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.
Concentration Builds Wealth, Diversification Preserves It
Having all your eggs in one basket might make you rich—until it doesn't.
This week, we’ll dive into the risks of concentrated investing.
You know, Warren Buffett's strategy of focusing investments on big bets is legendary, yet he also champions diversification for the average investor.
Why the mixed advice?
Because while concentrated investing can yield big rewards, it also carries significant risks.
Learn how to balance your portfolio, manage risk, and understand when to hedge or diversify your investments.
Either way, whether dealing with restricted stock or stock options, the big takeaway here is that having a plan is essential.
Read this article at https://franklinmadisonadvisors.com (https://franklinmadisonadvisors.com)
Learn more at https://linktr.ee/genonelegacy (https://linktr.ee/genonelegacy)
Be sure to follow me on Twitter & Instagram: @peterdonisanu
4 Jul 2024
How to Setup an Estate Plan if You’ve Never Put One Together Before
When you hear "estate planning," you might think of grand mansions, legal jargon, and hefty inheritances.
But estate planning isn't just for the wealthy—it's essential for anyone who wants to protect their assets, ensure their wishes are followed, and care for their loved ones after they're gone.
In this episode, we'll break down the basics of creating an effective estate plan. From identifying your assets and selecting heirs to appointing trusted individuals to manage your affairs, we cover it all.
I'll also discuss the importance of keeping your estate plan current with life changes and tax laws to ensure it continues to serve its purpose.
Estate planning is a smart move for everyone, regardless of the size of your estate. Tune in to learn how to safeguard your financial future and make a lasting impact.
Read this article at https://legacygenone.com (https://legacygenone.com)
Learn more at https://linktr.ee/genonelegacy (https://linktr.ee/genonelegacy)
Be sure to follow me on Twitter & Instagram: @genonelegacy
28 Jun 2024
Stop Wasting Your Policy Premium: The Smart Way to Buy Insurance Protection
How can you tell that you’re buying the right kind of insurance?
It’s one thing to know how much coverage you need, and another to know which policy to buy.
But fortunately, you now have the power to choose and manage your insurance coverage with just a few clicks, making it easier than ever to protect your financial future.
That’s why in today’s episode, I explore the critical role of insurance in building and preserving financial independence.
More importantly, however, I’ll discuss how to evaluate insurance providers and select the best policies to ensure comprehensive coverage for you and your family.
Read this article at https://legacygenone.com (https://legacygenone.com)
Learn more at https://linktr.ee/genonelegacy (https://linktr.ee/genonelegacy)
Be sure to follow me on Twitter & Instagram: @genonelegacy
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