Sitemap - 2025 - Managing Tech Millions
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
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