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| Episode | Date |
|---|---|
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SpaceX IPO Is Minting Overnight MILLIONAIRES — Here's 7 Decisions you MUST Make
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May 26, 2026 |
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5 Counter-Intuitive Investing Principles That Helped Me Retire at 51
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May 19, 2026 |
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Family Office CEO Ranks Every Income Investment BEST to WORST (For $1M–$10M Portfolios)
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May 12, 2026 |
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Build a Micro Family Office From Scratch (7 steps)
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May 05, 2026 |
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The Most Misunderstood Aspects of Covered Call ETFs
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Apr 28, 2026 |
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I stopped investing when I learned this...
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Apr 21, 2026 |
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Build a $25K/Month Income Portfolio (Without Being a Landlord)
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Apr 14, 2026 |
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What it REALLY costs to run a Family Office
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Apr 07, 2026 |
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152: Have $1M–$30M? Here Is EVERY Income Asset You Should Consider
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Apr 01, 2026 |
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151: Building a Micro Family Office in 2026? You NEED These 7 Components
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Mar 24, 2026 |
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150: What is a Micro Family Office (And Is It Right For YOU)
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Mar 17, 2026 |
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149: Build your own MICRO FAMILY OFFICE in 2026 — Here's How...
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Mar 10, 2026 |
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148: How The 0.1% Structure Their "Unconventional" Portfolios
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Mar 03, 2026 |
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147: How Every Familly Office Operates (7 Components Explained)
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Feb 24, 2026 |
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146: Top 1% Net Worth in 2026? Here's what it takes...
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Feb 17, 2026 |
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145: Family Bank vs Micro Family Office — Which Do You Need?
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Feb 10, 2026 |
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144: Have $1M-$30M? Here’s How To Retire in 12 Months
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Feb 03, 2026 |
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143: How to ACTUALLY Start a Micro Family Office in 2026
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Jan 27, 2026 |
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142: How 8% Returns Beat 12% Returns (Structured Alpha Explained)
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Jan 20, 2026 |
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141: 5 Reasons You Should NOT Start a Micro Family Office
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Jan 13, 2026 |
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140: How to Retire at 51 Instead of 67
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Jan 06, 2026 |
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139: Have $1M-$30M? DON'T use the 4% rule
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Dec 30, 2025 |
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138: 3 BIG changes I'm making to my $8M portfolio in 2026
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Dec 23, 2025 |
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137: Here's how I turned $3M into $200K/yr cash flow
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Dec 16, 2025 |
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136: Have $1M-$30M? You Need a Micro Family Office
|
Dec 09, 2025 |
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135: What is a Micro Family Office
|
Dec 02, 2025 |
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134: $10K monthly cash flow from a $1.5M portfolio, here’s how…
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Nov 25, 2025 |
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133: Have $1M+ Net Worth? Here's How To Turn It Into a Cash Flow Machine
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Nov 18, 2025 |
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132: How the top 0.01% invest their money (and how you can copy them)
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Nov 11, 2025 |
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131: 6 Things You Should NEVER Do AFTER Becoming a Millionaire
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Nov 04, 2025 |
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130: What it takes to be in the top 10%, 5%, and 1% of Wealth (in 2025)
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Oct 28, 2025 |
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129: How to NEVER make a bad investment again
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Oct 21, 2025 |
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128: How I Invested My First $500K
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Oct 14, 2025 |
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127: A blueprint to get to $10M net worth
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Oct 07, 2025 |
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126: The 4 Biggest Mistakes Every New Millionaire Makes
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Sep 30, 2025 |
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125: A middle-class money mindset is DESTROYING your millions
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Sep 23, 2025 |
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124: $100K vs $1M vs $5M - Best Wealth Management Strategies by Portfolio Size
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Sep 16, 2025 |
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123: How Trump, Bezos & Musk Legally Pay $0 in Taxes
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Sep 09, 2025 |
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122: How to Start a Micro Family Office From Scratch
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Sep 02, 2025 |
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121: Best Family Office for Your Net Worth
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Aug 26, 2025 |
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120: How Wealthy Parents Raise Their Kids (Without Spoiling Them)
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Aug 19, 2025 |
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119: Don't invest in private equity until you watch this...
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Aug 12, 2025 |
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118: $20K+ monthly income from a $3M portfolio, here’s how…
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Aug 05, 2025 |
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117: Want to get rich as a W-2 employee? Do This.
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Jul 30, 2025 |
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116: You're probably ALREADY an Accredited Investor (here's how to check and what you can access)
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Jul 22, 2025 |
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115: 3 Types of 'Passive Income' - Only One Lets You Keep 96%
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Jul 15, 2025 |
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114: The Only Asset Class That Can Replace Your W-2
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Jul 08, 2025 |
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113: Private Equity Investing Explained Simply
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Jul 01, 2025 |
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112: Your Current Portfolio Strategy is Costing You $135K (per year)
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Jun 24, 2025 |
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111: How I Built $6M Networth as a Tech Employee (copy this method)
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Jun 17, 2025 |
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110: My $1M Salary Wasn't Making Me Wealthy, So I Quit And Did This...
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Jun 10, 2025 |
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109: How I Built a Life I don't Need a Vacation From
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Jun 03, 2025 |
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108: Tech Execs: 6 Skills You Already Have That Buy Your Freedom
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May 27, 2025 |
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107: Building Financial Flow: Inside the WealthOps Run Cycle
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May 20, 2025 |
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106: WealthOps the Accelerator to Building Your Micro Family Office
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May 13, 2025 |
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105: 5 Advantages of Starting Your Own Micro Family Office
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May 06, 2025 |
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104: The Micro Family Office Strategy to Run Your Portfolio as a Business
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Apr 29, 2025 |
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103: The 5 Money Mindset Secrets of the Ultra High Net Worth
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Apr 22, 2025 |
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102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis
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Apr 15, 2025 |
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101: Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose
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Apr 08, 2025 |
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100: Family Office Tactics for Small Portfolios with Ron Diamond
|
Apr 01, 2025 |
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099: Master Industrial Real Estate Diversification with Ben Fraser
|
Mar 25, 2025 |
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098: Equity Compensation Tax Playbook with Greg O'Brien and John Malone
|
Mar 18, 2025 |
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097: Avoid These Common Investing Mistakes When Architecting Your Wealth
|
Mar 11, 2025 |
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096: How to Architect Your Wealth - Build a Portfolio Like a Business
|
Mar 04, 2025 |
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095: Crafting Your Investment Thesis with Single Family Office CIO - Marco Quevedo
|
Feb 25, 2025 |
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094: REWIND: Fueling Financial Independence - Inside my Portfolio Investment Strategy
|
Feb 18, 2025 |
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093: REWIND: Case Study - From Money Maker to Money Manager with David Banks
|
Feb 11, 2025 |
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092: REWIND: The Power of Portfolio Income to Unlock Financial Freedom
|
Feb 04, 2025 |
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091: REWIND: Cash Flow Portfolio Mastery - Crafting a $256k Per Year Strategy
|
Jan 28, 2025 |
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090: Answering Your Biggest Questions About WealthOps
|
Jan 21, 2025 |
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089: Family Office Systems for Tech Professionals - WealthOps 101
|
Jan 14, 2025 |
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088: The Pivot to Managing Tech Millions
|
Jan 07, 2025 |
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087: 2024 Lessons Learned and the Pivot to Managing Tech Millions
|
Dec 31, 2024 |
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086: REWIND: Strategic Giving for Long-Term Impact - Guide to Nonprofit Sustainability
|
Dec 24, 2024 |
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085: 2025 Trends in Tech Equity Compensation
|
Dec 17, 2024 |
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084: Escape the Golden Cage: 5 Freedom Strategies for Your Exit Plan
|
Dec 10, 2024 |
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083: The Evergreen Portfolio Strategy - An Investing Strategy for Generational Wealth
|
Dec 03, 2024 |
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082: Building Expertise to Leverage Equity Compensation in Tech
|
Nov 26, 2024 |
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081: REWIND: Tech Equity Fundamentals with Christopher Nelson
|
Nov 19, 2024 |
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080: REWIND: Maximizing Your Earnings in Tech - A Comprehensive Guide to Working for Equity
|
Nov 12, 2024 |
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079: REWIND: RSU Strategies for Tech Professionals with Landon Loveall
|
Nov 05, 2024 |
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078: Learn the 5 Executive Skills for Tech Professionals in 2025
|
Oct 29, 2024 |
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077: Best Dividend Investing Strategies for Beginners with Kanwal Sarai
|
Oct 22, 2024 |
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076: Managing Personal Investments with David Banks - A Tech Professional's Journey
|
Oct 15, 2024 |
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075: CASE STUDY- Unlocking Skills for Tech Equity: How David Banks Leveraged 3 IPOs
|
Oct 08, 2024 |
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074: My Framework on How to Build Wealth with Tech Equity From Equity to Exit
|
Oct 01, 2024 |
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073: Why I Chose to Build My Portfolio as a Business With Christopher Nelson
|
Sep 24, 2024 |
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072: An Intro to Due Diligence Process in Real Estate for New Investors with Hans Box
|
Sep 17, 2024 |
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071: 5 Lessons in Managing Wealth Effectively After Leaving a Tech Career
|
Sep 10, 2024 |
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070: Accelerate Financial Independence with Tech Equity - Christopher Nelson’s story
|
Sep 03, 2024 |
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069: Time Freedom Tips for a Balanced and Intentional Life with Christopher Nelson
|
Aug 27, 2024 |
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068: A Simple Guide to Travel Hacking with Julian Fung
|
Aug 20, 2024 |
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067: Building a Shareholder Mindset Steps for Tech Professionals
|
Aug 13, 2024 |
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066: Guide to Building Wealth with Equity Compensation for Private Companies
|
Aug 06, 2024 |
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065: Public Company Due Diligence for Tech Employees with Brian Feroldi
|
Jul 30, 2024 |
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064: Build Your Ideal Manager Avatar to Accelerate Career Growth
|
Jul 23, 2024 |
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063: Understanding Debt and Credit Funds with Michael Episcope
|
Jul 16, 2024 |
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062: Mobile Home Park Investments with Christopher Nelson
|
Jul 09, 2024 |
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061: Multifamily Market Trends 2024 with Michael Episcope
|
Jul 02, 2024 |
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060: The Power of Portfolio Income to Unlock Financial Freedom
|
Jun 25, 2024 |
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059: Tech Equity Fundamentals with Christopher Nelson
|
Jun 18, 2024 |
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058: Equity Compensation Strategies for 2024
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Jun 11, 2024 |
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057: Fund Your Start Up Using Your Tech Equity with Ryan Gallego
|
Jun 04, 2024 |
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056: Learning to Manage Tech Wealth with Fred DeWorken
|
May 28, 2024 |
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055: CASE STUDY Navigating Equity in Tech Companies with Fred Deworken
|
May 21, 2024 |
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054: RSU Strategies for Tech Professionals with Landon Loveall
|
May 14, 2024 |
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053: 10 Lessons from a A Year of Tech Career & Money Conversations
|
May 07, 2024 |
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052: Critical Money Lessons for Tech Employees with Landon Loveall
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Apr 30, 2024 |
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051: 5 Remote Work Insights for 2024 from Founder and Venture Capitalist
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Apr 23, 2024 |
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050: From Ambition to Action: Career Planning Insights with Mark Herschberg
|
Apr 16, 2024 |
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049: Navigating Career Growth: Expert Mentoring Strategies with Ritendra Datta
|
Apr 09, 2024 |
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048: Executive Branding 101: Strategies for LinkedIn Success
|
Apr 02, 2024 |
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047: Exploring Tech Careers in Europe: Amin Neeme's Perspective
|
Mar 26, 2024 |
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046: Using Radical Empathy to Lead and Live with Erin Deihl
|
Mar 19, 2024 |
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045: Five Essential Executive Skills in Tech Not Taught in School
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Mar 12, 2024 |
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044: Cracking the Code to Executive Roles: Expert Advice with Maya Grossman
|
Mar 05, 2024 |
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043: Building a Strong Team Not a Network: Unlock your Career Cadre
|
Feb 27, 2024 |
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042: Cash Flow Portfolio Mastery: Crafting a $256k Per Year Strategy
|
Feb 20, 2024 |
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041: Elevate Your Career: The Power of Executive Search Revealed
|
Feb 13, 2024 |
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040: Beyond Commissions: The Rise of the Fee Only Financial Advisor
|
Feb 06, 2024 |
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039: Fueling Financial Independence: Inside my Portfolio Investment Strategy
|
Jan 30, 2024 |
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038: Career Capital: Your Blueprint for Successful Equity Trading
|
Jan 23, 2024 |
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037: Tech Career Development in 2024: Navigating AI Challenges and Opportunities
|
Jan 16, 2024 |
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036: Trading for Equity: A Case Study in Leveraging Skills for Success or Quantifiable Results
|
Jan 09, 2024 |
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035: Navigating the Tech Landscape: Strategies for Leveraging Your Expertise
|
Jan 02, 2024 |
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034: Building Wealth Beyond Tech: An Entrepreneur's Private Equity Journey
|
Dec 26, 2023 |
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033: Strategic Giving for Long-Term Impact: Guide to Nonprofit Sustainability
|
Dec 19, 2023 |
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032: Equity in Action: Big Tech, Entrepreneurship, and Portfolio Building
|
Dec 14, 2023 |
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031: From PhD to Tech Leader: Unveiling Leadership Tactics in Big Tech
|
Dec 05, 2023 |
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030: Building an Investing Thesis: Strategies for Successful Seed Investments
|
Nov 28, 2023 |
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029: Two Generations of Women in Tech Leadership
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Nov 21, 2023 |
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028: Unveiling Investment Strategies of Family Offices
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Nov 14, 2023 |
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027: Tech Equity Explained - What You Need to Know to Get Started
|
Nov 07, 2023 |
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026: Tech Equity and Money: Revolutionizing Financial Freedom for Employees
|
Oct 31, 2023 |
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025: Unlocking CEO Skills: Emiliano’s Journey from Developer to CEO
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Oct 24, 2023 |
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024: Ben Fraser’s Journey: Growing Up with a Tech Dad to Private Equity Fund Manager
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Oct 17, 2023 |
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023: Mike Kim and the Power of Career Capital: Show Your True Value
|
Oct 10, 2023 |
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022: Jeremy Roll's Investment Strategies: From Corporate to Cash Flow
|
Oct 03, 2023 |
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021: Executive Transformation in Action: How Matt Doan Redefined Success and Balance
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Sep 26, 2023 |
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020: Alternative Investments Explained: SEC Regulations, Real Estate, and Building Wealth with Christopher Nelson
|
Sep 19, 2023 |
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019: Special Operations Leadership: How Quay Barnett Transformed Warfare Techniques into Business Success
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Sep 12, 2023 |
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018: Elevate Your Leadership: Exploring the Impact of 'Managing Yourself and Leading Others
|
Sep 05, 2023 |
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017: How to Build a Personal Brand and Coaching Business While in Tech
|
Aug 29, 2023 |
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016: Tech Employee’s W-2 Exit Blueprint: A Step-by-Step Guide to Financial Independence
|
Aug 22, 2023 |
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015: The Future of Retail Wealth Management: A Conversation with John Morrison
|
Aug 15, 2023 |
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014: The Power of Mindfulness to Overcome Burnout and Achieve High Performance: The Gautam Deviah Story
|
Aug 08, 2023 |
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013: The Power of Focus: How Maurice Philogene Achieved Financial Freedom Through Real Estate Investing
|
Aug 01, 2023 |
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012: How to Build a Personal Brand That Opens Doors: Insights from Belen Wagaw
|
Jul 25, 2023 |
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011: Exit Planning: How to Turn Your Start-Up Equity into an Alternative Investment Portfolio
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Jul 18, 2023 |
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010: How to Use Risk to Build Wealth with Tech Equity
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Jul 11, 2023 |
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009: The Remote Work Revolution: Darren Murph on the Future of the Workplace
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Jul 04, 2023 |
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008: Acquiring Equity through Critical Skills and Negotiation Strategies
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Jun 27, 2023 |
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007: Procurement Maverick: Building Equity in the Tech Industry
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Jun 20, 2023 |
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006: Maximizing Your Earnings in Tech: A Comprehensive Guide to Working for Equity
|
Jun 13, 2023 |
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005: Maximizing Your Tax Savings: Expert Tips on Leveraging a Tax Planner for Radical Reductions
|
Jun 06, 2023 |
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004: Mastering Money Mindset: Achieving Financial Success in Tech with Jenny W
|
May 30, 2023 |
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003: Leveraging IPOs as a Personal Wealth Strategy
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May 05, 2023 |
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002: From Tech Novice to Financially Independent: Lessons Learned
|
May 05, 2023 |
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001: Maximizing Tech Careers: Avoiding Burnout and Financial Mistakes
|
Mar 27, 2023 |
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Welcome to Managing Tech Millions!
|
Feb 21, 2022 |