Episode Details

Pascal Wagner interviews Christopher Nelson about how accredited investors can position their portfolios for 2026 while balancing income, growth, and capital preservation. They unpack the realities of living off portfolio income, including rising healthcare costs, taxes, and the importance of clean financial reporting across entities. Pascal shares how his family’s annual expenses increased significantly once depreciation benefits tapered off, prompting a strategic review of asset allocation and liquidity needs

Christopher explains how he runs his micro family office like a business, using a structured “evergreen” framework that assigns every dollar a job: growth, income, or capital preservation . He outlines his income pyramid approach, blending qualified dividend ETFs, covered call ETFs, private credit, and real estate to create more resilient cash flow. The conversation also explores position sizing, treasury strategies, gold versus silver, international diversification, and the importance of a personal board of advisors when making large allocation decisions.

Christopher Nelson
Current role: Founder, WealthOps
Based in: Austin, Texas
Say hi to them at: https://wealthops.live | https://www.youtube.com/@managingtechmillions | https://www.linkedin.com/in/christopher-nelson-wealthops/

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Podcast production done by⁠ ⁠Outlier Audio⁠

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