Pascal Wagner interviews Christopher Nelson about how accredited investors can position their portfolios for 2026 while balancing income, growth, and capital preservation. They unpack the realities of living off portfolio income, including rising healthcare costs, taxes, and the importance of clean financial reporting across entities. Pascal shares how his family’s annual expenses increased significantly once depreciation benefits tapered off, prompting a strategic review of asset allocation and liquidity needs

Christopher explains how he runs his micro family office like a business, using a structured “evergreen” framework that assigns every dollar a job: growth, income, or capital preservation . He outlines his income pyramid approach, blending qualified dividend ETFs, covered call ETFs, private credit, and real estate to create more resilient cash flow. The conversation also explores position sizing, treasury strategies, gold versus silver, international diversification, and the importance of a personal board of advisors when making large allocation decisions.

Christopher Nelson
Current role: Founder, WealthOps
Based in: Austin, Texas
Say hi to them at: https://wealthops.live | https://www.youtube.com/@managingtechmillions | https://www.linkedin.com/in/christopher-nelson-wealthops/

Book your free demo today at bill.com/bestever and get a $100 Amazon gift card.

Visit ⁠www.tribevestisc.com⁠ for more info.

Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER 

Join the Best Ever Community

 The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.

 Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow.

Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠

Podcast production done by⁠ ⁠Outlier Audio⁠

Learn more about your ad choices. Visit megaphone.fm/adchoices