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
What Really Drives the Value of Your Employer’s Stock?
What really drives the value of your employer's stock? Well, if you hold your employer's stock in your 401k or through your equity award, then you might be interested in learning how your own insider perspective can help you understand what can cause your company's stock to move up or down over time.
That's because, in this week's podcast, we'll discuss the key factors that may influence your company's value and, ultimately, how it may affect your retirement nest egg and overall net worth. You'll learn the significance of understanding your company's leadership, vision, and values and how staying engaged in internal meetings and discussions can help you gain insights into your firm's changing value.
We'll also touch upon the external factors that can impact the competitive landscape and your firm's value and how grasping the needs of your company's largest clients and target market can offer valuable insights to gauge its financial stability and growth prospects.
Additionally, we'll walk you through the process of analyzing your company's financials, covering aspects such as corporate earnings, revenue growth, and profitability. Discover where to access crucial financial information, whether your company is publicly traded or privately held. We'll also explain the importance of third-party analyst evaluations in understanding your company's financial performance and growth prospects.
If you're keen on expanding your knowledge of factors affecting your company's position in the market and, ultimately, the value of your firm's stock, continue listening to this episode to explore these essential topics further.
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