113 Folgen

Making a generational impact starts with one: one person, one family, and one community. And so, the Gen One Legacy is our attempt to help first-gen tech professionals like you get your financial house in order so you can live your legacy.
Hosted by Peter Donisanu, a Private Wealth Manager, this podcast serves to simplify your journey through the often-complex world of wealth management, tailored specifically for the first-generation impact-oriented tech worker.
One person can’t change the world alone.
But one person can be the spark that lights the way, providing future generations with resources they need to align with their higher purpose so they can make a dent in the universe.
Your journey as a first-generation high earner isn’t just about accumulating wealth; it’s about creating a legacy that lasts the tests of time. A legacy that empowers your family, uplifts your community, and leaves a lasting mark on society for generations to come.
That’s why each episode of Gen One Legacy dives deep into the critical aspects of wealth creation, preservation, and legacy formation. From actionable stock options & equity comp strategies, to investing, estate planning and fostering a mindset of generational wealth, we cover it all.
Join us as we distill proven Wealth Management practices into practical and actionable insights that you can apply to your own life.
Whether you're an entrepreneur, an executive, or anywhere in between in the tech space, this podcast is your first step toward securing a prosperous future for your family and generations to come.
Subscribe to the Gen One Legacy where we’ll help you get your financial house in order so you can live your legacy.

Gen One Legacy Peter Donisanu

    • Wirtschaft

Making a generational impact starts with one: one person, one family, and one community. And so, the Gen One Legacy is our attempt to help first-gen tech professionals like you get your financial house in order so you can live your legacy.
Hosted by Peter Donisanu, a Private Wealth Manager, this podcast serves to simplify your journey through the often-complex world of wealth management, tailored specifically for the first-generation impact-oriented tech worker.
One person can’t change the world alone.
But one person can be the spark that lights the way, providing future generations with resources they need to align with their higher purpose so they can make a dent in the universe.
Your journey as a first-generation high earner isn’t just about accumulating wealth; it’s about creating a legacy that lasts the tests of time. A legacy that empowers your family, uplifts your community, and leaves a lasting mark on society for generations to come.
That’s why each episode of Gen One Legacy dives deep into the critical aspects of wealth creation, preservation, and legacy formation. From actionable stock options & equity comp strategies, to investing, estate planning and fostering a mindset of generational wealth, we cover it all.
Join us as we distill proven Wealth Management practices into practical and actionable insights that you can apply to your own life.
Whether you're an entrepreneur, an executive, or anywhere in between in the tech space, this podcast is your first step toward securing a prosperous future for your family and generations to come.
Subscribe to the Gen One Legacy where we’ll help you get your financial house in order so you can live your legacy.

    Don’t Live with the Regret of Holding Concentrated Company Stock

    Don’t Live with the Regret of Holding Concentrated Company Stock

    “I should have done something about it sooner.”
     
    Have you ever poured your heart and soul into a professional pursuit only to see it unravel before your eyes? 
     
    You're not alone. 
     
    If you're betting on stock options, RSUs, or your 401k to build your legacy, then come with me as we explore the highs of potential paydays and the lows of unexpected Black Swan events and Murphy's Law.
     
    This week, I'm talking about what it means to make a big bet in your career, the thrill of chasing after a dream, and the harsh realities of holding onto your company stock.
     
    So, tune in to learn why it's crucial not to put all your eggs in one company stock basket and what you can do about it instead. 
     
    Whether you've faced disappointment or are riding the wave of success, this episode is a must-listen for anyone who's ever bet big on their job to lead them to financial independence.
     
    Read this article at https://legacygenone.com 
     
    Learn more at https://linktr.ee/genonelegacy
     
    Be sure to follow me on Twitter & Instagram: @genonelegacy

    • 13 Min.
    If You Don’t Write Your Story, Someone Else Will

    If You Don’t Write Your Story, Someone Else Will

    "How do I want to be remembered?" is a question that haunts us all, yet often goes unspoken. 
    That’s why in this week’s episode, I’m treading into the topic of legacy and the stories we leave behind. 
     
    Join me as I explore how to write your own story, aligning daily actions with your deepest values, and overcoming internal and external distractions that derail legacy-building. 
     
    I’ll tell you about how Nikola Tesla could have changed his legacy, the influence of workaholism, and the power of prioritizing what truly matters. 
     
    Listen in to discover how you can take small, intentional steps today to create a lasting legacy that reflects your true aspirations. 
     
    Remember, if you don't write your story, someone else will.
     
    Read this article at https://legacygenone.com 
     
    Learn more at https://linktr.ee/genonelegacy
     
    Be sure to follow me on Twitter & Instagram: @genonelegacy

    • 16 Min.
    Keep Calm and Trust Your Investment Plan

    Keep Calm and Trust Your Investment Plan

    Are you feeling uneasy with the recent stock market selloff? 

    You're certainly not alone. 

    After a surprisingly robust start to the year, the latest downturn can feel all too familiar, mirroring the intense market swings we've faced over recent years. 

    In this episode, I’ll take you through the emotional journey of investing during these uncertain times. 

    We'll revisit the S&P 500's strongest start post-pandemic and the subsequent drops that might have you thinking about pulling out your investments to avoid further volatility.

    I'll break down the key drivers of the current market unease—from geopolitical tensions and political drama to persistent inflation and the complexities of interest rate policies. 

    More crucially, I'll address a significant question that might be on your mind: Is it time to cash out, or should you hold steady?

    This episode will delve into why it’s essential to look beyond the headlines and focus on a disciplined investment strategy. 

    I’ll share insights on how emotional reactions to market news can derail long-term financial goals and discuss the risks and potential missed opportunities that come with hastily withdrawing from the market.

    Whether you’re tempted to build a financial safe haven or simply need reassurance to keep your investments on track, this episode aims to be your guide through the current financial turmoil. 

    Learn how to navigate through these challenging times, making informed decisions that align with your long-term financial objectives. 

    Don’t let the panic driven by the daily news cycle shake your financial stability—join me to discover how to remain composed and proactive through the market’s ups and downs.

    Read this article at https://legacygenone.com 

    Learn more at https://linktr.ee/genonelegacy

    Be sure to follow us on Twitter & Instagram: @genonelegacy

    • 16 Min.
    Think Twice Before Cashing that “Free Money” Check

    Think Twice Before Cashing that “Free Money” Check

    Have you ever experienced the fleeting thrill of spending a windfall only to face regret once the excitement fades? 

    You're not alone. 

    Many of us have felt the sting of impulsive spending after receiving unexpected sums, like a tax refund, bonus, or even a lottery win. 

    This episode delves into the psychological and emotional rollercoaster that often accompanies financial windfalls. 

    We'll explore the concept of 'mental accounting,' a term coined by economist Richard Thaler, which explains why we might treat windfall money differently from our hard-earned cash.

    Join us as we dissect real-life stories, including the dramatic tale of Jack Whittaker, who won a $315 million lottery jackpot only to face subsequent personal and financial turmoil. 

    Learn how short-term thinking can undermine long-term success and discover strategies to align unexpected gains with your long-term financial goals.

    As we approach the end of the tax season and anticipate potential bonuses, we'll offer invaluable advice on creating a purposeful plan for your windfalls. 

    Find out how immediate actions and thoughtful planning can transform these financial boosts into powerful waypoints on your journey to financial independence and fulfillment. 

    Don't let your next windfall be a missed opportunity to advance your life goals!

    Read this article at https://legacygenone.franklinmadisonadvisors.com/windfalls-are-waypoints-not-endpoints/

    Learn more at https://linktr.ee/genonelegacy

    Be sure to follow us on Twitter & Instagram: @genonelegacy

    • 12 Min.
    Tax Mistakes are Costly, Precision is Priceless

    Tax Mistakes are Costly, Precision is Priceless

    Ever been hit with the shock of realizing you made a costly mistake on your tax return?
    You wouldn’t be the first.


    In fact, the IRS flagged nearly 17 million mathematical errors on 2022's tax returns. But the errors weren’t just about owing more; many were about missing out. Imagine being one of the 1.5 million taxpayers who left a collective $1.5 billion unclaimed.


    In this episode, we're not just talking numbers; we're diving into real stories of missed opportunities and unexpected tax bills that could have been avoided. 


    But here's the good news: with attention to detail and a mindful approach, many of these errors are preventable. 


    As we edge closer to the April 15 deadline, you’ll receive indispensable advice on ensuring your tax documents are in order, spotting potential pitfalls before they become problems, and ultimately, safeguarding your financial well-being.


    Read this article at https://legacygenone.franklinmadisonadvisors.com/tax-mistakes-are-costly-precision-is-priceless/ 


    Learn more at https://linktr.ee/genonelegacy


    Be sure to follow us on Twitter & Instagram: @genonelegacy

    • 10 Min.
    How to Gain Control of Your Cash Flows Once and For All

    How to Gain Control of Your Cash Flows Once and For All

    Ever find yourself stretched thin between paychecks or grappling with the anxiety of unexpected expenses?
     
    You're not alone.
     
    In this episode, we're unraveling the complexities of cash flow management and its undeniable impact on your financial health.
     
    More specifically, we're diving deep into the strategies that can transform your approach to managing your money, shifting from a paycheck-to-paycheck existence towards financial independence.
     
    Ultimately, we're addressing the essential question: How can you master your cash flows to secure a financially stable and fulfilling life?
     
    Read this article at https://legacygenone.franklinmadisonadvisors.com/dont-confuse-budgets-and-cash-flows/
     
    Learn more at https://linktr.ee/genonelegacy
     
    Be sure to follow us on Twitter & Instagram: @genonelegacy

    • 18 Min.

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