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
Insurance Expert: Jessica Casarez
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Lucas Casarez / Jessica Casarez
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Season 4
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Episode 3
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 simplifying the information.
Topics covered:
- How much insurance coverage do you need to replace your home?
- The difference between working with a captive agent and an independent agent.
- When umbrella coverage is beneficial.
- Do renters need renters insurance?
- What does comprehensive vehicle insurance cover?
- What does collision vehicle insurance cover?
- Do you need GAP insurance?
- Does your business need insurance?
https://schatzins.com/