Techie Personal Finance Bootcamp

About Techie Personal Finance Bootcamp

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.

Publisher

Lucas Casarez CFP®

Category

business · education · technology

Language

en

Explicit

No

First episode

30 May 2019

Latest episode

10 Jul 2026

Latest episodes

99 episodes in the feed.

1. 

   10 Jul 2026

   Find The Perfect Advisor for YOU: 6 Questions You Need to Ask

   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 to researching stroller features and price points. He introduces five key questions to ask when interviewing advisors: 1. Whether they are a fiduciary versus operating under a suitability standard (including the complications of hybrid advisors) 2. What types of clie...

2. 

   1 Jul 2026

   Breaking Into Tech: From Car Sales to Cyber Security With Gilbert Sanchez

   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 his learning, job applications, and navigated rejections. Follow Gilbert on your favorite social media provider: https://x.com/gilbertsanchz https://www.youtube.com/@GilbertSanchz https://www.linkedin.com/in/gilbertesanchez/

3. 

   13 May 2026

   Making $100,000+ and Still Feeling Broke?

   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 over $200K report living paycheck to paycheck. He outlines four main drivers: lifestyle inflation, taxes reducing actual take-home pay (often 30–50%, especially in high-tax states), lingering past obligations like student loans or credit cards, and lack of budgeting/clarity. He...

Who has been a guest on Techie Personal Finance Bootcamp

Names identified in recent episode analyses. Showing up to five guests.

• [Guest Name]
• Rizell Scarlett
• Lucas Casarez
• Sarah Chen
• Sean Page

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

5 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 21 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

28

Social presence

0

YouTube

0

Engagement

32