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.
Episodes
122 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...
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14:11
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 ...
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18:45
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...
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17:05
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...
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12:43
Roth IRA: How to Avoid Too Much of a Good Thing
Having too much of a good thing can leave you worse off than when you started.The same is true for putting all your extra savings in a Roth IRA. This is especially true if you plan to retire early, start a business or invest in rental pr...
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17:29
Cash Management: It’s Not Just About Emergencies, It’s About Freedom
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 discus...
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17:06
Saving for College: Be Prepared, So You Kids Can Be Spared
I didn't know, what I didn't know.Going to college was the best investment I ever made.But, being the first in my family to go to college left me making a lot of poor choices.That's why, in today's episode, I discuss some o...
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14:52
There’s No Such Thing as an Investing Magic Pill
"If only I had kept going a little more…"Now, have you ever been on the verge of a breakthrough but stepped back because of a setback? It’s like investing—when the markets shake, it’s easier to think about quitting rather t...
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17:31
How to Buy Back Your Time without the Regret
“Why did I even hire them in the first place...”Have you ever hired someone for help around the house, only to immediately regret it?I know I have.That’s why this week I’m sharing my experience of hiring helpers who...
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16:17
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.
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13:57
If You Don’t Write Your Story, Someone Else Will
"How do I want to be remembered?" is a question that haunts us all, yet often goes unspoken. That’s why in this week’s episode, I’m treading into the topic of legacy and the stories we leave behind. Join me ...
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16:59
Keep Calm and Trust Your Investment Plan
Are you feeling uneasy with the recent stock market selloff? You're certainly not alone. After a surprisingly robust start to the year, the latest downturn can feel all too familiar, mirroring the intense market swings...
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16:48
Think Twice Before Cashing that “Free Money” Check
Have you ever experienced the fleeting thrill of spending a windfall only to face regret once the excitement fades? You're not alone. Many of us have felt the sting of impulsive spending after receiving unexpected sums...
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12:38
Tax Mistakes are Costly, Precision is Priceless
Ever been hit with the shock of realizing you made a costly mistake on your tax return?You wouldn’t be the first.In fact, the IRS flagged nearly 17 million mathematical errors on 2022's tax returns. But the errors weren’t ...
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10:15
How to Gain Control of Your Cash Flows Once and For All
Ever find yourself stretched thin between paychecks or grappling with the anxiety of unexpected expenses? You're not alone. In this episode, we're unraveling the complexities of cash flow management and its...
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18:09
Is Your Employer’s Stock a Long-Term Bet or Short-Term Sell?
In this episode we’ll cover the nitty-gritty of what your employer’s stock really means for you. Are you sitting on a goldmine, or is it time to cash out? Whether you’re building wealth for the next generation, eyeing that sweet sp...
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22:32
Boost Your Wealth: Become a Tax-Efficient Investor
"Taxes are the price we pay for a civilized society."This often repeated quote is carved into the entrance of the IRS's national headquarters building in Washington, D.C.And it serves as a reminder that we all need to pay our ...
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13:55
Family Wealth Planning: An Approach to Financial Peace
Some say that the family that plays together stays together.And the simple reason this saying holds true is because unstructured time well-spent together creates stronger social and emotional ties within the family unit.You're...
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10:27
Creating a Multi-Generational Impact with Educational Trusts
Is educating your children, grandchildren, or other important individuals in your life a priority?Well, for many of us, the answer might be a resounding "yes."And so, you've likely thought of ways to support the learning e...
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10:12
Tax Season Triumph: Proactive Planning for Prosperous Families
Tax season is now well underway, and most returns are due by April 15.Are you ready?Well, if you struggle with getting your returns filed, or simply don't know where to start, then we've got you covered this year.Th...
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12:50
3 Ways to Ensure You’re Saving Enough for Retirement
Am I saving enough for retirement?Now, no matter where you are in your savings journey, the answer to this question is crucial to securing your long-term financial independence and legacy-building goals.The trouble is that...
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15:09
We've Moved: FI Mastery is Now Gen One Legacy
In this landmark episode of Gen One Legacy, formerly known as The FI Mastery Podcast, host Peter Donisanu unveils a transformative shift in the podcast’s mission and name to more accurately reflect its renewed vision. Today, we're embark...
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3:38
Equity Comp: Mastering the Basics of Vesting, Taxes and Risks
Stock-based compensation can transform your life when it’s managed wisely.Indeed, if you're a tech professional, then you likely know how receiving stock awards isn't just a perk, it's your gateway to building generational wealth and sec...
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16:20