Podcast Episodes
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The Truth About Cash Flow, Tax Strategies, and Risk in Alternative Investments
Today's episode features a dynamic conversation with Spencer Hilligoss, Founder of Madison Investing, and your host, Dave Wolcott—serial entrepreneur and author of the bestselling book "The Holistic …
Published on 10 hours ago
Understanding the K-1: The Tax Advantage the Ultra-Wealthy Never Miss
Welcome back to Wealth Strategy Secrets of the Ultra Wealthy! I'm your host, Dave Wolcott, and in this solo Wealth Strategy Deep Dive, we're unpacking one of the most misunderstood yet powerful tools…
Published on 5 days, 11 hours ago
Hospitality Real Estate: Contracted Cash Flow, Tax Benefits & Legacy
Today's episode brings you an inspiring conversation with hospitality entrepreneur and real estate visionary, Josh McCallen. As the founder of Accountable Equity, Josh has carved out a unique path at…
Published on 1 week ago
Alternative Investments Explained: Building Wealth Outside of Wall Street
In today's episode, we're joined by Vicky for a special solo series focused on wealth strategy secrets of the ultra-wealthy. Vicky dives into the lesser-known approaches that set high-net-worth indiv…
Published on 1 week, 5 days ago
Ditch the 4% Rule: Passive Income Over Accumulation
Today's episode features an insightful conversation with Derek Coburn, wealth advisor, author of "Let's Retire Retirement," and founder of the Cadre community. Derek brings decades of experience help…
Published on 2 weeks ago
The Trifecta: The Ultimate Return Profile the Ultra-Wealthy Use to Build Real Wealth
Welcome back to Wealth Strategy Secrets of the Ultra Wealthy! I'm your host, Dave Wolcott, and in this Wealth Strategy Deep Dive, we're breaking down one of the most powerful frameworks the ultra-wea…
Published on 2 weeks, 5 days ago
Mindset + Skillset: Align Values to Build Wealth
Today's episode features a dynamic conversation with Keala Kanae, a true testament to the power of mindset in achieving extraordinary success. Keala's journey is as inspiring as it is educational—he …
Published on 3 weeks ago
Why Cash Is Trash in 2025 — The Smart Investor's Hedge
In this powerful episode, Dave Wolcott tackles one of the biggest threats to your financial freedom today: the silent erosion of your wealth through dollar devaluation. With the U.S. dollar losing ne…
Published on 3 weeks, 5 days ago
Build Cash-Flowing Businesses: Systems, KPIs & Exit Readiness
Today's episode features an enlightening conversation with business coach and entrepreneur, Tanner O'Brien. As a partner in a thriving family-owned ActionCOACH franchise, Tanner has firsthand experie…
Published on 4 weeks ago
The Pyramid of Private Market Sponsors Explained (Real Estate, Energy & More)
When it comes to investing in private markets, not all sponsors are created equal—and understanding the differences can dramatically impact your wealth strategy. In this solo episode of Wealth Strate…
Published on 1 month ago