Managing Tech Millions

👋 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 freedomWhen? 📆 November 12th and 13th at 7pm to 9pm (Central US)If you think hitting $1 million means you’re financially free, think again. That might’ve been true in 1980, but today? That barely puts you in the top 10% of net worth in America—and it’s not enough to stop working. In todays episode, I break down the exact net worth thresholds for the top 10%, 5%, and 1% in the U.S.—both total net worth and investable net worth. I’ll also share where I personally stand, how wealth strategies evolve at each level, and what it really takes to break into the top 1%. Using fresh data from the Federal Reserve’s 2022 Survey of Consumer Finances, we’ll walk through how wealth changes—not just in amount, but in structure. You’ll see why the climb from median net worth to the top 10% is steep, but getting from 10% to 1% is an exponential leap. And here’s the big insight: the difference between owning assets and owning capital. Most people in the top 10% are “house-rich,” but not capital-rich. Nearly 60% of their wealth is tied up in a primary residence that doesn’t generate income. Meanwhile, in the top 1%, nearly half of net worth comes from private business equity—not real estate or stocks. We’ll also unpack what I call The Great Decoupling—the moment the truly wealthy shift their wealth strategy entirely. It’s not about more assets—it’s about different kinds of assets, systems, and mindset. If you’re a high earner or successful professional feeling stuck—even with a $2M+ portfolio—this is your wake-up call. You may already be in the top 10%, or even top 5%, but if you’re still using the wrong wealth management playbook, you’ll never break into the top 1%. Whether you’re just starting to think about investable net worth, or already building legacy-level wealth, this video is your roadmap for moving from income dependence to true financial independence—and eventually, to becoming the CEO of your 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 two sessions, you’ll:* Clarify your long-term vision* Define your next best investment move* Build the system that turns wealth into freedomSpots 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 WayDisclaimer: 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

👋 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 freedomWhen? 📆 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 freedomSpots 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 WayDisclaimer: 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

The host shares lessons learned while managing a $530K investment portfolio that prioritized cash flow over traditional appreciation. Discover why he shifted from index funds to income-focused strategies, including multifamily syndications and single-family rentals. He details a five-principle framework designed to simplify investing, emphasizing the importance of choosing experienced operators and focusing on reliable income. His refined approach has grown passive income to over $200K annually, demonstrating the power of strategic asset allocation.

Discover how to escape the Financial Dead Zone and scale your wealth effectively. Learn why traditional advisors fall short for those with $1–$30 million net worths. Explore the strategies of ultra-wealthy families, including building a micro family office and creating a personalized investment thesis. Understand the importance of structured processes and tech in managing your portfolio. Plus, uncover advanced tax-efficient strategies for wealth growth. Transform guessing into a strategic wealth management approach!

👋 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 freedomWhen? 📆 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 freedomSpots 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 WayDisclaimer: 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

👋 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 freedomWhen? 📆 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 freedomSpots 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 WayDisclaimer: 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

👋 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 freedomWhen? 📆 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 phaseThis 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 freedomSpots 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 WayDisclaimer: 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

👋 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 freedomWhen? 📆 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 freedomSpots 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 WayDisclaimer: 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

👋 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 freedomWhen? 📆 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 freedomSpots 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 WayDisclaimer: 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

👋 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 freedomWhen? 📆 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 freedomSpots 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 WayDisclaimer: 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