👉🏼 Ready to take action? Join me for the WealthOps way: https://www.wealthops.io/?utm_source=youtube&utm_medium= 👉🏼 Follow me on LinkedIn: https://www.linkedin.com/in/christophercnelson/ A few years ago, I was stuck in what I now call the "$1M Tech Salary Trap." I was climbing the ladder, chasing promotions, stock options, and high-paying roles—but I was also…
👉🏼 Subscribe to my newsletter: https://managingtechmillions.com/?utm_source=youtube&utm_medium= 👉🏼 Ready to take action? Join me for the WealthOps way: https://www.wealthops.io/?utm_source=youtube&utm_medium= 👉🏼 Follow me on LinkedIn: https://www.linkedin.com/in/christophercnelson/
👉 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 For years, I chased the dream that everyone told me would bring happiness—big title, high salary, working at the top of my industry…
👉🏼 Subscribe to my newsletter: https://managingtechmillions.com/?utm_source=youtube&utm_medium= 👉🏼 Ready to take action? Join me for the WealthOps way: https://www.wealthops.io/?utm_source=youtube&utm_medium= 👉🏼 Follow me on LinkedIn: https://www.linkedin.com/in/christophercnelson/
👉🏼 Subscribe to my newsletter: https://managingtechmillions.com/?utm_source=youtube&utm_medium= 👉🏼 Ready to take action? Join me for the WealthOps way: https://www.wealthops.io/?utm_source=youtube&utm_medium= 👉🏼 Follow me on LinkedIn: https://www.linkedin.com/in/christophercnelson/ #wealthmanagement #financialfreedom #managingtechmillions
👉🏼 Subscribe to my newsletter: https://managingtechmillions.com/?utm_source=youtube&utm_medium=6_skills 👉🏼 Ready to take action? Join me for the WealthOps way: https://www.wealthops.io/?utm_source=youtube&utm_medium=6_skills 👉🏼 Follow me on LinkedIn: https://www.linkedin.com/in/christophercnelson/ --------------------------------------------------------------------------------------- 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…
💡 He wasn’t bad with money—he was just unsure where it was all going. Every month, he saved a little, spent a lot, and hoped it would all work out in the end. But deep down, he knew something was missing: clarity. In this episode, we talk about the moment…
🕰️ He was winning at business... but losing time. Every quarter, his numbers looked great — revenue was up, clients were happy, and his team was humming along. But his own wealth? It was on the back burner. Pushed aside for “later.” Sound familiar? In this episode, we explore how…
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 with our Free Master Class - The WealthOps Way! 🎧 If you're drowning in spreadsheets, unsure what…
🔥 In a fast-moving startup, one person coasting can throw the whole team off track. That’s the reality many leaders face — and it’s tougher than you think to call someone out without killing morale. But accountability? It’s the glue that keeps high-performance teams together. In this episode, we dive…
🧾 “Meh.” That’s how 90% of people describe their tax advisor. Wild, right? Imagine trusting someone with thousands—maybe millions—of your dollars… and walking away feeling underwhelmed. But here’s the truth: most people settle. \ They treat tax prep like a checkbox instead of the strategic, wealth-building opportunity it really is.…
💼 He realized his real job wasn’t at his desk… it was at his kitchen table. All those years chasing promotions and building a career were important—but one day, he looked around and asked himself: What am I really building this for? That’s when everything shifted. Instead of thinking about…
🌟 Measure Success: How Smart Families Make Smarter Investments 🌟 Imagine running a business without tracking your results. No revenue reports. No customer feedback. No idea what’s working. Now ask yourself: are you treating your family’s investments the same way? In today’s episode, we explore a powerful truth: you can’t…
🌟 Define Your Money’s Purpose: The First Step to Financial Freedom 🌟 💬 “What do you actually want your money to do for you?” That question stopped one of our listeners in their tracks—and it might just do the same for you. So many of us hustle, save, invest… but…
🌟 Clarity before Capital Allocation: Why Strategy Comes First in Financial Success! 🌟 Ever feel like you're spinning your wheels with financial decisions? 🤔 It happens when we act without a clear plan. But here's the truth: before you allocate any capital, you need clarity! In the fast-paced world of…
💸 Income vs. Wealth: What's the Real Difference? 🏰 Imagine you’re building a fortress. 🏰 Not with bricks or stone, but with smart financial moves that last a lifetime. While income can get you by today, it’s wealth that secures your future. 🔒 In our latest podcast, we dive into…
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 Free Master Class - The WealthOps Way! 🎧 If your financial life feels more like a patchwork of spreadsheets than a cohesive system,…
Why Structured Investments Are a Tax Optimizer, Not Just a Wealth Builder 🧾📈 Most investors focus on returns before taxes. But savvy families and professionals know that after-tax returns are what truly build lasting wealth. In this episode, we unpack how structured investments—especially when managed within a micro family office—can…
When Wealth Has Purpose, Culture Becomes Legacy 🌱💰 We often think of wealth as numbers in an account or assets on a spreadsheet—but what if it could be something more? Something transformative? In this episode, we explore how purposeful wealth doesn't just grow accounts—it grows people, values, and culture. Drawing…
Wealth Management Should Be Enjoyable—For You and Your Advisor 😊💼 Managing money doesn't have to be stressful, robotic, or buried in spreadsheets. In fact, the best wealth management experiences come from human connection, not complex algorithms. In this episode, we break down why the real art of wealth management isn’t…
Why Goal-Oriented Investors Win by 15% More 📈🎯 Investing without a goal is like sailing without a compass—you might move, but not in the direction you actually want. In this episode, we dig into one of the most underrated truths in personal finance: goal-oriented investing outperforms non-goal-based strategies by up…
Your Wealth Shapes More Than Your Net Worth 🌍👨👩👧👦 Wealth isn't just about what you earn—it's about what you enable. In this episode, we explore the deeper purpose behind financial success: how wealth influences your family’s values, fuels long-term legacy, and creates impact far beyond your personal circle. Through tools…
Culture Isn’t a Perk—It’s the Growth Engine 🚀💼 What does a billion-dollar company feel like from the inside? In this episode, we explore how the culture at companies like Splunk—especially during its IPO climb—fueled not just growth, but real excitement. It wasn’t ping-pong tables or free lunches. It was a…
Tailored for Legacy: Why Bespoke Wealth Management Matters 👨👩👧👦💼 Wealth isn’t one-size-fits-all—so why is most financial advice still built that way? For families with $1M–$30M in assets, bespoke wealth management through a micro family office offers a smarter, more personal approach. From custom investment strategies to estate planning and intergenerational…