Gen One Legacy
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
Is Financial Procrastination Derailing Your Life Plans?
What do Willie Nelson, MC Hammer, and Allen Iverson have in common? Well, what their life situations have in common is that it doesn't matter how much you make, but how much you keep.
To be sure, these individuals came into vast fortunes, only to see their wealth dwindle in a short period of time. And certainly, it's hard to believe that these individuals didn't have trusted advisors who urged them to take actions that could help them preserve their fortunes.
But the truth is that there are likely many reasons why these individuals found themselves in their situations, and one reason likely has to do with financial procrastination.
Now, when you hear the word procrastination, you might immediately think of a pejorative, like a bad word or something with negative intent. But the truth is that procrastination simply reflects a subconscious (or sometimes conscious) decision to delay or postpone something you know you should be doing.
Indeed, you've likely experienced a moment where you've procrastinated on crucial financial work, like paying an important bill, balancing your checkbook, or taking care of some financial obligation, and these delays have likely cost you in lost time or money.
Even so, in our society today, people who procrastinate are often viewed as lazy or unmotivated. But the fact is that there are many valid reasons why an individual may choose to put off doing an important task, especially when it comes to their money.
Do you or someone you know struggle with financial procrastination? Do you ever wonder why some people are really good at managing their finances while others get stuck in analysis paralysis and indecision or procrastination?
Well, even if you only occasionally struggle with putting off paying your bills, gaining some insight into this underlying behavior, understanding how to rebound after a setback, and doing the work to maintain your positive momentum can help you stay the course on your path to mastering your financial independence journey.
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