70 episodes

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 Lucas Casarez CFP®

    • Business
    • 5.0 • 7 Ratings

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.

    Fertility Planning with Dr. Aimee

    Fertility Planning with Dr. Aimee

    Dr. Aimee shares important information about fertility. It's her goal to let as many women avoid saying, I wish I would have known sooner.

    In this episode Dr. Aimee answers the following questions:
    The importance of understanding your fertilityAlternative options to egg freezingA range of costs associated with egg freezing and alternativesOne important thing men should knowWhat if you don't want kids today....https://twitter.com/_EggWhisperer
    https://eggfreezingparty.com/what-is-an-egg-freezing-party

    • 27 min
    What a Recession Means to You (2022)

    What a Recession Means to You (2022)

    Are you worried about a possible recession? 

    In this episode, I tackle current events that may lead to a recession in 2022 and identify what you need to know to navigate your way through a recession confidently.


    InflationThe Stock MarketEmploymentInterest RatesHousing Market

    • 19 min
    Do You Need Estate Document with Will Beyers

    Do You Need Estate Document with Will Beyers

    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/

    • 45 min
    Navigating Year One and Early Career in Tech With Kristal Garcia

    Navigating Year One and Early Career in Tech With Kristal Garcia

    In her prior career, Kristal worked as a Software Engineer at BuzzFeed and Marqeta, Director of Operations at a cryptocurrency startup, and as an assistant to executives and leadership at Uber, Affirm, and Sledgehammer Games. 

    She served the largest Latinx in tech community, Techqueria, as a community leader and helped to grow and nurture the community by thousands of additional members.


    https://joinyearone.io
    https://www.linkedin.com/in/kgarcia4/
    https://twitter.com/kristal_s_
    kristal@joinyearone.io

    • 32 min
    What the Tech is an HSA?

    What the Tech is an HSA?

    Do you know all of the amazing benefits and flexibility of an HSA (Health Savings Account)?

    The best features are that they are triple tax-free:


    Tax-Reduction on contributionsTax-Free growthTax-Free withdrawalsThat's not all. There could be real savings just by comparing a high deductible health plan to a pricier option.

    In this episode, I tackle a framework I use to help clients make an informed decision on whether they should use an HSA.

    • 20 min
    5 Reasons NOT to Pay Off Your Mortgage Early

    5 Reasons NOT to Pay Off Your Mortgage Early

    Purchasing a home is one of the biggest financial decisions you'll ever make, but the significant debt you accrue in the form of a mortgage can sometimes carry a lot of emotional baggage.

    In this episode, I acknowledge some of the reasons people want to pay off their mortgages, but my recommendation a majority of the time is to NOT pay off their mortgage faster than they need to.

    I'll cover 5 major reasons NOT to pay off your mortgage early. The 4th one is maybe one of the biggest reasons, but no one ever talks about it. 🤔


    You can explore this topic more by Podcast or Video by clicking the link below.

    https://youtu.be/baEWikJ3Bu4
    https://www.levelupfinancialplanning.com/5-reasons-not-to-pay-off-your-mortgage-early/

    • 10 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Mariann!! ,

Wonderful!

Great show! Full of motivation and good vibes.

bxhearl ,

Fantastic!

The Information I have receive from these podcasts is amazing! The quality of knowledge and experiences provided from Lucas and his guests are top notch. I wish I had access to this kind of education and thinking 10 years ago!

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