Mar 25, 2026
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....
Mar 20, 2026
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...
Mar 18, 2026
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...
Mar 11, 2026
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...
Mar 6, 2026
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...