Why Exiting Your 401(k) Could Accelerate Your Wealth
Wealth Strategy Secrets of the Ultra Wealthy Podcast
Release Date: 06/20/2025
Tax Planner vs. Tax Preparer: Why 95% of People Overpay the IRS
Wealth Strategy Secrets of the Ultra Wealthy Podcast
In this episode of Wealth Strategy Deep Dives, Dave Wolcott breaks down one of the most costly misconceptions in wealth building: the difference between a tax preparer and a tax planner. While most people rely on preparers who simply record history and file returns, the ultra-wealthy take a proactive approach with planners who design structures, leverage incentives, and use the 6,000+ page tax code as a roadmap for wealth creation. Dave shares how this shift transformed his own financial journey and why it can literally save you hundreds of thousands—or even millions—over your lifetime....
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Exit Planning Secrets: Maximize Business Value and Avoid Costly Mistakes
Wealth Strategy Secrets of the Ultra Wealthy Podcast
Today we have a remarkable guest joining us, Cameron Bishop. Cameron is a Managing Director at Raincatcher and a seasoned veteran in the world of business acquisitions and exits. Over his career, Cameron has sat on every side of the table—as a CEO, a buyer, and an advisor—shepherding deals totaling more than half a billion dollars. He has seen first-hand why nearly 80% of businesses that attempt to sell never actually do and understands the emotional and financial stakes involved in selling a company. In this episode, host Dave Wolcott dives deep with Cameron into the often misunderstood...
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Private Credit Investing: High Yields, Diversification & Cash Flow
Wealth Strategy Secrets of the Ultra Wealthy Podcast
In this Wealth Strategy Deep Dive, Dave Wolcott unpacks one of the fastest-growing opportunities in alternative investments—private credit. With traditional banks tightening lending standards, private credit has surged from $500 billion a decade ago to nearly $2 trillion in 2025. This asset class offers investors higher yields, downside protection through collateralized loans, and steady, non-correlated income streams that outperform traditional bonds and many real estate investments. Through real-world examples—like Florida roofing companies who turned to private credit after hurricanes...
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Cash Flow Over 401(k)s: Build Passive Income with Real Assets
Wealth Strategy Secrets of the Ultra Wealthy Podcast
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Invest in Yourself: The #1 Wealth Strategy for High Achievers
Wealth Strategy Secrets of the Ultra Wealthy Podcast
In this Wealth Strategy Deep Dives episode, Dave Wolcott unpacks one of the biggest common denominators among highly successful people: they invest in themselves first. From masterminds and personal development to daily habits like meditation, journaling, and fitness, Dave explains why focusing on your growth delivers the highest ROI—often 10x to 100x. He also reminds us that success isn’t just about net worth. It’s about advancing consciousness, designing your life intentionally, surrounding yourself with the right people, and creating lasting impact. Money follows when you focus...
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Build Wealth with Banks’ Money: Creative Financing & Credit Stacking Strategies
Wealth Strategy Secrets of the Ultra Wealthy Podcast
Today’s episode is packed with inspiration and practical strategies as we welcome Brandon Elliott, a self-made real estate investor with a journey unlike any other. Brandon is the founder of Credit Counsel Elite, and his story takes us from a childhood of scarcity, through dangerous setbacks, and ultimately to financial freedom. After surviving a life-altering explosion, Brandon transformed his mindset and set out to master the art of leveraging banks’ money—what he calls “OBM: Other Banks’ Money”—to build an impressive $14 million real estate portfolio and generate over $50,000...
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The Blueprint for Building Wealth Beyond Wall Street
Wealth Strategy Secrets of the Ultra Wealthy Podcast
In this solo episode of Wealth Strategy Deep Dives, I share the foundational principles behind building true, lasting wealth outside of Wall Street. Over the past 25 years, I’ve invested in alternative assets, studied passive income theory versus accumulation theory, and built businesses that focus on both growing and protecting capital. What I’ve discovered—and what I share in today’s conversation—is that wealth isn’t just about tactics like real estate or oil and gas investments. Those are tools. The real key is clarity. Clarity around your vision, your values, and how...
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How to Build Wealth Like a Family Office Using Alternative Assets
Wealth Strategy Secrets of the Ultra Wealthy Podcast
Today we have a fascinating episode with Daniel Brereton, Director at Equity Multiple, and a true expert in both traditional and alternative investments. Daniel’s journey is as impressive as it is educational—after serving as an Army officer, he translated his leadership and analytical skills to the world of private markets, first at UBS advising pensions and endowments, and now helping everyday investors unlock access to institutional-quality real estate deals. Host Dave Wolcott explores Daniel’s evolution from the military to the cutting edge of wealth strategy, shining a light on how...
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Why Building a Dream Team is the Secret to Lasting Wealth
Wealth Strategy Secrets of the Ultra Wealthy Podcast
In this solo episode of Wealth Strategy Deep Dives, Dave shares one of the most powerful keys to building legacy wealth—creating your dream team. Too often, investors try to grow alone, but the ultra-wealthy know that scaling wealth requires surrounding yourself with experts who can help you protect, preserve, and multiply your assets. Dave walks through the essential roles every investor should consider, from a functional medicine doctor and nutritionist who keep you performing at your peak, to proactive tax planners, asset protection attorneys, insurance strategists, and risk managers who...
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What Wall Street Won’t Tell You: True Wealth Strategies Using Self Directed IRAs
Wealth Strategy Secrets of the Ultra Wealthy Podcast
Today’s episode is an absolute must-listen for anyone eager to take charge of their financial future and break free from the Wall Street roller coaster. We’re joined by Kaaren Hall, the founder and CEO of U Direct IRA Services, and a true force in the world of Self Directed IRAs. With a background rooted in real estate, mortgage servicing, and loan origination, Kaaren brings over a decade of hands-on experience empowering investors to diversify their retirement funds beyond conventional stocks and bonds. Throughout this informative conversation, Kaaren unpacks the opportunities and...
info_outlineIn this special solo episode of Wealth Strategy Deep Dives, Dave breaks down one of the most misunderstood — and often taboo — strategies in traditional retirement planning: the idea of exiting your 401(k). Dave walks you through the math, mindset, and practical considerations behind taking control of your retirement capital and putting it to work in more tax-efficient, high-yielding private investments. Using the brand-new 401(k) Exit Calculator, Dave demonstrates how to objectively analyze your own situation and see whether staying locked into Wall Street truly aligns with your wealth goals.
If you’ve ever wondered whether your 401(k) is really “free money” or whether your capital could be compounding far faster elsewhere, this episode will open your eyes and empower you to run the numbers for yourself.
Get your FREE 401(k) Exit Calculator : https://exityour401k.com/
Download Dave’s free book and explore more hidden wealth strategies: holisticwealthstrategy.com
Explore vetted investment opportunities: pantheoninvest.com
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