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How to Make More Money
Budgeting: Where is Your Money Going 💸
Current Interest Rates: Savings & Mortgages
What The TECH is a Home Equity Line of Credit (HELOC)?
Protect Yourself From Credit Card Fraud
Fertility Planning with Dr. Aimee
What a Recession Means to You 2022
Do You Need Estate Documents? w/Guest Expert Will Beyers
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Popular Playlists
CARES Act & COVID-19
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CARES Act: Unemployment on Steroids
CARES Act Stimulus Check
3 Major Impacts of CARES Act for You
CARES Act: Student Loan Relief
CARES Act: 401(k) & Retirement Penalties Waived
Should I Buy Stock Now
Your Investments and the Coronavirus
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
Impostor Dumb Vs Impostor Syndrome with Nick Armstrong Podcast
Why I started Techie Personal Finance Bootcamp Soundbite 1
Why I started Techie Personal Finance Bootcamp Soundbite 1
Retiring Early as a Working Parent w/Kathy Haselmaier
How to Retire Early & Financial Independence
Why Money Is Important: Podcast
Should Cryptocurrency Be a Part of My Plan?
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Employer Stock
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Basics of Restricted Stock Units (RSUs)
Pros and Cons of Restricted Stock Units (RSUs)
Old Vested Restricted Stock Units (Tax Rate Arbitrage Strategy)
Offset Restricted Stock Units (RSUs) Tax Impact at Vesting
Overexposure to Employer Stock: Sell RSUs
Overexposure to Employer Stock: Tax Rate Arbitrage
Overexposure to Employer Stock: Gifting to Individuals
Overexposure to Employer Stock: Gifting to Charity
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How to Build Wealth
How to Build Wealth Strategy Guide: Overview
How to Build Wealth Strategy Guide: Investing in Yourself
How to Build Wealth: Real Estate Investing
How to Build Wealth: Investing in the Stock & Bond Market
How to Build Wealth: The Power of Compound Interest
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