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Gen One Legacy

Peter Donisanu

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
Keep Calm and Trust Your Investment PlanApril 25, 2024
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Think Twice Before Cashing that “Free Money” CheckApril 18, 2024
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Tax Mistakes are Costly, Precision is PricelessApril 10, 2024
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How to Gain Control of Your Cash Flows Once and For AllApril 04, 2024
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Is Your Employer’s Stock a Long-Term Bet or Short-Term Sell?March 28, 2024
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Boost Your Wealth: Become a Tax-Efficient InvestorMarch 14, 2024
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Family Wealth Planning: An Approach to Financial PeaceMarch 07, 2024
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Creating a Multi-Generational Impact with Educational TrustsFebruary 29, 2024
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Tax Season Triumph: Proactive Planning for Prosperous FamiliesFebruary 22, 2024
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3 Ways to Ensure You’re Saving Enough for RetirementFebruary 15, 2024
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We've Moved: FI Mastery is Now Gen One LegacyFebruary 14, 2024
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Equity Comp: Mastering the Basics of Vesting, Taxes and RisksFebruary 08, 2024
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Taxes: What Inflation, Gridlock and Sunsets Mean to Your MoneyFebruary 01, 2024
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Startup Success: 3 Ways to Master the Basics Before LaunchJanuary 25, 2024
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3 Ways a Family Charter Can Help Support Your LegacyJanuary 18, 2024
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2024 Economic Outlook: Why Forecasts Still MatterJanuary 11, 2024
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Embracing the Journey: How Small Steps Can Define Your Life's WorkJanuary 04, 2024
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Focus on Basics to Create Resolutions that StickDecember 28, 2023
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Give Your Family the Gift of Knowledge this Holiday SeasonDecember 21, 2023
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Investing in 2024: Understand Your Risk Tolerance to Navigate Uncertainty with ConfidenceDecember 14, 2023
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Gifting to Service Providers, Colleagues & CharityDecember 07, 2023
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10 Year-end Planning Tips for High EarnersNovember 30, 2023
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Three Things I'm Grateful for this Holiday SeasonNovember 23, 2023
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Is it Time to Rethink Your Emergency Fund?November 16, 2023
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How to Use a Giving Strategy to Help Causes You Care AboutNovember 09, 2023
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