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Gen One Legacy

Peter Donisanu

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.

Episodes
How to Avoid the Temptation to Show the World that You’ve Made ItJune 20, 2024
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Roth IRA: How to Avoid Too Much of a Good ThingJune 13, 2024
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Cash Management: It’s Not Just About Emergencies, It’s About FreedomJune 06, 2024
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Saving for College: Be Prepared, So You Kids Can Be SparedMay 29, 2024
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There’s No Such Thing as an Investing Magic PillMay 23, 2024
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How to Buy Back Your Time without the RegretMay 16, 2024
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Don’t Live with the Regret of Holding Concentrated Company StockMay 09, 2024
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If You Don’t Write Your Story, Someone Else WillMay 02, 2024
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Keep Calm and Trust Your Investment PlanApril 25, 2024
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Think Twice Before Cashing that “Free Money” CheckApril 18, 2024
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Tax Mistakes are Costly, Precision is PricelessApril 10, 2024
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How to Gain Control of Your Cash Flows Once and For AllApril 04, 2024
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Is Your Employer’s Stock a Long-Term Bet or Short-Term Sell?March 28, 2024
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Boost Your Wealth: Become a Tax-Efficient InvestorMarch 14, 2024
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Family Wealth Planning: An Approach to Financial PeaceMarch 07, 2024
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Creating a Multi-Generational Impact with Educational TrustsFebruary 29, 2024
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Tax Season Triumph: Proactive Planning for Prosperous FamiliesFebruary 22, 2024
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3 Ways to Ensure You’re Saving Enough for RetirementFebruary 15, 2024
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We've Moved: FI Mastery is Now Gen One LegacyFebruary 14, 2024
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Equity Comp: Mastering the Basics of Vesting, Taxes and RisksFebruary 08, 2024
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Taxes: What Inflation, Gridlock and Sunsets Mean to Your MoneyFebruary 01, 2024
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Startup Success: 3 Ways to Master the Basics Before LaunchJanuary 25, 2024
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3 Ways a Family Charter Can Help Support Your LegacyJanuary 18, 2024
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2024 Economic Outlook: Why Forecasts Still MatterJanuary 11, 2024
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Embracing the Journey: How Small Steps Can Define Your Life's WorkJanuary 04, 2024
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