business
Hosted by Lucas Casarez CFP® · business · EN-US
I help tech employees use their finances to create the life of their dreams by helping you take your financial confidence to the next level!Are you a tech employee who wants to learn how to better manage your finances?Working in tech you may experience extreme pay increases, which may allow you the ability to accomplish goals you've only dreamed of. However, if mismanaged, you can also find yourself stressed out and under pressure to increase your income in order to fit your lifestyle.The good news, is through education and a little bit of determination, you have the power to control your future and create your best life.Not only will we cover basic personal finance concepts, but we'll dive deep into tech specific benefits and issues that I regularly help my clients build strategies to maximize. (Examples: working for start ups, restricted stock units, stock options, and layoffs) Also, on a regular basis, I will have special guests that will highlight their stories with unique stori
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Contact path
Public web form
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchI help tech employees use their finances to create the life of their dreams by helping you take your financial confidence to the next level! Are you a tech employee who wants to learn how to better manage your finances?
Techie Personal Finance Bootcamp is hosted by Lucas Casarez CFP®. The show has published 101 episodes to date.
Recent episodes include "Jamming Her Way Into Tech w/ Roxy Rodriguez-Becker" (21 October 2026, 40 minutes), "RSUs: From Grants to Golden Handcuffs" (8 September 2026, 21 minutes), and "Find The Perfect Advisor for YOU: 6 Questions You Need to Ask" (10 July 2026, 21 minutes).
Techie Personal Finance Bootcamp publishes roughly monthly, with episodes averaging 29 minutes across 101 episodes.
Booking probability for Techie Personal Finance Bootcamp is 33%, and the host is rated Selective on guests. Techie Personal Finance Bootcamp requires a Pod Score of 82 or higher. Techie Personal Finance Bootcamp's contact route on record: public web form.
The strongest fits for Techie Personal Finance Bootcamp are Investing & Wealth Management. Techie Personal Finance Bootcamp has a business audience.
Lucas Casarez CFP® hosts Techie Personal Finance Bootcamp, a business podcast with 101 episodes published.
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Episode #6
From Educator to Developer Community Manager: Roxy Rodriguez on Career Change, Community, and Building the Tube Feed Tracker Lucas Casarez hosts Techie Personal Finance Boot Camp. He interviews Roxy Rodriguez Becker, a...
Episode #5
RSUs Explained: Vesting, Taxes, Selling Strategies & How to Avoid Paying Taxes Twice CFP Lucas Casarez of Techie Personal Finance Boot Camp explains how RSUs work and how to avoid common mistakes, especially paying...
Lucas Casarez, a CFP®️ professional and founder of Level Up Financial Planning, hosts Techie Personal Finance Boot Camp and explains how tech professionals can choose the right financial advisor, comparing the process...
Episode #3
Gilbert Sanchez shares his journey into tech. From car sales to cybersecurity. All in 6 months. You'll hear about Gilbert's planning process, which included personal finance strategies, as well as the way he structured...
Lucas Casarez, a CFP and founder of Level Up Financial Planning, explains why many tech professionals can make six figures yet still feel broke, citing statistics that 48.6% of people earning over $100K and 36% earning...
Episode #1
Navigating Common Tax Mistakes and New Tax Laws for 2026 In this episode of Techie Personal Finance Bootcamp, the host discusses several common tax mistakes and introduces new tax laws for 2026. Starting with essential...
Episode #6
This episode provides an overview of significant changes to tax laws announced on July 4th, 2025. Key points include the permanency of temporary tax laws from 2018, slight increases in standard deductions, and...
In this podcast episode, Lucas Casarez interviews Rizel Scarlett about her journey into the tech industry, her experiences with family life, and her insights on community building and leadership. Rizel shares her...
Should You Cash Out Your 401(k) Retirement Account? In this episode of Techie Personal Finance Bootcamp, we explore the critical question of whether you should withdraw from your 401k. We discuss common reasons for...
Feeling like you're stuck living paycheck to paycheck? 🤔 Join Lucas Casarez, tech financial planner, as he dives into the hidden financial wins you might be overlooking! Retirement Savings Welcome to Techie Personal...
Episode #2
Navigating Stock Market Volatility: Long-term Investment Strategies Explained In this episode of Techie Personal Finance Bootcamp, we discuss the current stock market volatility caused by recent tariff announcements and...
In this video, the host explains why paychecks may be smaller in January 2025 compared to December 2024. The main reason is due to the resumption of Social Security deductions at the start of the year, which cease once...
In this episode of Techie Personal Finance Bootcamp, we explore the real value of bonuses, raises, and stock options with a focus on how taxes can greatly diminish their apparent worth. We delve into examples to reveal...
This episode delves into the financial issues tech professionals face, focusing on the challenge of managing credit card debt despite high incomes. It discusses how lifestyle creep, unexpected expenses, and high...
Sean Page, a senior technical recruiter at Propel, shares his non-traditional career path from biology major to public health professional to tech recruiter. He emphasizes the increasing competitiveness in the job...
Episode #1
In this episode of Techie Personal Finance Bootcamp, host Lucas Casarez, CFP® discusses the process of transitioning out of a tech career, addressing the importance of understanding projected salaries, the impact of...
In this episode, you'll learn the answer to the following questions about how your employer stock impacts your taxes, as well as, charitable giving strategies: What Is The Difference Between A Private And Public Company...
In this episode, you'll learn the answer to the following questions about how your retirement accounts impact your taxes, as well as, how to correctly make Backdoor ROTH contributions. What Is A Traditional Retirement...
Episode #8
Taxes can be complex and confusing, but it's important to understand them so you can pay the correct amount and take advantage of all the deductions and credits you're eligible for. In this episode, we'll cover...
In this episode, we interview Andrew Hedges, a career changer, startup co-founder, and non-profit co-founder. We talk about his journey from traditional employment to tech, the mission of his startup Assistiv Labs, the...
Recent guests on Techie Personal Finance Bootcamp. Study who booked and why before you pitch.
Tech Lead for Open Source Developer Relations, Block, Inc.
Meteorologist and Cloud Seeding Coordinator, Weird Kid Studios
life coach
author of Cannabis in Spiritual Practice: The Ecstasy of Shiva, the Calm of Buddha, Federation of Bloodstock Agents Australia
PitchCentric classifies Techie Personal Finance Bootcamp under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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