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
Ready to take the leap into making a career change into coding, but unsure about how to navigate your finances? Like every other major financial decision in your life, making a career change intersects directly with your financial life. No matter where you are at in your coding career change decision, this strategy guide will help outline how to organize your finances, for your coding career change. If this is your first time reading my[…]Read more
August 22, 2019 Lucas Casarez CFP® / Cory Pease I have a really great guest for today’s episode. His name is Cory Pease and his story proves that second chances really do exist. Cory is a felon who also recently successfully started his software engineer career after attending a bootcamp. We cover the following: Inspiration for his “Daily Do Betters”Navigating life with a felonyFinancial literacyTransitioning careersGalvanize BootcampCreating your own opportunitiesBenefits of conferences I apologize for the sound[…]Read more
Timing the Market Show Notes A common question I receive is “is now a good time to invest in the market”.This episode was actually inspired by a conversation I had with a friend/listener of the show.In this episode I’ll cover: Average investor performance versus the “market”9 Human behavior biasesHow to avoid these biasesThe conversation that inspired this episodeHindsight review on past market commentaryNon-market examples of growth and recessions Additional Resources: Invest Composure AssessmentHow Could a[…]Read more
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