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Techie Personal Finance Bootcamp

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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.

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.
More Information

Location:

United States

Description:

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.

Language:

English

Contact:

9702226783


Episodes

Marginal & Effective Tax Rates

1/13/2020
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The 2020 tax season is upon us and so I'm busy answering tax questions for clients. When it comes to your tax rates, it may be confusing because the U.S. tax system is progressive. This means you have two tax percentages to be aware of: your marginal tax rate and your effective tax rate. https://youtu.be/zjiCjgVCQoA

Duration:00:07:01

Take Your Budget to the Next Level

1/6/2020
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Understand the basic components of a budget, as well as advanced strategies. I cover the following: https://www.levelupfinancialplanning.com/how-to-be-a-baller-on-a-budget-strategy-guide/ https://youtu.be/HgpkWBzF4J0

Duration:00:30:41

Dominate Your Debt in 2020

1/2/2020
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Not all debt is created equal. In this episode we cover the different types of debt and why some debts may actually be considered good debt. Most importantly we dive into debt repayment strategies to help you take your financial confidence to the next level.

Duration:00:29:08

Take Your Net Worth to the Next Level

1/1/2020
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In order to improve your financial situation, it is helpful to understand where you are today. That is what your net worth can help you identify. In this episode I cover: YouTube Video

Duration:00:17:15

Surviving Chaos to Become a Programmer

12/17/2019
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Kyle is 30, and a brand new software engineer using angular. He went to a sponsored full-stack web development bootcamp that was mostly about java, Prior to that he was working 12-15 hour days as a construction materials tester and studying IT support at night after his wife and 1.5-year-old boy went to sleep. Kyle's story is inspiring, we discuss the following topics in his...

Duration:00:45:30

Angel Investing with Paul Foley

12/15/2019
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Paul Foley is the Colorado Capital Mobilization Director for RVC, Managing Director for Denver Angels, and the CEO of SmartCapital, a software that helps manage and run angel groups. He is also a member of the Colorado Blockchain Council focused on passing regulation to help innovative FinTech companies grow in Colorado. Prior to his current initiative, he co-founded and sold a tech startup Augur to BounceX. We explore the following in this...

Duration:00:36:28

Take Your Financial Confidence to the Next Level

12/11/2019
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I share with you the framework needed to take your financial confidence to the next level.

Duration:00:16:21

Finding Your Influence with Stephanie Judd

11/26/2019
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Stephanie Judd is the cofounder of Wolf & Heron, a company that develops experiences designed to empower leaders at all levels to be more influential. Follow her story from her tech origins to helpings leaders and team members to be more influential. http://www.wolfandheron.com/ https://www.linkedin.com/in/juddstephanie/

Duration:00:46:35

How I Overcome Impostor Syndrome

11/23/2019
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Do you ever suffer from impostor syndrome? Maybe you are starting a new career, maybe there is a promotion you want to ask for or a raise you think you deserve. Here are a few ways I navigate my impostor syndrome whenever it flares up.

Duration:00:18:58

Landing a UX Job with Sam Harper

11/7/2019
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Sam shares his journey of escaping from his soul-crushing cubicle job to find his way into UX. His story is great and he has a lot of great resources that will help you think of additional tips and tricks to land your job in UX. Here is what we cover: Barking Up the Wrong Tree Range: Why Generalists Triumph in a Specialized World by David Epstein Your UX Boot Camp Will Not Get You a Job Unless You Do These Critically Important Steps Sam's LinkedIn Profile Sam's Podcast

Duration:00:59:10

De-Coding ESPP (Employee Stock Purchase Plans)

10/29/2019
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I love Employee Stock Purchase Plans. Depending on your employer's ESPP plan, you may be able to increase your annual income by 1% or greater. Here are a few topics I cover: YouTube Video ESPP Return Calculator ESPP Strategy Guide w/Cheat Sheet Fort Collins Fee-Only Financial Planner

Duration:00:16:57

Inspiring Curiosity with Chris Huie

10/21/2019
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Chris Huie shares his unique career path that found him with a passion for teaching, supporting, and inspiring the community through technology and computer science. Chris's LinkedIn Profile Data Dorks Video Series

Duration:00:46:32

De-Coding RSUs (Restricted Stock Units)

10/10/2019
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RSUs are a popular form of tech employee benefits and can make up a huge portion of your income. In this episode, I cover the basics and advanced strategies: What are RSUsRSU GrantsHow are RSUs TaxedRisks of RSUsHow to Determine Your Risk LevelStrategies: New RSUsStrategies: Old RSUsAdvanced RSU StrategiesYouTube Link Related Resources: RSU Strategy Guide RSU Tax Calculator

Duration:00:42:54

Reinventing Yourself with John Marty

9/30/2019
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John Marty has had a crazy career. After starting his career as a young entrepreneur he found a lot of success. However, things changed rapidly and he was soon unemployed with no real prospects. Listen to the episode to see how he reinvented himself and is now a Product Manager at Amazon and uses his experience to empower others through content on LinkedIn, YouTube, and public speaking. We cover the following in the show. The Happiness Hypothesis Man's Search for Meaning John's...

Duration:00:45:47

Should I Buy a House

9/15/2019
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Buying a house is a big deal. You want to make sure you don't get sway by common myths and know the real questions that you need to answer to begin to build a plan that gives you confidence. Do You Really Want to Buy a Home?Should I Wait Until the Housing Market Bursts?What If Interest Rates Go Down?What Can I Afford?What Do I Need?What Are Your Other Goals?What Does the Future Look Like?What Are the Real Risks of Purchasing a Home? St. Louis Federal Reserve Historical Home Price...

Duration:00:27:54

Building Confidence as a Bootcamp Graduate w/Stephanie Ogburn

9/5/2019
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Before becoming a programmer, Stephanie Ogburn's first career was as a public radio journalist covering science and the environment. Stephanie shares her experience making the career transition: Women Who Code (Official Site) Women Who Code (Fort Collins Meetup) Music: 80s Motivational Chiptune by Shane Ivers - https://www.silvermansound.com

Duration:00:36:32

Felon to Successful Software Engineer with Cory Pease

8/22/2019
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I have a really great guest for today’s episode. His name is Cory Pease and his story proves that second chances really do exist. Cory is a felon who also recently successfully started his software engineer career after attending a bootcamp. We cover the following: Inspiration for his "Daily Do Betters"Navigating life with a felonyFinancial literacyTransitioning careersGalvanize BootcampCreating your own opportunitiesBenefits of conferences I apologize for the sound quality. Cory was at...

Duration:00:47:23

Timing the Market

8/15/2019
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A common question I receive is "is now a good time to invest in the market". This episode was actually inspired by a conversation I had with a friend/listener of the show. In this episode I'll cover: Additional Resources: Invest Composure Assessment How Could a Recession Impact You Strategy Guide Referenced Article from 2015 Explore additional resources @ Level Up Financial Planning Music: 80s Motivational Chiptune by Shane Ivers - https://www.silvermansound.com

Duration:00:35:24

Creating a Startup Engine w/ Stephen Alred Jr.

8/8/2019
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Stephen actually has a background in financial services and entrepreneurship. He shares how his previous experiences inspired him to build a Startup Engine (ecosystem development system). Summary of topics covered: Drawing from previous careerAcceleratorCold calling/emailingVenture capitalSilicon ValleyRoad blocksCity benefits of workforce developmentMinority foundersStartup engine (ecosystem development system)Strengthening communities (Introduce 30,000- 50,000 jobs)Scaling Diversity and...

Duration:00:51:14

Should Cryptocurrency Be a Part of My Plan?

8/1/2019
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If you are in tech, you have probably heard of cryptocurrency, but should it be a part of your financial plan? To shed some light on this I will address the following: Show Notes https://www.investopedia.com/news/largest-cryptocurrency-hacks-so-far-year/ https://www.investopedia.com/terms/d/dutch_tulip_bulb_market_bubble.asp https://deadcoins.com Music: 80s Motivational Chiptune by Shane Ivers - https://www.silvermansound.com

Duration:00:32:19