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Wealth Strategy Secrets of the Ultra Wealthy Podcast

Nov 27, 2024

Today we have an exceptional guest, Shauna Wekherlien known as the "Tax Goddess". Shauna is a leading mind in the realm of tax strategy, boasting an impressive record of over $1.68 billion in client tax savings. Tune in now for a deep, educational dive into advanced tax planning techniques.

Shauna, a former astrophysics...


Nov 20, 2024

Today we have an exceptional guest joining us, Nick Stageberg. Nick is the co-founder of Black Swan Real Estate, a visionary name in real estate investment, alongside his wife. Together, they have built an impressive portfolio valued at $375 million, focusing on holistic well-being and luxury living. Nick’s journey is...


Nov 13, 2024

Today’s guest is Matt Theriault, renowned for his transformative insights into financial independence where he shares his remarkable journey from bagging groceries to achieving financial freedom through real estate investment.

In this engaging episode of the Wealth Strategy Secrets of the Ultra Wealthy podcast, Matt...


Aligning with Personal Values: Achieving TRUE Financial Independence

Nov 6, 2024

Today we have an extraordinary guest joining us, Krisstina Wise. Krisstina is a multimillion-dollar entrepreneur and a thought-leader in redefining the concept of wealth. With a journey that began in a challenging upbringing, Krisstina's story is one of resilience, growth, and profound transformation.

 

Krisstina...


Nov 6, 2024

Today we have an extraordinary guest joining us, Krisstina Wise. Krisstina is a multimillion-dollar entrepreneur and a thought-leader in redefining the concept of wealth. With a journey that began in a challenging upbringing, Krisstina's story is one of resilience, growth, and profound transformation.

Krisstina started...