Podcast Episodes

Give me 50 sec... you'll never look at your financial advisor the same

Most people think they're in charge of their money. They're not.

If you have a financial advisor telling you what to buy, when to worry, and what your…

4 months, 2 weeks ago

SpaceX IPO Is Minting Overnight MILLIONAIRES — Here's 7 Decisions you MUST Make

SpaceX is about to mint 160 new millionaires — and most of them will get this wrong

You think the big decisions come after the money hits. You're wron…

4 months, 3 weeks ago

5 Counter-Intuitive Investing Principles That Helped Me Retire at 51

I Retired at 51 Without Following the 4% Rule

Most people are handed the same retirement playbook: hire an advisor, diversify your stocks, withdraw 4%…

5 months ago

Family Office CEO Ranks Every Income Investment BEST to WORST (For $1M–$10M Portfolios)

Most first-gen millionaires I meet have a portfolio that looks the way mine did 14 years ago — over-concentrated in growth stocks. That works when ma…

5 months, 1 week ago

Build a Micro Family Office From Scratch (7 steps)

If your wealth feels disorganized, it's not because you've made bad investments. It's because nobody ever taught you the part that actually matters o…

5 months, 2 weeks ago

The Most Misunderstood Aspects of Covered Call ETFs

For the past five years, my portfolio has generated over $200,000 a year in income — and until recently, none of it came from covered call ETFs. That…

5 months, 3 weeks ago

I stopped investing when I learned this...

You crossed the million-dollar mark. The returns look good. Your advisor says you're on track. And yet, something still feels off.

I've been there. Af…

5 months, 4 weeks ago

Build a $25K/Month Income Portfolio (Without Being a Landlord)

Most high-net-worth portfolios look great on paper — and generate almost nothing in monthly income. Not because the assets are bad. Because they were…

6 months ago

What it REALLY costs to run a Family Office

You've probably seen the headlines: family offices cost $500K, $2M, even $3M a year to operate. If that made you write off the whole idea — I get it.…

6 months, 1 week ago

152: Have $1M–$30M? Here Is EVERY Income Asset You Should Consider

🔴 Free LIVE Workshop - April 1st at 8pm ET / 5pm PT⁣⁣

Learn how to architect your own "Micro Family Office". Apply at https://dub.sh/wealthops

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Mo…

6 months, 2 weeks ago