Managing Tech Millions

Manage Your Millions; Define Your Legacy
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Managing Tech Millions

Real talks with tech pros, private equity insiders, and investing experts to help you turn equity comp into the foundation for lasting generational wealth. It’s not about just making money—it’s about building a legacy. Every episode is packed with strategies you can actually use to grow and protect your millions, straight from people who’ve done it. managingtechmillions.com

  1. 096: How to Architect Your Wealth - Build a Portfolio Like a Business

    -5 ДН.

    096: How to Architect Your Wealth - Build a Portfolio Like a Business

    Episode 96: How to Architect Your Wealth - Build a Portfolio Like a Business 🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/! In this episode of Managing Tech Millions, Christopher Nelson breaks down the Architect phase of wealth building—helping you structure your investment portfolio like a business. Building on last week’s conversation with Marco Quevedo, this episode explores how single-family offices worth billions create investment theses and how you can apply the same principles to your own financial strategy. Discover how to define your investment thesis, categorize your assets, and eliminate reactive investing. Whether you're a tech professional navigating newfound wealth or an experienced investor refining your approach, this episode provides a step-by-step blueprint for long-term financial success. Connect with Christopher https://www.linkedin.com/in/christophercnelson/ Highlights: Investment Thesis 101: Why every wealth builder needs a structured plan.The 4-Step Architecture Process: Creating a legacy statement, asset categorization, setting performance goals, and building a strategic asset allocation.Avoiding Common Investment Pitfalls: How to eliminate decision paralysis and stay focused.Christopher’s Personal Journey: Lessons learned from managing tech IPO wealth and transitioning from a W-2 job to full-time wealth management.Scaling Your Portfolio Like the Ultra-Wealthy: How billion-dollar family offices approach investing and risk management. Episode Timeline: [00:00:25] Why structuring your investments like a business is critical[00:03:50] What is an investment thesis and how does it guide decision-making?[00:09:15] Step 1: Creating a legacy statement to define your financial purpose[00:15:40] Step 2: Categorizing assets into growth, income, and capital preservation[00:22:05] Step 3: Setting performance goals and defining risk tolerance[00:28:30] Step 4: Asset allocation strategies that align with long-term objectives[00:35:15] How to avoid reactive investing and focus on strategic growth[00:41:50] Lessons from billion-dollar family offices: How the ultra-wealthy manage money[00:48:20] Next steps: Implementing your investment thesis and scaling your portfolio This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    27 мин.

  2. 25 ФЕВР.

    095: Crafting Your Investment Thesis with Single Family Office CIO - Marco Quevedo

    🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/! Host: Christopher Nelson Guest: Marco Quevedo In this episode of Managing Tech Millions, Christopher Nelson sits down with Marco Quevedo, a chief investment officer with extensive experience in managing high-net-worth portfolios. They dive deep into why having an investment thesis is crucial for long-term financial success. Many technology professionals who achieve significant wealth often chase investments rather than follow a structured approach. Marco shares how building an investment policy statement can provide clarity, discipline, and better returns over time. Discover how to align your investments with your financial goals, monitor your portfolio effectively, and make smart allocation decisions. Whether you're a solo investor or managing a family office, this episode provides actionable insights on how to make your money work for you. Highlights: Investment Thesis 101: Why every investor needs a structured approach.Aligning Investments with Goals: How to categorize investments based on capital appreciation, income, and risk.Portfolio Construction: Liquidity considerations, asset allocation, and time horizons.Risk Management: Avoiding common pitfalls and stress-testing investment opportunities.Monitoring Your Portfolio: Quarterly check-ins, tracking tools, and key performance indicators.Direct Investing vs. Funds: Understanding the trade-offs between owning assets and investing through sponsors.Lessons from the Best: How high-net-worth investors refine their strategies over time. Episode Timeline: [00:00:35] Why tech professionals struggle with investment discipline[00:04:12] What is an investment thesis and why does it matter?[00:08:30] Building a living, breathing investment policy statement[00:14:25] Setting investment goals and creating a structured approach[00:21:10] Managing risk: How to analyze opportunities and avoid bad deals[00:27:45] Monitoring investments and adjusting strategies over time[00:33:20] The role of liquidity, asset allocation, and diversification[00:39:55] How solo investors can leverage fund managers for smarter investing[00:46:30] Lessons learned: Why reviewing past investments is key to success This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    1 ч.
  3. 094: REWIND: Fueling Financial Independence - Inside my Portfolio Investment Strategy

    18 ФЕВР.

    094: REWIND: Fueling Financial Independence - Inside my Portfolio Investment Strategy

    Episode 94: REWIND Fueling Financial Independence: Inside my Portfolio Investment Strategy 🎧 Ready to transform your finances into a legacy wealth machine? Start today at http://www.managingtechmillions.com! In this episode of Managing Tech Millions, Christopher Nelson shares one of his most important financial strategies: the Evergreen Portfolio. Instead of simply managing money, this strategy is about building a financial engine that creates generational wealth. Technology employees often focus heavily on growth assets—stocks, stock compensation, and high-growth investments. However, true financial independence comes from a balanced approach that includes income-generating assets. Christopher reveals his 50-50 Portfolio Strategy, a powerful framework for balancing growth and income in a way that can sustain financial freedom for life. Connect with Christopher https://www.linkedin.com/in/christophercnelson/ Highlights: The Evergreen Portfolio Explained – Why your investments should be managed like a businessThe 50-50 Portfolio Strategy – Balancing growth assets (stocks, venture capital) with income assets (real estate, private equity)Why Public Markets Are Shrinking – And how private equity is becoming a key wealth-building toolMindset Shift – Stop thinking like an investor and start thinking like a financial CEOBuilding a Legacy – How to create a portfolio that supports your family for generations Episode Timeline: [00:01:10] What is an Evergreen Portfolio?[00:05:45] The mindset shift: Your portfolio is a business[00:12:30] Why the traditional 4% withdrawal rule doesn’t work[00:18:20] Breaking down the 50-50 Portfolio Strategy[00:25:40] How ultra-high-net-worth individuals invest differently[00:30:15] Public vs. private equity: Where real wealth is built[00:35:55] Managing risk and diversifying for long-term success[00:42:10] Why building wealth requires a network and a team[00:50:25] How to create an investment mission and strategy[01:00:40] Christopher’s final thoughts: Taking action today This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    1 ч. 4 мин.
  4. 093: REWIND: Case Study - From Money Maker to Money Manager with David Banks

    11 ФЕВР.

    093: REWIND: Case Study - From Money Maker to Money Manager with David Banks

    Episode 93: How David Banks Turned Tech Equity into Financial Freedom 🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/! Host: Christopher Nelson Guest: David Banks In this episode of Managing Tech Millions, Christopher Nelson sits down with David Banks to discuss his inspiring transition from tech sales to full-time investing. With experience from three IPOs (Interwoven, VMware, Splunk), David shares how he built Addison Financial and created a portfolio that generates consistent cash flow, offering listeners actionable insights into managing wealth beyond the tech world. Many tech professionals focus on equity compensation and salary-based earnings, but true financial freedom comes from strategic investing, risk management, and treating your portfolio like a business. Discover David’s strategies for building wealth, navigating private equity, and establishing long-term financial security. Connect with David Banks https://www.addisonfin.com/ https://www.linkedin.com/in/davidlbanks/ Highlights: The Power of Case Studies: How real-life examples build clarity, confidence, and commitment.David's Transition Story: From tech equity to financial freedom through strategic investing.Networking for Wealth: Leveraging professional networks for investment opportunities.Managing Money Like a Business: The benefits of structuring your investments with an LLC.Hard Money Lending Insights: David's experience with private loans and cash flow strategies.Risk Management: Understanding personal risk profiles and adapting investment strategies accordingly.Educational Resources: The importance of continual learning, forums, and mentorship in private equity.Portfolio Planning: How David and his wife set investment goals and track performance. Episode Timeline: [00:00:40] David Banks on the importance of continual learning and networking[00:03:21] Transitioning from tech sales to financial freedom[00:06:45] The beginnings of Addison Financial and hard money lending[00:12:07] Understanding cash flow investing and risk profiles[00:15:44] Treating your investment portfolio as a business[00:19:48] Building wealth through multifamily properties and private equity[00:24:52] The role of education, forums, and mentorship in investing[00:28:19] Lessons learned transitioning from W-2 income to passive investments[00:34:12] Navigating market cycles and future investment opportunities This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    36 мин.

  5. 4 ФЕВР.

    092: REWIND: The Power of Portfolio Income to Unlock Financial Freedom

    Episode 92: Unlock the Power of Portfolio Income in 2025 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/! In this episode of Managing Tech Millions, Christopher Nelson revisits one of the most impactful conversations from Episode 60: The Power of Portfolio Income to Unlock Financial Freedom. We dive deep into how portfolio income can be a game-changer for financial independence and wealth creation. Many professionals focus solely on salary-based earnings, but true financial freedom comes from building sustainable, diversified income streams. By structuring your portfolio like a business, you can create long-term wealth and reduce financial stress. This episode will provide insights into portfolio income strategies, asset diversification, and how to make your investments work for you. Connect with Christopher https://www.linkedin.com/in/christophercnelson/ Highlights: Portfolio Income as the Foundation for Financial Freedom – Why income-generating investments should be at the core of your wealth strategy.Diversification for Growth & Risk Management – How balancing traditional investments (stocks, bonds) with private equity (real estate syndications, debt funds) can optimize returns.Active Portfolio Management – Why consistently monitoring and adjusting your investments leads to greater success.Understanding Investment Options – From dividend stocks and REITs to private equity and high-yield savings, explore income-producing assets.The 50/50 Rule – Learn how allocating 50% of your portfolio to income-generating assets with a 10% target return can accelerate financial independence. Episode Timeline: [00:01:27] Portfolio income as a path to financial freedom[00:05:33] The power of portfolio income for wealth creation[00:09:30] Exploring income-generating assets[00:15:25] The role of options trading in portfolio management[00:19:40] Private equity real estate and its benefits[00:21:16] Why real estate investments matter[00:26:01] Private equity and alternative investment opportunities[00:29:22] How private equity provides a competitive edge[00:32:47] The potential of multifamily and mobile home park investments This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    42 мин.
  6. 091: REWIND: Cash Flow Portfolio Mastery - Crafting a $256k Per Year Strategy

    28 ЯНВ.

    091: REWIND: Cash Flow Portfolio Mastery - Crafting a $256k Per Year Strategy

    Episode 91: Rewind - How He Built $256k Cash Flow in His Portfolio Ready to explore the latest in tech careers and financial insights? Start your journey at http://www.managingtechmillions.com/! Host: Christopher Nelson Guest: Pascal Wagner, Founder of GrowyourCashflow.io In this episode of Managing Tech Millions, Christopher Nelson reconnects with Pascal Wagner, a seasoned entrepreneur and investor, to discuss the journey from building tech wealth to mastering cash flow through private equity and real estate investments. Pascal shares his personal story of transitioning from venture capital to creating diversified income streams, the lessons learned from sudden wealth, and the importance of building a clear investment thesis. Listeners will gain insights into the art of deal flow, selecting the right operators, and leveraging alternative investments to grow and secure wealth. In this episode, we talk about: Wealth is Built Through Concentration and Managed Through Diversification – Pascal explains how focusing on specific asset classes and later diversifying transformed his financial strategy.The Importance of Having an Investment Thesis – Understand how to align your financial goals with the right investment opportunities.Sudden Wealth Syndrome – Christopher and Pascal share personal experiences of managing large financial windfalls and the lessons they learned.The Power of Deal Flow – Learn why vetting operators and understanding their track records is essential for private investments.Leveraging Mentorship and Community – Discover how connecting with seasoned professionals can fast-track your financial growth. Episode Timeline [00:01:30] Introduction to Pascal Wagner and his journey[00:05:00] From tech millions to cash flow mastery[00:10:15] Understanding the importance of an investment thesis[00:15:00] How Pascal navigated sudden wealth syndrome[00:20:30] Building deal flow and selecting the right operators[00:25:00] Diversification: Why wealthy people focus on finding fund managers[00:30:00] Mentorship and its role in financial success Connect with Pascal Wagner:  http://growyourcashflow.io https://twitter.com/https://twitter.com/PascalWagner1 https://www.instagram.com/pascalwagner https://www.facebook.com/pascal.wagner1/ https://www.youtube.com/@pascalwagner https://www.linkedin.com/in/pascalwagner/ https://www.tiktok.com/@pascal.wagner This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    55 мин.

  7. 21 ЯНВ.

    090: Answering Your Biggest Questions About WealthOps

    Ready to take control of your financial future? Start your WealthOps journey today at https://www.managingtechmillions.com/! Ever wondered why WealthOps was created and how it can transform your approach to wealth management? In this episode, Christopher Nelson gets personal, sharing the experiences that led to the creation of WealthOps. From the anxiety of managing sudden IPO wealth to the frustration with traditional wealth managers, Christopher reveals how these challenges inspired a system designed to empower tech professionals to manage their wealth with precision and confidence. We discuss the mindset shift from being a money maker to becoming a money manager, why traditional wealth management falls short, and how to treat your portfolio like a business. Plus, Christopher shares the three biggest mistakes tech professionals make with sudden wealth and how to avoid them. Connect with Christopher https://www.linkedin.com/in/christophercnelson/ Highlights: Understand the personal journey that led to the creation of WealthOps.Learn why traditional wealth management models often fail tech professionals.Discover how to run your portfolio like a business for long-term success.Gain insights into the emotional challenges of managing sudden wealth.Uncover the three biggest mistakes tech professionals make with new wealth.Explore strategies for tax efficiency and diversification beyond stocks and bonds.Learn how the WealthOps framework helps you build a legacy of financial freedom. Episode Timeline:  00:00 - Introduction: Why I Created WealthOps 02:00 - The Emotional Impact of Sudden Wealth 05:30 - Disappointment with Traditional Wealth Management 08:45 - Building WealthOps: A Solution for Tech Professionals 12:15 - Treating Your Portfolio Like a Business 15:40 - The Three Biggest Mistakes Tech Professionals Make 19:00 - Actionable Steps to Take Control of Your Wealth 22:00 - The Orchard vs. Storehouse Mindset 25:30 - Family Involvement in Wealth Management 28:15 - How Group Coaching Amplifies WealthOps Impact 31:00 - Defining and Building Your Legacy 34:00 - Success Stories from the WealthOps Community37:00 - Closing and Call to Action This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    40 мин.

  8. 14 ЯНВ.

    089: Family Office Systems for Tech Professionals - WealthOps 101

    Episode 89: Family Office Systems for Tech Professionals - WealthOps 101 Ready to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/! Ever felt overwhelmed by managing wealth after a big windfall? In this episode, we dive deep into the origins of WealthOps—a wealth management system designed specifically for tech professionals. The creator shares their journey from IPO to creating a blueprint for managing wealth as a business. We’re talking about the challenges of sudden wealth, the emotional roller coaster after an IPO, and why treating your wealth like a business leads to lasting financial success. With a focus on systems, tax efficiency, and generational wealth, WealthOps helps you transition from simply making money to managing it wisely. Connect with Christopher https://www.linkedin.com/in/christophercnelson/ Highlights: Discover how the WealthOps system can help you build generational wealth.Learn why treating your wealth like a business leads to better financial decisions.Get practical strategies for dealing with sudden wealth and tax planning.Understand the emotional and psychological advantages of a wealth management blueprint.Learn how to structure your finances for long-term success and sustainability.Learn about the 8-Step WealthOps Framework: Plan, Assess, Divest, Invest, Monitor, Operate, Learn, and Optimize. This system helps tech pros take control of their portfolios with the same rigor they bring to their careers.Top 5 Problems WealthOps Solves Episode Timeline: 00:00 - Introduction to WealthOps01:10 - The Emotional Roller Coaster After the IPO04:10 - A Turning Point: Searching for the Right Wealth Management Solution07:00 - What is WealthOps?10:20 - Breaking Down the WealthOps Framework12:50 - Transformational Benefits of WealthOps15:20 - The Top 5 Problems WealthOps Solves18:30 - Closing and Call to Action This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    39 мин.
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Real talks with tech pros, private equity insiders, and investing experts to help you turn equity comp into the foundation for lasting generational wealth. It’s not about just making money—it’s about building a legacy. Every episode is packed with strategies you can actually use to grow and protect your millions, straight from people who’ve done it. managingtechmillions.com

Информация

  • Автор
    Manage Your Millions; Define Your Legacy
  • Годы выхода
    2022 - 2025
  • Выпуски
    97
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Christopher Nelson
  • Сайт подкаста
    Managing Tech Millions

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