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 | 307 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Artificial intelligence isn't simply changing how companies operate—it's forcing investors to rethink which industries could be disrupted, which businesses may become more efficient, and where future opportunities could emerge.
In this discussion, ... more
What if the fastest way to grow your business isn't building everything from scratch—but acquiring something that's already working?
In this episode, Dave Wolcott sits down with serial entrepreneur Tom Shipley to explore how strategic acquisitions ... more
What happens when you've finally achieved the wealth, freedom, or business exit you've spent years pursuing—but the thing that gave your life structure, identity, status, and purpose is suddenly gone?
In this episode, Dave Wolcott is joined by Kari... more
You can build significant wealth and still feel like you're the one holding everything together. Investments, taxes, insurance, estate planning, and advisors may all be working independently—with no one coordinating the entire picture.
In this epis... 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 States6 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 States7 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 States8 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 States8 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 States8 months ago
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Apple Podcasts | #96 |  Chile/Business/Investing |
Apple Podcasts | #169 |  Belgium/Business/Investing |
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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 targets accredited investors and high-earning professionals seeking to move beyond traditional Wall Street strategies, focusing on wealth-building through non-traditional assets. Episodes consistently cover topics like private markets, passive income, tax optimization, real estate syndications, private credit, and family-office style wealth management, often with guests who are tax strategists, fund managers, or experienced investors. A notable edge is the emphasis on actionable frameworks and holistic wealth planning—courtesy of a host who positions himself as a practitioner connecting high-net-worth individuals with practical, scalable wealth strategies. Listeners are likely drawn to systems, due-diligence, and non-correlated in... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
2. Ken McElroy Show
3. Lifetime Cash Flow Through Real Estate Investing
4. Action Academy | Build Wealth. Buy Assets. Leave Corporate.
5. BiggerPockets Real Estate Podcast
How many episodes of this podcast are there?
this podcast launched 5 years ago and published 307 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. Tom Shipley
2. Karishma Ismail
3. Phoenix Hafen
4. Annie Duke
5. Mike Jesowshek
6. Michael Alexander
7. Jason Wojo
8. Ann Sheu
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