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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Career Change to Coding: Navigating Your Finances
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…
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Felon to Successful Software Engineer: Podcast
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 felony Financial literacy Transitioning careers Galvanize Bootcamp Creating your own opportunities Benefits…
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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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Podcast
- Should I Buy a House
- Building Confidence as a Bootcamp Graduate w/Stephanie Ogburn
- Felon to Successful Software Engineer with Cory Pease
- 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)