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.
Techie Personal Finance Bootcamp
Angel Investing with Paul Foley
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Lucas Casarez CFP® / Paul Foley
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Season 1
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Episode 24
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 episode:
- Paul's roadmap to becoming an entrepreneur
- What is angel investing
- The value of mentorship
- Building teams
- Requirements to be an accredited investor.
- Colorado Capital Mobilization Project
- The role of education for accredited investors.
- Is angel investing a good fit for your startup?
- Networking with purpose
- Importance of just starting
https://www.rockiesventureclub.org/
https://www.linkedin.com/in/paulfoleylinkedin/
https://paulnfoley.com/meet
https://www.levelupfinancialplanning.com/techie-personal-finance-bootcamp-podcast/