
Welcome to "Wealth Strategy Secrets of the Ultra Wealthy," a masterclass in wealth creation, preservation, and legacy building, hosted by renowned wealth strategist Dave Wolcott. This podcast dives deep into the lesser-known, often secretive strategies that the ultra-wealthy use to amass and protect their fortunes. Each week, join Dave, a seasoned expert in wealth management, as he unveils the com... more
| Publishes | Twice weekly | Episodes | 236 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott joins Brett Swarts on the Build With The Billions podcast to unpack the mindset and strategies behind true legacy wealth. Dave shares his personal journey—from growing up i... more
Today we're bringing you an insightful conversation with Tim Pawul, one of the clearest voices in energy alternative investments. Tim is the founder of a merchant bank specializing in oil and gas mineral rights, royalty interests, and non-operated wo... more
Most investors believe wealth is built by accumulating assets and waiting until retirement to enjoy them. But the ultra-wealthy play a very different game—one focused on control, liquidity, and velocity of capital. In this Deep Dive, Dave Wolcott bre... more
Today's episode features a powerhouse in the world of tax strategy and wealth building—Brett Swarts, CEO of Capital Gains Tax Solutions. As one of the nation's leading experts in advanced exit planning, Brett Swarts brings a wealth of knowledge on ho... more
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It was fantastic to meet and chat with Dave on the Wealth Strategy Secrets podcasts, far more conversational than a lot of the podcasts I've been a guest on which meant Dave gave his side of the conversation to with thoughtful insights and questions. A real pleasure, thank you for inviting me onto the show Dave.
Dave does a wonderful job of simplifying financial strategies that seem complex and putting them in easily understandable ways that you can execute on right away!
Make sure you get a track record on how their investments have performed. Get it in writing. Make your informed decision after that.
“Wealth Strategy Secrets of the Ultra Wealthy” is not your usual investment/financial Podcast! The host, Dave Wolcott, is a phenomenal, thought-provoking industry leader, who imparts his own valuable wisdom while simultaneously bringing on guests who share their unique and valuable perspectives on not only investments - but life in general!!
Wealth Strategy Secrets is a must-listen for anyone serious about building wealth. The hosts deliver valuable, actionable strategies in every episode, making complex topics easy to understand. If you're looking to take your financial game to the next level, this podcast is packed with the knowledge you need!
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The focus centers on wealth creation, preservation, and legacy building, exploring a variety of strategies used by the ultra-wealthy to manage and grow their financial assets. Topics frequently covered include investments in alternative assets, tax efficiency, cash flow management, real estate, and the psychological aspects of wealth management. Each episode features insights from financial experts and successful entrepreneurs, creating a rich tapestry of knowledge aimed at equipping listeners with the tools and mindset necessary to navigate the complexities of wealth. Noteworthy is the host's ability to demystify intricate financial concepts, making them accessible to a broader audience by emphasizing actionable advice rather than abstract... more
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3. Main Street Business
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5. The BetterLife Podcast
this podcast launched 4 years ago and published 236 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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Recent guests on this podcast include:
1. Brett Swarts
2. Ani Manian
3. Barry Garapedian
4. Robert Rolih
5. John Bianchi
6. Mike Alexander
7. Jennifer Hudye Moscow
8. Derek Coburn
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