👋 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 freedom

When? 📆 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 freedom

Spots 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!

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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 Way

Disclaimer: 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.

👋 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 freedom

When? 📆 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 planning

This 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 freedom

Spots 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!

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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 Way

Disclaimer: 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.

👋 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 freedom

When? 📆 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 freedom

Spots 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!

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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 Way

Disclaimer: 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.

👋 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 freedom

When? 📆 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 freedom

Spots 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 Way

Disclaimer: 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.

👋 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 freedom

When? 📆 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 freedom

Spots 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 Way

Disclaimer: 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.

👋 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 freedom

When? 📆 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 future

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 freedom

Spots 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 Way

Disclaimer: 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.

👋 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 freedom

When? 📆 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 ROI

Episode 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 Freedom

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 freedom

Spots 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 Way

Disclaimer: 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.

👋 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 next

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 Way

Disclaimer: 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.

👋 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 freedom

When? 📆 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 today

Episode 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 Vision

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 freedom

Spots 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 Way

Disclaimer: 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.

Episode 107: Building Financial Flow: Inside the WealthOps Run Cycle

Discover 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 days

Actionable 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 building

Episode 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 you

Join 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.