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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.

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Gen One Legacy

How to Avoid Leaving a Failed Legacy

October 26, 2023 • Peter Donisanu

What comes to mind when you hear the phrase "leaving a legacy?" Well, when it comes to money, you might think about the ins-and-outs of estate plans, right?

Well, the truth is that that's just one side of the big picture.

You see, too often, many of us get caught up in thinking about WHAT our money can do after we're gone instead of HOW our the one we care about might actually use our wealth.

Indeed, legacy planning centered solely around money is simply a passive strategy built on the hope that your beneficiaries will take your pile of cash and hopefully do something good with it one day.

So then, what can you do if you truly want to use your money to make a dent in the universe?

Well, you can start by actively using your wealth today to intentionally form and cultivate relationships that last the test of time.

In other words, you can begin by "living your legacy" instead of planning to "leave a legacy."

And why's that important?

Well, that's because cultivating healthy relationships is a key determinant of our emotional well-being. Ultimately, genuine connections, shared experiences, and mutual understanding form the core of enduring legacies.

In essence, a legacy built solely on cash can easily vanish, but one grounded in meaningful relationships stands the test of time.

You know, every day offers an opportunity to shape your legacy. And so, you can start today by cultivating healthy relationships, giving your money purpose, and laying the foundation for future wealth appreciation.