Category: Employer Benefits

Take your financial confidence to the next level!

startup story level up financial planning

Quitting to Start a Business

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 job. It was the scariest decision I ever made. In addition to my story, I share a few of the financial steps I took before quitting and a couple of things I wish I had done differently. Job hunting…
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August 25, 2020 0
what to do with your old retirement account

What to Do With Your Old 401(k) Strategy Guide

You have how many old 401(k)s or retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an…
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May 26, 2020 0

A Podcast for Every Programmer w/ Charles Max Wood

July 10, 2019 Lucas Casarez CFP®/ Charles Max Wood Today’s guest, Charles Max Wood, discusses his career path from initially thinking programming was dumb to realizing how programming can make life easier, to his aggressive goal of providing a podcast for every programming community. Layoffs Employee Vs. Freelancing Podcasts Emergency Savings Team Work Business Freelancer List of Impactful Books Business Coaches  Importance of Processes Do What You Love Charles’ Infohttps://www.linkedin.com/in/charlesmaxwood/https://devchat.tvhttp://podwrench.com Resources Mentioned Profit First Let Your…
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May 12, 2020 0