Techie Personal Finance Bootcamp - podcast cover

Techie Personal Finance Bootcamp

Lucas Casarez CFP®www.levelupfinancialplanning.com
I help tech employees use their finances to create the life of their dreams by helping you take your financial confidence to the next level!Are you a tech employee who wants to learn how to better manage your finances?Working in tech you may experience extreme pay increases, which may allow you the ability to accomplish goals you've only dreamed of. However, if mismanaged, you can also find yourself stressed out and under pressure to increase your income in order to fit your lifestyle.The good news, is through education and a little bit of determination, you have the power to control your future and create your best life.Not only will we cover basic personal finance concepts, but we'll dive deep into tech specific benefits and issues that I regularly help my clients build strategies to maximize. (Examples: working for start ups, restricted stock units, stock options, and layoffs) Also, on a regular basis, I will have special guests that will highlight their stories with unique stories about their tech experiences.
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Episodes

Early Retirement as a Working Parent w/Kathy Haselmaier

Guest, Kathy Haselmaier shares so many great perspectives on her career and raising children. Here are a few of the topics covered: Tech Layoffs Empowerment of knowing your financial situation Responsibility is our own when it comes to retirement Importance of communication with significant other Balancing new parenthood and careers Knowing what you value and what you don't Learning from mistakes/financial scares Independent adult children If you want to learn more about Kathy or Working Parent ...

Jun 20, 201951 minSeason 1Ep. 5

How to Be a Baller on a Budget

Most Americans are spending way more than they should just to keep up with their friends and family. This causes their finances to be out of line with what truly is important to them. If this rings true for you, I want to suggest a few ways that you can cut back on spending, but still feel like a baller. I broke out the strategies by difficulty level so it’s easy for you to dive in where you feel comfortable. I apologize in advance, most of these involve food. Easy Share Meals Skip the Extras Co...

Jun 09, 201939 minSeason 1Ep. 4

Why Does Money Matter?

An intro to personal finance: Money impacts every aspect of your life, if you want to acknowledge it or not. We will cover why money exists, trade-offs and alternatives, self-awareness, how to create good financial algorithms, and common negative algorithms that we create for ourselves. Level Up Financial Planning, LLC http://www.levelupfinancialplanning.com Show notes and informative images: http://www.levelupfinancialplanning.com/why-money-is-important-podcast/ Music: 80s Motivational Chiptune...

May 31, 201939 minSeason 1Ep. 2

Impostor Dumb Vs. Impostor Syndrome w/Nick Armstrong

Nick comes from a family developers, so it wasn't a shock when he started his tech career. However, his career journey took a dramatic change when he was faced with a life-threatening and life-changing event. His thoughts on "impostor syndrome" Self-awareness/discovery Navigating a life-threatening event Having a mentor Working with people that are smarter than you Stay till the end where Nick shares some financial wisdom and I wrap up on a few financial scenarios that Nick found himself in to s...

May 30, 201959 minSeason 1Ep. 3

Why I Started Techie Personal Finance Bootcamp

In this episode I outline the major challenges facing tech employees in their 20's & 30's that play an important role in their life. These challenges don't just impact your financial confidence, but bleeds into all facets of your life: employment, personal health, family life, and social interactions. My goal of this show is to provide you the education and knowledge you need to increase your financial confidence so that you are empowered to live the best life possible. In addition to educat...

May 30, 201914 minSeason 1Ep. 1
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