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
Tax Season Triumph: Proactive Planning for Prosperous Families
Tax season is now well underway, and most returns are due by April 15.
Are you ready?
Well, if you struggle with getting your returns filed, or simply don't know where to start, then we've got you covered this year.
That's because the secret to a stress-free tax season involves staying organized before you sit down to prepare your returns and by starting sooner rather than later.
Indeed, when you avoid the last-minute scramble to hunt down all of your necessary tax documents, and then ensure that you have enough time to carefully complete your return, you not only avoid racing against the clock and making mistakes along the way, but what you're doing is ensuring that you're filing a more accurate return that can help you avoid running afoul of the auditors.
That's why, while it seems like the tax deadline is still weeks away, you can still nevertheless get started preparing you returns by assessing life changes over the past year, gathering your documents in a centralized location, and determining the ideal way to file your returns this year.
Taking this approach will not only ensure that your taxes get filed on time, but it will also give you peace of mind, knowing that you've left no stone unturned when it comes to potential tax opportunities in the year ahead.
Read More About this Topic at https://legacygenone.franklinmadisonadvisors.com/from-complexity-to-clarity-tax-tips-for-the-tech-savvy-and-wealthy/
Listen to the Gen One Legacy Podcast at https://episodes.legacygenone.com/
Learn More About Our Financial Planning Services at https://franklinmadisonprivatewealth.com
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