👋 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? 📆 October 22nd and 23rd at 7pm to 9pm (Central US)

After growing my portfolio to over $8 million while living off the cash flow, I’m here to share the real truth about investing—and why the advice to “trust your gut” and “do more research” is actually holding you back from success.

In this video, I’ll debunk the biggest investment myths that keep high earners stuck in a cycle of bad decisions. You’ll learn why trusting your instincts can lead to major losses, and why doing endless research doesn’t always bring better results.

I’ll also introduce the decision-making framework that ultra-wealthy family offices use to make smart, emotion-free investment choices. This includes two key documents—the Legacy Statement and the Investment Thesis—that guide every investment decision. Once you have these, your decisions will be clear and confident.

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? 📆 October 22nd and 23rd at 7pm to 9pm (Central US)

A few years ago, I stood at a crossroads with my portfolio.

Option one: do what most people do—dump it all into index funds and ETFs, hope the market performs, and wait 30 years.

Option two: deploy capital like the wealthy do—across multiple asset classes, focused on income, with strategic allocations that actually pay you now.

I chose option two.

While still working in tech, I built an income-focused portfolio with $530,000 across 9 investments, and it generated $57,000 in annual income. That portfolio became the foundation for what now brings in over $200,000/year in passive income.

But here’s the real value of this video—I’m not just showing you what I did. I’m breaking down what I’d do differently today if I were starting over with the same $500K.

This isn’t theory. These are hard-earned lessons from millions deployed, simplified into a refined framework that anyone can follow—without needing to be a real estate expert, financial advisor, or full-time investor.

In this video, I walk through:

* What I originally invested in (with numbers)

* What worked, what didn’t, and why

* The 5-part framework I’d follow today to generate more income with less stress

* How I went from complexity to a scalable, boring machine that prints income

If you’re sitting on $500,000 or more and want to build a portfolio that pays you to live—not 30 years from now, but today—this video will walk you through the exact strategy I’d use.

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? 📆 October 22nd and 23rd at 7pm to 9pm (Central US)

In 2012, I watched my net worth jump by $3 million in just minutes after my company went public. I should’ve been celebrating—but instead, I was overwhelmed. What was I supposed to do with this money? I assumed the experts at Morgan Stanley would help me figure it out. But the advice they gave me was the same cookie-cutter portfolio they hand to someone with $100K in a 401K. That’s when I realized something was seriously broken.

This week I’m going to walk you through the exact 3-phase blueprint I used to escape the Financial Dead Zone and scale my portfolio to over $8 million—while generating over $200,000 a year in passive income and covering all my family’s living expenses.

This isn’t about risky bets or timing the market. It’s about taking the systems and strategies of the ultra-wealthy and scaling them down to fit your level of assets.

Here’s what we’ll cover:

* Why traditional advisors can’t help you scale from $1M to $10M+

* The real cost of staying in the Financial Dead Zone

* The 3 phases of building your own Micro Family Office: Architect, Build, Run

* How to create a custom Investment Thesis aligned with your goals

* Why proper infrastructure and a fractional expert team changes everything

* How to implement systems and processes that treat your wealth like a business

I’ll also show you how this system made my life simpler, not more complicated—removing the stress and emotion from money decisions, and replacing it with clarity, control, and predictable growth.

Whether you’re aiming for financial freedom, generational transfer, or lifestyle flexibility—this is the strategy that works.

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? 📆 October 22nd and 23rd at 7pm to 9pm (Central US)

Becoming a millionaire overnight doesn’t mean you automatically know how to manage wealth. In this video, I break down the 4 biggest mistakes new millionaires make—and how to avoid them.

After my IPO at Splunk, I realized the financial industry wasn’t built for people with $1M–$30M net worth. Instead of cookie-cutter advice like “60/40 portfolios” and “withdraw 4%,” I learned the hard way that the wrong moves can cost you millions.

Here’s what you’ll discover:

* Why buying liabilities like houses and cars too early destroys long-term wealth

* How “knee-jerk investing” leads to massive portfolio risk

* Why tax strategy must come before financial advice

* The danger of listening to advisors who’ve never built wealth themselves

If you’ve built wealth through equity compensation, a business exit, or years of saving and investing, this guide will help you protect it, grow it, and manage it like a business.

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? 📆 September 24th and 25th at 7pm to 9pm (Central US)

If you've built a seven — or even eight-figure net worth but still find yourself approaching wealth with a middle-class mindset, you're not alone — and it’s costing you.

I’ve worked with countless high earners who’ve mastered complexity in their careers, yet when it comes to managing their personal wealth, they unknowingly fall back on outdated strategies designed for $50k incomes. This mindset trap often leads to massive opportunity loss, increased risk, and delayed financial freedom.

Here’s the harsh truth: you can't build generational wealth using accumulation strategies built for retirement consumption. That “buy and hold forever” mentality, the obsession with minimizing fees, or blindly sticking with 60/40 portfolios—these are small-money strategies being misapplied to big-money problems.

In this content, I break down the key differences between a middle-class money mindset and wealth-building thinking: how to allocate assets, reduce taxes, generate passive income, and 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 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? 📆 September 24th and 25th at 7pm to 9pm (Central US)

Most people don’t realize this, but the same wealth strategy that helps you build your first $100K is exactly what holds you back at $1M. And once you hit $5M? That strategy can actually become a risk.

In this episode, you'll learn why your financial approach must evolve as your net worth grows—and how staying in your comfort zone could be costing you millions.

We break down the key mindset and strategy shifts that should happen at three major milestones: $100K, $1 million, and $5 million. If you’re using the same tactics at every stage, you’re likely plateauing without even realizing it.

Here’s what you’ll discover:

* Why the Foundation Phase isn’t just about saving and budgeting—it’s about building the habits of a wealth CEO

* What changes once you hit $1M and become an accredited investor

* How to run your wealth like a business once you pass the $5M mark

* The most common (and costly) mistakes people make at each phase

This isn’t financial theory or Wall Street jargon. It’s a practical roadmap to upgrade your systems, your thinking, and your execution—so your money actually works for you.

Once you understand what’s needed at each level, you’ll never look at wealth building the same way again.

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? 📆 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 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? 📆 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 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? 📆 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 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? 📆 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 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.