Podcast Index

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Managing Tech Millions

Éducation

Managing Tech Millions

Christopher Nelson

1B+ Family Office CIO: "Before You Invest a Dollar, DO THIS!"

July 07, 2026 8:00am 38 min

Most first-generation wealth builders make the same move: they cross the million-dollar threshold and immediately ask "where should I invest?" That question is the trap. And it's costing you more than you realize.In this...

Family Office CEO Ranks Every Income Investment BEST to WORST (For Experienced Investors)

June 30, 2026 8:00am 16 min

I Ranked Every Income Investment, Best to Worst — One Popular Pick Got an FMost income advice gets one thing backwards: it ranks investments as if there's a single right answer for everyone. There isn't.So I did somethin...

5 Mistakes To Avoid When Buying Your Next Covered Call ETF

June 23, 2026 8:00am 11 min

The Truth About Covered Call ETFs Nobody Tells YouCovered call ETFs might be the most blindly bought income product on the market right now. And almost everyone picks the same way: they chase the biggest yield number on ...

Have $1M–$30M? Here's How to Grow, Protect, and Pass It Down (7 Steps)

June 16, 2026 6:00am 9 min

You're Too Big for the App—and Too Small for the Family OfficeIf your net worth sits somewhere between one and thirty million dollars, you're stuck in a place nobody built for you. Too big for the retail app on your phon...

You NEED a Micro Family Office (if you have $1M-$30M NW)

June 09, 2026 8:00am 15 min

You Don't Need a Better Advisor. You Need a Better Structure.As your wealth grows — one million to two, two to five — you outgrow your financial advisor. So you go hunting for a unicorn: the one advisor who'll finally ge...

Give me 50 sec... you'll never look at your financial advisor the same

June 02, 2026 8:00am 1 min

Most people think they're in charge of their money. They're not.If you have a financial advisor telling you what to buy, when to worry, and what your goals should be — and you're nodding along — you're not running your w...

SpaceX IPO Is Minting Overnight MILLIONAIRES — Here's 7 Decisions you MUST Make

May 26, 2026 8:00am 9 min

SpaceX is about to mint 160 new millionaires — and most of them will get this wrongYou think the big decisions come after the money hits. You're wrong — and that misunderstanding is what costs first-generation wealth bui...

5 Counter-Intuitive Investing Principles That Helped Me Retire at 51

May 19, 2026 8:00am 14 min

I Retired at 51 Without Following the 4% RuleMost people are handed the same retirement playbook: hire an advisor, diversify your stocks, withdraw 4% a year, and hope the market cooperates.I followed none of it. And I wa...

Family Office CEO Ranks Every Income Investment BEST to WORST (For $1M–$10M Portfolios)

May 12, 2026 8:00am 16 min

Most first-gen millionaires I meet have a portfolio that looks the way mine did 14 years ago — over-concentrated in growth stocks. That works when markets are ripping. It breaks the moment you actually need the portfolio...

Build a Micro Family Office From Scratch (7 steps)

May 05, 2026 8:00am 10 min

If your wealth feels disorganized, it's not because you've made bad investments. It's because nobody ever taught you the part that actually matters once you've made the money.Every book, every podcast, every advisor obse...

The Most Misunderstood Aspects of Covered Call ETFs

April 28, 2026 8:00am 15 min

For the past five years, my portfolio has generated over $200,000 a year in income — and until recently, none of it came from covered call ETFs. That changed. As I went deep into the research — comparing strategies, brea...

I stopped investing when I learned this...

April 21, 2026 8:00am 10 min

You crossed the million-dollar mark. The returns look good. Your advisor says you're on track. And yet, something still feels off.I've been there. After my first IPO, I sat down with Morgan Stanley and they handed me a c...

Build a $25K/Month Income Portfolio (Without Being a Landlord)

April 14, 2026 8:00am 8 min

Most high-net-worth portfolios look great on paper — and generate almost nothing in monthly income. Not because the assets are bad. Because they were never architected for that purpose.I spent years learning this the har...

What it REALLY costs to run a Family Office

April 07, 2026 6:00pm 9 min

You've probably seen the headlines: family offices cost $500K, $2M, even $3M a year to operate. If that made you write off the whole idea — I get it. I would have too.But those numbers only tell part of the story.I've be...

152: Have $1M–$30M? Here Is EVERY Income Asset You Should Consider

March 31, 2026 4:57pm 18 min

🔴 Free LIVE Workshop - April 1st at 8pm ET / 5pm PT⁣⁣Learn how to architect your own "Micro Family Office". Apply at https://dub.sh/wealthops⁣- ⁣ ⁣Most investors in the $1M–$30M range are using one or two income assets.T...

151: Building a Micro Family Office in 2026? You NEED These 7 Components

March 24, 2026 9:23pm 8 min

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the fo...

150: What is a Micro Family Office (And Is It Right For YOU)

March 17, 2026 6:15pm 7 min

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the fo...

149: Build your own MICRO FAMILY OFFICE in 2026 — Here's How...

March 10, 2026 6:13pm 11 min

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the fo...

148: How The 0.1% Structure Their "Unconventional" Portfolios

March 03, 2026 5:12pm 10 min

Have you ever wondered how the wealthiest investors structure their portfolios? In this week’s episode, I break down the actual portfolio composition of the top 0.1% of investors — and why their approach is fundamentally...

147: How Every Familly Office Operates (7 Components Explained)

February 24, 2026 3:26pm 13 min

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the fo...

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