Recent Release
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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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22

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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5


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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5

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