Dave Wolcott

Wealth Strategy Secrets of the Ultra Wealthy Podcast

Business EN ↓ 287 episodes

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...

Author

Dave Wolcott

Category

Business

Podcast website

pantheoninvest.com

Latest episode

Jul 10, 2026

Where to listen?

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Episodes

Where's the Best Place to Invest $100k in Today's Economic Climate? 29.04.2022

We had the distinct pleasure of having Hunter Thompson join us on this week's show. Hunter is a full-time real estate investor, and founder of Asym Capital. Since founding Asym, Hunter has helped more than 400 retail investors acquire over $150,000,000 of mobile home parks, self-storage, retail, office, ATM machines, and cryptocurrency assets.  Hunter talks about how his investment thesis was form...

Accelerate the Multiplication of Your Money with Smart Investing 22.04.2022

We wrapped up another amazing episode with Chad Sutton! Chad is an "old soul" and a genuine "family man", passionate about building a quality lifestyle and quality communities for residents! He is also one of the five managing partners at Quattro Capital.  In this show, Chad Sutton dives deep and explains how Americans need to invest better and avoid common mistakes. He shares ways to invest smart...

How to Double Down on Your Strengths and Achieve Excellence 18.04.2022

Dave's personal coach joins our podcast today! With his background in manufacturing and chemical engineering, Gary Mottershead believes it's important for specialists to consider themselves entrepreneurs first. Gary founded GCP Industrial Products and today has become a forward-thinking, digital-first inspired industry leader. He has been a Strategic Coach client for over 30 years and associate co...

How the Top 1% Build Their Wealth 08.04.2022

For over a decade, Sam Prentice has worked exclusively with high net worth entrepreneurs, immersing himself in the world of finance and wealth management. He has a vast and deep knowledge of how to architect wealth strategies for the ultra wealthy.     Today, we had an awesome time talking with Sam about ways to create an alternative wealth strategy like the ultra wealthy.  This is definitely not...

The Simple Fundamentals to Accelerate Your Investments 04.04.2022

Through his vision and leadership, Ellis Hammond has led Symphony Capital Group to a milestone of more than eighty-seven million dollars in real estate investments. Ellis is also the founder behind Kingdom REI - a coaching community for faith driven investors that helps them multiply their portfolios with joint ventures or collaborations through mentorship programs on how they can do it all themse...

The Magic of Depreciation 28.03.2022

We were fortunate enough to speak with Josh McCallen on this episode. Josh is the Co-founder of Accountable Equity as well as host for the top rated podcast, Capital Hacking.  Josh opens up about his personal life and journey to entrepreneurial success, he talks about how being busy with 10 children has not stopped him from being aligned with purpose. Josh speaks of the many private equity options...

Mitigate Investment Risk by Understanding the Key Components to Successful Underwriting 21.03.2022

From the hospitality industry to alternative investments, Rob Overstreet shares his story of jumping into the world of multi-family properties!  In this episode, Rob shares the key components of underwriting. He explains how this process is not just about knowing what type or model you want - it's also crucial that you take your time and explore all options before determining your investment.  Wea...

How Infinite Banking Can Exponentially Multiply Your Wealth 14.03.2022

Today we are joined by MC Laubscher as we delve into another wealth strategy secret of the ultra-wealthy, the Infinite Banking concept.  This strategy is extremely powerful and can become a cornerstone to your wealth strategy. Join us as MC shares his personal investing strategy of how investors and business owners can create, recover, warehouse and multiply cash flow through advanced strategies i...

How Investing in Self Storage Can Add Recession Resistance to Your Portfolio 08.02.2022

I recently had the opportunity to interview Kris Bennett on the Wealth Strategy Secrets of the Ultra Wealthy Podcast! In this episode, Kris shares his transition from ministry to real estate investments and private equity. He emphasizes the benefits of investing in self storage and real estate assets that can be non-correlated to the stock market and therefore provide recession resistance. Kris al...

How Mindful Investing Can Create Financial Freedom 08.02.2022

Today we are joined by, Omar Khan who dives into his journey to entrepreneurship and his success in the real estate industry. Omar shares his financial plans and goals and how they are focused on creating a lifestyle of freedom. He also points out why he favors real estate development opportunities and how they differ from traditional value add deals. Omar says, "What is financial freedom? It's di...

Why You Need Clarity, Courage, and Leadership in Your Life 08.02.2022

Today we are joined by Dale Walls who shares his journey going from a rough childhood upbringing to the Marine Corps to building a 200 person IT Services business to today running the Lion's Guide. Dale's core success philosophy consists of establishing clarity, having courage and leading the way. Having the knowledge that you need to enact your vision and always seeking truth. The more clarity yo...

How to Untap Alternative Assets with a Self Directed IRA 08.02.2022

In this episode, Dan Kryzanowski reflects on his path to becoming an active capital raiser, equity owner, and passive investor!  He unlocks his expertise in discussing how someone can invest in alternative assets using a Self Directed IRA or a Solo 401k. Dan outlines the step-by-step process of how to invest using these funds that are typically only invested in mutual funds or stock indexes. He fu...

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