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
  • 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/

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    35 mins
  • Centimillionaire Strategies: Charlie Garcia’s Journey to Impact and Purpose
    Apr 17 2024

    In this episode, we had the distinguished honor of hosting Charlie Garcia, a distinguished figure whose life journey is a testament to the power of service, leadership, and love. With a multifaceted background spanning public service, military accolades, and impactful contributions to the intelligence community, Charlie's story is one of unwavering commitment to bettering society.

    Charlie's accolades speak volumes about his dedication to public service, as evidenced by his receipt of the Distinguished Public Service Medal for his efforts to enhance candidate diversity across military service academies during the administrations of Presidents Obama and Bush. Additionally, his commendable work in war-torn Central America in the 1980s earned him the prestigious Defense Meritorious Service Medal.

    Beyond his illustrious career in public service, Charlie is a prolific thought leader, having founded R360, a community of centimillionaires that are creating massive impact in the world. Charlie also authored two best-selling leadership books that have resonated with readers globally in over ten languages. Charlie shares valuable insights into effective leadership principles. His leadership philosophy serves as a guiding light for aspiring leaders seeking to make a positive impact in their respective spheres of influence.

    At the core of Charlie's ethos lies a profound commitment to service, underpinned by an abiding love for his country. Each day, he renews his pledge to utilize his gifts for the betterment of society, embodying the essence of true leadership and selflessness.

    Join us as we delve into Charlie's remarkable journey, uncovering invaluable insights into the art of service, leadership, and living a life driven by purpose and love.

    In this episode, we talked about:

    1. His background, distinguished career in public service, and transformative work in business and entrepreneurship

    2. Wealth beyond financial assets, encompassing elements such as family, relationships, and personal fulfillment

    3. R360's archetypes framework for understanding investors' risk profiles and behaviors

    4. The significance of family as a source of true wealth and fulfillment

    Connect with Charlie:

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

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

    Twitter: https://twitter.com/charlespgarcia

    Website: https://www.r360global.com/

    Email: hello@r360global.com

    Company Linkedin: https://www.linkedin.com/company/r360global/

    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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    1 hr and 5 mins
  • Optimizing Human Performance: Breaking Barriers in Health, Fitness and Vitality
    Apr 10 2024

    Today, we have a remarkable guest with us, Dustin Baker, a true visionary entrepreneur who has been making waves in the health and fitness industry for over a decade. Dustin's journey is nothing short of inspiring as he acquired BioProtein Technology, aiming to revolutionize natural wellness.

    His extensive collaboration with elite athletes, physicians, and military personnel underscores his commitment to optimizing human health. As the founding president of BioProtein Technology and BioPro+, Dustin has spearheaded the development of the first non-synthetic alternative to HGH and peptide treatments, promising faster, easier, and safer results.

    During our conversation, Dustin shares his passion for reshaping the industry with breakthrough alternatives to prescription Human Growth Hormone (HGH) and peptide treatments. His brainchild, BioPro+, stands as a testament to his dedication to providing safe and effective solutions for vitality and longevity.

    What sets Dustin apart is not just his entrepreneurial spirit but also his unwavering commitment to empowering individuals without compromising safety. Through his leadership, BioPro+ has emerged as an unparalleled beacon of innovation in the field of natural wellness.

    In this episode, we talked about:

    1. Dustin’s entrepreneurial journey in the health and fitness industry

    2. His vision to revolutionize natural wellness and personal thoughts about anabolic and catabolic workouts

    3. The promise of BioPro+ for faster, easier, and safer results compared to synthetic alternatives

    4. Insights into Dustin’s morning routine, his leadership and entrepreneurial strategies

    Connect with Dustin:

    Linkedin: https://www.linkedin.com/in/dustin-baker-31585a82/

    Website: https://www.bioproteintech.com/

    Email: INFO@BIOPROTEINTECH.COM

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

    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
    48 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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