Wealth Strategy Secrets of the Ultra Wealthy Podcast

Today we're joined by an exceptional guest, Mike Collins, the founder of Alumni Ventures and a true veteran of venture capital. With a career that began in the mid-1980s and has spanned decades of technological evolution, Mike has backed some of the most transformative companies in the tech world and has helped Alumni Ventures grow into a top 20 VC firm, managing billions and making venture invest...

In this episode with Curtis May, Dave Wolcott breaks down one of the most misunderstood truths in wealth building: it's not about chasing higher returns—it's about fixing your structure. Too many high-income earners remain financially fragile because they skip the foundational steps and jump straight into "home run" investments. Dave unpacks why true wealth starts with building a strong financial...

Today's episode features an inspiring conversation with Mike Michalowicz, the acclaimed author of "Profit First" and a leading voice in the world of entrepreneurial finance. Mike's journey is both relatable and educational—after building and selling multiple companies, he experienced losing it all and having to rebuild from scratch. This humbling experience pushed Mike to challenge traditional bus...

Today we have an extraordinary lineup featuring special guest Jeff Spencer, a name that resonates with the pinnacle of peak performance. Jeff is a renowned Olympic hopeful turned peak performance coach with over 400,000 hours of expertise and a Master's in Sports Science. His incredible journey includes helping win 40 gold medals, top awards for entertainers, and legendary success for entrepreneur...

Today we have an inspiring guest, Carrie Friedberg, joining Dave Wolcott on the Wealth Strategy Secrets of the Ultra Wealthy Podcast. Carrie is a personal finance coach with a remarkable story—despite having advanced education and a rewarding career, she found managing her own finances confusing and overwhelming. Through her journey, Carrie discovered that while many of us are high achievers in ou...

In this episode of Wealth Strategy Deep Dives, Dave Wolcott challenges the traditional idea of risk in investing. Many advisors warn investors to avoid alternatives like self-directed IRAs, private lending, or real estate because they appear "too risky." But Dave explains that the real question should always be "risky compared to what?" Through his own investing journey, he shares how he evaluated...

Today's episode features a dynamic conversation with Chris Naugle, an entrepreneur whose journey has taken him from professional snowboarding to building successful businesses and ultimately redefining his approach to wealth. Chris is a former Wall Street financial advisor who walked away from the traditional system after discovering that the way he was trained to build wealth wasn't how the ultra...

Today's episode features an impressive guest, Tom Bratkovich, Managing Director at DCA Family Office. With a unique background as an aerospace engineer turned venture capitalist, Tom has spent decades at the intersection of private markets, institutional investing, and family office wealth management. His extensive track record includes building a venture platform inside a multibillion-dollar fami...

In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott explores a powerful but often overlooked principle of wealth creation: your net worth is driven not only by financial IQ but also by relationship capital. The ultra-wealthy understand that one key relationship, partnership, or opportunity can dramatically change their trajectory. Dave explains why building meaningful rel...

Today we have an exceptional guest joining us, Robin Dreeke. Robin is a retired FBI special agent and former chief of the Counterintelligence Behavioral Analysis Program, bringing more than two decades of experience strategizing trust in high-stakes environments. His expertise isn't limited to recruiting spies and building alliances in the world of intelligence—Robin's unique perspective translate...

Most investors spend their lives chasing higher returns—jumping from deal to deal—without ever building the infrastructure needed to create lasting wealth. In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott breaks down the five-phase Holistic Wealth Strategy, revealing how high-net-worth families and family offices actually structure their wealth for control, protection,...

Today we have an insightful episode featuring Gary Dorfman, CEO of Thryve Wealth Management and a thirty-year veteran of Wall Street. Gary's experience includes leadership roles at major firms like Sanford Bernstein and Robertson Stephens, and he now leads a boutique RIA focused on innovation and tailored solutions for clients. Joining us is your host, Dave Wolcott, author of "The Holistic Wealth...

​​In this powerful episode of Wealth Strategy Deep Dives, Dave Wolcott welcomes Keala Kanae who completely reframes how we think about procrastination, self-sabotage, imposter syndrome, and fear. Rather than treating these as flaws to "fix," the episode reveals a deeper truth: we don't have a motivation problem—we have an alignment problem. When our goals are misaligned with our core values, the b...

Today's episode features an inspiring conversation with JP Newman, the founder of ThriveFP, a private equity firm behind over $2 billion in multifamily transactions. With nearly two decades of real estate experience and a passion for "purpose-driven capitalism," JP brings a fresh perspective on building wealth—not just financially, but holistically. Our host, Dave Wolcott, dives deep with JP, expl...

In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott joins Mike Zlotnik for a deep dive into the Holistic Wealth Strategy—a comprehensive framework designed for entrepreneurs and investors who want to move beyond traditional financial advice. Dave explains why true wealth creation starts with a clear vision statement and a growth mindset, then walks through the foundationa...

Today's episode features a powerhouse guest, Justin Maxwell, whose approach to wealth goes far beyond simply saving on taxes. Justin Maxwell is an entrepreneur and tax strategist who, after starting his career as a schoolteacher, discovered a passion for solving one of the biggest problems facing high earners: why do so many successful people overpay the IRS simply due to lack of proactive plannin...

Today, we're delighted to welcome back Neal Bawa, a recognized expert in data-driven real estate investing. Neal is widely known for cutting through market hype and using objective data to guide his macroeconomic outlooks and investment strategies. His background in computer science and passion for data science brings a refreshing perspective to an industry often influenced by speculation and head...

In this episode of Wealth Strategy Deep Dives, Dave Wolcott is joined by MC Laubscher for a powerful conversation on why true wealth is built through intentional structure, not just investments. MC explains how financial freedom unlocks the ability to dream bigger, help others, and build lasting impact—connecting the three pillars that society struggles with most: health, family, and money. The di...

Today we're joined by an exceptional guest, Damion Lupo, a lifelong entrepreneur and founder of EQRP, one of the leading platforms for self-directed retirement accounts. Damion Lupo's journey is nothing short of inspiring—after building a multi-million dollar real estate portfolio, he endured a dramatic collapse in 2008, losing $25 million and finding himself homeless. That moment became the catal...

In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott dives into one of the most overlooked drivers of financial success: your money story. Dave explains why wealth creation isn't determined by how hard you work, how smart you are, or even what product or service you offer—but by the emotions, beliefs, and subconscious patterns you attach to money. These deeply rooted narra...

Today's episode features an exceptional guest, Scott Carson—better known as "The Note Guy"—who has been at the forefront of note investing for nearly two decades. With a background in finance as a top mortgage banker and a successful transition into note investing, Scott Carson has built a reputation for turning distressed mortgage debt into powerful wealth-building opportunities. Having purchased...

In this episode of Wealth Strategy Deep Dives, Dave Wolcott challenges one of the most widely accepted beliefs in investing: diversification as Wall Street teaches it. Dave explains why owning dozens—or even hundreds—of stocks doesn't actually reduce risk, and how traditional portfolios remain dangerously exposed to the same systemic forces, from central bank policy to market sentiment and geopoli...

In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott joins Mike Zlotnik for a deep dive into the Holistic Wealth Strategy—a comprehensive framework designed for entrepreneurs and investors who want to move beyond traditional financial advice. Dave explains why true wealth creation starts with a clear vision statement and a growth mindset, then walks through the foundationa...

Today we have an incredibly timely and insightful episode featuring David Morgan, a renowned expert in precious metals and monetary history. With a career spanning decades, David Morgan brings unique depth to our understanding of wealth preservation and strategic investing—especially in turbulent economic times. Joining our host Dave Wolcott, David Morgan shares his remarkable journey that began w...

Today's episode is packed with powerful insights as we welcome a distinguished panel of guests, including Stephen Hall, Sharon Lechter, Ani Manian, and Aaron Hofrichter, alongside your host, Dave Wolcott. Together, they bring a wealth of experience in tax strategy, wealth acceleration, financial education, and the mindset required for lasting prosperity. We kick things off with Stephen Hall, a sec...