Recent Release
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Breaking Out of Tech Ep1 Season 6
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Understand Your Taxes Level Employer Stock & Charitable Giving
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Understand Your Taxes: Retirement Accounts & Backdoor ROTHs
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Understand Your Taxes Level The Basics
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Getting Those Big Tech Checks with Tech By Choice
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Starting a Non-Profit to Help Underdog Devs
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What The Tech Is Lifestyle Creep?
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From a Malware Incident to Cybersecurity Career with Danny Z
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Popular Playlists
CARES Act & COVID-19
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CARES Act: Unemployment on Steroids
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CARES Act Stimulus Check
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3 Major Impacts of CARES Act for You
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CARES Act: Student Loan Relief
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CARES Act: 401(k) & Retirement Penalties Waived
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Should I Buy Stock Now
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Your Investments and the Coronavirus
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Client Markets and Coronavirus Video
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Techie Personal Finance Bootcamp
Listen to more episodes on your favorite podcast player.
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Impostor Dumb Vs Impostor Syndrome with Nick Armstrong Podcast
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Impostor Dumb Vs Impostor Syndrome with Nick Armstrong Podcast
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Why I started Techie Personal Finance Bootcamp Soundbite 1
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Why I started Techie Personal Finance Bootcamp Soundbite 1
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Retiring Early as a Working Parent w/Kathy Haselmaier
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How to Retire Early & Financial Independence
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Why Money Is Important: Podcast
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Should Cryptocurrency Be a Part of My Plan?
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Employer Stock
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Basics of Restricted Stock Units (RSUs)
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Pros and Cons of Restricted Stock Units (RSUs)
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Old Vested Restricted Stock Units (Tax Rate Arbitrage Strategy)
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Offset Restricted Stock Units (RSUs) Tax Impact at Vesting
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Overexposure to Employer Stock: Sell RSUs
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Overexposure to Employer Stock: Tax Rate Arbitrage
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Overexposure to Employer Stock: Gifting to Individuals
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Overexposure to Employer Stock: Gifting to Charity
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How to Build Wealth
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How to Build Wealth Strategy Guide: Overview
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How to Build Wealth Strategy Guide: Investing in Yourself
![play](https://www.levelupfinancialplanning.com/wp-content/plugins/youtube-embed-plus/images/playhover.png)
How to Build Wealth: Real Estate Investing
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How to Build Wealth: Investing in the Stock & Bond Market
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How to Build Wealth: The Power of Compound Interest
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How to Build Wealth: Impact of Liabilities
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Lucas Casarez is a Certified Financial Planner™ Professional serving tech professionals virtually out of Fort Collins, CO