The Wealth Cockpit · Podcast

A podcast for operators 5 to 10 years from a sale.

Every episode, newest first.

The conversations I'd be having anyway, with the operators I'd be having them with. The concentration problem, the after-tax math, the structure that holds up under stress. I read every reply.

  1. Ep 4 12 min 8 sec

    Two Years of Income: Where the Proceeds Actually Go

    Three decades of work. About two years of current income after taxes. That's what a long-time service-business operator walked away with when I ran the math with him recently. I tell his story (anonymized), then walk through what I did…

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  2. Ep 3 15 min 40 sec

    Are you one bad week away from a financial crisis?

    Most successful business owners are one bad week away from a financial crisis — and they don't even know it. In this episode, Brent Neely shares the story of how a single Amazon account suspension, triggered by a missed phone number…

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  3. Ep 2 23 min 39 sec

    What does it actually mean to be free?

    Growing up, I watched my dad build a successful fourth-generation family business. He worked six days a week for 30 years, commuting over an hour each way, rarely missing a day. By most measures, he succeeded. But success and freedom, I…

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  4. Ep 1 20 min 49 sec

    Turbulence, Tailwinds, and Why We're Buying Now: Live from Best Ever Conference

    In the debut episode of The Wealth Cockpit, Brent Neely sits down live at the Best Ever Conference in Salt Lake City with Joe and Levi from Cowboy Capital. The three operators break down why they're going all in on multifamily while the…

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Disclosure

Securities offered under Rule 506(c) of Regulation D. Available only to verified accredited investors. This page is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer would be made solely pursuant to a Private Placement Memorandum and related subscription documents. Real estate investing involves risk, including the potential loss of principal. Projections are forward-looking statements based on assumptions that may not prove accurate. Past performance is not indicative of future results.