Our Webinars

Working in VC, you may make millions next year -- or maybe in three years, or maybe not. You take high-risk gambles with other people's money, and then come home to more mundane considerations. And you probably needed to start thinking about taxes... yesterday?

We’ll review not only of some of the tactical considerations for creating and guarding your personal wealth while building a career in VC, but also for some of the paradigms and priorities you can bring to an exciting and uncommon path.

As an angel investor, you invest in learning about due diligence, evaluating founders, sizing markets and staying on top of liquidity preferences – but what about the rest of your financial life? What are the milestones you should hit for retirement, insurance and end-of-life? And how does an angel investing portfolio affect your broader investment picture? 

Let us look over your shoulder. We’ll cover the basics you could be missing across cash, investing, taxes, insurance and end-of-life organization. 

You’ve saved your emergency fund (and then some), you don't think about your student loans anymore, and you're maxing out your 401(k). And you may actually have too much cash, crazy.

So what’s next? Join RightWise Wealth for a lively discussion about how you can take your financial goals to the next level through investing, insurance, and more.

Did you know that financial planners’ ears perk up when they hear that someone is experiencing a low-income year? Whether you are starting a business, enjoying a sabbatical or between jobs after a layoff, a low-income year, low-income years open up unique tax and investing opportunities that can build long-term wealth even as a person experiences a temporary dip in salary. 

Understand exactly why people complain about the “People’s Republic of California” — and how you can counter with some actual personal finance advantages of life in California. 

We’ll cover taxes (income taxes, capital gains, QSBS), home insurance, investing (including tax quirks for 529 education withdrawals) – and how you can think strategically about these factors in your life. 

As a parent, what are the money moves that provide for your own and your children’s financial needs, and protect the new layers of risk that exist in your life? We’ll cover:
• Saving for college and saving for retirement, at the same time
• Updating your insurance (and not get scammed in the process)
• Preparing the documents that would protect your family if something happened to you (or both of you) 

Marriage! It’s an exciting and complex

We can’t help you plan your wedding (though chocolate cake sounds fine?) but we can help you understand the financial implications of The Biggest Decision of Your Life. 

We’ll start with education and then move into action items across prenups, joint and separate assets, and how filing your taxes changes when you get married. Our goal is that you’ll walk away understanding the financial implications of walking down the aisle. 

Your mom breezily waves away any questions: “Oh, we’re fine, now don’t you worry.” But God forbid, if there was a stroke or heart attack tomorrow, what would you do then? And what should you do now?

Our compassionate, tactical discussion covers not only the specific items you should discuss with your parents (including downloadable checklists!) but also actionable coaching for broaching and pushing these emotional conversations.