Sitemap - 2025 - Managing Tech Millions
Unveiling the 5 Money Secrets of Ultra High Net Worth Individuals
103: The 5 Money Mindset Secrets of the Ultra High Net Worth
10 Financial Pitfalls Even Top Earners Still Fall Into
102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis
Warren Buffett isn’t scared of down markets—and these 7 reasons explain why
101: Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose
From Single Stock Risk to Structured Freedom: The Origin of WealthOps
100: Family Office Tactics for Small Portfolios with Ron Diamond
Your Net Worth Is Lying to You
099: Master Industrial Real Estate Diversification with Ben Fraser
The 7 Experts the Ultra-Wealthy Rely On—And Why You Should Too
098: Equity Compensation Tax Playbook with Greg O'Brien and John Malone
The Hidden Financial Mistakes Even 7-Figure Tech Leaders Make
097: Avoid These Common Investing Mistakes When Architecting Your Wealth
Ultra-wealthy investors do this FIRST—before making a dime
096: How to Architect Your Wealth - Build a Portfolio Like a Business
The $1M-$30M Wealth Trap: Why Having Millions Still Isn’t Enough—And How to Fix It
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
Why Managing Your Portfolio Is Like Running a Tech Startup—And How to Win at Both
092: REWIND: The Power of Portfolio Income to Unlock Financial Freedom
Feel like your Portfolio isn’t Growing? 5 Hidden Mistakes Tech Pros Make in Wealth Management
091: REWIND: Cash Flow Portfolio Mastery - Crafting a $256k Per Year Strategy
Wealth isn’t just about money—how I’m teaching my kids to see riches in cultures, ideas, and people
090: Answering Your Biggest Questions About WealthOps
The WealthOps bottlenecks holding back your portfolio growth—and what to do next
089: Family Office Systems for Tech Professionals - WealthOps 101
From Golden Handcuffs to Portfolio CEO
088: The Pivot to Managing Tech Millions
My 2025 strategy: What I’m leaving behind in 2024 to aim higher next year