Gen One Legacy Podcast
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.
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Recent Episodes
Keep Calm and Trust Your Investment Plan
April 25, 2024
Think Twice Before Cashing that “Free Money” Check
April 18, 2024
Tax Mistakes are Costly, Precision is Priceless
April 10, 2024
Creating a Multi-Generational Impact with Educational Trusts
February 29, 2024
Tax Season Triumph: Proactive Planning for Prosperous Families
February 22, 2024
3 Ways to Ensure You’re Saving Enough for Retirement
February 15, 2024
We’ve Moved: The FI Mastery Podcast is Now Gen One Legacy
February 13, 2024