net-worth portfolios The structure and benefits of a virtual family office The importance of creating an Investment Policy Statement as a financial blueprint Click here to learn more: https://pantheoninvest.com/episode161

Today, we have an insightful guest joining us, Brett Swarts, capital gains tax deferral expert and the founder of Capital Gains Tax Solutions. Brett's unique approach to wealth management focuses on enabling high net worth individuals and entrepreneurs to defer capital gains taxes while preserving their wealth. His innovative strategies offer flexibility and open up new opportunities for reinvestment, without the pressure of immediate decisions. In this enlightening episode, Brett shares his journey of discovering this groundbreaking approach, born from personal experiences during economic downturns. His dedication to solving the frequently overlooked aspects of exit planning for appreciating assets like real estate, cryptocurrency, and businesses has made a significant impact on wealth management strategies. Brett elaborates on the challenges faced by entrepreneurs and investors, stressing the importance of planning for strategic exits rather than just focusing on growth. He discusses the deferred sales trust (DST), a powerful tool for achieving tax efficiency with the flexibility to navigate across diverse asset classes. Listeners will find Brett's approach transformative, especially those looking to sell valuable assets without losing a significant portion of their hard-earned wealth to taxes. In this episode, we discuss: Brett's origin story and early experiences with real estate investment advising. The pitfalls of 1031 exchanges and the importance of flexible exit planning. How a Deferred Sales Trust (DST) can optimize wealth management strategies. Techniques for eliminating estate taxes and ensuring smooth wealth transfer. Click here for more information: https://pantheoninvest.com/episode160

Today we have an exceptional episode featuring Eli Facenda, an expert in credit card points optimization and luxury travel hacking. Known as "The Travel Guy," Eli has mastered the art of turning everyday credit card spending into luxurious travel experiences. His journey began in 2015 when he combined his passion for entrepreneurship with a knack for creating memorable trips, ultimately leading him to establish a successful travel hacking business. In this fascinating episode, Eli shares how he helps entrepreneurs and business owners leverage their credit card spending to unlock incredible travel rewards. He discusses how the right credit card strategies can transform points into free first-class flights and five-star hotel stays, providing substantial value without the high price tag. One of the key discussions is about maximizing value from credit card points through strategic transfers and reward programs, illustrating how savvy use of points can lead to unforgettable travel experiences. Eli also opens up about his role in designing custom travel solutions that cater to the specific needs of business owners. Moreover, the episode explores Eli's initiatives in organizing high-end travel events, such as his captivating ski trips, offering listeners a glimpse into the unparalleled experiences that one can achieve through proper points optimization. In this episode, we discuss: Eli's journey from budding entrepreneur to travel hacking expert Strategies to maximize credit card points for luxury travel Tips on how flexibility and planning enhance travel value Insights into crafting personalized travel experiences and events Click here to learn more: https://pantheoninvest.com/episode159

Today, we have two financial powerhouses joining us, Lou Rosabianca and Matt Meehan. With a wealth of experience in finance and business, these experts have become trusted advisors for entrepreneurs looking to navigate the challenging world of securing capital. Lou, known as "the professor," and Matt, a seasoned veteran of Wall Street, bring a unique blend of expertise to help business owners optimize their financial strategies. In an age where accessing capital can be a daunting task, Lou and Matt shed light on how businesses can strategically position themselves for success. Having transitioned from Wall Street to Main Street, they specialize in guiding entrepreneurs through the complexities of funding solutions and growth plans. Their successful track record is a testimony to their ability to align with the needs of business owners. Throughout this engaging episode, Lou and Matt discuss key strategies for overcoming common funding obstacles that many businesses face. They delve into the significance of what they call the "three Cs" of business lending—Cash flow, Credit, and Collateral—which are fundamental in securing the right capital for your business. They also explore groundbreaking SBA lending strategies that permit enterprises to expand by acquiring competitors potentially with zero money down. The conversation also ventures into how entrepreneurs can leverage capital to exponentially boost their business valuation and optimize exit strategies. Emphasizing the difference between acquiring 'right capital' and merely accumulating debt, Lou and Matt provide practical advice on avoiding common lending pitfalls. In this episode, we discuss: The Three Cs of business lending Game-changing SBA lending strategies Leveraging capital for business growth Avoiding lending pitfalls and acquiring the right capital Click here to learn more: https://pantheoninvest.com/episode158

Today, we have the pleasure of chatting with the multi-faceted Mallory Meehan, a real estate expert, investor, attorney, and educator at Penn State. Mallory's diverse background and depth of knowledge in real estate investing make her an invaluable guest as she delves into how real estate education at the university level is evolving and preparing the next generation of investors. In this episode, Mallory takes us through her journey from studying finance during the Great Financial Crisis to becoming a commercial broker, and eventually transitioning to academia. Her unique perspective on real estate education highlights the importance of equipping students with the skills necessary to explore various asset classes and creative financing structures in real estate. We discuss a range of topics designed to provide you with practical insights into the world of real estate investing. Whether you are an active or passive investor, Mallory offers a wealth of information to help you understand the current market trends and make informed decisions. In this episode, we discuss: How real estate programs are shaping the next generation of investors. The fundamentals every investor, passive or active, should master. Creative real estate strategies, including lease options, tax benefits, and financing structures. Insights into the current real estate market trends and where the best opportunities lie in 2025. Tune in to learn from one of the leading voices in real estate education and take actionable steps towards accelerating your wealth journey! Click here to learn more: https://pantheoninvest.com/episode157

Ready to transform your approach to tax strategy and wealth building? In this game-changing episode, we're joined by Aaron Hofrichter, a uniquely qualified expert who bridges the worlds of tax strategy, real estate investing, and business ownership. With experience ranging from Big Four accounting to successful real estate development, Aaron brings a perspective that could revolutionize how you think about tax planning and wealth creation. If you've ever wondered why some investors seem to keep more of what they make while others watch their wealth slip away to taxes, this episode is your answer. Aaron pulls back the curtain on the crucial difference between basic tax preparation and strategic tax planning – a distinction that could be costing you thousands each year. For both business owners and W2 professionals, Aaron shares insights on proactive tax strategies that align with your wealth-building goals. You'll discover why traditional financial advice might be holding you back and learn how to think like a professional investor rather than an amateur. Key Insights Include: Why most CPAs might be costing you money without realizing it Advanced tax strategies for both business owners and high-income earners The wealth-building power of proactive tax planning How to transition from reactive to strategic investing Whether you're a seasoned real estate investor, business owner, or high-income professional looking to optimize your tax strategy, Aaron's practical insights will help you rethink your approach to building lasting wealth. This isn't just another discussion about basic deductions – it's a masterclass in strategic tax planning from someone who's built wealth both for himself and his clients through multiple market cycles. Don't miss this opportunity to learn how the most successful investors approach tax strategy as a wealth-building tool rather than a yearly obligation. Click here to learn more: https://pantheoninvest.com/episode156