Wealth Strategy Secrets of the Ultra Wealthy Podcast
Dave WolcottWealth Strategy Secrets of the Ultra-Wealthy is a top-ranked investing podcast for entrepreneurs, accredited investors, and high-income professionals who want to build wealth beyond Wall Street. Hosted by Dave Wolcott—Founder of Pantheon Investments and author of The Holistic Wealth Strategy—this show reveals how the ultra-wealthy and family offices actually invest, reduce taxes, and create long-t... more
| Publishes | Twice weekly | Episodes | 297 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
A strong investment portfolio isn't just about choosing the right investments—it's about having a clear framework for how every dollar supports your goals.
In this solo episode, Pantheon breaks down how an Investment Policy Statement (IPS) can help... more
Successful investing isn't about predicting the future—it's about making better decisions when the future is uncertain.
In this episode, Dave Wolcott sits down with former World Series of Poker champion, bestselling author, and decision-making expe... more
Many entrepreneurs and professionals look wealthy on paper—but still don't feel financially free.
In this solo episode, Dave Wolcott explains why traditional financial planning often leaves high-income earners feeling trapped despite growing net wo... more
The biggest wealth leak for entrepreneurs isn't bad investing—it's overpaying taxes. In this episode, Dave Wolcott sits down with CPA, entrepreneur, and tax strategist Mike Jesowshek to uncover why proactive tax planning is one of the highest-return ... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Host
Reviews
- Advice You Won’t Get From Your Planner
I enjoy Dave’s level headed approach to investment and risk. But what stands out to me most is his approach to tax management / abatement. His podcast is a master class for those who have achieved and for those who want to achieve true wealth.
Apple Podcasts5,;()&$:.
United States5 months ago - Inspiring Wealth Strategies
Dave is a thoughtful interviewer. I appreciated his calm presence and humility. He’s very open about his own journey with money and wealth creation. I highly recommend following Dave!
Apple Podcasts5Carrie FriedbergUnited States5 months ago - Finally a podcast worth your time
I’ve been really enjoying Dave Wolcott’s Wealth Strategies of the Ultra-Wealthy podcast. It’s easy to listen to, super practical, and has totally changed the way I think about money and investing beyond just stocks and savings. If you’re trying to learn how wealthy people actually build long-term wealth, this podcast is definitely worth your time.
Apple Podcasts5family362United States7 months ago - Modern wealth strategies
Clear insights, real examples and no fluff. Every episode leaves me thinking differently about money, strategy, and long-term decision making. Easily one of the most valuable wealth podcasts out there.
Apple Podcasts5investingqueenofFLUnited States7 months ago - Your Path to Wealth
Dave does an amazing job with his podcast and the content and guests that he shares with his audience. His insights and experience is second ti none in this chaotic wirld.
Apple Podcasts5Scott Carson - The Note GuyUnited States7 months ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Top Investing Podcasts
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show centers on advanced wealth-building strategies used by ultra-high-net-worth individuals, family offices, and accredited investors. Episodes explore private markets, tax optimization, estate planning, private credit, real estate syndications, infinite banking, and wealth-tech tools, often weaving in real-world case studies and practical frameworks for long-horizon wealth creation. Notable is a consistent emphasis on aligning money with purpose, governance across family offices, and access to non-traditional opportunities, aiming to help listeners move beyond standard Wall Street approaches.
A standout trait is the guest roster and episode structure, which typically feature seasoned investors, wealth strategists, and performance ex... more
Where can I find podcast stats for this podcast?
Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does this podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for this podcast?
Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does this podcast have?
To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Tax Smart Real Estate Investors Podcast
2. Real Estate Investing with Coach Carson
3. BiggerPockets Real Estate Podcast
4. Real Wealth Show: Real Estate Investing Podcast
5. Get Rich Education
How many episodes of this podcast are there?
this podcast launched 5 years ago and published 297 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact this podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for this podcast?
Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for this podcast?
Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Mike Jesowshek
2. Michael Alexander
3. Jason Wojo
4. Ann Sheu
5. Aaron Hofrichter
6. Dave Wolcott
7. Dr. Travis Parry
8. Travis Purvis
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.