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
Don’t Let Blindspots Derail Your Financial Plans
Warren Buffet once wisely said, "Risk comes from not knowing what you're doing." These words ring true, especially when it comes to your personal finance.
Picture yourself embarking on a journey without a map, unaware of the twists and turns that lie ahead. Now apply this metaphor to your financial life.
The truth is that we all have blindspots which are those overlooked or misunderstood aspects that silently sabotage our best-laid life plans.
Indeed, these blindspots can range from unchecked spending habits and neglected investment opportunities to unoptimized tax strategies or an often ignored credit report.
And while these issues may seem insignificant in the short term, over time, they add up and hinder your journey to financial independence.
The consequences of ignoring these blindspots can be far-reaching, affecting every aspect of your life. These include unseen time costs, substantial financial costs, and the emotional toll of failing to address your financial blindspots. While the implications of ignoring financial blindspots are significant, there is a brighter side.
That’s because by addressing these blindspots, you can unlock a multitude of benefits. For example, by developing a consistent practice of reviewing potential risks, you can optimize your own earnings ability, protect your assets and ensure that you have contingency plans in place to protect yourself, your business and your family.
Let’s face it: many of us would rather avoid the discomfort of looking potential risks dead in the face. Even so, when you choose to understand the pitfalls of blindspots, take the time to identify risks and do the work to create a plan to address them, you’re more likely to overcome hidden threats that can derail years or even decades of hard work.
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