Techie Personal Finance Bootcamp

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.... Show More


January 12, 2020 7 min

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.

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January 5, 2020 30 min

Understand the basic components of a budget, as well as advanced strategies.

I cover the following:

  • Why most people avoid budgeting
  • The core parts of a budget
  • The part you should focus on
  • Common budgeting tools
  • Budgeting tricks and tips
  • The importance of emergency savings
  • How to plan for irregular expenses
  • A reflection on your lifestyle creep
  • Read more

    Mark as Played
    January 1, 2020 29 min

    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.

    Mark as Played
    December 31, 2019 17 min

    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:

  • Defining net worth
  • Calculating net worth
  • Types of assets
  • Bad Debt vs. Good Debt
  • Keeping perspective when analyzing your net worth
  • YouTube... Read more

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    December 16, 2019 45 min

    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 interview:

  • Life before a develo... Read more

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  • December 15, 2019 36 min

    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 explor... Read more

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    I share with you the framework needed to take your financial confidence to the next level.

  • Identify your why and where you want to go.
  • Understand where you are today.
  • Fill your gaps and blindspots.
  • Micro Goals
  • Importance of believing you are capable of achieving your goals
  • Share
    Mark as Played
    November 25, 2019 46 min

    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.

  • Dark Side and Light Side of Influence
  • From CS graduate to the real world
  • How she navigated the feeling of being underqualified
  • ... Read more

    Mark as Played
    November 23, 2019 18 min

    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.

  • Talk about it
  • Over prepare
  • Recognize that you are in a position of growth/opportunity for a reason
  • Creating a pick me up folder
  • Playback your greatest ... Read more

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  • November 6, 2019 59 min

    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:

  • Navigating your career as a young professional
  • Leveraging interests and experiences to create opportunities
  • Challenging yourself to bu... Read more

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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:

  • ESPP Basics
  • ESPP with Look Back Provision
  • ESPP Tax Treatment
  • ESPP Strategies
  • Risks of ESPP
  • YouTube Video
    Read more

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    October 21, 2019 46 min

    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.

  • From accounting to tech evangelist
  • Leveraging tech in non-tech career
  • Importance of technology acceptance
  • Progression of knowledge to youth
  • The new way of learning
  • Inspiring community through technology and ... Read more

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  • October 9, 2019 42 min

    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 RSUs
  • RSU Grants
  • How are RSUs Taxed
  • Risks of RSUs
  • How to Determine Your Risk Level
  • Strategies: New RSUs
  • Strategies: Old RSUs
  • Advanced RSU Strategies
  • Read more

    Mark as Played
    September 29, 2019 45 min

    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... Read more

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    September 15, 2019 27 min

    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 Do... Read more

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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:

  • Having a supporting spouse
  • Diverse backgrounds In tech
  • Women Who Code
  • Challenges as a bootcamp graduate
  • Building confidence to overcome impostor syndrome 
  • Finding her first Jo... Read more

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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 felony
  • Financial literacy
  • Transitioning careers
  • <... Read more

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    August 14, 2019 35 min

    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:

  • Average investor performance versus the "market"
  • 9 Human behavior biases
  • How to avoid these biases
  • The conversation that inspired this episode
  • Hindsigh... Read more

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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 career
  • Accelerator
  • Cold calling/emailing
  • Venture capital
  • Silicon Valley
  • Road blocks
  • City benefits of workforce development
  • Read more

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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:

  • The dutch and crazy expensive tulips
  • Invest in what you know
  • How cryptocurrency compares to other popular investments?
  • Understanding the risks
  • How does cryptocurrency compare to gambling?
  • A plan is better t... Read more

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  • Chat About Techie Personal Finance Bootcamp

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