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Most executives have a promotion plan, a compensation plan, and a stock plan. But almost none have a 10‑year life plan. And that’s the biggest mistake executives make in their 40s. In this video, Dan Pascone breaks down why the “work hard now, figure out life later” strategy quietly closes doors, tax opportunities, equity timing, career flexibility, and how to replace it with a clear, numbers‑based 10‑year plan that turns income, equity, and taxes into real freedom and purpose. This isn’t about retiring early. It’s about making work optional, intentional, and aligned with the life you actually want. ⏱️ Chapter Timestamps 00:00 The dangerous pattern: “Work hard now, figure out life later” 01:05 More Work Than Life vs. Work = Purpose 02:30 What a real 10‑year plan actually includes 05:00 The 5P Framework for designing your next decade 07:30 Case study: A 47‑year‑old executive redesigns his future 09:00 Pro‑level insights most executives miss 10:00 Summary + how to build your own 10‑year plan 🧠 What You’ll Learn in This Video Why your 40s are the most important decade for financial and life design How equity compensation should fund freedom, not just net worth Why tax planning is a purpose enabler, not a compliance chore How to shift from “grind until retirement” to work on your terms The 5‑pillar framework executives use to design a meaningful decade How a quarterly decision rhythm beats perfect long‑term predictions 👔 Who This Is For Executives and senior leaders in their peak earning years Professionals with RSUs, options, bonuses, or complex compensation High earners who feel successful on paper, but unclear about what’s next Anyone who wants to stop deferring life and start designing it 🚀 Ready to Design Your Next 10 Years? If you want clarity on how your income, equity, and tax strategy can fund the decade you actually want, not just a retirement date, book an exploratory strategy call. 👉 Book your call here: 🔗 https://yourtailoredwealth.com No contracts. No pressure. Just clarity. 📬 Want More Executive‑Level Insights? Subscribe to the Making Sense of Your Money newsletter for weekly guidance on: Equity compensation strategies Tax planning for high earners Retirement and career transition planning Building a purposeful, work‑optional life 🔗 https://makingsenseofyourmoney.com 🔔 Subscribe now for weekly tips, strategies, and expert advice to help you thrive! Your life. Your money. Your future. All tailored to you. Prioritize Your Version of a Rich Life.