All Episodes
Managing Tech Millions — 157 episodes
Family Office CEO Ranks Every Income Investment BEST to WORST (For $1M–$10M Portfolios)
I stopped investing when I learned this...
Build a $25K/Month Income Portfolio (Without Being a Landlord)
What it REALLY costs to run a Family Office
152: Have $1M–$30M? Here Is EVERY Income Asset You Should Consider
151: Building a Micro Family Office in 2026? You NEED These 7 Components
150: What is a Micro Family Office (And Is It Right For YOU)
149: Build your own MICRO FAMILY OFFICE in 2026 — Here's How...
148: How The 0.1% Structure Their "Unconventional" Portfolios
147: How Every Familly Office Operates (7 Components Explained)
146: Top 1% Net Worth in 2026? Here's what it takes...
145: Family Bank vs Micro Family Office — Which Do You Need?
144: Have $1M-$30M? Here’s How To Retire in 12 Months
143: How to ACTUALLY Start a Micro Family Office in 2026
142: How 8% Returns Beat 12% Returns (Structured Alpha Explained)
141: 5 Reasons You Should Not Start a Micro Family Office
140: How to Retire at 51 Instead of 67
139: Have $1M-$30M? DON'T use the 4% rule
138: 3 BIG changes I'm making to my $8M portfolio in 2026
137: Here's how I turned $3M into $200K/yr cash flow
136: Have $1M-$30M? You Need a Micro Family Office
135: What is a Micro Family Office
134: $10K monthly cash flow from a $1.5M portfolio, here’s how…
133: Have $1M+ Net Worth? Here's How To Turn It Into a Cash Flow Machine
132: How the top 0.01% invest their money (and how you can copy them)
131: 6 Things You Should NEVER Do AFTER Becoming a Millionaire
130: What it takes to be in the top 10%, 5%, and 1% of Wealth (in 2025)
129: How to NEVER make a bad investment again
128: How I Invested My First $500K (And What I'd Do Different Today)
127: A blueprint to get to $10M net worth (if you already have $1M)
126: The 4 Biggest Mistakes Every New Millionaire Makes
125: A middle-class money mindset is DESTROYING your millions. Here's how to fix it.
124: $100K vs $1M vs $5M - Best Wealth Management Strategies by Portfolio Size
123: How Trump, Bezos & Musk Legally Pay $0 in Taxes
122: How to Start a Micro Family Office From Scratch (3 Steps)
121: Best Family Office for Your Net Worth
120: How Wealthy Parents Raise Their Kids (Without Spoiling Them)
119: Don't invest in private equity until you watch this...
118: $20K+ monthly income from a $3M portfolio, here’s how…
Want to get rich as a W-2 employee? Do This.
116: You're probably ALREADY an Accredited Investor (here's how to check and what you can access)
115: 3 Types of 'Passive Income' - Only One Lets You Keep 96%
114: The Only Asset Class That Can Replace Your W-2
113: Private Equity Investing Explained Simply
112: Your Current Portfolio Strategy is Costing You $135K (per year)
How I Built $6M Net Worth as a Tech Employee (copy this method)
My $1M Salary Wasn't Making Me Wealthy, So I Quit And Did This...
109: How I Built a Life I Don't Need a Vacation From
108: Tech Execs: 6 Skills You Already Have That Buy Your Freedom
107: Building Financial Flow: Inside the WealthOps Run Cycle
106: WealthOps the Accelerator to Building Your Micro Family Office
105: 5 Advantages of Starting Your Own Micro Family Office
104: The Micro Family Office Strategy to Run Your Portfolio as a Business
103: The 5 Money Mindset Secrets of the Ultra High Net Worth
102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis
101: Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose
100: Family Office Tactics for Small Portfolios with Ron Diamond
099: Master Industrial Real Estate Diversification with Ben Fraser
098: Equity Compensation Tax Playbook with Greg O'Brien and John Malone
097: Avoid These Common Investing Mistakes When Architecting Your Wealth
096: How to Architect Your Wealth - Build a Portfolio Like a Business
095: Crafting Your Investment Thesis with Single Family Office CIO - Marco Quevedo
094: REWIND: Fueling Financial Independence - Inside my Portfolio Investment Strategy
093: REWIND: Case Study - From Money Maker to Money Manager with David Banks
092: REWIND: The Power of Portfolio Income to Unlock Financial Freedom
091: REWIND: Cash Flow Portfolio Mastery - Crafting a $256k Per Year Strategy
090: Answering Your Biggest Questions About WealthOps
089: Family Office Systems for Tech Professionals - WealthOps 101
088: The Pivot to Managing Tech Millions
087: 2024 Lessons Learned and the Pivot to Managing Tech Millions
086: REWIND: Strategic Giving for Long-Term Impact - Guide to Nonprofit Sustainability
085: 2025 Trends in Tech Equity Compensation
084: Escape the Golden Cage: 5 Freedom Strategies for Your Exit Plan
083: The Evergreen Portfolio Strategy - An Investing Strategy for Generational Wealth
082: Building Expertise to Leverage Equity Compensation in Tech
081: REWIND: Tech Equity Fundamentals with Christopher Nelson
080: REWIND: Maximizing Your Earnings in Tech - A Comprehensive Guide to Working for Equity
079: REWIND: RSU Strategies for Tech Professionals with Landon Loveall
078: Learn the 5 Executive Skills for Tech Professionals in 2025
077: Best Dividend Investing Strategies for Beginners with Kanwal Sarai
076: Managing Personal Investments with David Banks - A Tech Professional's Journey
075: Unlocking Skills for Tech Equity: How David Banks Leveraged 3 IPOs
074: My Framework on How to Build Wealth with Tech Equity From Equity to Exit
073: Why I Chose to Build My Portfolio as a Business With Christopher Nelson
072: An Intro to Due Diligence Process in Real Estate for New Investors with Hans Box
071: 5 Lessons in Managing Wealth Effectively After Leaving a Tech Career
070: Accelerate Financial Independence with Tech Equity - Christopher Nelson’s story
069: Time Freedom Tips for a Balanced and Intentional Life with Christopher Nelson
068: A Simple Guide to Travel Hacking with Julian Fung
067: Building a Shareholder Mindset Steps for Tech Professionals
066: Guide to Building Wealth with Equity Compensation for Private Companies
065: Public Company Due Diligence for Tech Employees with Brian Feroldi
064: Build Your Ideal Manager Avatar to Accelerate Career Growth
063: Understanding Debt and Credit Funds with Michael Episcope
062: Mobile Home Park Investments with Christopher Nelson
061: Multifamily Market Trends 2024 with Michael Episcope
060: The Power of Portfolio Income to Unlock Financial Freedom
059: Tech Equity Fundamentals with Christopher Nelson
058: Equity Compensation Strategies for 2024
057: Fund Your Start Up Using Your Tech Equity with Ryan Gallego
056: Learning to Manage Tech Wealth with Fred DeWorken
055: Navigating Equity in Tech Companies with Fred Deworken
054: RSU Strategies for Tech Professionals with Landon Loveall
053: 10 Lessons from a A Year of Tech Career & Money Conversations
052: Critical Money Lessons for Tech Employees with Landon Loveall
051: 5 Remote Work Insights for 2024 from Founder and Venture Capitalist
050: From Ambition to Action: Career Planning Insights with Mark Herschberg
049: Navigating Career Growth: Expert Mentoring Strategies with Ritendra Datta
048: Executive Branding 101: Strategies for LinkedIn Success
047: Exploring Tech Careers in Europe: Amin Neeme's Perspective
046: Using Radical Empathy to Lead and Live with Erin Deihl
045: Five Essential Executive Skills in Tech Not Taught in School
044: Cracking the Code to Executive Roles: Expert Advice with Maya Grossman
043: Building a Strong Team Not a Network: Unlock your Career Cadre
042: Cash Flow Portfolio Mastery: Crafting a $256k Per Year Strategy
041: Elevate Your Career: The Power of Executive Search Revealed
040: Beyond Commissions: The Rise of the Fee Only Financial Advisor
039: Fueling Financial Independence: Inside my Portfolio Investment Strategy
038: Career Capital: Your Blueprint for Successful Equity Trading
037: Tech Career Development in 2024: Navigating AI Challenges and Opportunities
036: Trading for Equity: A Case Study in Leveraging Skills for Success or Quantifiable Results
035: Navigating the Tech Landscape: Strategies for Leveraging Your Expertise
034: Building Wealth Beyond Tech: An Entrepreneur's Private Equity Journey
033: Strategic Giving for Long-Term Impact: Guide to Nonprofit Sustainability
032: Equity in Action: Big Tech, Entrepreneurship, and Portfolio Building
031: From PhD to Tech Leader: Unveiling Leadership Tactics in Big Tech
030: Building an Investing Thesis: Strategies for Successful Seed Investments
029: Two Generations of Women in Tech Leadership
028: Unveiling Investment Strategies of Family Offices
027: Tech Equity Explained - What You Need to Know to Get Started
026: Tech Equity and Money: Revolutionizing Financial Freedom for Employees
025: Unlocking CEO Skills: Emiliano’s Journey from Developer to CEO
024: Ben Fraser’s Journey: Growing Up with a Tech Dad to Private Equity Fund Manager
023: Mike Kim and the Power of Career Capital: Show Your True Value
022: Jeremy Roll's Investment Strategies: From Corporate to Cash Flow
021: Executive Transformation in Action: How Matt Doan Redefined Success and Balance
020: Alternative Investments Explained: SEC Regulations, Real Estate, and Building Wealth with Christopher Nelson
019: Special Operations Leadership: How Quay Barnett Transformed Warfare Techniques into Business Success
018: Elevate Your Leadership: Exploring the Impact of 'Managing Yourself and Leading Others
017: How to Build a Personal Brand and Coaching Business While in Tech
016: Tech Employee’s W-2 Exit Blueprint: A Step-by-Step Guide to Financial Independence
015: The Future of Retail Wealth Management: A Conversation with John Morrison
014: The Power of Mindfulness to Overcome Burnout and Achieve High Performance: The Gautam Deviah Story
013: The Power of Focus: How Maurice Philogene Achieved Financial Freedom Through Real Estate Investing
012: How to Build a Personal Brand That Opens Doors: Insights from Belen Wagaw
011: Exit Planning: How to Turn Your Start-Up Equity into an Alternative Investment Portfolio
E010: How to Use Risk to Build Wealth with Tech Equity
009: The Remote Work Revolution: Darren Murph on the Future of the Workplace
008: Acquiring Equity through Critical Skills and Negotiation Strategies
007: Procurement Maverick: Building Equity in the Tech Industry
006: Maximizing Your Earnings in Tech: A Comprehensive Guide to Working for Equity
005: Maximizing Your Tax Savings: Expert Tips on Leveraging a Tax Planner for Radical Reductions
004: Mastering Money Mindset: Achieving Financial Success in Tech with Jenny W
003: Leveraging IPOs as a Personal Wealth Strategy
002: From Tech Novice to Financially Independent: Lessons Learned
001: Maximizing Tech Careers: Avoiding Burnout and Financial Mistakes
Welcome to Managing Tech Millions!