Podcast Episodes
Back to Search144: Have $1M-$30M? Here’s How To Retire in 12 Months
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 fr…
4 months, 1 week ago
143: How to ACTUALLY Start a Micro Family Office in 2026
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 fr…
4 months, 3 weeks ago
142: How 8% Returns Beat 12% Returns (Structured Alpha Explained)
How can an 8% return outperform a 12% return over time?
The answer has nothing to do with taking more risk, and everything to do with what you actuall…
5 months ago
141: 5 Reasons You Should Not Start a Micro Family Office
Most people listenins to this episode should not build their own wealth management infrastructure. And hearing that upfront might save you from a ver…
5 months, 1 week ago
140: How to Retire at 51 Instead of 67
At 51, I walked away from a tech executive career with $6M, not because I had “enough,” but because my portfolio generated income while continuing to…
5 months, 2 weeks ago
139: Have $1M-$30M? DON'T use the 4% rule
Four years ago, one decision changed everything. Walking away from a tech executive career at 51 looked reckless from the outside—especially when the…
5 months, 3 weeks ago
138: 3 BIG changes I'm making to my $8M portfolio in 2026
🔴 Free LIVE Workshop - Jan 7th at 8pm ET / 5pm PT
Learn how to architect your own "Micro Family Office". Apply at https://dub.sh/wealthops
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Every y…
6 months ago
137: Here's how I turned $3M into $200K/yr cash flow
In 2012, 97% of one portfolio was tied to a single stock—a position that felt incredible when the market was up and terrifying when it wasn’t. Tradit…
6 months, 1 week ago
136: Have $1M-$30M? You Need a Micro Family Office
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 sto…
6 months, 2 weeks ago
135: What is a Micro Family Office
For more than 1,400 years, the world’s wealthiest families have used a structured system to preserve, protect, and grow their wealth across generatio…
6 months, 3 weeks ago