Graduate corporate life for entrepreneurial freedom — without jeopardizing your income or family 💚 | Pod: UncageYourself.FM 🎧

Directors. VPs. Executives.
Ready to go Corporate → Founder in ONE Year?

This is the smart path out — without blowing up your life.

We help corporate veterans turn their employer into an investor, compress their job by 50%, and launch a 1-of-1 premium business.

Corporate becomes a short-term asset — not a lifelong trap.

The system is called Corporate Graduation™.
And it works.

You’ve built a strong corporate life. But you’re likely facing 2+ of these:

1) Your time isn’t yours.
2) Work consumes everything.
3) Family & health get leftovers.
4) You’re just going through motions.
5) You know you’re meant for more — but have no idea what.

It’s costing you — emotionally, physically, financially.
You feel stuck. Fading.

That was me.
Divorced. Burnt out.
Later — remarried, rebuilt, and free.

I made my employer my investor.
Cut hours in half.
Launched a business around my genius.
Graduated corporate life — forever.

Now I help others do the same.

Corporate Graduation™ is the system.
165+ have used it to:

✅ Compress their job into 20 hours/week
✅ Exit with runway, not regret
✅ Build a premium service business that reflects who they are
✅ Create leverage through proprietary IP, not more hours

This is how you build your founder future — without burning bridges.

This isn’t about dabbling.
It’s about reclaiming your life.
For your family. Your future self. Those you’re meant to serve.

No “passive income” BS.
Just active transformation — with revenue, clarity, and agency.

Ready to graduate?

👉 DM me “GRADUATE.”

Matt Doan

I left corporate 4 years ago.

Here’s what actually changed:

1) Mondays have energy again.
I wake up early because I want to. Not out of discipline or obligation, but out of genuine excitement for the week ahead. That feeling was gone for years in corporate. Now it’s normal.

2) The Sunday dread disappeared.
That quiet weight that used to settle in by Sunday afternoon — the sense of re-entering a system that didn’t fit — lifted once I started building something I actually owned.

3) My wife became my partner — in a new way.
Cecilia and I now talk about clients, strategy, and impact together. We’re building something side by side. Corporate never could have offered that, and it’s deepened our marriage in ways I didn’t anticipate.

4) My kids see a different version of me.
They see energy instead of depletion. Engagement instead of exhaustion. They’re watching what it looks like to build something you care about... not just talk about it.

5) My health followed my work.
When work creates energy instead of consuming it, everything else responds. Sleep improved. Stress dropped. At 41, I have more capacity than I did at 35.

6) I’m building skills that compound.
Psychology. Sales. Marketing. Persuasion. Category design. These aren’t corporate skills. They’re human skills. They don’t expire when roles or markets change.

7) I finally understand who I am.
Not my title. Not my employer. Me. The founder path forced me to confront things I could avoid for years in corporate. On the other side was clarity I never found climbing the ladder.

This isn’t about hating corporate.

Corporate gave me my Career Capital:
judgment, pattern recognition, credibility.

But it couldn’t give me ownership.

That required a different structure.

---

For those who've outgrown their container.
Jan 19 → https://lnkd.in/esvq8nuY

I messed up a lot in 2025.

9 mistakes shaping everything in 2026:

It's been four years since I left BCG. Four years building Corporate Graduation™. This year made one thing clear: being a founder isn't a career — it's a complete reconstruction of how you live.

Here's my honest accounting:

IDENTITY MISTAKES

1) Positioning to be the authority instead of being it.
I kept "getting ready." Waiting for permission that was never coming. Authority isn't granted — it's declared. In 2026, I'm done preparing. I AM the authority in my space.

2) Tolerating small stages and obscurity.
I've been playing too small. Nothing remarkable is done alone — I need multiplier partners. Stages that reach millions, not hundreds. I've talked about "going big" but haven't truly lived it. Obscurity isn't noble — it's a bottleneck.


FOCUS & ENERGY MISTAKES

3) Saying yes to too many things.
Scattered focus = scattered results. I know this. I teach this. I still violated it. Every diluted yes was a no to what actually mattered.

4) Being distracted around my family.
My wife and four kids deserve my presence, not just my proximity. Too often I was physically there, mentally elsewhere. Unfinished tasks follow you into the evening. In 2026: fewer priorities, cleaner endings, real presence.


RESOURCE MISTAKES

5) Not asking enough of my team, coaches, mentors.
I invested tens of thousands in people who could help me — but didn't nearly extract the full value. I made too many excuses to myself.

6) Over-investing but under-implementing.
I was a collector of insights instead of an executor. The gap between what I know and what I do became too wide. In 2026, implementation is what matters.

7) Being too ad hoc with AI.
Random prompts. No system. I treated AI like a convenience instead of infrastructure. This year, I'm architecting it into how I think, create, and operate.


LEADERSHIP MISTAKES

8) Not pushing my clients hard enough.
They didn't join the Corporate Graduation™ program for slow and incremental. They came to compress a decade into a year. My job is to install new fire — and make them feel the cost of not showing up powerfully.

9) Not being bold enough in what I said.
I softened hard truths. Hedged when I should have declared. Here's what I held back: The work world is being restructured. AI is here. The old playbook is dead. Corporate is a burning platform. I'm done holding that back.

---

These mistakes cost me time, money, energy, presence.

But they gave me clarity.

My "hard lines" for 2026: 
Stop preparing. Start declaring.
Stop tolerating small. Start building big.
Stop over-investing. Start implementing.
Stop holding back. Start saying what must be said.

Which mistake hits home for you?

---

PS - Corporate → Founder this year? 
matthewdoan.com/2026

Monday, your Career Capital starts compounding.

Or it doesn't.

One-time, special event:
https://lnkd.in/esvq8nuY

Here's what most people miss about workshops like this:

It's not information.
It's decision-making.

You slow down and show up.
You become a captive audience — to yourself.
You stop scrolling. Stop reacting. Stop drifting.

And for the first time in months (maybe years), 
you do the actual work:

1) You stop making excuses for your delay
2) You uncover your Career Capital
3) You decide how to deploy it
4) You see what's possible beyond the role
5) You start forging a path no employer could match

That's not just inspiration.
That's the compound effect, taking hold.

Imagine where you'll be 90 days from now.

Not just "thinking about it."
Not merely "planning to start."

Actually in motion.

Energy returning.
Clarity sharpening.
Your family feels the new you.

This is what Corporate Graduation™ looks like.

Those who've already committed to Monday aren't hoping for answers. They're giving themselves permission to move.

One decision.
One workshop.
A new trajectory.

The Career Capitalist™
Monday, January 19
$50: Live + Recording + Assets

One time only.
See you inside.

https://lnkd.in/esvq8nuY

---

PS - Registrants get the IP Builder GPT, Corporate Graduation Readiness Scorecard, category design tools, case studies, and a private 1:1 Founder Game Plan call. Recording included.

Vision isn't just what you see.

It's how you live.

Back in my corporate days, I climbed the ladder on autopilot.

One rung. Then another.
Trusting that's how it worked.

But there was no real vision.
Just a bigger title and the promise of becoming my boss's boss.

Then I looked up.

And realized I didn't want their life.
It looked awful.

That was the wake-up call.

I had sight.
I could see the next step.
But I had no vision for where I was actually going.

So I built one.

I wrote about it. Journaled about it.
Got coached on it. Talked about it.
Surrounded myself with people walking the same scary path toward something that felt impossible.

Vision isn't a destination you arrive at.

It's something you embody.
Every. Single. Day.

You might have sight.
You might see the next rung.

But if that's all you're chasing?

You'll wake up one day full of regret.

What's your vision beyond the next step?

The moment I knew corporate couldn’t hold me.

5 lessons it took too long to learn:

For a long time, I couldn’t name what was wrong.

I was progressing.
Respected.
Trusted.

But every time my thinking stretched a little too far — every time I tried to hold a bigger picture — it was quietly contained.

Not shut down.
Just… redirected.

That’s when the tension started.
Not dramatic.
Just constant.

Here’s what I eventually learned.

---

1) Big thinking can be praised and still be unwelcome.

I’d offer a strategic view and hear, “That sounds good.”

Then came the quiet clause:
“But we’re not taking that outside.”

I wasn’t wrong.
My imagination just didn’t fit the system’s design.

---

2) Being valued doesn’t mean being usable.

I was told my work mattered.

But my judgment had nowhere real to land.

When your best thinking can’t move anything, it doesn’t disappear. It withers.

---

3) Side outlets are signals, not solutions.

Publishing in HBR.
MIT Sloan.
The Atlantic.
Think tanks. External channels.

Those weren’t mistakes. They were proof I was trying to breathe outside the box.

What I didn’t see at the time:
External validation was a symptom, not a cure.

Every byline was evidence of capacity the system couldn’t absorb. I kept finding outlets because the main channel was blocked.

Useful moves.
Never satisfying.

---

4) Breakthroughs aren’t about talent. They’re about ownership of environment.

Everything clicked when I sat in a room full of founders.

They had Career Capital too. Decades of it.

The difference was simple:
They didn’t need permission to create.

They built conditions where judgment could compound.
They said yes to themselves.

---

5) Staying longer has quiet, compounding costs.

The financial ceiling was obvious.

The real toll was energy.
Family.
Self-trust.

Saying yes to work that wasn’t me.
Knowing I could be far more impactful — and accepting I wasn’t.

---

That’s when I stopped asking how to optimize my role.

And started asking a harder question:

Where does my Career Capital actually belong?

That question led me out of corporate.

Four years later, I’m a founder.
Still answering it.
On my own terms.

---

PS - If you’re standing at the edge of that question, don't miss what's unfolding here: https://lnkd.in/eDEkDVb2

If corporate feels a bit "too small" lately, 
you're not imagining it.

That feeling usually shows up when your Career Capital has outgrown the container it's in.

Most people respond the same way.

They start with business logic.
Offer. Niche. Monetization.

Or they quietly reach for passive income.

Passive income won't solve under-leverage.
Only owned Career Capital does.

That's why so many smart exits stall.

The real issue isn't effort.
It's missing conditions.

You can't access, package, and deploy Career Capital into founder leverage if you don't first create:

Space.
Then Self.
Then System.

A recent client — VP in ops — followed this sequence. It changed everything:

1) Compressed his corporate load by ~50%
No drama. No bridges burned. No reputational cost.

2) Reclaimed control of time
Now works 3–4 focused hours/day. Deliberate. Surgical.

3) Restored personal leverage
Energy returned. Health improved. Relationships at home strengthened.

Only then did the founder work begin.

He codified his Career Capital into language, frameworks, and IP.
He clarified category direction.
He ran his first program and delivered real results.

Corporate became optional because leverage was no longer trapped inside the role.

That's real Corporate Graduation.
Not escape. Not dependency.

Leverage.

---

If you want to do this work in the right order, I'm running a live, private, one-time workshop:

𝗧𝗵𝗲 𝗖𝗮𝗿𝗲𝗲𝗿 𝗖𝗮𝗽𝗶𝘁𝗮𝗹𝗶𝘀𝘁™
Monday, January 19
$50 (Live + Recording + Assets)

Included with registration:

• IP Builder GPT (to structure your Career Capital)
• Corporate Graduation™ Readiness Scorecard
• Category-claiming exercises you can reuse
• Case study pack + common traps guide
• Private 1:1 Founder Game Plan call

See you on the inside:
https://lnkd.in/esvq8nuY

Has work stopped creating energy for you?
This isn’t burnout.
It’s worse.

Most senior pros describe something quieter.

Disinterest. Going through the motions. Sitting in meetings you've sat in a hundred times, solving problems you solved three years ago. Doing "good work" without feeling engaged by any of it.

(After 15 years, this is how I felt about cybersecurity.)

Work used to create energy. It used to sharpen you. Stretch you. Feed the rest of your life.

At some point, that flipped.

Now it drains energy — and nothing meaningful is replacing it.

That state is not neutral.

When work consumes energy instead of creating it, the deficit shows up everywhere. In patience at home. In health. In imagination. In your sense of building toward a future that's actually yours.

What's really happening underneath is simpler (and more damaging) than most people want to admit:

Your Career Capital — years of judgment, experience, pattern recognition, and hard-earned capability — is going undeployed.

Not unused. Undeployed.

You're applying a fraction of what you've built inside a system that can't fully use it. And when Career Capital isn't exercised meaningfully, it doesn't just sit idle.

It decays.

The most dangerous response here is waiting. Waiting for a reorg. Waiting for renewed motivation. Waiting for something external to force clarity.

Energy doesn't come back on its own.

If work no longer creates it, you have a responsibility to create conditions where it can.

That doesn't require a drastic leap. 

But it does require an environment where your thinking actually matters again — and people who understand what you're navigating.

I'm hosting a private workshop next week for people who recognize this moment and want to think clearly about what to do with the Career Capital they've built.

Details: https://lnkd.in/esvq8nuY

The cost of waiting is quiet. 
But it compounds quickly.

I didn’t know how valuable I was until I stepped outside the corporate system.

Not because I lacked confidence inside.

But because the environment couldn’t show me.

That’s why I built The Career Capitalist™:
https://lnkd.in/esvq8nuY

Happening Monday. A live, private workshop designed to surface, package, and deploy your Career Capital into founder leverage.

Inside corporate, your value gets filtered.

Your judgment gets diluted by consensus.
Your instincts get buried in approval chains.
Your best ideas get spent in meetings that go nowhere.

You’re performing.
Contributing.
Delivering.

But not seeing the full picture of what you’ve built.

It took stepping outside for me to realize:

Every story I lived through → raw material
Every pattern I recognized → deployable insight
Every hard-won lesson → Career Capital to be claimed

And it’s why I hear this constantly from clients once the conditions change:

“Corporate feels simple now. Almost optional.”
“I finally feel in control of my days.”
“I didn’t know I had this much to offer.”

That last one makes me so proud.

Because most people don’t lack value.
They lack the conditions to see it clearly.

Corporate systems are too constraining to reveal what you’ve actually accumulated.

You have to put yourself in founder conditions.
Where your thinking is deployed on your terms.

That’s when Career Capital stops being theoretical.

And starts compounding.

---

Details for The Career Capitalist™
Monday, January 19
$50 (Live + Recording)

Included:
• IP Builder GPT
• Corporate Graduation™ Readiness Scorecard
• Category-claiming exercises
• Case study pack + common traps guide
• Private 1:1 Founder Game Plan call

https://lnkd.in/esvq8nuY

This is a one-time, private event for people who are done playing small inside a big system.

Burnout isn't the real problem.

You've reached a structural mismatch.

After years in the arena, you've built something substantial.

Pattern recognition.
Lived experience.
Relationships.
Reputation.
Judgment.
Talent.

Taken together, this is your Career Capital.

It's stacked. It's real. And it's valuable.

The problem is that the system you're in can only use a tiny fraction of it.

Not because you're capped.
Because the environment is.

Corporate systems are designed for efficiency, predictability, and control. They define a role, reward you for staying inside the lines, and call it success.

Over time, that role becomes a box.
And then a box within a box.

No matter how much Career Capital you accumulate, the system can't meaningfully expand to meet it.

Even changing teams.
Even changing companies.
Even "one more promotion."

The system is the system.

So while your Career Capital keeps compounding, its expression gets constrained.

Your best ideas die in approval chains.
You're solving problems you solved three years ago.
Work that energized you now = going through motions.

That's when the tension starts.

Not because you're ungrateful.
Not because you've lost motivation.
And certainly not from a lack of ambition.

But because you've outgrown the container—which will never change enough to hold who you're becoming.

This might be your first quiet signal that something else is required.

Not a better role.
But a different relationship with corporate altogether.

And a deliberate decision about where your Career Capital will compound.

---

PS - I'm writing deeply about Career Capital this month. The first long-form essay drops on Substack this Saturday — it's about the hidden tax you pay by staying put and what happens when you stop tolerating it.

Subscribe: https://lnkd.in/eDEkDVb2

Career Capital doesn’t sit idle.

It either compounds — or quietly decays.

Inside corporate, decay is the default.

Not because you’re underperforming.
Because the system is designed to consume judgment, not multiply it.

Your experience gets spent in meetings.
Your insight gets diluted by consensus.
Your best instincts get buried under endless “alignment.”

Over time, something subtle but costly happens.

You’re still “successful,” but your optionality shrinks.
Your leverage flattens.
The work takes more energy and gives less back.

That’s not burnout.

That’s Career Capital being used up instead of built on.

Here’s the distinction most people never make:

Most professionals let their Career Capital decay inside systems they don’t own.

Founders decide — deliberately — where it compounds.

Not louder.
Not riskier.
More intentional.

They choose where their judgment is deployed — and who benefits from it.

At some point, the question stops being:
“How do I make this role better?”

And becomes:
“Where does my Career Capital actually belong?”

That question changes everything.

---

PS - I’m writing deeply about Career Capital this month. Saturday’s Corporate Graduation essay breaks down the hidden math of staying put — and what most pros never calculate.

https://lnkd.in/eDEkDVb2

The quiet frustration you feel isn't burnout.

It's trapped leverage.

Your career capital is decaying right now.

Not because you're losing skill.
Because you're not deploying it.

Yesterday I ran The Career Capitalist™ workshop.

Here are the five ideas that hit hardest.


1) Career capital is stored energy.

Years of judgment, pressure, and decision-making accumulate as untapped power. But stored energy doesn't stay neutral. If it isn't released into the right environment, it implodes.

Career capital needs motion, leverage, and somewhere to be used (hint: someone else's system won't do.)


2) Career capital must become a compounding asset.

Your career capital can only compound when converted into something you own. Left unconverted, they get spent linearly through effort.

Ownership is the difference between earning repeatedly and compounding over time.


3) Labels suffocate career capital.

SVP. Director. Consultant. Coach. Speaker.

These are pre-priced containers with fixed ceilings. The market decides what they're worth.

Labels come with limits. Founders build the room.


4) Career capital has a window.

Experience is sharpest when it's recent, relevant, and energized. Delay too long, and it decays.

Not from lack of ability. But from missing your window of opportunity.


5) You must intentionally package and deploy it.

Unpackaged career capital goes to waste. If you don't turn it into assets — frameworks, language, IP, owned systems — it never compounds.

It just leaks out through time, effort, and obligation.

---

This is what I wish I understood five years ago.

Career capital isn't something you simply have.

It's something you either convert and compound.
Or you quietly lose it.

---

PS - If this resonates, doors are open for the February cohort of our Corporate Graduation™ program. DM me "LEVERAGE" for details.

Your career capital has a shelf life.

If you don’t claim it, it dies.

Most people assume experience compounds automatically and forever.

That once you’ve earned judgment, pattern recognition, and credibility, it stays available, waiting patiently for whenever you’re “ready.”

That’s not how it works.

Career Capital behaves like any other form of capital.

If it isn’t surfaced, packaged, and deployed while the window is open, it decays.

Corporate environments are very good at using your best thinking. They are terrible at helping you own it.

So the decay is quiet.

Your instincts sharpen, but only inside meetings.
Your judgment matures, but stays behind the logo.
Your leverage increases, but never sees daylight.

Over time, a dangerous gap opens.

You are highly capable.
And increasingly under-deployed.

Directors, VPs, and executives feel this most.

Not because they lack opportunity.
But because they’ve outgrown permissioned contribution and haven’t yet claimed authority.

The people who notice this early make a different move.

They don’t rush.
They don’t panic.
They don’t freelance their way out.

They slow down long enough to extract what they’ve actually earned.

They turn experience into language.
Judgment into frameworks.
Reputation into owned direction.

They understand one simple truth.

Capital that isn’t claimed gets spent by someone else.

That’s why I built The Career Capitalist™.

A one-time, live workshop for Directors, VPs, and execs who know they’re sitting on real leverage and refuse to let it expire unused.

This isn’t about quitting faster.
It’s about learning how to own what you already have before the window closes.

The Career Capitalist™
Private workshop + recording + working tools
Monday, January 19

Secure your spot: https://lnkd.in/esvq8nuY

This experience is built to create motion, not inspiration.

---

If this resonates, trust the signal.

Hidden Career Capital doesn’t unleash itself.
It gets claimed — or it withers.

Christopher Nelson

Helping You Build Wealth with Tech Equity and become the Founder of Your Financial Independence

In the early 2000s,  my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. 

In 2009, I burned out hard. 

My new plan was to work for equity in tech start-ups and become financially independent.

Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). 

What happened? Did I screw up everything?

I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan.

My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook."

Key lessons learned after first dead-end tech startup:
 -In trading my time and talent for equity, I need to think like an investor
 -Create a rigorous due diligence process
 -Don't fear failure, stay in the game
 -Keep learning

May 2011, Started at Splunk Pre-IPO

April 19th, 2012 Splunk had a break-out IPO

April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. 

I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks.

Key lessons learned after the first IPO:
 -How to invest in private equity real estate
 -Set up my family for generational wealth
 -Own the result (don't put my future in someone else's hands)

New Mission: Be the Founder of a Micro Family Office to become Financially Independent.

Strategy:
 -Live within paychecks
 -Bonuses for extras
 -Invest all of our equity

I climbed the ladder to become a CIO. 

At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder.

I changed roles and reduced my scope. 

On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design.

I founded WealthOps in 2023 to equip technology professionals with the skills to build and run their portfolios.

My Portfolio:
 -3  Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time
 -Replaced paycheck with $200k+ of portfolio income
 -Built my Micro Family Office
 -Running a company structured around my life

My Results:
 -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. 
 -$223 Million AUM with investors
 -7 Investments  gone full cycle with an Avg 19.4% IRR to investors
 -1000+ tech employees being educated on Managing Tech Millions
 -20+  and growing Portfolio CEOs

My mission - 1000+ Portfolio CEOs

Learn more about how I did this, join our free live workshop  →  https://dub.sh/wealthops-linkedin

Founder

Tech Careers and Money { }, a media and education company whose mission is to elevate Tech Professionals' finance knowledge through unmatched and unbiased education in career and personal finance to equip them to make their best decisions. 


Subscribe to learn about career growth, tech equity,  portfolio income, investing, budgeting, student loans, and more.

We just crossed 100 members in 𝗧𝗵𝗲 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗼𝗿.

But here's what matters more than the number.

100 entrepreneurs, physicians, and tech professionals who stopped being clients and started being CEOs of their wealth.

Most wealth management sells you dependency. 
Hire us. Trust us. Let "us" handle it.

We teach the opposite.

You already run complex operations. 
You make million-dollar decisions. 
You manage teams and P&Ls.

The skills you used to build wealth? 𝘛𝘩𝘰𝘴𝘦 𝘴𝘢𝘮𝘦 𝘴𝘬𝘪𝘭𝘭𝘴 𝘮𝘢𝘯𝘢𝘨𝘦 𝘸𝘦𝘢𝘭𝘵𝘩.

You don't need someone to do it for you. You need the frameworks specific to wealth operations.

That's the shift these 100 families made.

They're learning:

- The Evergreen Portfolio Model.
- Structured Alpha Strategies.
- Asset Protection Strategies.
- Family Office Operations.
- The Deduction Stack. 
- The Income Pyramid.
- Entity Architecture.
- Tax Optimization. 
- Deal Evaluation.

Not theory. Actual implementation.

Same rigor you'd bring to building a product. 
Same systematic thinking you'd apply to scaling a business.

Just applied to the thing that ACTUALLY compounds over generations.

The difference between a client and a Portfolio CEO? 
Clients delegate and hope. 
Portfolio CEOs architect and operate.

In a few days, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here's what attendees from last month's workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
- 𝘔𝘢𝘶𝘳𝘪𝘤𝘪𝘰 𝘏.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.
- 𝘊𝘩𝘳𝘪𝘴𝘵𝘺 𝘞.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.
- 𝘗𝘢𝘴𝘤𝘢𝘭 𝘞.

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Tech Careers & Money Talk

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲?💸

Join here 👉 techcareersandmoneytalk.com

Tweet Follow-up

Even Justin Welsh chimed in: https://twitter.com/thejustinwelsh/status/1628168298947919878?s=20

Post Follow Up

On the off chance you *do* want financial freedom — do these 11 things instead. 👇

- Ignore the above
- Buy back your time
- Start investing today
- Build a simple budget
- Learn personal finance
- Destroy credit card debt
- Work for equity AND salary
- Diversify w/ passive income
- Align your finances with goals
- Build a team of financial experts
- Join techcareersandmoneytalk.com

What did I miss?

50 - 50 Link

🧠 - Bonus Tip:  For Monday - Do A Brain Dump to Prevent Overwhelm 

Monday means mental overwhelm for Many. 

Objects in your head can be more stressful than they appear! 

Take piece of paper, 10 min and write down all the things you need to get done, work, life etc. 

Once you see them written down identify 3 things that have to get done today. 

Get to your base! 

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𝗟𝗶𝘀𝘁𝗲𝗻 + 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗠𝘆 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 👇

🎧 Tech Careers & Money Talk 💸

www.podpage.com/tech-careers-and-money-talk-1/

TC&MN

Elevate your tech career and personal finance savvy.    

https://www.techcareersandmoneynews.com

Anti-Goals

Steal my Blueprint

Update Process

Actionable tips for growing your career, building wealth and living a life of impact. 
Always 3 minutes or less.

https://www.techcareersandmoneynews.com/

Find Rest 

🧠 - Bonus Tip:  Your Momentum is Fuel for your Mentors.  As your mentor sees you taking their input and iterating, they will be excited and want to participate more.  

Momentum breeds momentum.   

Hindi Video

Want all the details?   

Check out my origin story here on Audio : https://bit.ly/cnoriginstory

Watch it on YouTube! : https://youtu.be/7Hw-Y2hDtF8


From Equity to Exit 

Momentum for Mentors

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tech-careers-and-money-talk

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I Run My Own Micro Family Office and Teach Others to Do the Same | Founder @ WealthOps

In 2012, I became a millionaire.

Three months later, I realized I had no idea what to do with the money.

I met with wealth advisors. Every single one gave me the same pitch:

"𝘎𝘪𝘷𝘦 𝘶𝘴 𝘺𝘰𝘶𝘳 𝘮𝘰𝘯𝘦𝘺. 𝘞𝘦'𝘭𝘭 𝘥𝘪𝘷𝘦𝘳𝘴𝘪𝘧𝘺 𝘪𝘵. 𝘛𝘳𝘶𝘴𝘵 𝘶𝘴."

- Zero customization. 
- Zero long-term strategy. 
- Just a cookie-cutter portfolio.

That's when I discovered the problem:

If you have $1M-$30M, you're stuck in what I call the financial service desert.

You're too wealthy for mass-market advisors.

But not wealthy enough for a traditional family office ($100M+ minimum).

So I spent years studying how ultra-wealthy families actually manage money.

And I built what I now call a 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

The result after 4.5 years:
→ Portfolio generating $200K+ of annual cashflow
→ Principal still growing (not selling any assets)
→ 10 hours/week managing everything
→ Full control over every decision

Here's what most people get wrong:

They think wealth management is about picking stocks.

It's not. (This stuff comes last)

𝗜𝘁'𝘀 𝗮𝗯𝗼𝘂𝘁 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗵𝗮𝘁 𝗼𝗽𝗲𝗿𝗮𝘁𝗲𝘀 𝘄𝗶𝘁𝗵 𝗼𝗿 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂.

Here are the four-phases of every Micro Family Office:

𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁 → Define your legacy and investment thesis
𝗕𝘂𝗶𝗹𝗱 → Create legal structures and assemble your team
𝗥𝘂𝗻 → Operate with monthly/quarterly rhythms
𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 → Transfer systems, not just assets

Look... if you're sitting on $1M+ and still treating your portfolio like a savings account, you're leaving money on the table.

Want to build your own Micro Family Office?

I'm running a free 2-hour workshop where I'll walk you through building the foundation - your Legacy Statement and Investment Thesis.

Over 1,000 people have attended so far.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

Goldman Sachs just surveyed 245 families managing $1 billion+ portfolios.

Here's what they're doing while everyone else is paralyzed...

Despite big concerns, they're not sitting on cash.

They're executing.

The data tells a clear story:
→ 34%  are reducing cash positions
→ 39%  increasing private equity allocations
→ 38%  adding to their public equities
→ 26%  expanding private credit exposure

Here's what this actually means...

These families aren't reacting to headlines.

And the most important finding?

70% manage their investments in-house.

They're not outsourcing critical decisions to advisors.

They have clear investment theses.

They run quarterly reviews.

They make annual business plans for their portfolios.

This creates a playbook:
✓ Patient capital with decade+ time horizons
✓ Opportunistic deployment during dislocations
✓ Programmatic commitments regardless of sentiment
✓ Zero emotional reaction to geopolitical noise

The difference isn't wealth.

It's operational structure.

It's having systems that work when markets don't.

It's knowing what to do before you need to do it.

Most people with $1-30M don't have this.

They have... 
- Scattered accounts.
- Generic advice.
- No investment thesis.
- No operating rhythm.

The good news is this is fixable.

If you want to learn how to build these operational systems for your portfolio - the same frameworks these ultra-wealthy families use - I'm running a live workshop walking through the exact architecture.

Comment "WORKSHOP" and I'll send you the details.

Goldman Sachs surveyed 245 family offices managing $1B+ each.

Here's some takeaways from the data...

- 86% have AI exposure.
But here's what matters: 87% are also using AI to manage their portfolios. They're not just betting on the trend, they're operationalizing it in their own wealth mgmt.

- 72% are active in secondaries.
This isn't random. When there is liquidity pressure, family offices buy discounted assets. They have patient capital. No quarterly redemptions. No exit timelines forcing their hand.

- 33% now hold crypto (up from 26% in 2023).
Still a minority. Still selective but growing steadily. APAC shows the strongest interest - likely because they're most concerned about geopolitics (75%) and see digital assets as a hedge.

- 58% expect to be overweight tech in the next 12 months.
Despite market volatility. Despite valuation concerns. They're leaning INTO trends, not away from them.

Some regional differences...

- Americas: Highest PE allocation (25%) and increasing

- APAC: Most geopolitically concerned, highest crypto interest

- EMEA: New interest in hedge funds for sophisticated downside protection

If you want to learn how to build the operational structure these families use - adapted for $1-30M portfolios - I'm running a free workshop walking through the complete framework.

Tuesday, January 21st at 8:00pm ET.

Comment "WORKSHOP" and I'll send you the registration link.

Have over $10M in income? Your audit risk jumps to 8.8%. (𝟮𝟮𝘅 𝗮𝘃𝗴)

But here's what really caught my attention when I was digging through IRS data last week:

If you have over $20M in assets? 

𝗬𝗼𝘂𝗿 𝗮𝘂𝗱𝗶𝘁 𝗿𝗶𝘀𝗸 𝘀𝗸𝘆𝗿𝗼𝗰𝗸𝗲𝘁𝘀 𝘁𝗼 𝟭𝟴.𝟮%.

That's not a typo. Nearly 1 in 5 chance.

In 2024 alone there were $84.1 billion in penalties assessed.

Here's the thing most people don't realize:

The root cause of an IRS penalty often isn’t an error on your tax return.

It’s the byproduct of operating your wealth like a hobby, not a business.

- Improper entity structures. 
- Lack of documentation.
- Everything scattered.
- No routine systems.

𝗧𝗵𝗲 𝘂𝗹𝘁𝗿𝗮-𝘄𝗲𝗮𝗹𝘁𝗵𝘆 𝗱𝗼𝗻'𝘁 𝘄𝗶𝗻𝗴 𝗶𝘁.

They run Family Offices with clear governance, documented strategies, and institutional-grade documentation.

But you don't need $100M to operate this way.

You just need the right framework.

And that's exactly what a Micro Family Office does.

It gives you the structure, systems, and documentation that transform your wealth from a compliance risk into a well-run operation.

Because when you operate your wealth like a business, you're not just protecting yourself.

You're building something that actually scales and can be passed down.

Ready to get organized and stop flying blind?

Join my free live workshop on Feb. 4th at 8:00pm ET where I'll walk you through how to build your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

You have to put $50,000 in one of these. Which are you picking?

Which of these metals do you think will have the biggest run up in 2026?

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