Techie Personal Finance Bootcamp
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.
Podcasting since 2019 • 88 episodes
Techie Personal Finance Bootcamp
Latest Episodes
#1 Reason Techies Struggle Financially - Credit Cards
This episode delves into the financial issues tech professionals face, focusing on the challenge of managing credit card debt despite high incomes. It discusses how lifestyle creep, unexpected expenses, and high interest rates lead...
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Season 6
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Episode 3
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22:17
Navigating the New Tech Job Market with Sean Page
Sean Page, a senior technical recruiter at Propel, shares his non-traditional career path from biology major to public health professional to tech recruiter. He emphasizes the increasing competitiveness in the job market, the importance of unde...
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Season 6
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Episode 2
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58:31
Breaking Out Of Tech
In this episode of Techie Personal Finance Bootcamp, host Lucas Casarez, CFP® discusses the process of transitioning out of a tech career, addressing the importance of understanding projected salaries, the impact of lifestyle and expenses on de...
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Season 6
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Episode 1
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22:41
Tax Planning: Employer Stock and Charitable Giving
In this episode, you'll learn the answer to the following questions about how your employer stock impacts your taxes, as well as, charitable giving strategies:What Is The Difference Between A Private And Public C...
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Season 5
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Episode 10
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49:33
Understanding Your Taxes: Retirement Accounts & Backdoor ROTHs
In this episode, you'll learn the answer to the following questions about how your retirement accounts impact your taxes, as well as, how to correctly make Backdoor ROTH contributions.What Is A Traditional Retirement ...
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Season 5
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Episode 9
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40:52