Episodes

Crossing the $1 million net-worth mark should feel like leveling up—but for most high earners, it’s the moment when traditional wealth management stops working. Advisors keep offering the same 60/40 portfolio they give to som...

For more than 1,400 years, the world’s wealthiest families have used a structured system to preserve, protect, and grow their wealth across generations. From the major-domos of the 6th century to the Rockefellers in the 1880s...

What if I told you that a $1.5M portfolio could generate $120K a year in income… pay less than $10K in taxes… and never require you to sell a single asset? In this video, I break down the exact Evergreen Portfolio model I per...

If your net worth is over $1 million, I’m about to show you how the ultra-wealthy turn their portfolios into cash flow machines—and why your financial advisor will likely never teach you this. Most traditional advisors will p...

🔴 Free LIVE Workshop - Dec 17th at 6pm ET / 9pm PT⁣⁣ Learn how to architect your own "Micro Family Office". Apply at https://dub.sh/wealthops ⁣ Did you know that investors with over $20 million allocate only 23% of their port...

I made $3.3 million in five minutes during my first IPO. Six months later, I was lying in bed, staring at the ceiling, completely overwhelmed. I had always believed that seeing seven figures in my bank account would bring fre...

If you think hitting $1 million means you’re financially free, think again. That might’ve been true in 1980, but today? That barely puts you in the top 10% of net worth in America—and it’s not enough to stop working. In today...

The Truth About Investing: Why Trusting Your Gut and Doing More Research Won’t Work Hi, I’m Christopher Nelson. After growing my portfolio to over $8 million while living off the cash flow, I’m here to share the real truth ab...

A few years ago, I stood at a crossroads with my portfolio. Option one: do what most people do—dump it all into index funds and ETFs, hope the market performs, and wait 30 years. Option two: deploy capital like the wealthy do...

In 2012, I watched my net worth jump by $3 million in just minutes after my company went public. I should’ve been celebrating—but instead, I was overwhelmed. What was I supposed to do with this money? I assumed the experts at...

Becoming a millionaire overnight doesn’t mean you automatically know how to manage wealth. In this video, I break down the 4 biggest mistakes new millionaires make—and how to avoid them. After my IPO at Splunk, I realized the...

If you've built a seven — or even eight-figure net worth but still find yourself approaching wealth with a middle-class mindset, you're not alone — and it’s costing you. I’ve worked with countless high earners who’ve mastered...

Most people don’t realize this, but the same wealth strategy that helps you build your first $100K is exactly what holds you back at $1M. And once you hit $5M? That strategy can actually become a risk. In this episode, you'll...

Every year, headlines spark outrage when names like Donald Trump, Jeff Bezos, Elon Musk, Michael Bloomberg, and George Soros appear alongside one shocking number: $0 in federal income taxes. Most people assume this must be il...

If your net worth is between $1M and $30M, chances are you’re stuck in the financial dead zone. You’ve outgrown basic financial advice, but you're still not being served by the exclusive strategies reserved for ultra-wealthy ...

There are 70 million millionaires in the world — but only about 30,000 qualify for a single family office with a $100M minimum. That means 99.95% of millionaires are either stuck in the wrong wealth management system or don’t...

👉 Have $1-$30m net worth and want to run your wealth like a business? Click here to learn how to build your own "micro family office": https://wealthops.io 70% of wealthy families lose everything by the second generation. I c...

Eight years ago, I was stuck in a Manhattan office despite having millions in the bank. Today, I’m unemployed by choice because my portfolio—40% private equity—covers all my living expenses. But before you jump into private e...

What if you could generate over $250,000 in annual income from a $3 million portfolio — without selling assets and paying less than $10,000 in taxes? That’s exactly what I’ve structured through the Evergreen Income Framework ...

Most people spend their entire careers chasing higher salaries. I used to be one of them—until I realized I was playing the wrong game. Wealth isn’t built through salary alone. It’s built through equity. In this episode, I’ll...

Did you know that you might already qualify as an accredited investor —but no one ever told you what that actually means or how to take advantage of it? I used to think that growing wealth meant sticking to index funds and st...

Most people talk about passive income like it's a magic solution: do something once, and money just keeps rolling in. But the reality is a lot more complex — especially when it comes to how different types of income are taxed...

If you're looking for a way to replace your paycheck—whether it's $150K or $200K a year—with consistent income from investments, you're in the right place. I want to share how I personally made that transition using private e...

Have you ever wondered how the ultra-wealthy consistently earn 15% to 25% returns while most investors settle for just 7% to 10% from stocks and index funds? This content dives deep into private equity investing —what it is, ...