Sitemap - 2025 - Managing Tech Millions
How to Build Your Micro Family Office with Equity Compensation
126: The 4 Biggest Mistakes Every New Millionaire Makes
THIS is Why Managing Millions Feels Impossible
125: A middle-class money mindset is DESTROYING your millions
How I Lost 25% of My IPO Wealth in 30 Days (And Why I'm Grateful)
124: $100K vs $1M vs $5M - Best Wealth Management Strategies by Portfolio Size
The $2M Question: Can Your Micro Family Office Fill the Corporate Void?
123: How Trump, Bezos & Musk Legally Pay $0 in Taxes
How to Think Like a Family Office CEO (Not a Nest Egg Builder)
122: How to Start a Micro Family Office From Scratch
Why First-Generation Wealth Builders Struggle (and How to Break Free)
121: Best Family Office for Your Net Worth
The 3 Skills that Separate Lucky Investors from Wealthy Ones
120: How Wealthy Parents Raise Their Kids (Without Spoiling Them)
Still Planning Your Portfolio in December?
119: Don't invest in private equity until you watch this...
The Real Reason You Hate Looking at Your Portfolio
118: $20K+ monthly income from a $3M portfolio, here’s how…
The 5 Problems a Micro Family Office Solves
117: Want to get rich as a W-2 employee? Do This.
Why I Flew My 9-Year-Olds to Uganda Instead of Disneyland
116: You're probably ALREADY an Accredited Investor (here's how to check and what you can access)
5 Wealth Mistakes Every Tech Exec Makes (confession time)
115: 3 Types of 'Passive Income' - Only One Lets You Keep 96%
I Managed My Portfolio Like a Startup—Here's What I Learned
114: The Only Asset Class That Can Replace Your W-2
Why Do Ultra-Wealthy Families Allocate 28% to Private Equity?
113: Private Equity Investing Explained Simply
The Real Reason I Built My Micro Family Office (It Wasn't the Money)
112: Your Current Portfolio Strategy is Costing You $135K (per year)
The Definitive Guide to Micro Family Offices
111: How I Built $6M Networth as a Tech Employee (copy this method)
Your Equity Compensation is a Beautiful Prison
110: My $1M Salary Wasn't Making Me Wealthy, So I Quit And Did This...
How I Designed a Life I Don’t Need a Vacation From
109: How I Built a Life I don't Need a Vacation From
2 Years, 100+ Conversations, and the Unexpected Truths I’ve Learned About Wealth
108: Tech Execs: 6 Skills You Already Have That Buy Your Freedom
This Isn’t a Metaphor: Build a Real Business Around Your Wealth
107: Building Financial Flow: Inside the WealthOps Run Cycle
A Family Alignment Hack You Won’t Learn From Your Advisor
106: WealthOps the Accelerator to Building Your Micro Family Office
How to Transition from Money Maker to Money Manager—Without Quitting Your Day Job
105: 5 Advantages of Starting Your Own Micro Family Office
Your Micro Family Office - A Generational Wealth Business
104: The Micro Family Office Strategy to Run Your Portfolio as a Business
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
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
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