Wealth Strategy Secrets of the Ultra Wealthy Podcast  By  cover art

Wealth Strategy Secrets of the Ultra Wealthy Podcast

By: Dave Wolcott
  • Summary

  • 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 complex world of high finance, investments, tax strategies, and estate planning. Dave brings his decades of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success. In "Wealth Strategy Secrets of the Ultra Wealthy," you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth. Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone. Tune in to "Wealth Strategy Secrets of the Ultra Wealthy" and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey!
    Copyright 2023 All rights reserved.
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Episodes
  • Passive Powerhouse: Mastering The Formula for Financial Freedom
    May 8 2024

    Today, we had the pleasure of hosting Patrick Grimes, a true titan in the world of alternative investments and real estate. Patrick is the founder of Passive Investing Mastery, a company dedicated to empowering investors with the knowledge and tools they need to diversify their portfolios effectively.

    He's also the mastermind behind InvestOnMainStreet.com, a private equity firm boasting a portfolio of multifamily real estate valued at a staggering $600M+, spread across over 4,000 units in the southeastern United States and Texas.

    Patrick also reflects on the transformative power of persistence, resilience, and adaptability in overcoming challenges and seizing opportunities in the ever-evolving investment landscape. He encourages listeners to embrace a growth mindset, embrace calculated risks, and embrace continuous learning.

    Drawing from his own experiences and successes in the industry, Patrick shares practical tips for aspiring investors looking to enter the real estate market. He emphasizes the importance of education, networking, and aligning with reputable partners and sponsors to navigate the complexities of real estate investing effectively.

    In this episode, we talked about:

    1. Patrick’s background and his transition from being a passive investor to an active investor

    2. Valuable attributes that makes a successful investor

    3. His specific wealth management and strategies and current market cycle

    4. Alternative investing and challenges with the traditional investing models

    Connect with Patrick:

    Website: https://passiveinvestingmastery.com/

    Patrick’s Free Book: Passiveinvestingmastery.com/book

    Facebook: https://www.facebook.com/PassiveInvestingMastery

    Linkedin: https://www.linkedin.com/in/patricksgrimes/

    Amazon: https://www.amazon.com/author/patrickgrimes

    Email: Info@passiveinvestingmastery.com

    Phone Number: (209) 403-6096

    Connect with Pantheon Investments:

    Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/

    Website: www.pantheoninvest.com

    Podcast: www.pantheoninvest.com/podcast

    Facebook: https://www.facebook.com/PantheonInvest

    Instagram: www.instagram.com/pantheoninvest

    LinkedIn: https://www.linkedin.com/company/pantheon-invest

    Twitter: https://twitter.com/Pantheon_Invest

    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ

    Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1

    Email: info@pantheoninvest.com

    Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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    39 mins
  • Mastering Passive Income: Lessons from a Seasoned Investor
    May 1 2024

    In today's episode, we had the honor of having Bronson Hill, the Managing Member of Bronson Equity. With an impressive portfolio boasting 2000 multifamily units valued at over $200 million, Bronson is a powerhouse in real estate investment.

    He's also the co-leader of the thriving in-person multifamily meetup, Investor to Investor (ITI), based in Glendale, CA. Bronson shared insights gleaned from his extensive experience, having engaged personally with over 1500 investors, raising an astounding $40 million for real estate ventures and his innovative ATM Machine Fund deals.

    One of the highlights of our conversation was Bronson's exclusive mastermind for affluent passive investors. Within this community, members are offered unparalleled investment opportunities in a growth-oriented environment. Bronson's commitment to providing value and fostering growth within his community is truly commendable.

    Bronson's deep understanding of the investor mindset is evident not just in his achievements but also in his dedication to education. As the host of The Mailbox Money Show, he's committed to empowering others on their journey to financial freedom. His book, "Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less," serves as a blueprint for those looking to break free from the chains of traditional employment.

    Tune in to this episode as we delve deep into the strategies and principles behind Bronson Hill's remarkable success and uncover the secrets to achieving financial independence through strategic investing.

    In this episode, we talked about:

    1. Insights from his book Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less

    2. His expert insight and perspective about passive investing vs growth

    3. Bronson’s personal investment thesis and stand with the current market economic cycle

    4. The importance of mindset, vision and having long term goals

    Connect with Bronson:

    Facebook: https://www.facebook.com/BronsonEquity

    LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany

    Youtube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg

    Instagram: https://www.instagram.com/bronsonequity/

    Connect with Pantheon Investments:

    Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/

    Website: www.pantheoninvest.com

    Podcast: www.pantheoninvest.com/podcast

    Facebook: https://www.facebook.com/PantheonInvest

    Instagram: www.instagram.com/pantheoninvest

    LinkedIn: https://www.linkedin.com/company/pantheon-invest

    Twitter: https://twitter.com/Pantheon_Invest

    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ

    Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1

    Email: info@pantheoninvest.com

    Get your FREE copy of the book here: https://holisticwealthstrategy.com/

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    39 mins
  • Wealth, Wisdom, and Worth: Lessons from the Forefront of Entrepreneurship
    Apr 24 2024

    Today's guest is none other than Andrew Reichert, the CEO and Founder of Birgo, a prominent private equity real estate firm based right here in Pittsburgh. With a staggering $312 million in assets under management spanning over 3,400 multifamily units, Andrew is a titan in the real estate investment arena.

    His keen entrepreneurial spirit not only drives the success of his business ventures but also extends to his vision for the future of real estate and entrepreneurship. Andrew's dedication to community involvement serves as an inspiration, demonstrating that success is not only measured by financial achievements but also by the positive impact one can make in the lives of others.

    Throughout our conversation, Andrew delves into his entrepreneurial journey, having founded four companies and contributed to numerous startups. We explore Birgo's strategies for raising capital, purchasing, and effectively managing multifamily residential real estate, shedding light on key market insights and investment strategies.

    Additionally, Andrew shares his passion for community involvement and nonprofit work, including his commitment to financial literacy through a nonprofit he founded and his active participation in local charities.

    In this episode, we talked about:

    1. Andrew's Entrepreneurial journey, his background and leadership

    2. Transitioning to multifamily syndications and his real estate investment strategies

    3. His current market insights and debt underwriting process

    4. Personal insights and advice about the importance of community work and his involvement in non profit organizations

    Connect with Andrew:

    Website: https://www.birgo.com/capital

    Facebook: https://www.facebook.com/birgocapital

    Instagram: https://www.instagram.com/birgocapital/

    Linkedin: https://www.linkedin.com/company/birgocapital/

    Podcast: https://podcasts.apple.com/us/podcast/real-returns/id1642761377

    Youtube: https://www.youtube.com/@realreturns

    Connect with Pantheon Investments:

    Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/

    Website: www.pantheoninvest.com

    Podcast: www.pantheoninvest.com/podcast

    Facebook: https://www.facebook.com/PantheonInvest

    Instagram: www.instagram.com/pantheoninvest

    LinkedIn: https://www.linkedin.com/company/pantheon-invest

    Twitter: https://twitter.com/Pantheon_Invest

    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ

    Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1

    Email: info@pantheoninvest.com

    Get your FREE copy of the book here: https://holisticwealthstrategy.com/

    Show more Show less
    35 mins

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Highly informative financial podcast

This podcast offers valuable insights across a wide breadth of subjects that impact my financial, personal, and professional life. The topics are relevant to anyone in the financial accumulation phase of life and the guests are subject matter experts in their respective fields. The host, Dave does a great job of asking just the right amount of pertinent questions to get the most from the interviews. I highly recommend adding this podcast to your rotation - you won't be disappointed.

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