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
Family Wealth Planning: An Approach to Financial Peace
Some say that the family that plays together stays together.
And the simple reason this saying holds true is because unstructured time well-spent together creates stronger social and emotional ties within the family unit.
You're literally bonding together.
Now, when it comes to talking about money, some families find the opposite to be true.
That's because discussions around money often repel members.
And so, the more you try to talk about money, especially how it's supposed to be used,
the greater the tension that are likely to arise.
But here's the rub: most individuals know that achieving life and financial goals often requires planning for the future.
This work involves starting with the end in mind, identifying the resources you have today, and then creating a strategy for bridging the gap between where you're at today, and where you want to be in the future.
It's simple, right?
Well, sure, this approach to planning is simple, but it's not easy.
This is especially true when you're trying to get your family’s spending and savings habits on the same page.
That's because it's one thing to plan for a singular vision for your life or your life with
your partner. And it's another to agree on a plan that your kids or other family members can buy into.
So then, what can you do to create a financial framework for your wealth that involves your family and helps you achieve your broader legacy goals while improving your family’s togetherness?
Well, you can start by creating a unified family wealth strategy.
This approach involves creating a shared family vision for your wealth, identifying easy-to-achieve goals that your family can rally around, and developing principles to foster effective communication to ensure everyone's voice is heard.
Read this article at https://legacygenone.franklinmadisonadvisors.com/the-family-that-plans-together-stays-together/
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