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
Boost Your Wealth: Become a Tax-Efficient Investor
"Taxes are the price we pay for a civilized society."
This often repeated quote is carved into the entrance of the IRS's national headquarters building in Washington, D.C.
And it serves as a reminder that we all need to pay our fair share to maintain one of the highest standards of living in the world.
At the same time, however, growing your family's wealth from one generation to the next involves paying less in taxes, right?
So then, how do you balance these two seemingly competing ideas of paying your fair share and keeping more of your money?
Well, that's where being tax-efficient, especially when it comes to your investments, comes into play.
You see, while investing wisely is certainly crucial to building wealth, ensuring that you're not paying Uncle Sam any more than necessary is even more vital to this end.
That's because, when it comes to building wealth for the long term, the goal is to put as much money to work today while keeping more of what you earn down the road.
In fact, you can think of being tax-efficient with your investments, like planning for a long road trip.
In other words, just as you would carefully plan out your route to avoid costly tolls and commuter traffic, you also need to think strategically about taxes when it comes to your investment strategy.
It's that simple.
Indeed, by focusing on becoming a tax-efficient investor, you could grow your savings faster, keep more of your hard-earned money, and increase your ability to maintain a lifestyle that supports your family for decades to come.
Read this article at https://legacygenone.franklinmadisonadvisors.com/boost-your-wealth-become-a-tax-efficient-investor/
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