Wealth Strategy Secrets of the Ultra Wealthy Podcast

Private Credit Investing: High Yields, Diversification & Cash Flow


Listen Later

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 to quickly fund growth—Dave illustrates why billionaires and institutions have been pouring into this space. You'll learn how private credit funds generate double-digit returns, why short loan cycles can accelerate compounding, and how they create stability and diversification in a portfolio that's heavy in equities or real estate. For more insights and resources on this strategy, visit PantheonCreditFund.com.

Take the next step: Head over to holisticwealthstrategy.com to download your free copy of Dave's book, The Holistic Wealth Strategy. You'll also gain access to our investor community, exclusive educational content, and new opportunities to accelerate your path to freedom. Ready to go deeper? Book a call with our team to explore our Virtual Family Office services or join our mastermind group to start building true generational wealth.

...more
View all episodesView all episodes
Download on the App Store

Wealth Strategy Secrets of the Ultra Wealthy PodcastBy Dave Wolcott

  • 5
  • 5
  • 5
  • 5
  • 5

5

96 ratings


More shows like Wealth Strategy Secrets of the Ultra Wealthy Podcast

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,773 Listeners

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

710 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,875 Listeners

Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

Creating Wealth Real Estate Investing with Jason Hartman

536 Listeners

The Best Ever CRE Show by Joe Fairless

The Best Ever CRE Show

991 Listeners

Get Rich Education by Real Estate Investing with Keith Weinhold

Get Rich Education

603 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

586 Listeners

Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

Passive Real Estate Investing

971 Listeners

Lifetime Cash Flow Through Real Estate Investing by Rod Khleif

Lifetime Cash Flow Through Real Estate Investing

1,406 Listeners

Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

Real Wealth Show: Real Estate Investing Podcast

414 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

422 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

517 Listeners

Ken McElroy Show by Ken McElroy

Ken McElroy Show

720 Listeners

The Lifestyle Investor - Investing, Passive Income, Wealth by Justin Donald

The Lifestyle Investor - Investing, Passive Income, Wealth

291 Listeners

PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

PassivePockets: The Passive Real Estate Investing Show

129 Listeners