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
How to Make More Money
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 …
What the Tech is a HELOC?
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 …
No Guts No Glory: Launching a Startup
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 stor…
Student Loan Forgiveness!
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. Fi…
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 a foreign language and she do…
Fertility Planning with Dr. Aimee
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…
What a Recession Means to You (2022)
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 c…
Do You Need Estate Document with Will Beyers
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 …
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 Uber, Affir…
What the Tech is an HSA?
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 contributions
- Tax-Free growth
- Tax-Free wi…
5 Reasons NOT to Pay Off Your Mortgage Early
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 epis…
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.
He’s been a guest lecture…
What the Tech is a Backdoor ROTH?!
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 makin…
Engineering Life Coach with Gina Covarrubias
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…
Special Guest: Real Estate Expert Patrick Soukup
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…
Breaking Into Tech By Writing a Jingle with Orlando Gomez (OG)
Orlando shares his journey from finance, Peace Corp, back to finance and then breaking into tech by writing a jingle.
Despite having an MBA and finance background, it took him over 8 months to break i…
Should I Take Out a 401(k) Loan?
I'm a big fan of 401(k) loans, but they shouldn't be taken out lightly.
In this episode, I cover the basic rules of a 401(k) loan, the pros, and the cons.
The Ebbs and Flows of Being a Startup Founder with Josiah Haswell
Josiah Haswell, in addition to being a good friend, is the CoFounder of Sunshower. IO. The first comprehensive, provider-agnostic cloud management platform. In this episode, you will hear how Josiah …
Spending After the Pandemic
If you are anything like my family, your spending habits have changed significantly during the pandemic. If you managed to maintain employment throughout this whole period, then you may have found th…
Making Smart Money Moves in 2021
Make SMART Financial Moves in 2021
We made it to 2021! A year like 2020 stretched us thin in many aspects of our lives and that may have included your finances. If you feel you can improve on your fin…