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
Revitalize Your Retirement Savings with a Mid-Year Checkup
Making regular contributions to an employer-sponsored plan can supercharge your journey to financial independence.
But, you already knew that, right?
And, you likely already know about the benefits of "free money" that you could receive from your employer match and how pre-tax contributions to a qualified retirement account like a 401k, 403b or other employer-sponsored account can give your financial independence savings goals a major boost.
But, did you know that there are things you need to do periodically throughout the year besides putting money into your employer-sponsored plan to ensure that your financial independence goals are on the right track?
To be sure, some of you may be asking yourself, "isn't contributing to a 401k, 403b, or other employer-sponsored plan account enough to secure my retirement?
Well, the short answer is: no.
That's because getting money into a retirement account is a crucial first step toward securing your path to financial freedom, but it's not the only step.
Indeed, throughout the year, there are some specific actions that you should take to 1) ensure that you're putting your money to work in the most efficient way possible, 2) that you're not taking more risk than necessary, and 3) that you're not leaving any money on the table.
So then, with the mid-year upon us, there's no better time than the present to log into your employer plan website and follow along as we review key factors that can help or hinder your financial independence goals.
Visit us at https://fimastery.com to learn more about the FI|Mastery Journey.
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