Techie Personal Finance Bootcamp

Techie Personal Finance Bootcamp

Lucas Casarez CFP®

Episodes 96
Avg. Duration 32m
Activity Highly Active
Apple Rating 5.0 (6)
Since May 2019
Latest Episode Feb 2026

Publishing Details

Schedule
Monthly
Format
Episodic
Hosting
feeds.buzzsprout.com

About This Podcast

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 stories about their tech experiences.

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Recent Episodes

S8E1 What to Know Before Filing Taxes in 2026

Feb 09, 2026 15m

Navigating Common Tax Mistakes and New Tax Laws for 2026In this episode of Techie Personal Finance Bootcamp, the host discusses several common tax mistakes and introduces new tax laws for 2026.…

S7E6 Key Changes to Tax Laws 2025

Jul 09, 2025 18m

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…

S7E5 Balancing Your Tech Career and Parenthood with Rizell Scarlett

Jun 26, 2025 39m

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…

S7E4 Should You Cash Out Your 401(k) Retirement Account?

May 17, 2025 17m

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…

S7E3 Why Your Finances Are Better Than You Think

May 07, 2025 15m

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 SavingsWelcome to…

S7E2 What Investment Volatility Means to You

Apr 05, 2025 21m

Navigating Stock Market Volatility: Long-term Investment Strategies ExplainedIn this episode of Techie Personal Finance Bootcamp, we discuss the current stock market volatility caused by recent…

S7E1 Why Your Paycheck May Be Smaller This Month

Jan 09, 2025 9m

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…

S6E4 Decoding Bonuses and Raises: What's the Real Value of Your Bonus, Raise, and RSUs?

Dec 14, 2024 15m

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…

S6E3 #1 Reason Techies Struggle Financially - Credit Cards

Oct 24, 2024 22m

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…

S6E2 Navigating the New Tech Job Market with Sean Page

Aug 08, 2024 58m

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…

S6E1 Breaking Out Of Tech

Jul 11, 2024 22m

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…

S5E10 Tax Planning: Employer Stock and Charitable Giving

Dec 20, 2023 49m

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…

S5E9 Understanding Your Taxes: Retirement Accounts & Backdoor ROTHs

Nov 17, 2023 40m

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…

S5E8 Understanding Your Taxes: The Basics

Nov 14, 2023 38m

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,…

S5E8 A Co-Founder's Journey to Starting The Collab Lab (Non-Profit)

Oct 12, 2023 46m

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…

S5E7 Getting Those Big Tech Checks with Tech By Choice

Sep 28, 2023 32m Transcript

This is a part of the non-profit series where I highlight great members of the tech community who play a significant role in running a non-profit.Valerie is a self-taught developer who is now an…

S5E6 Starting a Non-Profit to Help Underdog Devs

Sep 07, 2023 38m Transcript

Can you imagine building a thriving career in tech, overcoming societal stigmas, and then going ahead to establish a non-profit to help others do the same? That's exactly what our guest today, Rick…

S5E5 What The Tech Is Lifestyle Creep?

Aug 17, 2023 22m Transcript

Ever wondered why your spending seems to mysteriously multiply when your income increases? Join us as we dive deep into the world of lifestyle creep - the silent financial nemesis that can sabotage…

S5E4 From a Malware Incident to Cybersecurity Career with Danny Z

Jul 20, 2023 29m Transcript

Have you ever wondered how a construction worker would transition into a career in cybersecurity? Our friend Danny, who did just that, offers a riveting account of his unique tech journey. A…

S5E3 Student Loan Forgiveness: One More Chance?

Jul 04, 2023 12m

What's Next for Student Loan Forgiveness?In this podcast, we discuss the recent news that the previously announced student loan forgiveness is no longer a legal solution. We cover what to expect now…

Frequently Asked Questions

How many episodes does Techie Personal Finance Bootcamp have?

Techie Personal Finance Bootcamp has published 96 episodes since May 2019, covering topics in Business, Education.

Is Techie Personal Finance Bootcamp still active?

Techie Personal Finance Bootcamp is currently highly active with new episodes monthly. Average episode length is 32m.

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