Lucas Casarez CFP®
Techie Personal Finance Bootcamp
Good podcast? Give it some love!
Lucas Casarez CFP®
Techie Personal Finance BootcampEpisodes
Lucas Casarez CFP®
Techie Personal Finance Bootcamp
Good podcast? Give it some love!
Rate Podcast
Best Episodes of Techie Personal Finance Bootcamp
Mark All
Search Episodes...
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 A Private And Public CompanyThe Most Common Types Of E
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.What Is A Traditional Retirement Account What Is A ROTH Reti
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 eligible for. In this episode, we'll cover everything you need to know about
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 Assistiv Labs, the most misunderstood thing
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 self-taught developer who is now an engineering manager and the founder of Tech by Ch
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 our guest today, Rick Wolter, has done, and he joins us to share his
Ever wondered why your spending seems to mysteriously multiply when your income increases? Join us as we dive deep into the world of lifestyle creep - the silent financial nemesis that can sabotage your present financial status and future plans
Have you ever wondered how a construction worker would transition into a career in cybersecurity? Our friend Danny, who did just that, offers a riveting account of his unique tech journey. A Microsoft scam was a pivotal moment that sparked his
What's Next for Student Loan Forgiveness?In this podcast, we discuss the recent news that the previously announced student loan forgiveness is no longer a legal solution. We cover what to expect now that payments are restarting in October, incl
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:Why are mortgage interest rates so high?Is it financially feasible?How does it comp
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 make ends meet, there are a number of things you can do to make more mone
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 pros, cons, and how they compare to other options that may be available to you.
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 of Law.Isai shares his story, which goes all the way back to age 4 when
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, there will be a new income-based repay
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 a foreign language and she does an amazing job and translating and simplif
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 fertilityAl
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 MarketEmploymen
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.T
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 lar
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
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
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. He’s been a guest lecturer at University and National Conferences. His
The Backdoor ROTH is an advanced planning strategy for high earners and big savers. Should you use a Backdoor ROTH?Two reasons why you'd use a Backdoor ROTH strategy is:1. You are phased out of making ROTH Contributions due to your high income.
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 with 12+ year
Join me as I interview a real estate expert, Patrick Soukup of Soukup Real Estate Services in Fort Collins, CO.We cover a wide range of topics from real estate as an investment and personal residence. Patrick also shares his insights on whether
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us