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
Understanding Your Taxes: The Basics
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Lucas Casarez CFP®
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Season 5
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Episode 8
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 about your taxes, from the basics to more advanced strategies.
Topics covered:
- What are the different types of taxes?
- How are taxes calculated?
- What are deductions and credits?
- What is the standard deduction?
- What are itemized deductions?
- What are popular tax credits?
- What are income phaseouts?
- How to calculate your marginal and effective tax rates
- How are bonuses and stock options taxed?
https://www.techbychoice.org/donate
https://www.levelupfinancialplanning.com/getting-those-big-tech-checks-with-tech-by-choice/
https://www.levelupfinancialplanning.com/a-co-founders-journey-to-starting-the-collab-lab/
https://www.levelupfinancialplanning.com/wp-content/uploads/2023/01/Important-Numbers-2023-1.pdf