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Wealth Strategy Secrets of the Ultra Wealthy Podcast

Private Equity Investing: Why Great Operators Create Outsized Value (With Scott Estill)

Oct 7, 2026

What really drives exceptional returns in private equity—the financial model, the asset itself, or the people responsible for executing the strategy?

In this episode, Dave Wolcott sits down with Scott Estill, Managing Partner at Lancor and adjunct professor at Columbia Business School, to explore how private equity is...


Oct 2, 2026

Most entrepreneurs are asking the wrong question about AI. Instead of constantly searching for the newest tool or latest feature, the bigger opportunity may be learning how to use AI to think better.

In this episode, Dave Wolcott sits down with Tom Lambotte of AI Simplifier to explore a more strategic approach...


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...