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 | 273 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
In this episode of Wealth Strategy Deep Dives, Dave Wolcott tackles one of the biggest frustrations high-income earners face: earning more money, yet still feeling financially stuck. Dave breaks down the flaw in traditional accumulation-based financi... more
Today's episode features an insightful conversation with Gabe Schulman, partner at Lennox Advisors—an expert in holistic financial planning for hedge fund managers, private equity leaders, investment bankers, and venture capital executives. Gabe's jo... more
Today's guest is Brian Burke—an industry veteran with decades of real estate experience and a knack for navigating market downturns. Brian is the President and CEO of Praxis Capital, and author of "The Hands-Off Investor." If you've ever wondered how... more
In this Wealth Strategy Deep Dive, Dave Wolcott explores one of the most overlooked drivers of wealth building: mindset. While most investors obsess over tactics, returns, and portfolio performance, Dave unpacks why true wealth creation starts with h... more
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- 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 States2 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 States3 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 States4 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 States4 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 States4 months ago
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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
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What are the audience demographics for this podcast?
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How many subscribers and views does this podcast have?
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Real Wealth Show: Real Estate Investing Podcast
2. Ken McElroy Show
3. Action Academy | Millionaire Mentorship For Your Life & Business
4. Tax Smart Real Estate Investors Podcast
5. Get Rich Education
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 273 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Gabe Schulman
2. Brian Burke
3. Seth Levine
4. Todd Herman
5. Mike Collins
6. Mike Michalowicz
7. Carrie Friedberg
8. Chris Naugle
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.