Techie Personal Finance Bootcamp Lucas Casarez CFP®

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 Stockhttps://www.techbychoice.org/donatehttps://www.levelupfinancialplanning.co...

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/donatehttps://www.levelupfinancialplanning.com/getting-those-big-tech-check...

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 credi...

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...

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 a...

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 indiv...