10 Year-end Planning Tips for High Earners Artwork

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.

All Episodes

Gen One Legacy

10 Year-end Planning Tips for High Earners

November 30, 2023 • Peter Donisanu

The end of the year is upon us, and with it comes one last chance to get your financial ducks in a row before it ends up costing you.

You see, while many of us are focused on trimming trees, making last-minute gift purchases, and planning holiday parties, the truth is that all of us likely have that one item on our financial to-do list that we've been meaning to get to all year long.

And while it may seem like no big deal right now, failing to take care of just one year-end planning item that you've been putting off all year or simply aren't aware of could end up costing you thousands of dollars over the near- or long-term.

That’s why today, we’re going to talk about ten things high earners like you should focus on before the close of 2024.

And be sure to head on over to https://fimastery.com to download our full report containing a list of 20 topics to focus at year-end.