Episodes

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, ...

What if I told you that your current portfolio strategy could be costing you up to $135,000 per year ? That’s right. In episode, I’ll show you how you can turn a $3 million portfolio into a steady income of $240,000 a year , ...

👉🏼 Ready to take action? Join me for the WealthOps way: https://www.wealthops.io/ What if your next job offer wasn’t just about a bigger paycheck but a life-changing wealth opportunity? In this episode, I’ll share how I built...

Last summer, I spent six amazing weeks in Europe with my family — no Zoom calls, no emergencies, no distractions. That experience wasn’t just a vacation; it was proof that I had successfully transitioned from being a scattere...

For years, I chased the dream that everyone told me would bring happiness—big title, high salary, working at the top of my industry in New York City. In 2016, I had it all: I was the Chief Information Officer, working on Madi...

I didn’t wake up one day saying, “I’m going to start a micro family office.” What really happened was — after an IPO —I suddenly found myself a multimillionaire on paper, and completely lost when it came to managing that weal...

Episode 107: Building Financial Flow: Inside the WealthOps Run Cycle Discover how to turn your financial overwhelm into calm, confident action using the Run Cycle—the operating rhythm of a high-functioning Micro Family Office...

Episode 106: WealthOps the Accelerator to Building Your Micro Family Office Discover how to design your wealth like a product, implement it like a startup, and build a scalable Micro Family Office in just 12 weeks with our Fr...

Episode 105: 5 Advantages of Starting Your Own Micro Family Office Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way ! 🎧 If you’ve buil...

Episode 104: The Micro Family Office Strategy to Run Your Portfolio as a Business Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way ! 🎧...

Episode 103: The 5 Money Mindset Secrets of the Ultra High Net Worth Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way ! 🎧 Tech wealth ...

Episode 102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis 🎧 Feeling anxious about the market drop? This episode is your guide to transforming panic into purpose with the mindset of a Portfolio CEO. Discover how t...

Episode 101 : Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose 🎧 Ready to transform how you think about wealth and legacy? Tune in to this episode for powerful insights on raising grounded kids in a world of...

Episode 100: Family Office Tactics for Small Portfolios with Ron Diamond 🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way ! Host: Christopher Nelson Gue...

Episode 99: Master Industrial Real Estate Diversification with Ben Fraser 🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way ! Host: Christopher Nelson Gu...