Episode Summary: A tech professional in her 50s had everything planned—enough saved to retire at 55. Just one problem: 80% of her net worth was company stock. Stanley Leong warned her to diversify. She agreed but couldn't bring herself to sell, feeling it would betray the company that made her successful. Then 2008 hit. The stock crashed. Her retirement at 55 vanished—she worked another decade to rebuild.
Stanley, a former engineer who survived the 2002 tech crash, now helps tech professionals avoid this exact mistake. After 20 years managing tech wealth, he reveals why brilliant engineers fail at one critical decision: when to sell company stock.
About Stanley Leong: Former IBM and Agilent Technologies engineer turned wealth advisor with 20+ years specializing in tech professionals. After experiencing the 2002 tech bubble firsthand, Stanley transitioned to financial services to help others navigate the unique challenges of tech compensation. Author of "Engineering Your Finances" and expert in RSU diversification, mega backdoor Roth strategies, and tech industry retirement planning.
Critical Insights:
"Don't fear capital gains. Capital gains means you made money. You want to pay more capital gains than anyone—that means you made more money."
"I work with you to avoid that one big mistake." "What mistake?" "I don't know, but it's out there."
"The moment I could walk away, work became enjoyable." —Client who achieved financial independence
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