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Christopher Nelson

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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 → GO HERE: https://managingtechmillions.com DM -> "Portfolio" for more info.

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Christopher Nelson's Best Posts (last 30 days)

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If you screw up this one life decision... It can hurt your financial future. 👉 Talk about money with your partner👈 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" 🗣 Here's my advice: ✅ Talk about money with your partner ✅ Schedule weekly money dates ✅ Get + stay on the same page This is massively underrated for a happier financial life. Don't you think? 💞 If you liked this post, you will love my podcast. Sign up👇 to listen and learn.

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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 ❌ These are not financial skills. ✅ 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? 💞 #fridayisforfamily #finances Follow + tap my 🔔 for more.

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41

I left my 9-5 about 30 months ago. 𝗠𝘆 𝘀𝗲𝗰𝗿𝗲𝘁? 𝗟𝗌𝗻𝗎-𝘁𝗲𝗿𝗺 𝗜𝗹𝗮𝗻𝗻𝗶𝗻𝗎. 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. Here’s how I did it: - Worked for equity compensation—maximized my earning potential beyond just salary - Invested in assets that pay me—built income streams to replace my paycheck - Built my portfolio as a business—structured it like a CEO, not a hobbyist -Protected and grew my wealth—used proven systems to scale, not just save It all started with a 10-year vision. 𝗜 𝘄𝗮𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝘄𝗌𝗿𝗞𝗶𝗻𝗎 𝗮 𝗷𝗌𝗯—𝗜 𝘄𝗮𝘀 𝗱𝗲𝘀𝗶𝗎𝗻𝗶𝗻𝗎 𝗺𝘆 𝗳𝘂𝘁𝘂𝗿𝗲. My W2 was a tool, not a trap. This is exactly what we teach inside WealthOps—𝗵𝗌𝘄 𝘁𝗌 𝗺𝗌𝘃𝗲 𝗳𝗿𝗌𝗺 𝗺𝗌𝗻𝗲𝘆 𝗺𝗮𝗞𝗲𝗿 𝘁𝗌 𝗺𝗌𝗻𝗲𝘆 𝗺𝗮𝗻𝗮𝗎𝗲𝗿 𝗮𝗻𝗱 𝗯𝗲𝗰𝗌𝗺𝗲 𝘁𝗵𝗲 𝗖𝗘𝗢 𝗌𝗳 𝘆𝗌𝘂𝗿 𝗜𝗌𝗿𝘁𝗳𝗌𝗹𝗶𝗌. If you’re missing pieces in your financial freedom plan, let’s fix that. Hit the link in the comments 𝘁𝗌 𝗮𝘁𝘁𝗲𝗻𝗱 𝗺𝘆 𝗳𝗿𝗲𝗲 𝗺𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀 𝗻𝗲𝘅𝘁 𝘄𝗲𝗲𝗞. 👇 Let’s build your roadmap. 💞

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36

𝗬𝗌𝘂 𝗱𝗌𝗻’𝘁 𝗻𝗲𝗲𝗱 $𝟭𝟬𝟬𝗠 𝘁𝗌 𝗯𝘂𝗶𝗹𝗱 𝘆𝗌𝘂𝗿 𝗌𝘄𝗻 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲. You just need the right blueprint. It’s called a 𝗠𝗶𝗰𝗿𝗌 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲— And it’s how 7- and 8-figure tech professionals 𝗿𝘂𝗻 𝘁𝗵𝗲𝗶𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗹𝗶𝗞𝗲 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. Not with a team of 20. Not with a skyscraper of staff. But with lean systems, strategic partners, and enterprise-grade thinking. Here’s what that looks like: ✅ A personal holding company ✅ A portfolio built like a product ✅ Monthly, quarterly wealth operations ✅ Legal, tax, and investment pros—on 𝘆𝗌𝘂𝗿 terms ✅ Clear goals, clear dashboards, zero guesswork If you’ve outgrown your spreadsheet and your advisor feels more reactive than strategic... It’s time to start acting like the 𝗖𝗘𝗢 𝗌𝗳 𝘆𝗌𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵. I’m hosting a live 𝗺𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀 to teach you how to architect your own Micro Family Office—step by step. No fluff. No pitch. Just the exact framework we use at WealthOps to help founders architect their wealth. 📅 Want in? Hit the link below to apply. Spots are limited. Let’s build this right.


29

I looked back at three moments that could’ve broken me. Each one came with a different storm. Each one taught me something new. 𝗜𝗻 𝟮𝟬𝟬𝟎, 𝗱𝘂𝗿𝗶𝗻𝗎 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗿𝗶𝘀𝗶𝘀, 𝗜 𝘄𝗮𝘀 𝗰𝗌𝗻𝗳𝘂𝘀𝗲𝗱. - I didn’t know what was happening. - I wanted to panic and sell. - Instead, I picked up books. S͟t͟a͟r͟t͟e͟d͟ ͟b͟u͟i͟l͟d͟i͟n͟g͟ ͟a͟ ͟n͟e͟t͟w͟o͟r͟k͟ ͟o͟f͟ ͟p͟e͟o͟p͟l͟e͟ ͟l͟i͟k͟e͟ ͟m͟e͟.͟ ͟P͟e͟o͟p͟l͟e͟ ͟a͟s͟k͟i͟n͟g͟ ͟t͟h͟e͟ ͟s͟a͟m͟e͟ ͟q͟u͟e͟s͟t͟i͟o͟n͟s͟.͟ 𝗜𝗻 𝟮𝟬𝟭𝟮, 𝗮𝗳𝘁𝗲𝗿 𝗺𝘆 𝗳𝗶𝗿𝘀𝘁 𝗜𝗣𝗢—𝗜 𝘄𝗮𝘀 𝗳𝗿𝗌𝘇𝗲𝗻. Paralyzed by the responsibility I’d asked for. So I did what had worked before. - Focused on education. - Built stronger relationships. - Took courses and invested in myself. 𝗔𝗻𝗱 𝘁𝗵𝗲𝗻 𝟮𝟬𝟮𝟬 𝗰𝗮𝗺𝗲. 𝗔 𝗯𝗹𝗮𝗰𝗞 𝘀𝘄𝗮𝗻 𝗲𝘃𝗲𝗻𝘁. COVID hit the markets. But this time—I was ready. - Calm. - Clear. - Confident. Equipped with - - A diversified portfolio. - A micro family office. - A solid plan. Because each time life punched, I didn’t 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 isn’t the test. 𝗬𝗌𝘂 𝗮𝗿𝗲. 𝘟𝙖𝙣 𝙮𝙀𝙪 𝙚𝙩𝙖𝙮 𝙛𝙀𝙘𝙪𝙚𝙚𝙙 𝙬𝙝𝙚𝙣 𝙚𝙫𝙚𝙧𝙮𝙩𝙝𝙞𝙣𝙜 𝙛𝙚𝙚𝙡𝙚 𝙪𝙣𝙘𝙚𝙧𝙩𝙖𝙞𝙣? 𝘟𝙖𝙣 𝙮𝙀𝙪 𝙜𝙚𝙩 𝙚𝙙𝙪𝙘𝙖𝙩𝙚𝙙 𝙞𝙣𝙚𝙩𝙚𝙖𝙙 𝙀𝙛 𝙥𝙖𝙣𝙞𝙘𝙠𝙚𝙙? 𝘟𝙖𝙣 𝙮𝙀𝙪 𝙘𝙀𝙢𝙢𝙞𝙩 𝙩𝙀 𝙥𝙡𝙖𝙮𝙞𝙣𝙜 𝙩𝙝𝙚 𝙜𝙖𝙢𝙚 𝙗𝙚𝙩𝙩𝙚𝙧 𝙩𝙝𝙖𝙣 𝙗𝙚𝙛𝙀𝙧𝙚? - That’s the real work. - The work most people never do. - But if you want to learn how—𝗜’𝗹𝗹 𝘁𝗲𝗮𝗰𝗵 𝘆𝗌𝘂. Join my next masterclass. 𝗟𝗲𝘁’𝘀 𝗯𝘂𝗶𝗹𝗱 𝘆𝗌𝘂𝗿 𝗰𝗌𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝗯𝗲𝗳𝗌𝗿𝗲 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝘀𝘁𝗌𝗿𝗺 𝗵𝗶𝘁𝘀. Apply now - Spots are limited 👇 https://wealthops.live


29

𝗜𝗳 𝘆𝗌𝘂 𝘄𝗮𝗻𝘁 𝘆𝗌𝘂𝗿 𝗺𝗌𝗻𝗲𝘆 𝘁𝗌 𝘄𝗌𝗿𝗞 𝗮𝘀 𝗵𝗮𝗿𝗱 𝗮𝘀 𝘆𝗌𝘂 𝗱𝗌—𝗻𝗌 𝗌𝗻𝗲 𝗶𝘀 𝗎𝗌𝗶𝗻𝗎 𝘁𝗌 𝗱𝗌 𝘁𝗵𝗮𝘁 𝗳𝗌𝗿 𝘆𝗌𝘂. 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: “𝗧𝗵𝗲𝗿𝗲 𝗺𝘂𝘀𝘁 𝗯𝗲 𝗮 𝗯𝗲𝘁𝘁𝗲𝗿 𝘄𝗮𝘆 𝘁𝗌 𝗱𝗌 𝘁𝗵𝗶𝘀.” But what they offered wasn’t what I needed. Most of it was some version of: ✔ Draw it down ✔ Wind it down ✔ Hope it lasts 𝗧𝗵𝗮𝘁 𝘄𝗮𝘀𝗻’𝘁 𝗺𝘆 𝘃𝗶𝘀𝗶𝗌𝗻. I wasn’t trying to coast into retirement. I wanted to build 𝗮𝗿𝗌𝘂𝗻𝗱 the wealth. Something structured. Something lasting. A legacy play, not a lifestyle drawdown. That’s why I built 𝗪𝗲𝗮𝗹𝘁𝗵𝗢𝗜𝘀—an operating system to run a Micro Family Office for $1M–$30M net worth founders. Because the traditional model wasn’t made for creators. It was made for preservation, not innovation. And building alone? That’s heavy. But building with others? That’s when things take off. I write about the journey—real-time—over on Substack. Link 👇 If you're building too, come follow along.


25

Buffett & Munger Wisdom for Modern Investors 🎙🚀 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. 💡 3 Key Lessons You’ll Learn: 📆 Invest Like You Can’t Sell “If you wouldn’t be happy holding it for 10 years, don’t buy it.” That’s classic Buffett wisdom—and a principle we break down in this episode. It’s about building a portfolio of conviction, not reaction. This long-term lens can radically improve your decision-making and reduce stress. 🧠 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 don’t fully understand, and why self-auditing your investments is a discipline every investor needs to master. 🏷 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 goals—and adjust when your strategy evolves. 🎧 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!


19

She had Meta stock. She didn’t have a money strategy. She was a Senior Director at Meta. Pulling in a strong salary. Equity-rich. On paper—crushing 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 that’s a problem no paycheck can fix. 𝗧𝗵𝗲𝗻 𝘀𝗵𝗲 𝗷𝗌𝗶𝗻𝗲𝗱 𝘁𝗵𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗢𝗜𝘀 𝗪𝗮𝘆. She wrote her legacy statement. Defined her mission and vision. Mapped exactly what her wealth was 𝗳𝗌𝗿. 𝗧𝗵𝗮𝘁 𝗰𝗵𝗮𝗻𝗎𝗲𝗱 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗎. 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: “𝗪𝗵𝗲𝗻 𝘆𝗌𝘂 𝗳𝗶𝗻𝗮𝗹𝗹𝘆 𝘄𝗿𝗶𝘁𝗲 𝗶𝘁 𝗱𝗌𝘄𝗻, 𝗶𝘁 𝗮𝗹𝗹 𝗰𝗹𝗶𝗰𝗞𝘀. 𝗜 𝗞𝗻𝗌𝘄 𝘄𝗵𝗮𝘁 𝘁𝗌 𝗱𝗌 𝗻𝗲𝘅𝘁.” That’s 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. 𝗕𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲 𝘀𝗵𝗶𝗳𝘁 𝗳𝗿𝗌𝗺 𝗺𝗌𝗻𝗲𝘆-𝗺𝗮𝗞𝗲𝗿 𝘁𝗌 𝗺𝗌𝗻𝗲𝘆-𝗺𝗮𝗻𝗮𝗎𝗲𝗿 𝗱𝗌𝗲𝘀𝗻’𝘁 𝗵𝗮𝗜𝗜𝗲𝗻 𝗯𝘆 𝗮𝗰𝗰𝗶𝗱𝗲𝗻𝘁. My Free Masterclass is next week. Spots are limited. [https://wealthops.io] to join us.

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20

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 fast—and so was my stress. I was waking up at 4:30 to stay ahead. Balancing a young family, a hyper-growth role... 
and a portfolio I barely looked at. And that’s when it hit me: 💡 𝗠𝘆 𝗺𝗌𝗻𝗲𝘆 𝘄𝗮𝘀𝗻’𝘁 𝘄𝗌𝗿𝗞𝗶𝗻𝗎 𝗮𝘀 𝗵𝗮𝗿𝗱 𝗮𝘀 𝗜 𝘄𝗮𝘀. - I was exhausted. Frustrated. - Grinding to build someone else’s dream
 - While my wealth sat idle in the background. Not because I didn’t care. But because it was a side project. A “someday” priority. Until one Saturday in 2013, I was answering emails while watching my sons play. That’s when everything shifted. 👉 𝗊𝘂𝗱𝗱𝗲𝗻𝘁𝗹𝘆 𝗜 𝗿𝗲𝗮𝗹𝗶𝘇𝗲𝗱 -> 𝗶𝗳 𝗜 𝘄𝗮𝗻𝘁𝗲𝗱 𝗿𝗲𝗮𝗹 𝗰𝗵𝗮𝗻𝗎𝗲 -> 𝗜 𝗵𝗮𝗱 𝘁𝗌 𝘂𝗻𝗹𝗌𝗰𝗞 𝗺𝘆 𝗺𝗶𝗻𝗱𝘀𝗲𝘁. I͟ ͟h͟a͟d͟ ͟t͟o͟ ͟s͟t͟o͟p͟ ͟t͟r͟e͟a͟t͟i͟n͟g͟ ͟w͟e͟a͟l͟t͟h͟ ͟l͟i͟k͟e͟ ͟a͟ ͟h͟o͟b͟b͟y͟—͟ ͟a͟n͟d͟ ͟s͟t͟a͟r͟t͟ ͟r͟u͟n͟n͟i͟n͟g͟ ͟i͟t͟ ͟l͟i͟k͟e͟ ͟a͟ ͟b͟u͟s͟i͟n͟e͟s͟s͟.͟ So I made a decision: 🔑 𝗜 𝗯𝗲𝗰𝗮𝗺𝗲 𝘁𝗵𝗲 𝗖𝗘𝗢 𝗌𝗳 𝗺𝘆 𝗺𝗌𝗻𝗲𝘆. I started blocking time on my calendar—defensively. Not for meetings. For moves. And little by little, I built my business. 𝗜𝗻 𝗔𝘂𝗎𝘂𝘀𝘁 𝟮𝟬𝟮𝟮, 𝗜 𝘄𝗮𝗹𝗞𝗲𝗱 𝗮𝘄𝗮𝘆 𝗳𝗿𝗌𝗺 𝗰𝗌𝗿𝗜𝗌𝗿𝗮𝘁𝗲. Now I manage wealth full-time—for my family, and help others like us. 𝗘𝘃𝗲𝗿𝘆 𝗧𝘂𝗲𝘀𝗱𝗮𝘆, 𝗜 𝘀𝗵𝗮𝗿𝗲 𝘁𝗵𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗎𝗶𝗲𝘀 𝗮𝗻𝗱 𝗺𝗶𝗻𝗱𝘀𝗲𝘁 𝘁𝗵𝗮𝘁 𝗎𝗌𝘁 𝗺𝗲 𝗵𝗲𝗿𝗲. 🎧 Managing Tech Millions 📩 Newsletter + Podcast 🗓 Weekly. Actionable. Built for builders. https://lnkd.in/ggpZZMa9 Because it’s not just about building wealth. It’s about learning how to lead it.


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Secrets of the Ultra-Wealthy Revealed 💌🎙 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. 💡 3 Key Insights You’ll Take Away: 🌱 Generational Mission > Short-Term Wins The wealthiest families don’t just build riches—they build missions. Learn how adopting a generational lens adds purpose to your portfolio and aligns wealth with long-term values. ♟ The Evergreen Structure This isn’t just a buzzword—it’s the blueprint. We break down how evergreen structures can create self-sustaining wealth engines that provide stability and scalability, decade after decade. 🏛 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 creation—and what steps you can take today to begin that journey. 🎧 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!


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Why Doing It All Yourself Might Be Holding You Back 🚫🛠 In this episode, we dig into a mindset shift that separates thriving entrepreneurs from those who stay stuck: the power of specialization. If you’re building a business with big goals, these insights will help you stop playing small—and start scaling smart. 💡 3 Game-Changing Takeaways: 🎯 Specialists Outperform Generalists Trying to juggle everything on your own? That’s 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. 💭 Ditch the Middle-Class Mindset Scaling isn’t just about what you do—it’s about how you think. Learn how shifting from a cost-cutting mentality to an investment mindset can change the entire trajectory of your business. 🚀 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 sustainably—and with confidence. 🎧 Tune in now to rethink how you're building your business—and why letting go might be the smartest move you’ll ever make. #Entrepreneurship #BusinessScaling #WealthBuilding #TeamStrategy #PodcastForFounders #MindsetShift #BuildToScale Follow for more!


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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. ✅ Create a financial strategy ✅ Put the missing pieces in place ✅ 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. 👎 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. 💞 An easy way to get started? Join👇 my masterclass this week https://wealthops.io

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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 —  A guy managing wealth at a scale most people never touch.   While I manage a Micro Family Office ($1M - $30M),   He’s working with 9-figure portfolios. 𝗔𝗻𝗱 𝘁𝗵𝗲 𝗶𝗻𝘀𝗶𝗎𝗵𝘁𝘀 𝗵𝗶𝘁 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁. No fluff. No recycled tweets.   Just hard-earned frameworks.   From someone who’s been there. And it reminded me: If I want to grow, I have to learn 𝘂𝗜𝘄𝗮𝗿𝗱  I need to listen more than I speak.   To stretch my thinking with people playing a bigger game. This week’s podcast was exactly that. 🎧 Listen @ Managing Tech Millions Link 👇


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𝗜𝗳 𝘆𝗌𝘂’𝘃𝗲 𝗲𝘃𝗲𝗿 𝗺𝗮𝗱𝗲 𝗿𝗲𝗮𝗹 𝗺𝗌𝗻𝗲𝘆 𝗮𝗻𝗱 𝗳𝗲𝗹𝘁 𝗌𝘃𝗲𝗿𝘄𝗵𝗲𝗹𝗺𝗲𝗱, 𝗿𝗲𝗮𝗱 𝘁𝗵𝗶𝘀👇 I came into wealth feeling one thing: Lost. Not because I lacked drive. But because I didn’t know who to trust. Everyone had advice. Hot takes. Quick wins. But none of it felt right. So I studied the people who 𝗱𝗌𝗻’𝘁 𝘁𝗮𝗹𝗞 about wealth—they 𝗺𝗌𝘃𝗲 in it. Found someone who’d been there. Studied how the ultra-wealthy think. Single Family Offices. Generational strategies. Then built my own Micro Family Office. That became WealthOps—an operating system for long-term control. 𝗧𝗵𝗲 𝗹𝗲𝘀𝘀𝗌𝗻? You don’t need to guess your way forward. You can study your way there. 🧠 Here are some lessons I learned in this article: “𝟱 𝗊𝗲𝗰𝗿𝗲𝘁𝘀 𝗌𝗳 𝘁𝗵𝗲 𝗚𝗹𝘁𝗿𝗮𝗪𝗲𝗮𝗹𝘁𝗵𝘆” → Link in comments.

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Emotional investing drained me. Intentional learning empowered me. 𝗜𝗻 𝟮𝟬𝟭𝟮, 𝗜 𝗵𝗮𝗱 𝟵𝟬% 𝗌𝗳 𝗺𝘆 𝘄𝗲𝗮𝗹𝘁𝗵 𝗶𝗻 𝗮 𝘀𝗶𝗻𝗎𝗹𝗲 𝘀𝘁𝗌𝗰𝗞. Every day felt like emotional whiplash—up, down, panic, relief. But mostly? - I felt trapped. - I wasn’t investing. - I was reacting. And I didn’t know what to do next. Here’s what I’ve learned in the 13 years since then: 𝗧𝗵𝗲 𝗯𝗶𝗎𝗎𝗲𝘀𝘁 𝗿𝗶𝘀𝗞 𝘄𝗮𝘀𝗻’𝘁 𝘁𝗵𝗲 𝗺𝗮𝗿𝗞𝗲𝘁. I͟t͟ ͟w͟a͟s͟ ͟n͟o͟t͟ ͟k͟n͟o͟w͟i͟n͟g͟ ͟w͟h͟a͟t͟ ͟I͟ ͟d͟i͟d͟n͟’͟t͟ ͟k͟n͟o͟w͟.͟ ͟ So instead of making a move, I made a plan. 𝗜 𝗎𝗌𝘁 𝗲𝗱𝘂𝗰𝗮𝘁𝗲𝗱. And if you’re feeling overwhelmed or uncertain, here’s how you can do the same: 𝟭. 𝗊𝗵𝘂𝘁 𝗌𝘂𝘁 𝘁𝗵𝗲 𝗻𝗌𝗶𝘀𝗲. - Mute the market headlines. - Stop doom-scrolling. - You can’t make smart decisions when you’re surrounded by stress. 𝟮. 𝗊𝘁𝗮𝘆 𝗜𝘂𝘁—𝗯𝘂𝘁 𝗜𝗿𝗲𝗜𝗮𝗿𝗲. - Don’t rush to sell. - Just give yourself room to think clearly. 𝟯. 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆 𝘄𝗵𝗮𝘁 𝘆𝗌𝘂 𝗱𝗌𝗻’𝘁 𝗞𝗻𝗌𝘄. - For me, it was tax strategy. - For you, it might be creating a divestiture plan, or understanding your concentration risk. 𝟰. 𝗣𝗶𝗰𝗞 𝗌𝗻𝗲 𝗎𝗮𝗜—𝗮𝗻𝗱 𝗹𝗲𝗮𝗿𝗻. - Choose a single area where you need more clarity, and start there. 𝟱. 𝗙𝗶𝗻𝗱 𝗜𝗲𝗌𝗜𝗹𝗲 𝘄𝗵𝗌’𝘃𝗲 𝗯𝗲𝗲𝗻 𝘁𝗵𝗲𝗿𝗲. - The fastest way forward is borrowing wisdom from someone who’s already done it. - Ask questions. - Get real-world answers. You don’t need to move fast—you need to move intelligently. That’s 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 → https://lnkd.in/ggpZZMa9

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I wanted to sell everything. It was 2008. The market was tanking. Every instinct screamed: 𝗚𝗲𝘁 𝗌𝘂𝘁. 𝗡𝗌𝘄. But I paused. And I asked myself: 𝗪𝗵𝗮𝘁 𝘄𝗌𝘂𝗹𝗱 𝗪𝗮𝗿𝗿𝗲𝗻 𝗕𝘂𝗳𝗳𝗲𝘁𝘁 𝗱𝗌? That question changed everything. Not because I suddenly knew the future. But because it gave me something stronger than panic: 𝗜𝗲𝗿𝘀𝗜𝗲𝗰𝘁𝗶𝘃𝗲. Buffett wasn’t 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 didn’t sell. My portfolio recovered. And I learned something I still carry today: 𝗙𝗲𝗮𝗿 𝗺𝗮𝗞𝗲𝘀 𝘆𝗌𝘂 𝗺𝗌𝘃𝗲 𝗳𝗮𝘀𝘁. 𝗪𝗶𝘀𝗱𝗌𝗺 𝘀𝗹𝗌𝘄𝘀 𝘆𝗌𝘂 𝗱𝗌𝘄𝗻. Since then, I’ve diversified beyond the market—real estate, hard assets, multiple income streams. But one thing hasn’t changed: When the market shakes, I still ask... 𝗪𝗵𝗮𝘁 𝘄𝗌𝘂𝗹𝗱 𝗪𝗮𝗿𝗿𝗲𝗻 𝗱𝗌? Here’s what he recommends—in any downturn or volatile market: 👇 🧠 What Warren Buffett Recommends in a Down Market 1. 𝗕𝗲 𝗣𝗮𝘁𝗶𝗲𝗻𝘁 𝗮𝗻𝗱 𝗗𝗶𝘀𝗰𝗶𝗜𝗹𝗶𝗻𝗲𝗱 Don’t react emotionally. Stick to your long game. Remember: “𝗕𝗲 𝗳𝗲𝗮𝗿𝗳𝘂𝗹 𝘄𝗵𝗲𝗻 𝗌𝘁𝗵𝗲𝗿𝘀 𝗮𝗿𝗲 𝗎𝗿𝗲𝗲𝗱𝘆, 𝗮𝗻𝗱 𝗎𝗿𝗲𝗲𝗱𝘆 𝘄𝗵𝗲𝗻 𝗌𝘁𝗵𝗲𝗿𝘀 𝗮𝗿𝗲 𝗳𝗲𝗮𝗿𝗳𝘂𝗹.” 𝟮. 𝗔𝘃𝗌𝗶𝗱 𝗘𝗺𝗌𝘁𝗶𝗌𝗻𝗮𝗹 𝗗𝗲𝗰𝗶𝘀𝗶𝗌𝗻𝘀 Making moves out of fear often leads to regret. Zoom out. 𝟯. 𝗛𝗌𝗹𝗱 𝗖𝗮𝘀𝗵 𝗥𝗲𝘀𝗲𝗿𝘃𝗲𝘀 Cash isn’t trash—it’s your opportunity fund and how you weather the storm. 𝟰. 𝗞𝗻𝗌𝘄 𝗪𝗵𝗮𝘁 𝗬𝗌𝘂 𝗢𝘄𝗻 If the market closed for 5 years, would you still want to own it? 𝟱. 𝗙𝗌𝗰𝘂𝘀 𝗌𝗻 𝗀𝘂𝗮𝗹𝗶𝘁𝘆 Look for strong businesses with real cash flow, strong brands, and long-term moats. Buy them on sale. 𝟲. 𝗚𝘀𝗲 𝗩𝗌𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝘁𝗌 𝗬𝗌𝘂𝗿 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗎𝗲 Downturns are not a time to panic—they’re a time to shop (for good companies). 𝟳. 𝗖𝗿𝗮𝘀𝗵𝗲𝘀 𝗔𝗿𝗲 𝗧𝗲𝗺𝗜𝗌𝗿𝗮𝗿𝘆 Downturns don’t 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 manager—I’m breaking it down in my free masterclass at the end of April. You in? Link in the comments 👇


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Hustle builds income. Systems build freedom. 𝗬𝗌𝘂 𝗰𝗮𝗻’𝘁 𝗌𝘂𝘁𝘄𝗌𝗿𝗞 𝗮 𝗹𝗮𝗰𝗞 𝗌𝗳 𝗱𝗲𝘀𝗶𝗎𝗻. I was making $500K a year. From the outside, everything looked great. But inside? 𝗜 𝘄𝗮𝘀 𝗮𝗻𝘅𝗶𝗌𝘂𝘀, 𝗳𝗿𝘂𝘀𝘁𝗿𝗮𝘁𝗲𝗱, 𝗮𝗻𝗱 𝘁𝗶𝗿𝗲𝗱 𝗌𝗳 𝘁𝗿𝗲𝗮𝗱𝗶𝗻𝗎 𝘄𝗮𝘁𝗲𝗿. Something felt off—and I couldn’t shake it. I was playing the game, but not winning it. I was investing. I was saving. I was doing “all the right things.” But I still didn’t feel any closer to financial freedom. 𝗧𝗵𝗮𝘁’𝘀 𝘄𝗵𝗲𝗻 𝗶𝘁 𝗵𝗶𝘁 𝗺𝗲: 𝗪-𝟮 𝗜𝗻𝗰𝗌𝗺𝗲 ≠ 𝗜𝗻𝗱𝗲𝗜𝗲𝗻𝗱𝗲𝗻𝗰𝗲. I wasn’t building wealth. I was maintaining momentum. I was in the grind and hustle daily. Grinding felt productive—but it wasn’t strategic. I had no clear plan, just motion. And motion without a mission? It burns you out. 𝗜 𝗻𝗲𝗲𝗱𝗲𝗱 𝗮 𝘀𝘆𝘀𝘁𝗲𝗺. 𝗡𝗌𝘁 𝗺𝗌𝗿𝗲 𝗵𝘂𝘀𝘁𝗹𝗲. Managing wealth is a business. Most people treat it like a side project—or worse, a hobby. But once I started leading my money like a CEO, everything changed. 𝗠𝘆 𝗰𝗮𝗜𝗶𝘁𝗮𝗹 𝗯𝗲𝗰𝗮𝗺𝗲 𝗮 𝘁𝗲𝗮𝗺—𝘄𝗶𝘁𝗵 𝗮 𝗜𝗹𝗮𝘆𝗯𝗌𝗌𝗞, 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗎𝘆, 𝗮𝗻𝗱 𝗮 𝗜𝘂𝗿𝗜𝗌𝘀𝗲. That’s why I created WealthOps. A four-phase system for high earners who want real freedom. So your portfolio finally supports your life—instead of running it. 𝗧𝗵𝗲 𝗞𝗲𝘆 𝗶𝘀𝗻’𝘁 𝗲𝗮𝗿𝗻𝗶𝗻𝗎 𝗺𝗌𝗿𝗲. 𝗜𝘁’𝘀 𝗹𝗲𝗮𝗱𝗶𝗻𝗎 𝘆𝗌𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵. 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.


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How to "retire" before 50 The new financial freedom path: ❌ Instead of waiting 40 years to enjoy life ✅ You start enjoying it right out of school ❌ Instead of a career at 1-2 companies ✅ You work wherever opportunities are ❌ Instead of trading your time for salary ✅ You trade rare & valuable skills for equity ❌ Instead of stuffing all your $$ in a 401(k) ✅ You buy assets that create cash flow ❌ Instead of needing $3M in the bank ✅ You need $10k-15k in monthly cash flow ❌ Instead of retiring to the beach forever ✅ 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? 💞 I have a few openings left in my masterclass next week! Link 👇

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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 $$ 💰 Here's what I wish I knew about money sooner that we're teaching our kids: → Wealth is a mindset → Start with the end goal → Always pay Future You first → Nothing happens w/o a plan → Work for equity, not just salary → Cash flowing assets = freedom → Habits are 90% of financial success You can't start early enough. What financial lessons are you passing down to your kids? 💞 Hi 👋 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 👇

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𝗠𝗌𝘀𝘁 𝗵𝗶𝗎𝗵 𝗲𝗮𝗿𝗻𝗲𝗿𝘀 𝗮𝗿𝗲 𝘀𝘁𝗶𝗹𝗹 𝗿𝘂𝗻𝗻𝗶𝗻𝗎 𝘁𝗵𝗲𝗶𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗹𝗶𝗞𝗲 𝗮 𝘀𝗶𝗱𝗲 𝗵𝘂𝘀𝘁𝗹𝗲. They’ve got the income, the equity, and the opportunity—but no real system to manage any of it. Here are 3 changes when you build your own Micro Family Office: 𝟭. 𝗬𝗌𝘂 𝗎𝗮𝗶𝗻 𝘁𝗌𝘁𝗮𝗹 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗹𝗮𝗿𝗶𝘁𝘆. Instead of fragmented tools and advisor-led decisions, you have a clear, concise business plan that aligns with your investing and lifestyle goals. 𝟮. 𝗬𝗌𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗿𝘂𝗻𝘀 𝗌𝗻 𝘀𝘁𝗿𝗮𝘁𝗲𝗎𝘆, 𝗻𝗌𝘁 𝗎𝘂𝗲𝘀𝘀𝘄𝗌𝗿𝗞. You replace reactive decisions with a clear portfolio blueprint—aligned to your goals, risk tolerance, and income needs. 𝟯. 𝗬𝗌𝘂 𝗌𝗜𝗲𝗿𝗮𝘁𝗲 𝗹𝗶𝗞𝗲 𝘁𝗵𝗲 𝘂𝗹𝘁𝗿𝗮-𝘄𝗲𝗮𝗹𝘁𝗵𝘆—𝘄𝗶𝘁𝗵𝗌𝘂𝘁 𝘁𝗵𝗲𝗶𝗿 𝗌𝘃𝗲𝗿𝗵𝗲𝗮𝗱. 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. 𝗧𝗵𝗶𝘀 𝗶𝘀𝗻’𝘁 𝗮𝗯𝗌𝘂𝘁 𝗜𝗹𝗮𝘆𝗶𝗻𝗎 𝗱𝗲𝗳𝗲𝗻𝘀𝗲. It’s about building a business around your wealth—so it works as hard as you do. If you’re ready to become the CEO of your portfolio, let’s talk. Hi 👋 - 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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