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
What the Tech is a 401(k)
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Lucas Casarez CFP®
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Season 1
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Episode 6
I know how overwhelming it can be to have access to a 401(k), but be intimidated that you don't have any idea and probably not even the time to understand why you need one or how they work.
After listening to this episode you'll have a solid understanding of how your 401(k) works, so that you can more confidently put yours to use.
- My First 401(k)
- Why a 401(k) is Important
- Power of Time and Compound Interest (link to visuals in the show notes)
- Benefits
- Traditional Vs. Roth
- How Contributions Work
- How Distributions Work
- Cool Features (like BrokerageLink)
- Costs
- Investment Options
- FAQs
You can find the show notes and images @ http://www.levelupfinancialplanning.com/what-the-tech-is-a-401k/
Music: 80s Motivational Chiptune by Shane Ivers - https://www.silvermansound.com