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
Find The Perfect Advisor for YOU: 6 Questions You Need to Ask
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Lucas Casarez, a CFP®️ professional and founder of Level Up Financial Planning, hosts Techie Personal Finance Boot Camp and explains how tech professionals can choose the right financial advisor, comparing the process to researching stroller features and price points.
He introduces five key questions to ask when interviewing advisors:
1. Whether they are a fiduciary versus operating under a suitability standard (including the complications of hybrid advisors)
2. What types of clients they specialize in (such as tech, teachers, or medical professionals)
3. What areas of financial planning they provide value beyond investments (including savings, behavior, taxes, debt, and comprehensive planning)
4. What their cost structure is (fee-only, fee-based, or commission-based “free” models)
5. What happens if the advisor leaves the company, contrasting independent firms with large institutions.
He invites listeners to reach out, schedule a meeting, and share interview guest recommendations.