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? 📆 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 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)Eight years ago, I was stuck in a Manhattan office despite having millions in the bank. Today, I’m unemployed by choice because my portfolio—40% private equity—covers all my living expenses. But before you jump into private equity, you need to know the four benefits that convinced me to invest heavily… and the four costly mistakes that nearly wiped me out.In this video, I share how I turned IPO windfalls and real estate into consistent cash flow, why private equity can outperform public markets, and the risks that cost me $300,000. You’ll learn how to identify good deals, avoid common traps, and apply my Wealth Ops Framework to manage your investments like a CEO.If you want to escape the “accumulation trap,” generate real monthly income, and protect your wealth, this is the roadmap I wish I had when I started.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

Explore innovative wealth management strategies tailored for high net worth individuals. Discover how the Evergreen Income Framework can generate over $250,000 annually from a $3 million portfolio without selling assets. Learn about the pitfalls of traditional drawdown strategies and how to navigate risks while maximizing income potential. Gain insights on asset operation versus accumulation and understand how to effectively manage taxes to enhance your financial freedom.

👋 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? 📆 July 30 and 31st at 7pm to 9pm (Central US)Most people spend their entire careers chasing higher salaries. I used to be one of them—until I realized I was playing the wrong game. Wealth isn’t built through salary alone. It’s built through equity.In this episode, I’ll share the wealth strategy no one talks about—but that transformed my life. Through smart use of equity compensation, I built a $6 million net worth, retired early, and created the freedom to truly live life on my terms.I break it all down with real-world examples. You’ll meet Sarah, who focused on maximizing her salary, and Jessica, who played the equity game. Even though Jessica earned less in salary, she ended up nearly $1 million ahead—because she understood how stock grants and equity refreshes compound over time.This isn’t just for tech executives or startup founders. Whether you're an engineer, a product manager, or anyone with access to stock-based compensation, this could be your most powerful wealth-building tool.So if you’ve ever asked yourself, “How do people actually get rich without starting a company?”—this is the video for you. I’ll walk you through how equity works, how to negotiate for it, and why it might be more valuable than your paycheck.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? 📆 July 30 and 31st at 7pm to 9pm (Central US)Did you know that you might already qualify as an accredited investor—but no one ever told you what that actually means or how to take advantage of it?I used to think that growing wealth meant sticking to index funds and stock options. But once I discovered how Rule 506(b) and Rule 506(c) work, it unlocked a completely different financial world. A world filled with exclusive investment opportunities—private equity, hedge funds, commercial real estate syndications, and high-yield alternative assets—that most people never get to see.In this walkthrough, I break down the key differences between 506(b) and 506(c). I explain how each rule affects your access to unregistered securities, what kind of documentation is required, and how to verify your status with minimal friction—whether through tax returns or a simple letter from your CPA or attorney.Being accredited isn’t just a legal status. It’s a gateway to strategic wealth building. I learned this firsthand after an IPO left most of my net worth tied to one volatile stock. I started diversifying into private investments that generated consistent, tax-advantaged income—independent of the stock market’s daily swings.But access alone doesn’t guarantee results. That’s why I also share the risks: limited liquidity, less regulation, and the importance of having a clear allocation strategy. I talk about what separates successful accredited investors from those who just have access. Hint: it’s not complexity—it’s clarity, structure, and education.I also go a step further and explore the next level: becoming a qualified purchaser with $5 million+ in investable assets, and how that changes the game entirely. This knowledge helped me design my micro family office, plan for the next 10 years, and shift from just making money to actually managing and growing it.If you're a high-earning tech professional or entrepreneur, this is exactly the kind of financial architecture you need to build. Because accredited investing is just one piece of a much bigger strategy—one that treats your portfolio like a business and puts your wealth to work.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? 📆 July 30 and 31st at 7pm to 9pm (Central US)Most people talk about passive income like it's a magic solution: do something once, and money just keeps rolling in. But the reality is a lot more complex — especially when it comes to how different types of income are taxed.What many don't realize is that there’s a huge difference between portfolio income (like dividends or capital gains) and what the IRS truly considers passive income (like rental income). Misunderstanding these terms can lead to overpaying taxes — sometimes by tens of thousands of dollars.In this breakdown, I walk through how the IRS classifies income, what truly counts as passive, and why some “passive income” strategies are actually active businesses in disguise — and taxed accordingly. That course that teaches you to build a digital product and call it passive? It might actually be a high-tax hustle if you’re not careful.I also share some practical insights on how to build income streams that are not only sustainable but also tax-efficient. Whether you’re looking at rental properties, investments, digital products, or royalties, understanding how income is taxed is just as important as generating it.By the end, you'll have a clear understanding of:* What truly counts as passive income* How portfolio income is taxed differently* How to avoid common mistakes in income classification* Legal strategies to reduce your tax burden with smarter planningThis is the kind of foundational knowledge that can transform how you approach financial freedom — not just how you earn, but how much you actually get to keep.* What’s the difference between passive income and portfolio income?Passive income includes rentals and royalties; portfolio income includes dividends and capital gains.* Is selling a course or digital product considered passive?Usually not. If you maintain it, provide support, or keep marketing, it’s considered active income.* How can I lower taxes on my income?By structuring your income properly and knowing how the IRS classifies each type.* Are rental properties always passive income?Often yes, but it depends on how involved you are — active management can change the classification.* Why does income classification matter for taxes?Different types are taxed at different rates. Misclassification could lead to a higher tax bill.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

Dive into the world of private equity real estate as a solid alternative for high earners looking to replace their paycheck. Discover how this investment strategy offers the potential for high yields, tax benefits, and the chance to build lasting wealth. Learn about creating a micro family office focused on these investments, and why structured strategies can outperform traditional methods. This discussion outlines practical steps for financial independence and sustainable income growth.

Delve into the lucrative world of private equity investing, where ultra-wealthy individuals earn impressive returns. Discover the benefits of diversifying with private equity compared to traditional stocks. Learn the key differences between syndications and funds, including their unique risks and costs. Gain insights into various investment forms, especially in real estate. This exploration reveals hidden strategies that can elevate your investment game beyond the typical paths.

What if your current portfolio strategy is costing you $135,000 a year? Discover how to transform a $3 million portfolio into a steady income of $240,000 annually. The discussion contrasts traditional growth strategies with the innovative evergreen income model, highlighting its tax advantages and reduced reliance on asset sales. Learn how the ultra-wealthy build wealth through diversified investments and micro family offices, ensuring liquidity and financial independence. It's time to shift your mindset from growth to sustainable income!

👋 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? 📆 July 30 and 31st at 7pm to 9pm (Central US)What if your next job offer wasn’t just about a bigger paycheck but a life-changing wealth opportunity? In this episode, I’ll share how I built a $6 million net worth—not by launching a startup, not by investing in crypto, but by mastering one powerful strategy: trading time and talent for equity compensation.I’ll walk you through how I shifted from thinking like a regular employee to thinking like a founder, even while working in tech companies. This mindset shift changed everything. I explain why equity—not salary—is the most valuable asset for anyone in tech and how you can leverage it to build long-term wealth.We’ll cover the different types of equity, how to negotiate it, and how to choose the right companies that offer meaningful equity opportunities. I also talk about how this approach allowed me to retire early, travel the world, and spend more time with my family—all while staying in the tech industry.If you work in tech or are considering a job offer that includes equity, this episode might be the most valuable lesson you’ll hear this year.* The mindset shift from salary-focused to equity-focused* How I turned equity into a $6M net worth* The types of equity compensation you should know (RSUs, stock options, etc.)* How to evaluate and negotiate tech job offers with equity* Why thinking like a founder—even as an employee—can change your financial futureJoin 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