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
What’s the Cost of Having Too Many Financial Accounts?
Are you feeling overwhelmed with managing all of your financial accounts? Are you finding it challenging to stay on top of your finances and make sound decisions due to cognitive overload?
Well, it turns out that being overbanked can have significant mental and financial costs, ultimately hindering your journey to financial independence.
In this week’s episode, we explore the phenomenon of cognitive overload and how it can lead to suboptimal financial decisions, as well as the financial costs associated with having too many accounts.
But don't worry, we also provide practical solutions to simplify your financial life and align your accounts with your money's purpose, ultimately reducing stress and increasing clarity and focus.
By decluttering and streamlining your finances, you can devote more time and attention to the things that matter most in your life and move closer to becoming the master of your financial independence journey.
So, if you're ready to simplify and achieve greater financial well-being, click play to learn more!
Visit us at https://fimastery.com to learn more about the FI|Mastery Journey.
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