Tag: Diversification

Tax Strategies for High-Income Earners Who is "Time Poor But Cash Rich" with Keshav Kolur (EP. 49)
Tax Strategies for High-Income Earners Who is “Time Poor But Cash Rich” with Keshav Kolur (EP. 49)

Tax Strategies for High-Income Earners Who is “Time Poor But Cash Rich” with Keshav Kolur (EP. 49)

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Is your wealth over-concentrated in company stock? In this episode of Ideas by Mike podcast, host Mike Milligan, CFP, sits down with Keshav Kolur—a former software engineer at Amazon and Meta who walked away from the cubicle to build Clive Capital.

Keshav reveals how he applies a “tech brain” to evaluate real estate, oil, and gas deals to minimize downside risk. If you are a high-income earner who is “time poor but cash rich,” this episode is your blueprint for rewriting your financial story through passive income and sophisticated tax strategies.

In this episode, you’ll learn:

  • Why tech employees are often dangerously over-concentrated in RSUs.
  • The specific “engineering guardrails” Keshav uses to vet private equity deals.
  • How to legally and ethically slash your tax bill through alternative assets.
  • The journey from Georgia Tech robotics to managing a multi-million dollar fund of funds.
  • Alternative Investments 2026 and the Passive Income for Tech Employees.
  • Real Estate Syndication Strategies and how to do RSU Diversification.
  • Tax Saving Strategies for High Earners.
  • Meta & Amazon Employee Wealth.
  • Oil and Gas Passive Income and doing Engineering Mindset in Investing.

Connect with Keshav Kolur:
Website: https://www.clivecap.com
LinkedIn: https://www.linkedin.com/in/keshavkolur
Free Resource: 100+ Question Due Diligence Checklist – https://www.clivecap.com/alternative-assets

Watch the full episode here: YouTube Link

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This is Investment Planning (Ep. 7)

This is Investment Planning (Ep. 7)

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Investing is an important piece of retirement planning, but there is much more to it than just picking “the right” stocks.

This week on Ideas by Mike™, Mike Milligan, CFP®, breaks down the third step in his one-of-a-kind financial planning processes, investment management. Mike explains the importance of setting specific goals and developing strategies to achieve those goals through investments. 

But that’s not everything! He also emphasizes the need for diversification and risk assessment in investment portfolios while highlighting common mistakes people make in investment planning.

Mike covers: 

  • Why tax planning is crucial for your financial health
  • How to create a sustainable retirement income plan
  • The importance of diversification when it comes to crafting an investment plan
  • Common investment mistakes and how to avoid them
  • And more!

Resources:

Connect with Mike Milligan, CFP®:

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