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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 DIY 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 Collective 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 75% of my paycheck with portfolio income -Built my DIY 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 â GO HERE: https://managingtechmillions.com DM -> "Portfolio" for more info.
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If you screw up this one life decision... It can hurt your financial future. ð Talk about money with your partnerð Managing your money solo is hard enough. But managing joint finances... ⢠How much you save & invest ⢠How much house you can afford ⢠How you spend your monthly income ⢠How you plan for life in your later years ⢠How you navigate big financial decisions The list goes on and on. Make sure you talk about these things. Money problems are a leading cause of divorce. But idk if these are "money problems" They are "communication problems" ð£ Here's my advice: â Talk about money with your partner â Schedule weekly money dates â Get + stay on the same page This is massively underrated for a happier financial life. Don't you think? ðž If you liked this post, you will love my podcast. Sign upð to listen and learn.
The greatest gift you can give your kids: Financial Literacy How to earn How to save How to invest How to spend How to set goals How to negotiate How to self-educate How to avoid bad debt How to start a business How to hire professionals How to buy their first house How to live below their means â These are not financial skills. â These are life skills. And school won't do it for you. What's the first step? Educate yourself. Your kiddos' future depends on it. Do you talk about #money with your kids? ðž #fridayisforfamily #finances Follow + tap my ð for more.
I left my 9-5 about 30 months ago. ð ð ðð²ð°ð¿ð²ð? ððŒð»ðŽ-ðð²ð¿ðº ðœð¹ð®ð»ð»ð¶ð»ðŽ. Instead of: Playing it safe Figuring it out later Putting off a financial plan Thinking financial freedom is a pipe dream I started planning my exit 15 years ago. Hereâs how I did it: - Worked for equity compensationâmaximized my earning potential beyond just salary - Invested in assets that pay meâbuilt income streams to replace my paycheck - Built my portfolio as a businessâstructured it like a CEO, not a hobbyist -Protected and grew my wealthâused proven systems to scale, not just save It all started with a 10-year vision. ð ðð®ðð»âð ð·ððð ððŒð¿ðžð¶ð»ðŽ ð® ð·ðŒð¯âð ðð®ð ð±ð²ðð¶ðŽð»ð¶ð»ðŽ ðºð ð³ðððð¿ð². My W2 was a tool, not a trap. This is exactly what we teach inside WealthOpsâðµðŒð ððŒ ðºðŒðð² ð³ð¿ðŒðº ðºðŒð»ð²ð ðºð®ðžð²ð¿ ððŒ ðºðŒð»ð²ð ðºð®ð»ð®ðŽð²ð¿ ð®ð»ð± ð¯ð²ð°ðŒðºð² ððµð² ððð¢ ðŒð³ ððŒðð¿ ðœðŒð¿ðð³ðŒð¹ð¶ðŒ. If youâre missing pieces in your financial freedom plan, letâs fix that. Hit the link in the comments ððŒ ð®ððð²ð»ð± ðºð ð³ð¿ð²ð² ðºð®ððð²ð¿ð°ð¹ð®ðð ð»ð²ð ð ðð²ð²ðž. ð Letâs build your roadmap. ðž
ð¬ðŒð ð±ðŒð»âð ð»ð²ð²ð± $ðð¬ð¬ð ððŒ ð¯ðð¶ð¹ð± ððŒðð¿ ðŒðð» ðð®ðºð¶ð¹ð ð¢ð³ð³ð¶ð°ð². You just need the right blueprint. Itâs called a ð ð¶ð°ð¿ðŒ ðð®ðºð¶ð¹ð ð¢ð³ð³ð¶ð°ð²â And itâs how 7- and 8-figure tech professionals ð¿ðð» ððµð²ð¶ð¿ ðð²ð®ð¹ððµ ð¹ð¶ðžð² ð® ð¯ððð¶ð»ð²ðð. Not with a team of 20. Not with a skyscraper of staff. But with lean systems, strategic partners, and enterprise-grade thinking. Hereâs what that looks like: â A personal holding company â A portfolio built like a product â Monthly, quarterly wealth operations â Legal, tax, and investment prosâon ððŒðð¿ terms â Clear goals, clear dashboards, zero guesswork If youâve outgrown your spreadsheet and your advisor feels more reactive than strategic... Itâs time to start acting like the ððð¢ ðŒð³ ððŒðð¿ ðð²ð®ð¹ððµ. Iâm hosting a live ðºð®ððð²ð¿ð°ð¹ð®ðð to teach you how to architect your own Micro Family Officeâstep by step. No fluff. No pitch. Just the exact framework we use at WealthOps to help founders architect their wealth. ð Want in? Hit the link below to apply. Spots are limited. Letâs build this right.
I looked back at three moments that couldâve broken me. Each one came with a different storm. Each one taught me something new. ðð» ð®ð¬ð¬ðŽ, ð±ðð¿ð¶ð»ðŽ ððµð² ð³ð¶ð»ð®ð»ð°ð¶ð®ð¹ ð°ð¿ð¶ðð¶ð, ð ðð®ð ð°ðŒð»ð³ððð²ð±. - I didnât know what was happening. - I wanted to panic and sell. - Instead, I picked up books. SÍtÍaÍrÍtÍeÍdÍ ÍbÍuÍiÍlÍdÍiÍnÍgÍ ÍaÍ ÍnÍeÍtÍwÍoÍrÍkÍ ÍoÍfÍ ÍpÍeÍoÍpÍlÍeÍ ÍlÍiÍkÍeÍ ÍmÍeÍ.Í ÍPÍeÍoÍpÍlÍeÍ ÍaÍsÍkÍiÍnÍgÍ ÍtÍhÍeÍ ÍsÍaÍmÍeÍ ÍqÍuÍeÍsÍtÍiÍoÍnÍsÍ.Í ðð» ð®ð¬ðð®, ð®ð³ðð²ð¿ ðºð ð³ð¶ð¿ðð ðð£ð¢âð ðð®ð ð³ð¿ðŒðð²ð». Paralyzed by the responsibility Iâd asked for. So I did what had worked before. - Focused on education. - Built stronger relationships. - Took courses and invested in myself. ðð»ð± ððµð²ð» ð®ð¬ð®ð¬ ð°ð®ðºð². ð ð¯ð¹ð®ð°ðž ððð®ð» ð²ðð²ð»ð. COVID hit the markets. But this timeâI was ready. - Calm. - Clear. - Confident. Equipped with - - A diversified portfolio. - A micro family office. - A solid plan. Because each time life punched, I didnât retreat. I doubled down. - On learning. - On strategy. - On myself. And that changed everything. - I learned to stop chasing control. - And start mastering my response. - Because the storm isnât the test. ð¬ðŒð ð®ð¿ð². ðŸðð£ ð®ð€ðª ðšð©ðð® ðð€ððªðšðð ð¬ððð£ ðð«ðð§ð®ð©ððð£ð ðððð¡ðš ðªð£ððð§ð©ððð£? ðŸðð£ ð®ð€ðª ððð© ðððªððð©ðð ðð£ðšð©ððð ð€ð ð¥ðð£ððð ðð? ðŸðð£ ð®ð€ðª ðð€ð¢ð¢ðð© ð©ð€ ð¥ð¡ðð®ðð£ð ð©ðð ððð¢ð ððð©ð©ðð§ ð©ððð£ ðððð€ð§ð? - Thatâs the real work. - The work most people never do. - But if you want to learn howâðâð¹ð¹ ðð²ð®ð°ðµ ððŒð. Join my next masterclass. ðð²ðâð ð¯ðð¶ð¹ð± ððŒðð¿ ð°ðŒð»ð³ð¶ð±ð²ð»ð°ð² ð¯ð²ð³ðŒð¿ð² ððµð² ð»ð²ð ð ðððŒð¿ðº ðµð¶ðð. Apply now - Spots are limited ð https://wealthops.live
ðð³ ððŒð ðð®ð»ð ððŒðð¿ ðºðŒð»ð²ð ððŒ ððŒð¿ðž ð®ð ðµð®ð¿ð± ð®ð ððŒð ð±ðŒâð»ðŒ ðŒð»ð² ð¶ð ðŽðŒð¶ð»ðŽ ððŒ ð±ðŒ ððµð®ð ð³ðŒð¿ ððŒð. Someone in the room said that yesterday. A room full of high-net-worth operators. Builders. And it took me straight back... Back to when I was knocking on the doors of elite wealth managers after my first IPO. Thinking: âð§ðµð²ð¿ð² ðºððð ð¯ð² ð® ð¯ð²ððð²ð¿ ðð®ð ððŒ ð±ðŒ ððµð¶ð.â But what they offered wasnât what I needed. Most of it was some version of: âïž Draw it down âïž Wind it down âïž Hope it lasts ð§ðµð®ð ðð®ðð»âð ðºð ðð¶ðð¶ðŒð». I wasnât trying to coast into retirement. I wanted to build ð®ð¿ðŒðð»ð± the wealth. Something structured. Something lasting. A legacy play, not a lifestyle drawdown. Thatâs why I built ðªð²ð®ð¹ððµð¢ðœðâan operating system to run a Micro Family Office for $1Mâ$30M net worth founders. Because the traditional model wasnât made for creators. It was made for preservation, not innovation. And building alone? Thatâs heavy. But building with others? Thatâs when things take off. I write about the journeyâreal-timeâover on Substack. Link ð If you're building too, come follow along.
Buffett & Munger Wisdom for Modern Investors ðïžð In this episode, we channel the timeless strategies of Warren Buffett and Charlie Munger to help you become a more intentional and informed investor. Whether you're just starting out or refining your portfolio, these takeaways are gold. ð¡ 3 Key Lessons Youâll Learn: ð Invest Like You Canât Sell âIf you wouldnât be happy holding it for 10 years, donât buy it.â Thatâs classic Buffett wisdomâand a principle we break down in this episode. Itâs about building a portfolio of conviction, not reaction. This long-term lens can radically improve your decision-making and reduce stress. ð§ Understand What You Own You should be able to explain every asset in your portfolio in plain English. We dig into why clarity matters, how to spot overexposure to things you donât fully understand, and why self-auditing your investments is a discipline every investor needs to master. ð·ïž Tag Your Investments Growth, income, or capital preservation? We explore the importance of labeling your assets so you know why you own them. This kind of portfolio awareness makes it easier to align with your financial goalsâand adjust when your strategy evolves. ð§ Tune in now and take your investing mindset to the next level with lessons that never go out of style. #Podcast #InvestingWisdom #WarrenBuffett #CharlieMunger #FinancialStrategy #LongTermThinking #SmartInvesting #PortfolioPlanning Follow for more!
She had Meta stock. She didnât have a money strategy. She was a Senior Director at Meta. Pulling in a strong salary. Equity-rich. On paperâcrushing it. But her wealth? Scattered. Unclear. Exposed. Too much in a single stock. Too many opinions flying in from podcasts, Reddit, coworkers. No real strategy. Just motion. She was making money. But not managing it. And thatâs a problem no paycheck can fix. ð§ðµð²ð» ððµð² ð·ðŒð¶ð»ð²ð± ððµð² ðªð²ð®ð¹ððµ ð¢ðœð ðªð®ð. She wrote her legacy statement. Defined her mission and vision. Mapped exactly what her wealth was ð³ðŒð¿. ð§ðµð®ð ð°ðµð®ð»ðŽð²ð± ð²ðð²ð¿ðððµð¶ð»ðŽ. She built her buy box. Set investment goals tied to her values. Designed a process to manage her wealth with intention. On our follow-up call, she said: âðªðµð²ð» ððŒð ð³ð¶ð»ð®ð¹ð¹ð ðð¿ð¶ðð² ð¶ð ð±ðŒðð», ð¶ð ð®ð¹ð¹ ð°ð¹ð¶ð°ðžð. ð ðžð»ðŒð ððµð®ð ððŒ ð±ðŒ ð»ð²ð ð.â Thatâs the power of a framework. You go from financial noise... To clear, confident action. From guessing⊠To leading your wealth like you lead your team. Wealth Ops Way teaches that skill. ðð²ð°ð®ððð² ððµð² ððµð¶ð³ð ð³ð¿ðŒðº ðºðŒð»ð²ð-ðºð®ðžð²ð¿ ððŒ ðºðŒð»ð²ð-ðºð®ð»ð®ðŽð²ð¿ ð±ðŒð²ðð»âð ðµð®ðœðœð²ð» ð¯ð ð®ð°ð°ð¶ð±ð²ð»ð. My Free Masterclass is next week. Spots are limited. [https://wealthops.io] to join us.
Corporate gave me a title. Taking control gave me freedom. I sat on the sidelines, laptop open. Emails. Project Deadlines. Meetings. The company was growing fastâand so was my stress. I was waking up at 4:30 to stay ahead. Balancing a young family, a hyper-growth role... âŠand a portfolio I barely looked at. And thatâs when it hit me: ð¡ ð ð ðºðŒð»ð²ð ðð®ðð»âð ððŒð¿ðžð¶ð»ðŽ ð®ð ðµð®ð¿ð± ð®ð ð ðð®ð. - I was exhausted. Frustrated. - Grinding to build someone elseâs dream⊠- While my wealth sat idle in the background. Not because I didnât care. But because it was a side project. A âsomedayâ priority. Until one Saturday in 2013, I was answering emails while watching my sons play. Thatâs when everything shifted. ð ðŠðð±ð±ð²ð»ðð¹ð ð ð¿ð²ð®ð¹ð¶ðð²ð± -> ð¶ð³ ð ðð®ð»ðð²ð± ð¿ð²ð®ð¹ ð°ðµð®ð»ðŽð² -> ð ðµð®ð± ððŒ ðð»ð¹ðŒð°ðž ðºð ðºð¶ð»ð±ðð²ð. IÍ ÍhÍaÍdÍ ÍtÍoÍ ÍsÍtÍoÍpÍ ÍtÍrÍeÍaÍtÍiÍnÍgÍ ÍwÍeÍaÍlÍtÍhÍ ÍlÍiÍkÍeÍ ÍaÍ ÍhÍoÍbÍbÍyÍâÍ ÍaÍnÍdÍ ÍsÍtÍaÍrÍtÍ ÍrÍuÍnÍnÍiÍnÍgÍ ÍiÍtÍ ÍlÍiÍkÍeÍ ÍaÍ ÍbÍuÍsÍiÍnÍeÍsÍsÍ.Í So I made a decision: ð ð ð¯ð²ð°ð®ðºð² ððµð² ððð¢ ðŒð³ ðºð ðºðŒð»ð²ð. I started blocking time on my calendarâdefensively. Not for meetings. For moves. And little by little, I built my business. ðð» ðððŽððð ð®ð¬ð®ð®, ð ðð®ð¹ðžð²ð± ð®ðð®ð ð³ð¿ðŒðº ð°ðŒð¿ðœðŒð¿ð®ðð². Now I manage wealth full-timeâfor my family, and help others like us. ððð²ð¿ð ð§ðð²ðð±ð®ð, ð ððµð®ð¿ð² ððµð² ððð¿ð®ðð²ðŽð¶ð²ð ð®ð»ð± ðºð¶ð»ð±ðð²ð ððµð®ð ðŽðŒð ðºð² ðµð²ð¿ð². ð§ Managing Tech Millions ð© Newsletter + Podcast ðïž Weekly. Actionable. Built for builders. https://lnkd.in/ggpZZMa9 Because itâs not just about building wealth. Itâs about learning how to lead it.
Secrets of the Ultra-Wealthy Revealed ðŒðïž In this powerful episode, we uncover how the ultra-wealthy think differently when it comes to building, preserving, and passing on wealth. Whether you're growing your financial foundation or planning for future generations, these takeaways are game-changing. ð¡ 3 Key Insights Youâll Take Away: ð± Generational Mission > Short-Term Wins The wealthiest families donât just build richesâthey build missions. Learn how adopting a generational lens adds purpose to your portfolio and aligns wealth with long-term values. âŸïž The Evergreen Structure This isnât just a buzzwordâitâs the blueprint. We break down how evergreen structures can create self-sustaining wealth engines that provide stability and scalability, decade after decade. ðïž Build Something That Lasts From family offices to strategic investments, the ultra-wealthy invest in systems, not just assets. Discover how to shift your mindset from accumulation to legacy creationâand what steps you can take today to begin that journey. ð§ Tune in now and get inspired to think beyond balance sheets and into multi-generational impact. #Podcast #WealthStrategy #GenerationalWealth #LegacyMinded #EvergreenWealth #FamilyOffice #FinancialWisdom Follow for more!
Why Doing It All Yourself Might Be Holding You Back ð«ð ïž In this episode, we dig into a mindset shift that separates thriving entrepreneurs from those who stay stuck: the power of specialization. If youâre building a business with big goals, these insights will help you stop playing smallâand start scaling smart. ð¡ 3 Game-Changing Takeaways: ð¯ Specialists Outperform Generalists Trying to juggle everything on your own? Thatâs a recipe for burnout, not breakthrough. We talk about how bringing in experts can multiply your impact and unlock growth faster than the DIY grind ever could. ð Ditch the Middle-Class Mindset Scaling isnât just about what you doâitâs about how you think. Learn how shifting from a cost-cutting mentality to an investment mindset can change the entire trajectory of your business. ð Build the Team That Builds the Dream Your business can only grow as far as your team can take it. We break down how a specialized, strategic team structure gives you the leverage to scale sustainablyâand with confidence. ð§ Tune in now to rethink how you're building your businessâand why letting go might be the smartest move youâll ever make. #Entrepreneurship #BusinessScaling #WealthBuilding #TeamStrategy #PodcastForFounders #MindsetShift #BuildToScale Follow for more!
You will die one day. Do you want to be remembered for: - How many hours you worked - How many Zoom calls you had - How many emails you replied to Hell no. You want to look back and be happy about: - How much time you spent with your kids - How many amazing places you traveled - How many people's lives you impacted I can't stress this enough. Start to buy back your time today. â Create a financial strategy â Put the missing pieces in place â Ask for help if you need it If you don't invest a % in income assets that buy back your time... You'll be handcuffed to a paycheck until 60. ð Life is too short to wait 40 years to enjoy it. This is your nudge. Take 1 tiny step towards financial freedom. You won't regret it. ðž An easy way to get started? Joinð my masterclass this week https://wealthops.io
Everyone wants a bigger portfolio. Few think like a Family Office. Most people build wealth. Very few learn how to manage it well. And almost no one talks about it. But they should. I sat down with Ronald Diamond â A guy managing wealth at a scale most people never touch. While I manage a Micro Family Office ($1M - $30M), Heâs working with 9-figure portfolios. ðð»ð± ððµð² ð¶ð»ðð¶ðŽðµðð ðµð¶ð ð±ð¶ð³ð³ð²ð¿ð²ð»ð. No fluff. No recycled tweets. Just hard-earned frameworks. From someone whoâs been there. And it reminded me: If I want to grow, I have to learn ððœðð®ð¿ð± I need to listen more than I speak. To stretch my thinking with people playing a bigger game. This weekâs podcast was exactly that. ð§ Listen @ Managing Tech Millions Link ð
ðð³ ððŒðâðð² ð²ðð²ð¿ ðºð®ð±ð² ð¿ð²ð®ð¹ ðºðŒð»ð²ð ð®ð»ð± ð³ð²ð¹ð ðŒðð²ð¿ððµð²ð¹ðºð²ð±, ð¿ð²ð®ð± ððµð¶ðð I came into wealth feeling one thing: Lost. Not because I lacked drive. But because I didnât know who to trust. Everyone had advice. Hot takes. Quick wins. But none of it felt right. So I studied the people who ð±ðŒð»âð ðð®ð¹ðž about wealthâthey ðºðŒðð² in it. Found someone whoâd been there. Studied how the ultra-wealthy think. Single Family Offices. Generational strategies. Then built my own Micro Family Office. That became WealthOpsâan operating system for long-term control. ð§ðµð² ð¹ð²ðððŒð»? You donât need to guess your way forward. You can study your way there. ð§ Here are some lessons I learned in this article: âð± ðŠð²ð°ð¿ð²ðð ðŒð³ ððµð² ðšð¹ðð¿ð®ðªð²ð®ð¹ððµðâ â Link in comments.
Emotional investing drained me. Intentional learning empowered me. ðð» ð®ð¬ðð®, ð ðµð®ð± ðµð¬% ðŒð³ ðºð ðð²ð®ð¹ððµ ð¶ð» ð® ðð¶ð»ðŽð¹ð² ðððŒð°ðž. Every day felt like emotional whiplashâup, down, panic, relief. But mostly? - I felt trapped. - I wasnât investing. - I was reacting. And I didnât know what to do next. Hereâs what Iâve learned in the 13 years since then: ð§ðµð² ð¯ð¶ðŽðŽð²ðð ð¿ð¶ððž ðð®ðð»âð ððµð² ðºð®ð¿ðžð²ð. IÍtÍ ÍwÍaÍsÍ ÍnÍoÍtÍ ÍkÍnÍoÍwÍiÍnÍgÍ ÍwÍhÍaÍtÍ ÍIÍ ÍdÍiÍdÍnÍâÍtÍ ÍkÍnÍoÍwÍ.Í Í So instead of making a move, I made a plan. ð ðŽðŒð ð²ð±ðð°ð®ðð²ð±. And if youâre feeling overwhelmed or uncertain, hereâs how you can do the same: ð. ðŠðµðð ðŒðð ððµð² ð»ðŒð¶ðð². - Mute the market headlines. - Stop doom-scrolling. - You canât make smart decisions when youâre surrounded by stress. ð®. ðŠðð®ð ðœððâð¯ðð ðœð¿ð²ðœð®ð¿ð². - Donât rush to sell. - Just give yourself room to think clearly. ð¯. ðð±ð²ð»ðð¶ð³ð ððµð®ð ððŒð ð±ðŒð»âð ðžð»ðŒð. - For me, it was tax strategy. - For you, it might be creating a divestiture plan, or understanding your concentration risk. ð°. ð£ð¶ð°ðž ðŒð»ð² ðŽð®ðœâð®ð»ð± ð¹ð²ð®ð¿ð». - Choose a single area where you need more clarity, and start there. ð±. ðð¶ð»ð± ðœð²ðŒðœð¹ð² ððµðŒâðð² ð¯ð²ð²ð» ððµð²ð¿ð². - The fastest way forward is borrowing wisdom from someone whoâs already done it. - Ask questions. - Get real-world answers. You donât need to move fastâyou need to move intelligently. Thatâs why I write Managing Tech Millions. A weekly newsletter helping tech professionals confidently make better money decisions. Want to get smarter with your money? Start here â https://lnkd.in/ggpZZMa9
I wanted to sell everything. It was 2008. The market was tanking. Every instinct screamed: ðð²ð ðŒðð. ð¡ðŒð. But I paused. And I asked myself: ðªðµð®ð ððŒðð¹ð± ðªð®ð¿ð¿ð²ð» ððð³ð³ð²ðð ð±ðŒ? That question changed everything. Not because I suddenly knew the future. But because it gave me something stronger than panic: ðœð²ð¿ððœð²ð°ðð¶ðð². Buffett wasnât selling. He was calm. Clear. Focused on executing a long-term strategy. While everyone else was reacting emotionally, he was thinking rationally. And that helped me stay in. I didnât sell. My portfolio recovered. And I learned something I still carry today: ðð²ð®ð¿ ðºð®ðžð²ð ððŒð ðºðŒðð² ð³ð®ðð. ðªð¶ðð±ðŒðº ðð¹ðŒðð ððŒð ð±ðŒðð». Since then, Iâve diversified beyond the marketâreal estate, hard assets, multiple income streams. But one thing hasnât changed: When the market shakes, I still ask... ðªðµð®ð ððŒðð¹ð± ðªð®ð¿ð¿ð²ð» ð±ðŒ? Hereâs what he recommendsâin any downturn or volatile market: ð ð§ What Warren Buffett Recommends in a Down Market 1. ðð² ð£ð®ðð¶ð²ð»ð ð®ð»ð± ðð¶ðð°ð¶ðœð¹ð¶ð»ð²ð± Donât react emotionally. Stick to your long game. Remember: âðð² ð³ð²ð®ð¿ð³ðð¹ ððµð²ð» ðŒððµð²ð¿ð ð®ð¿ð² ðŽð¿ð²ð²ð±ð, ð®ð»ð± ðŽð¿ð²ð²ð±ð ððµð²ð» ðŒððµð²ð¿ð ð®ð¿ð² ð³ð²ð®ð¿ð³ðð¹.â ð®. ðððŒð¶ð± ððºðŒðð¶ðŒð»ð®ð¹ ðð²ð°ð¶ðð¶ðŒð»ð Making moves out of fear often leads to regret. Zoom out. ð¯. ððŒð¹ð± ðð®ððµ ð¥ð²ðð²ð¿ðð²ð Cash isnât trashâitâs your opportunity fund and how you weather the storm. ð°. ðð»ðŒð ðªðµð®ð ð¬ðŒð ð¢ðð» If the market closed for 5 years, would you still want to own it? ð±. ððŒð°ðð ðŒð» ð€ðð®ð¹ð¶ðð Look for strong businesses with real cash flow, strong brands, and long-term moats. Buy them on sale. ð². ðšðð² ð©ðŒð¹ð®ðð¶ð¹ð¶ðð ððŒ ð¬ðŒðð¿ ðð±ðð®ð»ðð®ðŽð² Downturns are not a time to panicâtheyâre a time to shop (for good companies). ð³. ðð¿ð®ððµð²ð ðð¿ð² ð§ð²ðºðœðŒð¿ð®ð¿ð Downturns donât last. Great companies do. These principles helped me then. They guide me now. If you want to learn more how to transition from being a money maker to a money managerâIâm breaking it down in my free masterclass at the end of April. You in? Link in the comments ð
Hustle builds income. Systems build freedom. ð¬ðŒð ð°ð®ð»âð ðŒððððŒð¿ðž ð® ð¹ð®ð°ðž ðŒð³ ð±ð²ðð¶ðŽð». I was making $500K a year. From the outside, everything looked great. But inside? ð ðð®ð ð®ð»ð ð¶ðŒðð, ð³ð¿ðððð¿ð®ðð²ð±, ð®ð»ð± ðð¶ð¿ð²ð± ðŒð³ ðð¿ð²ð®ð±ð¶ð»ðŽ ðð®ðð²ð¿. Something felt offâand I couldnât shake it. I was playing the game, but not winning it. I was investing. I was saving. I was doing âall the right things.â But I still didnât feel any closer to financial freedom. ð§ðµð®ðâð ððµð²ð» ð¶ð ðµð¶ð ðºð²: ðª-ð® ðð»ð°ðŒðºð² â ðð»ð±ð²ðœð²ð»ð±ð²ð»ð°ð². I wasnât building wealth. I was maintaining momentum. I was in the grind and hustle daily. Grinding felt productiveâbut it wasnât strategic. I had no clear plan, just motion. And motion without a mission? It burns you out. ð ð»ð²ð²ð±ð²ð± ð® ððððð²ðº. ð¡ðŒð ðºðŒð¿ð² ðµðððð¹ð². Managing wealth is a business. Most people treat it like a side projectâor worse, a hobby. But once I started leading my money like a CEO, everything changed. ð ð ð°ð®ðœð¶ðð®ð¹ ð¯ð²ð°ð®ðºð² ð® ðð²ð®ðºâðð¶ððµ ð® ðœð¹ð®ðð¯ðŒðŒðž, ð® ððð¿ð®ðð²ðŽð, ð®ð»ð± ð® ðœðð¿ðœðŒðð². Thatâs why I created WealthOps. A four-phase system for high earners who want real freedom. So your portfolio finally supports your lifeâinstead of running it. ð§ðµð² ðžð²ð ð¶ðð»âð ð²ð®ð¿ð»ð¶ð»ðŽ ðºðŒð¿ð². ððâð ð¹ð²ð®ð±ð¶ð»ðŽ ððŒðð¿ ðð²ð®ð¹ððµ. Want to learn how I did it? Subscribe to Managing Tech Millions, my newsletter for high-income tech professionals building intentional wealth. https://lnkd.in/ggpZZMa9 No fluff. Just clarity, systems, and strategy.
How to "retire" before 50 The new financial freedom path: â Instead of waiting 40 years to enjoy life â You start enjoying it right out of school â Instead of a career at 1-2 companies â You work wherever opportunities are â Instead of trading your time for salary â You trade rare & valuable skills for equity â Instead of stuffing all your $$ in a 401(k) â You buy assets that create cash flow â Instead of needing $3M in the bank â You need $10k-15k in monthly cash flow â Instead of retiring to the beach forever â You "retire" early to build impact projects -- Most people in #tech don't want to retire. They want the option to no longer work for a W2 paycheck. - More flexibility - More freedom - More options This is the new path. Do you think you'll ever retire? ðž I have a few openings left in my masterclass next week! Link ð
You'll be a superhero if you teach your kids about personal finance. What a gift, right? Life lessons that will help them: - Earn more - Invest more - Avoid mistakes - Stress less about $$ ð° Here's what I wish I knew about money sooner that we're teaching our kids: â Wealth is a mindset â Start with the end goal â Always pay Future You first â Nothing happens w/o a plan â Work for equity, not just salary â Cash flowing assets = freedom â Habits are 90% of financial success You can't start early enough. What financial lessons are you passing down to your kids? ðž Hi ð I'm Christopher Nelson - I've Built and Run my own Micro Family Office and teach others how to do the same. For more details, check out my Substack ð
ð ðŒðð ðµð¶ðŽðµ ð²ð®ð¿ð»ð²ð¿ð ð®ð¿ð² ððð¶ð¹ð¹ ð¿ðð»ð»ð¶ð»ðŽ ððµð²ð¶ð¿ ðð²ð®ð¹ððµ ð¹ð¶ðžð² ð® ðð¶ð±ð² ðµðððð¹ð². Theyâve got the income, the equity, and the opportunityâbut no real system to manage any of it. Here are 3 changes when you build your own Micro Family Office: ð. ð¬ðŒð ðŽð®ð¶ð» ððŒðð®ð¹ ð³ð¶ð»ð®ð»ð°ð¶ð®ð¹ ð°ð¹ð®ð¿ð¶ðð. Instead of fragmented tools and advisor-led decisions, you have a clear, concise business plan that aligns with your investing and lifestyle goals. ð®. ð¬ðŒðð¿ ðð²ð®ð¹ððµ ð¿ðð»ð ðŒð» ððð¿ð®ðð²ðŽð, ð»ðŒð ðŽðð²ððððŒð¿ðž. You replace reactive decisions with a clear portfolio blueprintâaligned to your goals, risk tolerance, and income needs. ð¯. ð¬ðŒð ðŒðœð²ð¿ð®ðð² ð¹ð¶ðžð² ððµð² ðð¹ðð¿ð®-ðð²ð®ð¹ððµðâðð¶ððµðŒðð ððµð²ð¶ð¿ ðŒðð²ð¿ðµð²ð®ð±. From tax strategy to asset protection, you get the structural advantages of a traditional family office, without needing $500K in staff or $50M in assets. ð§ðµð¶ð ð¶ðð»âð ð®ð¯ðŒðð ðœð¹ð®ðð¶ð»ðŽ ð±ð²ð³ð²ð»ðð². Itâs about building a business around your wealthâso it works as hard as you do. If youâre ready to become the CEO of your portfolio, letâs talk. Hi ð - I am Christopher Nelson - I built and run my own Micro Family Office and teach others how to do the same. Got a couple of slots in my Live Event this week, DM "portfolio" if interested.
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