In today’s 164th episode of Speaking of Start-Ups, we veer off the traditional path of interviewing founders and talk to one of the professionals that supports them on their quest to glory through financial literacy.
Russell Kroeger is a partner at Upstart Wealth Management, and founder at Trayecto, a platform to help/educate other advisors of the complex financial world surrounding founders, their employees, and the decisions made that impact all of them.
This is one of the most technical episodes we’ve had to date, but definitely worth the listen for those interested in broadening their understanding of equity compensation.
Key takeaways from episode 164:
How the start-up space differs from a financial planning perspective
Educating founders and their key employees along the way
Building the framework to explain the complications of equity compensation
The psychological impact of mismanaging money and making prudent financial decisions
How to structure and manage equity from a founder’s perspective and the employees
What is a venture capitalist for people?
How facilitating self-discovery pays off financially
Why good questions help create a road map for success
How to find the right financial planner/partner for your journey
Get your pen and paper ready to take notes for this highly informative episode.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
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