Podcast Episodes
Back to Search141: 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…
9 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…
9 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…
9 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
-
Every y…
9 months, 4 weeks 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…
10 months 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…
10 months, 1 week 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…
10 months, 2 weeks ago
134: $10K monthly cash flow from a $1.5M portfolio, here’s how…
What if I told you that a $1.5M portfolio could generate $120K a year in income… pay less than $10K in taxes… and never require you to sell a single …
10 months, 3 weeks ago
133: Have $1M+ Net Worth? Here's How To Turn It Into a Cash Flow Machine
If your net worth is over $1 million, I’m about to show you how the ultra-wealthy turn their portfolios into cash flow machines—and why your financia…
11 months ago
132: How the top 0.01% invest their money (and how you can copy them)
🔴 Free LIVE Workshop - Dec 17th at 6pm ET / 9pm PT
Learn how to architect your own "Micro Family Office". Apply at https://dub.sh/wealthops
Did you …
11 months, 1 week ago