Podcast Episodes
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Managing Money Mindset: Strategies for Reducing Anxiety and Increasing Confidence
Today we have an inspiring guest, Carrie Friedberg, joining Dave Wolcott on the Wealth Strategy Secrets of the Ultra Wealthy Podcast. Carrie is a per…
1 month, 1 week ago
Why Risk Is Often Misunderstood in Investing
In this episode of Wealth Strategy Deep Dives, Dave Wolcott challenges the traditional idea of risk in investing. Many advisors warn investors to avo…
1 month, 2 weeks ago
Why Traditional Financial Advice Fails and How the Wealthy Really Build Wealth
Today's episode features a dynamic conversation with Chris Naugle, an entrepreneur whose journey has taken him from professional snowboarding to buil…
1 month, 2 weeks ago
Mastering Tax-Advantaged Investing Strategies with Family Offices and Private Markets
Today's episode features an impressive guest, Tom Bratkovich, Managing Director at DCA Family Office. With a unique background as an aerospace engine…
1 month, 3 weeks ago
The Biggest Mistake High-Income Investors Make
In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott explores a powerful but often overlooked principle of wealth creation: …
2 months ago
Building Trust and Relationship Capital: Strategies for Entrepreneurs and Investors
Today we have an exceptional guest joining us, Robin Dreeke. Robin is a retired FBI special agent and former chief of the Counterintelligence Behavio…
2 months ago
Learn Infinite Banking & the Infrastructure of Wealth in 2026
Most investors spend their lives chasing higher returns—jumping from deal to deal—without ever building the infrastructure needed to create lasting w…
2 months, 1 week ago
Learn How the Ultra-Wealthy Build Modern Portfolios This 2026
Today we have an insightful episode featuring Gary Dorfman, CEO of Thryve Wealth Management and a thirty-year veteran of Wall Street. Gary's experien…
2 months, 1 week ago
The Real Reason You Procrastinate With Money
In this powerful episode of Wealth Strategy Deep Dives, Dave Wolcott welcomes Keala Kanae who completely reframes how we think about procrastinatio…
2 months, 2 weeks ago
Building Wealth with Purpose: JP Newman's Journey Beyond Net Worth
Today's episode features an inspiring conversation with JP Newman, the founder of ThriveFP, a private equity firm behind over $2 billion in multifami…
2 months, 2 weeks ago