55 min
Speaking of Startups Episode 164: Russell Kroeger, Founder of Trayecto Speaking of Startups
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- Investing
In today’s 164th episode of Speaking of Start-Ups, we veer off the traditional path of interviewing founders and talk to one of the professionals that supports them on their quest to glory through financial literacy.
Russell Kroeger is a partner at Upstart Wealth Management, and founder at Trayecto, a platform to help/educate other advisors of the complex financial world surrounding founders, their employees, and the decisions made that impact all of them.
This is one of the most technical episodes we’ve had to date, but definitely worth the listen for those interested in broadening their understanding of equity compensation.
Key takeaways from episode 164:
* How the start-up space differs from a financial planning perspective
* Educating founders and their key employees along the way
* Building the framework to explain the complications of equity compensation
* The psychological impact of mismanaging money and making prudent financial decisions
* How to structure and manage equity from a founder’s perspective and the employees
* What is a venture capitalist for people?
* How facilitating self-discovery pays off financially
* Why good questions help create a road map for success
* How to find the right financial planner/partner for your journey
Get your pen and paper ready to take notes for this highly informative episode.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
In today’s 164th episode of Speaking of Start-Ups, we veer off the traditional path of interviewing founders and talk to one of the professionals that supports them on their quest to glory through financial literacy.
Russell Kroeger is a partner at Upstart Wealth Management, and founder at Trayecto, a platform to help/educate other advisors of the complex financial world surrounding founders, their employees, and the decisions made that impact all of them.
This is one of the most technical episodes we’ve had to date, but definitely worth the listen for those interested in broadening their understanding of equity compensation.
Key takeaways from episode 164:
* How the start-up space differs from a financial planning perspective
* Educating founders and their key employees along the way
* Building the framework to explain the complications of equity compensation
* The psychological impact of mismanaging money and making prudent financial decisions
* How to structure and manage equity from a founder’s perspective and the employees
* What is a venture capitalist for people?
* How facilitating self-discovery pays off financially
* Why good questions help create a road map for success
* How to find the right financial planner/partner for your journey
Get your pen and paper ready to take notes for this highly informative episode.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
55 min