Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today, we're diving deep into the world of senior housing and assisted living with none other than Isabelle Guarino, the COO of Residential Assisted Living Academy. For the past decade, Isabelle has been at the helm, ensuring smooth operations and keeping everyone on task. Her expertise in senior housing has earned her recognition as one of the "Top Influencers in Senior Housing," and she's a two-...

​​In today's episode, we had the honor of hosting Dan Sullivan, the founder and president of The Strategic Coach Inc. With over 40 years of experience as a speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups, Dan is a true visionary in the world of business. Dan's ability to simplify complex concepts and provide actionable strategies will surely resonate, of...

Today, we had the pleasure of hosting Jim Sheils, a distinguished guest with a multifaceted career spanning real estate investment and family education. Jim, a partner at Southern Impression Homes, highlighted his expertise and specialization in constructing rental portfolios for both individual investors and institutional buyers in Florida's burgeoning markets. With a focus on new construction an...

In this episode, we had the privilege of hosting Brent Kesler, a former chiropractor turned financial expert who has transformed his life through the revolutionary Money Multiplier (TMM) Method. His passion for this financial concept led him to become a dedicated teacher of the method, with the goal of helping individuals take control of their financial destinies. Regardless of income level, Brent...

In this episode we had the pleasure of hosting Kim Daly, an expert with over two decades of experience in helping individuals achieve their dreams of business ownership through franchising. Recognized as one of America's top franchise consultants, Kim has played a pivotal role in creating nearly 1000 successful franchise owners During the episode, she delved into the concept of navigating uncertai...

In this episode, we had the pleasure of hosting Daniel Brown, the visionary CEO of Brownstone in Austin. Daniel, originally from the UK, shared his incredible journey of becoming an American entrepreneur, family man, and a leader in the real estate industry. Daniel's background as the former CEO of a $150 million UK jewelry chain brings a unique perspective to his current role. Since relocating to...

Today, we had the pleasure of hosting Mark Podolsky, the owner of Frontier Properties, a leading land investment company, and widely known as The Land Geek. Mark brings a wealth of knowledge and experience to the table, having completed over 5,500 land deals and earning his company, Frontier Equity Properties, an impressive A+ rating with the Better Business Bureau. Beyond his success in land inve...

Today's episode is an absolute powerhouse of insights into optimizing health and achieving peak performance. Our guest is none other than Dr. Tracy Gapin, a board-certified urologist, world-renowned men's health and performance expert, and the brilliant mind behind The Gapin Institute, a global leader in high-performance health. Dr. Gapin brings over 20 years of experience to the table, with a foc...

In today's episode, we have Maxwell Wu, the visionary founder of Fulcrum Lending, a direct balance sheet lender specializing in multifamily properties nationwide. Maxwell's extensive background in real estate investment and operations, particularly across prominent Wall Street firms, sets him apart as a true expert in the field. Maxwell's journey in the real estate industry is marked by his divers...

Introducing our Best of 2023 episode! We've had the privilege of hosting incredible guests on our podcast, and today we're revisiting some of the most insightful moments from the past year. Join us as we dive into the realm of mindset mastery, wealth strategy, and innovative investment insights. Get ready to unlock your potential and achieve your most ambitious goals. First up, we have Trevor McGr...

In this 10X Investor Journey episode, we had the pleasure of sitting down with Andrea Barnes, a seasoned real estate investor with an impressive national portfolio that spans single-family homes and multifamily projects. Alongside her husband, Kevin, Andrea manages a multi-million-dollar portfolio that has expanded to include diverse passive investment vehicles such as energy, debt notes, real est...

In this episode, we were honored to have Jim Pfeifer, one of the founders of Left Field Investors and the esteemed host of the Passive Investing from Left Field podcast, join us. A seasoned professional in the realm of finance, Jim's journey from a conventional financial advisor to an innovative thought leader in passive investing is an inspiring chronicle of change and enlightenment. With a solid...

In this episode, we had the pleasure of hosting Ian Djuric, a titan in both waste management and real estate industries. Ian's journey from revolutionizing waste management to overseeing the Djuric Family Office's vast portfolio offers invaluable insights into rapid, scalable growth and efficient operations. Ian's career trajectory is a testament to his prowess in transforming companies into multi...

Welcome back to our milestone 100th episode of the podcast. In a thrilling twist, we're reversing roles today, with our very own Dave Wolcott stepping into the spotlight as our guest, while Addie navigates us through his world of expertise. Get ready to unearth a treasure trove of knowledge straight from the vault of our seasoned host. Dave, often the one asking the hard-hitting questions, opens u...

Today's amazing guest is Chad Johnson, the embodiment of leveraging business success to create an extraordinary life. Chad's story isn't just about elevating his family's business to new heights; it's a testament to using entrepreneurial vision to nurture relationships and achieve balance. As the "Chief Inspiration Officer" of Ceramic Decorating Company, Chad's journey reflects a compelling blend...

In this episode, we dive deep into financial liberation with Parker Pursell, a true advocate for breaking financial barriers. Parker's journey from corporate mentoring at Chick-Fil-A to a pivotal role at Pursell Farms, coupled with a newfound passion during the COVID-19 pandemic, led him to helm eQRP, a beacon for individuals seeking financial freedom. Parker shares his inspiring narrative, illust...

In this episode, we had the privilege of having Mr. Rick Jordan. A magnetic CEO whose ascent to the zenith of success was forged through unwavering determination and a treasury of hard-earned wisdom. Rick's journey reads like a saga of triumph, highlighted by appearances on nationwide networks including CBS, Fox, NewsNation, and Cheddar, solidifying his status as a sought-after personality in the...

In today's episode, we have Shannon Robnett, the illustrious Founder and CEO of SRI (Shannon Robnett Industries) and the esteemed host of Robnett's Real Estate Rundown. With a remarkable career spanning over 27 years, Shannon's footprint in the real estate industry surpasses $425MM in construction projects. Shannon's expertise encompasses a wide spectrum, from multifamily housing to pivotal infras...

In today's episode Dave Wolcott, Joey Mure, and Russ Morgan delve into the transformative power of passive income and the journey towards financial freedom. Joey Mure, a seasoned serial entrepreneur, shares his insights gained from co-founding ventures like Wealth Without Wall Street and Wake Up In Birmingham. He emphasizes the importance of financial liberation through passive income, a philosoph...

Today we had the privilege of sitting down with Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor, who brought a wealth of knowledge and experience to the table. Frank is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management, catering to a select group of individuals, executives, and privately held business owners. With over 15 years of experience in the res...

Today we have the pleasure of hosting Gino Barbaro, a seasoned real estate investor, entrepreneur, and bestselling author. Gino's journey in the world of real estate has been nothing short of impressive, with a portfolio exceeding $100,000,000 in assets under management. Gino is also the co-founder of Jake & Gino, a multifamily real estate education company, and he shared insights into their uniqu...

Today, we have a truly fascinating guest with us, Mr. Axel Meierhoefer. Axel's journey from a retired Air Force officer to a successful business owner and real estate investor is truly inspiring. He started his entrepreneurial journey in 2005, focusing on consulting, employee skill development, and program management, showcasing his passion for education and helping people become successful. With...

Today we have an incredible guest who is truly a master in the world of high-performance coaching and wealth strategy. Trevor McGregor is joining us, truly his knowledge and experience is nothing short of remarkable. With over 35,000 hours of coaching experience, Trevor has worked with clients including Fortune 500 executives, high-level real estate investors, and world-class athletes. They all se...

In our latest episode, we had the pleasure of hosting John Casmon, a distinguished real estate entrepreneur with an impressive track record of partnering with busy professionals to invest in over $100 million worth of apartments. He Co-Founded MidWest Real Estate Networking Summit, a must-attend event for anyone serious about multifamily real estate. John's journey into multifamily real estate is...

In this episode, we had the privilege of hosting Garrett B. Gunderson, a financial expert and founder of Wealth Factory, whose passion lies in dispelling financial myths and helping hardworking business owners achieve prosperity and peace of mind. Raised in rural Utah with a family history of struggle and resilience, Garrett's mission is to empower self-made business owners with the financial tool...