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Posted on March 24, 2025 by Dan Pascone
Start Smart, Stop Sabotage: The 2025 Wealth-Building Playbook
To strengthen your financial position this year, it’s essential to refine your strategy. For high earners, business leaders, and growth-focused professionals, adopting smart habits and dropping detrimental ones can have a massive impact on your long-term wealth. Here are the key financial actions to start—and stop—to secure your financial future. ✅ Financial Moves to Start […]
Posted on March 21, 2025 by Dan Pascone
Smarter Prompts, Smarter Money: How ChatGPT and AI Can Assist Your Finances
How to Let AI Handle the Heavy Lifting (But Not the Big Decisions) How ChatGPT Can Revolutionize Your Personal Finance and Investing One of the most significant technological advancements of 2024 has been the rise of consumer AI, including tools like ChatGPT, Claude, and other large language models (LLMs). These tools offer powerful capabilities for […]
Posted on March 11, 2025 by Dan Pascone
Financial Planning for Go to Market Leaders and Sales Professionals
The financial lives of high earners like GTM leaders are a reflection of our professional ones– high-stakes, intricate, and full of potential. It’s not unusual for an exceptionally talented sales leader in the right company in the right industry to make enough money to retire for life in less than five years. But, equity is […]
Posted on March 7, 2025 by Dan Pascone
Finding a Financial Planner Who Saves and Makes You More Than They Cost
Juggling a six-figure salary, stock options, and the tax implications of higher income brackets can make financial planning stressful and risky, which is why many high-earners seek out financial planners. However, finding the right man or woman for the job can also add to the stress– how do you simply trust someone to handle your […]
Posted on March 4, 2025 by Dan Pascone
Life After the Big Payout: Wealth Preservation and Growth Strategies
You’ve “Made It”—Now What? The ink is dry, the deal has closed, and your bank account has taken a monumental leap. After years of working tirelessly to grow your company—or finally cashing out on years of stock options—you’ve reached the financial milestone you once only dreamed of. Many describe a sudden influx of cash as […]
Posted on October 28, 2024 by Dan Pascone
Play Defense, Build Legacy: Wealth Protection Strategies for High Earners
Building wealth is only half the battle in high-net-worth financial planning. You can build the largest, most elaborate sandcastle, but one good wave—or a menace with a stick—can knock it all down if you aren’t prepared. Safeguarding your wealth through thoughtful risk management and estate planning is just as essential. It’s one of those things […]
Posted on October 13, 2024 by Dan Pascone
Mastering Cash Flow Management & Expense Planning: A Guide to Long-Term Wealth
You may have noticed that regardless of how much you earn, the thoughts and concerns of “what if I go broke” don’t completely disappear. This usually comes down to your relationship with money earned rather than simply focusing on how to earn more. Cash flow management isn’t just about keeping the lights on—it’s about maintaining the delicate […]
Posted on October 9, 2024 by Dan Pascone
Structuring a Comprehensive Financial Plan for High Earners: A 4-Part Series
In the words of personal finance celebrity Dave Ramsey: “You must gain control over your money, or the lack of it will forever control you.” Creating a solid financial plan is more than just a spreadsheet exercise—it’s a strategic roadmap that directs how your wealth grows, is preserved, and, eventually, how it supports your life’s ambitions. […]
Posted on September 30, 2024 by Dan Pascone
Smart Tech, Smarter Money: Using Personal Finance AI to Optimize Your Finances
Artificial Intelligence (AI) is far from the buzzword it was just a few years ago. It’s changing how we get stuff done, plan events, communicate, and, perhaps most interesting of all, for the financially savvy, manage our money. AI can be a lethal tool when paired with automation. From automating mundane tasks to providing personalized […]
Posted on September 16, 2024 by Dan Pascone
Why Trusts Are No Longer Just for the Ultra- Wealthy: A Practical Guide to Protecting Your Assets and Avoiding Probate
If you didn’t grow up in a family with a private jet and a nameplate estate, chances are you’ve heard of trusts but have never given them much thought. Trusts tend to carry an air of exclusivity—something only the ultra-wealthy need to worry about, right? Not so fast. While trusts are often associated with billionaires […]