133: Have $1M+ Net Worth? Here's How To Turn It Into a Cash Flow Machine Podcast Por  arte de portada

133: Have $1M+ Net Worth? Here's How To Turn It Into a Cash Flow Machine

133: Have $1M+ Net Worth? Here's How To Turn It Into a Cash Flow Machine

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If your net worth is over $1 million, I’m about to show you how the ultra-wealthy turn their portfolios into cash flow machines—and why your financial advisor will likely never teach you this.

Most traditional advisors will put you in a 60/40 portfolio and tell you to keep growing your net worth until retirement. The goal? Just get a bigger number on the screen. Then, maybe, if the market plays nice, you can start pulling 4% a year at 65.

But here’s what they don’t tell you: families managing $100+ million aren’t waiting until 65. They’re generating income today—and their wealth is still growing.

Now, you might be thinking, “But I don’t have $100 million. Can I still do this?”

That’s the exact question I spent the last 10 years answering. I’m Christopher Nelson. A few years ago, my portfolio was 98% in public stocks—and it produced zero cash flow. Today, that same portfolio pays me over $200,000 a year in income without selling assets, without touching principal, and it has grown by over $2 million in value.

In this video, I’m going to walk you through the three-step process I used to transform my portfolio into what I call an Evergreen Portfolio—a strategy designed to generate income today and build long-term wealth.

We’ll cover:

  • Why the 4% rule falls short—especially if you want lifestyle freedom before 65
  • How family offices think differently: they prioritize income, not just accumulation
  • The three core asset categories: Income, Growth, and Preservation
  • How to build a portfolio that aligns with your goals—whether that’s replacing active income now, creating balance, or growing for future generations
  • The real numbers and asset allocation from my personal portfolio
  • Why traditional drawdown strategies can fail depending on market timing (sequence of returns risk)
  • How to build your Investment Thesis—your personalized blueprint for financial freedom

I'll also explain how to transition your current assets—without blowing up your tax situation—and what to do with your capital once it’s freed up.

This is the exact strategy I teach in my live workshops, where I help high-net-worth individuals build their own Micro Family Office and implement the Evergreen Portfolio model.

Bottom line: you don’t need $10M or $20M to live like the wealthy. You just need to structure what you already have differently.

You have everything you need to start right now.

The question is: how much longer are you willing to wait?

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