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
Do You Need Estate Document with Will Beyers
•
Lucas Casarez CFP® / Will Beyers
•
Season 3
•
Episode 11
Do you need estate documents?
I invited my friend and Estate Planning Expert, Will Beyers to shed some light on that answer.
Will does a great job summarizing what each document does and provides some context on when and why they will be needed.
The documents discussed in this episode are: Wills, Financial Power of Attorney, Medical Power of Attorney, and Trusts
We also dove into the importance of naming a caregiver if you have children, as well as, why most people drag their feet on setting up their estate documents.
will@beyerslaw.com
https://www.linkedin.com/in/williambeyersiii/
https://www.beyerslaw.com/