112: Your Current Portfolio Strategy is Costing You $135K (per year)

👋 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.

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* Start up-leveling your knowledge - 🎧️ Follow our Podcast

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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.