Techie Personal Finance Bootcamp
By Lucas Casarez CFP®
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Category: Investing
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Episodes: 101
Description
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.
| Episode | Date |
|---|---|
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Jamming Her Way Into Tech w/ Roxy Rodriguez-Becker
|
Oct 21, 2026 |
|
RSUs: From Grants to Golden Handcuffs
|
Sep 08, 2026 |
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Find The Perfect Advisor for YOU: 5 Questions You Need to Ask
|
Jul 10, 2026 |
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Breaking Into Tech: From Car Sales to Cyber Security With Gilbert Sanchez
|
Jul 01, 2026 |
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Making $100,000+ and Still Feeling Broke?
|
May 13, 2026 |
|
What to Know Before Filing Taxes in 2026
|
Feb 09, 2026 |
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Key Changes to Tax Laws 2025
|
Jul 09, 2025 |
|
Balancing Your Tech Career and Parenthood with Rizell Scarlett
|
Jun 26, 2025 |
|
Should You Cash Out Your 401(k) Retirement Account?
|
May 17, 2025 |
|
Why Your Finances Are Better Than You Think
|
May 07, 2025 |
|
What Investment Volatility Means to You
|
Apr 05, 2025 |
|
Why Your Paycheck May Be Smaller This Month
|
Jan 09, 2025 |
|
Decoding Bonuses and Raises: What's the Real Value of Your Bonus, Raise, and RSUs?
|
Dec 14, 2024 |
|
#1 Reason Techies Struggle Financially - Credit Cards
|
Oct 24, 2024 |
|
Navigating the New Tech Job Market with Sean Page
|
Aug 08, 2024 |
|
Breaking Out Of Tech
|
Jul 11, 2024 |
|
Tax Planning: Employer Stock and Charitable Giving
|
Dec 20, 2023 |
|
Understanding Your Taxes: Retirement Accounts & Backdoor ROTHs
|
Nov 17, 2023 |
|
Understanding Your Taxes: The Basics
|
Nov 14, 2023 |
|
A Co-Founder's Journey to Starting The Collab Lab (Non-Profit)
|
Oct 12, 2023 |
|
Getting Those Big Tech Checks with Tech By Choice
|
Sep 28, 2023 |
|
Starting a Non-Profit to Help Underdog Devs
|
Sep 07, 2023 |
|
What The Tech Is Lifestyle Creep?
|
Aug 17, 2023 |
|
From a Malware Incident to Cybersecurity Career with Danny Z
|
Jul 20, 2023 |
|
Student Loan Forgiveness: One More Chance?
|
Jul 04, 2023 |
|
Purchasing A Home in 2023
|
Jun 22, 2023 |
|
How to Make More Money
|
May 17, 2023 |
|
What the Tech is a HELOC?
|
Dec 16, 2022 |
|
No Guts No Glory: Launching a Startup
|
Nov 17, 2022 |
|
Student Loan Forgiveness!
|
Aug 25, 2022 |
|
Insurance Expert: Jessica Casarez
|
Aug 12, 2022 |
|
Fertility Planning with Dr. Aimee
|
Jul 15, 2022 |
|
What a Recession Means to You (2022)
|
Jun 24, 2022 |
|
Do You Need Estate Document with Will Beyers
|
Dec 03, 2021 |
|
Navigating Year One and Early Career in Tech With Kristal Garcia
|
Nov 19, 2021 |
|
What the Tech is an HSA?
|
Oct 20, 2021 |
|
5 Reasons NOT to Pay Off Your Mortgage Early
|
Aug 20, 2021 |
|
Living the Dream as a Game Dev with Jonathan Jennings
|
Aug 13, 2021 |
|
What the Tech is a Backdoor ROTH?!
|
Aug 06, 2021 |
|
Engineering Life Coach with Gina Covarrubias
|
Jul 30, 2021 |
|
Special Guest: Real Estate Expert Patrick Soukup
|
Jul 23, 2021 |
|
Breaking Into Tech By Writing a Jingle with Orlando Gomez (OG)
|
Jul 16, 2021 |
|
Should I Take Out a 401(k) Loan?
|
Jul 09, 2021 |
|
The Ebbs and Flows of Being a Startup Founder with Josiah Haswell
|
Jul 02, 2021 |
|
Spending After the Pandemic
|
Jun 25, 2021 |
|
Making Smart Money Moves in 2021
|
Jan 01, 2021 |
|
Redefining Happiness with Michael Liendo
|
Dec 31, 2020 |
|
It's a Wonderful Life (10 Money Lessons)
|
Dec 10, 2020 |
|
Replacing Foreign Languages With Coding Languages with Joe Previte
|
Dec 03, 2020 |
|
How Much Should I Have Saved in Retirement?
|
Nov 25, 2020 |
|
The Power of Coaching with Jason Humphrey
|
Nov 19, 2020 |
|
6 Tips for the Holidays
|
Nov 12, 2020 |
|
Overcoming Rejection with Arnold Morales
|
Oct 15, 2020 |
|
Knowing Your Worth with Justine Benoit
|
Sep 30, 2020 |
|
BEWARE of the Advice You Take
|
Sep 09, 2020 |
|
Being Authentic & Transparent with Josh Buchea
|
Sep 03, 2020 |
|
Quitting to Start a Business
|
Aug 26, 2020 |
|
Navigating Race & Burnout in Tech with Leo Yockey
|
Aug 13, 2020 |
|
Credit Cards Are Awesome
|
Aug 05, 2020 |
|
Break Into Tech With Twitter with Will Johnson
|
Jul 29, 2020 |
|
Should I Use a College Savings 529 Plan?
|
Jul 21, 2020 |
|
The Wealth of Being In Tech with Valerie
|
Jul 15, 2020 |
|
Financial Independence Is In Your Control
|
Jul 06, 2020 |
|
Building Your Tech Community with Danny Thompson
|
Jun 30, 2020 |
|
10 Questions to Ask Your Financial Planner
|
Jun 22, 2020 |
|
Should I Refinance My Mortgage
|
Jun 15, 2020 |
|
UX Research with Nannearl Brown
|
Jun 14, 2020 |
|
Career Transitions & Career Karma w/ Chad Crabtree
|
May 27, 2020 |
|
What to Do With Your Old 401(K)
|
May 26, 2020 |
|
Should I Buy Stock Now?
|
Mar 26, 2020 |
|
Taxes: Retirement Accounts- Roth Vs. Traditional
|
Feb 08, 2020 |
|
Taxes Deductions and Tax Credits
|
Jan 31, 2020 |
|
Taxes: Marginal & Effective Tax Rates
|
Jan 13, 2020 |
|
Take Your Budget to the Next Level
|
Jan 06, 2020 |
|
Dominate Your Debt in 2020
|
Jan 02, 2020 |
|
Take Your Net Worth to the Next Level
|
Jan 01, 2020 |
|
Surviving Chaos to Become a Programmer
|
Dec 17, 2019 |
|
Angel Investing with Paul Foley
|
Dec 15, 2019 |
|
Take Your Financial Confidence to the Next Level
|
Dec 11, 2019 |
|
Finding Your Influence with Stephanie Judd
|
Nov 26, 2019 |
|
How I Overcome Impostor Syndrome
|
Nov 24, 2019 |
|
Landing a UX Job with Sam Harper
|
Nov 07, 2019 |
|
De-Coding ESPP (Employee Stock Purchase Plans)
|
Oct 29, 2019 |
|
Inspiring Curiosity with Chris Huie
|
Oct 22, 2019 |
|
De-Coding RSUs (Restricted Stock Units)
|
Oct 10, 2019 |
|
Reinventing Yourself with John Marty
|
Sep 30, 2019 |
|
Should I Buy a House
|
Sep 15, 2019 |
|
Building Confidence as a Bootcamp Graduate w/Stephanie Ogburn
|
Sep 05, 2019 |
|
Felon to Successful Software Engineer with Cory Pease
|
Aug 22, 2019 |
|
Timing the Market
|
Aug 15, 2019 |
|
Creating a Startup Engine w/ Stephen Alred Jr.
|
Aug 08, 2019 |
|
Should Cryptocurrency Be a Part of My Plan?
|
Aug 01, 2019 |
|
Recession Proofing Your Career w/ Sami Gardner
|
Jul 25, 2019 |
|
How to Retire Early and Financial Independence
|
Jul 17, 2019 |
|
A Podcast for Every Programming Community W/ Charles Max Wood
|
Jul 11, 2019 |
|
What the Tech is a 401(k)
|
Jun 27, 2019 |
|
Early Retirement as a Working Parent w/Kathy Haselmaier
|
Jun 20, 2019 |
|
How to Be a Baller on a Budget
|
Jun 09, 2019 |
|
Why Does Money Matter?
|
May 31, 2019 |
|
Impostor Dumb Vs. Impostor Syndrome w/Nick Armstrong
|
May 30, 2019 |
|
Why I Started Techie Personal Finance Bootcamp
|
May 30, 2019 |