Strategy Guides

Take your financial confidence to the next level!

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
Man chasing after money

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.


April 9, 2019 0
LIst of impacts of a recession on an individual.

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.


December 22, 2018 0
Why Level Up Financial Planning is different

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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December 10, 2018 0
coding languages joe previte

Replacing Foreign Languages With Coding Languages with Joe Previte

Joe Previte is a developer, a teacher, and creator of Vim for VSCode. In his spare time, he enjoys creating videos for egghead, writing articles relating to coding, and participating in an online meditation study group. Joe shares the details of his journey from his decision to drop out of grad school and pursuing a career as a developer. Be sure to listen to the end where he opens up about the early obstacle he faced…
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December 2, 2020 0
retirement savings amounts

How Much Should I Have Saved in Retirement?

Have you seen the rough estimates that you should have saved at various ages? These rough targets are useful, but may not be entirely accurate to you and your unique circumstances. I cover the importance of at least being aware of targets for the amount of money you should have saved in retirement accounts. Good excuses why you may not be on track early on in your career Why the older you get, the more…
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November 25, 2020 0
software developer coach jason humphrey

The Power of Coaching

I have Jason Humphrey on the show and I met Jason online originally because he creates a ton of value-packed content on LinkedIn. And when you create awesome content, people tend to like it and share it. And that’s how it came across my feed.  Jason helps coding Bootcamp, students land their first high paying job as a professional software developer. And in this episode, Jason talks about his own personal journey where he wasn’t…
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November 18, 2020 0