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What if personal finance wasn’t just about saving more or investing better—but about designing a life that feels meaningful, intentional, and aligned with your values?
In this episode of Supra Insider, Marc and Ben sit down with Zach Teutsch, founder of Values Added Financial, to explore a radically human approach to wealth management. Instead of fixating solely on net worth, Zach helps high earners and tech professionals reframe their relationship with money, starting with life satisfaction and working backwards from there.
They dive into the core questions that drive meaningful financial management, from how to balance ambition and family, to navigating equity compensation, sabbaticals, early-stage investing, and building a diversified “life portfolio.” Zach also shares tactical frameworks for spiky income years, Roth conversions, QSBS tax planning, and setting up estate plans that reflect your real priorities.
Whether you're in tech, product leadership, or just rethinking how you manage money, this conversation will shift how you think about personal finance—from accumulation to alignment.
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In this episode, we covered the following topics:
* (01:28) Why Zach’s framework for “values-aligned wealth” stood out from traditional financial advice
* (08:15) How fulfillment shows up through service, presence, relationships, and being “diversified” in life
* (17:11) The 3 life planning questions Zach asks every client—and how they unlock clarity
* (26:24) Why taking action now beats waiting for a million-dollar bank balance
* (33:42) Creating habits and systems to align your calendar with your values
* (41:12) Tactical financial “hacks” for tech folks: spiky income, Roth conversions, QSBS, and estate planning
* (49:03) What kind of professionals you really need in your corner as your wealth grows
* (56:30) Why everyone needs an estate plan—even if you don’t think you’re “rich enough” yet
* (1:07:50) Why the best advisors act more like therapists: it's not just finance, it's life design
* And more!
Links:
* Zach Teutsch: https://www.linkedin.com/in/zach-teutsch/
* Zach’s Email: zach@valuesadded.com
* Zach on Bluesky: https://bsky.app/profile/zteutsch.bsky.social
* Marc: https://www.linkedin.com/in/marcbaselga/
* Ben: https://www.linkedin.com/in/benerez/
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* Preparing for Meta-style PM interviews? Ben's course for Product Sense and Analytical Thinking PM interviews has been selected by Lenny Rachitsky as a Top Course in Product on Maven 🔥. While the next cohort won’t be until mid-October, his popular AI Copilot for interview practice is available here, where you can also see a live demo.
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