EP 101 What Tech Professionals Get Wrong About Equity & Wealth with Jackie Lewis and Ryan Goldenhar, Wealth With Options

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I’m joined by Ryan Goldenhar and Jackie Lewis, the powerhouse duo behind Wealth with Options, a San Diego–based firm helping tech professionals make sense of equity compensation, major liquidity events, and the emotional decisions that come with sudden or complex wealth.

Ryan and Jackie bring a rare combination of technical rigor and humanity to financial planning—meeting clients not just where the numbers are, but where their values, fears, ambitions, and life transitions live.

Together, we unpack what equity compensation really means, why money decisions are never “just spreadsheets,” and how true wealth is ultimately about freedom, clarity, and choice.

This conversation is especially relevant for tech executives navigating RSUs, ISOs, IPOs, job transitions, or the question many silently ask: “What is all this money actually for?”

Important Disclosures:
Jackie Lewis and Ryan Goldenhar offer investment advisory services through Mariner Platform Solutions, LLC (“MPS”), an SEC-registered investment adviser. Wealth With Options and MPS are separate, unaffiliated entities. For additional information about MPS, including fees and services, please refer to Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

This podcast episode includes statements by Tina Powell of Intention.ly. Intention.ly is a marketing firm that is compensated by Wealth With Options to provide marketing and related services. This compensation creates a conflict of interest, as Intention.ly has a financial incentive to promote Wealth With Options and its services. Statements made by Intention.ly should not be construed as independent or unbiased. This endorsement is not a guarantee of future results or client experience.

Discussion of careers in technology companies and equity-based compensation, including stock options, is provided for general informational purposes only. Stock options and other forms of equity compensation do not guarantee wealth creation. Outcomes vary significantly based on company performance, market conditions, vesting terms, concentration risk, tax considerations, and individual circumstances.

Any examples or scenarios discussed are illustrative only and should not be interpreted as indicative of typical or expected results. Nothing discussed should be construed as individualized investment, tax, legal, or employment advice, or as a recommendation to pursue any particular employment or compensation structure. Any opinions expressed herein are subject to change without notice.

There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk

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