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Did you know that investors with over $20 million allocate only 23% of their portfolios to public stocks and 7% to bonds, while most financial advisors recommend 60% in stocks and 40% in bonds?

In this episode, I share how the ultra-wealthy allocate the other 70% of their portfolios and how you can model their approach. We'll dive into the key assets they use, such as real estate and private equity, and how these asset classes generate higher returns, offer tax advantages, and protect against market volatility.

I made $3.3 million in five minutes during my first IPO. Six months later, I was lying in bed, staring at the ceiling, completely overwhelmed. I had always believed that seeing seven figures in my bank account would bring freedom—but instead, I had more anxiety than ever.

Here’s the uncomfortable truth: making money and managing money are completely different skills.

This video is a deep dive into the six most common—and most dangerous—mistakes I see first-time millionaires make. I’ve lived through all of them. I’ll also walk you through the practical, systematic framework that helped me turn chaotic wealth into a calm, income-generating portfolio.

This video is the one I wish existed when I hit seven figures and had no idea what to do next. If you want to avoid years of trial and error, start by building your foundation—your Legacy Statement and Investment Thesis—and make every financial decision from there.

If you’re ready to start managing your wealth like a real business instead of a high-stakes hobby, I’m hosting a free live workshop in a few days where I’ll walk through this framework in depth. You can apply at wealthops.io/go.

If you think hitting $1 million means you’re financially free, think again. That might’ve been true in 1980, but today? That barely puts you in the top 10% of net worth in America—and it’s not enough to stop working.

In todays episode, I break down the exact net worth thresholds for the top 10%, 5%, and 1% in the U.S.—both total net worth and investable net worth. I’ll also share where I personally stand, how wealth strategies evolve at each level, and what it really takes to break into the top 1%.

Using fresh data from the Federal Reserve’s 2022 Survey of Consumer Finances, we’ll walk through how wealth changes—not just in amount, but in structure.

You’ll see why the climb from median net worth to the top 10% is steep, but getting from 10% to 1% is an exponential leap.

And here’s the big insight: the difference between owning assets and owning capital.

Most people in the top 10% are “house-rich,” but not capital-rich. Nearly 60% of their wealth is tied up in a primary residence that doesn’t generate income. Meanwhile, in the top 1%, nearly half of net worth comes from private business equity—not real estate or stocks.

We’ll also unpack what I call The Great Decoupling—the moment the truly wealthy shift their wealth strategy entirely. It’s not about more assets—it’s about different kinds of assets, systems, and mindset.

If you’re a high earner or successful professional feeling stuck—even with a $2M+ portfolio—this is your wake-up call. You may already be in the top 10%, or even top 5%, but if you’re still using the wrong wealth management playbook, you’ll never break into the top 1%.

Whether you’re just starting to think about investable net worth, or already building legacy-level wealth, this video is your roadmap for moving from income dependence to true financial independence—and eventually, to becoming the CEO of your wealth.

A few years ago, I stood at a crossroads with my portfolio.

Option one: do what most people do—dump it all into index funds and ETFs, hope the market performs, and wait 30 years.

Option two: deploy capital like the wealthy do—across multiple asset classes, focused on income, with strategic allocations that actually pay you now.

I chose option two.

While still working in tech, I built an income-focused portfolio with $530,000 across 9 investments, and it generated $57,000 in annual income. That portfolio became the foundation for what now brings in over $200,000/year in passive income.

But here’s the real value of this video—I’m not just showing you what I did. I’m breaking down what I’d do differently today if I were starting over with the same $500K.

This isn’t theory. These are hard-earned lessons from millions deployed, simplified into a refined framework that anyone can follow—without needing to be a real estate expert, financial advisor, or full-time investor.

In this video, I walk through:

• What I originally invested in (with numbers)
• What worked, what didn’t, and why
• The 5-part framework I’d follow today to generate more income with less stress
• How I went from complexity to a scalable, boring machine that prints income

If you’re sitting on $500,000 or more and want to build a portfolio that pays you to live—not 30 years from now, but today—this video will walk you through the exact strategy I’d use.

In 2012, I watched my net worth jump by $3 million in just minutes after my company went public. I should’ve been celebrating—but instead, I was overwhelmed. What was I supposed to do with this money? I assumed the experts at Morgan Stanley would help me figure it out. But the advice they gave me was the same cookie-cutter portfolio they hand to someone with $100K in a 401K. That’s when I realized something was seriously broken.

This video is for people like me—people with $1M to $30M of net worth—who are stuck in what I call the Financial Dead Zone. You're too "wealthy" for basic personal finance advice, but not rich enough to access a $2M/year full-service family office. And that dead zone? It’s costing you millions in lost opportunity.

In this video, I’m going to walk you through the exact 3-phase blueprint I used to escape the Financial Dead Zone and scale my portfolio to over $8 million—while generating over $200,000 a year in passive income and covering all my family’s living expenses.

This isn’t about risky bets or timing the market. It’s about building a Micro Family Office—taking the systems and strategies of the ultra-wealthy and scaling them down to fit your level of assets.

Here’s what we’ll cover:

• Why traditional advisors can’t help you scale from $1M to $10M+
• The real cost of staying in the Financial Dead Zone
• The 3 phases of building your own Micro Family Office: Architect, Build, Run
• How to create a custom Investment Thesis aligned with your goals
• Why proper infrastructure and a fractional expert team changes everything
• How to implement systems and processes that treat your wealth like a business

I’ll also show you how this system made my life simpler, not more complicated—removing the stress and emotion from money decisions, and replacing it with clarity, control, and predictable growth.

Whether you’re aiming for financial freedom, generational transfer, or lifestyle flexibility—this is the strategy that works.

Ready to get out of the Financial Dead Zone? Visit WealthOps.io or click the link below this video. Let’s build your Micro Family Office.

Becoming a millionaire overnight doesn’t mean you automatically know how to manage wealth. In this video, I break down the 4 biggest mistakes new millionaires make—and how to avoid them.

After my IPO at Splunk, I realized the financial industry wasn’t built for people with $1M–$30M net worth. Instead of cookie-cutter advice like “60/40 portfolios” and “withdraw 4%,” I learned the hard way that the wrong moves can cost you millions.

Here’s what you’ll discover:

• Why buying liabilities like houses and cars too early destroys long-term wealth
• How “knee-jerk investing” leads to massive portfolio risk
• Why tax strategy must come before financial advice
• The danger of listening to advisors who’ve never built wealth themselves

If you’ve built wealth through equity compensation, a business exit, or years of saving and investing, this guide will help you protect it, grow it, and manage it like a business.

If you've built a seven — or even eight-figure net worth but still find yourself approaching wealth with a middle-class mindset, you're not alone — and it’s costing you.

I’ve worked with countless high earners who’ve mastered complexity in their careers, yet when it comes to managing their personal wealth, they unknowingly fall back on outdated strategies designed for $50k incomes. This mindset trap often leads to massive opportunity loss, increased risk, and delayed financial freedom.

Here’s the harsh truth: you can't build generational wealth using accumulation strategies built for retirement consumption. That “buy and hold forever” mentality, the obsession with minimizing fees, or blindly sticking with 60/40 portfolios—these are small-money strategies being misapplied to big-money problems.

In this content, I break down the key differences between a middle-class money mindset and wealth-building thinking: how to allocate assets, reduce taxes, generate passive income, and build your own Micro Family Office.

Most people don’t realize this, but the same wealth strategy that helps you build your first $100K is exactly what holds you back at $1M. And once you hit $5M? That strategy can actually become a risk.

In this episode, you'll learn why your financial approach must evolve as your net worth grows—and how staying in your comfort zone could be costing you millions.

We break down the key mindset and strategy shifts that should happen at three major milestones: $100K, $1 million, and $5 million. If you’re using the same tactics at every stage, you’re likely plateauing without even realizing it.

Here’s what you’ll discover:

• Why the Foundation Phase isn’t just about saving and budgeting—it’s about building the habits of a wealth CEO
• What changes once you hit $1M and become an accredited investor
• How to run your wealth like a business once you pass the $5M mark
• The most common (and costly) mistakes people make at each phase

This isn’t financial theory or Wall Street jargon. It’s a practical roadmap to upgrade your systems, your thinking, and your execution—so your money actually works for you.

Once you understand what’s needed at each level, you’ll never look at wealth building the same way again.