42 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®

    • Investing
    • 5.0, 4 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.

    Break Into Tech With Twitter with Will Johnson

    Break Into Tech With Twitter with Will Johnson

    Will is a self-taught developer that had to overcome the challenge of having no experience to break into tech.

    • 32 min
    Should I Use a College Savings 529 Plan?

    Should I Use a College Savings 529 Plan?

    If college planning is important to you, then you want to listen to this episode to understand how a 529 plan may be a solution to help you maximize your college savings.

    • 19 min
    The Wealth of Being In Tech with Valerie

    The Wealth of Being In Tech with Valerie

    Valerie shares her journey into tech and how she navigates the wealth tech provides.

    • 31 min
    Financial Independence Is In Your Control

    Financial Independence Is In Your Control

    Not sure if financial independence is in your future? It can be. You are in control.

    • 17 min
    Building Your Tech Community with Danny Thompson

    Building Your Tech Community with Danny Thompson

    Danny shares the story of his career transition and gives actionable advice on how to standout and land your first tech job.

    • 37 min
    10 Questions to Ask Your Financial Planner

    10 Questions to Ask Your Financial Planner

    Not all financial planners are created equal. Here are 10 questions to help you find the best financial planenr for you.

    • 22 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

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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