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Wealth Strategy Secrets of the Ultra Wealthy Podcast

Financial Freedom: How to Change Your Money Mindset and Build Wealth (With Lisa Smith)

Sep 30, 2026

What if the biggest obstacle between you and financial freedom isn't your income—but the way you've been taught to think about money?

In this episode, Dave Wolcott sits down with financial educator, investor, and entrepreneur Lisa Smith to explore how mindset, financial education, and intentional investing can...


Sep 30, 2026

What if the biggest obstacle between you and financial freedom isn't your income—but the way you've been taught to think about money?

In this episode, Dave Wolcott sits down with financial educator, investor, and entrepreneur Lisa Smith to explore how mindset, financial education, and intentional investing can...


Sep 25, 2026

Building wealth isn't simply about finding the next great investment. It's about creating a coordinated strategy where your investments, taxes, liquidity, risk management, and advisors work together toward the life you actually want.

In this episode, Dave Wolcott shares how Pantheon approaches the fractional family...


Sep 23, 2026

What’s the point of building extraordinary wealth if you don’t have the health, energy, and longevity to enjoy it?

In this episode, Dave Wolcott is joined by Dr. Gapin to explore why physical health should be treated with the same strategic thinking we apply to investing and wealth creation. Drawing from his own...


Sep 18, 2026

Artificial intelligence isn't simply changing how companies operate—it's forcing investors to rethink which industries could be disrupted, which businesses may become more efficient, and where future opportunities could emerge.

In this discussion, Dave Wolcott and his guests explore AI's growing impact across...