Episode 87: 2024 Lessons Learned and the Pivot to Managing Tech Millions

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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 Millions. If you’ve been following this journey, you’ll know it’s all about empowering tech professionals like you to manage your wealth with the same precision and confidence you bring to your career.

This episode is a deep dive into what 2024 has meant for our community, the lessons learned, and why 2025 will bring even greater opportunities for you. From new resources to powerful frameworks, you’ll hear all about how we’re moving forward with more targeted solutions to help you manage your millions.

Tune in to hear how this transition aligns with Christopher Nelson's personal journey—leaving full-time work, building a private equity company, and scaling his wealth management systems.

Connect with Christopher

https://www.linkedin.com/in/christophercnelson/

Highlights:

• 2024 reflections: Big wins, challenges, and lessons learned.
• Why Managing Tech Millions is the next step for tech professionals looking to elevate their wealth game.
• How the WealthOps Framework can help you manage your money like a CEO.
• Upcoming workshops and resources designed to support your wealth journey.
• The importance of systematizing your finances for long-term success.

Episode Timeline:

• 00:00 - Introduction: Reflecting on the Year
• 03:00 - 2024 Key Achievements & Milestones
• 10:15 - How the Tech Equity and Money News Podcast Has Evolved
• 15:30 - The Big Pivot: Moving to Managing Tech Millions
• 20:45 - Introducing the WealthOps Framework: What to Expect in 2025
• 28:00 - The Power of Clarity in Wealth Management
• 32:10 - What’s Coming in 2025: Sneak Peeks and New Features
• 38:00 - Call to Action: Join the Movement and Get Involved!