Podcast Feature — Beers with Engineers Podcast

Engineering Your Finances

I joined host Bert Uschold for a casual, engineer-to-engineer conversation about what "cautiously optimistic" investing actually looks like—especially right now, when AI hype has a lot of smart people taking on more risk than they realize.

If you've ever told yourself it's "not the right time" to diversify, we dig into why that reasoning might be more emotional than logical (and why being great at logic makes it worse, not better). We also talk about the long game—financial mastery is a lot like my experience with jiu-jitsu: eight years in and I still feel like a beginner.

🎧 Listen here

Podcast Feature — The IDEAL Investor Show

Leverage, Risk, and Why the "Aggressive"

Investors Are Usually the First to Panic

A lot of my tech clients think they're aggressive investors. They tell me they're comfortable with risk. Then the market drops 10% and they're the first ones calling me.

In this conversation with Dr. Axel Meierhoefer on The IDEAL Investor Show, we dig into what risk actually means—especially when leverage is involved. Axel comes from a real estate background, so we get into the math: if you put 10% down on a property and it drops 10%, you've lost everything on paper. That's fine if you understand it going in and can stick with it. But most people don't think through that scenario until they're living it.

We also get into the mega backdoor Roth strategy and why it matters for high-income tech professionals. And I explain why risk is so important, and that if you can't quantify the risk of something, it shouldn't be in the portfolio.

🎧 Listen here

Podcast Feature — The Aligned Money Show 

Why the smartest people make the

dumbest financial decisions—and how to fix it.

Key Topics Covered:

  • The paradox of analytical minds: Why engineers are MORE emotional about money than everyone else (and don't realize it)
  • The concentration risk trap: Real stories of tech millionaires with 50% net worth in company stock who can rationalize anything
  • From laid off to financial advisor: How getting laid off from Agilent Technologies two days after buying a first house led me to crack the code on tech wealth
  • Investing vs. gambling: The one question that separates the two in 5 seconds
  • Stress-testing your finances: Why engineers who challenge their advisors make the BEST clients, not the worst
  • The disposition effect: The behavioral bias keeping smart people from diversifying (and how to break through it)

 

Listen to discover why "I don't make emotional decisions"
is exactly what makes emotions control you
more than anyone else.

🎧  Listen here

Podcast Feature - The Influential Advisor Podcast

 

I discuss the unique financial challenges facing tech professionals and why traditional wealth management advice falls short for engineers and executives in Silicon Valley.

 

Key Topics Covered:

  • From engineer to financial advisor: How getting laid off led to my career helping tech professionals avoid costly mistakes
  • Workplace benefits optimization: Mega Backdoor Roth and HSA strategies most advisors miss
  • Why tech professionals make emotional money decisions despite their analytical nature
  • The concentration risk problem: Real stories of clients who delayed retirement by holding too much company stock
  • Age discrimination in tech: Planning for financial independence by 55 isn't optional
  • Tax planning for high earners: Strategies to manage California's 50%+ tax rates

Listen to learn how systematic financial planning can help tech professionals build lasting wealth in an industry that favors youth.

 

🎧️  Listen here

 

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Stanley C. Leong

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