Your Wealth Shapes More Than Your Net Worth ššØāš©āš§āš¦ Wealth isn't just about what you earnāit's about what you enable. In this episode, we explore the deeper purpose behind financial success: how wealth influences your familyās values, fuels long-term legacy, and creates impact far beyond your personal circle. Through toolsā¦
Culture Isnāt a PerkāItās the Growth Engine šš¼ What does a billion-dollar company feel like from the inside? In this episode, we explore how the culture at companies like Splunkāespecially during its IPO climbāfueled not just growth, but real excitement. It wasnāt ping-pong tables or free lunches. It was aā¦
Tailored for Legacy: Why Bespoke Wealth Management Matters šØāš©āš§āš¦š¼ Wealth isnāt one-size-fits-allāso why is most financial advice still built that way? For families with $1Mā$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 intergenerationalā¦
Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way! š§ If youāve built $1Mā$30M in tech wealth, youāre likely stuck in a financial gray zone: too complex for a single advisor, but not quite ready for aā¦
Beating the Market: Why Family Offices Outperform the S&P 500 šš What if your wealth strategy could double the market? Family offices have been quietly outperforming the S&P 500 over the past decadeānot by luck, but by design. While traditional advisors stick to public markets and one-size-fits-all models, family officesā¦
What If You Ran Your Wealth Like a Business? ššļø We donāt just earn wealthāwe build it. So why not manage it with the same strategy and discipline weād use to run a company? In this episode, we unpack the micro family office modelādesigned for individuals and families with $1Mā¦
Building Wealth on Your Terms: The Power of Self-Directed Strategy š”š° What happens when you have the wealthābut not the right guidance? Traditional wealth advisors often arenāt built for investors beyond the $1M mark. Thatās why more and more people are turning to self-directed wealth managementāa strategy born out ofā¦
Invest With Intention: How Family Offices Personalize Wealth š±š¼ What if your investments didnāt just grow your wealthābut reflected your values, too? Thatās exactly what family offices do. In this episode, we explore how family offices are rewriting the rules of investing by making it deeply personal. Whether itās backingā¦
Family Offices Do More Than Just Manage Money š¼āØ Think family offices are just about investing? Think again. š In this episode, we pull back the curtain on how family offices go far beyond traditional wealth management. Yes, they handle investmentsābut they also help families preserve legacies, minimize taxes, educateā¦
The 1800s Legacy That Changed Wealth Forever š°ļøš¼ Before there were financial advisors, hedge funds, or even 401(k)sā¦ there were family offices. And it all started in the 1800s with one iconic name: Rockefeller. š ļøš° In this episode, we take you back to 1882, when John D. Rockefeller created theā¦
How the Ultra-Wealthy Build Wealth That Lasts Generations šļø Ever heard of a family office? Itās not just a finance teamāitās a legacy machine. š In this episode, we uncover how the wealthiest families donāt just think in yearsā¦ they think in generations. A family office is their secret weapon:ā¦
Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way! š§ If youāve built $1Mā$30M in tech wealth, youāve outgrown traditional financial advice. In this critical episode, Christopher Nelson introduces the Micro Family Office model: a proven, scalableā¦
Unlock the Wealth Secrets of the Ultra-Wealthy šø Ever wondered how the ultra-wealthy manage to thrive even when the market takes a dip? Itās not just about stocks, bonds, and real estate anymore! š In our latest podcast episode, we break down how the richest individuals diversify their portfolios beyondā¦
š„ "You say you want growth... but are you ready to get uncomfortable?" Everyone wants a better lifeāmore freedom, more passion, more happiness. But hereās the truth: Nothing changes if you stay comfortable. In this episode, we dive into the real work of personal growth: ā Why wanting change isnātā¦
š¬ "Growing up, we were told: 'Don't talk about money.' So... we didnāt." But hereās the thing: staying silent about finances doesnāt protect usāit keeps us stuck. In this episode, weāre breaking the taboo and talking openly about why discussing money matters. šø Why treating your wealth like a businessā¦
š§ āAt first, I did everything myselfā¦ and it almost broke me.ā In this episode, we unpack a major mindset shift that separates growing businesses from the ones that stall out: the move from DIY to delegation. At the beginning, wearing every hat feels nobleābudget-friendly, scrappy, resourceful. But eventually, tryingā¦
šļø āI hit a millionāand everything changed.ā At first, it was all about the classic 60-30-10 mix. You know the oneāstocks, bonds, a bit of cash. Safe. Smart. The golden rule for the middle class. But once you cross that 7-figure mark, the old rules? They donāt hit the same.ā¦
šļø Youāre the CEO... but whoās on your team? Most people treat financial planning like setting up a crockpotātoss in a few things, walk away, and hope it turns out okay. But the ultra-wealthy? They treat their money like a business. They know theyāre the CEO of their portfolioāand CEOsā¦
Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way! š§ Tech wealth is boomingābut most new millionaires are stuck in survival mode. In this foundational episode, Christopher Nelson unveils the five money mindset shifts that separate theā¦
šļø This is how the ultra-wealthy think differently about moneyā¦ Most people build wealth for themselves. But the truly wealthy? Theyāre building something much bigger. š In this episode, we dive into the secret behind how legacy families approach wealthānot just as a number in the bank, but as aā¦
š If you canāt explain it, should you really be investing in it? Warren Buffett once said he only buys into businesses he could hold even if the market shut down for 10 years. Thatās not just disciplineāitās a mindset shift. In this episode, we dig into one of theā¦
š° Cash isnāt lazy. Itās strategic. In a market thatās always moving, holding cash might look like you're standing stillābut in reality, youāre just waiting for the right moment to pounce. In this episode, we unpack the underrated power of cash. Not as dead weight, but as a weaponāsomething thatā¦
šļø You donāt need to beat the market. You just need to outlast it. Picture this: the market dips. Again. Your feedās on fire with hot takes. Fear kicks in. Do you sell? Wait it out? Freeze? In this episode, we talk about the mindset that separates the anxious investorsā¦
š§ Ever felt like your portfolio is a puzzleāand you're not sure if the pieces still fit? Imagine you're the CEO of your own portfolio. Every investmentāstocks, real estate, VC plays, even those debt fundsāis a team member. Some bring explosive growth, others offer steady income, and a few justā¦