AffiliationsAll of my affiliations require that I be a fiduciary for my clients. That is a fancy way of saying I have to do what is in your best interest. Unfortunately, not all advisors are held to this fiduciary standard.
Latest Strategy GuidesEducation is an important value that we hope to provide. Reading our blog is one of the ways we provide that education. Contact us if you’d like to suggest a topic for our next blog or webinar.
Level Up Financial Planning joins the Pledge 1% movement. Adds a fun twist for clients to vote based on achievement point system.Read more
Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.Read more
If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the[…]Read more
De<Coding> RSUs Video Option 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 RSUsRSU GrantsHow are RSUs TaxedRisks of RSUsHow to Determine Your Risk LevelStrategies: New RSUsStrategies: Old RSUsAdvanced RSU Strategies YouTube LinkRelated Resources:RSU Strategy GuideRSU Tax Calculator Non-Qualified Stock Options Vs RSUsRead more
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. Listen to the episode to see how he reinvented himself and is now a Product Manager at Amazon and uses his experience to empower others through content on LinkedIn, YouTube, and public speaking.We cover the following in the show. Navigating EntrepreneurshipStruggling with UnemploymentAsking[…]Read more
Before becoming a programmer, Stephanie Ogburn’s first career was as a public radio journalist covering science and the environment.Stephanie shares her experience making the career transition: Having a supporting spouseDiverse backgrounds In techWomen Who CodeChallenges as a bootcamp graduateBuilding confidence to overcome impostor syndrome Finding her first JobPrepping for a bootcampAvoiding student loan debt Women Who Code (Official Site)Women Who Code (Fort Collins Meetup)Music: 80s Motivational Chiptune by Shane Ivers – https://www.silvermansound.com Related Content Strategy Guides Career Change[…]Read more
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