Energy Investing Strategies: Minerals, Royalties, and Non-Op Interests for Sophisticated Investors
Wealth Strategy Secrets of the Ultra Wealthy Podcast
Release Date: 12/24/2025
Wealth Begins With Self-Awareness with Richard Coyne & Bill Zahller
Wealth Strategy Secrets of the Ultra Wealthy Podcast
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Wealth Strategy Secrets of the Ultra Wealthy Podcast
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How the Top 1% Actually Build Legacy Wealth
Wealth Strategy Secrets of the Ultra Wealthy Podcast
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Energy Investing Strategies: Minerals, Royalties, and Non-Op Interests for Sophisticated Investors
Wealth Strategy Secrets of the Ultra Wealthy Podcast
Today we're bringing you an insightful conversation with Tim Pawul, one of the clearest voices in energy alternative investments. Tim is the founder of a merchant bank specializing in oil and gas mineral rights, royalty interests, and non-operated working interests—a sector most investors have heard of but few truly understand. Based in Houston, Texas, Tim has spent over a decade at the forefront of oil and gas investing, earning a reputation as an expert and thought leader in this space. In this episode, Tim joins Dave Wolcott to demystify how sophisticated investors can harness the...
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Infinite Banking: The Missing Liquidity Strategy Most Investors Ignore
Wealth Strategy Secrets of the Ultra Wealthy Podcast
Most investors believe wealth is built by accumulating assets and waiting until retirement to enjoy them. But the ultra-wealthy play a very different game—one focused on control, liquidity, and velocity of capital. In this Deep Dive, Dave Wolcott breaks down why traditional accumulation strategies often fail high-earning investors and how a more holistic approach to wealth changes everything. Dave explains why over-concentration in real estate can quietly create risk, how Infinite Banking works when structured correctly, and why family offices have used this strategy for decades to improve...
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Deferred Sales Trust Explained Strategies to Defer Taxes and Multiply Passive Income
Wealth Strategy Secrets of the Ultra Wealthy Podcast
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Wealth Strategy Secrets of the Ultra Wealthy Podcast
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Wealth Strategy Secrets of the Ultra Wealthy Podcast
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Wealth Strategy Secrets of the Ultra Wealthy Podcast
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Why Legacy Wealth Fails and How to Create Lasting Impact for Your Family
Wealth Strategy Secrets of the Ultra Wealthy Podcast
Today, we have a truly inspiring guest joining us, Barry Garapedian. Barry is a 39-year Wall Street veteran and founder of Mag7 Consultants, and he’s made it his mission to empower the next generation of leaders. With decades of experience in family governance, coaching heirs, and guiding young minds, Barry has distilled what he calls the “16 attributes of high performance”—essential skills, habits, and values that go far beyond what’s taught in schools. Barry’s impact reaches deep into the lives of Gen Z and young professionals, helping them build character, confidence, and...
info_outlineToday we're bringing you an insightful conversation with Tim Pawul, one of the clearest voices in energy alternative investments. Tim is the founder of a merchant bank specializing in oil and gas mineral rights, royalty interests, and non-operated working interests—a sector most investors have heard of but few truly understand. Based in Houston, Texas, Tim has spent over a decade at the forefront of oil and gas investing, earning a reputation as an expert and thought leader in this space.
In this episode, Tim joins Dave Wolcott to demystify how sophisticated investors can harness the powerful returns and tax advantages of mineral and royalty investments, even without direct experience in the energy sector. Tim shares his journey from Rice University graduate to becoming a central connector of institutional players, managers, and investors in oil and gas. You'll gain an exclusive look into the recent institutionalization of these asset classes, why technology has transformed the sector, and what sets it apart from conventional public energy stocks.
Whether you're looking to diversify your portfolio, minimize risk, or learn about 1031 exchanges and energy-backed passive income, this episode offers a masterclass in understanding both the macro trends and the nuts-and-bolts of investing in the booming minerals and royalties market.
In this episode, we discuss:
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Tim’s path to becoming a leading expert in oil and gas minerals, royalties, and non-operated interests
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Macro trends and institutional evolution shaping energy investments
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How minerals, royalties, and non-op interests work—and their unique risk-return profiles
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Strategies for tax efficiency, portfolio fit, and leveraging 1031 exchanges in energy investing
Download Dave’s book for free at HolisticWealthStrategy.com and get access to the investor community for exclusive education & opportunities. You can also book a call to explore the Virtual Family Office or apply for the mastermind to go deeper into building generational wealth.