Managing Tech Millions

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 September 24th and 25th at 7pm to 9pm (Central US)Every year, headlines spark outrage when names like Donald Trump, Jeff Bezos, Elon Musk, Michael Bloomberg, and George Soros appear alongside one shocking number: $0 in federal income taxes.Most people assume this must be illegal, or at the very least, reserved for those with tens of billions of dollars. But here’s the truth: it’s 100% legal, and the real tragedy isn’t that billionaires pay too little—it’s that most high earners are paying way too much.After three IPOs and more than a decade studying wealth management, I’ve discovered that the strategies billionaires use aren’t out of reach. In fact, anyone with $1–30 million in net worth can start applying these techniques today to cut their tax bills by six figures every single year.In this post, I break down the four core strategies billionaires use to protect and grow their wealth:* The Buy, Borrow, Die Method – How Bezos avoids selling stock, sidesteps capital gains, and borrows at low rates while compounding his wealth.* Strategic Tax-Loss Harvesting – How Elon Musk offset millions in gains by strategically realizing losses, and how you can use the same approach with concentrated stock positions.* Real Estate Depreciation – Trump’s favorite tool, using paper losses from real estate to wipe out taxable income—even while properties grow in value.* Debt Structuring & Interest Deductions – How Bloomberg and Soros borrow to invest, deduct interest, and unlock preferential tax treatment on returns.Here’s the surprising part: you don’t need billions to use these strategies. Whether you have a $3M stock portfolio, a few rental properties, or a concentrated equity position from your tech career, these same principles apply.I’ll also share a real-world example from a tech executive client who was paying $400K annually in taxes before implementing these strategies. By restructuring his investments and tax planning, he cut his bill by $175K in the first year alone—and those savings compound year after year.The bottom line is this: these tax strategies are not loopholes. They’re intentional incentives built into the tax code to encourage investment, growth, and entrepreneurship. The only question is whether you’ll take advantage of them—or continue overpaying out of habit and misinformation.If you want to learn how to systematically implement these methods and manage your wealth like a business, I’ve created the WealthOps framework—a step-by-step system to build your own micro family office.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 September 24th and 25th at 7pm to 9pm (Central US)If your net worth is between $1M and $30M, chances are you’re stuck in the financial dead zone. You’ve outgrown basic financial advice, but you're still not being served by the exclusive strategies reserved for ultra-wealthy families.That’s exactly why I created the Wealth Ops Framework — a practical system that lets you operate like a full-scale family office, without needing $100M or a full-time staff.The structure is built around three simple phases:* Architect – Define your strategy through a clear legacy statement and investment thesis.* Build – Create a business structure for your portfolio, assemble fractional specialists, and set up an operational launch plan.* Run – Manage your wealth with a predictable rhythm, track results, and make smart decisions based on data.The focus is on cash flow generation, tax efficiency, and scalable growth. And it’s all done at a fraction of the cost of a traditional family office — with far more control.Once the system is in place, it takes just 8 to 12 hours per month to keep everything running smoothly. You step into the role of CEO of your wealth, making strategic decisions with clarity, metrics, and momentum.The result? More control, more efficiency, and true peace of mind. Your portfolio stops being a mystery and starts working for you — consistently and intentionally.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 August 27th and 28th at 7pm to 9pm (Central US)There are 70 million millionaires in the world — but only about 30,000 qualify for a single family office with a $100M minimum. That means 99.95% of millionaires are either stuck in the wrong wealth management system or don’t even realize there’s a better way.Most people think you need a huge fortune and a full-time team to manage wealth like the ultra-rich. But that’s just not true.A single family office gives full control and privacy, but the $2–$5M annual cost makes it impractical unless you're in the top 0.01%. On the other hand, multi-family offices offer shared resources, but you lose control, customization, and still pay high fees — often hundreds of thousands per year — for cookie-cutter strategies designed for groups, not individuals.That’s why the micro family office exists — and why it’s the best-kept secret for the 99% of millionaires with $1M to $30M in net worth.This lean, strategic model allows full control over wealth decisions while leveraging top-tier experts only when needed. No bloated payroll, no compromises, no “one-size-fits-all” plans. You become the CEO of your financial future, using battle-tested systems to manage everything from investments to tax planning to estate strategy — tailored entirely to your goals.I personally cut over $200,000 in annual wealth management costs by building my own micro family office. Instead of outsourcing control, I built a flexible and scalable framework that adapts to my life, grows with my wealth, and delivers real results — faster and with greater clarity.The truth is, most millionaires are still using wealth management models built for a world that no longer exists. Today, the best strategy is one that runs like a business: efficient, data-driven, and designed for your unique situation. You don’t need $100M to do it — just the right framework.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 August 27th and 28th at 7pm to 9pm (Central US)Despite building a $7M cash-flowing portfolio and going through three tech IPOs, none of it prepared me for the realization that I might be raising kids who would destroy it all.Living in Silicon Hills—Austin’s tech bubble—my three sons were growing up in luxury, worried more about iPad batteries than anything real. Like many high-earning parents, I thought I was doing enough: financial literacy apps, savings accounts, investment talks. But I realized I was actually creating entitled kids, not financially responsible ones.That’s when everything changed.Instead of taking a $15,000 vacation to Disneyland, my wife and I made a controversial choice: we flew our kids to Uganda. Not for fun. For service. That trip shattered their worldview—and mine.They met kids their age walking miles for clean water, missing school to help their families survive. For the first time, my boys saw that money isn’t just for spending—it’s a tool that can solve real problems and transform lives.That one decision led to a massive shift in how we parent, how we give, and how we build our legacy.I call it the Four Pillars of Wealth Responsibility:* Global Perspective – Regular exposure to how the rest of the world lives, works, and overcomes challenges.* Impact Investing Mindset – Treating giving like investing, with outcomes, metrics, and accountability.* Problem-Solving Development – Training kids to see challenges as opportunities to create solutions.* Intentional Legacy Building – Teaching that inheritance isn’t just money—it’s responsibility and mission.These shifts didn’t come from lectures or apps. They came from lived experiences—service trips, real conversations, and mindset changes. And the best part? You don’t need to fly overseas to start this journey.From local food banks to community projects, there are ways to help your kids break the entitlement cycle and see wealth as something to grow and share—not just consume.This approach not only transformed our family—it’s reshaping how I advise other high-net-worth families through WealthOps. When your kids start asking, “How much impact could this create?” instead of “How much does this cost?”, you know you're building a legacy that will last.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 August 27th and 28th at 7pm to 9pm (Central US)Eight years ago, I was stuck in a Manhattan office despite having millions in the bank. Today, I’m unemployed by choice because my portfolio—40% private equity—covers all my living expenses. But before you jump into private equity, you need to know the four benefits that convinced me to invest heavily… and the four costly mistakes that nearly wiped me out.In this video, I share how I turned IPO windfalls and real estate into consistent cash flow, why private equity can outperform public markets, and the risks that cost me $300,000. You’ll learn how to identify good deals, avoid common traps, and apply my Wealth Ops Framework to manage your investments like a CEO.If you want to escape the “accumulation trap,” generate real monthly income, and protect your wealth, this is the roadmap I wish I had when I started.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 August 27th and 28th at 7pm to 9pm (Central US)What if you could generate over $250,000 in annual income from a $3 million portfolio — without selling assets and paying less than $10,000 in taxes?That’s exactly what I’ve structured through the Evergreen Income Framework, designed for people who feel stuck in the middle: too wealthy for typical advisors, but not quite large enough for traditional family offices. If you’re sitting on $1 million to $30 million in assets, you’ve likely felt this gap.Most financial advice follows the outdated growth and drawdown model — work for decades, invest in index funds, then start selling pieces of your portfolio to fund retirement. The problem? You expose yourself to inflation, market volatility, and eventually asset depletion.Instead, I focus on asset operation, not accumulation. The Evergreen model targets income-producing investments:* Private equity real estate like commercial buildings, self-storage, and mobile home parks* Private credit offering monthly cash flow* Energy infrastructure with special tax advantagesThese assets generate strong cash-on-cash returns, typically in the 8–12% range. Combined with smart tax strategies — such as depreciation and depletion allowances — it’s possible to reduce your effective tax rate to as low as 3–5%.I also walk through risk management, diversification across geography and asset types, and maintaining liquidity buffers for both safety and opportunity. With a clear operational cadence, including quarterly income reviews and annual rebalancing, the goal is to create a system that generates predictable income and long-term wealth.This is exactly how ultra-wealthy families operate. The difference isn’t just the assets — it’s the system. They build family offices to manage investments, taxes, risk, and estate planning as one unified platform. But until now, those tools were only accessible to those with $50M+.That’s why I created the Micro Family Office framework — bringing the same structure to professionals managing between $1M and $30M.This includes:* Investment architecture to access private markets* A tax engine that integrates with your estate planning* Operational infrastructure for performance tracking and decision-making* A continuous improvement loop with quarterly reviews and market updatesIf you’ve built a career mastering complex systems, this approach makes sense: treat your wealth like a business, with reliable income, strong risk management, and a structure that can be passed on for generations.You’re not just creating a portfolio — you’re building a financial engine designed to grow, compound, and operate independently of public market swings.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)Most people spend their entire careers chasing higher salaries. I used to be one of them—until I realized I was playing the wrong game. Wealth isn’t built through salary alone. It’s built through equity.In this episode, I’ll share the wealth strategy no one talks about—but that transformed my life. Through smart use of equity compensation, I built a $6 million net worth, retired early, and created the freedom to truly live life on my terms.I break it all down with real-world examples. You’ll meet Sarah, who focused on maximizing her salary, and Jessica, who played the equity game. Even though Jessica earned less in salary, she ended up nearly $1 million ahead—because she understood how stock grants and equity refreshes compound over time.This isn’t just for tech executives or startup founders. Whether you're an engineer, a product manager, or anyone with access to stock-based compensation, this could be your most powerful wealth-building tool.So if you’ve ever asked yourself, “How do people actually get rich without starting a company?”—this is the video for you. I’ll walk you through how equity works, how to negotiate for it, and why it might be more valuable than your paycheck.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)Did you know that you might already qualify as an accredited investor—but no one ever told you what that actually means or how to take advantage of it?I used to think that growing wealth meant sticking to index funds and stock options. But once I discovered how Rule 506(b) and Rule 506(c) work, it unlocked a completely different financial world. A world filled with exclusive investment opportunities—private equity, hedge funds, commercial real estate syndications, and high-yield alternative assets—that most people never get to see.In this walkthrough, I break down the key differences between 506(b) and 506(c). I explain how each rule affects your access to unregistered securities, what kind of documentation is required, and how to verify your status with minimal friction—whether through tax returns or a simple letter from your CPA or attorney.Being accredited isn’t just a legal status. It’s a gateway to strategic wealth building. I learned this firsthand after an IPO left most of my net worth tied to one volatile stock. I started diversifying into private investments that generated consistent, tax-advantaged income—independent of the stock market’s daily swings.But access alone doesn’t guarantee results. That’s why I also share the risks: limited liquidity, less regulation, and the importance of having a clear allocation strategy. I talk about what separates successful accredited investors from those who just have access. Hint: it’s not complexity—it’s clarity, structure, and education.I also go a step further and explore the next level: becoming a qualified purchaser with $5 million+ in investable assets, and how that changes the game entirely. This knowledge helped me design my micro family office, plan for the next 10 years, and shift from just making money to actually managing and growing it.If you're a high-earning tech professional or entrepreneur, this is exactly the kind of financial architecture you need to build. Because accredited investing is just one piece of a much bigger strategy—one that treats your portfolio like a business and puts your wealth to work.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)Most people talk about passive income like it's a magic solution: do something once, and money just keeps rolling in. But the reality is a lot more complex — especially when it comes to how different types of income are taxed.What many don't realize is that there’s a huge difference between portfolio income (like dividends or capital gains) and what the IRS truly considers passive income (like rental income). Misunderstanding these terms can lead to overpaying taxes — sometimes by tens of thousands of dollars.In this breakdown, I walk through how the IRS classifies income, what truly counts as passive, and why some “passive income” strategies are actually active businesses in disguise — and taxed accordingly. That course that teaches you to build a digital product and call it passive? It might actually be a high-tax hustle if you’re not careful.I also share some practical insights on how to build income streams that are not only sustainable but also tax-efficient. Whether you’re looking at rental properties, investments, digital products, or royalties, understanding how income is taxed is just as important as generating it.By the end, you'll have a clear understanding of:* What truly counts as passive income* How portfolio income is taxed differently* How to avoid common mistakes in income classification* Legal strategies to reduce your tax burden with smarter planningThis is the kind of foundational knowledge that can transform how you approach financial freedom — not just how you earn, but how much you actually get to keep.* What’s the difference between passive income and portfolio income?Passive income includes rentals and royalties; portfolio income includes dividends and capital gains.* Is selling a course or digital product considered passive?Usually not. If you maintain it, provide support, or keep marketing, it’s considered active income.* How can I lower taxes on my income?By structuring your income properly and knowing how the IRS classifies each type.* Are rental properties always passive income?Often yes, but it depends on how involved you are — active management can change the classification.* Why does income classification matter for taxes?Different types are taxed at different rates. Misclassification could lead to a higher tax bill.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)If you're looking for a way to replace your paycheck—whether it's $150K or $200K a year—with consistent income from investments, you're in the right place. I want to share how I personally made that transition using private equity real estate. This isn't just theory—I've replaced my W-2 income with $175,000 annually, and it's all thanks to this strategy.Private equity real estate has long been the go-to strategy for the ultra-wealthy. It's not only a powerful income generator, but it's also a smart way to reduce taxes and build long-lasting, generational wealth. I want to break down why this approach works so well and how you can start applying it yourself—even if you're just beginning.The truth is, many traditional income investments simply don’t work for high earners. Bonds, savings accounts, and even dividend-paying stocks can fall short. Yields are typically low, and worse, the income is taxed at ordinary rates. That’s why it’s time to look at what really works: private equity real estate.What makes it different? First, it offers strong, recurring cash flow. Second, there are powerful tax advantages—depreciation, cost segregation, and other strategies can significantly reduce your taxable income. Third, it's a tangible asset that builds equity over time. And perhaps most importantly, it's scalable. Whether you're aiming for a few thousand a month or a full income replacement, private equity real estate can grow with your goals.Through this conversation, I’ll show you why I—and many others—believe this is the best income engine for financial independence. You’ll get insights into what to look for in an investment, the typical returns you can expect, and how to manage risk in this asset class. I’ll also discuss what makes a good operator, the difference between active and passive investing, and how to start building your portfolio today.The journey to financial freedom starts with knowledge and action. I’m here to share the lessons I’ve learned so that you can take your own steps with clarity and confidence. Whether you're a tech professional, a business owner, or simply someone seeking better ways to grow and protect your wealth, private equity real estate might be the key you've been missing.* What is private equity real estate?It's investing in income-producing properties through private deals, often outside the public markets.* How much do I need to start?Entry points vary, but many funds or syndications start around $50,000.* What are the risks?Market conditions, operator performance, and deal structure are key risks—but these can be managed with due diligence.* Is this only for accredited investors?Many opportunities are, but there are also options for non-accredited investors if you know where to look.* How does it compare to stocks or bonds?Private equity real estate typically offers higher cash flow, lower volatility, and unique tax benefits compared to traditional investments.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)Have you ever wondered how the ultra-wealthy consistently earn 15% to 25% returns while most investors settle for just 7% to 10% from stocks and index funds? This content dives deep into private equity investing—what it is, how it works, and why it's become a powerful tool for building wealth that many high-earning professionals still overlook.You’ll get a clear explanation of what makes private equity such an attractive asset class, how it compares to traditional investments, and the risks and rewards involved. If you’ve ever felt like there’s a hidden side to how the top 1% grow their money, this breakdown will open your eyes.With straightforward examples and insights, you’ll gain the confidence to evaluate if private equity fits into your long-term investment strategy. This is about discovering options beyond the usual stock market path—opportunities that can offer significantly higher returns if approached wisely.By the end, you’ll understand how private equity can potentially enhance your portfolio—even if you’re not ultra-rich—and why it might be the missing piece in your financial growth plan.* What is private equity investing?It’s investing directly in private companies, often through funds, with the goal of high long-term returns.* Is private equity only for the ultra-rich?While traditionally limited to wealthy investors, there are now more accessible options for accredited investors.* What are the risks of private equity?Lack of liquidity, longer holding periods, and the possibility of company underperformance.* How do private equity returns compare to stocks?Historically, they’ve outperformed public markets but with higher risk and less liquidity.* Can tech professionals invest in private equity?Yes, and many are starting to use it as a way to diversify and grow their portfolios more aggressively.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)What if I told you that your current portfolio strategy could be costing you up to $135,000 per year? That’s right. In episode, I’ll show you how you can turn a $3 million portfolio into a steady income of $240,000 a year, pay as little as $5,000 to $10,000 in taxes, and never sell a single asset.If you have high income, stock-based compensation, or you’re someone seriously looking to build financial freedom, not just for retirement but for life, this video is exactly what you need. I’m breaking down how to stop relying on a growth-and-drawdown strategy, which forces you to sell assets and face higher taxes, and instead shift toward an approach that focuses on generating passive income sustainably.I’ll walk you through how I personally built my own micro family office, allowing me to enjoy security, liquidity, and true independence. You’ll learn how to structure your portfolio to create consistent cash flow, minimize taxes legally, and preserve wealth for the long term.If you’re ready to transform your financial strategy, reduce tax burdens, and move towards real financial independence, stick with me to the end. I’m going to show you exactly how to make this happen.* What is an income-focused portfolio strategy?👉 It’s an investment approach designed to generate consistent passive income without selling assets.* How can I pay less tax on my investments?👉 By using tax-efficient assets and structures like real estate, qualified dividends, and specific funds.* Why should I avoid the growth and drawdown strategy?👉 Because it forces you to sell assets regularly, which triggers taxes and exposes you to market downturn risks.* What is a micro family office?👉 It’s a private wealth management structure designed to protect, grow, and generate income for a family.* How do I start building passive income?👉 Focus on selecting the right assets that produce reliable cash flow, such as real estate, dividend-paying stocks, and structured investments.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)What if your next job offer wasn’t just about a bigger paycheck but a life-changing wealth opportunity? In this episode, I’ll share how I built a $6 million net worth—not by launching a startup, not by investing in crypto, but by mastering one powerful strategy: trading time and talent for equity compensation.I’ll walk you through how I shifted from thinking like a regular employee to thinking like a founder, even while working in tech companies. This mindset shift changed everything. I explain why equity—not salary—is the most valuable asset for anyone in tech and how you can leverage it to build long-term wealth.We’ll cover the different types of equity, how to negotiate it, and how to choose the right companies that offer meaningful equity opportunities. I also talk about how this approach allowed me to retire early, travel the world, and spend more time with my family—all while staying in the tech industry.If you work in tech or are considering a job offer that includes equity, this episode might be the most valuable lesson you’ll hear this year.* The mindset shift from salary-focused to equity-focused* How I turned equity into a $6M net worth* The types of equity compensation you should know (RSUs, stock options, etc.)* How to evaluate and negotiate tech job offers with equity* Why thinking like a founder—even as an employee—can change your financial futureJoin me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)A few years ago, I was stuck in what I now call the "$1M Tech Salary Trap." I was climbing the ladder, chasing promotions, stock options, and high-paying roles—but I was also burned out, missing time with my family, and losing control over my life. In this video, I’m sharing how I broke free from that cycle.Last summer, I spent six amazing weeks in Europe with my family — no Zoom calls, no emergencies, no distractions. That experience wasn’t just a vacation; it was proof that I had successfully transitioned from being a scattered moneymaker to becoming a strategic money manager. I stopped chasing titles and started building something bigger: a micro family office that gives me freedom, control, and purpose.This episode is part of my Foundation Series, where I guide you step-by-step through how to build and run your own micro family office. I walk you through the exact mindset shifts, lessons, and strategies that took me from corporate hamster wheel to true time ownership. I dive into how I built a business around my wealth, instead of just trying to earn more. I explain the transition from income-focused thinking to legacy-focused planning. And I talk openly about the burnout, the mistakes, and the freedom that comes on the other side of all of it.Whether you’re just starting to question the tech grind or you're actively seeking a smarter way to manage your money and time, I hope my story can offer clarity and inspiration. Let’s talk about how to build wealth that actually serves your life.* The reality of hitting a $1M salary in tech—and why it wasn't enough* My breaking point: chasing equity without purpose* The shift from “income earner” to “wealth manager”* What a micro family office actually looks like* How to reclaim your time while still growing your wealth* Common myths about financial freedom in tech* Why owning your time is the ultimate ROIEpisode Timeline:* [00:00] - The Breaking Point* [05:17] - Clarity About What Matters * [10:19] - Escaping the Corporate Trap * [15:21] - Finding the Real On-Ramp * [20:37] - Choosing to See the Truth * [25:43] - From Wealth to Alignment * [30:52] - Designing a Life with FreedomJoin me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Listen now on YouTube, Spotify or Apple Music.For years, I chased the dream that everyone told me would bring happiness—big title, high salary, working at the top of my industry in New York City. In 2016, I had it all: I was the Chief Information Officer, working on Madison Avenue, climbing toward an IPO with equity and prestige. But deep down, it felt like hell.I remember the breaking point clearly—another phone call to my wife, telling her I wouldn’t make it home for dinner. Again. I had three young kids at home, a beautiful family I barely saw, and despite all the money and success, I felt exhausted, frustrated, and empty.This video is the start of my journey to build something radically different: a life I didn’t need a vacation from.I dive into the painful realization that chasing traditional success was costing me everything that really mattered. I share how I began to redesign my life, step by step—rethinking what work meant, redefining success on my own terms, and learning to prioritize freedom, presence, and purpose over status.This isn’t a get-rich-quick story. It’s about alignment. It’s about creating a sustainable lifestyle where your values match your calendar. In this episode, I open up honestly about what pushed me to make a change and the early steps I took to get out of the rat race.If you've ever felt stuck in a career that looks good on paper but drains you daily, this story is for you. I hope it inspires you to ask better questions and start building a version of success that actually feels like your own.* Discover why chasing titles and high salaries doesn't guarantee happiness—and what actually does.* Learn how redefining success can help you align your life with your true values and priorities.* Get mindset shifts to help you start living intentionally.* See how small, courageous steps can lead to a more fulfilling, balanced, and sustainable life.* Learn why building a life you don’t need to escape from is not only possible—but necessary.⏱️ Timestamps * [00:00] Introduction to building a life without needing a vacation * [02:30] Living the corporate dream—but feeling empty * [05:15] The family sacrifices and emotional cost * [08:00] The moment I knew something had to change * [10:45] Redefining success and starting over * [13:20] Learning to live with intention * [15:40] Lessons from stepping away from the rat race * [18:30] First steps toward a freedom-based lifestyle * [21:00] Key takeaways and what’s coming nextIf you like the podcast, support us by letting us know what you think (one click); please do that now!PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Listen now on YouTube, Spotify or Apple Music.Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomWhen? 📆 May 28 and 29th at 7pm to 9pm (Central US)I’m going to break down how you, as a tech executive, already have what it takes to be the CEO of your own micro family office. I’ll walk you through the six traits you already possess that will make you successful in this role.I didn’t wake up one day saying, “I’m going to start a micro family office.”What really happened was — after an IPO —I suddenly found myself a multimillionaire on paper, and completely lost when it came to managing that wealth. I had no systems, no processes, and no real strategy in place. Then it hit me: I spend my days in tech startups setting vision, building teams, solving complex problems, and hitting big goals... so why wasn’t I doing that for my most valuable asset— my portfolio?That realization sparked the birth of my micro family office. I saw that I could transfer my skills as a tech executive into managing my own wealth—and the results have been incredible. Since August 2022, I’ve been the CEO of my micro family office. That’s my full-time job now. And honestly? It’s the best job I’ve ever had. It’s generational, it’s impactful, and it’s unlocked a new level of lifestyle freedom.This episode is part of the Foundation Series, where we’re building the base knowledge you need to confidently step into wealth management—talking about micro family offices, evergreen portfolios, private equity income, and so much more.If you’re ready to take what you know from the tech world and apply it to managing your financial future, this episode is for you. Let’s dig in.Subscribe Now 👇 * Why traditional wealth management often fails tech professionals* How to use your exec skills to manage personal capital* What defines a micro family office vs. other wealth structures* The four pillars of a successful micro family office* How to build legacy while designing the lifestyle you want todayEpisode Timeline:* 00:00 – Wake-Up Call to Wealth Ownership * 04:01 – Becoming a Portfolio CEO * 08:03 – Creating a Platform for Wealth Strategy * 12:06 – Tech Founders Without Systems * 16:01 – Running Wealth Like a Business * 20:03 – Hitting the $175M Milestone * 24:03 – Monthly Metrics and Optimization * 28:01 – Fast Learning From Mentors * 32:02 – Tax Efficiency & Smart Deductions * 36:03 – Legacy and Long-Term VisionJoin me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.👉 In just two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 107: Building Financial Flow: Inside the WealthOps Run CycleDiscover how to turn your financial overwhelm into calm, confident action using the Run Cycle—the operating rhythm of a high-functioning Micro Family Office with our Free Master Class - The WealthOps Way!🎧 If you're drowning in spreadsheets, unsure what to do next, or struggling to get your money to work for you, this episode will change the game. In Episode 107 of Managing Tech Millions, Christopher Nelson breaks down the Run Cycle of WealthOps—the secret to building flow into your financial life.This is where wealth management becomes a system, not a series of random tasks. If you're a tech professional, this episode shows you how to step fully into the role of CEO of your wealth—with rhythm, repeatability, and results.Highlights:* Flow-Based Finance: How to shift from decision fatigue to confident momentum* The WealthOps Run Cycle: Daily, weekly, monthly, and quarterly cadences that drive clarity* Dual Loops of WealthOps: Managing both wealth and operations like a founder-operator* Team Accountability: Why you must lead your tax, legal, and advisor team like a product team* Succession Begins Now: How to plant seeds of legacy at the dinner table* Case Study: The 30-minute Friday habit that created massive leverage over 90 daysActionable Insights:* How to implement a “quarterly reset” to recalibrate and accelerate your wealth plan* What to delegate, what to automate, and what to personally own* How to set “definition of done” for every financial task and partner deliverable* Tools and rhythms for managing your wealth like a business (without getting overwhelmed)* How to move from reactive wealth management to proactive legacy buildingEpisode Timeline:* [00:00:00] Introduction: Millions earned—but now what?* [00:01:30] Why WealthOps removes friction and brings clarity* [00:04:30] What the Run Cycle is and how it works* [00:06:30] Flow state explained: decision clarity, clear deliverables, and system checkpoints* [00:08:30] Daily, weekly, monthly, quarterly cadence breakdown* [00:16:00] Case Study: The power of a simple 30-minute weekly ritual* [00:19:00] How to manage your advisor team like a high-performance org* [00:25:00] Succession Strategy: Building your dinner table legacy* [00:28:00] Final thoughts: If you don’t manage your wealth, it will manage youJoin me for this fourth episode in the Foundations Series—and learn how the Run Cycle unlocks structure, accountability, and real peace of mind in your financial life. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 106: WealthOps the Accelerator to Building Your Micro Family OfficeDiscover how to design your wealth like a product, implement it like a startup, and build a scalable Micro Family Office in just 12 weeks with our Free Master Class - The WealthOps Way!🎧 If your financial life feels more like a patchwork of spreadsheets than a cohesive system, this episode is for you. In Episode 106 of Managing Tech Millions, Christopher Nelson walks you through the Architect and Build phases of WealthOps—the two most critical steps in building a Micro Family Office that runs like a business.This is the practical, no-fluff foundation every tech professional needs. Stop guessing and start structuring your wealth with purpose, precision, and power.Whether you’re managing $1M or $30M, these two phases will show you how to transform chaos into clarity—and create a machine that runs your money, not the other way around.Highlights:* The Architect Phase: Why you must define your vision before deploying capital* The Build Phase: How to structure your entity, team, and tools for maximum efficiency* Legacy-Driven Design: Crafting an investment thesis that reflects your values and goals* Team Strategy: Why your tax advisor may be your weakest link—and how to fix it* Execution at Startup Speed: How to complete this transformation in just 12 weeksActionable Insights:* The three documents that serve as the cornerstone of your wealth system* How to set up an LLC or holding company that supports scale and asset protection* How to audit and upgrade your financial team using tech-style performance metrics* Tools, checklists, and workflows for running your wealth like an executive MBA* The mindset shift from DIY dabbler to wealth CEOEpisode Timeline:* [00:00:00] Introduction: Wealth is growing—but your system is broken* [00:02:30] Architect Phase: Why clarity comes before capital* [00:06:30] Crafting a Legacy Statement and Investment Thesis* [00:10:00] Story: The $3M Portfolio with No Purpose* [00:13:00] Build Phase: From entity formation to operations* [00:17:30] Building Your Team: Hiring for performance, not convenience* [00:22:00] Avoiding the 3 Wealth Personas: Burners, Freezers, and Dabblers* [00:26:00] Final Thoughts: Systemize your wealth and scale without burnoutJoin me for this third episode in the Foundations Series—and learn how the Architect & Build phases unlock the structure, clarity, and speed you need to confidently scale your wealth while working full-time. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 105: 5 Advantages of Starting Your Own Micro Family OfficeDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 If you’ve built $1M–$30M in tech wealth, you’re likely stuck in a financial gray zone: too complex for a single advisor, but not quite ready for a $100M family office. In this essential episode, Christopher Nelson breaks down the five key advantages of a Micro Family Office—and why it’s the most strategic move you can make.Stop reacting to market noise and scattered advice. Start building a financial system that runs with purpose, clarity, and control.This episode will show you how to move beyond traditional wealth management and take command as the CEO of your financial life.Highlights:* Control and Coordination: Why owning your financial architecture changes everything* Strategic Planning: How a Micro Family Office creates space for long-term thinking* Tax Efficiency: Smarter structures for smarter outcomes* Customization: Building your wealth operation around your goals, not Wall Street’sLegacy and Impact: How the right system empowers you to give, grow, and govern with purposeActionable Insights:* How a Family Office mindset creates clarity in decision-making* Ways to align your financial team and advisors around your vision* Why most high-earning professionals are under-leveraged financially—and how to fix it* A system for simplifying complexity and reclaiming time and energy* The role of tech tools in automating your wealth operationsEpisode Timeline:* [00:00:00] Introduction: Why the Micro Family Office model is the missing link for tech wealth* [00:02:15] The Hidden Chaos of Scattered Advice and DIY Management* [00:06:30] Advantage #1: Centralized Control = Empowered Decision Making* [00:11:10] Advantage #2: Integrated Strategy for Real Growth* [00:16:45] Advantage #3: Tax Optimization Through Better Structures* [00:23:00] Advantage #4: A Tailored System that Grows with You* [00:29:40] Advantage #5: Built-In Legacy Planning for Generational Impact* [00:35:00] How to Know if You’re Ready for a Micro Family Office* [00:42:00] Final Thoughts: Step Into the CEO Role and Lead with ConfidenceJoin me for this second episode in the Foundations Series—and learn how the Micro Family Office model unlocks the freedom, clarity, and confidence you’ve been searching for. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 104: The Micro Family Office Strategy to Run Your Portfolio as a BusinessDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 If you’ve built $1M–$30M in tech wealth, you’ve outgrown traditional financial advice. In this critical episode, Christopher Nelson introduces the Micro Family Office model: a proven, scalable system to run your wealth like a business.Learn how the ultra-wealthy structure their financial operations—and how you can adopt a similar model (even without $100M in assets). This is your blueprint to transition from scattered accounts and reactive investing to a focused, purpose-driven financial enterprise. If you're serious about scaling, protecting, and eventually passing on your wealth, this episode is your next step forward.Join us for a deep dive into the Micro Family Office model and discover how you can be the CEO of your wealth—not just another passive investor.Highlights:What a Family Office Actually Is (and why it’s not just for billionaires)The 3 Levels of Family Offices: Single, Multi, and Micro—and why most tech professionals fit the Micro modelWhy Wealth Managers Fail High Earners: The “Service Desert” no one tells you aboutThe WealthOps Framework: How to systematize your financial operations for growth and freedomOwning the CEO Role: How to build your team, set your strategy, and manage your wealth intentionallyActionable Insights:How to define your family's wealth mission and legacyThe simple business model to manage $1M–$30M in assets without full-time staffWhy Wealth Managers may not have your best interest at heart—and how to build your own team of specialistsHow to structure your investments, philanthropy, and legacy planning for maximum impactHow to leverage technology to scale your family office operations efficientlyEpisode Timeline:[00:00:00] Introduction: Why you need a Micro Family Office if you have $1M–$30M[00:01:22] The Origins of Family Offices—and why they still matter[00:04:00] Understanding Single, Multi, and Micro Family Offices[00:07:00] Why Wealth Managers Don’t Fit Tech Millionaires[00:10:54] What is a Micro Family Office—and why it bridges the gap[00:17:00] How to Run Your Wealth Like a Business[00:24:00] Core Functions of a Micro Family Office: Wealth Management, Business Ops, Governance, and Lifestyle Design[00:35:00] Is Building a Micro Family Office Right for You?[00:47:00] Final Thoughts: Take Control, Build Legacy, Unlock FreedomJoin me for this second episode in the Foundations Series—and take the first step toward building a financial enterprise that reflects your values, your mission, and your future legacy. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com