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
How to Buy Insurance Like a Pro
Whether you love it or hate it, getting and maintaining the right insurance coverage is one of the most crucial financial decisions you can make to build and preserve your financial independence outside of saving for retirement.
Now, up until recently, it seemed like the only way to get the coverage you needed was to work with an insurance salesperson.
Even so, with various options and so many policy decisions coming down to just a few mouse clicks, you now have more power to protect your wealth at your fingertips than ever.
To be sure, just like managing taxes and spending decisions, having the right insurance protections in place is akin to keeping more of what you make.
You see, that’s because when the unexpected strikes, the right insurance policy can step in and transfer a potential financial loss from your pocketbook to that of an insurance company.
For example, if you suddenly become ill, and an emergency room visit turns into a month’s long stay at the hospital, the right kind of insurance can potentially save you thousands of dollars in medical bills.
To be sure, at the end of the day, insurance, for all its negative connotations as an expense that rarely pays out, can actually one of the most valuable financial decisions you ever make.
Now, not all insurance companies are created equal. That’s why understanding the basics of ideal providers and policies can help you buy insurance like a pro as you go out and purchase this essential coverage for yourself and your family.
Visit us at https://fimastery.com to learn more about the FI|Mastery Journey.
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