Wealth Strategy Secrets of the Ultra Wealthy Podcast

Updated: 06 Aug 2025 • 196 episodes
pantheoninvest.com/podcast

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!

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Today’s episode is a powerful detour from traditional wealth-building strategies as we welcome Nels Jensen to the show. Nels is the CEO of Williamsburg Learning, a thriving entrepreneur, and a dedicated yoga instructor who has mastered the art of integrating business, personal growth, and family. Unlike most stories yo

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In this new Wealth Strategy Deep Dives episode, Dave redefines what it truly means to be wealthy—not just in terms of dollars and cents, but through a holistic lens that includes emotional, intellectual, spiritual, and social capital. Drawing from his own journey and inspired by thinkers like Dan Sullivan, Dave unpacks

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Today’s episode is truly something special. We’re joined by Dr. Daniel Lacalle, a world-renowned economist, bestselling author, and former hedge fund manager with deep experience at top institutions like Citadel and Pimco. Known for his sharp macroeconomic insights, Daniel has spent decades analyzing energy, finance, a

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Today’s episode is truly transformative, featuring Dr. Srikumar Rao—a world-renowned executive coach, acclaimed author, and sought-after speaker. Dr. Rao has worked with high-performing entrepreneurs and CEOs from around the globe who aren’t just chasing financial success but are also searching for deeper spiritual cla

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Today’s episode is an inspiring deep dive into a unique and often overlooked corner of real estate investing: land flipping. Our special guest is Jack Bosch, a German immigrant and founder of the Land Profit Generator system. Jack’s remarkable journey began when he arrived in the U.S. with only two suitcases and a drea

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In today’s Wealth Strategy Deep Dives episode, I’m diving into what I consider the most important phase of the Holistic Wealth Strategy—Phase One: realizing that you are your greatest asset. We explore the six forms of capital—financial, human, intellectual, social, emotional, and spiritual—and how shifting your mindse

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