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
No Guts No Glory: Launching a Startup
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Lucas Casarez CFP® / Isai Cortez Founder of Synkbooks
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Season 4
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Episode 5
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 4 when his family was in a situation that made him want to be an advocate and help people understand their taxes.
This episode is full of of great stories and advice that spans entrepreneurship, finances, and life.
https://www.linkedin.com/in/isai-bismark-cortez-01048143/
https://app.synkbooks.com/team/
https://bismarktax.com/isai-bismark-cortez-esq/
https://twitter.com/IsaiBCortez