Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today's episode features an insightful conversation with Gabe Schulman, partner at Lennox Advisors—an expert in holistic financial planning for hedge fund managers, private equity leaders, investment bankers, and venture capital executives. Gabe's journey is a testament to determination and the power of consistency: from humble beginnings in northern New Jersey and a college job with Northwestern Mutual, to leading comprehensive wealth strategies for ultra high net worth clients. But Gabe's expertise goes far beyond investment acumen. In this engaging discussion, he explains why true wealth is about more than just maximizing returns: it's about long-term preservation, tax efficiency, and creating a life filled with meaning and purpose. Drawing on 15+ years of advising some of the world's most sophisticated investors, Gabe shares his philosophy on financial discipline, the importance of a trusted advisory team, and the pitfalls even the wealthy face—like insufficient estate planning or failing to educate the next generation. Listeners will also discover Gabe's personal passion for contemporary art and philanthropy, as well as his thoughts on how aligning your financial strategy with your values leads to success and fulfillment. Whether you're just starting out or already managing significant assets, this episode is packed with wisdom and practical takeaways for achieving holistic wealth. In this episode, we discuss: Holistic portfolio construction and tax-efficient wealth preservation Common mistakes of high net worth individuals (and how to avoid them) The role of passion, purpose, and giving back in building a fulfilling life How to navigate today's complex investing landscape with disciplined consistency Learn how to leverage energy investments for tax savings and passive income: 👉 http://pantheoninvest.com/energy Learn more: https://pantheoninvest.com/episode224 Get Dave's Free Book: https://pantheoninvest.com/freebook Reserve Your Seat: https://contrarianwealthbuilder.com/ Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

Today's guest is Brian Burke—an industry veteran with decades of real estate experience and a knack for navigating market downturns. Brian is the President and CEO of Praxis Capital, and author of "The Hands-Off Investor." If you've ever wondered how seasoned pros manage risk and seize opportunity in turbulent markets, this episode is for you. Dave sits down with Brian to dig into his journey from law enforcement to active investor, where creative financing and relentless hustle led him from flipping houses to managing large multifamily and commercial portfolios. Brian's story is both relatable and inspiring—he shares how he started with no silver spoon, leveraging credit cards and sweat equity to break into real estate. As the conversation unfolds, Brian offers a no-nonsense perspective on today's commercial real estate climate, especially the recent downturn in multifamily. He breaks down the root causes of these market shifts, the importance of understanding the debt stack, why track record matters more than glossy projections, and how he pivoted to senior housing—an asset class thriving on demographic tailwinds. Whether you're new to passive investing or want to sharpen your due diligence skills, Brian's insights provide a practical roadmap for strategic wealth-building. In this episode, we discuss: Brian's path from law enforcement to real estate entrepreneurship What caused the multifamily market downturn and how to avoid critical mistakes How to critically evaluate passive investment opportunities as an LP Why senior housing is emerging as a high-potential sector Learn how to leverage energy investments for tax savings and passive income: 👉 http://pantheoninvest.com/energy Learn more about this episode: https://pantheoninvest.com/episode222 Get Dave's Free Book: https://pantheoninvest.com/freebook Reserve Your Seat: https://contrarianwealthbuilder.com/ Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

In this Wealth Strategy Deep Dive, Dave Wolcott explores one of the most overlooked drivers of wealth building: mindset. While most investors obsess over tactics, returns, and portfolio performance, Dave unpacks why true wealth creation starts with how you think about money, fulfillment, and personal identity. Drawing from his own journey as an entrepreneur, he explains how vision, gratitude, and self-awareness can fundamentally reshape your relationship with wealth—and why even high-net-worth individuals can still operate from scarcity if they haven't done the inner work. Dave dives into powerful concepts like separating your identity from your net worth, creating abundance through gratitude, and understanding how unresolved childhood money patterns can quietly drive financial decisions. He also shares why wealth is ultimately about energy, freedom, and self-actualization—not just accumulating more zeros in a bank account. If you've ever felt financially successful but emotionally fragile, this episode offers a transformative perspective on what it really means to build lasting wealth. Key Takeaways: Your financial success is shaped more by mindset than investment tactics. Wealth becomes more powerful when your identity is no longer tied to your net worth. Gratitude and abundance create a healthier, more sustainable relationship with money. Learn how to leverage energy investments for tax savings and passive income: http://pantheoninvest.com/energy Reserve your seat: https://contrarianwealthbuilder.com/ Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/ Get Dave's Free Book: https://pantheoninvest.com/freebook Learn More: https://pantheoninvest.com/

Today we're joined by an exceptional guest, Seth Levine. With 25 years of experience in venture capital, Seth Levine is the founder of a firm managing over $4 billion in assets and has invested in household names like Fitbit, Whoop, and Rover. He's also an author, fintech entrepreneur, and a thought leader advising funds from the Middle East to Africa. In this thought-provoking episode, Seth Levine explores the evolving landscape of capitalism and investing in the midst of global uncertainty. Drawing from his latest national bestseller "The Capital Evolution," he provides an accessible breakdown of how capitalism is changing—and what that means for investors, entrepreneurs, and family offices alike. Through real-world examples and fresh macro perspectives, Seth Levine examines the need for a more inclusive, longer-term approach to investing and the powerful role of innovation across industries. Seth Levine also pulls back the curtain on emerging opportunities in sectors including artificial intelligence, digital currencies, quantum computing, and energy. With firsthand insights from his advisory roles in dynamic global markets, he shares how to spot the next big trends and protect your wealth in a fast-changing world. One of the top takeaways from this episode is Seth Levine's advice on building true wealth through bold bets, not by playing it safe. His practical lessons on risk, portfolio construction, and sector trends offer a timely blueprint for the next generation of smart investors. In this episode, we discuss: The evolution and future of capitalism—why it matters for investors How to identify high-potential sectors like AI, quantum computing, and energy The impact and promise of digital currencies and stablecoins Strategies for building lasting wealth and managing risk Learn more: https://pantheoninvest.com/episode221 Get Dave's Free Book: https://pantheoninvest.com/freebook Reserve Your Seat: https://contrarianwealthbuilder.com/ Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/

In this episode, Dave Wolcott together with Mike Alexander dives into one of the most overlooked yet powerful opportunities in today's market: energy investing. While most investors react to geopolitical headlines with fear, this conversation reframes the narrative—highlighting how global supply constraints, decades of underinvestment, and steady demand have created a structural imbalance in the oil markets. As discussed, this isn't a short-term spike—it's a long-term shift that could take 12 to 18 months (or more) to normalize, opening the door for asymmetric opportunities that sophisticated investors are already capitalizing on. But beyond macro trends, the real value lies in strategy. This episode breaks down how energy investments can play a critical role in a holistic wealth plan—offering not just cash flow, but powerful tax advantages that go beyond traditional real estate. From offsetting active income through intangible drilling costs (IDCs) to hedging against stock market volatility, energy emerges as a compelling, non-correlated asset class. For high-income earners, business owners, or anyone navigating large tax liabilities, this strategy could be a game-changer in building true, tax-efficient wealth. Key Takeaways: Energy markets are experiencing a structural supply-demand imbalance, not just a temporary disruption. Investing in diversified oil and gas portfolios reduces risk while maximizing upside potential. Energy investments offer unique tax benefits, including the ability to offset active income and capital gains. Learn how to leverage energy investments for tax savings and passive income: 👉 http://pantheoninvest.com/energy Get Dave's Free Book: https://pantheoninvest.com/freebook Reserve Your Seat: https://contrarianwealthbuilder.com/ Unlock 6 Month Free Pantheon Wealth OS: https://www.pantheonwealthos.com/