Techie Personal Finance Bootcamp

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...

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

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 The 9 sources of i...

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 hits Remember...

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 build skills an...

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 ESPP Return Calculator ESPP Strategy Guide w/Cheat Sheet Fort Collins Fee-Only Financial Planner

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 computer science Bridging s...

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 YouTube Link Related Resources: RSU Strategy Guide RSU Tax Calculator

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...

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 Lik...

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 Job Prepping for a bootcamp...

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 Galvanize Boo...

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 Hindsight review on past market...

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 Minority founders Startup engine (ecosys...

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 than a wish Focus on what y...

Sami Gardner is not your typical career coach. Her unique background and skills have allowed her to build multiple income streams while traveling the world as a digital nomad. Hold onto your seat because we cover a lot of ground in this one and practically anyone who listens should easily be able to find at least one take away. Discovering your why Being an introvert What is a digital nomad Career...

In honor of Independence Day, I was inspired to record a Early Retirement / Financial Independence Podcast. After listening to the show, you'll have a better idea of what you need to do in order to set yourself up for the ability to retire early and reach financial independence. What to Do in Order to Retire Early Save, Like A lot Live as a Minimalist Debt Free (Should You Payoff Your Debt) I...

Today's guest, Charles Max Wood, discusses his career path from initially thinking programming was dumb to realizing how programming can make life easier, to his aggressive goal of providing a podcast for every programming community. Layoffs Employee Vs. Freelancing Podcasts Emergency Savings Team Work Business Freelancer List of Impactful Books Business Coaches  Importance of Processes Do Wh...

I know how overwhelming it can be to have access to a 401(k), but be intimidated that you don't have any idea and probably not even the time to understand why you need one or how they work. After listening to this episode you'll have a solid understanding of how your 401(k) works, so that you can more confidently put yours to use. My First 401(k) Why a 401(k) is Important Power of Time a...

Guest, Kathy Haselmaier shares so many great perspectives on her career and raising children. Here are a few of the topics covered: Tech Layoffs Empowerment of knowing your financial situation Responsibility is our own when it comes to retirement Importance of communication with significant other Balancing new parenthood and careers Knowing what you value and what you don't Learning from mist...

Most Americans are spending way more than they should just to keep up with their friends and family. This causes their finances to be out of line with what truly is important to them. If this rings true for you, I want to suggest a few ways that you can cut back on spending, but still feel like a baller. I broke out the strategies by difficulty level so it’s easy for you to dive in where you feel...

An intro to personal finance: Money impacts every aspect of your life, if you want to acknowledge it or not. We will cover why money exists, trade-offs and alternatives, self-awareness, how to create good financial algorithms, and common negative algorithms that we create for ourselves. Level Up Financial Planning, LLC http://www.levelupfinancialplanning.com Show notes and informative images: http...

Nick comes from a family developers, so it wasn't a shock when he started his tech career. However, his career journey took a dramatic change when he was faced with a life-threatening and life-changing event. His thoughts on "impostor syndrome" Self-awareness/discovery Navigating a life-threatening event Having a mentor Working with people that are smarter than you Stay till the end...

In this episode I outline the major challenges facing tech employees in their 20's & 30's that play an important role in their life. These challenges don't just impact your financial confidence, but bleeds into all facets of your life: employment, personal health, family life, and social interactions. My goal of this show is to provide you the education and knowledge you need to...