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Wealth Strategy Secrets of the Ultra Wealthy Podcast

May 30, 2025

Today’s solo episode takes a hard look at what’s really broken in the traditional wealth planning model—and why it’s failing so many investors. Dave breaks down the flawed assumptions behind conventional strategies like the 60/40 portfolio, tax deferral, and one-dimensional public market investing. From...


May 28, 2025

Today’s episode features an insightful conversation with Robin Waite, a seasoned entrepreneur, business coach, and author of Take Your Shot. Robin has helped thousands of coaches, consultants, and service providers build thriving businesses with clarity and purpose. He’s joined by our host, Dave Wolcott,...


May 23, 2025

Welcome back to Wealth Strategy Deep Dives—your shortcut to building real wealth outside of Wall Street. In this episode, I walk you through two real-world wealth avatars: Conventional Carla and Strategic Sam. One is stuck in the traditional financial system. The other is scaling with clarity, control, and cash flow.


May 21, 2025

Today’s episode welcomes an extraordinary guest, Matt Sumner, founder of Outbound Investment and a leading voice in the world of global wealth strategies. With over 15 years of experience and a unique journey that started in Shanghai and spanned more than 60 countries, Matt has guided over 30,000 advisors and...


May 16, 2025

Welcome back to another episode of Wealth Strategy Deep Dives, where we distill powerful wealth-building strategies into short, tactical episodes. Today we’re uncovering one of the most essential frameworks behind building sustainable wealth: The Cash Flow Strategy of the Wealthy.

In this solo episode, I walk you...