Managing Tech Millions

Episode 107: Building Financial Flow: Inside the WealthOps Run CycleDiscover how to turn your financial overwhelm into calm, confident action using the Run Cycle—the operating rhythm of a high-functioning Micro Family Office with our Free Master Class - The WealthOps Way!🎧 If you're drowning in spreadsheets, unsure what to do next, or struggling to get your money to work for you, this episode will change the game. In Episode 107 of Managing Tech Millions, Christopher Nelson breaks down the Run Cycle of WealthOps—the secret to building flow into your financial life.This is where wealth management becomes a system, not a series of random tasks. If you're a tech professional, this episode shows you how to step fully into the role of CEO of your wealth—with rhythm, repeatability, and results.Highlights:* Flow-Based Finance: How to shift from decision fatigue to confident momentum* The WealthOps Run Cycle: Daily, weekly, monthly, and quarterly cadences that drive clarity* Dual Loops of WealthOps: Managing both wealth and operations like a founder-operator* Team Accountability: Why you must lead your tax, legal, and advisor team like a product team* Succession Begins Now: How to plant seeds of legacy at the dinner table* Case Study: The 30-minute Friday habit that created massive leverage over 90 daysActionable Insights:* How to implement a “quarterly reset” to recalibrate and accelerate your wealth plan* What to delegate, what to automate, and what to personally own* How to set “definition of done” for every financial task and partner deliverable* Tools and rhythms for managing your wealth like a business (without getting overwhelmed)* How to move from reactive wealth management to proactive legacy buildingEpisode Timeline:* [00:00:00] Introduction: Millions earned—but now what?* [00:01:30] Why WealthOps removes friction and brings clarity* [00:04:30] What the Run Cycle is and how it works* [00:06:30] Flow state explained: decision clarity, clear deliverables, and system checkpoints* [00:08:30] Daily, weekly, monthly, quarterly cadence breakdown* [00:16:00] Case Study: The power of a simple 30-minute weekly ritual* [00:19:00] How to manage your advisor team like a high-performance org* [00:25:00] Succession Strategy: Building your dinner table legacy* [00:28:00] Final thoughts: If you don’t manage your wealth, it will manage youJoin me for this fourth episode in the Foundations Series—and learn how the Run Cycle unlocks structure, accountability, and real peace of mind in your financial life. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Discover how to transform your financial chaos into a structured powerhouse. Learn about the crucial Architect and Build phases that can help tech professionals design and manage their wealth effectively. Find out why a clear vision is essential before investing, and how to build a team that enhances your wealth strategy. Plus, explore the significance of aligning your investments with your personal values. All this can be achieved in just 12 weeks!

Episode 105: 5 Advantages of Starting Your Own Micro Family OfficeDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 If you’ve built $1M–$30M in tech wealth, you’re likely stuck in a financial gray zone: too complex for a single advisor, but not quite ready for a $100M family office. In this essential episode, Christopher Nelson breaks down the five key advantages of a Micro Family Office—and why it’s the most strategic move you can make.Stop reacting to market noise and scattered advice. Start building a financial system that runs with purpose, clarity, and control.This episode will show you how to move beyond traditional wealth management and take command as the CEO of your financial life.Highlights:* Control and Coordination: Why owning your financial architecture changes everything* Strategic Planning: How a Micro Family Office creates space for long-term thinking* Tax Efficiency: Smarter structures for smarter outcomes* Customization: Building your wealth operation around your goals, not Wall Street’sLegacy and Impact: How the right system empowers you to give, grow, and govern with purposeActionable Insights:* How a Family Office mindset creates clarity in decision-making* Ways to align your financial team and advisors around your vision* Why most high-earning professionals are under-leveraged financially—and how to fix it* A system for simplifying complexity and reclaiming time and energy* The role of tech tools in automating your wealth operationsEpisode Timeline:* [00:00:00] Introduction: Why the Micro Family Office model is the missing link for tech wealth* [00:02:15] The Hidden Chaos of Scattered Advice and DIY Management* [00:06:30] Advantage #1: Centralized Control = Empowered Decision Making* [00:11:10] Advantage #2: Integrated Strategy for Real Growth* [00:16:45] Advantage #3: Tax Optimization Through Better Structures* [00:23:00] Advantage #4: A Tailored System that Grows with You* [00:29:40] Advantage #5: Built-In Legacy Planning for Generational Impact* [00:35:00] How to Know if You’re Ready for a Micro Family Office* [00:42:00] Final Thoughts: Step Into the CEO Role and Lead with ConfidenceJoin me for this second episode in the Foundations Series—and learn how the Micro Family Office model unlocks the freedom, clarity, and confidence you’ve been searching for. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Discover a groundbreaking approach for tech professionals managing $1M–$30M in assets through the Micro Family Office model. Learn why this tailored wealth management structure is a game-changer compared to traditional advice. Explore the three levels of family offices and find out how you can take control of your financial strategy. Get actionable insights on becoming the CEO of your wealth, building your team, and transitioning towards intentional investing. This transformative blueprint will help you secure and pass on your wealth effectively.

Episode 103: The 5 Money Mindset Secrets of the Ultra High Net WorthDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 Tech wealth is booming—but most new millionaires are stuck in survival mode. In this foundational episode, Christopher Nelson unveils the five money mindset shifts that separate the merely rich from the truly wealthy. This is your red pill moment to stop outsourcing and start operating like a Portfolio CEO.Whether you’re a tech professional, founder, or executive, this episode will challenge how you think about money and give you a clear path to building lasting, generational wealth.Join us for a deep dive into the exact mindset that ultra-high-net-worth families use to grow, protect, and scale their portfolios—so you can do the same.Highlights:The Generational Wealth Mission: Why the ultra-wealthy structure their money to last 100 years—not just 30The CEO Mindset: How to take ownership of your portfolio and build a team that works for your goalsBeyond the Stock Market: How the ultra-wealthy diversify with intention and strategySpecialized Teams for Specialized Growth: Why DIY wealth management can cost you more than you thinkCommunity = Acceleration: Why building wealth in isolation is a losing game—and how to plug into the right ecosystemActionable Insights:How to write your own Legacy Statement and set a mission for your wealthQuestions to ask potential financial partners—and how to vet them like a hiring managerWhere the ultra-wealthy are actually investing (hint: it’s not all public equities)How to scale your personal wealth with a “micro family office” approachWhy joining a financial community can unlock strategies you’ll never find on GoogleEpisode Timeline: [00:00:10] The millionaire explosion—and the missing roadmap [00:01:13] Introducing the 5 secrets of the ultra-wealthy [00:04:00] Secret 1: Give your wealth a generational mission and structure [00:10:03] Secret 2: Become the CEO of your portfolio [00:18:27] Secret 3: Think beyond traditional stocks [00:23:38] Secret 4: Build a specialized team to scale[00:29:01] Secret 5: Adopt a proactive, business-focused mindset—inside a community [00:35:00] Final thoughts and next steps on your Portfolio CEO journeyJoin me for this first episode in the Foundations Series—and prepare to lead your wealth with clarity, confidence, and intention. This is the mindset shift you didn’t know you needed. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis🎧 Feeling anxious about the market drop? This episode is your guide to transforming panic into purpose with the mindset of a Portfolio CEO. Discover how to lead your portfolio like a business—even during turbulent times with our Free Master Class - The WealthOps Way!In this solo episode, Christopher Nelson shares a step-by-step approach to staying focused and strategic while others spiral in uncertainty. He breaks down the difference between being a builder and a gambler, and how the wisdom of Warren Buffett can guide you through today’s market chaos.Whether you're a tech professional managing growing assets or a seasoned investor facing a rough season, this episode will give you clarity, confidence, and calm.Highlights:The Portfolio CEO Mindset: How to think like a CEO—not an amateur—when the market gets roughFrom Panic to Plan: Why emotional decisions can wreck your wealth and what to do insteadBuffett’s 7 Rules for Down Markets: Timeless strategies to protect and grow your wealthThe Power of the Pause: How Christopher turned the 2008 crash into a personal wealth breakthroughCreating a Financial Fortress: Practical tips to structure your portfolio for resilienceActionable Insights:How to assess your portfolio risk with simple “low, medium, high” tagsWhy reviewing your concentration is critical—especially for tech professionalsThe importance of cash reserves—and how much you should really haveHow to separate market noise from real strategy using the “WealthOps Way”Episode Timeline:[00:00:30] Market chaos and the Portfolio CEO mindset[00:03:00] Why strategy beats stress during downturns[00:08:00] Steps to create calm and clarity in your portfolio[00:11:00] Warren Buffett’s 7 Rules for downturns[00:24:50] The 2008 moment that reshaped Christopher’s investing approach[00:27:30] The WealthOps framework for building your financial fortress[00:35:00] Reflection questions to anchor your strategy and reduce stressJoin me in this episode as we redefine how to lead in uncertain times. You’ll walk away with a framework, mindset, and game plan to be calm in the storm—and come out stronger on the other side. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 101: Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose🎧 Ready to transform how you think about wealth and legacy? Tune in to this episode for powerful insights on raising grounded kids in a world of abundance with our Free Master Class - The WealthOps Way!In this solo episode, Christopher Nelson addresses one of the biggest fears many wealth creators face: the potential for their kids to grow up entitled. While this is a common concern, it doesn’t have to be the outcome. In fact, your wealth can be a tool to teach empathy, build perspective, and connect to a deeper purpose.Christopher dive into personal stories, practical strategies, and a 4-part framework to ensure your wealth builds a lasting legacy—not just for you, but for your children too. Whether you’re a parent concerned about entitlement or simply looking to use your resources with intention, this episode will help guide you on the journey.Highlights:The Fear of Entitlement: Understanding the fear and turning it into a call for leadershipA Family Service Trip That Changed Everything: How a trip to Uganda transformed your kids' understanding of wealth and empathy4-Part Framework for Raising Grounded Kids: Key strategies to prevent entitlement and foster empathyHidden Benefits of Service Trips: The unexpected rewards of family travel and giving backReflection and Action Steps: Questions to help you build a legacy of empathy and purpose for your familyActionable Insights:How to expose your kids to global perspectives beyond your zip codeWhy modeling philanthropy can be a game-changer for your familyHow problem-solving can teach your kids responsibility and resilienceWhy understanding the "why" behind your wealth keeps it grounded in purposeEpisode Timeline: [00:00:30] Introduction to the fear of entitlement and why it matters [00:05:00] Turning fear into fuel for intentional leadership [00:10:30] How a service trip to Uganda changed everything [00:18:00] The 4-part framework for raising grounded kids [00:30:00] Hidden benefits of service trips (tax-deductible and family unity) [00:36:30] Reflective questions for building a legacy of empathy [00:42:00] Closing thoughts: Wealth as a tool for legacy, not egoJoin me in this powerful episode where we explore how to use your wealth to build a future for your children that’s grounded in empathy, perspective, and purpose.  This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

In this engaging discussion, Ron Diamond, Chairperson of Tiger 21 Chicago and founder of Diamond Wealth, shares insights on family office investment strategies for those with $1-30 million in net worth. He emphasizes the importance of succession planning and fostering collaboration among family offices to enhance investment outcomes. Ron explores the transformative role of AI in investing, the shift towards private markets, and the significance of gratitude in wealth management. His actionable advice empowers listeners to optimize their portfolios and secure their financial futures.

Episode 99: Master Industrial Real Estate Diversification with Ben Fraser🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way!Host: Christopher NelsonGuest: Ben Fraser, Chief Investment Officer, Aspen Fundshttps://www.linkedin.com/in/benwfraser/In this episode of Managing Tech Millions, Christopher Nelson sits down with Ben Fraser of Aspen Funds to explore a new investment frontier—industrial real estate. While many investors focus on multifamily properties, industrial assets like warehouses, manufacturing facilities, and flex spaces offer unique opportunities for diversification and cash flow.Join us as we break down the fundamentals of industrial real estate, key market trends, and how reshoring and supply chain shifts are reshaping this asset class. Whether you're a tech professional looking for alternative investments or a seasoned investor seeking portfolio diversification, this episode provides a deep dive into an often-overlooked sector.Highlights:What Is Industrial Real Estate? Understanding warehouses, manufacturing, flex space, and cold storage.The Power of Macro-Driven Investing: How reshoring and de-globalization are driving demand.Market Trends & Growth Drivers: Why industrial real estate vacancy rates are at historic lows.Investment Strategies:Buying Class B & C Properties with Value-Add Potential – Maximizing returns with under-market rents.New Development vs. Existing Structures – Understanding risk and reward.Triple Net Leases (NNN) – Why industrial real estate is attractive for passive investors.Risk Factors & Red Flags: What to watch for when investing in industrial real estate.Christopher’s Personal Investment Journey: Why he’s researching industrial real estate as his next investment move.Episode Timeline: [00:00:30] Why industrial real estate is more than just warehouses[00:06:00] Macro trends driving demand: Reshoring and supply chain shifts[00:12:15] Understanding different industrial asset classes[00:20:45] How industrial compares to multifamily investments[00:27:30] Triple net leases explained: A game-changer for investors[00:34:10] Risk factors and red flags to consider[00:40:00] Christopher’s next steps in exploring industrial real estate This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Greg O'Brien, a certified tax planner, and John Malone, a tax strategist from Anomaly CPA, share invaluable tax strategies tailored for tech professionals. They highlight common mistakes that lead to overpaying taxes on equity compensation and the advantages of proactive planning. Listeners will learn about gradual selling of stocks, the benefits of donating appreciated stock, and how to harness losses to offset gains. The duo emphasizes the importance of expert guidance in navigating complex tax landscapes for maximized wealth retention.