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Startup Wealth is a podcast for people who work in startups — or in companies with a startup attitude.
We explore financial success and lessons learned on the journey to long-term security. Every episode offers insights and advice about making smart financial decisions, as well as strategies for protecting and preserving wealth. Guests include seasoned executives and advisors who share insider takes on entrepreneurship and what it’s really like working in a fast-growing tech company.
CPA and Certified Financial Planner Joyce Franklin is your host. For more than 25 years, she’s helped people in the tech community successfully navigate the tradeoffs that come with being part of a thriving organization. Through this lens, Joyce guides guests in discussions of the challenges and opportunities that arise before, during, and after an IPO or liquidity event.
We explore financial success and lessons learned on the journey to long-term security. Every episode offers insights and advice about making smart financial decisions, as well as strategies for protecting and preserving wealth. Guests include seasoned executives and advisors who share insider takes on entrepreneurship and what it’s really like working in a fast-growing tech company.
CPA and Certified Financial Planner Joyce Franklin is your host. For more than 25 years, she’s helped people in the tech community successfully navigate the tradeoffs that come with being part of a thriving organization. Through this lens, Joyce guides guests in discussions of the challenges and opportunities that arise before, during, and after an IPO or liquidity event.
Frecuencia de actualización:
every 11 days
Duración media del audio:
29 minutes
Inglés
Estados Unidos
10 episodios
desde 4 de noviembre de 2021
episodic
ÚLTIMO EPISODIO 🔗
Barak Rabinowitz has developed his expertise on three continents: First as a young man on Wall Street, then as a startup founder in London, and now as co-founder of F2 Capital, a venture capital firm in Tel Aviv. Rounding out Barak’s experience is the time he served in an infantry paratroop brigade…
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EPISODIOS ANTERIORES 🔗
Steve Datnow is a San Francisco Bay Area engineer and entrepreneur. He has been involved in five liquidity events, first as a startup employee, and most recently as a founder. He grew his most-recently acquired company, human resources software maker OrgChart5 Inc., from zero to 1,500 customers by …
Peter Herz is a serial entrepreneur turned venture capitalist. Currently, he is general partner of 1st Course Capital, a VC firm focused on early-stage food and agricultural companies. When Peter faces tough decisions—like selling a concentrated stock position, considering investments, or choo…
Robin Wolaner has achieved many career milestones: At 27, she was the youngest publisher of a national magazine; in 1986, she launched Parenting in a $5 million joint venture with Time Inc.; 6 years later, she became the company’s first divisional CEO to get pregnant; and during the dot-c…
Did you know that Elon Musk is not a founder of Tesla? That honor belongs to Martin Eberhard and Marc Tarpenning, longtime clients of our guest, attorney Mark Cameron White.
White shares stories and wisdom from decades of practicing law in Silicon Valley and around the world. He talks about the imp…
Joyce interviews serial startup founder and Nextbite President Paul Allen, who started seven companies, four of which had liquidity events. He shares what he’s learned about resilience from all points in the startup lifecycle as an entrepreneur, mentor, and early angel investor.
Paul Allen has been…
Stock option tax guru Roy Bukstein was the first CFO of Oracle. After the IPO, he left to start a CPA firm where he advised Marc Benioff and Larry Ellison, among others. On this episode, he shares stories from his decades in Silicon Valley along with tax planning strategies you can use, too.
Roy Bu…
Lots of startups are identified with their founders, and vice versa. But to truly thrive, companies need a plan for the unexpected—and the eventual expected—departure of the founder. In this episode, Joyce Franklin talks with wealth management industry icon Tim Kochis about succession planning for …
Shopify CTO Allan Leinwand is a serial startup executive who has worked at many fast-growing tech companies, including Slack, Zynga, ServiceNow, and Cisco Systems.
On the series premiere of Startup Wealth, he shares his unique and successful approach to selling stock after a liquidity event, how he…
Starting or joining a brand-new company is one of the most exciting things you can do in business. It’s also one of the scariest. The Startup Wealth podcast is here to guide you. Each week, CPA and Certified Financial Planner Joyce Franklin talks to an expert guest about financial success and lesso…
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