85 Folgen
Techie Personal Finance Bootcamp Lucas Casarez CFP®
-
- Wirtschaft
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.
-
Tax Planning: Employer Stock and Charitable Giving
In this episode, you'll learn the answer to the following questions about how your employer stock impacts your taxes, as well as, charitable giving strategies:
What Is The Difference Between A Private And Public CompanyThe Most Common Types Of Employer Stock PlansHow Your Employer Stock Is TaxedEmployer Stock StrategiesIs Your Charitable Giving Is Tax Deductible What Is A Donor Advised FundBenefits Of Donating Stock
https://www.techbychoice.org/donate
https://www.levelupfinancialplanning.com/getting-those-big-tech-checks-with-tech-by-choice/
https://the-collab-lab.codes/
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
https://www.underdogdevs.org/
https://www.levelupfinancialplanning.com/creating-a-non-profit-to-help-underdog-devs/ -
Understanding Your Taxes: Retirement Accounts & Backdoor ROTHs
In this episode, you'll learn the answer to the following questions about how your retirement accounts impact your taxes, as well as, how to correctly make Backdoor ROTH contributions.
What Is A Traditional Retirement Account What Is A ROTH Retirement AccountDo I Make Too Much To Contribute To Certain Retirement AccountsWhat Is A Backdoor ROTHCan I Make a Mega Backdoor ROTH Contributionhttps://www.techbychoice.org/donate
https://www.levelupfinancialplanning.com/getting-those-big-tech-checks-with-tech-by-choice/
https://the-collab-lab.codes/
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
https://www.underdogdevs.org/
https://www.levelupfinancialplanning.com/creating-a-non-profit-to-help-underdog-devs/ -
Understanding Your Taxes: The Basics
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 ratesHow 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://the-collab-lab.codes/
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 -
A Co-Founder's Journey to Starting The Collab Lab (Non-Profit)
In this episode, we interview Andrew Hedges, a career changer, startup co-founder, and non-profit co-founder. We talk about his journey from traditional employment to tech, the mission of his startup Assistiv Labs, the most misunderstood thing about accessibility, and advice for founders and co-founders. We also discuss The Collab Lab, a non-profit he co-founded, and the benefits of teaming up with others.
Here are some key questions we will answer in the episode:
What was the catalyst for your career change into tech?What gave you the confidence to leave traditional employment to start your own company?What is the mission of Assistiv Labs and why is accessibility online and with software so important?What would you say is the most misunderstood thing about accessibility?What advice would you give to founders and co-founders based on what you've learned so far?What is The Collab Lab and what pushed you to create such an amazing non-profit?What has been the greatest challenge your team has run into since launching The Collab Lab?What has been your biggest win as a non-profit?What is the greatest benefit you see from teaming up with others?How can people listening help The Collab Lab?Join us for this inspiring conversation with a passionate entrepreneur and non-profit leader!
https://the-collab-lab.codes
https://assistivlabs.com
https://mailchi.mp/081b79193143/understand-your-taxes-end-of-year-tax-strategies -
Getting Those Big Tech Checks with Tech By Choice
This is a part of the non-profit series where I highlight great members of the tech community who play a significant role in running a non-profit.
Valerie is a self-taught developer who is now an engineering manager and the founder of Tech by Choice, a non-profit that helps underrepresented groups enter, stay and thrive in tech.
Valerie talks about her experience as a manager and her work with Tech by Choice. She discusses her biggest challenges as a manager, her goals for the future, and her advice for others who are interested in entering the tech industry.
As the founder of Tech By Choice, Valerie shares her personal stories that inspired the creation of Tech By Choice, the challenges of running a non-profit, the impact she's seeing in the community, and exciting projects that will be launching soon.
https://www.techbychoice.org/donate
https://mailchi.mp/081b79193143/understand-your-taxes-end-of-year-tax-strategies
Valerie's previous interview. https://www.levelupfinancialplanning.com/the-wealth-of-being-in-tech-with-valerie/ -
Starting a Non-Profit to Help Underdog Devs
Can you imagine building a thriving career in tech, overcoming societal stigmas, and then going ahead to establish a non-profit to help others do the same? That's exactly what our guest today, Rick Wolter, has done, and he joins us to share his inspiring journey.
Rick shares how he went from being basically tech illiterate to landing a job in tech and helping others with similar backgrounds of being formerly incarcerated to do the same.
Underdog Devs, is a non-profit dedicated to helping individuals from disadvantaged backgrounds, especially those with a history of incarceration, kickstart their careers in software development.
Interested in giving back? Visit https://www.underdogdevs.org/ to make a charitable donation or contact Rick if you have equipment you'd like to donate or have time to be a mentee.
https://twitter.com/RwoltX
https://twitter.com/UnderdogDevs
Register for the End Of Year Tax Strategies workshops here
Top‑Podcasts in Wirtschaft