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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…
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 …
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…

Trailer: What is Startup Wealth?

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…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Joyce Franklin, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.