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…
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
Lucas Casarez, a CFP®️ professional and founder of Level Up Financial Planning, hosts Techie Personal Finance Boot Camp and explains how tech professionals can choose the right financial advisor, comparing the process to researching stroller features and price points. He introduces five key questions to ask when interviewing advisors: 1. Whether they are a fiduciary versus operating under a…
Gilbert Sanchez shares his journey into tech. From car sales to cybersecurity. All in 6 months. You'll hear about Gilbert's planning process, which included personal finance strategies, as well as the way he structured his learning, job applications, and navigated rejections. Follow Gilbert on your favorite social media provider: https://x.com/gilbertsanchz https://www.youtube.com/@GilbertSanchz…
Lucas Casarez, a CFP and founder of Level Up Financial Planning, explains why many tech professionals can make six figures yet still feel broke, citing statistics that 48.6% of people earning over $100K and 36% earning over $200K report living paycheck to paycheck. He outlines four main drivers: lifestyle inflation, taxes reducing actual take-home pay (often 30–50%, especially in high-tax states),…
Navigating Common Tax Mistakes and New Tax Laws for 2026 In this episode of Techie Personal Finance Bootcamp, the host discusses several common tax mistakes and introduces new tax laws for 2026. Starting with essential tax preparation steps, the episode explains the importance of gathering relevant tax documents, considering new changes like RSUs and employer stock, and the pitfalls of rushing to…
This episode provides an overview of significant changes to tax laws announced on July 4th, 2025. Key points include the permanency of temporary tax laws from 2018, slight increases in standard deductions, and significant increases in the state and local tax (SALT) cap from $10,000 to $40,000. Additional updates include adjustments to charitable contribution deductions, new senior tax deductions,…
In this podcast episode, Lucas Casarez interviews Rizel Scarlett about her journey into the tech industry, her experiences with family life, and her insights on community building and leadership. Rizel shares her background, starting from her challenges as an undocumented immigrant in college, transitioning into tech through programs like Resilient Coders, and eventually securing roles in tech…
Should You Cash Out Your 401(k) Retirement Account? In this episode of Techie Personal Finance Bootcamp, we explore the critical question of whether you should withdraw from your 401k. We discuss common reasons for considering a withdrawal, such as emergencies and market fears, and highlight the financial downsides, including taxes and penalties. The episode also covers alternative solutions like…
Feeling like you're stuck living paycheck to paycheck? 🤔 Join Lucas Casarez, tech financial planner, as he dives into the hidden financial wins you might be overlooking! Retirement Savings Welcome to Techie Personal Finance Bootcamp. Many of you might feel like you're living paycheck to paycheck, not saving as much as you'd prefer. However, if you step back, you'll see activities adding value,…
Navigating Stock Market Volatility: Long-term Investment Strategies Explained In this episode of Techie Personal Finance Bootcamp, we discuss the current stock market volatility caused by recent tariff announcements and offer practical advice for maintaining a long-term investment approach. Learn why diversification is crucial, how to manage short-term financial goals, and why now might be a good…
In this video, the host explains why paychecks may be smaller in January 2025 compared to December 2024. The main reason is due to the resumption of Social Security deductions at the start of the year, which cease once annual income exceeds $176,100. This deduction affects high-income earners significantly, making their early-year finances feel tighter. The host provides tips on managing cash flow…
