Skip to the content
Recent Release
Should you be contributing to your 401(k)?
What Investment Volatility Means To You
Why Your Paycheck May Be Smaller This Month
Decoding Bonuses and Raises: What's the Real Value of Your Bonus, Raise, and RSUs?
Breaking Out of Tech Ep1 Season 6
Understand Your Taxes Level Employer Stock & Charitable Giving
Understand Your Taxes: Retirement Accounts & Backdoor ROTHs
Understand Your Taxes Level The Basics
Popular Playlists
CARES Act & COVID-19
CARES Act: Unemployment on Steroids
3 Major Impacts of CARES Act for You
CARES Act: Student Loan Relief
CARES Act: 401(k) & Retirement Penalties Waived
Your Investments and the Coronavirus
Client Markets and Coronavirus Video
Techie Personal Finance Bootcamp
Listen to more episodes on your favorite podcast player.
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?
Employer Stock
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
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
Connect with Level Up Financial Planning on any of our social platforms: LinkedIn Facebook Twitter
Lucas Casarez is a Certified Financial Planner™ Professional serving tech professionals virtually out of Fort Collins, CO
Subscribe to Level Up
