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.
Michael Liendo recorded a live stream with me for this episode.
Michael is a self-taught developer who is currently a senior software engineer and AWS community builder.
In this episode, Michael shar…
Sorry for any spoilers, but this movie came out in 1946 so….
A few reasons why this movie has been one of my favorites for most of my adulthood is because I worked at a community bank, similar to the …
Joe Previte is a developer, a teacher, and creator of Vim for VSCode. In his spare time, he enjoys creating videos for egghead, writing articles relating to coding, and participating in an online med…
Have you seen the rough estimates that you should have saved at various ages?
These rough targets are useful, but may not be entirely accurate to you and your unique circumstances.
I cover the importan…
I have Jason Humphrey on the show and I met Jason online originally because he creates a ton of value-packed content on LinkedIn. And when you create awesome content, people tend to like it and share…
Do you struggle with your finances during the holidays? I cover 6 tips to take control over the holiday season.
This episode was originally created for a live video challenge I'm doing on my social ne…
Arnold Morales is the son of two immigrants from Honduras. He started his career with a GED and working at a warehouse where he is wasn't happy. Looking for more he pursued a community college and to…
Justine is a UX/UI Designer and UI Developer on a mission to create a meaningful impact on people’s lives through her craft.
She was born and raised in the Philippines. In 2008, she and her family mov…
When it comes to your financial life, it's very easy to rely on the guidance of others, especially since most of our generation were not taught these important topics in school.
This episode is to war…
Josh shares his awesome story on his path into tech. Early on Josh showed an interest for tech and started taking college courses, but a conversation changed his career trajectory.
Josh decided to not…
I share my personal story of quitting my job to start my business, Level Up Financial Planning.
While working in a position many would consider a dream position, with a 6-month-old at home, I quit my …
Leo Yockey is a Software Engineer, Writer, and Speaker from Los Angeles. He runs a digital agency called MangoBass Consulting and is an advocate for underrepresented people in the tech industry.
Leo s…
Credit Cards Are Awesome!
Regardless of what you may have heard, credit cards are pretty awesome financial tools. It’s one of the best forms of credit that you can access and use to help you reach you…
Will Johnson is a self-taught developer who broke into tech using Twitter. As you can imagine, his path to break into tech wasn't easy. He used a lot of different ways to learn and work towards his g…
If college planning is important to you, then you want to listen to this episode to understand how a 529 plan may be a solution to help you maximize your college savings.
Valerie is the Executive Director at Tech By Choice and a Senior Software Engineer at Mastery Logistics. She holds a BS in Psychology & Art. Valerie is passionate about creating secure human-centered…
I'm excited today to be talking about how financial independence is in your control.
One of the biggest factors in whether you will be successful in reaching financial independence is first believing…
Danny Thompson is a passionate software engineer who is on a personal mission to help people find their path into tech.
This episode is packed with great information and action items on how to stand o…
Most people work with their financial planners for the rest of their lives due to the unique relationship that is formed by trusting each other to tackle important life goals. With that in mind, it i…
Should you refinance your mortgage loan?
This has been one of the most popular questions I've helped my clients tackle over the last few months. When weighing the pros and cons of refinancing your mor…