
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.
Podcasting since 2019 • 95 episodes
Techie Personal Finance Bootcamp
Latest Episodes
Key Changes to Tax Laws 2025
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 significant increases in the state...
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Season 7
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Episode 6
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18:41

Balancing Your Tech Career and Parenthood with Rizell Scarlett
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 background, startin...
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Season 7
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Episode 5
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39:04

Should You Cash Out Your 401(k) Retirement Account?
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 considering a withdrawa...
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Season 7
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Episode 4
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17:53
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Why Your Finances Are Better Than You Think
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 Te...
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Season 7
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Episode 3
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15:00

What Investment Volatility Means to You
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 tariff announcements and offer practical ad...
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Season 7
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Episode 2
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21:50
