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090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong
Manage episode 506546682 series 3479584
Content provided by Paul G. McManus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul G. McManus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Episode Summary: A tech professional in her 50s had everything planned—enough saved to retire at 55. Just one problem: 80% of her net worth was company stock. Stanley Leong warned her to diversify. She agreed but couldn't bring herself to sell, feeling it would betray the company that made her successful. Then 2008 hit. The stock crashed. Her retirement at 55 vanished—she worked another decade to rebuild.
Stanley, a former engineer who survived the 2002 tech crash, now helps tech professionals avoid this exact mistake. After 20 years managing tech wealth, he reveals why brilliant engineers fail at one critical decision: when to sell company stock.
About Stanley Leong: Former IBM and Agilent Technologies engineer turned wealth advisor with 20+ years specializing in tech professionals. After experiencing the 2002 tech bubble firsthand, Stanley transitioned to financial services to help others navigate the unique challenges of tech compensation. Author of "Engineering Your Finances" and expert in RSU diversification, mega backdoor Roth strategies, and tech industry retirement planning.
Critical Insights:
"Don't fear capital gains. Capital gains means you made money. You want to pay more capital gains than anyone—that means you made more money."
"I work with you to avoid that one big mistake." "What mistake?" "I don't know, but it's out there."
"The moment I could walk away, work became enjoyable." —Client who achieved financial independence
Chapters
1. 090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong (00:00:00)
2. From Tech Success to Financial Crisis (00:00:27)
3. Stanley's Journey from Engineer to Advisor (00:01:18)
4. Engineering Your Finances: Purpose of the Book (00:05:32)
5. Emotional Money Decisions for Tech Professionals (00:08:05)
6. Common Mistakes with Company Stock (00:10:51)
7. Tax-Efficient Workplace Benefits Strategies (00:14:09)
8. Avoiding the Retirement Tax Time Bomb (00:20:11)
9. Financial Independence for Tech Professionals (00:26:02)
10. Motivation and Planning for Your Future (00:33:21)
93 episodes
Share
Manage episode 506546682 series 3479584
Content provided by Paul G. McManus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul G. McManus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Episode Summary: A tech professional in her 50s had everything planned—enough saved to retire at 55. Just one problem: 80% of her net worth was company stock. Stanley Leong warned her to diversify. She agreed but couldn't bring herself to sell, feeling it would betray the company that made her successful. Then 2008 hit. The stock crashed. Her retirement at 55 vanished—she worked another decade to rebuild.
Stanley, a former engineer who survived the 2002 tech crash, now helps tech professionals avoid this exact mistake. After 20 years managing tech wealth, he reveals why brilliant engineers fail at one critical decision: when to sell company stock.
About Stanley Leong: Former IBM and Agilent Technologies engineer turned wealth advisor with 20+ years specializing in tech professionals. After experiencing the 2002 tech bubble firsthand, Stanley transitioned to financial services to help others navigate the unique challenges of tech compensation. Author of "Engineering Your Finances" and expert in RSU diversification, mega backdoor Roth strategies, and tech industry retirement planning.
Critical Insights:
"Don't fear capital gains. Capital gains means you made money. You want to pay more capital gains than anyone—that means you made more money."
"I work with you to avoid that one big mistake." "What mistake?" "I don't know, but it's out there."
"The moment I could walk away, work became enjoyable." —Client who achieved financial independence
Chapters
1. 090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong (00:00:00)
2. From Tech Success to Financial Crisis (00:00:27)
3. Stanley's Journey from Engineer to Advisor (00:01:18)
4. Engineering Your Finances: Purpose of the Book (00:05:32)
5. Emotional Money Decisions for Tech Professionals (00:08:05)
6. Common Mistakes with Company Stock (00:10:51)
7. Tax-Efficient Workplace Benefits Strategies (00:14:09)
8. Avoiding the Retirement Tax Time Bomb (00:20:11)
9. Financial Independence for Tech Professionals (00:26:02)
10. Motivation and Planning for Your Future (00:33:21)
93 episodes
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Similar to The Influential Advisor
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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continue reading
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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continue reading
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1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
9k279
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
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continue reading
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