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
UX Research with Nannearl Brown
Nannearl Brown is a user experience researcher who journeyed into the field by way of systems engineering and the social impact space. Most recently, she led the UX, product management, and design ef…
Career Transitions & Career Karma w/ Chad Crabtree
Chad is a non-technical team member at the quickly growing startup Career Karma.
Chad made a career transition to land his role and in some ways, it's fitting as Career Karma helps users identify and …
What to Do With Your Old 401(K)
In this episode, I cover What To Do With Old 401(k).
In addition to your normal options, you'll also find some new rules and strategies as a result of COVID-19. Most are for 2020 only though so be sur…
Should I Buy Stock Now?
With the coronavirus causing the stock market to meltdown almost overnight, I have been receiving the same question.
Should I buy stock now?
The stock market is essentially on sale now relative to a fe…
Taxes: Retirement Accounts- Roth Vs. Traditional
If you have earned income, then you are eligible to create a retirement account (or if your spouse has earned income). Your employer may even provide one in the form of a 401(k). If your employer doe…
Taxes Deductions and Tax Credits
It's the 2020 tax season and I'm bringing short episodes regarding important topics you should understand when it comes to filing your taxes.
In this episode we cover:
- Deductions
- Increase of standard de…
Taxes: Marginal & Effective Tax Rates
The 2020 tax season is upon us and so I'm busy answering tax questions for clients.
When it comes to your tax rates, it may be confusing because the U.S. tax system is progressive.
This means you have …
Take Your Budget to the Next Level
Understand the basic components of a budget, as well as advanced strategies.
I cover the following:
- Why most people avoid budgeting
- The core parts of a budget
- The part you should focus on
- Common budgeting…
Dominate Your Debt in 2020
Not all debt is created equal.
In this episode we cover the different types of debt and why some debts may actually be considered good debt.
Most importantly we dive into debt repayment strategies to h…
Take Your Net Worth to the Next Level
In order to improve your financial situation, it is helpful to understand where you are today. That is what your net worth can help you identify.
In this episode I cover:
- Defining net worth
- Calculating …
Surviving Chaos to Become a Programmer
Kyle is 30, and a brand new software engineer using angular. He went to a sponsored full-stack web development bootcamp that was mostly about java, Prior to that he was working 12-15 hour days as a c…
Angel Investing with Paul Foley
Paul Foley is the Colorado Capital Mobilization Director for RVC, Managing Director for Denver Angels, and the CEO of SmartCapital, a software that helps manage and run angel groups. He is also a mem…
Take Your Financial Confidence to the Next Level
I share with you the framework needed to take your financial confidence to the next level.
- Identify your why and where you want to go.
- Understand where you are today.
- Fill your gaps and blindspots.
- Micro…
Finding Your Influence with Stephanie Judd
Stephanie Judd is the cofounder of Wolf & Heron, a company that develops experiences designed to empower leaders at all levels to be more influential.
Follow her story from her tech origins to helping…
How I Overcome Impostor Syndrome
Do you ever suffer from impostor syndrome? Maybe you are starting a new career, maybe there is a promotion you want to ask for or a raise you think you deserve.
Here are a few ways I navigate my impos…
Landing a UX Job with Sam Harper
Sam shares his journey of escaping from his soul-crushing cubicle job to find his way into UX.
His story is great and he has a lot of great resources that will help you think of additional tips and tr…
De-Coding ESPP (Employee Stock Purchase Plans)
I love Employee Stock Purchase Plans. Depending on your employer's ESPP plan, you may be able to increase your annual income by 1% or greater.
Here are a few topics I cover:
- ESPP Basics
- ESPP with Look B…
Inspiring Curiosity with Chris Huie
Chris Huie shares his unique career path that found him with a passion for teaching, supporting, and inspiring the community through technology and computer science.
- From accounting to tech evangelist
- …
De-Coding RSUs (Restricted Stock Units)
RSUs are a popular form of tech employee benefits and can make up a huge portion of your income.
In this episode, I cover the basics and advanced strategies:
- What are RSUs
- RSU Grants
- How are RSUs Taxed
- Ri…
Reinventing Yourself with John Marty
John Marty has had a crazy career.
After starting his career as a young entrepreneur he found a lot of success. However, things changed rapidly and he was soon unemployed with no real prospects.
Liste…