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
Latest Episodes
Concentration Builds Wealth, Diversification Preserves It
Having all your eggs in one basket might make you rich—until it doesn't.This week, we’ll dive into the risks of concentrated investing.You know, Warren Buffett's strategy of focusing investments on big bets is legendary, yet he al...
How to Setup an Estate Plan if You’ve Never Put One Together Before
When you hear "estate planning," you might think of grand mansions, legal jargon, and hefty inheritances.But estate planning isn't just for the wealthy—it's essential for anyone who wants to protect their assets, ensure their wishes are ...
Stop Wasting Your Policy Premium: The Smart Way to Buy Insurance Protection
How can you tell that you’re buying the right kind of insurance?It’s one thing to know how much coverage you need, and another to know which policy to buy.But fortunately, you now have the power to choose and manage your insurance...
How to Avoid the Temptation to Show the World that You’ve Made It
Have you ever felt the urge to splurge after a financial windfall?Maybe it was after landing a six-figure job or when your startup went public.This week, we explore the temptation to showcase your success, drawing parallels with s...