Get Smarter About Wealth While You Work Out

The Startup Wealth podcast is for people who work in startups or in companies with a startup attitude. We talk about soaring successes, famous fails, insider insights, and smart financial advice.

The Startup Wealth Podcast

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.

Episodes

Taking Risks and Making an Impact with Israeli VC Barak Rabinowitz

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.

Negotiating for a “Second Bite of the Apple” with Founder Steve Datnow

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....

Luck, Probability & Decision Trees: VC and Entrepreneur Peter Herz

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.

Breaking the Media Glass Ceiling with Robin Wolaner

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...

Ex-Tesla Attorney Mark Cameron White Shares Startup Tips

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....

Serial Entrepreneur and Angel Investor Paul Allen on Resilience

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.

CPA Roy Bukstein on Oracle, Family Finances, and Why “Turnover Will Kill You”

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,...

Wealth Management Icon Tim Kochis on Business Succession

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...

Shopify CTO Allan Leinwand on Scaling Your Company Post-Liquidity

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...

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...

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Copyright © 2014-2024 JLFranklin Wealth Planning. All Rights Reserved.

Helpful Graphics

These handy graphics are designed for entrepreneurs and individuals working in tech.

The Entrepreneur’s Wheel of Life

The Four Phases of Startup Life

The BE WISE Planning Strategy

Decision Tree for Stock Sale

Enjoy life. Plan wisely.^®

LOCATIONS

Marin|San Francisco|Silicon Valley

Enjoy life. Plan wisely.^®

LOCATIONS

Marin|San Francisco|Silicon Valley

©2024 JLFranklin Wealth Planning