Wealth Strategy Secrets of the Ultra Wealthy Podcast  Por  arte de portada

Wealth Strategy Secrets of the Ultra Wealthy Podcast

De: Dave Wolcott
  • Resumen

  • 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.
    Más Menos
activate_primeday_promo_in_buybox_DT
Episodios
  • Navigating Market Shifts: Building Wealth Through Resilience and Expert Strategies
    Jul 24 2024

    In today’s episode, I had the pleasure of sitting down with Darin Davis, a distinguished industry leader and entrepreneur boasting over 25 years of real estate experience. With an impressive track record of managing over $1 billion in debt and equity as both a Sponsor and LP, Darin has successfully navigated multiple market corrections.

    Currently an active managing partner at Presario Ventures, Darin's entrepreneurial spirit led him to recently found Club Capital, aimed at addressing investor requirements for capital growth and cash flow.

    Darin shared his insights on navigating multiple market corrections and how he led his companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. His ability to adapt and thrive in changing markets was truly inspiring.

    Throughout the episode, Darin’s wealth of knowledge and experience provided invaluable insights into the world of real estate and investment. His stories of resilience, innovation, and commitment to education and philanthropy offered listeners a comprehensive view of what it takes to achieve and maintain wealth.

    Join us as we delve into Darin’s vast experience, his insights on market strategies, and his inspiring journey in both his professional and personal life.

    In this episode, we talked about:

    1. Darin’s background and over 25 years of experience in real estate

    2. Navigating Market Corrections and strategies for adapting to changing markets

    3. The Never Quit Initiative, a 501(c)(3) non-profit organization he founded with his two children

    4. The importance of resilience, innovation, and philanthropy in building wealth

    Connect with Darin:

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

    Twitter: https://x.com/clubcapitalco?s=20

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

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

    Facebook: https://www.facebook.com/profile.php?id=61555027193762

    Darin’s interview: https://clubcapital.co/wssuw



    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/

    Más Menos
    44 m
  • Exploring Holistic Approaches to Wellness: Comprehensive Insights for Lasting Vitality
    Jul 17 2024

    In our latest episode, we have Regan Archibald, Lac, FMP, a trailblazer in the fields of peptide therapy, functional medicine, and longevity. As one of the nation's foremost experts in these areas, Regan has made significant strides in transforming healthcare through his innovative approaches.

    His award-winning center, EastWest Health, stands as a testament to his commitment, having conducted over 8,789 comprehensive blood labs that delve into 94 critical health markers. This thorough analysis allows Regan and his team to pinpoint the root causes of various health issues, offering a holistic path to wellness.

    In our conversation, we explored the intricacies of peptide therapy and its potential to revolutionize aging and health. Regan shared invaluable insights into how peptides can enhance vitality and support longevity.

    We also delved into his personal journey, discovering how his passion for health and wellness began and evolved into a career dedicated to helping others achieve their best health. This episode is a deep dive into the future of health and longevity, offering practical tips and profound insights that can help you unlock your full potential.

    In this episode, we talked about:

    1. How he started in his journey and founding the EastWest Health, an award-winning center

    2. Holistic and integrative methods to health and wellness and the importance of addressing root causes rather than symptoms

    3. His personal advice on achieving optimal health and strategies to support vitality and longevity

    4. The importance of peptide therapy and functional medicine through Regan's work

    Connect with Regan:

    Linkedin: https://www.linkedin.com/in/regan-archibald-ab70b813/

    Website: https://acueastwest.com/

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

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

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

    Podcast: https://podcasts.apple.com/us/podcast/unreasonable-health/id1497651187

    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/

    Más Menos
    45 m
  • Empowering Business Owners: Expert Guide to Wealth and Asset Protection
    Jul 10 2024

    In this episode, we are thrilled to welcome Mark J. Kohler, M.PR.A., C.P.A., J.D., a distinguished Founding and Senior Partner at KKOS Lawyers. Mark is renowned for his expertise in tax, legal, wealth, estate, and asset protection planning. Mark has dedicated his career to helping clients navigate the intricate landscapes of legal and financial matters to achieve their American Dream.

    As a co-founder and Board Member of the Directed IRA Trust Company, Mark has been at the forefront of innovative financial solutions, launching the Main Street Certified Tax Advisor Program to empower CPAs and Enrolled Agents across the nation.

    During our conversation, Mark delves into the importance of asset protection and tax strategy for entrepreneurs and small business owners, offering invaluable advice on how to build and preserve wealth.

    He also breaks down complex topics such as legal and tax strategies, asset protection, investing, and wealth growth into understandable and actionable insights. Mark's commitment to simplifying the complexities of the financial world has made him a trusted expert and a beacon for those seeking financial security and business success.

    In this episode we talked about:

    1. Importance of asset protection and tax strategy for entrepreneurs and business owners

    2. Tips for building and preserving wealth in today's financial landscape

    3. Practical advice for achieving financial security and business success

    4. Importance of financial education and empowerment for CPAs and Enrolled Agents


    Connect with Mark:

    Youtube: https://www.youtube.com/c/MarkJKohler

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

    Instagram: https://www.instagram.com/markjkohler/?hl=en

    Website: https://kkoslawyers.com/

    Personal Website: https://markjkohler.com/

    Podcast: https://mainstreetbusinesspodcast.com/

    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/

    Más Menos
    45 m

Lo que los oyentes dicen sobre Wealth Strategy Secrets of the Ultra Wealthy Podcast

Calificaciones medias de los clientes
Total
  • 5 out of 5 stars
  • 5 estrellas
    1
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Ejecución
  • 5 out of 5 stars
  • 5 estrellas
    1
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Historia
  • 5 out of 5 stars
  • 5 estrellas
    1
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Ordenar por:
Filtrar por:
  • Total
    5 out of 5 stars
  • Ejecución
    5 out of 5 stars
  • Historia
    5 out of 5 stars

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.

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.

Has calificado esta reseña.

Reportaste esta reseña