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Wealth Strategy Secrets of the Ultra Wealthy Podcast

Jul 11, 2025

In today’s Wealth Strategy Deep Dives episode, I’m diving into what I consider the most important phase of the Holistic Wealth Strategy—Phase One: realizing that you are your greatest asset.

We explore the six forms of capital—financial, human, intellectual, social, emotional, and spiritual—and how...


Jul 9, 2025

Today’s episode welcomes a truly unique guest, Joel Zuckerman, whose career and insights shine a light on a powerful yet often overlooked life strategy—gratitude. Joel is a celebrated author, former award-winning golf and travel writer, and passionate advocate for what he calls "fierce gratitude." He has penned...


Jul 4, 2025

In this episode of Wealth Strategy Deep Dives, I demystify one of the most misunderstood yet powerful tools in the wealth strategy playbook—infinite banking. If you've ever been curious about how high-net-worth individuals create their own private banking system, this episode breaks it down. I walk you through exactly...


Jul 2, 2025

Today’s episode features a powerhouse guest in the world of finance and economics, Christopher Whalen. Chris is the chairman of Whalen Global Advisors, a seasoned consultant to leading lenders, and a widely-respected analyst with decades of experience advising institutional investors, commercial lenders, and...


Jun 27, 2025

In this Wealth Strategy Deep Dive, I’m unpacking a powerful question: what does true financial freedom really mean for you? We hear the term all the time, but few people break it down beyond the money. Inspired by my mentor Dan Sullivan, I explore the four freedoms — freedom of money, purpose, time, and...