Christopher Nelson's Linkedin Analytics

Getting rich is a moment. Staying rich is a mindset. In 2012, I faced my first IPO. I was scared sh*tless. I had worked for years to get to this moment. Long nights. Early mornings. Putting everything into a company that might not make it. 𝗧𝗵𝗲𝗻 𝘀𝘂𝗱𝗱𝗲𝗻𝗹𝘆, 𝗶𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝗲𝗱. The wealth event. Stock. Options. Paper millions. But instead of celebrating, my mind raced. 𝙃𝙤𝙬 𝙙𝙤 𝙄 𝙢𝙖𝙣𝙖𝙜𝙚 𝙩𝙝𝙞𝙨 𝙢𝙤𝙣𝙚𝙮? 𝙃𝙤𝙬 𝙙𝙤 𝙄 𝙢𝙖𝙠𝙚 𝙞𝙩 𝙡𝙖𝙨𝙩 𝙛𝙤𝙧 𝙢𝙮 𝙠𝙞𝙙𝙨? 𝙃𝙤𝙬 𝙙𝙤 𝙄 𝙩𝙪𝙧𝙣 𝙩𝙝𝙞𝙨 𝙞𝙣𝙩𝙤 𝙖𝙘𝙩𝙪𝙖𝙡 𝙛𝙧𝙚𝙚𝙙𝙤𝙢? 𝙃𝙤𝙬 𝙙𝙤 𝙄 𝙣𝙤𝙩 𝙨𝙘𝙧𝙚𝙬 𝙩𝙝𝙞𝙨 𝙤𝙥𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙩𝙮 𝙪𝙥? I had seen too many people lose it all. They spent too fast. Made bad investments. Thought the money would last forever. Then reality hit. So I made a different choice. 𝙏𝙝𝙞𝙣𝙠 𝙤𝙛 𝙢𝙮 𝙥𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙖𝙨 𝙖 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨. 𝘽𝙪𝙞𝙡𝙩 𝙖 𝙡𝙤𝙣𝙜-𝙩𝙚𝙧𝙢 𝙥𝙡𝙖𝙣. 𝙏𝙪𝙧𝙣𝙚𝙙 𝙢𝙮 𝙚𝙦𝙪𝙞𝙩𝙮 𝙞𝙣𝙩𝙤 "𝙥𝙖𝙮𝙘𝙝𝙚𝙘𝙠𝙨." I made sure my wealth would last. Now I help others in tech do the same. Because making money is one thing. Keeping it is another. Plan ahead. This is how you keep what you earned. Got it. Want to learn more? 👇 https://lnkd.in/gDYr4VbY

𝗬𝗼𝘂’𝗿𝗲 𝗺𝗮𝗸𝗶𝗻𝗴 $𝟱𝟬𝟬𝗞. You’ve worked hard. Earned multiple six or seven figures. Invested in stocks, maxed out retirement accounts, dabbled in real estate and private equity. But now what? No matter how much you work or invest, financial independence still feels out of reach. I was the same way—drifting, aimless, thinking consistency alone would get me there. But without a clear plan, you’re just treading water. 𝗪𝗲𝗮𝗹𝘁𝗵 𝗶𝘀𝗻’𝘁 𝗯𝘂𝗶𝗹𝘁 𝗯𝘆 𝗰𝗵𝗮𝗻𝗰𝗲. 𝗜𝘁’𝘀 𝗯𝘂𝗶𝗹𝘁 𝗯𝘆 𝗱𝗲𝘀𝗶𝗴𝗻. M͟o͟r͟n͟i͟n͟g͟s͟t͟a͟r͟ ͟f͟o͟u͟n͟d͟ ͟g͟o͟a͟l͟-͟b͟a͟s͟e͟d͟ ͟i͟n͟v͟e͟s͟t͟i͟n͟g͟ ͟i͟n͟c͟r͟e͟a͟s͟e͟s͟ ͟c͟l͟i͟e͟n͟t͟ ͟w͟e͟a͟l͟t͟h͟ ͟b͟y͟ ͟o͟v͟e͟r͟ ͟1͟5͟%͟ 7͟7͟%͟ ͟o͟f͟ ͟f͟a͟m͟i͟l͟y͟ ͟o͟f͟f͟i͟c͟e͟s͟ ͟o͟u͟t͟p͟e͟r͟f͟o͟r͟m͟ ͟t͟h͟e͟ ͟m͟a͟r͟k͟e͟t͟.͟ ͟ Why? Because they invest with a structured plan. 𝗜𝘁 𝘁𝗼𝗼𝗸 𝗺𝗲 𝗮 𝗱𝗲𝗰𝗮𝗱𝗲 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝗺𝗶𝗻𝗲. 𝗡𝗼𝘄, 𝗶𝘁’𝘀 𝗪𝗲𝗮𝗹𝘁𝗵𝗢𝗽𝘀. A four-phase system to systematize your wealth: 0 - Reframe (adopt a Wealth CEO mindset) 1 - Architect (design your plan) 2 - Build (implement it) 3 - Run (manage it like a family office) 𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗱𝗼𝗻𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗮𝗶𝗺𝗹𝗲𝘀𝘀𝗹𝘆, 𝗜’𝗺 𝗵𝗼𝘀𝘁𝗶𝗻𝗴 𝗮 𝗳𝗿𝗲𝗲 𝗺𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀 𝗼𝗻 𝗙𝗲𝗯 𝟮𝟲-𝟮𝟳. I’ll show you exactly how to systematize your wealth and run your portfolio like the ultra-wealthy. 𝗗𝗠 𝗺𝗲 "𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼" 𝘁𝗼 𝗮𝗽𝗽𝗹𝘆—𝗼𝗻𝗹𝘆 𝟭𝟭 𝘀𝗽𝗼𝘁𝘀 𝗹𝗲𝗳𝘁.

Wealth management isn’t for everyone. But I thought I had it all figured out. I was making great money. Solving hard technical and business problems daily. Working long hours. Closing deals. 𝗕𝘂𝘁 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗳𝗲𝗹𝘁 𝗼𝗳𝗳. I looked at my bank account. I looked at my investments. I looked at my time. And I realized... I was working too hard to have so little to show for it. I thought making more money would fix it. So I chased bigger projects. Took on more responsibility. Increased my income. But the problem didn’t go away. Because I wasn’t managing my wealth. I was just earning it. And spending it. Hoping that somehow, someday, things would “work out.” They didn’t. Until I stopped treating wealth like a hobby. And started treating it like a business. No more guessing. No more hoping. No more “I’ll figure it out later.” Just real systems. Real strategies. Real control. And that changed everything. The dream lifestyle doesn’t come from making more. It comes from managing better. Start treating your wealth like a business today. It’s not a hobby. 𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗱𝗼𝗻𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗮𝗶𝗺𝗹𝗲𝘀𝘀𝗹𝘆, 𝗜’𝗺 𝗵𝗼𝘀𝘁𝗶𝗻𝗴 𝗮 𝗳𝗿𝗲𝗲 𝗺𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀 𝗼𝗻 𝗠𝗮𝗿𝗰𝗵 𝟮𝟲-𝟮𝟳. I’ll show you exactly how to systematize your wealth and run your portfolio like the ultra-wealthy. 𝗗𝗠 𝗺𝗲 "𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼" 𝘁𝗼 𝗮𝗽𝗽𝗹𝘆—𝗼𝗻𝗹𝘆 𝟮𝟬 𝘀𝗽𝗼𝘁𝘀

I thought money would solve everything. That once I had enough, life would be different. Easier. Freer. And in some ways, it was. 𝗕𝘂𝘁 𝗮𝗳𝘁𝗲𝗿 𝗺𝘆 𝗳𝗶𝗿𝘀𝘁 𝗜𝗣𝗢, 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗳𝗲𝗹𝘁... 𝗼𝗳𝗳. I had wealth. But I didn’t have control. I listened to others tell me what to do with my money. Wealth managers. Private bankers. Investment advisors. And every single one pushed me toward the same generic portfolio. Diversify. Grow slowly. Follow the model. “𝗧𝗵𝗲𝘆 𝘀𝗲𝗹𝗹 𝘆𝗼𝘂 ,𝘀𝗮𝗳𝗲𝘁𝘆.’ 𝗪𝗵𝗮𝘁 𝘁𝗵𝗲𝘆 𝗿𝗲𝗮𝗹𝗹𝘆 𝗺𝗲𝗮𝗻 𝗶𝘀 𝗰𝗼𝗻𝘁𝗿𝗼𝗹.” Because keeping you passive keeps them paid. But that didn’t sit right with me. Because I didn’t build my wealth by following the crowd. So why would I manage it that way? I decided to take the road less traveled. I took back control. I stopped outsourcing my financial future to people who didn’t understand my goals. “𝗧𝗵𝗲𝘆 𝘀𝗰𝗮𝗿𝗲 𝘆𝗼𝘂 𝗮𝘄𝗮𝘆 𝗳𝗿𝗼𝗺 𝗿𝗶𝘀𝗸 𝘀𝗼 𝘆𝗼𝘂 𝗻𝗲𝘃𝗲𝗿 𝘁𝗮𝗸𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹.” Because if you owned real assets, you wouldn’t need them. 𝗔𝗻𝗱 𝗜 𝗹𝗲𝗮𝗿𝗻𝗲𝗱 𝗵𝗼𝘄 𝘁𝗼 𝗺𝗮𝗻𝗮𝗴𝗲 𝗺𝘆 𝘄𝗲𝗮𝗹𝘁𝗵 *𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁𝗹𝘆*. Not just stocks and bonds. But investments that worked for me. “𝗥𝗲𝗮𝗹 𝘄𝗲𝗮𝗹𝘁𝗵 𝘁𝗮𝗸𝗲𝘀 𝘄𝗼𝗿𝗸. 𝗧𝗵𝗲𝘆 𝗴𝗲𝘁 𝗿𝗶𝗰𝗵 𝗯𝘆 𝘁𝗲𝗹𝗹𝗶𝗻𝗴 𝘆𝗼𝘂 𝗶𝘁 𝗱𝗼𝗲𝘀𝗻’𝘁.” G͟e͟n͟e͟r͟i͟c͟ ͟g͟r͟o͟w͟t͟h͟ ͟p͟o͟r͟t͟f͟o͟l͟i͟o͟s͟ ͟a͟r͟e͟n͟’͟t͟ ͟w͟e͟a͟l͟t͟h͟—͟t͟h͟e͟y͟’͟r͟e͟ ͟a͟ ͟p͟r͟o͟d͟u͟c͟t͟.͟ After 12 years of refining this process, I built something most people never talk about: A Solo Family Office. A system that put me in the driver’s seat. “𝗧𝗵𝗲𝘆 𝗺𝗮𝗻𝗮𝗴𝗲 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆 𝘀𝗼 𝘆𝗼𝘂 𝗻𝗲𝘃𝗲𝗿 𝗹𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝘁𝗼 𝗼𝘄𝗻 𝗶𝘁.” An educated investor doesn’t need a middleman. And now, I’m teaching it. No generic portfolio. No cookie-cutter advice. No following the crowd. Just real financial independence—the kind that comes from knowing exactly how to make your money work for 𝘆𝗼𝘂. “𝗧𝗵𝗲𝘆 𝘁𝗼𝗹𝗱 𝘆𝗼𝘂 𝗮𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲𝘀 𝗮𝗿𝗲 𝗿𝗶𝘀𝗸𝘆. 𝗧𝗵𝗮𝘁’𝘀 𝘄𝗵𝗮𝘁 𝘁𝗵𝗲𝘆 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗮𝗻𝘆𝘁𝗵𝗶𝗻𝗴 𝘁𝗵𝗲𝘆 𝗱𝗼𝗻’𝘁 𝘀𝗲𝗹𝗹.” If you’ve ever felt like traditional finance isn’t built for you, j͟o͟i͟n͟ ͟m͟e͟ ͟o͟n͟ ͟M͟a͟r͟c͟h͟ ͟2͟6͟t͟h͟ ͟a͟n͟d͟ ͟2͟7͟t͟h͟. This free masterclass is education. And once you see it... You can’t unsee it. Only 20 Spots - Apply today: https://www.wealthops.io/

Growing wealth isn’t about working more. It's about working smarter. I didn’t always believe this. Years ago, I thought effort was everything. Long hours, endless hustle, chasing bigger deals. But instead, I was building stress, not wealth. Then I made one key realization: Wealth doesn’t come from working harder. It grows from systems that work harder. Here’s what changed for me: - I stopped tracking every penny manually. - I automated how my money moved. - I built repeatable steps for scaling investments. What happened next? → I escaped from constant stress. → I gained clarity about my portfolio. → I had time for what truly matters (family and impact). Today, my portfolio runs like its own high-performing business. Not by accident. By design. I call this approach WealthOps, and here’s how I simplify wealth creation: 1/ Architect Your Strategy → Define your long-term goals to guide your investment decisions. 2/ Build Scalable Systems → Automate operations so you can focus on growing wealth. 3/ Optimize as You Go → Continuously improve your approach by learning from past successes. This system transformed how I manage wealth. Instead of working paycheck to paycheck, my portfolio is now my main source for funding my life. Most people overcomplicate wealth management. I did too. Until I realized that systems create freedom. Want help building systems that serve you? Visit https://lnkd.in/ggpZZMa9. Wealth grows smarter, not harder.

One of 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 hashtag#money with your kids? 💸 #fridayisforfamily #finances Follow + tap my 🔔 for more.

I’m not leaving my kids a pile of money when I’m gone. 𝗜’𝗺 𝗹𝗲𝗮𝘃𝗶𝗻𝗴 𝘁𝗵𝗲𝗺 𝗮 𝘁𝗵𝗿𝗶𝘃𝗶𝗻𝗴 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. Why? Because giving them a “sudden wealth event” would set them up for failure. And I refuse to do that. Instead, I’m building an investment business that they’ll grow up being a part of. 💡 They’ll learn to run it—not just inherit it. 💡 WealthOps systems keep it thriving. 💡 Advisors guide them but don’t control them. 💡 Contribution earns. Consumption doesn’t. 💡 This isn’t for one generation—it’s forever. Curious about where to start? 𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗱𝗼𝗻𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗮𝗶𝗺𝗹𝗲𝘀𝘀𝗹𝘆, 𝗜’𝗺 𝗵𝗼𝘀𝘁𝗶𝗻𝗴 𝗮 𝗳𝗿𝗲𝗲 𝗺𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀 𝗼𝗻 𝗙𝗲𝗯 𝟮𝟲-𝟮𝟳. I’ll show you exactly how to systematize your wealth and run your portfolio like the ultra-wealthy. 𝗗𝗠 𝗺𝗲 "𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼" 𝘁𝗼 𝗮𝗽𝗽𝗹𝘆—𝗼𝗻𝗹𝘆 𝗮 𝗳𝗲𝘄 𝘀𝗽𝗼𝘁𝘀 𝗹𝗲𝗳𝘁. 👇 Photo of the Nelson Bro's Chicken Biz - Selling Eggs / Happy Customers since 2019

Random deals create random results. Strategic portfolios build real wealth. You invested in the hot real estate investment. Now what? You work in tech. High income. You heard about real estate and PE. Invested in 1-2 deals. You were seeking income. Some months, a check arrives. But it’s coming in fits and starts. Other months, nothing. You thought it would be passive. But now you're up at night, worried Wondering if you picked the right deals? Concerned that you invested too much in one deal And the worst part? You're not making much progress. 𝗧𝗵𝗲 𝘁𝗿𝘂𝘁𝗵. Without a 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗽𝗹𝗮𝗻, you’re just wandering. No strategy. No clear roadmap. No way to measure success. Just hoping it all works out in the end. B͟u͟t͟ ͟h͟o͟p͟e͟ ͟i͟s͟ ͟n͟o͟t͟ ͟a͟ ͟p͟l͟a͟n͟.͟ 𝗧𝗵𝗲 𝘂𝗹𝘁𝗿𝗮-𝘄𝗲𝗮𝗹𝘁𝗵𝘆 𝗱𝗼𝗻’𝘁 𝗺𝗮𝗻𝗮𝗴𝗲 𝘄𝗲𝗮𝗹𝘁𝗵 𝗹𝗶𝗸𝗲 𝘁𝗵𝗶𝘀. They follow systems. They run their portfolios like businesses. They 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁 before they build. That’s where 𝗪𝗲𝗮𝗹𝘁𝗵𝗢𝗽𝘀 comes in. The first step? 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲. It’s anchored in 4 essential questions: ✔ WHY am I building wealth? ✔ WHAT financial outcomes do I need? ✔ HOW will I measure progress? ✔ WHERE should I invest? Because if you don’t know where you’re going... You won’t like where you end up. Your portfolio is a 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀—start treating it like one. Join my free 𝗺𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀 𝗼𝗻 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲 and build a roadmap like the ultra-wealthy. Spots are limited—sign up here: HTTP://wealthops.live

𝗪𝗵𝗲𝗻 𝗜 𝗰𝗮𝘀𝗵𝗲𝗱 𝗼𝘂𝘁 𝗺𝘆 𝗳𝗶𝗿𝘀𝘁 𝟳-𝗳𝗶𝗴𝘂𝗿𝗲 𝗜𝗣𝗢... 𝗜 𝘁𝗵𝗼𝘂𝗴𝗵𝘁 𝗜 𝗵𝗮𝗱 𝗶𝘁 𝗮𝗹𝗹 𝗳𝗶𝗴𝘂𝗿𝗲𝗱 𝗼𝘂𝘁. I had money. I was excited. And a front-row seat to the highs and lows of the market. 𝗕𝘂𝘁 𝗵𝗲𝗿𝗲’𝘀 𝘁𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺; 𝗜 𝗱𝗶𝗱𝗻’𝘁 𝗵𝗮𝘃𝗲 𝗮 𝗽𝗹𝗮𝗻. • I tried hiring advisors. • I read every book on wealth management. • I tinkered with spreadsheets late into the night. 𝗡𝗼𝘁𝗵𝗶𝗻𝗴 𝘄𝗼𝗿𝗸𝗲𝗱. Turns out, I was falling into the same trap many tech professionals do—𝘁𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝘄𝗲𝗮𝗹𝘁𝗵 𝗹𝗶𝗸𝗲 𝗮 𝘀𝗶𝗱𝗲 𝗵𝘂𝘀𝘁𝗹𝗲 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. I’d spent years learning how to make money… But managing it was a whole different game. The ultra-wealthy don’t leave their financial future to chance. 𝗧𝗵𝗲𝘆 𝗿𝘂𝗻 𝘁𝗵𝗲𝗶𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗽𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗮𝘀 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗰𝗼𝗺𝗽𝗮𝗻𝘆. So, I started doing the same. I built systems. I measured the results. I tweaked and optimized, just like I would a product. At first, it was messy. But over time, managing my wealth became second nature. A set of repeatable processes. 𝗡𝗼𝘁 𝗴𝘂𝗲𝘀𝘀𝘄𝗼𝗿𝗸. Eventually, I turned that system into a framework. A framework that transforms chaos into clarity. 𝗧𝗵𝗮𝘁’𝘀 𝗵𝗼𝘄 𝗪𝗲𝗮𝗹𝘁𝗵𝗢𝗽𝘀 𝘄𝗮𝘀 𝗯𝗼𝗿𝗻—𝗮 𝗯𝗹𝘂𝗲𝗽𝗿𝗶𝗻𝘁 𝘁𝗼 𝗵𝗲𝗹𝗽 𝘁𝗲𝗰𝗵 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 𝗳𝗿𝗼𝗺 𝗺𝗼𝗻𝗲𝘆 𝗺𝗮𝗸𝗲𝗿𝘀 𝘁𝗼 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗖𝗘𝗢𝘀. No more flying blind. No more treating wealth like a part-time hobby. Just a proven system for building, managing, and scaling a 7- or 8-figure portfolio like a generational business. Want to learn how to do the same? Start by joining my 2-Day Masterclass: 𝗧𝗵𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗢𝗽𝘀 𝗪𝗮𝘆. https://www.wealthops.io/ It’s the step-by-step framework I wish I’d had when I started.

🌳 The Evergreen Portfolio: Building Wealth That Lasts for Generations 🎙️ This week, we’re diving deep into the Evergreen Portfolio—a powerful approach to sustainable, long-term wealth building. 🌳 If you're serious about financial growth and legacy planning, this is a must-listen! 💡 Key Takeaways: ✅ Define Your Vision & Mission – Align investments with your core values and long-term financial goals. 🎯 ✅ Strategic Investment Management – A hands-on approach ensures your portfolio evolves with market shifts. 📈 ✅ Create a Generational Legacy – Build wealth that supports your family now and for generations to come. 👨‍👩‍👧‍👦 🎧 Don’t miss out on this game-changing financial strategy! What does financial legacy mean to you? Let’s discuss in the comments! 💬👇 #WealthBuilding #FinancialFreedom #GenerationalWealth #Investing #Podcast Follow for more!

🏡 Building Wealth Through Real Estate & Smart Diversification 📈 In our latest episode, we break down how real estate investing can strengthen your portfolio and provide consistent cash flow. Our guest shares their experience in balancing stocks, private equity, and real estate—and why having multiple streams of income is key. 🔹 Diversification for Stability – Owning assets beyond stocks (like real estate) helps protect against market swings. Our guest owns five single-family homes, generating steady income. 🔹 The Power of Cash Flow – Real estate isn’t just about appreciation; it’s a reliable monthly income source that can fuel long-term wealth creation. 🔹 Leverage Experienced Management – Investing in private equity funds with seasoned managers (20+ years of expertise) can provide strong 6-8% cash-on-cash returns while reducing risk. 💡 If you’re looking to expand your investment strategy, this episode is packed with real-world insights you won’t want to miss. How do you approach diversification? Let’s discuss in the comments! ⬇️ #Podcast #RealEstateInvesting #WealthBuilding #FinancialFreedom #PassiveIncome #SmartInvesting Follow for more!

I left my 9-5 26 months ago. 𝗠𝘆 𝘀𝗲𝗰𝗿𝗲𝘁? 𝗟𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴. 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 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗮 𝗷𝗼𝗯—𝗜 𝘄𝗮𝘀 𝗱𝗲𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗺𝘆 𝗳𝘂𝘁𝘂𝗿𝗲. My W2 was a tool, not a trap. This is exactly what we teach inside WealthOps—𝗵𝗼𝘄 𝘁𝗼 𝗺𝗼𝘃𝗲 𝗳𝗿𝗼𝗺 𝗺𝗼𝗻𝗲𝘆 𝗺𝗮𝗸𝗲𝗿 𝘁𝗼 𝗺𝗼𝗻𝗲𝘆 𝗺𝗮𝗻𝗮𝗴𝗲𝗿 𝗮𝗻𝗱 𝗯𝗲𝗰𝗼𝗺𝗲 𝘁𝗵𝗲 𝗖𝗘𝗢 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼. If you’re missing pieces in your financial freedom plan, let’s fix that. 𝗗𝗠 𝗺𝗲. "𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼" 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱 𝗺𝘆 𝗳𝗿𝗲𝗲 𝗺𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀 𝗻𝗲𝘅𝘁 𝘄𝗲𝗲𝗸. Let’s build your roadmap. 💸

95% locked up and stuck. That was my portfolio after my first IPO. I remember staring at my account, seeing all my wealth tied up—95% concentrated, sitting idle, and growing my anxiety more than my future. I didn’t know what move was “right.” I didn’t know who I could trust. I was afraid that doing something might be worse than doing nothing. Frozen. That’s where many tech professionals get stuck. You keep saying: → “Maybe next year, my stock will go up.” → “I’ll diversify once I have more time.” → “I just need more research…” 𝗠𝗲𝗮𝗻𝘄𝗵𝗶𝗹𝗲, 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗽𝗮𝘀𝘀 𝗯𝘆, 𝘄𝗲𝗮𝗹𝘁𝗵 𝘀𝘁𝗮𝗴𝗻𝗮𝘁𝗲𝘀, 𝗮𝗻𝗱 𝘀𝘁𝗿𝗲𝘀𝘀 𝗰𝗿𝗲𝗲𝗽𝘀 𝘂𝗽. Here’s what I learned: Doing nothing isn’t safe. It’s *costs*. Big time. Back then, I had two choices: 1) Stay stuck, waiting for “perfect timing.” 2) Trust myself, get educated, and take small steps forward. 𝗜 𝗰𝗵𝗼𝘀𝗲 𝗼𝗽𝘁𝗶𝗼𝗻 𝘁𝘄𝗼. I started learning: → Books → Podcasts → Networking with people ahead on this journey → Invest small amounts and scale as I gain confidence Each step built momentum. Each move taught me something new. Fast-forward: I diversified. I built systems. I replaced most (75%) W-2 income with portfolio income. Here’s my takeaway: Fear is normal. But staying stuck is optional. Your first step? Decide: Are you ready *to be* your portfolio’s CEO? If you’re ready, learn how I did this → https://lnkd.in/ggpZZMa9

Every burnt-out tech employee I know thinks 𝗖- 𝗦𝘂𝗶𝘁𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗹 𝗱𝗲𝘀𝘁𝗶𝗻𝗮𝘁𝗶𝗼𝗻.    Every fulfilled tech employee knows 𝗹𝗶𝗳𝗲 𝗮𝗳𝘁𝗲𝗿 𝘁𝗲𝗰𝗵 𝗶𝘀 𝘁𝗵𝗲 𝗱𝗲𝘀𝘁𝗶𝗻𝗮𝘁𝗶𝗼𝗻.    - Time with family  - Time away from the laptop  - Time to build passion projects    After two decades in tech...  With lots of ups and downs...  Eventually leading to freedom...    My advice:    𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗲𝗻𝗱 𝗶𝗻 𝗺𝗶𝗻𝗱.    Plan your exit today.    I'll help you.    Follow my podcast👇 to build your blueprint. https://lnkd.in/gDYr4VbY   💸

The Ultimate Financial Freedom Flex:    No, it's not...    ❌ More cars in the driveway  ❌ More expensive dinners  ❌ More toys and stuff    The real flex is:    ✅ More mornings with your kiddos  ✅ More afternoons with no meetings  ✅ More nights with no fear of tomorrow    Many of us feel trapped in our situation.    Burned out...  Overworked...  Overstretched...    But you can design a better lifestyle.    It starts today.    Take 30 minutes to outline:    - What you want more of  - What you want less of  - What you can do today    Your future self will thank you.    💸  Follow + tap my 🔔 for daily tips

In 2009, I burned out hard. It led to the biggest AHA of my career. In the 2000s I was focused on: Growing my skills Climbing the ladder Making more money Thought it would lead to financial freedom. But I was only thinking about income—not building a cash-flowing business. And I learned a hard lesson... ❌ Making money alone isn’t enough. ✅ You have to learn how to manage it. I had earned more but had no strategy. My wealth was scattered, unmanaged, and exposed to risk. But I refused to stay stuck. Tried again with a different approach: Learned how the ultra-wealthy manage portfolios Built financial systems like a CEO Set clear goals for income and growth This led to $$ to pay basic expenses. Then, my paycheck a few years later. Then financial independence. Now I'm on a mission: → Help 1,000 high-earning professionals become portfolio CEOs. "Income" is just step one. Wealth is built and grown in the management. Curious where to start? I am holding a Free 2 Day Master Class Next Week - Apply Now https://www.wealthops.io/

𝗜𝗻 𝟮𝟬𝟭𝟮, 𝗜 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝘁𝗵𝗲 𝘁𝗵𝗿𝗶𝗹𝗹—𝗮𝗻𝗱 𝘀𝘁𝗿𝗲𝘀𝘀—𝗼𝗳 𝗮 𝟳-𝗳𝗶𝗴𝘂𝗿𝗲 𝗜𝗣𝗢 90% of my wealth was tied to a single stock, and every market swing felt like a personal crisis. It took years of research and real-world experience to develop the portfolio strategy I have today. This strategy has turned my portfolio into a business, and 50% of my income now comes from private equity investments. That journey inspired me to launch 𝗪𝗲𝗮𝗹𝘁𝗵𝗢𝗽𝘀 𝗖𝗼𝗹𝗹𝗲𝗰𝘁𝗶𝘃𝗲, where I help other tech professionals make the same transformation—from overwhelmed investors to confident portfolio CEOs. Now, I’m sharing that process with you in my free two-day workshop: 𝗧𝗵𝗲 𝗪𝗲𝗮𝗹𝘁𝗵𝗢𝗽𝘀 𝗪𝗮𝘆. 🚀 𝗟𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝘁𝗼 𝗯𝗲𝗰𝗼𝗺𝗲 𝘁𝗵𝗲 𝗖𝗘𝗢 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼. I’ll show you the exact framework I used to manage and grow my portfolio with clarity and confidence. 📅 Dates: February 26th & 27th 🖥️ Virtual Event – Free to Attend 👉 Ready to take control of your financial future? Apply now: https://www.wealthops.io/

How to work like a dog until you’re 75 instead of retiring at 45 with millions : - Have one income - Don’t ask for equity - Work for just a salary - Don’t track spending - Always trade time for $$ - Start investing late in life - Never invest in real estate - Absolutely no side hustles - Keep your cash in a mattress - Work for just any ol’ company - Financial plans are for chumps - Definitely don’t get a good CPA Most gurus tell you how to retire. I just helped you work forever. You’re welcome. 👍 #RetireOld #NoFinancialFreedom

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 👇

Why is managing $1-$30 million harder than $100 million? It sounds counterintuitive, right? But here’s what I’ve learned: If you’re worth $1-$30 million, you’re stuck between two worlds. On one side: Personal Finance (<$1 million). Think budgeting apps, robo-advisors, and cookie-cutter portfolios. On another side: Single Family Offices ($100 million+). Think fully staffed, bespoke organizations managing everything from investments and taxes, down through estate planning. 𝗕𝘂𝘁 𝗳𝗼𝗿 𝘁𝗵𝗼𝘀𝗲 𝘀𝗶𝘁𝘁𝗶𝗻𝗴 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝘁𝗵𝗲𝘀𝗲 𝗲𝘅𝘁𝗿𝗲𝗺𝗲𝘀? 👉 Traditional financial advisors offer generic advice, treating you like someone with $100,000. 👉 Private equity, real estate, and tax-advantaged strategies feel out-of-reach (or risky). 👉 You’re left managing wealth alone—or worse, doing nothing because you don’t know where or how. 𝗧𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝗮𝘁 𝗜 𝗰𝗮𝗹𝗹 “𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗱𝗲𝘀𝗲𝗿𝘁.” Millions on paper but no clear path forward. I’ve been there. Early on, I worked with financial advisors who handed me “growth portfolios” that didn’t fit. I chased opportunities with the idea "I need income". And I missed out on tax-saving strategies because my wealth wasn’t being managed as one cohesive unit. 𝗧𝗵𝗲𝗻 𝗜 𝗿𝗲𝗮𝗹𝗶𝘇𝗲𝗱: 𝗧𝗵𝗲𝗿𝗲 𝗶𝘀 𝗻𝗼 𝗚𝗼𝗹𝗱𝗶𝗹𝗼𝗰𝗸𝘀 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻. If you want above-average results, you need to take control. I built WealthOps—proven frameworks to support your Solo Family Office. ✅ Structured frameworks that treat your wealth like an efficient business. ✅ Disciplined processes for smarter decisions on investments, taxes, and risk. ✅ Education that empowers you—not just your advisors. Managing $1-$30 million is harder because no one hands you this roadmap. But with a structured system running your wealth like a business, you’ll go from feeling stuck… To running your wealth like an elite CEO. What’s been your biggest challenge transitioning from earning wealth… To *managing* wealth? I help millionaire tech employees transition from money maker to money manager. Follow + tap my 🔔 for daily tips