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
Don’t Live with the Regret of Holding Concentrated Company Stock
“I should have done something about it sooner.”
Have you ever poured your heart and soul into a professional pursuit only to see it unravel before your eyes?
You're not alone.
If you're betting on stock options, RSUs, or your 401k to build your legacy, then come with me as we explore the highs of potential paydays and the lows of unexpected Black Swan events and Murphy's Law.
This week, I'm talking about what it means to make a big bet in your career, the thrill of chasing after a dream, and the harsh realities of holding onto your company stock.
So, tune in to learn why it's crucial not to put all your eggs in one company stock basket and what you can do about it instead.
Whether you've faced disappointment or are riding the wave of success, this episode is a must-listen for anyone who's ever bet big on their job to lead them to financial independence.
Read this article at https://legacygenone.com
Learn more at https://linktr.ee/genonelegacy
Be sure to follow me on Twitter & Instagram: @genonelegacy