Wealth Strategy Secrets of the Ultra Wealthy Podcast
Hosted by Dave Wolcott · Dave Wolcott
5.0from 135 ratings
- 311
- Episodes
- 154
- Transcribed
- 135
- Ratings
- Daily
- Cadence
- 2022
- First episode
- 163K
- YouTube views
About Wealth Strategy Secrets of the Ultra Wealthy Podcast
Wealth Strategy Secrets of the Ultra-Wealthy is a top-ranked investing podcast for entrepreneurs, accredited investors, and high-income professionals who want to build wealth beyond Wall Street. Hosted by Dave Wolcott—Founder of Pantheon Investments and author of The Holistic Wealth Strategy—this show reveals how the ultra-wealthy and family offices actually invest, reduce taxes, and create long-term financial freedom. Each episode uncovers advanced wealth strategies including: private market investing, passive income, private credit, real estate syndications, tax optimization, asset protection, infinite banking, and alternative investments. You'll hear from top investors, family office leaders, tax strategists, and elite performers sharing real-world insights, frameworks, and opportunities rarely discussed in traditional financial planning. If you're looking to move beyond stocks and bonds, increase cash flow, lower your tax burden, and build a true wealth strategy—this podcast is your blueprint. Start building your personalized wealth strategy today: Get access to Dave's free Contrarian Wealth Masterclass and join the Private Capital Network at: https://contrarianwealthbuilder.com
- Publisher
- Dave Wolcott
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 8 Feb 2022
- Latest episode
- 15 Jul 2026
Latest episodes
154 of 311 episodes have a transcript.
15 Jul 2026TRANSCRIPT
Portfolio Strategy: How to Invest With Purpose, Not Emotion (With Nic Peterson)
10 Jul 2026TRANSCRIPT
Liquidity Planning: The Family Office Framework for Smarter Investing
8 Jul 2026TRANSCRIPT
Tax Secrets of the Wealthy: A CPA's Guide to Building Multi-Million Dollar Portfolios | Aaron Hofrichter
Inside a recent episode
Portfolio Strategy: How to Invest With Purpose, Not Emotion (With Nic Peterson)
Published 15 Jul 2026 · Transcript excerpt
[…] But people just they lose like every time. Right. I mean, that is really investable. Yeah, and like I said, it's the same stuff over and over. And the interesting thing about investing is, from my perspective, and I deal with quite a few investors, and this is very intelligent people, by the way, that struggle with this concept, which is risks and probabilities. There are no certainties. So it's always, in my mind, it's always risks and probabilities, right? Like, that's what we're processing when we're investing. And, okay, I got 18%. Okay. Does that fund your life goals? Like, no. Well, then it doesn't really matter because the purpose of all of this is to fund something, I assume. […]
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See plansWho has been a guest on Wealth Strategy Secrets of the Ultra Wealthy Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Nic Peterson
- Aaron Hofrichter
- Mike Morawski
- Dr Travis Parry
- Travis Purvis
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 163,380
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 104 ratings
- Spotify
- 4.8 / 5
- 31 ratings
Podcast Authority Score: 84 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 97
- Social presence
- 0
- YouTube
- 86
- Engagement
- 93
Contact Wealth Strategy Secrets of the Ultra Wealthy Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Wealth Strategy Secrets of the Ultra Wealthy Podcast
Who hosts Wealth Strategy Secrets of the Ultra Wealthy Podcast?
Dave Wolcott host the show. Published by Dave Wolcott.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Wealth Strategy Secrets of the Ultra Wealthy Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
154 of 311 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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