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Christopher Nelson
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Managing Tech Millions
105: 5 Advantages of Starting Your Own Micro Family Office
Episode 105: 5 Advantages of Starting Your Own Micro Family OfficeDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 If you’ve built $1M–$30M in tech wealth, you’re likely stuck in a financial gray zone: too complex for a single advisor, but not quite ready for a $100M family office. In this essential episode, Christopher Nelson breaks down the five key advantages of a Micro Family Office—and why it’s the most strategic move you can make.Stop reacting to m...
2025-05-06
26 min
Managing Tech Millions
104: The Micro Family Office Strategy to Run Your Portfolio as a Business
Episode 104: The Micro Family Office Strategy to Run Your Portfolio as a BusinessDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 If you’ve built $1M–$30M in tech wealth, you’ve outgrown traditional financial advice. In this critical episode, Christopher Nelson introduces the Micro Family Office model: a proven, scalable system to run your wealth like a business.Learn how the ultra-wealthy structure their financial operations—and how you can adopt a similar model (even without $100M in assets). Th...
2025-04-29
28 min
Managing Tech Millions
103: The 5 Money Mindset Secrets of the Ultra High Net Worth
Episode 103: The 5 Money Mindset Secrets of the Ultra High Net WorthDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 Tech wealth is booming—but most new millionaires are stuck in survival mode. In this foundational episode, Christopher Nelson unveils the five money mindset shifts that separate the merely rich from the truly wealthy. This is your red pill moment to stop outsourcing and start operating like a Portfolio CEO.Whether you’re a tech professional, founder, or executive, this episode...
2025-04-22
39 min
Managing Tech Millions
102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis
Episode 102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis🎧 Feeling anxious about the market drop? This episode is your guide to transforming panic into purpose with the mindset of a Portfolio CEO. Discover how to lead your portfolio like a business—even during turbulent times with our Free Master Class - The WealthOps Way!In this solo episode, Christopher Nelson shares a step-by-step approach to staying focused and strategic while others spiral in uncertainty. He breaks down the difference between being a builder and a gambler, and how the wisdom of Warren Buffett can guide...
2025-04-15
38 min
Managing Tech Millions
101: Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose
Episode 101: Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose🎧 Ready to transform how you think about wealth and legacy? Tune in to this episode for powerful insights on raising grounded kids in a world of abundance with our Free Master Class - The WealthOps Way!In this solo episode, Christopher Nelson addresses one of the biggest fears many wealth creators face: the potential for their kids to grow up entitled. While this is a common concern, it doesn’t have to be the outcome. In fact, your wealth can be a tool to...
2025-04-08
37 min
Managing Tech Millions
100: Family Office Tactics for Small Portfolios with Ron Diamond
Episode 100: Family Office Tactics for Small Portfolios with Ron Diamond🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way!Host: Christopher NelsonGuest: Ron Diamond, Chairperson of Tiger 21 Chicago & Founder of Diamond Wealthhttp://linkedin.com/in/ronalddiamond/In this episode of Managing Tech Millions, Christopher sits down with Ron Diamond to uncover the secrets of family office investment strategies. Many believe these strategies are only for billionaires, but Ron breaks down how individuals with a net wor...
2025-04-01
57 min
Managing Tech Millions
099: Master Industrial Real Estate Diversification with Ben Fraser
Episode 99: Master Industrial Real Estate Diversification with Ben Fraser🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way!Host: Christopher NelsonGuest: Ben Fraser, Chief Investment Officer, Aspen Fundshttps://www.linkedin.com/in/benwfraser/In this episode of Managing Tech Millions, Christopher Nelson sits down with Ben Fraser of Aspen Funds to explore a new investment frontier—industrial real estate. While many investors focus on multifamily properties, industrial assets like warehouses, manufacturing facilities, and flex spaces offer...
2025-03-25
40 min
Managing Tech Millions
098: Equity Compensation Tax Playbook with Greg O'Brien and John Malone
Episode 98: Equity Compensation Tax Playbook with Greg O'Brien and John Malone🎧 Ready to take control of your financial future?Start your journey today with our Free Master Class - The WealthOps Way!Host: Christopher NelsonGuests: Greg O'Brien & John Malone, Anomaly CPAIn this episode of Managing Tech Millions, Christopher Nelson is joined by certified tax planners Greg O'Brien and John Malone to break down essential tax strategies for managing tech equity. If you're a technology professional with stock options, RSUs, or other forms of equity compensation, this episode is...
2025-03-18
58 min
Managing Tech Millions
097: Avoid These Common Investing Mistakes When Architecting Your Wealth
Episode 97: Avoid These Common Investing Mistakes When Architecting Your Wealth🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, Christopher Nelson takes a deep dive into the common mistakes investors make when managing their portfolios. Now that you understand how to architect your portfolio as a business, it’s time to refine your strategy, avoid pitfalls, and ensure long-term success.Building on the foundational work from Episode 95 (with Marco Quevedo) and Episode 96 (on executing the architect phase), this episo...
2025-03-11
23 min
Managing Tech Millions
096: How to Architect Your Wealth - Build a Portfolio Like a Business
Episode 96: How to Architect Your Wealth - Build a Portfolio Like a Business🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, Christopher Nelson breaks down the Architect phase of wealth building—helping you structure your investment portfolio like a business. Building on last week’s conversation with Marco Quevedo, this episode explores how single-family offices worth billions create investment theses and how you can apply the same principles to your own financial strategy.Discover how to define your in...
2025-03-04
26 min
Managing Tech Millions
095: Crafting Your Investment Thesis with Single Family Office CIO - Marco Quevedo
🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!Host: Christopher NelsonGuest: Marco QuevedoIn this episode of Managing Tech Millions, Christopher Nelson sits down with Marco Quevedo, a chief investment officer with extensive experience in managing high-net-worth portfolios. They dive deep into why having an investment thesis is crucial for long-term financial success. Many technology professionals who achieve significant wealth often chase investments rather than follow a structured approach. Marco shares how building an investment policy statement can...
2025-02-25
59 min
Managing Tech Millions
094: REWIND: Fueling Financial Independence - Inside my Portfolio Investment Strategy
Episode 94: REWIND: Fueling Financial Independence - Inside my Portfolio Investment Strategy🎧 Ready to transform your finances into a legacy wealth machine? Start today at http://www.managingtechmillions.com!In this episode of Managing Tech Millions, Christopher Nelson shares one of his most important financial strategies: the Evergreen Portfolio. Instead of simply managing money, this strategy is about building a financial engine that creates generational wealth.Technology employees often focus heavily on growth assets—stocks, stock compensation, and high-growth investments. However, true financial independence comes from a balanced approach that includes income-generating assets. Christopher revea...
2025-02-18
1h 03
Managing Tech Millions
093: REWIND: Case Study - From Money Maker to Money Manager with David Banks
Episode 93: REWIND: Case Study - From Money Maker to Money Manager with David Banks🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!Host: Christopher NelsonGuest: David BanksIn this episode of Managing Tech Millions, Christopher Nelson sits down with David Banks to discuss his inspiring transition from tech sales to full-time investing. With experience from three IPOs (Interwoven, VMware, Splunk), David shares how he built Addison Financial and created a portfolio that generates consistent cash flow, offering listeners actionable insights into man...
2025-02-11
35 min
Managing Tech Millions
092: REWIND: The Power of Portfolio Income to Unlock Financial Freedom
Episode 92: REWIND: The Power of Portfolio Income to Unlock Financial FreedomReady to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, Christopher Nelson revisits one of the most impactful conversations from Episode 60: The Power of Portfolio Income to Unlock Financial Freedom. We dive deep into how portfolio income can be a game-changer for financial independence and wealth creation.Many professionals focus solely on salary-based earnings, but true financial freedom comes from building sustainable, diversified income streams. By structuring your...
2025-02-04
40 min
Managing Tech Millions
091: REWIND: Cash Flow Portfolio Mastery - Crafting a $256k Per Year Strategy
Episode 91: REWIND: Cash Flow Portfolio Mastery - Crafting a $256k Per Year StrategyReady to explore the latest in tech careers and financial insights? Start your journey at http://www.managingtechmillions.com/!Host: Christopher NelsonGuest: Pascal Wagner, Founder of GrowyourCashflow.ioIn this episode of Managing Tech Millions, Christopher Nelson reconnects with Pascal Wagner, a seasoned entrepreneur and investor, to discuss the journey from building tech wealth to mastering cash flow through private equity and real estate investments.Pascal shares his personal story of transitioning from venture capital...
2025-01-28
54 min
Managing Tech Millions
090: Answering Your Biggest Questions About WealthOps
Ready to take control of your financial future? Start your WealthOps journey today at https://www.managingtechmillions.com/!Ever wondered why WealthOps was created and how it can transform your approach to wealth management?In this episode, Christopher Nelson gets personal, sharing the experiences that led to the creation of WealthOps. From the anxiety of managing sudden IPO wealth to the frustration with traditional wealth managers, Christopher reveals how these challenges inspired a system designed to empower tech professionals to manage their wealth with precision and confidence.We discuss the mindset shift from...
2025-01-21
39 min
Managing Tech Millions
089: Family Office Systems for Tech Professionals - WealthOps 101
Episode 89: Family Office Systems for Tech Professionals - WealthOps 101Ready to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Ever felt overwhelmed by managing wealth after a big windfall?In this episode, we dive deep into the origins of WealthOps—a wealth management system designed specifically for tech professionals. The creator shares their journey from IPO to creating a blueprint for managing wealth as a business.We’re talking about the challenges of sudden wealth, the emotional roller coas...
2025-01-14
38 min
Managing Tech Millions
088: The Pivot to Managing Tech Millions
Episode 88: The Pivot to Managing Tech MillionsReady to unlock the blueprint for managing your tech wealth like a pro? Click here now for more: http://www.managingtechmillions.com/!In this episode, Christopher Nelson is back to break down how you can manage your tech equity like a CEO, not just a high earner.We dive deep into why it’s time for tech professionals to stop relying on wealth managers and take control of their financial futures. From high salaries and equity compensation to building sustainable wealth, this episode explores a game-changing ap...
2025-01-07
16 min
Managing Tech Millions
087: 2024 Lessons Learned and the Pivot to Managing Tech Millions
Episode 87: 2024 Lessons Learned and the Pivot to Managing Tech MillionsReady to take your wealth journey to the next level? Click here now for a glimpse of what's to come at http://www.managingtechmillions.com/!As we near the end of 2024, it’s the perfect time to reflect on the progress we've made and look ahead to exciting changes in the upcoming year.In this episode, Christopher Nelson takes a step back to look at the journey of Managing Tech Millions, and he will share an important update: our pivot to Managing Tech Mi...
2024-12-31
24 min
Managing Tech Millions
086: REWIND: Strategic Giving for Long-Term Impact - Guide to Nonprofit Sustainability
Episode 86: REWIND: Strategic Giving for Long-Term Impact - Guide to Nonprofit SustainabilityReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Host: Christopher NelsonGuest: James Harrington, CEO of the Ugandan Water ProjectIn this episode of Managing Tech Millions, James Harrington, CEO of the Ugandan Water Project, shares valuable insights into how high-net-worth individuals can strategically maximize their charitable giving while also benefiting financially.James discusses how to vet nonprofits effectively, the advantages of...
2024-12-24
43 min
Managing Tech Millions
085: 2025 Trends in Tech Equity Compensation
Episode 85: 2025 Trends in Tech Equity CompensationReady to unlock the secrets to building wealth in the tech industry? Click here now to dive into the full episode: http://www.managingtechmillions.com/!Ever wonder how tech pros build wealth despite market slowdowns?In this episode, Christopher dives into the ever-changing world of equity compensation in tech and reveals how professionals can thrive in 2025. From AI-driven compensation strategies to flexible vesting schedules, Christopher shares insights that will help you take control of your financial future.We’re unpacking everything from the rise of th...
2024-12-17
31 min
Managing Tech Millions
084: Escape the Golden Cage: 5 Freedom Strategies for Your Exit Plan
Episode 84: Escape the Golden Cage: 5 Freedom Strategies for Your Exit PlanReady to break free from the grind and design a life on your terms? Click here to start your journey: http://www.managingtechmillions.com/!Ever feel like you’re stuck in a never-ending cycle of earning more but still feeling trapped?In this episode, we’re diving into how to escape the “golden cage” of tech by redefining freedom. Forget the paycheck mentality—this is about building a life of financial, time, and geographic independence while living with purpose.We explore th...
2024-12-10
37 min
Managing Tech Millions
083: The Evergreen Portfolio Strategy - An Investing Strategy for Generational Wealth
Episode 83: The Evergreen Portfolio Strategy That Works in Any MarketReady to explore the latest in tech equity and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Ever feel like you're just winging it with your finances?In this episode, Christopher Nelson discusses the concept of managing a portfolio as a business rather than just personal finance.Christopher gets real about how he leveled up by treating his portfolio like a business—and why you should too.We’re talking about shifting from the...
2024-12-03
38 min
Managing Tech Millions
082: Building Expertise to Leverage Equity Compensation in Tech
Episode 82: Building Expertise to Leverage Equity Compensation in TechReady to take control of your tech career and wealth-building journey? Click here now for actionable insights: http://www.managingtechmillions.com/!Ever wondered why some tech professionals turn skills into financial freedom while others stay stuck?In this episode, Christopher Nelson reveals how he transformed his expertise into equity, trading his skills for life-changing wealth at companies that went IPO.We’re breaking down the difference between skills and results, why understanding your value is a game-changer, and how you can leverage ca...
2024-11-26
41 min
Managing Tech Millions
081: REWIND: Tech Equity Fundamentals with Christopher Nelson
Episode 81: REWIND: Tech Equity Fundamentals with Christopher NelsonReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Ever wondered how to make your equity work for you?In this episode, Christopher Nelson explains how you can leverage equity for success and build wealth through strategic compensation in the tech industry.Christopher opens up about his journey from believing only founders or CEOs could accumulate wealth to realizing that tech professionals can thrive by securing equity as part...
2024-11-19
34 min
The Soli Deo Gloria Podcast
30 || Abiding & Redemption || The Such is Life Podcast || 11.17.24
On this episode, Nick and Christopher discuss the concept of abiding in Jesus in a prayerful, intentional, and Spirit-led manner before assessing the appearance of the Gospel redemption message in the book of Job. John 15 and Job 33 are the textual emphases.
2024-11-17
1h 00
Managing Tech Millions
080: REWIND: Maximizing Your Earnings in Tech - A Comprehensive Guide to Working for Equity
Episode 80: REWIND: Maximizing Your Earnings in Tech - A Comprehensive Guide to Working for EquityReady to unlock new financial strategies in tech? Click here for a deep dive into wealth-building insights at http://www.managingtechmillions.com/.Ever wonder if there’s more to your paycheck than just cash?In this episode, Christopher Nelson shares two powerful strategies every tech professional should consider for building wealth. Drawing from 20+ years in tech and a personal journey to financial independence, he explains why working for equity and seeing yourself as a valuable asset can be li...
2024-11-12
28 min
The Soli Deo Gloria Podcast
29 || Spiritual Warfare, Depression, & Prosperity || The Such is Life Podcast || 11.10.24
On this episode, Nick, Christopher and guests Lena and Ian discuss the basics of the spiritual battle, the struggle of depression, and a proper balance of expected prosperity and suffering as Christians in the world.
2024-11-10
1h 14
Managing Tech Millions
079: REWIND: RSU Strategies for Tech Professionals with Landon Loveall
Episode 79: REWIND: RSU Strategies for Tech Professionals with Landon LoveallReady to take charge of your financial future? Click here now for invaluable insights at http://www.managingtechmillions.com/!Host: Christopher NelsonGuest: Landon LovellIn this episode of Managing Tech Millions, Landon Lovell, a certified financial planner at KB Financial Advisors, breaks down the complexities of Restricted Stock Units (RSUs) and how tech employees can navigate their equity compensation packages effectively.Landon specializes in helping tech professionals understand RSUs, especially as they become a prominent form of equity...
2024-11-05
35 min
Managing Tech Millions
078: Learn the 5 Executive Skills for Tech Professionals in 2025
Episode 78: Learn the 5 Executive Skills for Tech Professionals in 2025Ready to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Ever feel like something’s missing from your tech career toolbox?In this episode, Christopher Nelson discusses the five game-changing executive skills that will elevate your tech career—skills you probably weren’t taught in school. We’re talking about setting clear boundaries, mastering the art of managing up, and using calendar blocking to take control of your time like a boss.
2024-10-29
53 min
Managing Tech Millions
077: Best Dividend Investing Strategies for Beginners with Kanwal Sarai
Episode 77: Best Dividend Investing Strategies for Beginners with Kanwal SaraiReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Host: Christopher NelsonGuest: Kanwal SaraiIn this episode of Managing Tech Millions, host Christopher Nelson sits down with Kanwal Sarai, a seasoned investor and founder of simplyinvesting.com. The conversation dives into the fundamentals of dividend value investing, a strategy that has remained consistent over the decades, as noted b...
2024-10-22
52 min
Managing Tech Millions
076: Managing Personal Investments with David Banks - A Tech Professional's Journey
Episode 76: Managing Personal Investments with David Banks - A Tech Professional's JourneyReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Host: Christopher NelsonGuest: Davids BanksIn this episode of Managing Tech Millions, David Banks shares insights from his career transitions, particularly focusing on moving from a successful tech sales career to becoming a money manager.David had a 40 year career in software sales that saw him through...
2024-10-15
31 min
Managing Tech Millions
075: Unlocking Skills for Tech Equity: How David Banks Leveraged 3 IPOs
Episode 75: A Unlocking Skills for Tech Equity: How David Banks Leveraged 3 IPOsReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Host: Christopher NelsonGuest: Davids BanksIn this episode of Managing Tech Millions, host Christopher welcomes David Banks, a seasoned sales executive with over 40 years of experience in technology companies like Interwoven, VMware, and Splunk.David had a 40 year career in software sales that saw him through three...
2024-10-08
56 min
Managing Tech Millions
074: My Framework on How to Build Wealth with Tech Equity From Equity to Exit
Episode 74: My Framework on How to Build Wealth with Tech Equity From Equity to ExitReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Ever had a startup fail on you? Yeah, Christopher Nelson's been there. In this episode of Managing Tech Millions, Christopher opens up about the wild ride after his own 2010 startup flop and how it pushed him to crack the code on tech equity. He’s dropping serious gems on how to escap...
2024-10-01
26 min
Managing Tech Millions
073: Why I Chose to Build My Portfolio as a Business With Christopher Nelson
Episode 73: Why I Chose to Build My Portfolio as a Business With Christopher NelsonReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Ever feel like you're just winging it with your finances? In this episode, Christopher Nelson discusses the concept of managing a portfolio as a business rather than just personal finance. Christopher Nelson gets real about how he leveled up by treating his portfolio like a business – and why you should too. We’re talk...
2024-09-24
35 min
Managing Tech Millions
072: An Intro to Due Diligence Process in Real Estate for New Investors with Hans Box
Episode 72: An Intro to Due Diligence Process in Real Estate for New Investors with Hans BoxReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Connect with Hans Boxhttps://boxwilson.com/In this episode of Managing Tech Millions, host Christopher Nelson welcomes Hans Box, founder and owner of Box Wilson Equity Group, which manages $90 million in assets. Hans discusses the critical importance of due diligence in investment decisions. The conversation touches on the potential p...
2024-09-17
51 min
Managing Tech Millions
071: 5 Lessons in Managing Wealth Effectively After Leaving a Tech Career
Ready to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, your host Christopher Nelson is dropping some wisdom! He’s sharing five big lessons he picked up during his first two years of financial independence.Spoiler alert: It's not all about kicking back and sipping cocktails! 🌴 You’ll hear why having crystal-clear goals, a solid plan, and some serious discipline is key to keeping that financial engine humming. Tune in and get ready to level up your...
2024-09-10
25 min
Managing Tech Millions
070: Accelerate Financial Independence with Tech Equity - Christopher Nelson’s story
Ready to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/In this episode of Managing Tech Millions, we're turning the tables! Our good friend Fred DeWorken takes over the mic and puts Christopher in the hot seat. Christopher spills the beans on his wild ride into the tech world, including that time it took him 14 years to finally grab that college diploma. From his high-flying days as an Accenture consultant to riding the IPO wave with big names like Splunk, GitLab, and Y...
2024-09-03
56 min
Managing Tech Millions
069: Time Freedom Tips for a Balanced and Intentional Life with Christopher Nelson
Episode 69: Time Freedom Tips for a Balanced and Intentional Life with Christopher NelsonReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Host: Christopher NelsonFinancial Freedom as the CornerstoneFinancial freedom isn't just about wealth—it's about controlling your finances to create a fulfilling life. This episode explores how financial freedom is linked to four other key freedoms: time, geographic, relationships, and mission.The Five Freedoms BreakdownTime Freedom: Control your schedule and fo...
2024-08-27
27 min
Managing Tech Millions
068: A Simple Guide to Travel Hacking with Julian Fung
Episode 68: A Simple Guide to Travel Hacking with Julian FungReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Julian Fung works in tech, and runs a travel business. He is on a mission to help 1000 people travel hack amazing vacations, create lifelong memories, and maximize geographical freedom.He works with business owners & busy professionals to maximize geographical freedom through credit card points & miles.His company, money or life, begs the question "Why not both?" We can bu...
2024-08-20
44 min
Managing Tech Millions
066: Guide to Building Wealth with Equity Compensation for Private Companies
Episode 66: Guide to Building Wealth with Equity Compensation for Private CompaniesReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/Overview:Learn how to strategically choose private tech companies to maximize your equity compensation and build wealth.Key Takeaways:Embrace Change: Adapt to the constant evolution in your career and view change as an opportunity for growth.Strategic Selection: Host Christopher Nelson shares his five criteria for selecting successful private companies—three of his four picks we...
2024-08-06
29 min
Managing Tech Millions
065: Public Company Due Diligence for Tech Employees with Brian Feroldi
Episode 65: Public Company Due Diligence for Tech Employees with Brian FeroldiReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Demystifying the Stock Market for Tech ProfessionalsGuest Overview:Brian Feroldi is a financial educator, YouTuber, and author passionate about simplifying the stock market. Since starting his investment journey in 2004, Brian has transformed his early missteps into valuable lessons that he now shares with others.Brian’s Mission:To demystify the stock market an...
2024-07-30
47 min
The Soli Deo Gloria Podcast
Ep. 4 | Ternion Alignment | The Such is Life Podcast | 1.28.24
On this episode, Chris and David discuss the idea of "Ternion Alignment", a term coined by Christopher that represents optimal alignment of spirit, mind, and body (physical).
2024-07-27
1h 10
Managing Tech Millions
064: Build Your Ideal Manager Avatar to Accelerate Career Growth
Episode 64: Build Your Ideal Manager Avatar to Accelerate Career GrowthReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Choosing the Right Manager When Working for EquityEpisode Overview:In this episode of Managing Tech Millions, host Christopher Nelson dives into the critical role a manager plays when you’re working for equity. Learn how selecting the right manager can accelerate your career growth and help you build personal wealth.Key Takeaways:Manager Selection: Ch...
2024-07-23
28 min
Managing Tech Millions
062: Mobile Home Park Investments with Christopher Nelson
Episode 62: Mobile Home Park Investments with Christopher NelsonReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Host: Christopher Nelson | Podcast: Managing Tech MillionsKey Takeaways:Diversification Strategy: Discover the power of diversifying your portfolio with new asset classes, like mobile home parks.Why Mobile Home Parks? Christopher shares his journey of shifting focus to mobile home parks for stable income and consistent cash flow.Embracing Change: Learn why embracing change is crucial for personal growth and how...
2024-07-09
24 min
Managing Tech Millions
061: Multifamily Market Trends 2024 with Michael Episcope
Episode 61: Multifamily Market Trends 2024 with Michael EpiscopeReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Episode: Insights into the Multifamily Real Estate Market with Michael EpiscopeGuest: Michael EpiscopeCo-founder and Co-CEO of Origin Investments (2007)Role: Oversees investor relations and capital raising; co-chairs the investment committeeBackground:Formerly a top trader, recognized twice by Trader Monthly Magazine as one of the top 100 traders in the world30+ years of investment and risk management experienceEducation:Undergraduate and Master’s degrees fr...
2024-07-02
37 min
Managing Tech Millions
060: The Power of Portfolio Income to Unlock Financial Freedom
Episode 60: The Power of Portfolio Income to Unlock Financial FreedomReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, host Christopher Nelson discusses the importance of portfolio income for achieving financial independence. He emphasizes the need for systematic education to understand different income investment options and their risk levels. By running your portfolio like a business, you can build wealth with tech equity. Nelson shares his experiences and applied wisdom to help l...
2024-06-25
33 min
Managing Tech Millions
059: Tech Equity Fundamentals with Christopher Nelson
Episode 59: Tech Equity Fundamentals with Christopher NelsonReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Change is an inevitable part of life. Whether we like it or not, change is constantly happening around us, and the key to thriving in a world of constant change is to embrace it and adapt. In this episode, the host discussed the importance of embracing change and adapting to new circumstances in order to succeed in life.One of the key points...
2024-06-18
34 min
Managing Tech Millions
058: Equity Compensation Strategies for 2024
Episode 58: Equity Compensation Strategies for 2024Ready to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, host Christopher Nelson discusses the current state of trading time and talent for equity in 2024. He emphasizes the importance of looking beyond bleak headlines to understand the real news in the tech industry. The show transitions from "Managing Tech Millions" to "Managing Tech Millions" to highlight the focus on tech equity. The important aspect of vulnerability is...
2024-06-11
31 min
Managing Tech Millions
057: Fund Your Start Up Using Your Tech Equity with Ryan Gallego
Episode 57: Fund Your Start Up Using Your Tech Equity with Ryan GallegoReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Ryan Gà llego is the Founder and Chief Video Architect at Media Pouch. Ryan picked up his first camera at 14 when this ignited his passion not only for photography but for business. At age 17, Ryan started his first “unofficial” photography company and made $30,000 in the first year. The Yacht Week in Croatia cemented the future of Media Pouch. Later...
2024-06-04
46 min
Managing Tech Millions
056: Learning to Manage Tech Wealth with Fred DeWorken
Episode 56: Learning to Manage Tech Wealth with Fred DeWorkenReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Frederick DeWorken grew up on a 3-acre poor farm in Amarillo, Texas, and would travel to Santa Cruz, California every summer with his grandmother. In 1989 his step-father bought him his first computer. He has been hooked on "high-tech" ever since. Connect with Frederickhttps://www.linkedin.com/in/data-cloud/In this episode of Managing Tech Millions, host C...
2024-05-28
20 min
Managing Tech Millions
053: 10 Lessons from a A Year of Tech Career & Money Conversations
Episode 53: 10 Lessons from a A Year of Tech Equity & Money ConversationsReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/Reflecting on the lessons learned from a year of podcasting, it is evident that taking the time to reflect, learn, grow, share, and enjoy is crucial for personal and professional development.This episode highlights the importance of distilling lessons learned, observing and conversing with others, asking quality questions, being consistent and repetitive, watching the tape, anticipating challenges, embracing vulnerability...
2024-05-07
32 min
Managing Tech Millions
052: Critical Money Lessons for Tech Employees with Landon Loveall
Episode 52:Critical Money Lessons for Tech Employees with Landon LoveallReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, host Christopher Nelson speaks with certified financial planner Landon Loveall about managing equity compensation for technology employees.Landon Loveall is a certified financial planner and dedicated advocate for tech professionals to increase their wealth through financial, tax and stock option planning. He is a partner of KB Financial Advisors which has been specializing in...
2024-04-30
38 min
Managing Tech Millions
051: 5 Remote Work Insights for 2024 from Founder and Venture Capitalist
Episode 51: 5 Remote Work Insights for 2024 from Founder and Venture CapitalistReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, host Christopher Nelson introduces Brett Martin, a multi-talented executive involved in Kumo Space and Charge Ventures. Martin discussed the current state of the remote work market and how companies are adapting to the new normal of hybrid work environments.Brett Martin is the Co-Founder & Managing Partner of Charge Ventures, an NY...
2024-04-23
47 min
Managing Tech Millions
049: Navigating Career Growth: Expert Mentoring Strategies with Ritendra Datta
Episode 49: Navigating Career Growth: Expert Mentoring Strategies with Ritendra DattaReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!One of the effective mentoring strategies is knowing the importance of the mentor-mentee relationship. It is a shared responsibility. Both parties have a role to play in fostering a successful and meaningful mentorship dynamic. Mentees should approach their mentors with energy, ambition, and clarity about their goals and needs. By being proactive and engaged, mentees can create momentum in the relationship and d...
2024-04-09
1h 04
Managing Tech Millions
048: Executive Branding 101: Strategies for LinkedIn Success
Episode 48: Executive Branding 101: Strategies for LinkedIn SuccessReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!One key aspect of executive branding through storytelling is the idea of being the captain of your own career. Instead of relying on HR or your company to provide you with opportunities, individuals can take charge of their career by sharing their insights, opinions, and experiences online. By publishing content on platforms like LinkedIn, individuals can showcase their expertise and establish themselves as au...
2024-04-02
57 min
Managing Tech Millions
046: Using Radical Empathy to Lead and Live with Erin Deihl
Episode 46: Using Radical Empathy to Lead and Live with Erin DeihlReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Radical Empathy is about taking the time to truly listen and understand the needs and emotions of others. It is about putting yourself in their shoes and seeing the world from their perspective. When we practice radical empathy, we create a space where people feel seen, heard, and valued. This leads to stronger relationships, increased trust, and a more positive work e...
2024-03-19
50 min
Managing Tech Millions
045: Five Essential Executive Skills in Tech Not Taught in School
Episode 45: Five Essential Executive Skills in Tech Not Taught in SchoolReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/Executive Skills in Tech: In the realm of career success and personal well-being, setting boundaries, managing up, and unplugging are indispensable skills. Establishing clear boundaries fosters a healthy work-life balance, preventing burnout and maintaining clarity. Managing up involves understanding superiors' needs and goals, fostering alignment and trust through effective communication. Unplugging, meanwhile, is vital for mental rejuvenation, enhancing productivity an...
2024-03-12
53 min
Managing Tech Millions
043: Building a Strong Team Not a Network: Unlock your Career Cadre
Episode 43: Building a Strong Team Not a Network: Unlock your Career CadreReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/Building a Strong Team through intentional networking is a powerful tool for building career success. By strategically assembling a team of mentors, mentees, peers, opportunity creators, and innovators/challengers, individuals can create a supportive network that guides them towards their career goals. Embracing reciprocity, seeking balance in the team, establishing standards and metrics, understanding dual roles, and fostering po...
2024-02-27
40 min
Managing Tech Millions
042: Cash Flow Portfolio Mastery:Â Crafting a $256k Per Year Strategy
Episode 42: Cash Flow Portfolio Mastery: Crafting a $256k Per Year StrategyReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Cash Flow Portfolio? Diversifying wealth through fund managers is a prudent strategy for preserving and growing wealth. By leveraging the expertise of skilled professionals and accessing a variety of investment opportunities, individuals can mitigate risks and optimize returns. Accredited investors, in particular, have the advantage of investing in exclusive offerings, such as cash-flowing private equity in real estate. Ultimately, div...
2024-02-20
52 min
Managing Tech Millions
041: Elevate Your Career: The Power of Executive Search Revealed
Episode 41: Elevate Your Career: The Power of Executive Search RevealedReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Executive recruiters are valuable advocates for professionals looking to advance their careers. These recruiters, also known as executive search professionals, specialize in finding and placing top-level executives in organizations. They play a crucial role in connecting talented individuals with the right opportunities and helping them navigate the complexities of the job market.One of the key benefits of wo...
2024-02-13
1h 01
Managing Tech Millions
040: Beyond Commissions: The Rise of the Fee Only Financial Advisor
Episode 40: Beyond Commissions: The Rise of the Fee Only Financial AdvisorReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!In this episode, Christopher Nelson discusses the importance of fee only financial advisors for technology employees. He interviews Max Pashman, who left a larger industrial shop to serve technology employees and sales professionals with equity compensation.They discuss the benefits of fee only advisors and how they provide great planning services. In the second half of the episode, Nelson h...
2024-02-06
1h 07
Managing Tech Millions
039: Fueling Financial Independence: Inside my Portfolio Investment Strategy
Episode 39: Fueling Financial Independence: Inside my Portfolio Investment StrategyReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/How do you build an effective PORTFOLIO INVESTMENT STRATEGY? Effective communication serves as a bridge between individuals, enabling the exchange of thoughts, ideas, and emotions. By actively listening to others, we can gain valuable insights, challenge our own perspectives, and foster a sense of empathy. Through clear and concise communication, we can ensure our message is accurately conveyed, reducing misunderstandings and pr...
2024-01-30
54 min
Managing Tech Millions
038: Career Capital: Your Blueprint for Successful Equity Trading
Episode 38: Career Capital: Your Blueprint for Successful Equity TradingReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/Your career capital is a combination of your education, experience, and the results you've delivered. It's essential to continuously develop this capital to position yourself for better equity negotiations.By following the career capital playbook and the three I's, you can systematically develop your skills to the level of expertise.This approach will not only enhance your career but a...
2024-01-23
39 min
Managing Tech Millions
037: Tech Career Development in 2024: Navigating AI Challenges and Opportunities
Episode 37: Tech Career Development in 2024: Navigating AI Challenges and OpportunitiesReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Career Development: Test and invest in skills is about compounding the skills learned in one's career, applying them, learning from them, and then refining them through each new experience. The key to this approach is that there is no limit to how much one can learn and grow, but it is dependent on the risk they are willing to take and what e...
2024-01-16
45 min
Managing Tech Millions
036: Trading for Equity: A Case Study in Leveraging Skills for Success or Quantifiable Results
Episode 36: Trading for Equity: A Case Study in Leveraging Skills for Success or Quantifiable ResultsReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Trading for Equity: Investing in building skills to the level of expertise can set you apart in your career, leading to promotions and higher wages. In this podcast episode, the host interviews Bart Fanelli, the founder and CEO of Skillibrium, a skill-building platform for SaaS sales teams. Bart shares his journey of developing expertise in s...
2024-01-09
38 min
Managing Tech Millions
035: Navigating the Tech Landscape: Strategies for Leveraging Your Expertise
Episode 35: Navigating the Tech Landscape: Strategies for Leveraging Your ExpertiseReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/In this episode of Managing Tech Millions, host Christopher Nelson discusses the importance of expertise in building a successful career in the technology industry. He emphasizes that employees should focus on developing skills that can be traded for equity in order to build wealth. Building expertise is crucial for technology employees to succeed and achieve their financial goals. This episode em...
2024-01-02
31 min
Managing Tech Millions
034: Building Wealth Beyond Tech: An Entrepreneur's Private Equity Journey
Episode 34: Building Wealth Beyond Tech: An Entrepreneur's Private Equity JourneyReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Investing in private equity is a must for anyone looking to build substantial wealth. In the latest episode of the Managing Tech Millions podcast, host Christopher Nelson and guest Frank Xia dives deep into the world of private equity and how it can be a game-changer for your financial future.Frank is a seasoned investor who shares h...
2023-12-26
1h 03
Managing Tech Millions
033: Strategic Giving for Long-Term Impact: Guide to Nonprofit Sustainability
Episode 33: Strategic Giving for Long-Term Impact: Guide to Nonprofit SustainabilityReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Nonprofit sustainability is a paramount concern for organizations committed to creating lasting change. In this latest episode of the Managing Tech Millions podcast, hosted by Christopher Nelson, we delve into the long-term impact of strategic giving on nonprofit sustainability. Christopher sits down with James Harrington, the CEO and founder of the Ugandan Water Project, to...
2023-12-19
40 min
Managing Tech Millions
029: Two Generations of Women in Tech Leadership
Episode 29: Two Generations of Women in Tech LeadershipReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Women in tech face unique challenges, and the Managing Tech Millions podcast is here to address them head-on. In the latest episode, hosted by Christopher Nelson, executive coach Shabnam Golmohammadi shares her personal journey in the tech industry, offering invaluable insights on overcoming imposter syndrome and empowering women in tech. Imposter syndrome is a prevalent issue among pr...
2023-11-21
1h 10
Managing Tech Millions
028: Unveiling Investment Strategies of Family Offices
Episode 28: Unveiling Investment Strategies of Family OfficesReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Family offices, established by high-net-worth families, offer a unique approach to managing and investing wealth. They invest in a wide range of asset classes, including public and private equity, real estate, and hedge funds. It’s a very different world from working in tech.  But Marco Quevedo would beg to differ. His career trajectory has be...
2023-11-14
58 min
Managing Tech Millions
027: Tech Equity Explained - What You Need to Know to Get Started
Episode 27: Tech Equity Explained - What You Need to Know to Get StartedReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Harnessing the power of tech equity might just be the game-changer you've been looking for.In our latest episode of the Managing Tech Millions podcast, Christopher Nelson reveals the secrets to leveraging tech equity for enhanced career compensation.Navigating the realm of equity agreements can be daunting, but fear not! Christopher provides e...
2023-11-07
53 min
Managing Tech Millions
026: Tech Equity and Money: Revolutionizing Financial Freedom for Employees
Episode 26: Tech Equity and Money: Revolutionizing Financial Freedom for EmployeesReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!What if I told you there’s a better way to live your life than to live it paycheck-to-paycheck? It’s time to unlock the key to financial freedom! Join Christopher Nelson in this episode of Managing Tech Millions, as he shares his personal journey and game-changing strategies for revolutionizing your financi...
2023-10-31
50 min
Managing Tech Millions
025: Unlocking CEO Skills: Emiliano’s Journey from Developer to CEO
Episode 25: Unlocking CEO Skills: Emiliano’s Journey from Developer to CEOReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!The future of work is CEO-led. Here’s how you can get there. In our latest episode of Managing Tech Millions, host Christopher sits down with Emiliano Berenbaum, an industry expert and successful entrepreneur, to discuss the skills needed to transition from coding to leading a company. Throughout the episode, Emilian...
2023-10-24
1h 16
Managing Tech Millions
023: Mike Kim and the Power of Career Capital: Show Your True Value
Episode 23: Mike Kim and the Power of Career Capital: Show Your True ValueReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Personal branding and storytelling are essential for building your career capital in the tech industry. In this episode of Managing Tech Millions, Mike Kim interviews Christopher Nelson about how to use these powerful tools to your advantage. Discover the importance of effectively communicating your career capital as Christopher sha...
2023-10-10
29 min
Managing Tech Millions
022: Jeremy Roll's Investment Strategies: From Corporate to Cash Flow
Episode 22: Jeremy Roll's Investment Strategies: From Corporate to Cash FlowReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Real estate investing can be a great way to build wealth, but it's important to have sound investment strategies. In this episode of Managing Tech Millions, Christopher Nelson sits down with Jeremy Roll to discuss his investment strategies and the importance of long-term thinking. They delve into the potential impacts of eco...
2023-10-03
1h 03
Managing Tech Millions
021: Executive Transformation in Action: How Matt Doan Redefined Success and Balance
Episode 21: Executive Transformation in Action: How Matt Doan Redefined Success and BalanceReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Are you tired of the endless cycle of burnout in your corporate job? Do you long to break free and redefine success and balance on your own terms? In the latest episode of Managing Tech Millions, host Christopher Nelson engages in a thought-provoking conversation with entrepreneur and executive coach, Matt Doan, as they explore the challenges of b...
2023-09-26
1h 02
Managing Tech Millions
020: Alternative Investments Explained: SEC Regulations, Real Estate, and Building Wealth with Christopher Nelson
Episode 20: Alternative Investments Explained: SEC Regulations, Real Estate, and Building Wealth with Christopher NelsonReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Ditch the traditional playbook and venture into the world of alternative investments. In this episode, Christopher Nelson provides a masterclass on the power of private equity and reveals how these financial instruments can turbocharge your wealth-building efforts. As a seasoned investor and entrepreneur, Christopher draws on his personal experience and vast kn...
2023-09-19
41 min
Managing Tech Millions
019: Special Operations Leadership: How Quay Barnett Transformed Warfare Techniques into Business Success
Episode 19: Special Operations Leadership: How Quay Barnett Transformed Warfare Techniques into Business SuccessReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Learn the strategies that will take you from the battlefield to the tech industry. Join us on this eye-opening episode of Managing Tech Millions, hosted by Christopher Nelson, as he sits down with special guest Quay Barnett, a military veteran-turned-tech enthusiast. In this episode, Quay recounts his inspiring jou...
2023-09-12
1h 15
Managing Tech Millions
018: Elevate Your Leadership: Exploring the Impact of 'Managing Yourself and Leading Others
Episode 18: Elevate Your Leadership: Exploring the Impact of 'Managing Yourself and Leading OthersReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Discover the key to successful leadership with our latest episode of Managing Tech Millions. Get ready to be inspired as we welcome the remarkable Margaret Andrews, who shares her career odyssey and profound insights on leadership and personal development. In this episode, Margaret takes us through her fascinating career journey, highlighting two pi...
2023-09-05
58 min
Managing Tech Millions
017: How to Build a Personal Brand and Coaching Business While in Tech
Episode 17: How to Build a Personal Brand and Coaching Business While in TechReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Unlock the secrets to building a thriving personal brand and coaching business while thriving in the tech industry. Join host Christopher Nelson on Managing Tech Millions as he sits down with Adam Broda, esteemed senior product manager and founder of Broda Coaching. In this compelling episode, Adam shares his remarkable journey from aerospace engineer to tech e...
2023-08-29
1h 07
Managing Tech Millions
016: Tech Employee’s W-2 Exit Blueprint: A Step-by-Step Guide to Financial Independence
Episode 16: Tech Employee’s W-2 Exit Blueprint: A Step-by-Step Guide to Financial IndependenceReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Ready to take charge of your financial future and break free from the shackles of the traditional tech career? Join host Christopher Nelson in this thought-provoking podcast episode as he unveils a comprehensive step-by-step guide: the tech employee's exit blueprint. Discover the key building blocks that pave the way to financial independence at the intersection of you...
2023-08-22
1h 02
Managing Tech Millions
015: The Future of Retail Wealth Management: A Conversation with John Morrison
Episode 15: The Future of Retail Wealth Management: A Conversation with John MorrisonReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!In this captivating episode of Managing Tech Millions, host Christopher Nelson joins forces with esteemed guest John Morrison to delve into the fascinating world of wealth management for tech employees. Together, they explore the future of retail wealth and unlock the strategies needed to navigate the complexities of the financial world.  Christopher and Joh...
2023-08-15
1h 19
Managing Tech Millions
014: The Power of Mindfulness to Overcome Burnout and Achieve High Performance: The Gautam Deviah Story
Episode 14: The Power of Mindfulness to Overcome Burnout and Achieve High Performance: The Gautam Deviah StoryReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!In a world where burnout seems almost inevitable, unlocking the power of mindfulness can be the game-changer you've been seeking. Get ready to harness the full potential of your mind and achieve new heights of success and fulfillment. In this episode, Gautam Deviah unlocks the secret to unlocking one's tr...
2023-08-08
55 min
Managing Tech Millions
013: The Power of Focus: How Maurice Philogene Achieved Financial Freedom Through Real Estate Investing
Episode 13: The Power of Focus: How Maurice Philogene Achieved Financial Freedom Through Real Estate InvestingReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Are you ready to discover the secrets of building wealth through real estate while still excelling in your tech career? Join host Christopher Nelson on another fascinating episode of Managing Tech Millions, where he sits down with special guest Maurice Philogene, a former federal agent and esteemed technology executive. In th...
2023-08-01
57 min
Managing Tech Millions
012: How to Build a Personal Brand That Opens Doors: Insights from Belen Wagaw
Episode 12: How to Build a Personal Brand That Opens Doors: Insights from Belen WagawReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Welcome to another enlightening episode of Managing Tech Millions! We're thrilled to bring you an episode that will revolutionize the way you navigate your tech career. Joining us today is the remarkable Belen Wagaw, a personal brand strategist for tech executives. In this captivating conversation, we explore the critical role of pe...
2023-07-25
45 min
Managing Tech Millions
011: Exit Planning: How to Turn Your Start-Up Equity into an Alternative Investment Portfolio
Episode 11: Exit Planning: How to Turn Your Start-Up Equity into an Alternative Investment PortfolioReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Are you tired of wondering what to do with your start-up equity? Look no further! In this exciting episode of Managing Tech Millions, our host Christopher Nelson sits down with the brilliant Litan Yahav, a serial founder and alternative investor. Litan brings his wealth of experience to the table as he shares invaluable insights on e...
2023-07-18
45 min
Managing Tech Millions
010: How to Use Risk to Build Wealth with Tech Equity
Episode 10: How to Use Risk to Build Wealth with Tech EquityReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Welcome to the latest episode of Managing Tech Millions, where we discuss all things related to the tech industry and how to make the most of your time and talent. Today, we're diving into the importance of managing risk when trading time and talent for tech equity. Let's face it, risk is an inherent part of any in...
2023-07-11
30 min
Managing Tech Millions
009: The Remote Work Revolution: Darren Murph on the Future of the Workplace
Episode 09: The Remote Work Revolution: Darren Murph on the Future of the WorkplaceReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Are you ready to unlock the secrets of remote work success? Join Christopher Nelson on Managing Tech Millions, as he sits down with remote work expert Darren Murph to explore the untapped potential of working remotely.Remote work is not just a trend—it's a transformative way of life that can skyrocket your career. In this episode, we...
2023-07-04
54 min
Managing Tech Millions
006: Maximizing Your Earnings in Tech: A Comprehensive Guide to Working for Equity
Episode 06: Maximizing Your Earnings in Tech: A Comprehensive Guide to Working for EquityReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Are you ready to learn how working for equity can lead to significant financial gains?Welcome to Managing Tech Millions, where we explore the intersection of technology, career growth, and financial success. In this episode, we dive deep into the benefits of working for equity as a wealth-building strategy in the tech industry. Host Christopher Nelson shares h...
2023-06-13
26 min
Managing Tech Millions
003: Leveraging IPOs as a Personal Wealth Strategy
Episode 03: Leveraging IPOs as a Personal Wealth StrategyReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Having been in the Silicon Valley space as a tech executive for 20+ years, Bryan Wise has been instrumental in getting his last three companies (DocuSign, Snowflake, and GitLab) to go public with amazing IPOs. It wasn’t a random chance, but it was more intentional, systematic, and strategic. Bryan is currently the CIO of 6Sense, an account engagement platform that provides buyer journey insights to...
2023-05-05
39 min
Managing Tech Millions
002: From Tech Novice to Financially Independent: Lessons Learned
Episode 02: From Tech Novice to Financially Independent: Lessons LearnedReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!In tech, we all have the opportunity to grow our careers, build wealth, and reach our financial goals. And if your goal is to be financially independent, there are some things you need to practice and master so you can let your money work for you, and not the other way around.In this episode, Christopher shares his origin story of h...
2023-05-05
25 min
Managing Tech Millions
001: Maximizing Tech Careers: Avoiding Burnout and Financial Mistakes
Episode 01: Maximizing Tech Careers: Avoiding Burnout and Financial MistakesReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!A tech career is not as easy as other people think. You must manage your career and the money that comes with it to get the life you want. And whether you’re at the beginning, the middle, or the end of your tech career, you have many questions and can’t find the answers. That’s what this podcast is here for, and more...
2023-03-27
12 min
SaaS Fuel
Christopher Nelson - Maximizing Career Capital: Strategies for Equity, Wealth, and Syndication
In our SaaS Fuel™ Expert Series, Jeff is joined by Christopher Nelson, Principal, and Co-Founder of Wealthward Capital, a private equity firm helping Technology Employees build passive income through financial education and by creating recession-resistant passive income portfolios. We discuss the importance of doing due diligence on a company before joining, and how to think about equity compensation versus concentrated key experience. We also talk about the value of having a mentor or manager who can help you leapfrog to the next level, and how to use your enthusiasm to create a flywheel effect. Tune in for an...
2023-03-02
38 min
Live Full Work Fun Podcast
#204 - Going from No Dough to a Passive Investing Pro With Christopher Nelson
Christopher Nelson is an experienced technology executive, real estate investor, author, and co-founder of Wealthward Capital, a real estate investment firm with a diverse portfolio of over 3,000 multifamily units, mobile home parks, and ATMs. Christopher shows technology employees how to achieve financial independence through education and creating passive income portfolios. He is currently editing his book, From No Dough to IPO. In this episode, you’ll learn: What Christopher's original career choice was and how he made a pivot Why it was necessary to look at investing in a different way How Christopher guides te...
2022-03-30
32 min
Wealth Science
Ep. 23 Helping Others Invest in Real Estate with Christopher Nelson
What most people get wrong in the tech industry are essentially the same stuff investors enter with when trying to get their hands into the real estate space. Usually, they want returns to be instant and fast. And when investing, that's just about how you sour things. In this episode of Wealth Science Podcast, Christopher Nelson talks about his experience of being a tech executive in the real estate arena, the #1 risk in passive investing, and his thoughts on lack of knowledge as a limiting factor.Outline of the episode:1.  Christopher's book re...
2022-03-28
45 min
Managing Tech Millions
Welcome to Managing Tech Millions!
What if you could hang out with experienced tech industry executives, ask them about career growth, equity compensation, investing, financial strategies, and more; then take an insight or two to guide your own career and lifestyle? That’s what we do each week on Managing Tech Millions!. Hosted by Christopher Nelson –– author, tech exec, and Principal and Co-Founder of Wealthward Capital –– every episode is an in-depth look at how to navigate tech careers in hyper-growth companies, select the right companies to work for, earn equity, and build a passive income portfolio. The goal is to give you the information you need t...
2022-02-21
04 min
How Did They Do It? Real Estate
SA356 | Grow Thriving Communities Through Mobile Home Park Investing with Christopher Nelson
You might want to look into investing in mobile home parks after listening to this episode as Christopher Nelson discusses how he finds multiple opportunities to be made in this asset class. Join us to discover its advantages and possible investment opportunities compared to other real estate asset niches.Key Takeaways To Listen ForOpportunities in mobile home parksHow to add value in mobile home parksMisconceptions about mobile home parksMobile home park assets vs other real estate assetsWhy real estate investing is the key to financial freedomResources Mentioned In This Episode
2022-01-26
32 min
Multifamily Investing Made Simple
From Tech Titan To Real Estate Mogul with Christopher Nelson
Our guest for today is the Co-Founder and Principal of Wealthward Capital, a private equity investment firm. Wealthward Capital invests in multifamily assets, self-storage, and commercial debt instruments. They help investors preserve and grow their wealth by partnering with top-performing sponsors/ operators who have a strong track record for successful asset management and meeting or exceeding investor returns.Our guest brings his expertise to the real estate arena with experience from over 20 years in investing, due diligence, and financial operations. He has built professional services practices, run small businesses, and helped take Splunk (SPLK) through an IPO...
2021-05-11
48 min
Multifamily Insights
Why You Should Always Work for Equity with Christopher Nelson, Ep. 289
Today’s guest is Christopher Nelson, an incredible author and the Co-Founder and Principal of Wealthward Capital, a private equity investment firm. Wealthward Capital invests in multifamily assets, self-storage, and commercial debt instruments. Let’s listen to Christopher to find out more about his book and some of the things he has been working on for now. [00:01 – 05:25] Opening Segment Let’s get to know Christopher Nelson. Christopher talks about his background. He had 20-year as a technology professional. Christopher talks about how he found his way to the real estate industry. He read Rich Dad, Poor D...
2021-04-23
34 min