Level Up Financial Planning’s Commitment to Giving Back to the Community
Level Up Financial Planning joins the Pledge 1% movement. Adds a fun twist for clients to vote based on achievement point system.
The Downside to Making the Most Money You Ever Have
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.
How a Recession Could Impact You Strategy Guide
Instead of worrying about the next recession, understand how a recession could impact you and begin to build a game plan so that you are best prepared for the next recession.
Why Level Up Financial Planning?
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…
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Timing the Market: Podcast
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 biases How to avoid these biases The conversation that inspired this episode Hindsight review on past market commentary Non-market examples of growth and recessions…
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Creating a Startup Engine w/Stephen Alred Jr.
Creating a Startup Engine Video August 08, 2019 Lucas Casarez CFP® / Stephen Alred Jr. Stephen actually has a background in financial services and entrepreneurship. He shares how his previous experiences inspired him to build a Startup Engine (ecosystem development system). Summary of topics covered: Drawing from previous career Accelerator Cold calling/emailing Venture capital Silicon Valley Road blocks City benefits of workforce development Minority founders Startup engine (ecosystem development system) Strengthening communities (Introduce 30,000- 50,000 jobs)…
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Should Crypto Be a Part of My Plan?
August 01, 2019 Lucas Casarez CFP® If you are in tech, you have probably heard of cryptocurrency, but should it be a part of your financial plan? To shed some light on this I will address the following: The dutch and crazy expensive tulips Invest in what you know How cryptocurrency compares to other popular investments? Understanding the risks How does cryptocurrency compare to gambling? A plan is better than a wish Focus on what you…
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Podcast
- Timing the Market
- Creating a Startup Engine w/ Stephen Alred Jr.
- Should Cryptocurrency Be a Part of My Plan?
- Recession Proofing Your Career w/ Sami Gardner
- How to Retire Early and Financial Independence
- A Podcast for Every Programming Community W/ Charles Max Wood
- What the Tech is a 401(k)
- Early Retirement as a Working Parent w/Kathy Haselmaier
- How to Be a Baller on a Budget
- Why Does Money Matter?