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 | 285 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Many entrepreneurs build successful businesses and real estate portfolios—but unknowingly create one of the biggest threats to long-term wealth: concentration risk.
In this episode, Dave Wolcott shares why the ultra-wealthy think differently about ... more
Many investors assume multifamily real estate is an easy path to passive income—but successful investing requires understanding market cycles, conservative underwriting, and disciplined risk management.
In this episode, Dave Wolcott sits down with ... more
Most investors diversify the wrong way. In this Wealth Strategy Deep Dive, Dave Wolcott breaks down the key investment trends shaping how family offices and sophisticated investors are allocating capital today. From private credit and private equity ... more
What if the biggest obstacle to building wealth isn't your strategy—but your psychology? In this powerful conversation, Dave Wolcott sits down with financial hypnotherapist, entrepreneur, and author Dr. Travis Parry to explore the hidden relationship... 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 States3 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 States4 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 States5 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 States5 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 States5 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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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Tax Smart Real Estate Investors Podcast
2. Ken McElroy Show
3. BiggerPockets Money Podcast
4. BiggerPockets Real Estate Podcast
5. Your Money, Your Wealth
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 285 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. Dr. Travis Parry
2. Travis Purvis
3. Ryan Williamson
4. Mark Pierce
5. Ani Manian
6. Gabe Schulman
7. Brian Burke
8. Seth Levine
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.