About this podcast
Welcome to Managing Tech Millions!
http://www.managingtechmillions.com/ is where you could hang out with experienced tech industry executives, ask them about career growth, equity compensation, money, investing, financial strategies, and more; then take an insight or two to guide your own career and lifestyle?
That’s what we do each week on Managing Tech Millions. Hosted by Christopher Nelson –– author, tech exec, and Principal and Co-Founder of Wealthward Capital –– every episode is an in-depth look at how to navigate tech careers in hyper-growth companies, select the right companies to work for, earn equity, and build a passive income portfolio.
The goal is to give you the information you need to grow your career, build wealth, and make an impact!
Episodes
The newest 20 of 183 episodes
- Wealthy Families Say No to Most Investments. Here's Their Filter. · 11 minFor years, I asked one question about every investment: will this grow my wealth? Friends brought me public companies. Old coworkers brought me startups. Cold emails showed up…
- Is a Micro Family Office Worth It at $5M? An Honest Answer · 12 minIs a Micro Family Office Worth It at $5 Million? When I passed $5 million in net worth, I had a house, private equity investments, a portfolio I was starting to build, and an…
- At $5M, the Rules Change. Nobody Teaches You the New Ones. · 13 minAt five million dollars, everyone tells you you’ve won. That you can rest easy. That’s not what it felt like to me. When my company went public in 2012, I had multiple seven…
- Micro Family Office Explained SIMPLY · 10 minToo Wealthy for Generic Advice. Too Small for a Family Office. Building wealth is one skill. Managing it across investments, taxes, legal structures, and generations is an…
- The Micro Family Office Strategy To Manage Your Wealth Like a Business · 10 minYou're great at growing your wealth. You earned the equity, maybe rode an IPO, and watched the number climb. Now ask yourself how you manage it. If you're where I was, the answer…
- 7 Components of Every FAMILY OFFICE (explained simply) · 14 minMost people think a family office only makes sense once you have $100 million. The right structure makes it work at $1 million. I spent 10 years studying how the ultra-wealthy…
- $500K into INCOME investments, here's how I allocated it... · 18 minWhat I'd Do Differently With My First $500,000 Between 2013 and 2018 I deployed $530,000 across nine investments while I was still working full time in tech. It worked. That…
- How to Start a Micro Family Office FROM SCRATCH (3 Steps) · 12 minIf you're sitting on $1 to $30 million, the wealth management industry has left you stranded. You've outgrown basic personal finance advice. You're not rich enough for the family…
- $20K monthly cash flow from a $3M portfolio, here’s how… · 13 minMost advisors hand you the same plan. Accumulate for 30 years, then withdraw 4% a year and hope the math holds. I ran that plan through real numbers in this video: the taxes, the…
- Have $1M-$30M? DON'T use the 4% rule · 14 minIn 2012 I had millions in the bank and no income strategy. Every advisor told me the same thing: 60/40 portfolio, 4% rule, you're set for life. Then I went and read the research…
- Already Have $1M? Here's How to Get to $10M · 11 minIn 2012 my company IPO'd and I watched my net worth go up $3 million in a matter of minutes. A few days later I sat down with a Morgan Stanley advisor expecting a playbook. I got…
- Family Office CEO Explains How To Start Your Own (Without Needing $100M+) · 9 minYou Don't Need $100M to Run a Family Office If your net worth sits between one and thirty million, you already have investments. What you're missing is the system that grows…
- Have $1M–$30M? Your Family Will Probably Lose It — Here's How to Fix That · 8 minMost first-generation wealth doesn't survive the handoff. The investments were usually fine. The problem is that everything holding it together lives in your head. The strategy…
- Protecting Your Wealth Is Hard Until You Focus on These 4 Tasks · 10 minThe moment your wealth becomes worth protecting is the exact moment the financial industry stops serving you. Too complex for retail advice. Too small for the family office built…
- The Kind of Portfolio That Makes You Immune to Market Swings · 11 minMost retirement advice tells you to survive market swings with more diversification, more bonds, more cash on the sidelines. I'm going to show you why that entire premise is…
- 99% of Wealthy Families Don't Know How to Protect, Grow, and Pass Down their wealth · 9 minIf you have between one and thirty million dollars, you've probably done what almost everyone does: handed it to an advisor, paid the fee, and hoped the money outlasts you…
- 1B+ Family Office CIO: "Before You Invest a Dollar, DO THIS!" · 38 minMost first-generation wealth builders make the same move: they cross the million-dollar threshold and immediately ask "where should I invest?" That question is the trap. And it's…
- Family Office CEO Ranks Every Income Investment BEST to WORST (For Experienced Investors) · 16 minI Ranked Every Income Investment, Best to Worst — One Popular Pick Got an F Most income advice gets one thing backwards: it ranks investments as if there's a single right answer…
- 5 Mistakes To Avoid When Buying Your Next Covered Call ETF · 12 minThe Truth About Covered Call ETFs Nobody Tells You Covered call ETFs might be the most blindly bought income product on the market right now. And almost everyone picks the same…
- Have $1M–$30M? Here's How to Grow, Protect, and Pass It Down (7 Steps) · 9 minYou're Too Big for the App—and Too Small for the Family Office If your net worth sits somewhere between one and thirty million dollars, you're stuck in a place nobody built for…
