Strategy Guides

Take your financial confidence to the next level!

Investment Blueprint Image

Level Up’s Investment Blueprint Calculator

Choosing your investments for your 401(k) is an intimidating part of your financial planning. When I ask clients what strategy they used to choose their investments is “I picked the investments that had the highest returns” or “I just did the default”. Having an investment blueprint is crucial in grounding your investment decisions. Without a well thought out investment process, you will be more likely to do the wrong thing at the wrong time. I…
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October 19, 2019 0
Restricted stock unit RSU coding podcast

De-Coding RSUs (Restricted Stock Units)

De<Coding> RSUs Video Option RSUs are a popular form of tech employee benefits and can make up a huge portion of your income. In this episode, I cover the basics and advanced strategies: What are RSUs RSU Grants How are RSUs Taxed Risks of RSUs How to Determine Your Risk Level Strategies: New RSUs Strategies: Old RSUs Advanced RSU Strategies YouTube LinkRelated Resources:RSU Strategy GuideRSU Tax Calculator Non-Qualified Stock Options Vs RSUs


October 10, 2019 0

Reinventing Yourself with John Marty

John Marty has had a crazy career. After starting his career as a young entrepreneur he found a lot of success. However, things changed rapidly and he was soon unemployed with no real prospects.  Listen to the episode to see how he reinvented himself and is now a Product Manager at Amazon and uses his experience to empower others through content on LinkedIn, YouTube, and public speaking. We cover the following in the show. Navigating…
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October 10, 2019 0
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