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
Cash Management: It’s Not Just About Emergencies, It’s About Freedom
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Cash is king.
And missing out on an opportunity because your money's tied up in illiquid savings, or having to sell assets at an inopportune time to cover a large expense can be costly.
That's why, in today's episode, I discuss why a cash management strategy is a step beyond an emergency fund.
I'll also share the approach I've taken to crafting a solid cash management strategy so that my cash is working while it waits.
Read this article at https://legacygenone.com
Learn more at https://linktr.ee/genonelegacy
Be sure to follow me on Twitter & Instagram: @genonelegacy