The Wealth Cockpit

Send us Fan Mail Every operator I know is wired to chase the next thing. New deal, new asset class, new opportunity across the desk. It feels like ambition. A lot of the time it's just noise.   This week I did the opposite. I spent a morning building my whole financial picture in one place with AI, the operating businesses, the properties, the loans, the cash, and asked one question: am I bei...

Send us Fan Mail 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 when I faced a version of the same concentration problem with Lei...

Send us Fan Mail 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 verification, exposed a $3.5M problem hiding in plain sight. At the time, he was doing $30–40K/day in sales, carrying $2M in supplier payables, a...

Send us Fan Mail 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 learned, are two very different things. In the second episode of The Wealth Cockpit, I walk through the decisions that shaped everything for me. F...

Send us Fan Mail 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 rest of the industry chases shiny objects. Topics covered: — The supply cliff forming in growth markets like Boise and what it means for oper...