Techie Personal Finance Bootcamp
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.
- Update frequency
- every 12 days
- Average duration
- 32 minutes
- Episodes
- 95
- Years Active
- 2019 - 2025
Key Changes to Tax Laws 2025
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 deduc…
Balancing Your Tech Career and Parenthood with Rizell Scarlett
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.
Riz…
Should You Cash Out Your 401(k) Retirement Account?
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 comm…
Why Your Finances Are Better Than You Think
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 …
What Investment Volatility Means to You
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 tarif…
Why Your Paycheck May Be Smaller This Month
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 yea…
Decoding Bonuses and Raises: What's the Real Value of Your Bonus, Raise, and RSUs?
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 apparent worth. We delve into…
#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 expens…
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 competitiven…
Breaking Out Of Tech
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 of understanding projected salarie…
Tax Planning: Employer Stock and Charitable Giving
- What Is The Difference Between A Private…
Understanding Your Taxes: Retirement Accounts & Backdoor ROTHs
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 Tradi…
Understanding Your Taxes: The Basics
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, …
A Co-Founder's Journey to Starting The Collab Lab (Non-Profit)
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
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 engi…
Starting a Non-Profit to Help Underdog Devs
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 W…
What The Tech Is Lifestyle Creep?
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 y…
From a Malware Incident to Cybersecurity Career with Danny Z
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 Microsof…
Student Loan Forgiveness: One More Chance?
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 …
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:
- Why are mortgage interest rates so hig…