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
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 just about owing more; many were about missing out. Imagine being one of the 1.5 million taxpayers who left a collective $1.5 billion unclaimed.
In this episode, we're not just talking numbers; we're diving into real stories of missed opportunities and unexpected tax bills that could have been avoided.
But here's the good news: with attention to detail and a mindful approach, many of these errors are preventable.
As we edge closer to the April 15 deadline, you’ll receive indispensable advice on ensuring your tax documents are in order, spotting potential pitfalls before they become problems, and ultimately, safeguarding your financial well-being.
Read this article at https://legacygenone.franklinmadisonadvisors.com/tax-mistakes-are-costly-precision-is-priceless/
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