From Stock Options to Generational Wealth

23 Jul 2025 • 36 min • EN
36 min
00:00
36:31
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Join Divya Parekh for a practical, eye-opening conversation with Joshua Stubbolo, CFP®, Managing Partner at Family Legacy Financial Solutions. With deep expertise in guiding tech professionals through stock options, equity strategies, and generational wealth planning, Joshua shares how to move beyond financial confusion to clarity and confidence. Discover why a family-office mindset matters, the biggest mistakes tech leaders make when managing their wealth, and how to create a plan. Beyond Confidence is broadcast live Tuesdays at 10AM ET on W4WN Radio - Women 4 Women Network (www.w4wn.com) part of Talk 4 Radio (www.talk4radio.com) on the Talk 4 Media Network (www.talk4media.com). Beyond Confidence TV Show is viewed on Talk 4 TV (www.talk4tv.com). Beyond Confidence Podcast is also available on Talk 4 Media (www.talk4media.com), Talk 4 Podcasting (www.talk4podcasting.com), iHeartRadio, Amazon Music, Pandora, Spotify, Audible, and over 100 other podcast outlets. Become a supporter of this podcast: https://www.spreaker.com/podcast/beyond-confidence--1885197/support.

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