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.
Episodes
88 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
Understanding Your Taxes: The Basics
Taxes can be complex and confusing, but it's important to understand them so you can pay the correct amount and take advantage of all the deductions and credits you're eligible for. In this episode, we'll cover everything you need to know ab...
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Season 5
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Episode 8
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38:21
A Co-Founder's Journey to Starting The Collab Lab (Non-Profit)
In this episode, we interview Andrew Hedges, a career changer, startup co-founder, and non-profit co-founder. We talk about his journey from traditional employment to tech, the mission of his startup Assistiv Labs, the most misunderstood thing ...
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Season 5
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Episode 8
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46:32
Getting Those Big Tech Checks with Tech By Choice
This is a part of the non-profit series where I highlight great members of the tech community who play a significant role in running a non-profit.Valerie is a self-taught developer who is now an engineering manager and the founder of Te...
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Season 5
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Episode 7
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32:55
Starting a Non-Profit to Help Underdog Devs
Can you imagine building a thriving career in tech, overcoming societal stigmas, and then going ahead to establish a non-profit to help others do the same? That's exactly what our guest today, Rick Wolter, has done, and he joins us to share his...
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Season 5
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Episode 6
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38:14
What The Tech Is Lifestyle Creep?
Ever wondered why your spending seems to mysteriously multiply when your income increases? Join us as we dive deep into the world of lifestyle creep - the silent financial nemesis that can sabotage your present financial status and future plans...
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Season 5
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Episode 5
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22:38
From a Malware Incident to Cybersecurity Career with Danny Z
Have you ever wondered how a construction worker would transition into a career in cybersecurity? Our friend Danny, who did just that, offers a riveting account of his unique tech journey. A Microsoft scam was a pivotal moment that spar...
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Season 5
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Episode 4
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29:18
Student Loan Forgiveness: One More Chance?
What's Next for Student Loan Forgiveness?In this podcast, we discuss the recent news that the previously announced student loan forgiveness is no longer a legal solution. We cover what to expect now that payments are restarting in Octobe...
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Season 5
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Episode 3
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12:14
Purchasing A Home in 2023
Is Purchasing a Home in 2023 a Good Financial Decision?In this episode, we'll discuss the pros and cons of purchasing a home in 2023. We'll cover topics such as:Why are mortgage interest rates so high?Is it financial...
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Season 5
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Episode 2
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24:39
How to Make More Money
In this episode, we'll talk about how to increase your income. Whether you're looking to make more money to retire early, have more security and flexibility, or simply to make ends meet, there are a number of things you can do to make more mone...
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Season 5
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Episode 1
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28:33
What the Tech is a HELOC?
Do you own a home with a ton of equity?In this episode, I talk about the awesomeness of a Home Equity Line of Credit (HELOC).I cover the pros, cons, and how they compare to other options that...
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Season 4
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Episode 6
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14:57
No Guts No Glory: Launching a Startup
Isai Cortez is a Tax Attorney and owner of Bismark Tax, Inc in Los Angeles, CA. He's also the founder of SynkBooks and an adjunct professor at Pepperdine University School of Law.Isai shares his story, which goes all the way back to age ...
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Season 4
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Episode 5
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56:44
Student Loan Forgiveness!
Huge news dropped today regarding student loans. There will be student loan forgiveness! That’s not all, as most people expected, student loan forbearance was extended through December 31st, 2022. Finally, there will be a new income-based re...
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Season 4
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Episode 4
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18:15
Insurance Expert: Jessica Casarez
This was a fun episode to record with my mom, Jessica Casarez, who has been working for the same insurance agency for the last 37 years.Insurance coverage is almost like a foreign language and she does an amazing job and translating and...
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Season 4
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Episode 3
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40:17
Fertility Planning with Dr. Aimee
Dr. Aimee shares important information about fertility. It's her goal to let as many women avoid saying, I wish I would have known sooner.In this episode Dr. Aimee answers the following questions:The importance of understand...
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Season 4
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Episode 2
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27:15
What a Recession Means to You (2022)
Are you worried about a possible recession? In this episode, I tackle current events that may lead to a recession in 2022 and identify what you need to know to navigate your way through a recession confidently.I...
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Season 4
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Episode 1
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19:39
Do You Need Estate Document with Will Beyers
Do you need estate documents?I invited my friend and Estate Planning Expert, Will Beyers to shed some light on that answer.Will does a great job summarizing what each document does and provid...
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Season 3
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Episode 11
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45:29
Navigating Year One and Early Career in Tech With Kristal Garcia
In her prior career, Kristal worked as a Software Engineer at BuzzFeed and Marqeta, Director of Operations at a cryptocurrency startup, and as an assistant to executives and leadership at Uber, Affirm, and Sledgehammer Games. Sh...
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Season 3
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Episode 10
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32:10
What the Tech is an HSA?
Do you know all of the amazing benefits and flexibility of an HSA (Health Savings Account)?The best features are that they are triple tax-free:Tax-Reduction on contributionsTax-Free growthTax-Free w...
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Season 3
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Episode 9
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20:55
5 Reasons NOT to Pay Off Your Mortgage Early
Purchasing a home is one of the biggest financial decisions you'll ever make, but the significant debt you accrue in the form of a mortgage can sometimes carry a lot of emotional baggage.In this episode, I acknowledge some of the reason...
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Season 3
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Episode 8
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10:24
Living the Dream as a Game Dev with Jonathan Jennings
Jonathan Jennings is a software engineer who works in the AR, VR, and videogame spaces and currently helming his indie VR game at Weird Kid Studios named Galactic Bar fight. He’s been a guest lecturer at University and National Confe...
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Season 3
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Episode 8
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50:47