What to Do With Your Old 401(k) Strategy Guide
You have how many old 401(k)s or retirement accounts? It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them. Whether…
The Downside to Making the Most Money You Ever Have
Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax…
How a Recession Could Impact You Strategy Guide
Instead of worrying about the next recession, understand how a recession could impact you and begin to build a game plan so that you are best prepared for the next…
Why Level Up Financial Planning?
If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also…
Why Your Paycheck May Be Smaller This Month
https://youtu.be/L5YxQuo6ddk If you earned more than $168,600 in 2024, get ready for a slight adjustment to your paycheck this year. Why the Change? You’ll be resuming Social Security tax payments…
Decoding Bonuses and Raises: What’s the Real Value of Your Bonus, Raise, and RSUs?
https://youtu.be/0lvBslZeWY4 In this episode of Techie Personal Finance Bootcamp, we explore the real value of bonuses, raises, and stock options with a focus on how taxes can greatly diminish their…
#1 Reason Techies Struggle Financially: Credit Cards!
This episode delves into the financial issues tech professionals face, focusing on the challenge of managing credit card debt despite high incomes. It discusses how lifestyle creep, unexpected expenses, and…
Navigating the New Tech Job Market with Sean Page
Sean Page, a senior technical recruiter at Propel, shares his non-traditional career path from biology major to public health professional to tech recruiter. He emphasizes the increasing competitiveness in the…
Breaking Out Of Tech
Breaking Out Of Tech https://youtu.be/HESxOpk_V_I?si=KtFmtOUNQhp4Gcdn In this episode of Techie Personal Finance Bootcamp, host Lucas Casarez, CFP® discusses the process of transitioning out of a tech career, addressing the importance…
Tax Planning: Employer Stock & 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…
Tax Planning: Retirement Accounts & Backdoor ROTHs
https://youtu.be/HG8Df7SuG84?si=JwHe8EfuhSZuVgby 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.…
Understanding Your Taxes: The Basics (2023)
https://youtu.be/eDdtjykg9vU 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…
A Co-Founder’s Journey to Starting the Collab Lab
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…
Getting Those Big Tech Checks with Tech By Choice
https://youtu.be/P_ctGtY7aeg 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…
Starting a Non-Profit to Help Underdog Devs
https://youtu.be/0d59MAdezt8 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…
What the Tech is Lifestyle Creep?
Understanding the ins and outs of personal finance is crucial for financial health. One concept that is often overlooked is lifestyle creep, the silent financial nemesis that can sabotage your…
From a Malware Incident to Cybersecurity Career with Danny Z
https://youtu.be/rm2KCiZeeWg In the latest episode of our podcast, we delved into an unusual tech journey: Danny’s transition from a construction worker to a cybersecurity professional. This transition highlights the fact…
Student Loan Forgiveness: One More Chance?
The originally announced student loan forgiveness was struck down officially by the Supreme Court last Thursday. As a result, the Biden Administration is attempting another path toward student loan forgiveness.…
Purchasing a Home in 2023
Is Purchasing a Home in 2023 a Good Financial Decision? In this episode, we’ll discuss the pros and cons of purchasing a home in 2023. We’ll cover topics such as:…
How to Make More Money
https://youtu.be/bXnPXknr70o In this episode, we’ll talk about how to increase your income. Whether you’re looking to make more money to retire early, have more security and flexibility, or simply to…
What the Tech is a Home Equity Line of Credit (HELOC)?
https://youtu.be/g2aV28C3hdU Do you own a home with a ton of equity? In this episode, I talk about the awesomeness of a Home Equity Line of Credit (HELOC). I cover the…
No Guts No Glory: Launching a Startup with Isai Cortez
Isai Cortez is a Tax Attorney and owner of Bismark Tax, Inc in Los Angeles, CA. He’s also the founder of SynkBooks and an adjunct professor at Pepperdine University School…
Student Loan Forgiveness Announced!
Huge news dropped today regarding student loans. There will be student loan forgiveness! That’s not all, as most people expected, student loan forbearance was extended through December 31st, 2022. Finally,…
Special Guest: Insurance Expert – Jessica Casarez
This was a fun episode to record with my mom, Jessica Casarez, who has been working for the same insurance agency for the last 37 years.Insurance coverage is almost like…
Fertility Planning with Dr. Aimee Eyvazzadeh
https://youtu.be/W5N6xwIdWsw 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…
What a Recessions Means to You 2022
https://youtu.be/b9_u9A5jjZE 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…
Safe Investment with High Interest? I Bonds 2021
Safe Investment with High Interest? I Bonds Finally, a high-interest rate for your safe money…… for 6 months. Luckily the high-interest rate is ridiculously high enough that it may…
Do I Need Estate Documents with Will Beyers
Do You Need Estate Documents with Will Beyers Do you need estate documents? I invited my friend and Estate Planning Expert, Will Beyers, to shed some light on that…
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…
What the Tech is an HSA (Health Savings Account)?
What the Tech is an HSA (Health Savings Account)? https://youtu.be/SxmL2c9UxjI Health insurance is super confusing. If you’re lucky, your employer pays 100% and offers you a Cadillac plan with low…
5 Reasons NOT to Pay Off Your Mortgage Early
AI Generated Transcript Intro: Reason number four, not to pay off your mortgage early is your 30 year mortgage payment is actually an amazing inflation hedge. So if you think…
Living the Dream as a Game Dev with Jonathan Jennings
Jonathan Jennings is a software engineer who works in the AR, VR, and videogame spaces and currently helming his indie VR game at Weird Kid Studios named Galactic Bar fight.…
What the Tech is a Backdoor ROTH?!
What the Tech is a Backdoor ROTH? https://youtu.be/dqCvA1zlOs8 The Backdoor ROTH is an advanced planning strategy for high earners and big savers. Should you use a Backdoor ROTH? Two reasons…
Engineering Life Coach with Gina
My guest today is Gina Covarrubias, Certified Life Coach, B.S. Aeronautical & Astronautical Engineering (Purdue University), M.S. Mechanical Engineering (University of Utah) Her distinctive background blends life coaching expertise…