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.
Techie Personal Finance Bootcamp
De-Coding ESPP (Employee Stock Purchase Plans)
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Lucas Casarez CFP®
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Season 1
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Episode 19
I love Employee Stock Purchase Plans. Depending on your employer's ESPP plan, you may be able to increase your annual income by 1% or greater.
Here are a few topics I cover:
- ESPP Basics
- ESPP with Look Back Provision
- ESPP Tax Treatment
- ESPP Strategies
- Risks of ESPP
YouTube Video
ESPP Return Calculator
ESPP Strategy Guide w/Cheat Sheet
Fort Collins Fee-Only Financial Planner