Managing Tech Millions

Manage Your Millions; Define Your Legacy
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Real conversations with tech pros, private equity insiders, and investing experts to help you turn equity comp into generational wealth—and guide your transformation from money maker to money manager. managingtechmillions.com

  1. 1D AGO

    138: 3 BIG changes I'm making to my $8M portfolio in 2026

    👋 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 one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 January 7th at 7pm to 9pm (Central US) Managing an eight-figure portfolio isn’t about chasing the highest returns — it’s about making deliberate, CEO-level decisions that reduce risk, increase liquidity, and ensure your wealth can compound through every market cycle. In this episode, the focus is on the biggest changes being made to an $8M portfolio heading into 2026, including which investments are being exited, where capital is being redeployed, and the annual decision-making framework that drives those moves with clarity and confidence. For many high earners, early success comes with mistakes: overconcentration in company stock, chasing hot deals, reacting emotionally to market noise, and operating without real systems. The shift happens when wealth stops being treated like a side project and starts being run like a business. That’s where the Annual Portfolio CEO Review comes in — a structured process that looks at three critical areas every year: portfolio strategy, operational efficiency, and succession planning. Every decision flows through a clearly defined Investment Thesis, acting as a north star for what the portfolio is optimizing for and how success is measured. Looking ahead to 2026, the priorities are clear: reduce risk, increase liquidity, and diversify income streams. That means closing out underperforming private investments where cash flow is unpredictable or capital is trapped, doubling down on proven private-market operators who consistently hit distribution targets, and increasing exposure to public-market income strategies like covered call ETFs and dividend-focused investments. The goal isn’t aggressive growth — it’s building a resilient portfolio that compounds steadily while remaining flexible and liquid. Operational simplicity is another major focus. Over time, complexity quietly builds as accounts multiply and tools pile up, pulling attention away from actual investing. The 2026 plan includes consolidating brokerage platforms, auditing every tool and subscription, and eliminating anything that doesn’t earn its place. Just like refactoring code, the objective is the same functionality with cleaner architecture — less friction, more focus. Succession planning rounds out the framework, an area most people delay until it’s too late. This includes actively involving family members through charitable decision-making, hands-on investment education, and structured family governance meetings. The goal isn’t to turn the next generation into portfolio managers, but to ensure they understand that wealth is a responsibility, not just an inheritance. The biggest lessons moving into 2026 are simple: priorities evolve as life evolves, simplicity beats complexity, and family involvement compounds just like capital. Anyone managing between $1M and $30M can apply this same three-part review by asking three questions: where to divest and invest, what to simplify operationally, and how to future-proof the portfolio for the next generation. If you want to enter the new year with a clear strategy instead of reactive decisions, this episode lays out the exact framework to do 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 one session, 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    9 min

  2. DEC 16

    137: Here's how I turned $3M into $200K/yr cash flow

    👋 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 one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 January 7th at 7pm to 9pm (Central US) In 2012, 97% of one portfolio was tied to a single stock—a position that created incredible highs when the market was up and intense anxiety when it wasn’t. That level of concentration is a time bomb, and yet it’s exactly where many high earners find themselves after a liquidity event or years of accumulating company equity. Traditional advisors didn’t have answers beyond a generic 60/40 allocation and a “withdraw 4% in retirement” plan, none of which solved the real challenge: how to reduce concentration risk, generate income today, and still grow wealth over time. Most investors are taught the drawdown model—accumulate during your working years, then start selling assets in retirement. But this structure exposes you to sequence-of-returns risk and forces you to hope the market cooperates. The Evergreen model replaces hope with intention by organizing assets into three categories with clear jobs: growth assets that appreciate over time, income assets that generate cash flow today, and preservation assets that protect against downside risk. It’s the difference between treating your portfolio like a grain silo that empties over time and an orchard that produces fruit indefinitely without cutting down the trees. The turning point came from building an Investment Thesis—a strategic blueprint that defined goals, risk tolerance, allocation strategy, and return targets. Without this, most high earners wander from one idea to the next, reacting to market noise instead of executing a cohesive plan. After creating the thesis, a multi-year reallocation began, reducing concentrated equity positions and redeploying capital into a balanced structure aligned with the Evergreen model. The result was a portfolio with 47.5% in growth assets, 47.5% in income assets, and 5% in preservation, producing more than $200,000 per year in cash flow while still increasing in total value by over $2 million in just a few years. This video breaks down exactly how that transformation happened, why the traditional financial system fails individuals with $1M to $30M, and how the Micro Family Office approach allows high earners to run their wealth like a business rather than a side project. It’s a scalable framework used by families at the highest levels—and it works just as effectively for those managing portfolios in the seven- and eight-figure range. If you’re looking to reduce concentration risk, generate meaningful passive income, and build a portfolio that can support your lifestyle without selling off your future, this breakdown will show you the exact system that makes it possible. 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 one session, 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    12 min

  3. DEC 9

    136: Have $1M-$30M? You Need a Micro Family Office

    👋 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 one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 January 7th at 7pm to 9pm (Central US) Here’s something most high earners discover the hard way: once you cross the $1M mark, traditional wealth management stops working. Advisors keep offering the same 60/40 portfolio they use for clients with $200K, while you’re navigating concentrated stock positions, liquidity events, complex taxes, and investment opportunities they’ve never evaluated. You’re no longer in the personal-finance world… but you’re also not in the $100M+ family office world. You’re in the financial services desert. This week’s episode breaks down the solution: the Micro Family Office framework — the system designed specifically for people with $1 to $30 million who want professional-grade wealth management without the cost of a traditional family office. What You’ll Learn in This 14-Minute Breakdown • Why the industry isn’t built for people at your wealth levelOnce you cross seven figures, your opportunities — and risks — get more complex. Traditional advisors simply aren’t equipped for it. • The origins of the family office modelFrom 6th-century estate stewards to Rockefeller’s 1882 office to today’s $10T global family office ecosystem — and why these structures consistently outperform the market. • Why $1–$30M investors are completely underservedToo sophisticated for generic advice, not large enough for a $2M-per-year Single Family Office. • What a Micro Family Office actually isA streamlined, efficient system that gives you:– Strategic planning– Tax and legal protection– Unified reporting– Fractional expert support– A CEO-level operating cadence for your wealth • The WealthOps Framework: Architect → Build → RunA clear blueprint for designing, structuring, and operating your personal wealth like a real business. • The 7 Components of a Micro Family OfficeVision & StrategyPortfolio StructureLegal & Tax ProtectionOperational ProcessesPerformance & DataTeam & AdvisorsExecutive Governance • Why this model outperforms traditional advisorsBecause it’s custom-built around your goals — not a standardized risk questionnaire. When you build your Micro Family Office, you’re not “managing accounts.”You’re running a wealth operating system that improves decision-making, reduces risk, increases tax efficiency, and supports long-term generational strategy. It’s the same systematic approach family offices use — now accessible at your scale. 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 one session, 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    16 min

  4. DEC 2

    135: What is a Micro Family Office

    👋 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 one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 January 7th at 7pm to 9pm (Central US) For more than 1,400 years, the world’s wealthiest families have used a structured system to preserve, protect, and grow their wealth across generations. From the major-domos of the 6th century to the Rockefellers in the 1880s to the more than 10,000 family offices operating today, this model has quietly powered the longest-lasting fortunes on earth. But here’s what almost nobody talks about:If your net worth is between $1 million and $30 million, you’ve been completely locked out of this proven system. You’re too sophisticated for generic personal finance advice, yet not large enough for a traditional family office with multimillion-dollar annual operating costs. This episode breaks down why a Micro Family Office fills that gap—and why this moment in history makes it essential. With $124 trillion set to transfer across generations in the next two decades, and millions of new millionaires being created through tech equity and liquidity events, the need for structured wealth management has never been greater. Here’s what you’ll learn: * The “financial services desert” that exists for people with $1M–$30M * How family offices evolved from medieval stewards to modern wealth engines * Why traditional advisors give the same advice to a $100K client and a $10M client * The three wealth management structures—and the limitations of each * What a Micro Family Office actually is and how it operates * The four phases of the WealthOps Framework: Architect, Build, Run, and Succession * How to build a lean, efficient wealth management system using fractional experts * What it really costs to run a Micro Family Office I will show you how to take control of your wealth, reduce complexity, and build a system that supports both your lifestyle and your legacy. You don’t need $100 million to think like a family office—you just need the right structure, strategy, and operational cadence. If you’re ready to understand how sophisticated wealth is actually managed—and how to apply those principles at your scale—this video is your starting point. 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 one session, 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    10 min

  5. NOV 25

    134: $10K monthly cash flow from a $1.5M portfolio, here’s how…

    👋 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 one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 December 17th at 7pm to 9pm (Central US) What if I told you that a $1.5M portfolio could generate $120K a year in income… pay less than $10K in taxes… and never require you to sell a single asset? In this video, I break down the exact Evergreen Portfolio model I personally use to generate over $200,000 per year in portfolio cash flow—without withdrawals, without relying on the stock market, and without slowly draining my net worth over time. Most high earners and tech professionals are stuck in the traditional “grow and drawdown” retirement model. Your financial advisor builds a big nest egg… then you spend the next 30 years selling pieces of it just to live. It exposes you to sequence-of-returns risk, high taxes, and the real possibility of running out of money. That’s not how ultra-wealthy families manage their wealth. In this 16-minute breakdown, I’ll show you how to build what I call an Evergreen Portfolio—a wealth system designed to generate monthly income while your principal continues to grow. You’ll learn the same asset allocation principles used by TIGER 21 members and $20M+ family offices, adapted for individuals with $1M to $30M in assets. Here’s what we’ll cover: * The failure points of the traditional 4% withdrawal model * How sequence-of-returns risk quietly destroys retirements * Why portfolios built only on stocks, index funds, and bonds underperform * The three Evergreen asset categories: Income, Growth, and Capital Preservation * How to target 6%–12% annual yields with the right income assets * How tax optimization can add 2%–3% in returns every year * The four pillars of an Evergreen portfolio: selection, tax planning, risk management, and operational cadence * A real allocation example of a $1.5M Evergreen Portfolio producing $143,000 in annual income * How to start transitioning your own portfolio in a tax-efficient way * The mindset shift from being a portfolio “consumer” to becoming the CEO of your wealth If you’ve built a seven- or eight-figure net worth but your portfolio isn’t giving you the freedom you want, this video will completely change how you think about investing, cash flow, and long-term wealth. This is the exact framework I use. It’s how I built my own Evergreen Portfolio. And it’s how sophisticated investors protect and grow their wealth for generations. If you want to stop relying on hope, stop selling assets, and start running your portfolio like an operating business, this video is your roadmap. 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 one session, 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    18 min

  6. NOV 18

    133: Have $1M+ Net Worth? Here's How To Turn It Into a Cash Flow Machine

    👋 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 one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 December 17th at 7pm to 9pm (Central US) If your net worth is over $1 million, I’m about to show you how the ultra-wealthy turn their portfolios into cash flow machines—and why your financial advisor will likely never teach you this. Most traditional advisors will put you in a 60/40 portfolio and tell you to keep growing your net worth until retirement. The goal? Just get a bigger number on the screen. Then, maybe, if the market plays nice, you can start pulling 4% a year at 65. But here’s what they don’t tell you: families managing $100+ million aren’t waiting until 65. They’re generating income today—and their wealth is still growing. Now, you might be thinking, “But I don’t have $100 million. Can I still do this?” That’s the exact question I spent the last 10 years answering. A few years ago, my portfolio was 98% in public stocks—and it produced zero cash flow. Today, that same portfolio pays me over $200,000 a year in income without selling assets, without touching principal, and it has grown by over $2 million in value. In this video, I’m going to walk you through the three-step process I used to transform my portfolio into what I call an Evergreen Portfolio—a strategy designed to generate income today and build long-term wealth. 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 one session, 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    12 min

  7. NOV 11

    132: How the top 0.01% invest their money (and how you can copy them)

    👋 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 one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 December 17th at 7pm to 9pm (Central US) Did you know that investors with over $20 million allocate only 23% of their portfolios to public stocks and 7% to bonds, while most financial advisors recommend 60% in stocks and 40% in bonds? In this episode, I share how the ultra-wealthy allocate the other 70% of their portfolios and how you can model their approach. We’ll dive into the key assets they use, such as real estate and private equity, and how these asset classes generate higher returns, offer tax advantages, and protect against market volatility. Follow along as I break down how you can implement these strategies and transform your portfolio into a wealth-building machine. Key Topics Covered: * How allocations in real estate and private equity generate passive income and hedge against inflation. * Why the ultra-wealthy allocate only 23% to public equities and how this can benefit you. * The importance of strategic financial planning and how to start applying these concepts to your own portfolio. 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 one session, 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    12 min

  8. NOV 4

    131: 6 Things You Should NEVER Do AFTER Becoming a Millionaire

    👋 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? 📆 December 10th and 11th at 7pm to 9pm (Central US) I made $3.3 million in five minutes during my first IPO. Six months later, I was lying in bed, staring at the ceiling, completely overwhelmed. I had always believed that seeing seven figures in my bank account would bring freedom—but instead, I had more anxiety than ever. Here’s the uncomfortable truth: making money and managing money are completely different skills. This video is a deep dive into the six most common—and most dangerous—mistakes I see first-time millionaires make. I’ve lived through all of them. I’ll also walk you through the practical, systematic framework that helped me turn chaotic wealth into a calm, income-generating portfolio. It all starts with Mistake #1: investing without first creating an Investment Thesis and a Legacy Statement. This one mistake can cost you more than any market downturn. When you skip the step of defining why you’re building wealth and how you’re going to do it, every investment becomes a guess. And guesswork is expensive. Mistake #2 is being overexposed to concentrated stock positions—especially common for tech employees. If your net worth is tied to one stock, you’re not building wealth, you’re placing a bet. Diversification isn’t just about risk management; it can also increase returns by up to 15%. Mistake #3: treating a multimillion-dollar portfolio like a side project. If you wouldn’t run a $5 million business without systems, strategy, and reviews, why are you doing that with your wealth? Without structure, you could be leaving up to 3% in annual returns on the table. Mistake #4 is treating tax planning as an afterthought. High-net-worth individuals who ignore tax strategy are giving away tens of thousands of dollars per year—sometimes more. Smart, proactive tax planning isn’t optional at this level. It’s essential. Mistake #5: settling for cookie-cutter financial advice. Most financial advisors are not equipped to serve clients in the $1–30 million range with real strategy. If you’re being offered a generic 60/40 portfolio, you’re likely getting advice designed for scale, not for success. That’s why I believe in building what I call a Micro Family Office. It’s a lean, tech-enabled version of a traditional family office that gives you access to the same tools, strategies, and investment opportunities that ultra-high-net-worth individuals use—but tailored to your portfolio size. Finally, Mistake #6 is the root of all the others: confusing making money with managing wealth. Just because you’re excellent at earning doesn’t mean you automatically know how to build lasting financial systems. They’re completely different mindsets, timelines, and skill sets. This video is the one I wish existed when I hit seven figures and had no idea what to do next. If you want to avoid years of trial and error, start by building your foundation—your Legacy Statement and Investment Thesis—and make every financial decision from there. 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

    12 min
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About

Real conversations with tech pros, private equity insiders, and investing experts to help you turn equity comp into generational wealth—and guide your transformation from money maker to money manager. managingtechmillions.com

Information

  • Creator
    Manage Your Millions; Define Your Legacy
  • Years Active
    2022 - 2025
  • Episodes
    139
  • Rating
    Clean
  • Copyright
    © Christopher Nelson
  • Show Website
    Managing Tech Millions

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