Gen One Legacy

Business & Economics Podcasts

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...

Episodes

Concentration Builds Wealth, Diversification Preserves It

How to Setup an Estate Plan if You’ve Never Put One Together Before

Stop Wasting Your Policy Premium: The Smart Way to Buy Insurance Protection

How to Avoid the Temptation to Show the World that You’ve Made It

Roth IRA: How to Avoid Too Much of a Good Thing

Cash Management: It’s Not Just About Emergencies, It’s About Freedom

Saving for College: Be Prepared, So You Kids Can Be Spared

There’s No Such Thing as an Investing Magic Pill

How to Buy Back Your Time without the Regret

Don’t Live with the Regret of Holding Concentrated Company Stock

If You Don’t Write Your Story, Someone Else Will

Keep Calm and Trust Your Investment Plan

Think Twice Before Cashing that “Free Money” Check

Tax Mistakes are Costly, Precision is Priceless

How to Gain Control of Your Cash Flows Once and For All

Is Your Employer’s Stock a Long-Term Bet or Short-Term Sell?

Boost Your Wealth: Become a Tax-Efficient Investor

Family Wealth Planning: An Approach to Financial Peace

Creating a Multi-Generational Impact with Educational Trusts

Tax Season Triumph: Proactive Planning for Prosperous Families