Dave Wolcott
Wealth Strategy Secrets of the Ultra Wealthy PodcastEpisodes
Episodes of Wealth Strategy Secrets of the Ultra Wealthy Podcast
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In this episode, we are thrilled to welcome Mark J. Kohler, M.PR.A., C.P.A., J.D., a distinguished Founding and Senior Partner at KKOS Lawyers. Mark is renowned for his expertise in tax, legal, wealth, estate, and asset protection planning. Mar
In the latest episode of Wealth Strategy Secrets of the Ultra Wealthy, I had the privilege of hosting Jan Petke, founder and managing partner of C100Global. Jan brings a wealth of experience and a unique perspective on managing and preserving s
In this episode, we have Jason Nees, Pantheon Investments Portfolio Manager and we dive into a comprehensive discussion about the current state of the economy, particularly with a focus on market updates, opportunities, and risks for capital al
In the latest episode, I had the incredible pleasure of hosting Vered Kogan, a powerhouse in the field of mindset coaching and transformational change. Vered is not only a keynote speaker and author, but she is also the CEO of the Momentum Inst
In our latest episode, we had the privilege of sitting down with Andrés Preschel, an extraordinary individual whose journey from overcoming personal health challenges to becoming a leading figure in the world of applied physiology and wellness
In this episode we have Nic Peterson, a dynamic entrepreneur and the co-founder of Mastery Mode. Nic's impressive portfolio includes co-founding multiple successful companies such as Certainty U, the Certainty App, Relentless Performance, and R
Today we have Christopher Larsen, the dynamic founder and Principal of Next-Level Income. Chris, who transitioned from an 18-year career in the medical device industry to a successful investor and educator, shares his journey towards financial
Today we had the honor of having Salvatore M. Buscemi, a titan in the realms of finance and real estate. With a storied career and an enviable portfolio, Salvatore has cemented his reputation through astute investment strategies and dynamic lea
Today we had the pleasure of sitting down with the incredible Jay Conner, a real estate mogul whose success story is nothing short of inspiring. Jay's journey in the real estate industry began in 2003 in a modest town of 40,000 people, where he
Today, we had the pleasure of hosting Patrick Grimes, a true titan in the world of alternative investments and real estate. Patrick is the founder of Passive Investing Mastery, a company dedicated to empowering investors with the knowledge and
In today's episode, we had the honor of having Bronson Hill, the Managing Member of Bronson Equity. With an impressive portfolio boasting 2000 multifamily units valued at over $200 million, Bronson is a powerhouse in real estate investment. He
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 multifamil
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
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 Tech
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
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 gro
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 i
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
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 consultan
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 es
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,
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
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, particul
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,
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,
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