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Artwork for Wealth Strategy Secrets of the Ultra Wealthy Podcast

Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
Wealth Management
Real Estate Investing
Real Estate
Infinite Banking
Wealth Building Strategies
Entrepreneurship
Personal Finance
Wealth Strategies
Freedom
Networking
Distressed Real Estate
Whole Life Insurance
Financial Freedom
Strategic Thinking
Optimal Health
Passive Income
Financial Education
Journaling
R360
Private Money Lending

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

PublishesTwice weeklyEpisodes236Founded4 years ago
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BusinessInvesting

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Artwork for Wealth Strategy Secrets of the Ultra Wealthy Podcast

Latest Episodes

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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Recent Guests

Brett Swarts
CEO of Capital Gains Tax Solutions and leading expert in advanced exit planning
Capital Gains Tax Solutions
Episode: Deferred Sales Trust Explained Strategies to Defer Taxes and Multiply Passive Income
Ani Manian
Entrepreneur, master coach, and the mind whisperer
Episode: Wealth Beyond Numbers: Holistic Strategies for Fulfillment, Presence, and Purpose
Barry Garapedian
39 year Wall Street veteran and founder of Mag7 Consultants, dedicated to helping Gen Z and young professionals develop essential life skills, habits, and values.
Mag7 Consultants
Episode: Why Legacy Wealth Fails and How to Create Lasting Impact for Your Family
Robert Rolih
International bestselling author and educator who has helped 7,000 investors simplify their approach and succeed.
Episode: The Million Dollar Decision: Outsmarting Fees and Creating Financial Freedom
John Bianchi
Airbnb data savant, former head of data for the largest short-term rental investment fund in the US, founder of STRSearch
STRSearch
Episode: Airbnb Investing: Data, Cash Flow, and Tax Hacks for Real Estate Success
Mike Alexander
Jason has over two decades of experience helping family offices and institutional investors design sophisticated portfolios. He is currently the alternative investments portfolio and capital markets director at Pantheon.
Pantheon
Episode: How the Ultra Wealthy Build Resilient Portfolios and Embrace Alternative Investments
Jennifer Hudye Moscow
Founder of a company called Vision Driven, partner of Cameron Herold who wrote the book Vivid Vision
Episode: Designing Your Future: Creating a Vivid Vision for 2025
Derek Coburn
Wealth advisor and author of 'Let's Retire Retirement'
Cadre
Episode: Ditch the 4% Rule: Passive Income Over Accumulation
Keala Kanae
Entrepreneur, peak performance coach, and a living case study in transformation.
Episode: Mindset + Skillset: Align Values to Build Wealth

Host

Dave Wolcott
Host and a seasoned wealth strategist with decades of experience in wealth management. He provides insights on financial education and alternative investment strategies.

Reviews

5.0 out of 5 stars from 141 ratings
  • A real pleasure, very conversational.

    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.

    Apple Podcasts
    5
    Robin Waite, Fearless Business
    United Kingdom8 months ago
  • Great Common Sense Strategies

    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!

    Apple Podcasts
    5
    Real Estate Pearls!
    United Statesa year ago
  • Do your due diligence before investing your hard earned money

    Make sure you get a track record on how their investments have performed. Get it in writing. Make your informed decision after that.

    Apple Podcasts
    1
    08hokie
    United Statesa year ago
  • Dr. Patty Ann Tublin

    “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!!

    Apple Podcasts
    5
    Dr. PattyAnn
    United Statesa year ago
  • Packed with Actionable Insights!

    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!

    Apple Podcasts
    5
    Shauna A. Wekherlien, CPA
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show is often praised for featuring high-caliber guests, offering diverse insights on wealth management and investment strategies.
Listeners appreciate the practical, actionable strategies shared in each episode, finding them valuable for wealth building.
Some feedback emphasizes the importance of the mindset approach presented, as much as the financial strategies discussed.
Many comments highlight the engaging interview style of the host, which makes complex financial concepts easy to understand.

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Talking Points

Recent interactions between the hosts and their guests.

Wealth Beyond Numbers: Holistic Strategies for Fulfillment, Presence, and Purpose
Q: What would be one step that could move them closer towards this true definition of wealth?
Realizing that we are inherently wealthy and claiming that wealth in the moment by feeling gratitude for our current blessings can help us access true wealth.
Why Legacy Wealth Fails and How to Create Lasting Impact for Your Family
Q: What strategies can families use to solidify values and ethics?
Families can write down values in a family constitution, hold weekly values discussions during family dinners, and engage in family retreats.
Why Legacy Wealth Fails and How to Create Lasting Impact for Your Family
Q: What is the true source of the challenge for kids today?
The true source is universally a self-esteem and confidence issue, due to young minds lacking the belief in themselves and needing accomplishments to build self-esteem.
How the 1% Really Build Wealth
Q: For those who are listening and might be at the beginning of their wealth building cycle, what would be two or three pieces of advice you would give them that's actionable in 2025?
Invest in yourself by focusing on health, relationships, and education, while also increasing your financial knowledge.
The Million Dollar Decision: Outsmarting Fees and Creating Financial Freedom
Q: If you could give just one piece of advice to the listeners about how they could accelerate their wealth trajectory, what would it be?
Take a lot of risks when it comes to making money, but don't take a lot of risks when it comes to investing.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

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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These podcasts share a similar audience with this podcast:

1. Real Wealth Show: Real Estate Investing Podcast
2. Tax Smart Real Estate Investors Podcast
3. Main Street Business
4. Passive Real Estate Investing
5. The BetterLife Podcast

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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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What guests have appeared on this podcast?

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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